Active Optical Cable Markets and Opportunities: 2014 to 2024: Volume I – Data Center Applications
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Coming in April, 2014
CIR has been providing market coverage of Active Optical Cables (AOCs) for six years, as this market has continued to grow and attract new entrants, including some of the world’s biggest suppliers of cabling and telecom components. Our annual report on AOC market opportunities is now widely regarded as the most authoritative market forecast and technology assessment in the AOC space and is read by business development and marketing executives in cabling, component and equipment firms throughout the world.
This year, CIR has decided to split our report into two volumes. In this volume we analyze and forecast the opportunities for AOCs in their traditional data center and HPC markets, which is where AOCs began life as “InfiniBand extenders,” but now embrace all the other major local area networking protocols. In Volume II, we analyze AOC opportunities in markets where AOC insiders believe they will generate significant revenues over the next decade: personal computing, consumer electronics and digital signage.
Within the data center, AOCs continue to be deployed to optimize the existing infrastructure by providing higher data rates between storage facilities. CIR expects this general trend to continue, but also anticipates important new developments that will transform the AOC space and create new opportunities for AOCs going forward:
- Major product changes within the AOC space in the next two years as 40 Gbps, 100 Gbps and high-speed IB connections become commonplace in the data center.
- AOC suppliers adapting product strategies to the growing number of all-optical data centers. Will this mean more of fewer AOCs will be sold?
- Conversely, today, fiber in the data center is something that even managers of medium-sized data centers should be considering and deploying AOCs are a good strategy to adopt to make this happen. But how much will this make the AOC market expand?
This report also examines how macro-trends such the advent of SDN, virtualization and the Internet-of-Things (IoT) will affect AOC demand. CIR anticipates that this report will be a high value resource for marketing and business development managers at components and cable firms as well as at the AOC firms themselves:
- On the supply side, the report provide CIR’s take on the rise of Chinese suppliers and other new entrants into the AOC space.
- The extensive supplier profiles in this report discuss the products that these firms are (or will soon) offer and include in-depth analysis of the strategies being deployed by major AOC firms including some of newer firms that have entered the market.
- The report includes granular five-year forecasts of AOCs in the data center with appropriate breakouts by data rate, standards/MSA, cable type, reach, wavelength and form factor.
- This report also takes a look at important marketing issues faced by AOC, such as the importance of branding.
The goal of this report is to show how the AOC market will be able to further penetrate data center and campus networks and the economic and technological trends that are making it possible. The report is primarily focused on business strategy, analyzing the sectors of corporate networking in which AOCs are likely to find a market and identifying the main opportunities markets.
Table of Contents
E.1 Changes in the AOC Business Since CIR’s 2013 AOC Report
E.1.1 Data Centers: More and Bigger – What This Means for AOCs
E.2 AOC Product Trends: Data Rates, Media and Protocols
E.2.1 Impact of the All-Optical Data Center on AOC Opportunities
E.2.2 Dawn of the Ethernet AOC?
E.2.3 AOCs and the Power Consumption Issue
E.2.4 Use of Optical Integration
E.3 AOC Pricing Trends and Price Sensitivities
E.4 Recent AOC Supplier Developments: Firms to Watch
E.5 Summary of Eight-Year Forecasts of Optical Cabling Markets
E.6 Implication of AOC Trends for Components Makers
E.7 Implication of AOC Trends for Cabling Firms
Chapter One: Introduction
1.1 Background to this Report: Why AOCs Keep Growing
1.2 Objectives of this Report
1.3 Scope of this Report
1.4 Plan of this Report
Chapter Two: Active Data Centers and Enterprise Networks as a Market for AOCs
2.1 Key Data Center Trends Impacting the AOC Market
2.1.1 How AOCs Can Benefit from the Need to Optimize Existing Infrastructure
2.1.2 AOCs, Big Data and the Internet-of-Things
2.1.3 Co-Location and AOCs
2.1.4 AOCs and the Rise of the Port-A-Data-Center
2.1.5 AOCs in the All-Optical Data Center
2.2 Evolution of Active Optical Cabling Products for the Corporate Networking Environment
2.2.1 AOCs as CX4 Replacement
2.2.2 40-Gbps AOC Product Evolution
2.2.3 100-Gbps AOC Product Evolution
2.3 AOCs in the InfiniBand Roadmap
2.3.1 AOCs as QSFP Replacement
2.4 Active Optical Cabling in the Campus Environment
2.4.1 Evolving Applications
2.4.2 Reach Requirements
2.5 Possible Future Applications for AOCs in Corporate Networking
2.6 Current and Future Role of Active Copper Cabling
2.7 Summary of Key Points Made in this Chapter
Chapter Three: Firms to Watch in the AOC Business
5.3 Avago Technologies
5.4 C2G/Cables to Go
5.5 Chromis Fiberoptics
5.7 Fiberon Technologies
5.9 Gigac Technology
5.11 Hitachi Cable
5.14 OneStop Systems
5.18 TE Connectivity
5.19 VIA Labs
5.21 Other Firms and Possible Entrants
5.21.1 Potential for Start-Ups in the AOC Space
Chapter Six: Market Forecasts
6.1 Forecasting Methodology and Assumptions
6.1.1 AOC Pricing Assumptions and Pricing Forecasts
6.2 Forecast of AOCs by End-User Market
6.2.1 Forecast by Data Center Size
6.2.2 Forecast of AOCs in Campus Networks
6.3 Forecast of AOCs by Protocols, Speeds and Connector Type
6.3.1 IB Environment
6.3.2 Ethernet Environment
6.4 Forecast by Media Type
6.4.4 Active Copper Cables
6.5 Forecast of AOCs by Wavelength
6.6 Forecast of AOCs by Length of Cable Used
Acronyms and Abbreviations Used In this Report
About the Author