Market Report

December 2020 High Speed Cables Embedded and Co-Packaged Optics

December 2020

Report Abstract

This report examines the optical interconnect segments that have long served as data bridges between elements of large systems or clusters.

The Active Optical Cables (AOCs) embed optical transceiver technologies into enclosed cables that hide the high-speed optics behind two transceiver ends with an electrical interconnect presented to the outside. This factor enables creating high aggregate data rate links at costs significantly below that of two separate connectorized transceivers and fibers. AOCs gained market share by offering longer reaches than passive and active Direct Attached Coper (DACs) cables, also examined in this report.

This report also examines the product segment that embeds optical interconnect technologies insidecomputer and communication systems with Embedded Optical Modules (EOMs). As data rates reach 100Gbps, reducing the length of PCB traces on circuit boards becomes even more critical. Placing on-board optics into one package with ASICs offers a solution for the future. This approach creates a new set of products known as Co-Packaged Optics (CPO).

The report includes historical data (2016-2020) and forecast (2021-2025) for shipments, revenues and average selling prices for products mentioned above. We analyze technologies, market trends, protocol transitions, data rates, and MSAs for InfiniBand, Ethernet and other protocols. Application segments are reviewed in detail and 20 categories of products are individually tracked, forecasted and mapped into four application segments: High Performance Computing (HPC), Core Routing & Optical Transport, Cloud (hyperscale datacenter), and lastly Military/Aerospace/Other applications.

The report is based on confidential sales information and detailed analysis of publicly available data released by leading component and equipment manufacturers. It incorporates new information from numerous interviews across both the supply chain and the consumption side of the industry.

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Vladimir Kozlov

About the Author

Vladimir Kozlov, Founder and CEO

Vladimir Kozlov is the founder and CEO of LIGHTCOUNTING, an optical communications market research company.

LightCounting was established in 2004 with an objective of providing in-depth coverage of market and technologies for high speed optoelectronic interfaces employed in communications. By now, the company employs a team of industry experts and offers comprehensive coverage of optical communications supply chain.

Dr. Kozlov has more than 20 years of experience in optoelectronics, optical communications and market research. Dr. Kozlov held market analyst, product development and research staff positions at RHK Inc., Lucent Technologies and Princeton University.

Dr. Kozlov holds several US patents and has numerous publications in the area of optoelectronics. He received M. Sc. at Moscow State University in Russia and Ph. D in Physics at Brown University in the United States.

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