MARKET NEED – THE NEXT ETHERNET RATE
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MARKET NEED – THE NEXT ETHERNET RATE Panelist: Vlad Kozlov, LightCounting – “Diverging Needs of Enterprise and Cloud Customers”
Transcript of MARKET NEED – THE NEXT ETHERNET RATE
MARKET NEED –THE NEXT ETHERNET RATE
Panelist: Vlad Kozlov, LightCounting – “Diverging Needs of Enterprise and Cloud Customers”
LightCounting Presentation at TEF
Ethernet Optical Connectivity in Enterprises Networks and Cloud Datacenters
Vlad Kozlov | January 2021
2Global Optical Transceiver MarketLightCounting collects confidential sales data from more than 25 leading vendors
2020: $6.7 Billion Ethernet
Fibre Channel
Optical Interconnects
CWDM / DWDM
Wireless Fronthaul
Wireless Backhaul
FTTx
3Counting more than 100 product categories
Data Rate Reach Form Factor1 Gbps 500 m SFP1 Gbps 10 km SFP1 Gbps 40 km SFP1 Gbps 80 km SFP1 Gbps All Legacy/discontinued
10 Gbps 0-0.3 km All10 Gbps 10 km All10 Gbps 40 km All10 Gbps 80 km All10 Gbps All Legacy/discontinued25 Gbps All SFP28
40 Gbps 100-300 m QSFP+40 Gbps PSM4 500 m QSFP+40 Gbps40 Gbps40 Gbps
2 km10 km
40 GbE (FR)40 GbE (LR4 subspec)
All40 Gbps 40 km All50 Gbps all All100 Gbps 100-300 m All100 Gbps 500 m QSFP28100 Gbps 2 km QSFP28100 Gbps 10-20 km All100 Gbps 40 km All200G SR4 100 m QSFP562x200 (400G-SR8) 100 m OSFP, QSFP-DD200G FR4 2 km QSFP562x200G FR4 2 km OSFP400G SR4.2 100 m all400G DR4 500 m all400G FR4, FR8 2 km all400G LR4, LR8 10 km all2x400G, 800G All AllTOTAL All All
Ethernet CWDM/DWDM Wireless Fronthaul, Midhaul and BackhaulApplication Data Rate Reach
CWDM 1 Gbps 40 kmCWDM 1 Gbps 80 kmCWDM 2.5 Gbps 40 kmCWDM 2.5 Gbps 80 kmCWDM 10 Gbps AllDWDM 2.5 Gbps All
DWDM 10 Gbps fixed-λ AllDWDM 10 Gbps fixed-λ AllDWDM 10 Gbps tunable AllDWDM 10 Gbps tunable AllDWDM 40 Gbps AllDWDM 100Gbps AllDWDM 100Gbps AllDWDM 100Gbps AllDWDM 100Gbps 80 kmDWDM 100Gbps AllDWDM 200 Gbps AllDWDM 200 Gbps AllDWDM 400 Gbps 120 kmDWDM 400 Gbps >120 km
DWDM 400 Gbps >120 kmDWDM DWDM
placeholder for future product400/600/800 Gbps All
DWDM 1-10Gbps discontinued productsTOTAL WDM All All
Data Rate Reach Form Factor
4 Gbps150 m all4 km SFF/SFP
10 km SFF/SFP
8 Gbps100 m SFP+10 km SFP+
16 Gbps100 m SFP+10 km SFP+
32 Gbps100 m all10 km all
64/128 Gbps100 m all10 km all
All All All
Application Data Rate Reach Wavelengths1,3,6,12 Gbps all all
10 Gbps all grey25 Gbps ≤ 0.5 km grey MMF
CPRI/eCPRI25 Gbps25 Gbps 300 m
1-20 kmgrey SMF Duplex
Fronthaul(grey & WDM
25 Gbps 1-20 km BiDi50 Gbps all grey
optics) 100 Gbps all grey10 Gbps all WDM25 Gbps all WDM
Application Data Rate Reach Form Factor
Mobile mid-haul and backhaul
1 Gbps 10-80 km SFP10 Gbps 10-80 km SFP+25 Gbps 10-80 km SFP2850 Gbps 10-80 km QSFP28
100 Gbps 10-80 km QSFP28200 Gbps All All
All 10-80 km All
Product GroupBPON ONU/Triplexer BPON OLTGPON ONU transceiver GPON ONU BOSA GPON OLTGPON Triplexer
EPON ONU transceiver EPON ONU BOSA EPON OLTs
XG-PON ONU transceiver XG-PON ONU BOSAXGS-PON ONU transceiverXG/XGS-PON OLTs
NG-PON2 ONUs NG-PON2 OLTs
25/50G PON ONUs25/50G PON OLTsPTP 2.5 Gbps & belowPTP 10 Gbps
FTTx
Fibre ChannelUnits
DACs, AOCs and more
4Ethernet Market by ApplicationIn terms of the number of units shipped annually
40,000,000
35,000,000
30,000,000
25,000,000
20,000,000
15,000,000
10,000,000
5,000,000
-2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Shipments - totalEnterprise Telecom Cloud
5Vast Majority of Enterprises stay with 1G or 10GBut large enterprises moved to 100G by 2020
2016: 21 million units 2020: 24 million units
1G
10G
25G
40G
100G
6Deployments in Cloud DCs100GbE will remain the highest volume data rate in 2024
2024: 30 million units2020: 19 million units
10G
40G
100G
200G
400G
800G
7Diverging Ethernet SpeedsOne solution no longer fits all customers
Source: Ethernet Alliance
Majority of Enterprise customer will move from 10G to 25G in the next 2-5 years.
50G will be the next speed for many of them.
Companies relying heavily of digital services or providing them will move from 100G to 400G in the next 2-5 years.
800G or 1.6T will be the next speeds for them.
However, AI services may change this situation in the future: majority of the businesses will need faster connectivity to transmit videos monitoring their operations.
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