Datetime:2013/12/7 14:34:27 | hits:

The market report data of 2013 pregnant of optical components and modules also have worries. Some market sectors nearly doubled in 2013, but other sectors were down by 1/3. Optical device and module business revenue is really rich: this year, an increase of 10.5%, total sales of more than 4 billion 200 million U.S. dollars. LightCounting expects the market to grow by 9.5% in 2014. But there is a lot of uncertainty behind the high growth data. Annual sales of data, communications, optical devices and modules grew faster, up from 23% in 2013, compared with 16% in 2012. Telecommunications, optical devices and modules Market in sleep, in 2012 and 2013, an increase of only 3%. The telecoms market could have had a better 2014. Data show that the data market can respond faster to the global market, while the telecom market may recover 3-5 quarters.
The data market slowed down in 2014
Although CISCO predicted its growth slowed at the end of 2013, this year's data market has been a strong one for Cisco. (CISCO suffered an eventful year: signs of global economic situation change?)
Optical devices continue to gain share in the data center interconnect market eroded copper. SFP+ 10GigE short range transceiver sales increased by 26% in 2013. But 10GBASE-T (100 meters distance copper line plan) did not increase actually. SFP+ active fiber optic cable began to compete with direct cable in the 1-5 meter link.
2013 Ethernet optical transceiver, an increase of 42%, more than 1 billion 300 million u.s.. This will be the biggest market segment in 2014, but growth will slow. The 100GigE module will continue to grow slowly in 2014, but profits will grow at a moderate level because competition between manufacturers will lower prices.
Sales of 40GigE transceivers grew by more than 3 times in 2013, largely due to the large data centers such as Google. However, the 40GigE transceiver market is likely to be volatile in 2014, as only a few major customers have a need for these products.
Sales of 10GigE modules have been robust growth in 2013, and many customers have applied them in many fields. This is the best signal in the Ethernet Transceiver Market in 2013. It should continue to drive market growth in 2014 to compensate for the instability in potential sales of other products.
The telecom market should have increased
LightCounting believes that the increase in 10G module sales will bring the telecom market back to growth in 2014. 10G DWDM transceiver sales decreased by 11% and 16%, respectively, at 2012 and 2013. LightCounting expects the market to pick up 25% in 2014. 100G DWDM light devices will be deployed in 2013 and will continue next year. But these products are too expensive to fit into a larger DWDM market.
At present, the price of 100G DWDM transponder is 30 times as much as that of 10G DWDM transceiver. However, 100G is being deployed in wide area and some metropolitan area network applications because it can create additional value for network operators. In Wan, 100G maximizes the transmission capacity of already deployed optical fiber, and it will not go out of fashion for the next 10 years. The 100G port of a core router can be connected to 10 different 10G ports. This is another value for the core network of 100G optical devices.
What is the additional value of 100G for the broader Metro DWDM market? Financial institutions love the low latency of coherent transmissions, which helps them quickly complete their transactions. However, in addition to providing quick financial transactions, few applications benefit from low latency, at least for now. In metro networks, there are few fiber laying network operators, and it is possible to select 100G to maximize their fiber utilization. But it is hard to imagine the lack of fiber in most places in metropolitan areas. Network operators say even fiber optic cables laid out in Metro 1999-2000 are not fully used.
Will network operators be able to sell 100G access to customers? In this case, deploying 100G in a metro network would be reasonable.
CenturyLink recently announced the first customer to buy their 100G link: Digital Globe - a company focused on high-definition mapping technology. They need 100G connections to transport large amounts of data in data centers. This is still a very special case. Data centers are growing fast all over the world.
There is no doubt that once 1G broadband access becomes ubiquitous and 10G is widely used as an aggregation of access layers, 100G is a technology that must be available in metropolitan area networks. This is only the beginning. It may take 10 years, and the 1G/10G/100G link will be used in metropolitan area networks for access, convergence and transport layer. At the same time, 10G optical devices will be the main force in the telecommunications network.