Abstract
The long-promised transition of optical networking is taking place. In the
public networks, 40 Gbps SONET/SDH is becoming an upgrade technology choice
for carriers. Ethernet is being overhauled by the IEEE to someday become a 100
Gbps network. Fiber-to-home now has a solid business model behind it.
Meanwhile, WDM is of ever growing importance, not just in the network itself,
but as a core technology in transmission modules of all kinds. And the
point-the-point optical networks that have dominated until now are being
transformed into agile networks mediated by ROADMs.
All this means that component makers have more opportunities than they have
had for years. Succeeding in the components market is no longer just a matter
of low prices and meeting the required specs. Instead, there are opportunities
to create genuinely innovative products that fit in with emerging standards
and networking trends, yet are also quite distinctive in the marketplace.
This report discusses where the key opportunities for optical networking
component makers will be found in the next few years. It focuses especially on
the components that will be needed in the latest high speed networks and on
important technology directions including optical integration, high-speed
laser modulation, tunable components and dispersion control. Included in this
report is a detailed analysis of the strategies being adopted by both large
component firms and start-ups to take advantage of the next wave in
networking. As with all CIR reports, this study also includes a detailed
five-year forecast of the markets covered.
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