Tuesday, October 27, 2015

IHS: QSFP28 Shipments to Surge in 2016

Big changes are underway in the market for optical transceivers aimed at data center applications, according to a newly released IHS Infonetics 10G/40G/100G Data Center Optics report.

The report tracks in granular detail optical transceivers, or short reach optics, by speed, reach, wavelength and form factor.

Some highlights:

  • Global 10/40/100G datacom transceiver revenue was up 14 percent in the first half of 2015 (1H15) from the same period a year ago (1H14)
  • Big growth in 40G interfaces is impacting 10G, as high-density QSFP+-based 10G interfaces encroach; IHS believes 10G datacom revenue peaked in 2014
  • 40G SR and LR QSFP+ keep ramping as data centers deploy 40GbE, supercharging 40GBase-SR demand
  • QSFP28 shipments are expected to surge in 2016 as demand exceeds several hundred thousand units

“Suppliers are preparing for a fundamental shift in data center optics from 10G technologies and processes to 25G — this applies to both VCSELs (vertical-cavity surface-emitting lasers) and single-mode optics. This is the single largest change the industry has experienced in the last decade, and the advent of 100GbE in 2016 is the key catalyst,” said Andrew Schmitt, research director for carrier transport networking at IHS Technology.