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시장보고서
The Market For 10G & 40G Modules--June 2006
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Abstract
In this new report CIR continues its coverage of the 10G and 40G modules
market. The report provides a completely updated and revised set of forecasts
from our last release in late 2005, reflecting among other things the
continued expansion of service provider and enterprise networks and the
increased optimism among optical networking and component manufacturers. While
we are not facing a return to the period beginning in late 1998 when the world
fell in love with optical networking and some of the fairytales that went with
it, the reality today is that companies are making money, backlogs are
building and margins are improving.
In addition to the extensive forecasting provided in both volume and value
terms and broken out the 10G/40G modules market by MSA, form factor, reach and
media type, the report also offers a rich discussion of enabling technologies,
an analysis of key applications, perspectives on the future of MSAs and
assessments of key modules suppliers.
Items Discussed In This Report:
- What will be future of 10GBase-LRM and 10GBase-T?
- Where are XFP and SFP+ headed?
- Do equipment companies plan to purchase 10 Gbps and 40 Gbps transponders
or will they manufacture internally?
- How goes the "battle" between DWDM and 40 Gbps?
- What is the timeline and migration path to 10 GigE?
- 10 GigE fiber vs 10 GigE copper? What about POF?
- Where will the first revenues in the 40 Gbps modules sector be found?
- What is the future of dispersion control?
- What percentage of modules will be tunable over the next few years?
Table of Contents
Executive Summary
- E.1 The 10/40G Value Chain
- E.2 Key Opportunities in 10 G and 40 G Modules
- E.3 Key Firms Active In the Market and Their Strategies
- E.4 Summary of Forecasts
Chapter One: Introduction
- 1.1 Background to Report
- 1.2 Objective and Scope of Report
- 1.3 Methodology of Report
- 1.4 Plan of Report
Chapter Two: 10G and 40 G Market: Technology, Standards and MSAs
- 2.1 Introduction
- 2.2 A Future for 300-pin and XENPAK?
- 2.3 XPAK and X2: Smaller and Better
- 2.4 XFP: Prince in the Making?
- 2.5 SFP + - a Challenge to XFP
- 2.6 Back at the IEEE: LRM and T
- 2.7 XMD: For TOSAs and ROSAs
- 2.8 Does the World Need This Many Standards and MSAs?
- 2.9 10G and POF
- 2.10 40-G Technologies and MSAs
- 2.11 Tunability: Acceptance and MSAs
- 2.12 Future Networks: Beyond 40 G
- 2.13 Impact of Developments in Electronics
Chapter Three: 10G and 40G Modules, Markets and Networks
- 3.1 The Supply Chain: Who Buys Modules and Who Buys Components?
- 3.2 What Parts of the Corporate Network are Being Upgraded and Why?
- 3.3 Upgrading to OC-192 in the Public Networks
- 3.4 Onwards to 40 Gbps
- 3.5 The Changing Role of Tunability
Chapter Four: Five Year Forecasts - 2006-2011
- 4.1 Forecasting Methodology
- 4.2 10G/40G Port and Module Forecast
- 4.3 10GigE Market Forecast
- 4.4 8/10-Gbps Fibre Channel Market Forecast
- 4.5 OC-192 Market Forecast
- 4.7 40-G Market Forecast
- 4.8 WDM Market Forecast
- 4.9 Forecast Summaries
About the Author
List of Exhibits
- Exhibit E-1: Market Forecasts for 10-G and 40-G Modules ($ Millions)
- Exhibit 2-1: IEEE Standards and their Key Features
- Exhibit 2-2: Major Member Companies of Various MSAs
- Exhibit 2-3: MSA Features
- Exhibit 2-4: MSA Applications
- Exhibit 2-5: Selected Activities of 40G Technology Providers
- Exhibit 2-6: Major Issues with 40G
- Exhibit 2-7: Problems to be Overcome in Serial 100G Networks
- Exhibit 3-1: Vendors of Equipment and Sub-Systems Supporting 40 Gbps
- Exhibit 3-2: Key 40G Trials and Deployments
- Exhibit 4-1: Shipments of 10-G and 40-G Ports (000s)
- Exhibit 4-2: Shipments of 10 G and 40 G Modules (000s)
- Exhibit 4-3: 10GigE Shipments by Reach
- Exhibit 4-4: 10GigE Shipments by MSA
- Exhibit 4-5: 8/10 Fibre Channel Shipments by Speed
- Exhibit 4-6: OC-192 Module Markets by Reach
- Exhibit 4-7: OC-192 Module Markets by MSA
- Exhibit 4-8: OC-768 Module Markets by Reach
- Exhibit 4-9: OC-768 Module Markets by MSA
- Exhibit 4-10: WDM Module Markets by Reach
- Exhibit 4-11: WDM Module Markets by MSA
- Exhibit 4-12: 10-Gbps and 40-Gbps Modules Markets by Protocol ($ Millions)
- Exhibit 4-13: 10-Gbps and 40-Gbps Modules Markets by MSA ($ Millions)
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