Glen Allen, Virginia: According to a new report from CIR, an industry analysis firm based here, the market for 40/100 GigE transceivers will reach $545 million in revenues by 2014, with about two-thirds of these revenues coming from 40 GigE products. With standards due to be completed by the middle of 2010 and products arriving on the market CIR believes that the 40/100 GigE space is ready to emerge.
Additional details about the report are available at www.cir-inc.com.
Key findings:
• Suppliers of pre-standard 40/100 GigE transceivers already include Avago, Finisar, Opnext and Sumitomo among others and these early entrants will be key forces in shaping the 40/100 Gbps future. As CIR has long predicted, these first products are arriving in the form of active optical cables (AOCs) and are based on 10 GigE technology with new MAC/PCS FPGAs.
• Although OC-768 continues to be deployed in carrier networks, carriers are preparing for a leap to 40/100 GigE Ethernet. 100 GigE has a key advantage over OC-768 in the lack of required dispersion compensation due to the use of coherent detection in the transceivers. CIR estimates that the market for 100 GigE LR and ER transceivers will reach approximately $195 million in revenues by 2014.
• CIR predicts that a “serial” 40G solution will better satisfy market requirements after 2013 and that the current 4x10G CWDM variant may instead be a short-lived product. The main market for serial 40 GigE will be in the access and metro markets and some parts of the long-haul core may be affected as well. By 2014, revenues from serial 40GigE are expected to reach almost $140 million.
• On the demand side, the purchasing behavior of high-performance computing (HPC) centers will be important. This segment of the market will be where 40/100GigE will find some of its earliest and most enthusiastic users. In addition, CIR believes that the technology that HPC centers buy today is what the typical enterprise will be buying in three to five years.
About the Report:
40/100 GigE Markets: 2010 and Beyond provides CIR's 4th assessment of this exciting market including seven-year forecasts (in volume and value terms) of port counts, transceivers and TOSAs/ROSAs shipped, and components and materials used. Forecast breakouts by the various current IEEE variants are also included as well as assessments of the various proposed MSA formats. This report also profiles and assesses the product/market strategies of major firms currently marketing or planning to market component and transceiver products in this space.
In addition to the companies mentioned previously, key component and module firms mentioned in this report include Altera, AMCC, Broadcom, Emcore, Gennum, IBM, JDSU, LSI, Luxtera, MergeOptics, Reflex Photonics, Vitesse, Xilinx, and Zarlink.
About CIR:
CIR provides detailed market analysis and forecasting of the trends, technologies and opportunities in telecom and data communications components and modules markets. Since 1979 CIR has produced numerous reports that have tracked the cutting edge of the communications sector with a special focus on emerging technologies and high bandwidth networking. Our specialty is supplying our customers with the most comprehensive and detailed market data available in the sectors that we follow.
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