+ All Categories
Home > Documents > Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of...

Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of...

Date post: 21-Mar-2018
Category:
Upload: dongoc
View: 214 times
Download: 1 times
Share this document with a friend
38
LIGHTCOUNTING Market Research on High-Speed Interconnects Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential. Active Optical Cables Low Cost interconnects & Proving Ground for Advanced Technologies “SuperComputers to SmartPhones” Brad Smith Sr. VP LightCounting [email protected] 10/2/2011 1
Transcript
Page 1: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

Active Optical CablesLow Cost interconnects & Proving Ground

for Advanced Technologies

“SuperComputers to SmartPhones”

Brad SmithSr. VP LightCounting

[email protected]

10/2/2011 1

Page 2: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

What is an Active Optical Cable?• Parallel optic transceiver in a standard MSA shell but… integrates

the fibers directly into the MSA• No optical connectors• Changes the game!

10/2/2011 2

Molex

Finisar

Page 3: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

AOC

Parallel OpticsModules

Initial Thinking: AOCs Will Have a Small ImpactInitial Thinking: AOCs Will Have a Small Impact

SONET, ETHERNETTransceivers

Page 4: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

AOC

Parallel OpticsModules

InfiniBand

Fiber Channel

Ethernet

Optical SASOptical PCI Express

Potential to Impact a large % of transceiver designsImpacting manufacturing costs and feature/performance

Initial thinking: AOCs small impact

AOCParallelOpticsModules

Disruptive: AOCs Will Impact All Traditional TransceiverMarkets and Technologies

Disruptive: AOCs Will Impact All Traditional TransceiverMarkets and Technologies

Consumer: HDTV, PCsChip-to-chipBoard-to-board

System internals

Main driving forces:- Lower CapEx costs- Reduced Opex (power + cleaning)- Copper-like Plug&Play

SmartPhonesTablets

Page 5: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

3 Fundamental Particles in Communications

10/2/2011 5

1) Electron - copper2) Photon – optics

3)Moneyatron

Moneyatron – is the God Particle!

Page 6: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

What Makes an AOC Special?• Less expensive - to make an interconnection than using transceivers and

connectorized fiber

• Fiber attach: Interfacing fibers to lasers & detectors is difficult & expensive– Can represent 15% of transceiver cost

• Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs aretested with electrical testing

• Fast time-to-market: 10+ AOC vendors 4x10G QSFP 9-12 months later only 4-5 paralleloptic transceiver vendors

• Interoperability: Designs do not have to be interoperable

Engineers are free to design with any technology

Interoperability:Designs donot have tobeinteroperable

6

LV"What goes on in the cable - stays in the cable!"

Page 7: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

AOC Technology PlaygroundUnintended Consequences

• 10G Parallel Optics typically employs standard 850nm VCSELs, and TIA,Laser Drivers, with MMF at ~100m

• AOC became a playground for new technologies to come to marketwithout having to deal with interoperability issues and industrystandards

• Wavelengths: 850, 1060, 1490, 1550nm• VCSELS & externally modulated CW lasers up to 25G………40G?• MMF, SMF and Polymer fibers• Reaches from 200mm to 4Km• Parallel, Serial …..CWDM, DWDM• Aggregate data rates: 10G, 14G 40G, 56G, 100G, 120G, 150G, ....400G• Protocols: InfiniBand, Ethernet, SAS, PCIe, HDMI, ThunderBolt, MIPI

10/2/2011 7

Page 8: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

1 Core AOC TechnologyCreates Multiple Products

• Multiple types– 1x10G SFP+ - 4x5G CX-4– 4x10G QSFP - 4x14G QSFP– 12x10G CXP - 12x12.5G CXP– 8 x 8G iPass

• Breakout AOCs: 4-SFP/QSFP and 3-QSFP/CXP• Embedded Optical Module (EOM) replacing SNAP12

– For inside chassis applications (no MSAs yet)

• Parallel Optical Transceivers• AOC/Transceiver: AOC with connectorized fibers• Use same parts & change the protocol: DisplayPort Optical, USB

optical, HDMI optical

10/2/2011 8

Avago

FCI

GigaLight

AlpenIOPhotonera

Page 9: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

10/2/2011 9

AOCs First Adopted in InfiniBand Super Computer market (HPC)

Chinese Tianhe-1A>30,000 AOCs

Page 10: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

55 Miles of ~10,000 AOCs – IBM HPC Installation

Page 11: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

AOC SPREADING TO ALL KINDS OFPROTOCOLS AND MARKETS

10/2/2011 11

Page 12: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

Cabling in the “Marketing” Brochures

10/2/2011 12

Page 13: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

Cabling Realities

10/2/2011 13

Page 14: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

10/2/2011 14

Page 15: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

10/2/2011 15

Page 16: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

10/2/2011 16

Avago MicroPOD

Page 17: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

Avago’s Optical - USB 3.0 AOC

10/2/2011 17

Page 18: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

Hitachi Cable’s, GigaLight HDMI AOCs

10/2/2011 18

10G50 meter

GigaLight4x 3.125G 300m

Page 19: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

10/2/2011 19

Avago

Page 20: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

Most High-Speed InterconnectsApproaching the “10G” Speed Barrier

Most High-Speed InterconnectsApproaching the “10G” Speed Barrier

One of the biggest technical transitions in the communicationsindustry and huge opportunities for photonic interconnects

Page 21: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

Key Links All Crossing the “10G barrier”Key Links All Crossing the “10G barrier”Protocol <2009 2010 2011 2012 2013• InfiniBand: 10G/lane 14G 25G

QDR FDR EDR• GbE- Copper: 1G 10G …???XX

• GbE-Optical: 1G, 10G 40G ...100G• Fiber Channel: 4G, 8G 16G …32G• SAS 3G, 6G 12G• PCIExpress 5G 8G 16G• USB 480M 5G 10G

• Not likely a 40GBASE-T copper

Page 22: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

InfiniBand RoadMapInfiniBand RoadMap

10G – 14G -- 25G

Page 23: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

New Protocols: SAS

10/2/2011 23

3G – 6G -- 12G

Page 24: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

PCI Express Optical

10/2/2011 24

PLX Technologies AlpenIO/Samtec

Connecting PCIe subsystemsSSD arraysGPU arrays

Aprius

PCI Express Gen 2 5G/lane 1997PCI Express Gen 3 8G/lane! 2012PCI Express Gen 2 14-16G/lane? 2016

Page 25: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

New Technologies• New manufacturing Techniques for transceivers• Extreme low-power, Ultra-short reach AOCs for high data

rates in high RFI/EMI environments• Silicon Photonics - 1550nm/SMF and modulations rates

as high as 25G and ring oscillators as detectors• GaAs Photonics - O-Band ~1060nm/SMF, DWDM

technology; Comb Laser 12-16 channels at 10-25G• GaAs Photonics - Light Emitting Transistor integrated with

TIA, LD, in a single chip- 850nm/MMF, LED and Laser over10-30m

10/2/2011 25

Page 26: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

Reflex: LightABLE™ OSA ModuleReflex: LightABLE™ OSA Module• LightABLE™ OSAs have the attributes that are required for dense parallel optics

– Fast optical module alignment– Modularity and planar assembly– Minimum Electromagnetic Interference (EMI)– Few components

• Optimized for high volume, low cost manufacturing

VCSEL Array

BeveledFerrule

Substrate Spacer

OpticalFiber

SiliconV-groove

Page 27: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

Reflex: Light On Board PackagingSolutions

Reflex: Light On Board PackagingSolutions

• Extreme high-speed interconnect solution that:– Enables “chip-to-chip” connections– Industry-standard IC packaging and PCBs– Eliminates “extra” components– Dramatically reduces total system power consumption– Allow ultra-high-speed data interconnects– Over distances NOT possible with copper

Light on Board IC package

10GbE FocalPoint Switch Package

Reflex O/E LightOnBoardHigh-speed ASIC ChipPCB

Parallel fibers

Page 28: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

Silicon Photonics• Integrates photonics into silicon• 2 Camps: with & without transistors integrated• Demonstrated high modulation rates 25G in 2012

and 40G later• Parallel point-to-point and CWDM technology• 2-chip solution (Silicon photonics and laser)

1550nm/SMF• Implemented as separate flip-chip laser ring• Startups: Kotura, Luxtera, LightWire, ColorChip• Big companies: Intel, HP, IBM, Fujitsu• Molex/Luxtera 4x10G AOC, SMF, 4Km• Potential products: 4x25G in QSFP; SMF, 1Km

10/2/2011 28

Intel

Luxtera

ColorChip

Page 29: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

Page 30: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

GaAs Photonics -DWDM technology• Promises inexpensive DWDM in a cable - 100G to 400G• Based on GaAs Comb Laser• Generates 10-16 channels• Ring oscillators to individually modulate 10G – 25G• O-Band ~1060nm/SMF• Startup - Innolume Gmbh developing• Potentially create 16x25G AOC SMF, agg. data rate 100G-400G• Early Prototype stage

10/2/2011 30

Ring Modulators

CombLaser

1 2 N

Transmitter

N-1p+

1318 1319 1320 1321 1322 1323 1324 1325

SMF

Page 31: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

GaAs Photonics -LET technology

• Single chip solution with LED/LASER integrated with electronics TIA, LD andother high-speed electronics - 850nm/MMF on to single GaAs chip

• LED and Laser over 10-30m reach at 8-10G• Promises chip-to-chip interconnects, Embedded Modules and low cost AOC

competing against Direct Attach copper• Silicon Valley start-up QEOS is developing the products• Early Prototype stage

10/2/2011 31

• Light Emitting Transistor (LET)• Breakthrough from University of Illinois• LED switching speed in the diode to

past <5G for the first time breaking allprevious known limits

Heterojunction bipolar transistor where the light intensitycan be controlled by varying the base current,

Page 32: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

8-Inch AOCs?Ultra-Short Reach

• Most high-speed interconnects use 40nm CMOS which can support 10Gbps SerDes to serializeparallel connections into a single wire – parallel cables becomes serial

• Video: Digital cameras, Tablets, Cell Phones are transitioning from 5M pixels to 12M, 16M, 20Mpixels; 2 cameras per device

– Use high Mpixels chips instead of optical zooms

• Radios: Number of radios and data rates are increasing from 2G to 3G/4G LTE, WEDGE, etc –promise 10-15X increase in data rates

• Wifi: 802.11N going to MIMO and WiGig @ 7GHz

• All of this is pushing internal interconnects of video and subsystems past 5.6Gbps

• Creating a very high RFI environment in an already high RF environment from the 4-10 radios

• Video displays – LVDS standard is running out of bandwidth beyond 1080p

10/2/2011 32

Page 33: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

8-Inch AOCs?Ultra-Short Reach

• iPad4, iPhone 6, 2014 class notebooks will haveserious RFI - EMI issues

• HDTVs, high-end video cameras, and othercommercial and consumer electronics will have thesame problem

10/2/2011 33

Hitachi Cable

– Mobile Interface and Media Interconnect(MIPI.org)

– 200 companies– Optical Sub Group– Gennum/Nanotech, Mixel, GDA, Cosmic Circuits,

VLSI, Faraday Tech, North West Logic– Silicon-Line 16mW TIAs, LD– Hitachi Cable Mini-OAC Polymer Fibers

Page 34: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

MIPI M-PHY Interface

10/2/2011

Mini Optical Active Cable Market Analysis BradSmith [email protected]

34

Long runs suitedfor Optical

Page 35: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

Module Interconnects Transitioning to Serial(HDTV and Notebooks Example)

10/2/2011

Mini Optical Active Cable Market Analysis BradSmith [email protected]

35

OLD LVDS Low-Speed Parallel Interconnect Schemes

MEW MIPI/USB Serial Optical Interconnect Scheme

Page 36: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

New Entrants + M&As Running Wild!• Cabling companies realizing the beginning of end of copper

for high speeds >10G

• TE Connectivity (Tyco) bought Zarlink• FCI bought MergeOptics• Molex bought Luxtera's AOC business• Samtec bought AlpenIO

• Big change: $XXB cabling companies selling transceiverscompeting against traditional transceiver cos

• New AOC vendors: Delta Electronics, GigaLight, Samtec• GigOptix & GigaLight selling AOC component kits

10/2/2011 36

Page 37: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

Summary• The new AOC technologies coupled with the M&A activities and new

markets will change the much of the interconnect and transceiverlandscape going forward.

• 10G sound barrier is why the cabling companies bought AOCcompanies and got into the transceiver business

• Low cost AOCs spread outside InfiniBand HPCs to datacenters withEthernet, Fibre Channel, SAS, PCI Express

• AOC technologies spread inside the systems chassis.

• Spreading into consumer and commercial areas HDMI, USB, HDTV,Smartphones, Tablets, Notebooks, etc

10/2/2011 37

Page 38: Active Optical Cables - ECOC Exhibition Focus 2011... · • Testing: Optical testing of transceivers >40% of the cost of manufacturing: AOCs are ... • Ring oscillators to individually

LIGHTCOUNTINGMarket Research on High-Speed InterconnectsDatacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.

About LightCounting.com

• Core reports− Market Update reports (every 6 months) reviews past 2 QTRs & events− Market Forecast reports (every 6 months) 5 yrs. back & fwd forecast− State of the Industry report (every 12 months)

Focus reports on specific areas of high interest− 100G food chain SR – Long Haul - 10 GBASE-T− Datacenter Storage Networking - Datacenter: Copper vs. optics− 40G/100G LR4 LR10− Embedded Optical Modules− Active Optical Cables (AOCs)

• A Market Research Company, Founded in 2004• Analysts are from RHK, IDC, Dataquest and Broadcom, Intel, Tyco,

Nexgen, Lucent, ServerWorks, Server Engines.

• Focus is the Supply Chain for High-Speed Interconnects &transceivers – components, modules, subsystems – optical andcopper for consumer, datacom, FTTx, telecom markets

[email protected]

LightCounting.com858 West Park StreetEugene, OR 97401


Recommended