Monday, July 23, 2012

Zarlink intros new active optical cable/LightCounting: Optical transceiver sales to exceed $2B in 2009

JUNE 24, 2009 -- Zarlink Semiconductor (search Lightwave for Zarlink) is providing its new ZLynx 4x10-Gbps active optical cable with quad small-form-factor (QSFP) terminations for InfiniBand QDR for sampling. The new cable is providing infrastructure links between Mellanox (booth #520) and the ISCnet InfiniBand network at this week's International Supercomputing (ISC'09) conference in Hamburg, Germany.
"We are solidifying our leadership position in the active optical cable market, with new products for data center interconnect," says Ram Rao, product marketing manager with Zarlink's Optical Products group. "We were the first volume producer of active optical cables, with ZLynx cables now deployed in data centers worldwide. Building on this market-proven expertise, our new ZLynx cable meets performance, power, and cable management requirements as QDR speeds begin to dominate data center deployments."
The ZLynx QDR cable cable delivers ultrahigh signal integrity required as speeds migrate to 10 Gbps, allowing operators to meet the bandwidth demands of data-intense services such as advanced mobile communications and cloud computing applications. According to the interconnect provider, the lightweight, flexible cable simplifies equipment installation and eliminates airflow concerns to reduce cooling requirements and satisfy green performance requirements for data centers.

OCTOBER 5, 2009 -- Global sales of optical transceivers are expected to reach $2.1 billion in 2009, according to the latest market forecast by opto-electronic transceiver market research company LightCounting LLC. While LightCounting said the figure represents a “minor improvement in the market outlook,” it noted that it’s a lot better than the sharp declines in optical transceiver sales reported in late 2008 and early 2009.
LightCounting maintained what it described as a “conservative” 5% growth projection for 2010, considering the uncertainty of timing a sustainable economic recovery. Double-digit growth will likely follow in 2011-2013, as the optical networking industry rushes to meet steadily growing bandwidth demand, according to the company.
Key indicators of the improving market, in LightCounting’s estimation, include:
    Higher than expected transceiver sales by vendors focused on the Asian market, which are likely to post 5-15% increases in annual sales.
    Majority of optical transceiver suppliers reported increasing orders in Q2 2009 and projected 5% to 10% revenue growth for the last two quarters of 2009.
    FTTx deployments continue strong despite the downturn, as carriers race to provide new voice, video, and data service bundles to bandwidth-hungry consumers.
    Bandwidth utilization in optical networking infrastructure remains high.
    Datacenter upgrades are gaining momentum again, as competition among content providers intensifies ahead of the imminent economic recovery.

"Despite reported market improvements, service providers are likely to stay prudent and favor incumbent technologies," commented Dr. Vladimir Kozlov, founder and CEO of LightCounting. "This trend will sustain the SONET/SDH market through 2011-2013, while delays in the adoption of 100GbE interfaces will open the door for 40GbE to become the higher-speed Ethernet of choice for most applications."
This report presents historical data from 2006-2008 and a market forecast through 2013 for SONET/SDH, Ethernet, Fibre Channel, CWDM, DWDM, FTTx transceivers, optical interconnects, and active optical cables, sorted into over 100 product categories. The report includes forecasts for XFP and XFP-E 10-Gbps tunable transceivers as well as QSFP, CFP and CXP, 40-Gbps, and 100-Gbps modules. The 2006-2008 sales data accounts for 30 transceiver vendors, with more than 25 sharing confidential sales data with LightCounting.

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