Infonetics2011超高速光模块分析报告.pdf

10G/40G/100G Optical Transceivers Biannual Worldwide Market Size and Forecasts: 2nd Edition Analysis October 19, 2011 TABLE OF CONTENTS TOP TAKEAWAYS: TUNABLE XFP HITS GROWTH KNEE, 40G SHIPMENTS RECOVER STRONGLY 1 More moderate 10G growth continues1 10G SFP+ surge continues 1 Tunable XFP growth goes exponential 1 WDM interfaces grow across the board 1 40G coherent shipments by NEMs grow due to Ciena, Alcatel-Lucent, Cisco2 In the 100G market, 2013 is the pivotal year, and NEMs are in control 2 SERVICE CHANGES 3 OPTICAL TRANSCEIVERS—“A GOOD PLACE TO BE” 3 Category analysis—40G and 100G supply most revenue growth 5 THE 10G MARKET: IT’S ALL ABOUT SFP+ AND TUNABLE XFP 7 SFP+ is on fire 10 Tunable XFPs are the big growth opportunity12 10G transceiver revenue and unit detail 15 40G MARKET: COHERENT AND SHORT REACH JUMP 16 The NEMs strike back 18 Commentary on 40GBase-SR/LR usage 20 Important 40G forecast assumptions21 Coherent set to surge22 40G deployment commentary24 Carrier deployment model for long reach 40G versus 100G 26 40G transceiver revenue and unit detail 28 100G MARKET: 2013 IS THE PIVOTAL YEAR 29 Important 100G forecast assumptions32 100G RD at full throttle 32 100G transceiver revenue and unit detail 33 PRODUCT DEFINITIONS 34 This is a paid service intended for the recipient organization only; reproduction and sharing with third parties is prohibited. Copyright © 2011 by Infonetics Research, Inc. All rights reserved. i