We are publishing this report - CIR's third on the AOC space - because we see signs that AOCs are reaching their take off point:
For the present, the bulk of AOCs are sold into the data center (and especially the InfiniBand) market. And, as has been the case for a couple of decades now, copper continues to do a good job competing with fiber, which tends to hold down the AOC market. Nonetheless, CIR believes that copper will have a harder and harder job competing with fiber - and AOCs in particular -- going forward. On the one hand, today copper solutions for high-speed networks and data links tend to mean expensive twin-ax solutions, not economical twisted pair. On the other hand, the price of AOCs has dropped dramatically.
We think, therefore, that AOCs have an opportunity that they have never had before:
The goal of this report is to show how the AOC market will be able to achieve such successes and the economic and technological trends that are making it possible. The report is primarily focused on business strategy, analyzing each of the sectors in which AOCs are likely to find a market and identifying the main addressable markets. This report also takes a look at important marketing issues faced by AOC, such as the importance of branding.
The extensive supplier profiles in this report discuss the products that these firms are (or will soon) offer and include in-depth analysis of the strategies being deployed by major AOC firms including some of newer firms that have entered the market.
The eight-year forecasts in this report are based on an analysis of the growing need for AOCs in the data center/HPC, digital signage, PC interconnect and home theater markets. These forecasts take into consideration today's major drivers for fiber optic deployment such as 3-D television, cloud computing, "big data" and the inevitable rise in processor speeds.
The forecasts are presented in both dollar terms and in terms of the number of cables and length of cable shipped. We also discuss which protocols will become dominant in the AOC space over the next few years, determining especially how AOCs will fit in with the rise of 40/100 GigE, HDMI, DisplayPort and the latest generation of USB.
This report will be essential reading for all marketing and business development executives in the networking business as well as those that are specifically concerned with AOCs. It shows where and when the money will be made in the AOC market and which firms are most likely to capitalize on this opportunity.
The report will also be of high value to corporate planners concerned with the future of the data center, consumer electronics and personal computing spaces, and to investors operating in these industries.