The Market For 10G & 40G Modules--June 2006

Table of Contents

Executive Summary

• E.1 The 10/40G Value Chain
• E.2 Key Opportunities in 10 G and 40 G Modules
• E.3 Key Firms Active In the Market and Their Strategies
• E.4 Summary of Forecasts

Chapter One: Introduction

• 1.1 Background to Report
• 1.2 Objective and Scope of Report
• 1.3 Methodology of Report
• 1.4 Plan of Report

Chapter Two: 10G and 40 G Market: Technology, Standards and MSAs

• 2.1 Introduction
• 2.2 A Future for 300-pin and XENPAK?
• 2.3 XPAK and X2: Smaller and Better
• 2.4 XFP: Prince in the Making?
• 2.5 SFP + - a Challenge to XFP
• 2.6 Back at the IEEE: LRM and T
• 2.7 XMD: For TOSAs and ROSAs
• 2.8 Does the World Need This Many Standards and MSAs?
• 2.9 10G and POF
• 2.10 40-G Technologies and MSAs
• 2.11 Tunability: Acceptance and MSAs
• 2.12 Future Networks: Beyond 40 G
• 2.13 Impact of Developments in Electronics

Chapter Three: 10G and 40G Modules, Markets and Networks

• 3.1 The Supply Chain: Who Buys Modules and Who Buys Components?
• 3.2 What Parts of the Corporate Network are Being Upgraded and Why?
• 3.3 Upgrading to OC-192 in the Public Networks
• 3.4 Onwards to 40 Gbps
• 3.5 The Changing Role of Tunability

Chapter Four: Five Year Forecasts - 2006-2011

• 4.1 Forecasting Methodology
• 4.2 10G/40G Port and Module Forecast
• 4.3 10GigE Market Forecast
• 4.4 8/10-Gbps Fibre Channel Market Forecast
• 4.5 OC-192 Market Forecast
• 4.7 40-G Market Forecast
• 4.8 WDM Market Forecast
• 4.9 Forecast Summaries

About the Author

List of Exhibits

• Exhibit E-1: Market Forecasts for 10-G and 40-G Modules ($ Millions)
• Exhibit 2-1: IEEE Standards and their Key Features
• Exhibit 2-2: Major Member Companies of Various MSAs
• Exhibit 2-3: MSA Features
• Exhibit 2-4: MSA Applications
• Exhibit 2-5: Selected Activities of 40G Technology Providers
• Exhibit 2-6: Major Issues with 40G
• Exhibit 2-7: Problems to be Overcome in Serial 100G Networks
• Exhibit 3-1: Vendors of Equipment and Sub-Systems Supporting 40 Gbps
• Exhibit 3-2: Key 40G Trials and Deployments
• Exhibit 4-1: Shipments of 10-G and 40-G Ports (000s)
• Exhibit 4-2: Shipments of 10 G and 40 G Modules (000s)
• Exhibit 4-3: 10GigE Shipments by Reach
• Exhibit 4-4: 10GigE Shipments by MSA
• Exhibit 4-5: 8/10 Fibre Channel Shipments by Speed
• Exhibit 4-6: OC-192 Module Markets by Reach
• Exhibit 4-7: OC-192 Module Markets by MSA
• Exhibit 4-8: OC-768 Module Markets by Reach
• Exhibit 4-9: OC-768 Module Markets by MSA
• Exhibit 4-10: WDM Module Markets by Reach
• Exhibit 4-11: WDM Module Markets by MSA
• Exhibit 4-12: 10-Gbps and 40-Gbps Modules Markets by Protocol ($ Millions)
• Exhibit 4-13: 10-Gbps and 40-Gbps Modules Markets by MSA ($ Millions)