Based on fibeReality’s intelligence gathering, there has been an extremely important development, particularly in the intra-data center optical equipment space. In our opinion, Intel appears to be striving to dominate both the CWDM4 and PSM4 markets by essentially dumping products at exceptionally low cost. Such activity could have a profound impact on competitors targeting this portion of the communications sector, including Mellanox Technologies and Luxtera.
A new market intelligence brief by fibeReality, LLC is available now based exclusively on primary research.
Clash of Optical Component Vendors & Technologies in Data Center Networks addresses the following issues:
- How does Ciena’s purchase of TeraXion indicate the possibility of the system vendor considering the data center space beyond interconnection?
- What will be the impact of Mellanox’s push for NRZ at 50G on PAM4?
- How has Infinera’s chip approach provided foreshadowing for the difficulties that are now found at least with some silicon photonics technology?
- Where may Finisar be dropping the ball on the data center side?
- What is the actual reason for Lumentum moving up the food chain?
- Why is Acacia’s silicon photonics advantage over-hyped?
- What is the potential double whammy threat to Inphi?
- Why may Kaiam’s exit strategy be up in the air?
- Does ColorChip really have a feature that sets itself from the pack?
- Why may Oclaro’s long-term survival still possibly be in doubt?
- Why may Juniper be way over its head with its purchase of Aurrion?
- Why are Facebook’s network requirements so much different than Google and Microsoft?
- How is the corporate leadership change affecting Google’s optical development efforts?
- Why is on-board optics not necessarily that important to Microsoft?
- What are the major obstacles for Nokia getting a much higher share of the DCI space?
Clash of Optical Component Vendors & Technologies in Data Center Networks costs US$500 and includes a corporate-wide license as well as follow-up time for any questions or clarifications.
Table of Contents
1.1 Data Center Optical Technology Conflicts
1.2 Competitive Assessment of Data Center Component Suppliers
1.3 Major System Players and Vertical Integration
1.4 Web 2.0 Hyperscale Operators and Vertical Integration
2.0 Enterprise vs cloud
3.0 Multimode vs parallel singlemode vs duplex singlemode
4.0 Analog Coherent Optics (ACOs) vs Digital Coherent Optics (DCOs)
5.0 Impact of silicon photonics
5.1 CWDM4 vs PSM4
6.0 Transceivers vs on-board optics
7.0 Number of channels vs higher data rate (PAM4 vs NRZ)
8.0 Standards bodies vs MSAs vs proprietary solutions
9.0 Beyond 100G (datacom vs telecom)
10.0 Competitive Analysis of Data Center Componentry Suppliers
10.1 Acacia Communications
10.2 Applied Micro
10.3 Applied Optoelectronics
10.4 Barefoot Networks
10.10 Global Foundries
10.12 InnoLight Technologies
10.17 Lightwave Logic
10.18 Lumentum Holdings
10.21 Mellanox Technologies
10.24 POET Technologies
10.26 Rockley Photonics
10.27 Skorpios Technologies
10.29 Teledyne DALSA
11.0 Competitive Positioning of Vertically Integrated System Firms
11.2 Cisco Systems
11.4 Juniper Networks
12.0 Vertical Integration Strategies of Major Hyperscale Operators
Published September 2016