Abstract
After almost a decade of development, the 10-Gbit/s Ethernet (10GE) market is
now poised for rapid growth. The main barrier to earlier wide-scale adoption
of 10GE - the prohibitive cost of optical modules and switches - has been
overcome, with a clear path to 10GE deployment now in sight.
The data center has become the leading application for 10GE, along with
increased deployment of carrier Ethernet services. Most high-density GE
switches now come with 10GE uplinks; 24- and 48-port 10GE switches are readily
available; and the first 10GE network interface cards (NICs) are shipping with
twisted-pair interfaces. In the wide-area network, 10GE offers significant
cost benefits over alternative technologies such as Sonet/SDH, and several
carriers have already committed to 10GE deployments, with more sure to follow.
Equipment manufacturers had identified the high cost and power demands of 10GE
optical modules and physical layer (PHY) devices as key barriers to making
equipment more affordable for carrier and enterprise customers. Optical module
and PHY vendors have responded to this challenge with devices that cost less
to manufacture and use less power. As a result of these component advances,
10GE system prices are now tumbling, and port shipments are rising, as the
per-user price of 10GE backbone connectivity falls.
10-Gbit/s Ethernet Components: The Market Takes Shape delivers a comprehensive
assessment of 10GE optical modules and PHY devices, along with integrated
switch devices for the 10GE market. It not only provides detailed information
on components and vendors - of interest to original equipment manufacturers
(OEMs) and chip makers - but also offers insights into how the overall market
for 10GE systems and components is likely to develop - of interest to a wide
audience, including carriers and investors.
The report provides a complete competitive analysis of 41 different vendors
that currently supply 10GE optical modules and 10GE PHY devices. In-depth
product comparison charts provide more than 3,000 data points to compare and
contrast offerings by more than a dozen parameters, including power
consumption, price, and current availability.
Report Scope and Structure
10-Gbit/s Ethernet Components: The Market Takes Shape is structured as
follows:
Section I is an introduction to the report, with complete report key
findings.
Section II presents an overview of trends in the 10GE market, including
information on product deployments, leading 10GE applications, and standards
initiatives.
Section III focuses on the 10GE switching sector, particularly on
integrated switching devices.
Section IV analyzes the 10GE optical module market, detailing
multi-source agreements (MSAs) in place and providing a complete accounting of
all form factors in use for 10GE.
Section V provides a complete competitive analysis of 24 vendors that
currently supply 10GE optical modules.
Section VI analyzes the eight different types of 10GE PHY devices on
the market.
Section VII offers a complete competitive analysis of 17 vendors that
currently manufacture 10GE PHY devices.
Appendices A and B provide complete product data for all
available 10GE optical modules and PHY devices, respectively.
10-Gbit/s Ethernet Components: The Market Takes Shape is essential reading for
a wide range of industry participants, including the following:
- Telecom equipment manufacturers: Which component vendors are taking
the lead in 10GE product availability? Which suppliers hold the advantage in
delivering the price/performance and power consumption targets you need? Which
products are out now, and which are still vaporware? Are your suppliers
stepping up to meet your anticipated timetable for 10GE products?
- 10GE component manufacturers: Are you ahead of the curve in 10GE
deployment, or are you falling behind? Which product areas present the most
attractive opportunities? How is demand for 10GE optical modules and PHY
devices likely to develop in the systems market?
- Network operators: How will 10GE' s ramp-up affect your supply-chain
relationships? When can you expect to see meaningful cost reductions from your
suppliers because of lower component costs, and how big a cost benefit will
you get? Which vendors will be in the best position to deliver the products
you need to build your next-generation network?
- Investors: Which suppliers are in the best position to capture
market share in this important telecom industry sector? When will this sector
begin to show meaningful and sustainable growth?
10-Gbit/s Ethernet Components: The Market Takes Shape is published in PDF
format.
Table of Contents
LIST OF FIGURES
I. INTRODUCTION & KEY FINDINGS
- 1.1 Key Findings
- 1.2 Report Scope & Structure
II. 10GE MARKET & TECHNOLOGY TRENDS
- 2.1 Market Trends
- 2.2 Leading Applications
- 2.3 10GE Standards
- 10GBase-X
- 10GBase-R
- 10GBase-W
- 10GBase-ZR
- 10GBase-LRM
- 10GBase-T
III. 10GE SWITCHING
- 3.1 Switching & Backplane
- 3.2 Line Card
- 3.3 Integrated Switch Devices
IV. OPTICAL MODULE ANALYSIS
- 4.1 Multi-Source Agreements
- 4.2 300-Pin Transponders
- 4.3 Xenpak Transponders
- 4.4 XPAK Transponders
- 4.5 X2 Transponders
- 4.6 XFP Transceiver Modules
- 4.7 SFP+ Transceiver Modules
V. OPTICAL MODULE VENDORS
- 5.1 Leading 10GE Optical Module Vendors
- Finisar Corp.
- JDS Uniphase Corp.
- MergeOptics GmbH
- Opnext Inc.
- Source Photonics Inc.
- Sumitomo Electric Industries Ltd.
- 5.2 Other 10GE Optical Module Vendors
- Avago Technologies Inc.
- Avanex Corp.
- Bank Photonics Inc.
- Bookham Technology plc
- Civcom Inc.
- CoreOptics GmbH
- Emcore Corp.
- Eoptolink Technology Inc. Ltd.
- Fujitsu Ltd.
- Hitachi Ltd.
- Lightwire Inc.
- Menara Networks Inc.
- Multiplex Inc.
- NeoPhotonics Corp.
- OE Solutions Co. Ltd.
- Oplink Communications Inc.
- Shenzhen Gigalight Technology Co. Ltd.
- Wuhan Telecommunication Devices Co. Ltd. (WTD)
VI. PHY ANALYSIS
- 6.1 XSBI Transceivers
- 6.2 XAUI Transceivers
- 6.4 XAUI/XGMII-10G Serial PHYs
- 6.5 XAUI Retimer Devices
- 6.6 10-Gbit/s Serial Retimers (CDR)
- 6.7 10GBase-T PHYs
- 6.8 Integrated 10GE MAC/PHY Devices
VII. PHY VENDORS
- 7.1 Leading 10GE PHY Vendors
- Applied Micro Circuits Corp.
- Broadcom Corp.
- Marvell Technology Group Ltd.
- NetLogic Microsystems Inc.
- Vitesse Semiconductor Corp.
- 7.2 Other 10GE PHY Vendors
- Aquantia Corp.
- ClariPhy Communications Inc.
- Cortina Systems Inc.
- Gennum Corp.
- Intersil Corp.
- Mellanox Technologies Ltd.
- Mindspeed Technologies Inc.
- Phyworks Ltd.
- PMC-Sierra Inc
- SolarFlare Communications Inc. .
- Teranetics Inc.
- Texas Instruments Inc.
APPENDIX A: OPTICAL MODULE TABLES
APPENDIX B: PHY TABLES
APPENDIX C: GLOSSARY OF ABBREVIATIONS
APPENDIX D: ABOUT THE AUTHOR
APPENDIX E: LEGAL DISCLAIMER
