Abstract
This upcoming report from CIR revisits the evolution of networking beyond
today' s 10 GigE and OC-768 thresholds. We originally discussed this issue in a
November 2006 report and much has changed in the past year. There is a real
momentum towards achieving 100 Gbps capabilities, with an interim 40 Gbps
Ethernet that technologically viable even now. Major standards efforts are
underway at the IEEE. Vendors are scrambling to define their product roadmaps.
The trade press is pushing out articles. Suddenly it looks like 2001 all over
again when OC-768 was all the rage.
In late 2000 it was our position that contrary to the conventional wisdom of
the day, the OC-768 market would require several years to develop. Here in
2008 it is only now that vendors are achieving even modest volumes. So what
does this mean for the 100/40 Gbps Ethernet market today? Is there a real
opportunity here any time soon? Should the industry really care? Should we
expect to see any significant developments in the next few years that will
reflect significant revenue opportunities or will we see a repeat of the slow
and somewhat frustrating process that defined OC-768. In this new report CIR
address all of these questions as well as providing new analysis and
forecasting of the opportunities for lasers, TOSAs, ROSAs, transceivers,
multiplexers, cabling, amplifiers, WDM components and many other products that
are emerging as the data communications industry gets ready for 100 Gbps and
40 Gbps Ethernets. Both optical networking components and networking silicon
will be discussed and in the context of how this market will affect both
established vendors and potential new entrants.
This report will explain and quantify the demand for the new Ethernet speeds,
covering the needs of large data centers, high-performance computing
applications and of a variety of service providers and carriers. It will
discuss how the emerging standards for the next wave of high-speed networking
standards will both fit in with and replace older standards such as Fibre
Channel, InfiniBand and SONET. It will give special attention to the
implications of the key standards making efforts at the IEEE and predict what
the likely commercial implications will be. It answers such thorny questions:
which of the many options defined by the IEEE will actually make it to market?
And what will the role of the ITU be in establishing the next wave of
standards? The report will also discuss the role that MSAs will have in this
new revolution in networking.
The report will contain up-to-date profiles of the latest R&D and product
development activity of the leading component and transceiver vendors. It will
also include CIR' s latest forecasts of port counts for 40 and 100 Gbps
Ethernets.
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