目次
価格・ご注文について この調査レポートは、アクティブオプティカルケーブル(AOC)市場を調査・分析し、PCや家庭向けビデオ機器など複数市場についての5年間予測を提供しています。
主な掲載内容 (目次より抜粋)
- アクティブオプティカルケーブル市場
- データセンタと企業向けネットワーク
- PCと他コンピュータアプリケーション
- 家電、ディスプレイアプリケーション
- 市場予測
The converging bandwidth and form-factor demands of data center, PC interconnect, and consumer electronics has led to an industry-wide drive to re-package parallel optics in an easy-to-use cable bundle; the active optical cable (AOC). Cynics may point out that there have been efforts like this before, but better lasers and improvements in both fiber media and the optoelectronics inside transceiver modules suggest that this time around AOCs will generate significant new business revenues for the optical networking business.
As a result, AOC technology is attracting interest from some of the biggest name in fiber optic networking components and modules including Finisar, Intel, and Tyco, as well as more specialist companies such as Lightwire, Luxtera, Reflex Photonics, Tyco and Zarlink. Meanwhile, the AOC "movement" has achieved added credibility through the decision of the Small Form Factor group within the T11 Technical Committee, to standardize a common module for Fibre Channel, InfiniBand, SAS, and Ethernet, called SFF-8436. By attaching such a physical device to an optical fiber during manufacturing, the developer of an AOC allows a customer to remove a copper-based pluggable transceiver and plug in an optical replacement. For the unsophisticated owner of a PC or server, clustering a device with AOC can be as simple as connecting an Ethernet cable. And while the initial markets for AOCs will all be very-short reach, several firms are already developing AOCs with reaches capable of supporting campus networks.
All this sounds very exciting; a new opportunity at a time when the optical networking business is going through hard times again. However, optical networking has overreached in the marketplace in the past and with disastrous results.
With this in mind, this report provides a realistic assessment of the prospects for AOCs in all the markets to which it is being targeted; data centers and enterprise networks, home theater and consumer electronics, signage, instrumentation, and personal electronics. As part of its goal to analyze and quantify the market for AOCs in this sector, CIR also compares AOC to other low-cost optical interfaces (including the simplified serial optics embodied in the new USB 3.0.) and also the latest in copper connectivity.
The report contains a granular five-year forecast of the AOC market with a consideration of multiple scenarios in new - but potentially large - markets such as personal computing and home video. It also considers supply chain issues and how firms that have traditionally supplied products for high-end data center or telecom applications can break into mass markets of this kind.
Although this report covers a new area, it draws on CIR's decades-long experience on covering opportunities in the transceiver/transponder and laser business and we believe that it will be essential reading for strategic planners and marketing managers at manufacturers of cabling, components, transceiver/transponders, equipment and consumer electronics.
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Table of Contents
Executive Summary
E.1 Introduction
E.1.1 QSFP as Enablers for the AOC Market
E.1.2 Summary of Major Opportunities in the Active Optical Cabling Market
E.1.3 Opportunities for Active Optical Cabling Assembly Manufacturers
E.1.4 Opportunities for Component (Connector and Laser) Firms
E.1.5 The Special Case of Active Copper Cable
E.1.6 Opportunities for Fiber Suppliers
E.2 Firms to Watch in the AOC Business
E.2.1 Avago Technologies
E.2.2 Finisar
E.2.3 Emcore Connects Cables (Intel)
E.2.4 Lightwire
E.2.5 Luxtera
E.2.6 Reflex Photonics
E.2.7 Tyco Electronics
E.2.8 Zarlink
E.2.9 MergeOptics GmbH
E.2.10 Gevista Technology Co. Ltd.
E.2.11 Other Market Entrants
E.3 Summary of Five-Year Forecasts of Optical Cabling Markets
Chapter One: Introduction
1.1 Background to this Report
1.1.1 AOCs: Opportunities and Risks
1.1.2 The Breadth of AOC's Market Reach
1.1.3 AOCs and the Reemergence of Parallel Optics
1.2 Objectives of this Report
1.3 Scope of this Report
1.4 Methodology and Information Sources for Report
1.5 Plan of this Report
Chapter Two: Active Optical Markets: Data Centers and Enterprise Networks
2.1 Evolution of Active Optical Cabling Products in the Corporate Environment
2.1.1 The Impact of 10-Gbit Ethernet
2.1.2 40/100 Gbps Active Optical Cabling Products
2.2 AOC in the InfiniBand Market
2.2.1 CX-4 Replacement
2.2.2 QSFP Replacement
2.3 Active Optical Cabling in the Serial Ethernet Environment
2.4 Active Optical Cabling in the Campus Environment
2.5 Standards for Active Optical Cabling
2.6 The Network Manager's Perspective: An Assessment of the advantages of AOCs for Corporate Users
Chapter Three: Active Optical Markets: PCs and Other Computer Applications
3.1 Current Requirements for High-Speed Interfaces on and in PCs
3.2 Intel's Vision of Active Optical Cabling as the Universal Optical Interface for PCs
3.3 Addressable Market Segments for Active Optical Cables in the Computer Sector
3.3.1 External Interfaces
3.3.2 LAN-On Motherboard (LOM)
3.3.3 Active Optical Cabling for Board-to-Board Communications
3.4 PC Industry Perspective on Active Optical Cabling
3.5 Challenges for Active Optical Cabling in the PC and Other Computer Markets
3.6 Assessment of the Active Optical Cabling Industry's Ability to Enter the PC Market
3.6.1 Likely Market Entry Strategies
Chapter Four: Consumer Electronics and Other Display Applications
4.1 Current Requirements for High-speed Interfaces in Consumer Electronics
4.2 AOC Vendors' Visions of Active Optical Cabling for Videophiles
4.3 Addressable Consumer Markets in Home Entertainment and Digital Signage
4.3.1 Active Optical Cabling and HDMI
4.3.2 Active Optical Cabling and DisplayPort
4.3.3 Active Optical Cabling and SuperSpeed USB
4.3.4 Active Optical Cabling in Home Theater Applications
4.3.5 Active Optical Cabling and the Digital Signage Market
4.4 A Consumer Electronics Perspective on Active Optical Cabling Industry
Chapter Five: Market Forecasts
5.1 Forecasting Methodology
5.2 Forecast of Active Optical Cabling by End-User Market
5.2.1 Data Center Applications for AOCs
5.2.2 Digital Signage Applications for AOCs
5.2.3 PC Interconnect Applications for AOCs
5.3 Forecast of Active Optical Cabling by Protocols/Connectors Used
5.3.1 Protocols
5.4 Forecast of Active Optical Cabling by Length of Cable Used
5.5 Summary of AOC Forecasts
Acronyms and Abbreviations Used in this Report 1
About the Author
List of Exhibits
Exhibit E-1: VCSEL Cross Section
Exhibit E-2: SFP, QSFP Modules
Exhibit E-3: Common Multi-Source Agreement Modules
Exhibit E-4: Finisar's CWire (left) and Quadwire (right)
Exhibit E-5: Blazar AOC
Exhibit E-6: Tyco ParaLight Cable
Exhibit E-7: Zarlink's ZLynx Cable
Exhibit E-8: AOC Shipments by Market Value ($ Millions)
Exhibit 2-1: XGMII to XAUI Signal Transition
Exhibit 2-2: Early SFP Module from Finisar
Exhibit 2-3: CFP Mockup Modules
Exhibit 5-1: Data Center Active Optical Cabling Market, 2009-2017
Exhibit 5-2: Digital Signage Active Optical Cabling Market, 2009-2017
Exhibit 5-3: PC Interconnect Active Optical Cabling Market, 2009-2017
Exhibit 5-4: Home Theater Active Optical Cabling Market, 2009-2017
Exhibit 5-5: Protocols Used With AOCs
Exhibit 5-6: Connectors Used With AOCs
Exhibit 5-7: AOC Cable by Length
Exhibit 5-8: AOC Shipments by Volume (Millions)
Exhibit 5-9: AOC Shipments by Market Value ($ Millions)
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アクティブオプティカルケーブル市場は、2014年に15億ドルの予測
ヴァージニア州グレンアレン、2009年9月22日
米国調査会社CIR社の調査レポート「アクティブオプティカルケーブル市場調査:市場動向、技術、5年間予測 - Active Optical Cabling: A Technology Assessment and Market Forecast」は、データセンタ、PC相互接続、デジタルサイネージ、家庭向けエンターテインメントにおけるアクティブオプティカルケーブル(AOC)の市場を予測し、主要なトランシーバとケーブル企業のAOC戦略を分析している。AOC市場の収益は誇大広告だとするアナリストもいるが、CIR社は2012年に7億2000万ドル、2014年までには15億ドルに拡大すると予測している。
この調査レポートの主要な調査結果
- 2014年までは、AOC市場の最大のアプリケーションはデータセンタで、収益額は8億3500万ドルに達するだろう。膨大な銅線インフィニバンドケーブルの置換えはAOCの初期市場の収益源であるが、大企業や行政、特にGoogleやYouTubeなどによる公共の監視を行うデータセンタが大規模なポート数を採用することによっても促進されるだろう。3年前にはたった1ギガビットを達成したばかりなのに、このようなセンタは10ギガビットの容量を必要とする。
- AOCによるホームシアターはニッチ市場であり、「ビデオマニア」への高額なケーブルの販売に限られていた。しかしもうひとつのビデオ関連のAOCアプリケーションであるデジタルサイネージは、この数年で導入が格段に促進し、非常に大きな市場潜在力を秘めていると考えられる。高い帯域幅のケーブルを必要とするデジタルサイネージは、屋外のHDMI環境で1080pの解像度や1920x1200 DVIを必要と考える広告産業の需用に促進されている。デジタルサイネージは2014年までAOCの最大のセクターであり、市場は4億5000万ドルに達するとするベンダもある。(中略)
この調査レポートは、アクティブオプティカルケーブルの販売量と販売金額に関するCIR社の市場予測を記載している。現在アクティブオプティカルケーブル市場にある、または参加しようと計画しているすべての企業の製品と市場戦略を詳述・分析している。OEMやチップ企業の新しいアクティブオプティカルケーブル技術を分析している。
調査対象企業は、Ace Plus、Alcatel-Lucent、Alight、AppliedMicro、Avago、Cisco、Corning、Dell、Emcore、Ericsson、Eudyna、Finisar、Firecoms、Freescale、Gevista、HP、Intel、JDSU、Lightwire、Luxtera、Mellanox、MergeOptics、Molex、Oclaro、Opticom、Opticis、Reflex Photonics、Samsung(三星)、Silicon Image、SmartAVI、住友、Sun、Teranetics、TriQuint、Tyco、VI Systems、Vitesse、W. L. Gore、Zarlinkなどである。
(原文)
CIR Issues New Report on Active Optical Cabling; Sees $1.5 Billion ($US) Market in 2014
September 22, 2009
Glenn Allen, Virginia: CIR, an industry analyst firm based here, has just published an assessment of the active optical cabling (AOC) sector. This new report, Active Optical Cabling: A Technology Assessment and Market Forecast includes a realistic forecast of the market for AOCs in data center, PC interconnect, digital signage and home entertainment markets, as well as an assessment of the AOC strategies of leading transceiver and cabling companies. While CIR believes that some analysts have exaggerated the likely revenues the firm still expects the market for AOCs will reach $720 million by 2012, and expand to $1.5 billion by 2014.
Key findings:
Data center applications will dominate the AOC business with revenues reaching $835 million by 2014. Replacement of bulky copper InfiniBand cable will be an early revenue generator for AOCs, but the market will also be driven by a massive expansion in port counts in large corporate and government data centers and especially public peering data centers such as those run by Google and YouTube. Such centers are demanding 10 Gbps port densities that were achievable only at 1 Gbps levels three years ago.
- Home theater sales of AOCs will remain a niche market and limited to expensive cables sold to "videophiles." However, another video-related AOC application - digital signage - has considerable potential because the installed base of digital signage has grown by an order of magnitude in the past few years. The need for high-bandwidth cabling for digital signage is driven by the advertising industry's desire to support 1080p resolution in an outdoor HDMI environment, and 1920 x 1200 for DVI. For some AOC vendors digital signage is currently the largest sector they serve and by 2014, the digital signage market is expected to reach almost $450 million.
- Although OEMs are conservative when adopting new cabling and interface technologies, the new CIR report claims that from the point of view of ease of use, AOCs are a "no-brainer" for short-haul PC interconnect applications. It notes that there are several areas where AOCs should sell especially well including the professional video-processing industry, factory-floor networks, military-aerospace applications and LAN-on-motherboard applications. The overall market for AOCs in the PC interconnect market is expected to reach $220 million by 2014.
About the Report:
Active Optical Cabling: A Technology Assessment and Market Forecast provides CIR's assessment of the market with forecasts expressed in volume and value terms for AOC sales. This report also profiles and assesses the product/market strategies of all firms currently marketing or planning to market AOCs, as well as assessing the implications of the new AOC technology for OEMs and chip companies.
Companies mentioned in this report include: Ace Plus, Alcatel-Lucent, Alight, AppliedMicro, Avago, Cisco, Corning, Dell, Emcore, Ericsson, Eudyna, Finisar, Firecoms, Freescale, Gevista, HP, Intel, JDSU, Lightwire, Luxtera, Mellanox, MergeOptics, Molex, Oclaro, Opticom, Opticis, Reflex Photonics, Samsung, Silicon Image, SmartAVI, Sumitomo, Sun, Teranetics, TriQuint, Tyco, VI Systems, Vitesse, W. L. Gore, and Zarlink.
