This report examines the emerging product segment that embeds optical
transceiver technologies inside computer and communication systems. As line
rates continue to increase, signal losses increase to the point that the
effective reach of cabling and PCB traces on circuit boards shrinks
considerably. At 10Gbps signaling, the problems were manageable but as the
industry transitions to 25G signaling, significant signal losses and issues
are surfacing. As speeds increase to 25GHz, the number of signal compensating
electronics needed is skyrocketing along with costs. Designers seeking new
solutions are looking to embedded optical modules to move the optics closer to
the electronics. This transition point is making copper interconnects more
expensive and optics more favorable and at 25Gbps for both inside and outside
the systems chassis.
This report presents data on annual EOM shipments, revenues, average selling
prices from 2011 and forecasts the market for 2012-2017. It analyses
technologies, market trends, protocol transitions, data rates, MSAs for
InfiniBand and Ethernet protocols as well as potential applications of EOMs in
storage, GPU clusters, and SAS and PCI Express.
The report is based on confidential sales information and detailed analysis of
publicly available data released by leading component and equipment
manufacturers.
Table of Contents
Table of Contents
Chapter 1: Embedded Optical Modules - An Emerging Business
What Is An EOM?
What Problems Do EOMs Address?
Latency - An Increasing Problem
EOM Features and Benefits Summary
The main product features that EOMS deliver are:
EOM Advantages
EOM Disadvantages
How Will EOMS be Used
The Big Problem is the Explosion in Data Traffic
Companies Look to HPC Architectures to Solve Traditional Data Center Issues
EOMs Are Not New
Adoption in HPCs Spawns Next Generation EOMs
EOM Product Evolution
First Generation EOMS
Second Generation EOMs
Third Generation EOMs
EOM Market Development
Changing The Engineering Mindset About Optics
High - speed Interconnects - Hitting the Equivalent of the Sound Barrier
10G is the Industry Inflection Point for System Cabling
Direct Attach Copper Moves In Targeting 10GBASE - T's Weakness
25G is the Industry Inflection Point on the Printed Circuit Board
Lack of Design Tools and Skill Sets for RF and Analog
Chip Packages Are Already Enormous
What Happens Next at 40G and 50G?
40G - 56G - Its Game Over for Copper!
Are 25G VCSELs The Last Stop?
What Are the Product Design Alternatives - PAM4, Silicon Photonics,
PICs?
Are Silicon photonics and PICs a Solution?
Market Interest in EOMs Spikes in Q1 2012
Traditional Transceiver Business
The EOM business is entirely different!
A Rush of New EOM Suppliers Soon
New Generation EOMs are not like the traditional transceiver business
EOM Business and Technical Challenges Ahead
Business Dynamics
Technical Dynamics
Selling Dynamics
Market timing
2012: Window Shopping phase
2013: prototype phase
2014: Let's talk business
2014 - 2015: prototype system qualification phase
2015 - 2016: System announcements with EOMs
Chapter 2: EOM Applications & Markets
Introduction
Applications Segmentation
High Performance Computers and Storage Systems
Core Switch and Routing Systems
Top - of - Rack, Row and Aggregation Switches
High - performance Servers & GPU Clusters, Storage, and Other
Applications
Professional, Commercial and Consumer
Application Market Timing Model
Microprocessor Road Map
Data Center Protocol Road Maps
InfiniBand Roadmap
Ethernet Roadmap
Fibre Channel Roadmap
SAS Roadmap
PCI Express Roadmap
EOM Uses and Configurations
High Interconnect Density
Usage Cases For EOMs
EOM Mid - Board Applications Next to Big CMOS Chips
EOMs With Mezzanine Boards
EOMs With Big Chip Packages
EOMs With Simplified Optical Backplanes
EOMs with Polymer Optic Backplanes
EOMs On Line Cards
Product segmentation
0) Custom designed EOMs
1) Ultra - high - performance systems - 25G - 50G
2) Medium Speed systems - 10G - 20G
3) Slow speed applications: Commercial and consumer applications
Chapter 3: Products
Product Issues
Chapter 4: Forecast and Analysis
Unit Shipments Forecast and Analysis
Revenue Forecast and Analysis
Pricing Forecast and Analysis
Forecast by Applications
Forecast by Simplex/Duplex, Data Rate and Number of Channels
Conclusion
Embedded Optical Modules published by Light Counting in May 30, 2012. This report price starts from US $ 5000.
