Abstract
This new report from CIR provides our latest forecasts of data communications
transceivers for the years 2008 to 2013. With the new and growing emphasis of
the networking community on video and on cloud computing, we are clearly on
the verge of the next leap forward in networking data rates; a trend that will
impact every kinds of transceiver market.
This report examines where the opportunities in data communications
transceivers are to be found. We examine which new enabling technologies and
which market drivers will make 10 GigE the mainstream version of Ethernet and
how Fibre Channel will gradually evolve to 8 Gbps and 16 Gbps speeds. We will
also take a look at how parallel optics and CWDM will fit into the networking
architectures of the future and how the various overlapping MSAs will play
themselves out in the market. The report also discusses how the leading firms
in the datacom transceiver space are planning their product and marketing
strategies for the future.
CIR' s new data communications transceiver report analyzes and quantifies all
of the key market opportunities in this business including the latest
developments in the MSA saga and the impact of optical integration, silicon
photonics and other new technologies on this market. Detailed volume and value
forecasts are provided for each protocol covered broken out by data rates,
MSA, technology platform, reach, etc.
Methodology of Report
This report is based primarily on interviews and briefings conducted in the
first four months of 2008 with leading suppliers of transceivers and
networking equipment. In addition, some analysis and projections were based on
understanding the likely expenditures by service providers, IT departments,
and datacom network managers in the next few years. Primary research was
supplemented with information from previous CIR reports covering related areas
as well as from knowledge gained during many custom consulting assignments
related to optical components and modules. Product data sheets, marketing
documents, and company Web sites were yet additional sources of secondary
information. The forecasting methodology is explained more fully in Chapter
Three but ultimately goes back to assessment of port counts, some of which are
provided in the main body of the report. These are derived from information
gained from equipment manufacturers and end users combined with familiarity of
the current needs of networks. Forecasts are broken down by protocol, data
rate, standard, MSA, etc., as appropriate.