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SUMMARY
With 10 GigE and OC-768 now fully commercialized, networking and components
firms are focusing on the next evolution of networking, one that will operate
at speeds 100 of Gbps and better. The work done by these manufacturers today
will enable them to stake a position in the high-speed networking marketplace
of the future. Early entrants are already shaping these markets by pushing
their particular views on data rates and formats, as well specific
amplification, multiplexing, modulation and dispersion compensation
technologies. And, it will not be too long before the first non-standard
commercial electronic and optical components designed for leading edge
networks make their appearance.
CIR is conducting an analysis of this space with the results released in a new
report in November. The main objective of the report is to present a roadmap
for the evolution of the next generation of networks and their adoption. It
quantifies the market opportunities, predicts when these will emerge and
analyzes which firms are best positioned to take advantage of these
opportunities. A supply chain analysis will be included in the report.
Topics examined in the report will include:
- What format (serial or parallel) is most likely to be adopted for networks
operating over 100 Gbps and what types of WDM and parallel optics products
will be needed as a result.
- What kind of amplification products will be needed in such networks and
what is the chance of getting to an appropriate cost point for such amplifiers.
- What kinds of laser, detectors, TOSA, ROSA, etc products will be needed.
- The role of EDC in the next generation of high-speed networks.
- Appropriate modulation schemes for these networks.
- The types of ICs that will be required for these networks.
- The role of optical integration in creating components for these new
networks.
- When the first silicon for 100 GigE will appear.
- When or will new MSAs/form factors be required for 100 GigE and similar
types of high speed networks. If yes, what will they look like.
- Applicability of existing MSAs in the next generation of networks.
- What particular firms are taking a lead in the standards process to the
degree that they may shape next generation networking technology. The future
of SONET/SDH beyond OC-768.
- Network and computing applications will be the first adopters of networks
operating at above 100 Gbps.
Report Outline:
Executive Summary: Presents the new business potential of these new
networks for components and module firms and others. In addition, to setting
out the opportunities, we also examine how individual firms are already
responding and indicate which firms and technologies are likely to shine in
this emerging marketplace
Chapter One: Introduction: Sets out the objectives and methodology of
the report and sets the scene for the rest of the report.
Chapter Two: Why Do We Need Higher Data Rates and What are We Doing About
It? This includes an analysis of the main drivers for networking at 100
Gbps and above, which by common consent are already coming from large server
farms, carrier hotels and high performance computing. We also discuss the
claims that video - especially in the form of IPTV - will help push
networking to the next level and how the new networks will fit into the needs
of future long-haul networks. This chapter also looks at the main
standardization efforts underway to bring 100 GigE and SONET/SDH at above
OC-768 to the market, including activities at the IEEE, ITU and OIF and how
the requirements of enterprise, access, metro and long-haul networks are
reflected in proposed media, formats and standards.
Chapter Three: Component and Module Requirements and Opportunities: At
the present time there are many suggestions for how the next generation of
networks may operate. They could use serial transmission as have most of the
networks before them, but there is also a good chance that they may be based
around parallel transmission - opening up entirely new markets for parallel
optics and WDM products. The new networks will also be looking for low cost
amplification and high powered laser products, while their new multiplexing
and modulation schemes will also lead to a demand for both novel ICs and
optical components.
In addition, we will also take a look at what new MSAs/form factors will be
required to support these very high-speed networks and the degree to which
they will be backwards compatible with OC-768 and 10 GigE. This chapter also
examines how the latest manufacturing processes and materials will factor in
to the emergence of the next wave of networking products. In particular, the
report will examine how optical integration will help with the creation of
components that go into future networks.
Chapter Four: Roadmap for the Next Generation Networks Beyond 10 GigE and
OC-768: This chapter provides a complete roadmap for the next generation
of networks, examining in detail and what products are likely to appear and
when and where early revenues are likely to be obtained. Areas of focus will
include WDM components, lasers and detectors, modulators, amplification
devices, dispersion compensation devices, transmission modules and ICs.
TABLE OF CONTENTS
Executive Summary
- E.1 Introduction
- E.1.1 How Next-Generation Networks are Creating Opportunities Now
- E.2 Summary of Key Opportunities in Next Generation Networks
- E.2.1 Transmission, Detection and Amplification Products
- E.2.2 Electronics Products
- E.2.3 WDM Products
Chapter One: Introduction
- 1.1 Background to this Report
- 1.1.1 Some Users Need 100 GigE Now!
- 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: Why Do We Need Higher Data Rates and What are We Doing About It?
- 2.1 Introduction
- 2.2 The Impact of Video on Bandwidth Demand
- 2.2.1 Impact of Consumer Video
- 2.3 Market Drivers by Application and Network Segment
- 2.3.1 High-Performance Computing
- 2.3.2 Servers, Data Centers and Enterprise Networks
- 2.3.3 Central Offices, POPs and Internet Exchanges
- 2.3.4 Long-Haul, Metro and Access Networks
- 2.4 Standards Organizations
- 2.4.1 IEEE
- 2.4.2 OIF
- 2.4.3 ITU and the Future of SONET/SDH
- 2.4.5 Ethernet in a SONET/SDH World and the OTN
Chapter Three: Component Requirements and Opportunities
- 3.1 Introduction
- 3.2 A Role for Optical Integration and Silicon Photonics
- 3.3 Lasers, TOSAs and Modulators
- 3.3.1 Parallel Optics and Other Short-Reach Options
- 3.3.2 MSAs of the Future
- 3.4 Detectors, Receivers and ROSAs
- 3.5 Opportunities for Amplifications Products
- 3.6 Opportunities for WDM Products
- 3.7 Opportunities for Dispersion Control
- 3.8 Opportunities for ICs and Electronics
Chapter Four: Roadmap for the Next-Generation Networks Beyond 10 GigE and OC-768
- 4.1 Introduction
- 4.2 A Forecast for Next-Generation Network Evolution
- 4.2.1 How Big is the Addressable Market for 100 GigE?
- 4.2.2 A Timetable for Next-Generation Ethernet
About the Authors
List of Exhibits:
- Exhibit E-1: Routes Towards High Bandwidth Networks
- Exhibit E-2: Applications and Markets for Next-Generation Networks
- Exhibit E-3: Options and Opportunities from Next-Generation Networks
- Exhibit E-4: New Integrated Products for Parallel Solutions
- Exhibit 1-1: Component, Module and Subsystem Products Covered in this
Report
- Exhibit 2-1: Factors Driving Next Gen Networks: Data from IEEE Networking
Survey
- Exhibit 2-2: The Trouble with LAGs
- Exhibit 3-1: Technology Directions for Next-Generation Networks
- Exhibit 3-2: Data Rate Directions for Next-Generation Networks
- Exhibit 3-3: Problems to be Overcome in Serial 100G Networks
- Exhibit 3-4: Technology Choices: Opportunities and Timetables in the
Transmission Segment
- Exhibit 4-1: A Provisional Timetable for Next-Generation Ethernet
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