'Bullwhip Effect' Destabilizing Telecom Supply Chain

Date: January 22, 2011
Pages: 6
Price:
US$ 1,500.00
Publisher: Ovum
Report type: Brief Review
Delivery: E-mail Delivery (PDF)
ID: B7942CF138DEN
Leaflet:

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'Bullwhip Effect' Destabilizing Telecom Supply Chain
Introduction

The telecom food chain is unstable. OC suppliers shipped more equipment than their ON vendor customers consumed in 2010. Is this lopsided demand due to inventory restocking from 2009's market-wide contraction or new network buildouts? Analysis of historical quarterly revenues from the 2001 telecom downturn provides guidance. We project a good outlook for ON in 2011.

Features and benefits
  • A prediction of 2011 revenue performance for OC and ON.
  • Comparison of revenue trends in the OC and ON markets in the early 2000s versus the recovery now in progress from the Great Recession.
Highlights

A look at data from the telecom downturn of 2001 provides guidance as to how the telecom infrastructure market will most likely recover from the Great Recession of 2008-09.

Your key questions answered
  • Will the OC market contract in 2011 due to large inventory buildup by its customers?
  • Will ON recover in 2011 after nearly two years of contraction?
SUMMARY

In a nutshell
Ovum view
Recommendations for players

INFRASTRUCTURE MISALIGNMENT INITIATED BY GREAT RECESSION

OC recovers ahead of ON in 2010
A lesson from the past
Transparency needed to support OC capacity expansion

APPENDIX

Methodology
Further reading
Author
Ovum Consulting
Disclaimer
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'Bullwhip Effect' Destabilizing Telecom Supply Chain
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