The main objective of this 800 Gbps transceivers report is to assess the market potential of optical networking operating at 800G and above. The report is especially focused on technologies coming out of the efforts to build high-speed interfaces based on pluggable optics, on-board optics and co-packaged optics. CIR compared the approaches, discuss their viability and construct roadmaps for each technology.
Another key objective for this report is to better understand of the factors driving the need for networking in this space. It looks at the impact of video/streaming media, which has grown to an even greater extent because of COVID-19. 5G and IoT seem certain future bandwidth hogs, but what about virtual reality (VR), augmented reality (AR) and AI? CIR notes that the advent of the 51.2T switching chips will be a key enabler for switching gear with 800G and above ports.
The report also analyzes current efforts to deploy 800G in the public network. Here the drivers are almost identical; video, 5G and so on, although 5G is more emphasized. But the players are quite different.
Although the technologies we discuss in this report are novel, it provides a quantitative and qualitative forecast of the shipments and revenues they are likely to generate, under different (high-end and low-end). We also provide an appendix to the report providing profiles of leading firms active in this space. Among the companies discussed in this report are Broadcom, Ciena, Cisco, Facebook, Huawei, IBM, Infinera, Intel, Mellanox, Microsoft, Ranovus and Samtec.
