The Optical Networking and Communication
Conference & Exhibition

San Diego Convention Center,
San Diego, California, USA

Panel I: State of the Industry Panel – Analyst Panel

Tuesday, 05 March
10:30 - 12:00
Expo Theater I

Moderator: Ron Kline, Director, Market and Competitive Insights, Ciena, USA

Panel Description:

This Market Watch panel is one of the most highly attended panels at OFC. Industry and financial analysts give their views of the optical communications markets. Both historical data and forecasts are included. Top trends in all markets will be presented with a focus on specific market data points that are helpful to a wide audience. The entire optical communications value chain will be represented – components, equipment and services.



Woo Jin Ho, Senior Analyst, Bloomberg Intelligence, USA
Vladimir Kozlov, CEO, Light Counting, USA
Stefan Pongratz, Group Mobile Radio Analyst, Dell'Oro, USA
Andrew Schmitt, Founder and Lead Analyst, Cignal AI, USA
Nina Wu, Market Analyst, Infostone Communication Consultant, China


Ron Kline, Director, Market and Competitive Insights, Ciena, USA

Ron Kline is Director of Market and Competitive Insights at Ciena. Ron has over 30 years of industry experience that includes 18 years working for a large North American service provider and 16 years as an industry analyst. Ron has an in-depth knowledge of network technology combined with a strong business-oriented approach to problem solving. He is responsible for the overall direction of Ciena’s market and competitive intelligence research including optical transport, carrier Ethernet, data center interconnect, SDN/NFV, mobile backhaul/fronthaul, cloud and analytics.  Ron has excellent presentation and communication skills along with strong managerial and hands-on experience dealing with business and technical-related issues. He has spoken at numerous industry events and has participated in discussion panels as both a moderator and speaker.


Woo Jin Ho, Senior Analyst, Bloomberg Intelligence, USA

Woo Jin Ho is a senior networking and semiconductor equity analyst with Bloomberg Intelligence, Bloomberg's research arm. Since joining Bloomberg in 2015, he has published several company and industry reports on the optical sector. Prior to Bloomberg, he was an equity research analyst with several leading investment banks since 2000, and covered the networking and software sectors.



Vladimir Kozlov, Founder and CEO, Light Counting Marketing Research, USA

Vladimir Kozlov is the founder and CEO of LightCounting, an optical communications market research company established in 2004 with an objective of providing in-depth coverage of market and technologies for high speed optoelectronic interfaces employed in communications. By now, LightCounting is the leading market research company covering the optical networking supply chain, including cloud companies, service providers, equipment and component manufacturers.

Dr. Kozlov has more than 30 years of experience in optoelectronic technologies and devices, optical communications and market research. Dr. Kozlov held market analyst, product development and research staff positions at RHK Inc., Lucent Technologies and Princeton University.

Serving as Senior Market Analyst at RHK Inc., Dr. Kozlov initiated coverage of several segments of the optical component and module market, including optical transceivers. He completed numerous projects on technology and market analysis for leading optical suppliers. Dr. Kozlov was involved in development of 10Gbps and tunable laser products at Lucent Technologies, thin film organic semiconductor optoelectronics at Princeton University and blue-green semiconductor lasers at Brown University. He also conducted research on ultrafast lasers and spectroscopy of semiconductors.

Dr. Kozlov holds several US patents and has numerous publications in the area of optoelectronics. He received a Master in Science at Moscow State University in Russia and a doctorate in physics at Brown University in the United States.

Stefan Pongratz, Group Mobile Radio Analyst, Dell'Oro, USA

Stefan Pongratz is a senior director at the Dell’Oro Group, the trusted source for market information about the telecommunications, networks, and data center IT industries. Mr. Pongratz joined the Dell’Oro Group in 2010 after spending 10 years with the Anritsu Company. Mr. Pongratz is responsible for the firm's Radio Access Network and Carrier Economics Research programs and has authored advanced research reports on the wireless market assessing the impact and the market opportunity with Small Cells, C-RAN, IoT, 5G and CBRS.


Andrew Schmitt, Lead Analyst, Optical Hardware and Components, Cignal AI, USA

Andrew Schmitt is the founder and lead analyst at Cignal AI, where he leads quantitative and qualitative research on the networking market’s entire supply chain. He also provides consulting services to startups, carriers, vendors, and the investment community on developing business opportunities and market strategy.



Nina Wu, Market Analyst, Infostone Communication Consultant, China

Nina Wu is a market analyst at Infostone Communication Consultant specializing in optical communications market, particularly China optical communications market. Nina graduated from Chongqing University of Posts and Telecommunications, and has more than 13 years of industry experience.



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