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Active Optical Cables (AOCs) are still a niche market. CIR believes that they will generate less than $60 million in 2011 and these revenues will largely come from sales into the data center (and especially the InfiniBand) market. Nonetheless, AOCs remain the best way for markets where knowledge of fiber optic communications is scarce to derive the benefits of optical networking. Soon, other markets will pick up on how AOCs can help them shift towards fiber optics. These include not only a broad range of data communications applications, but also digital signage and various consumer electronics applications. CIR estimates that within five years, the worldwide AOC market will have reached $1.9 billion.

The goal of this report is to show how the AOC market will be able to achieve this success and the opportunities that it will spawn along the way. Although this report discusses technical trends in the AOC market, it is primarily focused on business strategy, analyzing each of the sectors in which AOCs are likely to find a market and identifying the main addressable markets. This report also provides an in-depth analysis of the strategies being deployed by major AOC firms and analyzes the trend towards AOCs being supplied by larger firms; a trend that will be helpful as AOCs begin to appear in mass markets. We have also taken a look at important marketing issues faced by AOC (such as the importance of branding in this space) and the role that offshore manufacturing is likely to play.

Two other features of this report are the profiles of the leading AOC suppliers and the eight-year forecasts. At the moment there are quite a few suppliers of AOCs out there, each with its own story to tell. Among other things, the supplier profiles in this report discuss the products that these firms are (or will soon) offer. They also analyze recent industry shaping events such as Molex's acquisition of Luxtera's AOC business and Intel's transition from its (predominantly optical) Light Peak technology to its (predominantly copper) Thunderbolt technology.

The eight-year forecasts in this report are based on an analysis of the growing need for AOCs in the data center/HPC, digital signage, PC interconnect and home theater markets. These forecasts take into consideration today's major drivers for fiber optic deployment such as 3-D television, cloud computing, and the inevitable rise in processor speeds. The forecasts are presented in dollar terms, but also in terms of the number of cables and length of cable shipped. We also project, which protocols will become dominant in the AOC space over the next few years, determining especially how AOCs will fit in with the rise of HDMI, DisplayPort and the latest generation of USB.

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Table of Contents

Executive Summary

E.1 Introduction
E.2 Recent AOC Supplier Developments: Firms to Watch
E.3 AOC Opportunities in the Data Center
E.3.1 IB: The First Market for AOC
E.3.2 AOCs and CPU Power
E.3.3 AOCs and MSAs
E.4 Opportunities for AOCs in the Computing and Consumer Electronics Sectors
E.4.1 AOCs versus USB
E.4.2 AOCs, DisplayPort and HDMI
E.4.3 LAN-On Motherboard (LOM) and AOCs
E.4.4 Active Optical Cabling for Board-to-Board Communications
E.5 Opportunities for AOCs in the Digital Signage Sector
E.6 AOCs and Active Copper Cables
E.7 Summary of Eight-Year Forecasts of Optical Cabling Markets

Chapter One: Introduction

1.1 Background to this Report
1.1.1 How Far Can AOCs Go?
1.1.2 AOCs, Parallelism and QSFP
1.2 Objectives of this Report
1.3 Scope of this Report
1.4 Plan of this Report

Chapter Two: Active Data Centers and Enterprise Networks as a Market for AOCs

2.1 Prospects for IT Spending and High-Performance Computing Trends: The Current Realities for the AOC Business
2.2 Evolution of Active Optical Cabling Products for the Corporate Environment
2.2.1 10 GigE and the Evolution of AOC
2.2.2 40/100-Gbps Active Optical Cabling Products
2.3 InfiniBand: First Home for AOCs
2.3.1 AOCs as CX-4 Replacement
2.3.2 AOCs as QSFP Replacement
2.4 AOCs and Serial Ethernet
2.5 Active Optical Cabling in the Campus Environment
2.6 The User View: A Network Manager's Perspective

Chapter Three: Active Optical Markets: PCs and Other Computer Applications

3.1 Current Requirements for High-Speed Interfaces On and In PCs
3.1.1 The PC Community's Many Interconnect Options: Why AOCs?
3.1.2 The Next PC Interface Copper or Fiber? Intel's Vision
3.2 Addressable Market Segments for Active Optical Cables in the Computer Sector
3.2.1 External Interfaces
3.2.2 LAN-On Motherboard (LOM)
3.2.3 Active Optical Cabling for Board-to-Board Communications
3.3 Bringing AOCs into the PC Mainstream; a Marketing Perspective
3.4 Assessment of the Active Optical Cabling Industry's Ability to Enter the PC Market

Chapter Four: Consumer Electronics and Other Display Applications

4.1 Current Requirements for High-speed Interfaces in Consumer Electronics
4.1.1 Fiber and 3D TV
4.1.2 Fiber and Home Video Production
4.2 Active Optical Cabling and the Digital Signage Market
4.2.1 Evolution of AOC Use in the Digital Signage Market
4.3 Active Optical Cabling and HDMI
4.3.1 AOCs and HDMI Cabling
4.4 Active Optical Cabling and DisplayPort
4.4.1 Fiber Optics, DisplayPort and AOCs
4.5 Active Optical Cabling and SuperSpeed USB
4.6 Some Notes on Intel's Light Peak/Thunderbolt Technology in the Consumer Electronics Market

Chapter Five: Firms to Watch in the AOC Business

5.1 Avago Technologies (U.S.)
5.1.1 Evolution of AOC Products at Avago
5.1.2 Technical Directions for Avago AOCs
5.1.3 CIR's View on Avago's Future in the AOC Business
5.2 Emcore (U.S.)
5.2.1 Background to Emcore's AOC Business
5.2.2 Emcore's AOC Products and Markets
5.2.3 CIR's View on the Future of Emcore in AOCs
5.3 FCI/MergeOptics (France/Germany)
5.3.1 Technical Aspects of FCI/MergeOptics' Range
5.3.2 CIR's View on the Future of FCI/MergeOptics in AOCs
5.4 Finisar (U.S.)
5.4.1 Background to Laserwire
5.4.2 Finisar's AOC Product Range and Evolution of Marketing Strategy
5.4.3 Technical Aspects of Finisar's AOC Business
5.4.4 CIR's View on Finisar's Future in the AOC Business
5.5 Gevista Technology Co. Ltd. (Taiwan)
5.6 Luxtera (U.S.) (AOC division recently acquired by Molex)
5.6.1 Luxtera, AOCs and Silicon Photonics
5.6.2 Blazar
5.6.3 Alliances with Amphenol and Siemon
5.6.4 CIR's View on the Future of Luxtera in the AOC Business
5.7 Molex (U.S.)
5.7.1 Molex's Internal Development of AOCs
5.7.2 Acquisition of Luxtera's AOC Products
5.8 Siemon (U.S.)
5.9 TE Connectivity/Tyco Electronics/Zarlink (U.S.)
5.9.1 ParaLight
5.9.2 Zarlink Products
5.9.3 CIR's View on the Future of TE in the AOC Business
5.10 Other Firms and Possible Entrants
5.10.1 Future Role of Asian Firms in the AOC Market
5.10.2 Potential for Start-Ups in the AOC Space

Chapter Six: Market Forecasts

6.1 Forecasting Methodology
6.2 Forecast of Active Optical Cabling by End-User Market
6.2.1 Data-Center Applications for AOCs
6.2.2 Digital Signage Applications for AOCs
6.2.3 PC Interconnect Applications for AOCs
6.3 Forecast of Active Optical Cabling by Protocols/Connectors Used
6.3.1 Protocols and AOCs
6.4 Forecast of Active Optical Cabling by Length of Cable Used
6.5 Summary of AOC Forecasts

Acronyms and Abbreviations Used in this Report
About the Author

List of Exhibits

Exhibit E-1: AOC Shipments by Market Value ($ Millions)
Exhibit 6-1: Data Center Active Optical Cabling Market, 2011-2018
Exhibit 6-2: Digital Signage Active Optical Cabling Market, 2011-2018
Exhibit 6-3: PC Interconnect Active Optical Cabling Market, 2011-2018
Exhibit 6-4: Home Theater Active Optical Cabling Market, 2011-2018
Exhibit 6-5: AOC Shipments by Volume
Exhibit 6-6: AOC Shipments by Market Value ($ Millions)

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