2014-11-14

Growth spurt on the way for 100GbE optical transceivers, led by new silicon and lower-cost optics

Boston, MASSACHUSETTS, November 14, 2014—Market research firm Infonetics Research released excerpts from its latest 10G/40G/100G Optical Transceivers report, which tracks in granular detail 10-, 40-, and 100-Gigabit optical transceivers sold into the optical transport, enterprise, data center, and carrier routing and switching markets.

“Major growth in the data center for 100GbE is on the horizon due to new silicon entering the market and lower-cost QSFP28 optics, including SR4 and much cheaper 2km LR4 optics,” says Andrew Schmitt, principal analyst for carrier transport networking at Infonetics Research. “Interest in 25GbE is also building momentum for a jump in these formats.”

“In the telecom world, the market for 100G coherent equipment is controlled by five vendors—Alcatel-Lucent, Ciena, Cisco, Huawei, and Infinera—who are vertically integrated, and this is preventing an incursion by standalone component vendors,” adds Schmitt. “We expect volumes in the metro 100G market to ramp in a year and, according to service providers, this will be led by data center and internet content providers.”

OPTICAL TRANSCEIVER MARKET HIGHLIGHTS