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100G Components User Survey: Market Outlook
The rapidly growing data bandwidth from consumer broadband, mobile data and highly connected businesses is driving demand for 100Gbit/s (100G) network connections. Service providers are installing 100G connections in data center, enterprise, metro and long-haul networks. Many systems have four or more 100G interfaces per line card and use switch chipsets that support up to 32 100G interfaces per device. The survey covered in this report indicates that more than 60 percent of companies that make telecom or networking equipment are shipping systems with 100G interfaces.

Our survey goes beyond gauging the depth and breadth of use for 100G optical modules and PHY semiconductor components by providing insights into which devices telecom equipment manufacturers are using, for which applications and how they rate each vendor. The report includes information about the importance of different Ethernet port types, including new MSA/alliance proposals, the use of PHY devices and 100G optical modules and the most important features when system developers select these modules. It also includes vendor rankings for 100G PHY devices and optical modules, and information on plans for the use of 400G interfaces.

Demand for 100G networking is driven by user demand. Until now, 40G interfaces and multiple 10G interfaces have provided an alternative to 100G that has been more cost effective and readily available. This equation is now changing with lower power, lower cost and higher density 100G solutions for data center, enterprise, metro and long-haul applications.

We have already seen a significant shift from 10x10G to 4x28G for both the optical fiber connections and the serial interfaces from PHY devices on the line card to the optical modules. The speed of this shift may have benefited FPGAs that were early in supporting 4x28G serial interfaces. The next steps are the development of lower cost implementations as 100G volumes grow through 2016/17 and the development of 400G solutions. These developments will include alternative Ethernet port types and the increased use of silicon photonic integration. This is a very competitive market and all the vendors involved need to ensure they deliver on performance as the industry shifts to smaller and lower power optical modules and more advanced modulation technologies.

100G Components User Survey: Market Outlook analyzes the current and projected use of 100G optical modules and PHY semiconductor components by equipment vendors, based on the results of an exclusive worldwide survey of engineers, designers, product managers and sales/marketing personnel that work for telecom and networking system equipment manufacturers and suppliers. The responses to our survey make it clear that these devices are critical components in many types of networking equipment, from long-haul to the access edge, data center and core of the network.

Sample research data from the report is shown in the excerpts below:
Table of Contents (cci0515_toc.pdf)
The number of 100G ports has grown rapidly. Asked when their company will ship systems with 100G ports, 63 percent of respondents said they were already doing so, as the following excerpt shows. This is in line with our 2013 survey, which indicated that approximately 60 percent of the equipment vendors would be shipping systems with 100G ports by the middle of 2015. Another 20 percent will start within six months to a year.

[click on the image above for the full excerpt]
Companies mentioned in this report include: Acacia Communications Inc.; Achronix Semiconductor Corp.; Altera Corp. (Nasdaq: ALTR); Applied Micro Circuits Corp. (Nasdaq: AMCC); Avago Technologies U.S. Inc. (Nasdaq: AVGO); Broadcom Corp. (Nasdaq: BRCM); Cisco Systems Inc. (Nasdaq: CSCO); Civcom Devices & Systems Ltd.; ClariPhy Communications Inc.; ColorChip Ltd.; Effdon Networks Ltd.; Eoptolink Technology Inc.; Finisar Corp. (Nasdaq: FNSR); Fujitsu Optical Components Ltd., a subsidiary of Fujitsu Ltd. (Pink Sheets: FJTSY); Gigalight (Shenzhen Gigalight Technology Co. Ltd.); InnoLight Technology Corp.; GigOptix Inc. (NYSE: MKT); Inphi Corp. (NYSE: IPHI); JDS Uniphase Corp. (Nasdaq: JDSU; Toronto: JDU); Kaiam Corp.; Luxtera Inc.; M/A-COM Technology Solutions Holdings Inc. (Macom) (Nasdaq: MTSI); Marvell Technology Group Ltd. (Nasdaq: MRVL); Mellanox Technologies Ltd. (Nasdaq: MLNX); Menara Networks Inc.; Microsemi Corp. (Nasdaq: MSCC); Molex Inc.; MoSys Inc. (Nasdaq: MOSY); MultiPhy Ltd.; NTT Electronics Corp. (NEL); NeoPhotonics Corp. (NYSE: NPTN); Oclaro Inc. (Nasdaq: OCLR); OE Solutions Co. Ltd.; Oplink Communications Inc. (Nasdaq: OPLK); Ranovus Inc.; PMC-Sierra Inc. (Nasdaq: PMCS); Semtech Corp. (Nasdaq: SMTC); Reflex Photonics Inc.; Skorpios Technologies Inc.; Socionext Inc.; Source Photonics; Sumitomo Electric Industries Ltd. (TYO: 5802); and Xilinx Inc. (Nasdaq: XLNX).
Total pages: 20
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