Telecommunications Transceiver/Transponder Markets: 2009-2014

Table of Contents

Executive Summary

• E.1 Current Business Conditions in the Telecom Transceiver/Transponder Market
  • E.1.1 Impact of Economic Growth and Capex Trends
• E.2 Key Opportunities in the Telecom Modules Market
  • E.2.1 The Rise of the OTN and the Implications for the WDM Market
  • E.2.2 The Future of OC-768: Is There One?
  • E.2.2 Is there still a Sweet Spot for OC-192?
  • E.2.3 Opportunities, Standards and MSAs
• E.3 Summary of Forecasts
• E.3.1 Changes from Last Year

Chapter One: Introduction

• 1.1 Background to Report
  • 1.1.1 Rise of the OTN, Fall of OC-768
  • 1.1.2 Where to with OC-768
  • 1.1.2 Video, Cloud Computing and What It Means to the Module Makers
• 1.2 Objectives and Scope of Report
• 1.3 Methodology of Report
• 1.4 Plan of Report

Chapter Two: Transceiver/Transponder Technology, Standards, and MSAs

• 2.1 Transceivers and Transponders
  • 2.1.1 TOSAs and ROSAs
• 2.2 Enabling Technologies
  • 2.2.1 Where Can Optical Integration Making a Difference: Now and the Future
  • 2.2.2 Silicon Photonics in the Telecom Transponder Space: Who Cares?
  • 2.2.2 Influential Developments in Tunable Laser and Other WDM Technology
  • 2.2.3 What Telecom Needs from WDM Now
  • 2.2.4 Impact of New Dispersion Compensation Technology
• 2.3 Standards Evolution
  • 2.3.1 The ITU, OTN and the End of SONET
  • 2.3.2 IEEE and the 100 Gbps for Service Providers
• 2.4 MSA Evolution
  • 2.4.1 300-pin, XENPAK, XPAK and X2: Where to From Here
  • 2.4.2 The Role of XFP and SFP+ in the Public Network
  • 2.4.4 Public Network MSAs for the Future: 40 and 100 Gbps
  • 2.4.5 MSAs for Tunable Transponders

Chapter Three: Transceivers, Transponders and Markets

• 3.1 Applications Drivers for Public Network Transceiver/Transponder Markets
  • 3.1.1 Video, Video, Everywhere!
  • 3.1.2 Cloud Computing and Virtualization: What It Means for Transceiver/Transponder Makers
• 3.3 Long-haul and Ultra-long Haul Networks
  • 3.3.1 Network Evolution and Coming Technology Changes: The Optical Switch At Last?
  • 3.3.2 Transponder/Transceiver Requirements
• 3.4 Metro Networks
  • 3.4.1 Network Evolution: Metro DWDM and/or Metro SONET?
  • 3.4.2 Transponder/Transceiver Requirements
• 3.5 Access Networks
  • 3.5.1 Access WDM and ROADMs
  • 3.5.2 Transponder/Transceiver Requirements
• 3.6 SONET/SDH Forecasts
  • 3.6.1 Forecasts by Data Rate and Reach
  • 3.6.2 Forecasts by Network Segment
• 3.7 WDM Forecasts
  • 3.6.1 Forecasts by Data Rate and Reach
  • 3.6.2 Forecasts by Network Segment
• 3.7 TOSA/ROSA Forecasts

Acronyms and Abbreviations Used in this Report

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