Executive Summary
E.1 Objective and Scope Of This Report
E.2 CPO Product Trends
E.3 The OIF Co-Packaging Framework
E.4 Near-Packaged Optics Emerges
E.5 Data Center Markets For CPO
E.5.1 CPO In the Hyperscale Data Center
E.5.2 Enterprise Data Centers
E.5.3 Telecom Data Centers
E.5.4 Edge Data Centers
Chapter One: Introduction: The Need for CPO in the Latency-sensitive Data Center
1.1 Background to This Report
1.1.1 Evolution of CPO in 2021 and Early 2022
1.1.2 CPO and the Changing Nature of Data Center Traffic
1.1.3 Five-year Forecast of CPO Products
1.2 Objective and Scope of This Report
Chapter Two: Recent Advances in CPO Products and Standards
2.1 Origins and Definitions of CPO Technology
2.1.1 CPO: Worthy Successors to Silicon Photonics and On-Board Optics
2.1.2 A Note on CPO and Chiplets
2.2 CPO Product Trends and Recent Developments
2.2.1 Ranovus
2.2.2 Marvell
2.2.3 Anritsu and SENKO
2.2.4 Ayar Labs and Lumentum
2.2.5 Furukawa Electric
2.2.6 Yet Other Firms
2.3 Standards and Agreements Related To CPO
2.4 The OIF Co-Packaging Framework
2.4.1 External Laser Small Form Factor Pluggable Project
2.4.2 Cooling Systems for Co-Packaging Co-packaged Engines
2.4.3 3.2T Co-Packaged Optics Optical Module
2.5 The Role of COBO
2.5.1 COBO CPO Working Group
2.6 Near-Packaged Optics
2.7 Impact of Next-Gen Pluggables
2.7.1 The Survivability of Pluggables
2.8 Switching Generations And CPO
2.9 Fitting CPO Into the Transceiver Supply Chain
2.9.1 Multiple Suppliers and Single Suppliers
2.10 CODA: Emerging Issues
2.11 Key Points from This Chapter
Chapter Three: Impact of Latency-Sensitive Traffic on Demand for CPO
3.1 New Types of Traffic
3.2 Videoconferencing and Online Events: Emerging Requirements
3.2.1 How Will the Video Boom Survive COVID-19?
3.3 Data Centers, AI and ML
3.3.1 Latency and AI
3.3.2 Networked AI and CPO
3.4 IOT AND IIOT
3.5 Other Kinds of Traffic
3.6 Key Points from This Chapter
Chapter Four: Rebuilding the Data Center with CPO: A Multi-year Projection
4.1 Forecasting Philosophy for CPO In the Data Center
4.1.1 An Optimistic Scenario for Co-packaged Optics
4.1.2 A Pessimistic Scenario for Co-packaged Optics
4.1.3 New Thoughts on Pricing
4.1.4 Growth of Data Centers
4.2 CPO In the Hyperscale Data Center
4.2.1 Forecasts of CPO in the Hyperscale Data Center
4.2.2 A Note on HPC in the Hyperscale Data Center
4.3. Enterprise Data Centers
4.3.1 Forecasts of CPO In the Enterprise Data Centers
4.4 TELECOM DATA CENTERS
4.4.1 Forecasts of CPO in Telecom Data Centers
4.5 Edge Data Centers
4.5.1 Forecasts of CPO In Edge Data Centers
4.6 Summary of Forecasts
4.7 A Note on Switches as the Main Driver for High Data Rate Transceivers
4.8 CPO May Need Generational Change in The Data Center For A Real Take Off
4.9 Key Points from This Chapter
About the Author
Acronyms and Abbreviations Used in This Report
List of Exhibits
Exhibit E-1: Market Forecasts for CPO Devices in the Data Center ($ Millions)
Exhibit 1-1: Factors Shaping the Market for CPO Products in the Data Center
Exhibit 2-1: Selected Firms Shaping the CPO Space
Exhibit 2-2: OIF Membership
Exhibit 2-3: OIF Co-Packaging Framework Project: Scope
Exhibit 2-4: ELSFP: Possible Project Range
Exhibit 2-5: Specs for the Co-Packaged Optics Optical Module
Exhibit 2-6: Likely Supply Chain Trends for High-end Data Network Interfaces in the CPO Era
Exhibit 3-1: Required Latencies by Selected Type of Traffic
Exhibit 3-2: Emerging forms of Traffic and Their Impact on CPO Demand
Exhibit 4-1: Potential Groups that Will Benefit from Co-packaged Optics in Data Centers
Exhibit 4-2: Market Forecasts for CPO Devices in the Hyperscale Data Center
Exhibit 4-3: Market Forecasts for CPO Devices in the Enterprise Data Center
Exhibit 4-4: Market Forecasts for CPO Devices in the Telecom Data Center
Exhibit 4-5: Market Forecasts for CPO Devices in the Edge Data Center
Exhibit 4-6: Summary of Market Forecasts for CPO Devices in Data Centers ($ Millions)
