Product Type: Market Research Report
Published by: Ovum Plc
Published: August 2007
Product Code: R464-646Description This report initiates coverage of the parallel optics segment by Ovum RHK’s Optical Components service. In recent months, the InfiniBand Trade Association ratified inclusion of Quad-SFP, which is based on parallel optics, and certified active optical cables as compliant with InfiniBand’s requirements. In addition, Intel announced its entrance into the high-speed interconnect market with an active optical cable product. These events have revived both parallel optics and Quad-SFP. The market has grown from niche status and may emerge as a mainstream opportunity for equipment makers. In this report, we analyze the transceiver supplier landscape. While Avago Technologies is the leading incumbent, both Zarlink and now Intel are aggressively challenging its hold of the market.
Table of Contents - Parallel optics quietly moves into the limelight
- Evolving transceiver supplier landscape
- Surprisingly, active optical cable infuses life into PO
- Quick snapshot of IB
- -Mellanox’s historical IB port shipments
- QSFP review
- Where is PO likely to be used?
- What competes with PO?
- PO challenges
- Is copper running out of steam?
- Will PO achieve widespread appeal?
- Cost and compatibility
- What this means for transceiver suppliers?
- Methodology
- Parallel optic strength
- Incumbent suppliers have highest score
- Financial strength
- OC market leaders score highest
- Competitive strategies
- Incumbent PO transceiver suppliers will likely offer active cable products
- PO challengers with strong revenues
- XLoom leads the challengers
- The bottom line
- Table of figures
- Figure 1 Parallel optic transceiver supplier analysis
- Figure 2 Mellanox’s IB cumulative port shipments
- Figure 3 Companies from the parallel optic food chain that supported the QSFP MSA
- Figure 4 Parallel optic supplier strength analysis
- Figure 5 Financial strength analysis
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