40G100G 高速传输市场分析.pdf

High speed component opportunities—40 and 100 G Daryl Inniss, PhD daryl.inniss@ 27 June 2011 1 © Copyright Ovum. All rights reserved. Ovum is part of the Datamonitor Group. Outline High speed transmission opportunities for OC  This is 40/100G demand but should 10G be ignored?  Tunable XFP, DWDM SFP+ to 80 km, 10G PON  What’s the 40/100G DWDM story?  Modulation format for 40G?  100G opportunity?  And what about 40/100G for client/interoffice?  Simplify by focusing on end-goal 2 © Copyright Ovum. All rights reserved. Ovum is part of the Datamonitor Group. Transceiver at 10 G and below wins at least 60% of revenue each year 10 G 10 G 40 G 100 G CAGR 100% 85% 80% 38% 60% 40% 9% 20% 3% 0% 2010 2011 2012 2013 2014 2015 Total transceiver 2010 revenues of $2.7 bn, growing to $5.3 bn in 2015 3 © Copyright Ovum. All rights reserved. Ovum is part of the Datamonitor Group. and new 10 G transceivers are being introduced 2010 CAGR Comment Volume (‘10-’15) 10 G Eth