Telecoms and Computing Market Report has been published today. It provides updated in 2018 year analysis of telecoms and computing industries.
Much has happened to spur opportunities in the optical interconnect (OIC) business in the past couple of years. Demand on the data centers and local networks has accelerated as entirely new kinds of data traffic such as 3D video, big data and social networking has begun to predominate. At the same time we have seen the rise of cloud computing, a networking architecture that fundamentally changes the way that computing is done.
Some observers believe that the current generation of I/O technology isnt up to coping with this change and on its current roadmap is likely to find itself squeezed increasingly by the new kinds of traffic and new ways of doing networking. Conventional I/O technology development appears to be lagging traffic growth and to make matters worse, power consumption of traditional copper I/O is inconsistent with the goal of green computing and saving energy costs in data centers.
The author believes that these trends will spur business for manufacturers of OICs and related products, who now face large addressable markets — corporate servers and large routers — where once they dealt only with niches. This report is designed to provide guidance to firms that are designing market strategies for future OIC markets, whether they be optical module and connector makers, fiber manufacturers or computing and telecommunications firms.
In addition, to showing how the markets for OICs will evolve, this report looks at the daunting challenges facing optical interconnection; primarily providing cost-effective optical technology in markets that are used to paying only minimal amounts for metal connectivity. Also included in the report is an analysis of the evolution of OIC technology including the role of AOCs in the optical interconnect space and the eventual shift to waveguide backplanes and other advanced optical technologies. In its granular eight-year forecasts, this report also quantifies how much those opportunities will be worth.