有源光缆 (AOC) 市场和预测 (2022-2030)
市场调查报告书
商品编码
1119259

有源光缆 (AOC) 市场和预测 (2022-2030)

Active Optical Cables Markets & Forecasts: 2022-2031

出版日期: | 出版商: Communications Industry Researchers (CIR) | 英文 42 Pages | 订单完成后即时交付

价格
简介目录

有源光缆 (AOC) 通常被视为一种商品。 AOC 市场一直有一些特色(尤其是耐用的 AOC),但在过去一年左右的时间里,AOC 供应商已经找到了在市场上区分其产品的新方法。这些围绕需要特殊设计考虑的 400/800G AOC 展开。

长期以来,美国和欧洲的数据中心严重依赖中国製造的 AOC。最初,中国 AOC 仅支持高达 100G 的数据速率,但在过去几年中,中国已成为 400/800G AOC 的主要来源。

本报告分析了全球有源光缆 (AOC) 市场的未来前景,概述了 AOC、AOC 和 DAC(直接铜互连)在其主要应用领域、视频和消费类 AOC 中的分布。我们将编译并交付市场趋势展望(未来三年)等信息。

内容

第一章介绍及分析背景

  • AOC/DAC 及其他:光互连的多样性
    • 有源光缆 (AOC):核心价值主张和营销策略
    • AOC 产品衍生产品 (1):加固型 AOC
    • AOC 产品衍生产品 (2):视频 AOC
    • DAC(直接铜线连接):铜线持久性
  • 本报告中使用的研究方法
  • 本报告的时间表

第 2 章数据中心的 AOC

  • 数据中心的 AOC 市场
    • 数据中心增长
  • 适用于超大规模数据中心的 AOC
    • 超大规模数据中心的 HPC 和 AOC
    • 400G AOC 及以上:初步想法
  • 适用于企业数据中心的 AOC
    • 在数据中心迁移到 100G AOC
  • 通信数据中心
    • 交换中心
    • 可用于有线电视头端
  • 边缘数据中心
  • 数据中心的 InfiniBand AOC
  • 以太网环境中的 AOC
  • 本章重点

第 3 章 AOC/DAC 及其他:产品和供应链

  • 当前的互连市场:市场细分
  • DAC 的作用
    • DAC 的当前和未来用途
    • DAC 的优势
    • 无源和有源 DAC
    • 突破:关于 DAC 的说明
  • 超越 DAC:AOC 产品理念
    • AOC 的缺点
  • 高耐用性 AOC(有源光缆)
    • 使用高度耐用的 AOC
  • 连接器和结构化电缆的作用
  • CPO时代的AOC:AOC能否承受可插拔性?
  • AOC 供应炼及其变革潜力
    • 中国综合症:中国在 AOC 行业的未来
    • 中国 AOC 公司
  • OEM 在 AOCS 分销中的角色变化
    • 思科和英特尔:品牌 AOC 示例
  • “第三方”供应商
    • 与第三方供应商的价格差异
    • 这些价格差异是如何实现的?
  • AOC 零售商、批发商和在线商店
  • 关于各地区 AOC 市场的说明
    • 亚太地区(不包括中国)
    • 欧洲
    • 中东和非洲
    • 以色列的 AOC 市场
  • 本章重点

第 4 章视频/消费者 AOC

  • 视频/消费类 AOC:定义和功能
  • 视频 AOC 供应链
  • AOC 和数字标牌
    • 数字标牌网络和 AOC 的未来角色
  • 酒吧、餐厅和零售店的视频 AOC
  • 消费者 AOCS
  • 专业视频
    • 使用 AOC 的内部个人计算机连接
  • 本章重点

第五章预测与分析技术

简介目录

CIR has been providing coverage of the Active Optical Cable (AOCs) market for about 15 years. Unlike other recent reports on this topic this one is rooted in accurate information on the evolution of the data center and a realistic view on where video AOCs can find a market. Here are some of the key features of this new report:

  • In this report, we are adding coverage of Direct Attach Cable (DACs) as a measure of what potential there still is for copper in the data center.
  • AOCs are sometimes considered merely commodity products. There have always been some specialist segments of the AOC market (notably ruggedized AOCs) but in the past year or so AOC vendors have found new ways to distinguish their products in the marketplace. These revolve around 400/800G AOCs, which require special design considerations.
  • This report examines how re-shoring from China will impact the AOC market going forward. US and European data centers have relied heavily on AOCs manufactured in China for many years. Originally, Chinese AOCs only supported data rates up to 100G, but in the past two-to-three years China has become a primary source of 400/800G AOCs. How will supply chain for high-speed AOCs evolve in a post-globalized world?
  • Throughout the report we discuss the strategies of leading providers of AOCs and related products in data and video connectivity markets over the next decade. Two issues in particular are covered. We discuss the strategies that AOC vendors plan for when new kinds of optoelectronics (notably co-packed optics - CPO) will find their way into data centers. We also examine how the players in the AOC space are rethinking their branding and moving slowly away from the old brands that have dominated the data connectivity

The centerpiece of this report is the ten-year forecast of video and data AOCs/DACs. This forecast is provided to the purchaser of this report in a spreadsheet so that it can be easily read and manipulated. For the data center AOCs, we include breakouts by speed, reach, type of media, connector MSA, type of data center, and video application. Data center types considered separately in this report comprise, hyperscale, enterprise, edge and telephone center.

Table of Contents

Chapter One: Introduction and Background to Report

  • 1.1. AOC, DACS AND BEYOND: The Varieties of Optical Interconnects
    • 1.1.1. Active Optical Cables: Core Value Propositions and Marketing Strategies
    • 1.1.2. AOC Product Spinoff #1: Ruggedized AOCs
    • 1.1.3. AOC Product Spinoff #2: Video AOCs
    • 1.1.4. DACs: The Persistence of Copper
  • 1.2. Methodology of This Report
    • 1.2.1. Forecasting
  • 1.3. Plan of This Report

Chapter Two: AOCs in the Data Center

  • 2.1. Markets for AOCs In the Data Center
    • 2.1.1. Growth of Data Centers
  • 2.2. AOCS in the Hyperscale Data Center
    • 2.2.1. HPC and AOCs in the Hyperscale Data Center
    • 2.2.2. Initial Thoughts on 400G AOCs and Above
  • 2.3. AOCS In the Enterprise Data Centers
    • 2.3.1. Transition to 100G AOCs in the Data Center
  • 2.4. Telecom Data Centers
    • 2.4.1. Switching Centers
    • 2.4.2. Potential for Use in Cable TV Headends
  • 2.5. Edge Data Centers
  • 2.6. InfiniBand AOCS in the Data Center
  • 2.7. AOCS In the Ethernet Environment
  • 2.8. Key Points from this Chapter

Chapter Three: AOCs, DACs and Beyond: Products and Supply Chains

  • 3.1. A Market Segmentation of the Interconnect Market for Today
  • 3.2. The Role of DACS
    • 3.2.1. Current and Future Uses for DACs
    • 3.2.2. The Advantages of DACs
    • 3.2.3. Passive vs. Active DACs
    • 3.2.4. A Note on Breakout DACs
  • 3.3. Beyond DACS: AOC Product Philosophy
    • 3.3.1. AOCs Have Downsides, Too
  • 3.4. Ruggedized Active Optical Cables
    • 3.4.1. Applications for Ruggedized Active Optical Cables
  • 3.5. The Role of Connectorized Cable and Structured Cabling
  • 3.6. AOCS In the Age Of CPO: Can AOCS Survive Pluggables?
  • 3.7. The AOC Supply Chain and Its Likely Changes
    • 3.7.1. The China Syndrome: The Future of China in the AOC Sector
    • 3.7.2. Chinese AOC Firms
  • 3.8. Changing Role of The OEMS In Distribution of AOCS
    • 3.8.1. Cisco and Intel: Examples of Branded AOCs
  • 3.9. "Third-Party" Suppliers
    • 3.9.1. Pricing Differentials at Third-Party Suppliers
    • 3.9.2. How these Price Differentials are Achieved
  • 3.10. Retailers, Wholesalers and Online Stores for AOCs
  • 3.11. A Note on Regional AOC Markets
    • 3.11.1. non-China APAC
    • 3.11.2. Europe
    • 3.11.3. Middle East and Africa
    • 3.11.4. AOC Markets in Israel
  • 3.12. Key Points from this Chapter

Chapter Four: Video/Consumer AOCs

  • 4.1. Definition and Capabilities of Video/Consumer AOCS
  • 4.2. Video AOC Supply Chain
  • 4.3. AOCS and Digital Signage
    • 4.3.1. Digital Signage Networks and the Future Role of AOCs
  • 4.4. Video AOCS In Bars, Restaurants and Retail
  • 4.5. AOCS For the Home
  • 4.6. Professional Video
    • 4.6.1. Internal Personal Computer Connections Using AOCs
  • 4.7. Key Points from this Chapter

Chapter Five: Forecast Methodology

  • 5.1. Forecasting Philosophy
  • 5.2. Forecasting Assumptions
    • 5.2.1. MSAs and Protocols
    • 5.2.2. Speeds and Reach
    • 5.2.3. Type of Media
    • 5.2.4. Video Applications Assumptions

List of Exhibits

  • Exhibit 1-1: Products Covered by this Report
  • Exhibit 3-1: Data Center Connectivity Products by Type
  • Exhibit 3-2: Market Advantages of AOCs
  • Exhibit 4-1: Key Video Connector Types Used in Video AOCs
  • Exhibit 4-2: Reasons for Using AOCs in Selected Video Markets
  • Exhibit 4-3: Professional Video Applications for AOCs

Appendix A Forecast Database/Spreadsheets

  • A.1. Hyperscale Data Center: AOC and DAC Market Forecasts
  • A.2. Enterprise Data Center: AOC and DAC Market Forecasts
  • A.3. Edge Data Center: AOC and DAC Market Forecasts
  • A.4. Telephone Company Data Center: AOC and DAC Market Forecasts
  • A.5. Video AOC Markets by Application
  • A.6. Summary of AOC/DAC Markets

About the Author

  • Acronyms and Abbreviations Used in This Report