Poet Technologies included in FibeReality Report
posted on
Sep 21, 2016 09:04PM
Clash of Optical Component Vendors & Technologies in Data Center Networks
Based on fibeReality’s intelligence gathering, there has been an extremely important development, particularly in the intra-data center optical equipment space. In our opinion, Intel appears to be striving to dominate both the CWDM4 and PSM4 markets by essentially dumping products at exceptionally low cost. Such activity could have a profound impact on competitors targeting this portion of the communications sector, including Mellanox Technologies and Luxtera.
A new market intelligence brief by fibeReality, LLC is available now based exclusively on primary research.
Clash of Optical Component Vendors & Technologies in Data Center Networks addresses the following issues:
Clash of Optical Component Vendors & Technologies in Data Center Networks costs US$500 and includes a corporate-wide license as well as follow-up time for any questions or clarifications.
Table of Contents
Methodology
1.0 Summary
1.1 Data Center Optical Technology Conflicts
1.2 Competitive Assessment of Data Center Component Suppliers
1.3 Major System Players and Vertical Integration
1.4 Web 2.0 Hyperscale Operators and Vertical Integration
2.0 Enterprise vs cloud
3.0 Multimode vs parallel singlemode vs duplex singlemode
4.0 Analog Coherent Optics (ACOs) vs Digital Coherent Optics (DCOs)
5.0 Impact of silicon photonics
5.1 CWDM4 vs PSM4
6.0 Transceivers vs on-board optics
7.0 Number of channels vs higher data rate (PAM4 vs NRZ)
8.0 Standards bodies vs MSAs vs proprietary solutions
9.0 Beyond 100G (datacom vs telecom)
10.0 Competitive Analysis of Data Center Componentry Suppliers
10.1 Acacia Communications
10.2 Applied Micro
10.3 Applied Optoelectronics
10.4 Barefoot Networks
10.5 Broadcom
10.6 ColorChip
10.7 Compass-EOS
10.8 Finisar
10.9 FoxConn
10.10 Global Foundries
10.11 IBM
10.12 InnoLight Technologies
10.13 Innovium
10.14 Inphi
10.15 Intel
10.16 Kaiam
10.17 Lightwave Logic
10.18 Lumentum Holdings
10.19 Luxtera
10.20 Macom
10.21 Mellanox Technologies
10.22 NeoPhotonics
10.23 Oclaro
10.24 POET Technologies
10.25 RANOVUS
10.26 Rockley Photonics
10.27 Skorpios Technologies
10.28 Sumitomo
10.29 Teledyne DALSA
10.30 Xilinx 40
11.0 Competitive Positioning of Vertically Integrated System Firms
11.1 Ciena
11.2 Cisco Systems
11.3 Infinera
11.4 Juniper Networks
11.5 Nokia
11.6 Others
12.0 Vertical Integration Strategies of Major Hyperscale Operators
12.1 Google
12.2 Microsoft
12.3 Facebook
12.4 Amazon
12.5 Apple
12.6 Others
http://fibereality.com/product/clashofopticalcomponentvendorstechnologies/