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.