40/100 GigE Markets: 2010 and Beyond
|発行||Communications Industry Researchers (CIR)||商品コード||106700|
CIR has been following the beyond 10G market for more than three years now, starting when the first rumors surfaced that the IEEE would be working on a 100G project. As a result, we have garnered significant insight into the products that are being developed for this rapidly emerging market as well as the thinking of the power users who will be the first to deploy 40/100 GigE.
In this report, as in its previous reports that CIR has published on the 40/100 GigE market, we examine the business opportunities for all module and component products aimed at the 40/100 GigE space. These include transceivers, cabling, lasers, TOSA/ROSAs, WDM devices, dispersion compensation and error correction devices and networking silicon.
In this latest CIR study of the 40/100 Gbps market, we also provide up to the minute commentary on the strategies of the leading players in the 40/100 Gbps including component/module makers, OEMs and service providers. And, as with previous CIR reports on 40/100 Gbps we include a granular eight-year volume and value shipment projection.
However, this is not just an update of CIR' s earlier reports, but a completely new report that reflects the fact that 2010 is the first time that equipment makers and end users will have the chance to actually work with and deploy 40/100 GigE. The 40/100 GigE standard is supposed to be published in June 2010 and pre-standard devices are expected to be available as early as in the first quarter 2010. In fact, we believe that the OFC/NFOEC 2010 trade show and conference could turn out to be the “coming out party” for 40 and 100G initial product offerings. And as CIR has long stressed, we have always viewed 40/100 GigE as a networking protocol that will eventually cater to a mass market that will extend well beyond the high-performance computing centers and server mega-farms that were the original impetus for the standards making in this area. One area that receives particular attention is how 40/100 GigE will fit into the data center environment in which InfiniBand and Fibre Channel has often been the preferred way of doing things; not Ethernet.
However, this report goes well beyond looking at traditional datacom markets for Ethernet and also provides extensive analysis of the market for 40/100 GigE in the carrier market. Until recently, Carrier Ethernet was close to an oxymoron. However, many of the major carriers are now talking about near-term 100 Gbps upgrades and, because there is nothing else available, they can only be referring to Ethernet deployment. With this in mind, the report raises and provides preliminary answers to the question as to what the 40/100 G products for the carrier market will look like? In providing these answers the report also takes a look at what the new found cooperation between the ITU-T, OIF and IEEE will really mean to carrier marketplace for 40/100 Gbps products.
The analyst for this report has had many years experience as both an engineer and a marketing manager in the optical module and cabling business. As a result, this report provides in depth coverage from the perspective of an insider; someone who understands the commercialization process for this kind of products as well as what it takes to market transceivers and components to OEMs in today' s economic environment. Our analyst also happens to have a deep understanding of the latest trends and requirements in large data centers, the market that will be key to a take off in the 40/100 GigE market.
CIR prides itself on its independent analysis and level-headed forecasting. We interview representatives from not only the prominent components suppliers, but equipment manufacturers, service providers, standards development personnel and even end users when appropriate. Facts are gathered, analyzed and checked with common sense and extensive secondary research.
Secondary research for this report consisted of reviewing many sources including corporate Web sites, research journals, SEC reports, standards information, industry trade shows, industry conferences, industry marketing groups and previous CIR reports.