Data Communications Transceiver Markets: The Next Five Years

Table of Contents

• E.1 Current Business Conditions in the Datacom Transceiver Market
• E.2 Key Opportunities in the Modules Market
  • E.2.1 Opportunities Below 10 Gbps
  • E.2.2 10 Gbps Growth
  • E.2.3 Opportunities, Standards and MSAs
• E.3 Summary of Forecasts
• E.4 Long-Term Direction for the Datacom Transceiver Market

• 1.1 Background to Report
  • 1.1.1 Shifts in Applications: Video and Cloud Computing
  • 1.1.2 The Future Role of Optics in a Copper World
• 1.2 Objective and Scope of Report
• 1.3 Methodology of Report
• 1.4 Plan of Report

• 2.1 Enabling Technologies
  • 2.1.1 Impact of Optical Integration
  • 2.1.2 Impact of Silicon Photonics
  • 2.1.3 WDM Technology
  • 2.1.4 Active Optical Cabling
  • 2.1.5 Other New Directions in Optical and Copper Cabling
  • 2.1.6 New Directions in Electronics Including EDC
• 2.2 Standards Evolution
  • 2.2.1 10-Gigabit Ethernet
  • 2.2.2 Fibre Channel: To 8 Gbps and Beyond
• 2.3 MSA Evolution
  • 2.3.1 A Future for 300-pin and XENPAK?
  • 2.3.2 Whither XPAK and X2?
  • 2.3.3 The Future Market XFP
  • 2.3.4 SFP+
  • 2.3.5 Parallel Optics and Its MSAs

• 3.1 Introduction and Approach to Forecast
  • 3.1.1 Changes from Last Year' s Forecast
• 3.2 Evolution of Information Technology and Networking
  • 3.2.1 The Impact of Cloud Computing
  • 3.2.2 The Impact of Video
  • 3.2.3 The Impact of Mobile Computing
• 3.3 Ethernet Markets
  • 3.3.1 Residential Ethernet Forecasts
  • 3.3.2 Business Ethernet Forecasts
  • 3.3.3 Forecast of Ethernet by Media
  • 3.3.4 Servers, Data Centers and the First Mass Markets for 10 GigE
  • 3.3.5 Forecast of 10 GigE by IEEE Standard
  • 3.3.6 Forecast of 10 GigE by MSA
  • 3.3.7 A Note on 10 GigE and PCs
  • 3.3.8 A Note on 10 GigE and Residential Ethernet
  • 3.3.9 The Future of GigE
  • 3.3.10 A Final Summary Forecast of Ethernet
• 3.4 Fibre Channel, InfiniBand, and Parallel Optics
  • 3.4.1 Fibre Channel Market Analysis
  • 3.4.2 Fibre Channel Market Forecasts
  • 3.4.3 InfiniBand and Parallel Optics Analysis
  • 3.4.4 Parallel Optics Market Forecasts
• 3.5 Summary of Markets

• 4.1 Introduction
• 4.2 Avago
• 4.3 Finisar
• 4.4 Intel (now Emcore)
• 4.5 JDSU
• 4.6 Luxtera
• 4.7 MergeOptics
• 4.8 OCP (Now part of Oplink)
• 4.9 Opnext
• 4.10 A Note on Asian Modules Makers

Acronyms and Abbreviations Used in this Report

About the Author

• Exhibit E-1: Datacom Transceiver Market Forecasts ($ Millions)
• Exhibit 2-1: New Laser Integrated Products for Parallel Solutions
• Exhibit 2-2: 10-GigE Dispersion Solutions
• Exhibit 2-3: IEEE Standards and their Key Features
• Exhibit 2-4: Directions for the New 8-Gbps Fibre Channel Standards
• Exhibit 3-1: PC Shipments, 2008 to 2013
• Exhibit 3-2: Residential Ethernet Shipments by Type of Equipment
• Exhibit 3-3: Residential Ethernet Shipments by Data Rate
• Exhibit 3-4: Business Ethernet Shipments by Type of Equipment
• Exhibit 3-5: Business Ethernet Shipments by Data Rate
• Exhibit 3-6: Ethernet Shipments by Media (Millions)
• Exhibit 3-7: 10 GigE Shipments by IEEE Standard (Millions)
• Exhibit 3-8: 10 GigE Shipments by MSA and IEEE Standards
• Exhibit 3-9: 10 GigE Shipments by MSA ($ Million)
• Exhibit 3-10: 10 GigE Shipments by IEEE Specs ($ Million)
• Exhibit 3-11: Ethernet Market Value: Analysis
• Exhibit 3-12: Ethernet Market Value: By Data Rate ($ Millions)
• Exhibit 3-13: Ethernet Market Value: By Media ($ Millions)
• Exhibit 3-14: Fiber Channel Shipments (Millions)
• Exhibit 3-15: Fiber Channel Pricing ($)
• Exhibit 3-16: Fiber Channel Market ($ Millions)
• Exhibit 3-17: 8/10 Fiber Channel Shipments by MSA
• Exhibit 3-18: Parallel Optics Forecasts
• Exhibit 3-19: Datacom Transceiver Market Forecasts ($ Millions)