CIR has been providing coverage of the Active Optical Cables market for about 15 years. Unlike other recent reports on this topic this one is rooted in accurate information on the evolution of the data center and a realistic view on where video AOCs can find a market. Here are some of the key features of this new report:
- In this Active Optical Cables Market report, we are adding coverage of Direct Attach Cable (DACs) as a measure of what potential there still is for copper in the data center.
- AOCs are sometimes considered merely commodity products. There have always been some specialist segments of the AOC market (notably ruggedized AOCs) but in the past year or so AOC vendors have found new ways to distinguish their products in the marketplace. These revolve around 400/800G AOCs, which require special design considerations.
- This report examines how re-shoring from China will impact the AOC market going forward. US and European data centers have relied heavily on AOCs manufactured in China for many years. Originally, Chinese AOCs only supported data rates up to 100G, but in the past two-to-three years China has become a primary source of 400/800G AOCs. How will supply chain for high-speed AOCs evolve in a post-globalized world?
- Throughout the Active Optical Cables market report we discuss the strategies of leading providers of AOCs and related products in data and video connectivity markets over the next decade. Two issues in particular are covered. We discuss the strategies that AOC vendors plan for when new kinds of optoelectronics (notably co-packed optics – CPO) will find their way into data centers. We also examine how the players in the AOC space are rethinking their branding and moving slowly away from the old brands that have dominated the data connectivity
The centerpiece of this report is the ten-year forecast of video and data AOCs/DACs. This forecast is provided to the purchaser of this report in a spreadsheet so that it can be easily read and manipulated. For the data center AOCs, we include breakouts by speed, reach, type of media, connector MSA, type of data center, and video application. Data center types considered separately in this report comprise, hyperscale, enterprise, edge and telephone center.