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市場調查報告書

主動式光纖 (AOC) 市場:2017-2026年

MARKETS FOR ACTIVE OPTICAL CABLES: 2017-2026

出版商 Communications Industry Researchers (CIR) 商品編碼 336973
出版日期 內容資訊 英文 110 Pages
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主動式光纖 (AOC) 市場:2017-2026年 MARKETS FOR ACTIVE OPTICAL CABLES: 2017-2026
出版日期: 2016年12月28日 內容資訊: 英文 110 Pages
簡介

本報告以主動式光纖 (AOC) 市場為研究主題,提供資料中心,數位電子看板,及消費者電子產品/個人電腦市場,以及軍事網路、校園網路等利基市場上的應用的議論,下個AOC產品、市場相關展望,及主要企業簡介等,詳細內容彙整。

第1章 簡介

第2章 影響AOC商務的的主要產品、技術發展

  • 企業網路環境的AOC產品的發展
  • 目前對InfiniBand藍圖的期待:對AOC的影響
  • AOC及儲存
  • 視訊AOC市場
  • AOC及DVI?
  • 主動式光纖及DisplayPort (顯示埠)
  • AOC及USB
  • 光Thunderbolt的未來
  • 混合AOC
  • 雷射及AOC的未來
  • 本章的摘要

第3章 AOC的主要市場

  • 簡介
  • 資料中心:AOC的主要市場
  • 校園及通訊環境的主動式光纖
  • AOC的潛在市場的數位電子看板
  • 消費者電子產品及個人電腦
  • 本章的摘要

第4章 AOC的18家關注供應商:策略簡介

  • 簡介
  • 3c-Link (中國/香港)
  • 3M (美國)
  • 10Gtek (中國)
  • Amphenol and FCI (美國)
  • Avago/Broadcom (美國、新加坡)
  • Centera Photonics (中國)
  • Chromis Fiberopics (美國)
  • Corning (美國)
  • Finisar (美國)
  • 富士通 (日本)
  • Gigalight Technology (中國)
  • Intel (美國)
  • Mellanox (以色列)
  • Molex (美國)
  • Samtec (美國)
  • Siemon (美國)
  • TE Connectivity (美國)
  • Zephyr Photonics (美國)

附錄A:AOC市場十年預測

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目錄
Product Code: CIR-AOC-2017

CIR's AOC reports have been the reliable source for business development and marketing executives in cabling, component and equipment firms for a decade. In this latest report, we pay special attention to the changes that are occurring as western AOC suppliers merge and Chinese suppliers come to the fore. And, as always, we discuss how AOC firms should best respond to the latest developments in networking standards, MSAs and fiber varieties. In this report, we are especially focused in the opportunities for AOCs resulting from the new MSAs for data center networking at 100 Gbps, 200 Gbps and 400 Gbps. In addition, we provide forecasts of the substantial market for AOCs that we see emerging in personal computing and consumer electronic from the recent technology updates of Intel's Thunderbolt interface.

This report discusses applications for AOCs in the following markets: data centers (Ethernet, InfiniBand and storage networks), digital signage, and consumer electronics/personal computing (USB, HDMI, DisplayPort, Thunderbolt, PCIe, etc.). It also provides coverage of niche markets for AOCs such as military networks and campus networks.

This report provides an insider perspective on what's next in AOC products and markets -- profitable niches in which AOC makers can build platforms for new business revenues. It is also strongly focus focused on business strategy, analyzing the sectors in which AOCs are likely to find a market and examining the most important marketing issues faced in the AOC market, such as the importance of branding and product differentiation.

The report also profiles all the leading suppliers of AOCs including established players, emergent Chinese vendors and the latest innovators. The report also provides estimates of the current market shares of the AOC market leaders and in addition, we examine the impact on the AOC sector of important on recent M&A activity such as Amphenol's acquisition of FCI and Avago's acquisition of Broadcom. Our report also includes a discussion of how AOC supply chains and marketing strategies will evolve and how CIR expects AOCs to more fully enter retail distribution

As with CIR's previous reports on AOCs, this report provides highly detailed ten-year forecast of the AOC market in both volume and value terms. Over the decade that CIR has been covering the AOC market we have developed a sophisticated forecasting model for AOCs and have been able to test our estimates against the views of AOC industry insiders.

Our forecasting methodology is based on estimating the size and growth of the underlying addressable markets for AOCs and then adopting plausible penetration rates for each segment of the AOC markets as well as estimate of acceptable price points for each sector. The breakouts used in our ten-year forecasts are as follows:

  • Type of transceiver/MSA
  • Cable length
  • Fiber type
  • Electrical connectors supported
  • Data rates supported
  • End-user application
  • Country of use

The bottom line is that this report examines what it will take to be successful in the market for AOCs. CIR anticipates that this report will be a high value resource for marketing and business development managers in the components, cable, consumer electronics and personal electronics firms as well as at the AOC firms themselves.

Table of Contents

E.1. The Core Value Proposition for AOCs Still Remains Strong

  • E.1.1. A Crucial Question: How Fast Will Key Market Segments Abandon Copper?

E.2. The China Factor

  • E.2.1. Chinese Suppliers: Bigger and Better
  • E.2.2. The Chinese Domestic Market for AOCs

E.3. Changes in Data Center Cabling: A Growing Market for SMF AOCs?

E.4. AOCs, 200/400 Gbps and the Latest MSAs

E.5. Supply Chain Evolution

  • E.5.1. Branding and Product Differentiation in the AOC Business
  • E.5.2. AOC Supply Chains: Consumer Electronics and Personal Computing

E.6. Summary of Ten-year forecasts for AOCs

  • E.6.1. Summary of AOCs by End-User Type
  • E.6.2. Summary of AOCs by Data Rates
  • E.6.3. Summary of AOCs by MSA

Chapter One: Introduction

  • 1.1. Background to this Report
    • 1.1.1. AOCs and the Remaking of the Data Center Market
    • 1.1.2. AOCs and the New Era of Technological Fervor
    • 1.1.3. Thunderbolt: The Gateway to AOCs in the Consumer Electronics Space?
    • 1.1.4. The Chinese are Coming
  • 1.2. Objective and Scope of Report
  • 1.3. Methodology of this Report
    • 1.3.1. Forecasting Methodology
  • 1.4. Plan of Report

Chapter Two: Key Product and Technical Developments Impacting the AOC Business

  • 2.1. Evolution of AOC Products for the Corporate Networking Environment
    • 2.1.1. AOCs as CX4 Replacement
    • 2.1.2. AOCs and the 10G Server Environment
    • 2.1.3. SFP and its Variants: SFP28
    • 2.1.4. QSFP and its Variants: QSFP28
    • 2.1.5. CFP and AOCs
    • 2.1.6. CPAK and AOCs
    • 2.1.7. The Future of 400G AOCs
  • 2.2. Current Expectations for the InfiniBand Roadmap: Impact on AOCs
    • 2.2.1. AOCs and the Future of IB
  • 2.3. AOCs and Storage
    • 2.3.1. Fibre Channel AOCs
    • 2.3.2. AOCs and SAS
  • 2.4. Video AOC Markets
    • 2.4.1. HDMI AOCs
  • 2.5. AOCs and DVI?
    • 2.5.1. AOCs and Cabling for DVI
  • 2.6. Active Optical Cabling and DisplayPort
    • 2.6.1. Suppliers of AOCs for DisplayPort Applications
  • 2.7. AOCs and USB
    • 2.7.1. Does USB need AOC
  • 2.8. A Future for Optical Thunderbolt
    • 2.8.1. Thunderbolt Generations
  • 2.9. Hybrid AOCs
  • 2.10. Lasers and the Future of AOCs
  • 2.11. Summary of Key Points Made in this Chapter

Chapter Three: Key Markets for AOCs

  • 3.1. Introduction
  • 3.2. Data Centers: Primary Market for AOCs
    • 3.2.1. Data Rate Requirements in Mainstream Data Centers
    • 3.2.2. Current and Future Use of Fiber in the Data Center
    • 3.2.3. AOCs Opportunities in the Context of Media Alternatives
    • 3.2.4. Hyperscale Data Centers: Microsoft, Linked In and Facebook
  • 3.3. Active Optical Cabling in the Campus and Telecom Environment
    • 3.3.1. The Molex/Luxtera Solution
  • 3.4. Digital Signage as an Addressable Markets for AOCs
    • 3.4.1. Networking and the Need for AOCs in Digital Signage
    • 3.4.2. Types of AOCs Used in Digital Signage
    • 3.4.3. Two Reasons to Expect Growth for AOCs in the Digital Signage Market
  • 3.5. Consumer Electronics and Personal Computing
    • 3.5.1. AOCs in Personal Computing
    • 3.5.2. AOCs and the Future use of Thunderbolt
    • 3.5.2. AOCs and the PCIe
    • 3.5.3. Future Uses for AOCs in Personal Computing and Consumer Electronics
    • 3.5.4. AOCs in the PC Supply Chain
  • 3.6. Key Points from this Chapter

Chapter Four: Eighteen Key AOC Suppliers to Watch: Strategic Profiles

  • 4.1. Introduction
  • 4.2. 3c-Link (China/Hong Kong)
  • 4.3. 3M (United States)
  • 4.4. 10Gtek (China)
    • 4.4.1. Support of QSFP28
  • 4.5. Amphenol and FCI (United States)
    • 4.5.1. The FCI Connection
  • 4.6. Avago/Broadcom (United States and Singapore)
    • 4.6.1. The Avago Legacy
  • 4.7. Centera Photonics (China)
  • 4.8. Chromis Fiberopics (United States)
  • 4.9. Corning (United States)
  • 4.10. Finisar (United States)
    • 4.10.1. AOC Product Range
  • 4.11. Fujitsu (Japan)
  • 4.12. Gigalight Technology (China)
    • 4.12.1. AOC Strategies
  • 4.13. Intel (United States)
  • 4.14. Mellanox (Israel)
    • 4.14.1. Mellanox AOCs at the 100 Gbps Level and Above
  • 4.15. Molex (United States)
    • 4.15.1. QuatroScale AOCs
    • 4.15.2. CDFP and zCD
    • 4.15.3. iPass
  • 4.16. Samtec (United States)
    • 4.16.1. AOC Products Offered
    • 4.16.2. Recent Developments
  • 4.17. Siemon (United States)
  • 4.18. TE Connectivity (United States)
    • 4.18.1. Conventional AOC Products
    • 4.18.2. Newer Products: Coolbit, QSFP28 and CDFP
  • 4.19. Zephyr Photonics (United States)

Appendix A: Ten-Year Forecasts of AOC Markets

  • A.1. Sources of Data
  • A.2. Forecasting Methodology
  • A.3. Pricing Assumptions
    • A.3.1. Sources of Uncertainty in AOC Pricing
  • A.4. Alternative Scenarios
    • A.4.1. High-end Scenario
    • A.4.2. Low-end Scenario
  • A.5. Forecast of Addressable Market for AOCs by Application, with Breakout by Protocol/Connector Environment and Cabling Reach
  • A.6. Forecast of AOC Penetration of Addressable Market
  • A.7. Forecast of AOC Installed Base
  • A.8. Forecast of AOC Shipments by Reach/Length and Protocols
  • A.9. Forecast of AOC Pricing by End User/Protocol
  • A.10. Forecast of AOC Markets by Data Rate and MSA/Transceiver Type
    • A.10.1. Optical Ethernet
    • A.10.2. InfiniBand
    • A.10.3. Storage Networks
    • A.10.4. Video and Consumer Electronics AOCs
  • A.11. Forecast of AOC Markets by Size and Type of Network
  • A.12. Forecast by Type of Cable

List of Exhibits

  • Exhibit E-1: Patterns of AOC Adoption by Market Segments
  • Exhibit E-2: Possible Strategies for Non-Chinese AOC Suppliers
  • Exhibit E-3: Summary of AOCs by End User Type: Revenues and Units Shipped
  • Exhibit E-4: Summary of AOCs by Speeds: Revenues and Units Shipped
  • Exhibit E-5: Summary of AOCs by Transceiver MSAs: Revenues and Units Shipped
  • Exhibit 2-1: Expected Evolution of AOC Parameters
  • Exhibit 2-2: Companies Selling QSFP28 AOCs
  • Exhibit 2-3: Data Rates for InfiniBand (Gbps)
  • Exhibit 2-4: Suppliers of HDMI AOCs
  • Exhibit 3-1: Expansion of Data Traffic to 2020 - Cisco's View
  • Exhibit 3-2: Stages in the Fiberization of Data Centers: Impact on AOCs
  • Exhibit 3-3: Media Options for the Modern Data Center
  • Exhibit 3-4: Cabling Infrastructure in Hyperscale Facebook Data Centers (Percent of cabling infrastructure)
  • Exhibit 3-5: Current Applications for Digital Signage
  • Exhibit A-1: Summary of Addressable Market for Data AOCs by Application/Protocol and Reach
  • Exhibit A-2: Summary of Addressable Market for “Video” and Personal Computing AOCs by Protocol and Reach
  • Exhibit A-3: Summary of AOC Penetration of Addressable Market for Data AOCs by Protocol and Reach (Percent)
  • Exhibit A-4: Summary of AOC Penetration of Addressable Market for “Video” AOCs by Protocol and Reach (Percent)
  • Exhibit A-5: Installed Base of Data AOCs by Protocol and Reach (000s)
  • Exhibit A-6: Installed Base for “Video” AOCs by Protocol and Reach
  • Exhibit A-7 Shipments of Data AOCs by Protocol and Reach (000s)
  • Exhibit A-8: Shipments of “Video” AOCs by Protocol and Reach (000s)
  • Exhibit A-9: Basic Pricing Information for AOCs by Speed Class ($)
  • Exhibit A-10: Optical Ethernet AOCs: Shipments by MSA and Data
  • Exhibit A-11: IB AOCs: Shipments by MSA and Data
  • Exhibit A-12: Fibre Channel and other SAN AOCs: Shipments by MSA and Data
  • Exhibit A-13: Video and other Consumer Electronics AOCs: Shipments by MSA and Data Rate
  • Exhibit A-14: AOC Market by Size and Type of Network
  • Exhibit A-15: AOC Market by Type of Cable

Acronyms and Abbreviations Used In this Report

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