市場調査レポート

25/100Gから400Gへ:光モジュール・コンポーネントの競合分析

From 25/100G to 400G: A Competitive Analysis of Optical Modules & Components

発行 Heavy Reading 商品コード 337762
出版日 ページ情報 英文 73 Pages
納期: 即日から翌営業日
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25/100Gから400Gへ:光モジュール・コンポーネントの競合分析 From 25/100G to 400G: A Competitive Analysis of Optical Modules & Components
出版日: 2015年08月21日 ページ情報: 英文 73 Pages
概要

第3世代のモジュールは、データセンター、エンタープライズ、メトロおよびロングホールネットワークにおけるコスト効果的な100Gコネクティビティを可能にします。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、25G/100G 技術とその25G/40G/100G/400Gポートへのアプリケーションについて詳細に分析し、市場で急成長中の主要ベンダー (光モジュールベンダー31社、シリコンベンダー19社) の製品と戦略について検証しています。

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
  • 25G/40G/100G Ethernet
  • 400G Ethernet
  • InfiniBand
  • Sonet/SDH、DWDM、OTN

第3章 データセンター/エンタープライズ向け光モジュール

  • 25G/40G/100G/400G 光モジュールの概要
  • 400G 光モジュールの概要
  • アクティブケーブル
  • QSFP+光モジュール
  • QSFP28光モジュール
  • SFP28光モジュール
  • CXP光モジュール
  • 40G CFP光モジュール
  • 100G CFP光モジュール
  • CFP2光モジュール
  • CFP4光モジュール
  • エンタープライズ向け40G 300ピン光モジュール

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・メトロトランスポンダーモジュール
  • メトロ/ロングホールCFPモジュール
  • メトロCFP2モジュール

第5章 40/100G シリコンデバイス

  • 100G トランシーバー・ギアボックスデバイス
  • 40G トランシーバー、PHY・MUX/DEMUX デバイス
  • パケット光トランスポートプラットフォーム (P-OTP) デバイス
  • クアッド CDR デバイス
  • ドライバー・レシーバーアレイ

第6章 光モジュールベンダー

  • Acacia Communications Inc.
  • Accelink Technologies Co. Ltd.
  • Avago Technologies Ltd.
  • Champion ONE (Champion Optical Network Engineering LLC)
  • 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ト
  • Gigalight (Shenzhen Gigalight Technology Co. Ltd.)
  • InnoLight Technology Corp.
  • Kaiam Corp.
  • Lumentum Holdings Inc.
  • Luxtera Inc.
  • Mellanox Technologies Ltd.
  • Menara Networks Inc.
  • Molex Inc.
  • NEC (日本電気)
  • NeoPhotonics Corp.
  • Oclaro Inc.
  • OE Solutions Co. Ltd.
  • Oplink Communications Inc.
  • Optcore Technology Co. Ltd.
  • ProLabs Ltd.
  • Reflex Photonics Inc.
  • Skorpios Technologies 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.
  • GigOptix Inc.
  • Inphi Corp.
  • Macom (M/A-COM Technology Solutions Holdings Inc.)
  • Mellanox Technologies Ltd.
  • Microsemi Corp.
  • MoSys Inc.
  • MultiPhy Ltd.
  • NTTエレクトロニクス (NEL)
  • PMC-Sierra Inc.
  • Semtech Corp.
  • Socionext Inc.
  • TeraSquare Co. Ltd.
  • Xilinx Inc.

付録A:著者について

付録B:免責事項

図表

目次

Demand for higher bandwidth across the network from the edge to the data center is driving the market for 100 Gbit/s (henceforth simply "G") solutions. Third-generation modules enable cost-effective 100G connectivity in data center, enterprise, metro and long-haul networks. For most optical networking applications, 100G ports are now lower-cost per gigabit than multiple 10G or 40G ports. The shift to 4x25G serial interfaces for optical module and backplane connections has opened up new opportunities for 25G ports in data centers and storage networks. 100G long-haul is now well-established and vendors are starting to deploy 400G solutions. The market for 100G networking in the all-important 80-500 km metro and data center interconnect (DCI) is rapidly taking off as vendors deliver direct-detect and coherent technology developed for the long-haul market using pluggable optical modules and digital signal processor (DSP)-based transceivers.

There is a rapidly growing demand and supplier base for third-generation QSFP28 and CFP4 optical modules for use in data center and enterprise networks. These third-generation optical modules enable significantly higher port density, lower power and lower cost, taking advantage of the latest developments in silicon and photonic integration. Cisco, which was bucking the market by using its proprietary CPAK modules instead of CFP2 modules, is now planning to use QSFP28 for client-side interfaces as suitable modules become available. We are also seeing several vendors enter the 100G market that are focused on supplying optical modules direct to service providers, shortening the supply chain and reducing the cost of 100G ports.

For long-haul applications equipment manufacturers are currently using in-house modules, OIF 168-pin modules or CFP pluggable modules. The development by several vendors of CFP2 analog coherent modules (CFP2-ACO) will give equipment manufacturers the attractive option of using a standard optical module with an in-house or third party DSP device on the line card. The development of silicon devices implementing 16QAM modulation has enabled 200G and 400G solutions including optical modules using one or two DSP devices.

Silicon devices are critical for 100G systems and optical modules. 100G transceiver and gearbox devices integrate support for the different modulation schemes, and packet-optical transport platform (P-OTP) devices integrate most of the functionality for 100G and 400G P-OTP systems. Quad clock/data recovery (CDR) devices and driver and receiver arrays are critical to the development of third-generation optical modules.

From 25/100G to 400G: A Competitive Analysis of Optical Modules & Components details 25/100G technologies and their application to 25G, 40G, 100G and 400G ports, identifying and analyzing the full spectrum of vendors developing optical modules and components. The report includes not only granular information on the components and systems themselves - of interest to telecom equipment manufacturers, service providers, optical module vendors and semiconductor vendors - 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 48 leading vendors in this rapidly growing market, including 31 optical module vendors and 19 silicon vendors. In total, the report details more than 250 optical modules and more than 80 semiconductor components.

This report is based on more than 40 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.

The excerpt below illustrates the kind of in-depth, granular information provided in this report. The excerpt shows a selection of the 100/400G P-OTP devices available from companies such as Altera, AppliedMicro, Inphi and PMC-Sierra.

image1

Report Scope & Structure

From 25/100G to 400G: A Competitive Analysis of Optical Modules & Components is structured as follows:

Section I is an introduction to the report, including the key findings of our research.

Section II examines the dynamics of the market and reviews the key networking technologies: 25/40/100/400G Ethernet, InfiniBand, OTN, Sonet/SDH and DWDM.

Section III focuses on optical modules for data center and enterprise applications. This section covers more than 240 optical modules and active optical cables, including QSFP+, QSFP28, SFP28, CXP, CFP, CFP2 and CFP4.

Section IV analyzes solutions for long-haul and metro networks, including a review of modulation technologies, such as ODB, OOK, QSFP, DQPSK, DP-QPSK with coherent receiver and QAM, and over 30 optical modules, including CFP, CFP2-ACO, 168-pin and 400G modules.

Section V focuses on 40/100/400G silicon devices for optical modules and line cards. This section covers more than 80 devices, including 40/100G transceiver and gearbox devices, 100/400G P-OTP devices, CDR devices and driver and receiver arrays.

Section VI offers detailed product and strategy analysis for 31 optical module vendors.

Section VII offers detailed product and strategy analysis for 19 silicon device vendors.

From 25/100G 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 25/40/100G Ethernet
  • 2.3 400G Ethernet
  • 2.4 InfiniBand
  • 2.5 Fibre Channel
  • 2.6 Sonet/SDH, DWDM & OTN

III. OPTICAL MODULES FOR DATA CENTER & ENTERPRISE

  • 3.1 25G/40G/100G/400G Optical Module Overview
  • 3.2 400G Optical Module Overview
  • 3.3 Active Cables
  • 3.4 QSFP+ Optical Modules
  • 3.5 QSFP28 Optical Modules
  • 3.6 SFP28 Optical Modules
  • 3.7 CXP Optical Modules
  • 3.8 40G CFP Optical Modules
  • 3.9 100G CFP Optical Modules
  • 3.10 CFP2 Optical Modules
  • 3.11 CFP4 Optical Modules
  • 3.12 Cisco CPAK Optical Modules
  • 3.13 40G 300-Pin Optical Modules for Enterprise Applications

IV. LONG-HAUL & METRO SOLUTIONS

  • 4.1 ODB, DPSK, DQPSK, OOK Modulation
  • 4.2 DP-QPSK & Coherent Receiver
  • 4.3 QAM Modulation
  • 4.4 Long-Haul and Metro Transponder Modules
  • 4.5 Metro/Long Haul CFP Modules
  • 4.6 Metro CFP2 Modules

V. 40/100G SILICON DEVICES

  • 5.1 100G Transceiver & Gearbox Devices
  • 5.2 40G Transceiver, PHY & Mux/Demux Devices
  • 5.3 Packet-Optical Transport Platform (P-OTP) Devices
  • 5.4 Quad CDR Devices
  • 5.5 Driver & Receiver Arrays

VI. OPTICAL MODULE VENDORS

  • 6.1 Acacia Communications Inc.
  • 6.2 Accelink Technologies Co. Ltd.
  • 6.3 Avago Technologies Ltd.
  • 6.4 Champion ONE (Champion Optical Network Engineering LLC)
  • 6.5 Cisco Systems Inc.
  • 6.6 Civcom Devices & Systems Ltd.
  • 6.7 ColorChip Inc.
  • 6.8 Effdon Networks Ltd.
  • 6.9 Eoptolink Technology Inc.
  • 6.10 FCI SA
  • 6.11 Finisar Corp.
  • 6.12 Fujitsu Optical Components Ltd.
  • 6.13 Gigalight (Shenzhen Gigalight Technology Co. Ltd.)
  • 6.14 InnoLight Technology Corp.
  • 6.15 Kaiam Corp.
  • 6.16 Lumentum Holdings Inc.
  • 6.17 Luxtera Inc.
  • 6.18 Mellanox Technologies Ltd.
  • 6.19 Menara Networks Inc.
  • 6.20 Molex Inc.
  • 6.21 NEC Corp.
  • 6.22 NeoPhotonics Corp.
  • 6.23 Oclaro Inc.
  • 6.24 OE Solutions Co. Ltd.
  • 6.25 Oplink Communications Inc.
  • 6.26 Optcore Technology Co. Ltd.
  • 6.27 ProLabs Ltd.
  • 6.28 Reflex Photonics Inc.
  • 6.29 Skorpios Technologies Inc.
  • 6.30 Source Photonics Inc.
  • 6.31 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 GigOptix Inc.
  • 7.8 Inphi Corp.
  • 7.9 Macom (M/A-COM Technology Solutions Holdings Inc.)
  • 7.10 Mellanox Technologies Ltd.
  • 7.11 Microsemi Corp.
  • 7.12 MoSys Inc.
  • 7.13 MultiPhy Ltd.
  • 7.14 NTT Electronics Corp. (NEL)
  • 7.15 PMC-Sierra Inc.
  • 7.16 Semtech Corp.
  • 7.17 Socionext Inc.
  • 7.18 TeraSquare Co. Ltd.
  • 7.19 Xilinx Inc.

APPENDIX A: ABOUT THE AUTHOR

APPENDIX B: LEGAL DISCLAIMER

LIST OF FIGURES*

SECTION I

SECTION II

  • Figure 2.1: Global IP Traffic
  • Figure 2.2: Multiservice Router Supporting 100G & 400G Interfaces
  • Figure 2.3: 40/100GE Layer Model
  • Figure 2.4: 40/100GE Interfaces
  • Figure 2.5: IEEE 40GE Port Types
  • Figure 2.6: IEEE 100GE Port Types
  • Figure 2.7: 100G MSA/Alliance Interfaces
  • Figure 2.8: 400 GbE Optical Proposals Summary (Post IEEE 802.3 May 2015 Interim)
  • Figure 2.9: InfiniBand Data Rates
  • Figure 2.10: Fibre Channel Speed Roadmap

SECTION III

  • Figure 3.1: 40G Optical Modules for Data Center & Enterprise
  • Figure 3.2: 100/120G Optical Modules for Data Center & Enterprise
  • Figure 3.3: CFP Module Diagram
  • Figure 3.4: CFP Modules
  • Figure 3.5: 400G Optical Modules for Data Center & Enterprise
  • Figure 3.6: QSFP+ Active Optical Cable
  • Figure 3.7: 40G QSFP Active Cables
  • Figure 3.8: 100G QSFP28 Active Cables
  • Figure 3.9: 150G CXP Active Optical Cable
  • Figure 3.10: CXP Active Optical Cables
  • Figure 3.11: QSFP+ Optical Module
  • Figure 3.12: Short-Reach QSFP+ Optical Modules
  • Figure 3.13: Long-Reach QSFP+ Optical Modules
  • Figure 3.14: Extended Reach QSFP+ Optical Modules
  • Figure 3.15: QSFP28 Module
  • Figure 3.16: Short-Reach QSFP28 Modules
  • Figure 3.17: Long-Reach QSFP28 100GBase-LR4 Modules
  • Figure 3.18: SFP28 Module
  • Figure 3.19: SFP28 Modules
  • Figure 3.20: CXP Module
  • Figure 3.21: CXP Optical Modules
  • Figure 3.22: CFP Module
  • Figure 3.23: 40G CFP Modules
  • Figure 3.24: Short-Reach 100G CFP Modules
  • Figure 3.25: Long-Reach 100G CFP Modules
  • Figure 3.26: Extended Reach 100G CFP Modules
  • Figure 3.27: CFP2 Module
  • Figure 3.28: CFP2 Modules
  • Figure 3.29: CFP4 Module
  • Figure 3.30: CFP4 Modules
  • Figure 3.31: Cisco CPAK 100GBase-LR4 Module
  • Figure 3.32: Cisco CPAK Modules
  • Figure 3.33: 40/43G 300-Pin Module
  • Figure 3.34: 40G Client 300-Pin Modules
  • * All charts and figures in this report are original to Heavy Reading, unless otherwise noted.

SECTION IV

  • Figure 4.1: 100G DP-QPSK Coherent Transceiver
  • Figure 4.2: 16QAM Constellation Diagram
  • Figure 4.3: Long-Haul Transponder Modules
  • Figure 4.4: 168-Pin 100G Long-Haul DWDM Optical Module
  • Figure 4.5: 40G C-Band Tunable 300-Pin Modules
  • Figure 4.6: 40G Coherent C-Band Tunable 300-Pin Modules
  • Figure 4.7: 100G OIF 168-Pin MSA Modules
  • Figure 4.8: 400G Modules
  • Figure 4.9: 100G Metro CFP Modules
  • Figure 4.10: 100G Metro CFP2-ACO Modules

SECTION V

  • Figure 5.1: 100G Transceivers
  • Figure 5.2: 100G Gearbox Devices
  • Figure 5.3: 100G Mux & Demux Devices
  • Figure 5.4: 40G Coherent Transceiver Devices
  • Figure 5.5: 40/80G PHY Devices
  • Figure 5.6: 40G Mux/Demux Devices
  • Figure 5.7: Typical 100/120G Integrated Packet-Optical Transport Device
  • Figure 5.8: 100/400G P-OTP Device Summary
  • Figure 5.9: 100/400G P-OTP Device Features
  • Figure 5.10: 100G CDR Device Summary
  • Figure 5.11: 100G CDR Device Features
  • Figure 5.12: 40G CDR Device Summary
  • Figure 5.13: 40G CDR Device Features
  • Figure 5.14: 100G DML/EML Driver Arrays
  • Figure 5.15: 100G VCSEL Driver Arrays
  • Figure 5.16: 40G VCSEL Driver Arrays
  • Figure 5.17: 100G Receiver Arrays
  • Figure 5.18: 40G Receiver Arrays

SECTION VI

  • Figure 6.1: Data Center & Enterprise Optical Module Vendors
  • Figure 6.2: Long Haul & Metro Optical Module Vendors

SECTION VII

  • Figure 7.1: Silicon Vendors
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