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40/100Gから400Gへ:光モジュール・コンポーネンツの競合分析

From 40/100G to 400G: A Competitive Analysis of Optical Modules & Components

発行 Heavy Reading 商品コード 230723
出版日 ページ情報 英文 52 Pages
納期: 即日から翌営業日
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40/100Gから400Gへ:光モジュール・コンポーネンツの競合分析 From 40/100G to 400G: A Competitive Analysis of Optical Modules & Components
出版日: 2013年12月31日 ページ情報: 英文 52 Pages
概要

第2世代のプラグ可能オプティクスの導入によって、データセンターやその他のエンタープライズアプリケーションでは、100Gネットワークが市場の主流になっています。100Gロングホールは十分に確立し、ベンダーは400Gソリューションのトライアルを開始しています。極めて重要な80〜500kmメトロでは、100Gネットワーク市場が急増し、ベンダーは直接検出やコヒーレント技術の提供を開始しています。

当レポートでは、市場で急成長中の主要ベンダー(光モジュールベンダー23社、シリコンベンダー20社)について取り上げ、その製品と戦略について検証して、概略以下の構成でお届けいたします。

第1章 イントロダクション・調査結果

  • 調査結果
  • 調査範囲・構成

第2章 100G 市場・技術

  • 市場概要
  • 40G/100G/400G Ethernet
  • InfiniBand
  • Sonet/SDH、DWDM、OTN

第3章 データセンター/エンタープライズ/メトロ向け光モジュール

  • 40G/100G/400G 光モジュールの概要
  • アクティブケーブル
  • QSFP+・CXP 光モジュール
  • 40G CFP モジュール
  • 100G CFP モジュール
  • CFP2 モジュール
  • CFP4/QSFP28 モジュール
  • Cisco CPAK モジュール
  • エンタープライズ向け40G 300ピンモジュール

第4章 ロングホール・メトロソリューション

  • ODB・DPSK・DQPSK 変調
  • DP-QPSK・コヒーレントレシーバー
  • QAM 変調
  • ロングホールトランスポンダーモジュール
  • メトロトランシーバーモジュール

第5章 40/100G シリコンデバイス

  • VCSEL ドライバー・レシーバー・トランシーバー
  • 40G トランシーバー・MUX/DEMUX デバイス
  • 100G トランシーバー・ギアボックスデバイス
  • クアッド CDR デバイス

第6章 光モジュールベンダー

  • Acacia Communications Inc.
  • Avago Technologies Ltd.
  • Cisco Systems Inc.
  • Civcom Devices & Systems Ltd.
  • ColorChip Ltd.
  • Effdon Networks Ltd.
  • Eoptolink Technology Inc. Ltd.
  • FCI SA
  • Finisar Corp.
  • 富士通オプティカルコンポーネンツ
  • Gigalight (Shenzhen Gigalight Technology Co. Ltd.)
  • JDS Uniphase Corp.
  • Kaiam Corp.
  • Menara Networks Inc.
  • Molex Inc.
  • 日本電気
  • NeoPhotonics Corp.
  • Oclaro Inc.
  • OE Solutions Co. Ltd.
  • Oplink Communications Inc.
  • Reflex Photonics Inc.
  • Source Photonics Inc.
  • 住友電気工業

第7章 シリコンベンダー

  • Achronix Semiconductor Corp.
  • Altera Corp.
  • Applied Micro Circuits Corp.
  • Avago Technologies Ltd.
  • Broadcom Corp.
  • ClariPhy Communications Inc.
  • Cortina Systems Inc.
  • GigOptix Inc.
  • Inphi Corp.
  • Luxtera Inc.
  • Mellanox A/S
  • Mindspeed Technologies Inc.
  • MoSys Inc.
  • MultiPhy Ltd.
  • NTTエレクトロニクス
  • PMC-Sierra Inc.
  • Semtech Corp.
  • TeraSquare Co. Ltd.
  • Vitesse Semiconductor Corp.
  • Xilinx Inc.

付録

図表

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目次

The introduction of second-generation pluggable optics is taking 100G networking for data centers and other enterprise applications into the mainstream market. 100G long-haul is now well-established and vendors are starting to trial 400G solutions. The market for 100G networking in the all-important 80-500 km metro is rapidly taking off as vendors start delivering direct detect and coherent technology developed for the long-haul market in pluggable CFP optics developed for enterprise networks.

There is a growing supplier base for QSFP+/CXP optical modules and active optical cables, delivering more cost-effective 40G and 100G solutions for data center and enterprise networks. Optical module vendors are delivering the first CFP2 modules and many networking equipment manufacturers are embracing this form factor with a few waiting for CFP4. Cisco is bucking the market and using its proprietary CPAK modules. For 100G, long-haul equipment manufacturers are using either in-house designs or OIF 168-pin modules.

Equipment providers, silicon developers and optical component vendors face significant challenges from the demand for 100G interfaces. CFP4 and QSFP28 modules promise significantly higher density for networking systems but require highly integrated components. There are several vendors developing CFP4 and QSFP28 modules for introduction in 2014. The demand for pluggable modules for metro applications is driving significant investment in this area with options for direct detect or coherent and further options on where to place the coherent DSP.

This report details and analyzes 40/100G technologies, identifying the key advantages they hold for equipment manufacturers. The availability of 100G interfaces is growing quickly, with semiconductor and optical module vendors continually introducing new products that deliver better performance and greater integration. This is a demanding market with high development costs, and few vendors can offer complete solutions across the varied technologies.

From 40/100G to 400G: A Competitive Analysis of Optical Modules & Components details 100G technologies together with relevant 40G and 400G technologies, identifying and analyzing the full spectrum of vendors developing 40/100G optical modules and components. The report includes not only granular information on the components and systems themselves - of interest to telecom equipment manufacturers, optical module vendors, semiconductor vendors and service providers - but also insights into how the overall market and ecosystem is developing - of interest to a wide audience, including investors.

The report evaluates and analyzes the products and strategies of 42 leading vendors in this rapidly growing market, including 23 optical module vendors and 20 silicon vendors. In all more than 230 different products are detailed, including almost 150 optical modules and more than 80 semiconductor components.

This report is based on more than 30 interviews conducted with a wide range of optical module vendors and silicon vendors, along with product information supplied by vendors. The tables presented in the report are based on product documentation and supplemental data from our interviews and email conversations. All the data in the product tables has been provided to vendors for confirmation, feedback and updating ahead of publication. In total, the report contains detailed information and analysis on almost 230 products and 42 different vendors.

The excerpt below shows the five leading 100G optical module form factors for data center and enterprise applications. The 120G 12x Small Form-factor Pluggable (CXP) specification developed in 2009 by the InfiniBand Trade Association supports up to 12 channels. Each channel should support at least 10.5G. This specification also covers QSFP+ to CXP breakout active cables. 100GE can be supported using only 10 of the 12 channels.

image1

Metro transceiver modules need to support distances up to 600 km, significantly shorter than the reach required for long-distance applications. We are now seeing the emergence of a new class of optical module optimized for the metro application. The excerpt below shows announced 100G metro transceiver modules from six vendors.

image2

Report Scope & Structure

From 40/100G to 400G: A Competitive Analysis of Optical Modules & Components is structured as follows:

Section I is an introduction to the report, with complete report key findings.

Section II examines the dynamics of the 100G market and reviews the key networking technologies: Ethernet, InfiniBand, OTN, Sonet/SDH and DWDM.

Section III focuses on optical modules for data center and enterprise applications. This section covers more than 125 optical modules and active optical cables, including QSFP+/QSFP28, CXP, CFP, CFP2 and CFP4.

Section IV analyzes solutions for long-haul and metro networks, including a review of modulation technologies, such as ODB, QSFP, DQPSK and DP-QPSK with coherent receiver and QAM, and almost 30 optical modules, including CFP and CFP2 metro modules.

Section V focuses on 40/100G silicon devices for optical modules and line cards. This section covers more than 80 devices, including VCSEL drivers and receivers, 40/100G transceiver and gearbox devices (some with coherent receiver and OTN framer) and CDR devices.

Section VI offers detailed product and strategy analysis for 23 40/100G optical module vendors.

Section VII offers detailed product and strategy analysis for 20 40/100G silicon device vendors.

From 40/100G to 400G: A Competitive Analysis of Optical Modules & Components is published in PDF format.

Table of Contents

LIST OF FIGURES

I. INTRODUCTION & KEY FINDINGS

  • 1.1 Key Findings
  • 1.2 Report Scope & Structure

II. 100G MARKETS & TECHNOLOGY

  • 2.1 Market Overview
  • 2.2 40G/100G/400G Ethernet
  • 2.3 InfiniBand
  • 2.4 Sonet/SDH, DWDM & OTN

III. OPTICAL MODULES FOR DATA CENTER/ENTERPRISE/METRO

  • 3.1 40G/100G/400G Optical Module Overview
  • 3.2 Active Cables
  • 3.3 QSFP+ & CXP Optical Modules
  • 3.4 40G CFP Modules
  • 3.5 100G CFP Modules
  • 3.6 CFP2 Modules
  • 3.7 CFP4/QSFP28 Modules
  • 3.8 Cisco CPAK Modules
  • 3.9 40G 300-Pin Modules for Enterprise Applications

IV. LONG-HAUL & METRO SOLUTIONS

  • 4.1 ODB, DPSK & DQPSK Modulation
  • 4.2 DP-QPSK & Coherent Receiver
  • 4.3 QAM Modulation
  • 4.4 Long-Haul Transponder Modules
  • 4.5 Metro Transceiver Modules

V. 40/100G SILICON DEVICES

  • 5.1 VCSEL Drivers, Receivers & Transceivers
  • 5.2 40G Transceiver & Mux/Demux Devices
  • 5.3 100G Transceiver & Gearbox Devices
  • 5.4 Quad CDR Devices

VI. OPTICAL MODULE VENDORS

  • 6.1 Acacia Communications Inc.
  • 6.2 Avago Technologies Ltd.
  • 6.3 Cisco Systems Inc.
  • 6.4 Civcom Devices & Systems Ltd.
  • 6.5 ColorChip Ltd.
  • 6.6 Effdon Networks Ltd.
  • 6.7 Eoptolink Technology Inc. Ltd.
  • 6.8 FCI SA
  • 6.9 Finisar Corp.
  • 6.10 Fujitsu Optical Components Ltd.
  • 6.11 Gigalight (Shenzhen Gigalight Technology Co. Ltd.)
  • 6.12 JDS Uniphase Corp.
  • 6.13 Kaiam Corp.
  • 6.14 Menara Networks Inc.
  • 6.15 Molex Inc.
  • 6.16 NEC Corp.
  • 6.17 NeoPhotonics Corp.
  • 6.18 Oclaro Inc.
  • 6.19 OE Solutions Co. Ltd.
  • 6.20 Oplink Communications Inc.
  • 6.21 Reflex Photonics Inc.
  • 6.22 Source Photonics Inc.
  • 6.23 Sumitomo Electric Industries Ltd.

VII. SILICON VENDORS

  • 7.1 Achronix Semiconductor Corp.
  • 7.2 Altera Corp.
  • 7.3 Applied Micro Circuits Corp.
  • 7.4 Avago Technologies Ltd.
  • 7.5 Broadcom Corp.
  • 7.6 ClariPhy Communications Inc.
  • 7.7 Cortina Systems Inc.
  • 7.8 GigOptix Inc.
  • 7.9 Inphi Corp.
  • 7.10 Luxtera Inc.
  • 7.11 Mellanox A/S
  • 7.12 Mindspeed Technologies Inc.
  • 7.13 MoSys Inc.
  • 7.14 MultiPhy Ltd.
  • 7.15 NTT Electronics Corp.
  • 7.16 PMC-Sierra Inc.
  • 7.17 Semtech Corp.
  • 7.18 TeraSquare Co. Ltd.
  • 7.19 Vitesse Semiconductor Corp.
  • 7.20 Xilinx Inc.

APPENDIX A: ABOUT THE AUTHOR

APPENDIX B: LEGAL DISCLAIMER

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