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市場調查報告書

主動光纖纜線市場與機會:資料中心應用

Active Optical Cable Markets and Opportunities: 2014 to 2024: Volume I - Data Center Applications

出版商 Communications Industry Researchers (CIR) 商品編碼 297235
出版日期 內容資訊 英文
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主動光纖纜線市場與機會:資料中心應用 Active Optical Cable Markets and Opportunities: 2014 to 2024: Volume I - Data Center Applications
出版日期: 2014年06月02日 內容資訊: 英文
簡介

本報告針對世界主動光纖纜線(AOC)市場、提供市場、產品與技術概要、市場主要動向及發展動向分析、主要企業介紹、市場預測。

摘要整理

第1章 介紹

  • AOC市場持續成長的5項原因
    • AOC:簡單光纖
    • 出現:乙太網路AOC成長之後的成長
    • 全光資料中心AOC:上昇後下降
    • 巨龍的加入:AOC事業的中國企業比重擴大
    • 混合、技術與商品化要素
  • 本報告目標客群
  • 報告目的
  • 報告範圍
  • 調查方法
  • 報告構成

第2章 AOC市場資料中心與企業網絡

  • AOC市場影響的資料中心主要動向
    • AOC、大量資料與IoT
    • AOC與雲端
    • AOC與Port-A-Data-Center崛起
    • 全光資料中心AOC
    • 託管與AOC
  • 企業網路環境主動光纖纜線產品發展
    • CX4交換品AOC
    • 10G伺服器環境AOC
    • 40-Gbps與100-Gbps AOC產品發展
    • AOC與QSFP
    • AOC與CXP
    • 400 Gbps AOC
  • AOC與InfiniBand藍圖
    • AOC與IB的未來
    • IB AOC:產品與供應商
  • AOC與儲存
    • 光纖管道AOC
    • AOC與SAS
  • 混合AOC
  • AOC與排序乙太網路
  • 校內與通訊環境主動光纖纜線
  • Coda:主動銅電纜現在與未來角色
  • 本章主要重點摘要

第3章 AOC事業主要企業

  • 10GTEK(中國)
  • 3M(美國)
    • 3M的AOC新產品
  • Amphenol(美國)
  • Avago Technologies(美國)
    • Avago現在提供的AOC產品
    • Avago與Mellanox的紛爭
  • Centera Photonics(中國)
  • ConnPro(台灣)
  • Eoptolink(中國)
  • FCI Electronics(法國/新加坡)
    • Mini-SAS HD AOC
    • MergeOptics的遺產
    • AOC在FCI的未來
  • Fiberon Technologies(數國分公司)
  • Finisar(美國)
    • Laserwire
    • Quadwire
    • C.wire
    • AOC事業在Finisar的未來
  • Fujikura (日本)
  • 富士通(日本)
  • GigaLight Technology(中國)
    • Gigalight的120 G AOC
  • 日立電線
  • InnoLight(中國)
  • Mellanox(以色列)
  • Molex(美國)
    • Luxtera、AOC與Silicon Photonics
    • QuatroScale
    • iPass
  • Multilane(黎巴嫩)
  • Samtec(美國)
    • 提供中的AOC產品
  • Siemon(美國)
  • Sopto(香港)
  • Sumitomo(美國/日本)
    • Sumitomo的AOC產品發展
  • TE Connectivity(美國)
    • 傳統型AOC產品
    • 新產品:Coolbit與CDFP
  • Volex(英國)

第4章 市場預測

  • 預測方法
    • 情報來源
    • 經驗預測
    • 這會是銅材料的最後嗎?
  • 代替情況
    • 經濟、人口統計的可能性
    • 對影像未來影響
    • 光學的過大評價
  • AOC的9年預測:基本前提條件與計算
    • 考慮網路結構
    • AOC網址可能的市場規模?
    • 刀鋒型互連光纖與AOC的滲透
    • AOC價格前題條件與介面/MSA分類
  • 初步環境分類AOC預測:IB、乙太網路、其他
  • 距離分類AOC預測、包括校內AOC
    • 校內網路
  • 媒體種類、波長分類AOC預測
  • 資料中心規模分類預測

報告中使用的略語、簡稱

關於作者

圖表列表

目錄
Product Code: CIR-AOC-V1-0414

REASONS TO BUY THIS REPORT

  • CIR has been providing an annual market forecast and analysis for active optical cable (AOCs) for the past six years. Our report for 2014 is the most detailed and comprehensive we have ever published.
  • Granular forecast of AOC markets in both volume and value terms, with breakouts by type of interface/connector, cable type, protocols supported, cable length and wavelength. We incorporate into the forecast what the accelerating shift in the data center to 40 Gbps and 100 Gbps as well as new architectures such as top-of-the-rack switches will mean for the AOC market.
  • Analysis of demand for AOCs by type/size of data center and how the market for AOCs is being transformed by the latest data communications trends from clouds and SDN to "big data" and the Internet-of-Things.
  • Provides an assessment of the product/market strategies of more than 30 key AOC manufacturers including Chinese suppliers and other new entrants.
  • Part of a two-volume set. This volume focuses on opportunities for AOCs in the data center. Volume II examines revenue generation by AOCs in emerging addressable markets such as consumer electronics, personal computing and digital signage.

DESCRIPTION

CIR has been providing market coverage of Active Optical Cables (AOCs) for six years, as this market has continued to grow and attract new entrants, including some of the world's biggest suppliers of cabling and telecom components. Our annual report on AOC market opportunities is now widely regarded as the most authoritative market forecast and technology assessment in the AOC space and is read by business development and marketing executives in cabling, component and equipment firms throughout the world.

This year, CIR has decided to split our report into two volumes. In this volume we analyze and forecast the opportunities for AOCs in their traditional data center and HPC markets, which is where AOCs began life as "InfiniBand extenders," but now embrace all the other major local area networking protocols. In Volume II, we analyze AOC opportunities in markets where AOC insiders believe they will generate significant revenues over the next decade: personal computing, consumer electronics and digital signage.

Within the data center, AOCs continue to be deployed to optimize the existing infrastructure by providing higher data rates among servers, switches and storage facilities. CIR expects this general trend to continue, but also anticipates important new developments that will transform the AOC space and create new opportunities for AOCs going forward:

  • Major product changes within the AOC space in the next two years as 40 Gbps, 100 Gbps and high-speed IB connections become commonplace in the data center.
  • AOC suppliers adapting product strategies to the growing number of all-optical data centers. Will this mean more of fewer AOCs will be sold?
  • Conversely, today, fiber in the data center is something that even managers of medium-sized data centers should be considering and deploying AOCs are a good strategy to adopt to make this happen. But how much will this make the AOC market expand?

This report also examines how macro-trends such the advent of SDN, virtualization and the Internet-of-Things (IoT) will affect AOC demand. CIR anticipates that this report will be a high value resource for marketing and business development managers at components and cable firms as well as at the AOC firms themselves:

  • On the supply side, the report provide CIR's take on the rise of Chinese suppliers and other new entrants into the AOC space.
  • The extensive supplier profiles in this report discuss the products that these firms are (or will soon) offer and include in-depth analysis of the strategies being deployed by major AOC firms including some of newer firms that have entered the market.
  • The report includes granular eight-year forecasts of AOCs in the data center with appropriate breakouts by data rate, standards/MSA, cable type, reach, wavelength and form factor.
  • This report also takes a look at important marketing issues faced by AOC, such as the importance of branding.

The goal of this report is to show how the AOC market will be able to further penetrate data center and campus networks and the economic and technological trends that are making it possible. The report is primarily focused on business strategy, analyzing the sectors of corporate networking in which AOCs are likely to find a market and identifying the main opportunities markets.

Table of Contents

Executive Summary

  • E.1 Changing AOC Market Conditions Since 2013 Reports
  • E.2 China and the AOC Business
  • E.3 Once Upon a Time in the West: Technological Innovation at Leading AOC Firms
    • E.3.1 The Future of Conventional AOC Products
    • E.3.2 Innovation Creates Larger Addressable Markets for AOCs: SAS 3.0
  • E.4 Summary of Market Forecasts

Chapter One: Introduction

  • 1.1 Five Reasons Why AOC Markets Will Keep Growing
    • 1.1.1 AOCs: Easy Fiber
    • 1.1.2 Breaking Out: The Rise and Rise of Ethernet AOCs
    • 1.1.3 AOCs in the All-Optical Data Center: Up and Then Down
    • 1.1.4 Enter the Dragon: The Growing Role of Chinese Firms in the AOC Business
    • 1.1.5 Branding, Technology and the Commoditization Factor
  • 1.2 Intended Audience for this Report
  • 1.3 Objectives of this Report
  • 1.4 Scope of this Report
  • 1.5 Methodology
  • 1.6 Plan of this Report

Chapter Two: Data Centers and Enterprise Networks as a Market for AOCs

  • 2.1 Key Data Center Trends Impacting the AOC Market
    • 2.1.1 AOCs, Big Data and the IoT
    • 2.1.2 AOCs and the Cloud
    • 2.1.3 AOCs and the Rise of the Port-A-Data-Center
    • 2.1.4 AOCs in the All-Optical Data Center
    • 2.1.5 Co-Location and AOCs
  • 2.2 Evolution of Active Optical Cabling Products for the Corporate Networking Environment
    • 2.2.1 AOCs as CX4 Replacement
    • 2.2.2 AOCs in a 10G Server Environment
    • 2.2.3 40-Gbps and 100-Gbps AOC Product Evolution
    • 2.2.4 AOCs and QSFP
    • 2.2.5 AOCs and CXP
    • 2.2.6 AOCs at 400 Gbps
  • 2.3 AOCs and the InfiniBand Roadmap
    • 2.3.1 AOCs and the Future of IB
    • 2.3.2 IB AOCs: Products and Vendors
  • 2.4 AOCs and Storage
    • 2.4.1 Fibre Channel AOCs
    • 2.4.2 AOCs and SAS
  • 2.5 Hybrid AOCs
  • 2.6 AOCs and Serial Ethernet
  • 2.7 Active Optical Cabling in the Campus and Telecom Environment
  • 2.8 Coda: Current and Future Role of Active Copper Cabling
  • 2.9 Summary of Key Points Made in this Chapter

Chapter Three: Firms to Watch in the AOC Business

  • 3.1 10GTEK (China)
  • 3.2 3M (United States)
    • 3.2.1 3M's New AOC Products
  • 3.3 Amphenol (United States)
  • 3.4 Avago Technologies (United States)
    • 3.4.1 Avago' Current AOC Offerings
    • 3.4.2 The Avago Mellanox Dispute
  • 3.5 Centera Photonics (China)
  • 3.6 ConnPro (Taiwan)
  • 3.7 Eoptolink (China)
  • 3.8 FCI Electronics (France/Singapore)
    • 3.8.1 Mini-SAS HD AOC
    • 3.8.2 Inheritance from MergeOptics
    • 3.8.3 The Future of FCI in AOCs
  • 3.9 Fiberon Technologies (Locations in several countries)
  • 3.10 Finisar (United States)
    • 3.10.1 Laserwire
    • 3.10.2 Quadwire
    • 3.10.3 C.wire
    • 3.10.4 Finisar's Future in the AOC Business
  • 3.11 Fujikura (Japan)
  • 3.12 Fujitsu (Japan)
  • 3.13 GigaLight Technology (China)
    • 3.13.1 Gigalight's 120 G AOC
  • 3.14 Hitachi Cable
  • 3.15 InnoLight (China)
  • 3.16 Mellanox (Israel)
  • 3.17 Molex (United States)
    • 3.17.1 Luxtera, AOCs and Silicon Photonics
    • 3.17.2 QuatroScale
    • 3.17.3 iPass
  • 3.18 Multilane (Lebanon)
  • 3.19 Samtec (United States)
    • 3.19.1 AOC Products Offered
  • 3.20 Siemon (United States)
  • 3.21 Sopto (Hong Kong)
  • 3.22 Sumitomo (U.S./Japan)
    • 3.22.1 Product Evolution of AOCs at Sumitomo
  • 3.23 TE Connectivity (United States)
    • 3.23.1 Conventional AOC Products
    • 3.23.2 Newer Products: Coolbit and CDFP
  • 3.24 Volex (U.K.)

Chapter Four: Market Forecasts

  • 4.1 Forecasting Methodology
    • 4.1.1 Sources of Data
    • 4.1.2 Forecasts from Experience
    • 4.1.3 Can this be the End of Copper?
  • 4.2 Alternative Scenarios
    • 4.2.1 Economic and Demographic Possibilities
    • 4.2.2 Impact of the Future of Video
    • 4.2.3 Overestimating Optics
  • 4.3 Nine-Year Forecast of AOCs: Basic Assumptions and Calculations
    • 4.3.1 Network Topology Considerations
    • 4.3.2 What is the Size of the Addressable Market of AOCs
    • 4.3.3 Penetration of Fiber Optics and AOCs in Rack-Based Interconnection
    • 4.3.4 AOC Pricing Assumptions and Breakout by Interface/MSA
  • 4.4 Forecast of AOCs by Protocol Environment: IB, Ethernet and Other
  • 4.5 Forecast of AOCs by Length Including Campus AOCs
    • 4.5.1 Campus Networks
  • 4.6 Forecast of AOCs by Media Type and Wavelength.
  • 4.7 Forecast by Data Center Size

Acronyms and Abbreviations Used In this Report

About the Author

List of Exhibits

  • Exhibit E-1: Worldwide AOC Market by MSA, 2014-2022 ($ Millions)
  • Exhibit 2-1: Data Rates for InfiniBand (Gbps)
  • Exhibit 4-1: Size of Data Center by Number of Racks
  • Exhibit 4-2: Addressable Market for Rack-Based Interconnection in the Data Center, 2014-2022
  • Exhibit 4-3: AOCs for Server Connections in the Data Center, 2014-2022
  • Exhibit 4-4: AOCs for Inter-Switch and Similar Connections in the Data Center, 2014-2022
  • Exhibit 4-5: Worldwide AOC Market by Network Location, 2014-2022 (Millions of Units)
  • Exhibit 4-6 Worldwide AOC Market by MSA/Type of Connector, 2014-2022
  • Exhibit 4-7: Worldwide AOC Market by Data Rate, 2013-2022 (000s of Units)
  • Exhibit 4-8: Worldwide AOC Market by Protocol, 2014-2022 ($ Millions)
  • Exhibit 4-9: Worldwide AOC Market by Length of Cable, 2014-2022 ($ Millions)
  • Exhibit 4-10: Worldwide AOC Market by Media, 2014-2022 (000s of Units)
  • Exhibit 4-11: Worldwide AOC Market by Wavelength, 2014-2022 (000s of Units)
  • Exhibit 4-12: Worldwide AOC Market by Size of Data Center, 2014-2022 ($ Million)
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