有源光纜 (AOC) 市場和預測 (2022-2030)

有源光纜 (AOC) 通常被視為一種商品。 AOC 市場一直有一些特色（尤其是耐用的 AOC），但在過去一年左右的時間裡，AOC 供應商已經找到了在市場上區分其產品的新方法。這些圍繞需要特殊設計考慮的 400/800G AOC 展開。

長期以來，美國和歐洲的數據中心嚴重依賴中國製造的 AOC。最初，中國 AOC 僅支持高達 100G 的數據速率，但在過去幾年中，中國已成為 400/800G AOC 的主要來源。

本報告分析了全球有源光纜 (AOC) 市場的未來前景，概述了 AOC、AOC 和 DAC（直接銅互連）在其主要應用領域、視頻和消費類 AOC 中的分佈。我們將編譯並交付市場趨勢展望（未來三年）等信息。

內容

第一章介紹及分析背景

• AOC/DAC 及其他:光互連的多樣性
  • 有源光纜 (AOC):核心價值主張和營銷策略
  • AOC 產品衍生產品 (1):加固型 AOC
  • AOC 產品衍生產品 (2):視頻 AOC
  • DAC（直接銅線連接）:銅線持久性
• 本報告中使用的研究方法
• 本報告的時間表

第 2 章數據中心的 AOC

• 數據中心的 AOC 市場
  • 數據中心增長
• 適用於超大規模數據中心的 AOC
  • 超大規模數據中心的 HPC 和 AOC
  • 400G AOC 及以上:初步想法
• 適用於企業數據中心的 AOC
  • 在數據中心遷移到 100G AOC
• 通信數據中心
  • 交換中心
  • 可用於有線電視頭端
• 邊緣數據中心
• 數據中心的 InfiniBand AOC
• 以太網環境中的 AOC
• 本章重點

第 3 章 AOC/DAC 及其他:產品和供應鏈

• 當前的互連市場:市場細分
• DAC 的作用
  • DAC 的當前和未來用途
  • DAC 的優勢
  • 無源和有源 DAC
  • 突破:關於 DAC 的說明
• 超越 DAC:AOC 產品理念
  • AOC 的缺點
• 高耐用性 AOC（有源光纜）
  • 使用高度耐用的 AOC
• 連接器和結構化電纜的作用
• CPO時代的AOC:AOC能否承受可插拔性？
• AOC 供應鍊及其變革潛力
  • 中國綜合症:中國在 AOC 行業的未來
  • 中國 AOC 公司
• OEM 在 AOCS 分銷中的角色變化
  • 思科和英特爾:品牌 AOC 示例
• “第三方”供應商
  • 與第三方供應商的價格差異
  • 這些價格差異是如何實現的？
• AOC 零售商、批發商和在線商店
• 關於各地區 AOC 市場的說明
  • 亞太地區（不包括中國）
  • 歐洲
  • 中東和非洲
  • 以色列的 AOC 市場
• 本章重點

第 4 章視頻/消費者 AOC

• 視頻/消費類 AOC:定義和功能
• 視頻 AOC 供應鏈
• AOC 和數字標牌
  • 數字標牌網絡和 AOC 的未來角色
• 酒吧、餐廳和零售店的視頻 AOC
• 消費者 AOCS
• 專業視頻
  • 使用 AOC 的內部個人計算機連接
• 本章重點

第五章預測與分析技術

CIR has been providing coverage of the Active Optical Cable (AOCs) market for about 15 years. Unlike other recent reports on this topic this one is rooted in accurate information on the evolution of the data center and a realistic view on where video AOCs can find a market. Here are some of the key features of this new report:

• In this report, we are adding coverage of Direct Attach Cable (DACs) as a measure of what potential there still is for copper in the data center.

• AOCs are sometimes considered merely commodity products. There have always been some specialist segments of the AOC market (notably ruggedized AOCs) but in the past year or so AOC vendors have found new ways to distinguish their products in the marketplace. These revolve around 400/800G AOCs, which require special design considerations.

• This report examines how re-shoring from China will impact the AOC market going forward. US and European data centers have relied heavily on AOCs manufactured in China for many years. Originally, Chinese AOCs only supported data rates up to 100G, but in the past two-to-three years China has become a primary source of 400/800G AOCs. How will supply chain for high-speed AOCs evolve in a post-globalized world?

• Throughout the report we discuss the strategies of leading providers of AOCs and related products in data and video connectivity markets over the next decade. Two issues in particular are covered. We discuss the strategies that AOC vendors plan for when new kinds of optoelectronics (notably co-packed optics - CPO) will find their way into data centers. We also examine how the players in the AOC space are rethinking their branding and moving slowly away from the old brands that have dominated the data connectivity

The centerpiece of this report is the ten-year forecast of video and data AOCs/DACs. This forecast is provided to the purchaser of this report in a spreadsheet so that it can be easily read and manipulated. For the data center AOCs, we include breakouts by speed, reach, type of media, connector MSA, type of data center, and video application. Data center types considered separately in this report comprise, hyperscale, enterprise, edge and telephone center.

Table of Contents

Chapter One: Introduction and Background to Report

• 1.1. AOC, DACS AND BEYOND: The Varieties of Optical Interconnects
  • 1.1.1. Active Optical Cables: Core Value Propositions and Marketing Strategies
  • 1.1.2. AOC Product Spinoff #1: Ruggedized AOCs
  • 1.1.3. AOC Product Spinoff #2: Video AOCs
  • 1.1.4. DACs: The Persistence of Copper
• 1.2. Methodology of This Report
  • 1.2.1. Forecasting
• 1.3. Plan of This Report

Chapter Two: AOCs in the Data Center

• 2.1. Markets for AOCs In the Data Center
  • 2.1.1. Growth of Data Centers
• 2.2. AOCS in the Hyperscale Data Center
  • 2.2.1. HPC and AOCs in the Hyperscale Data Center
  • 2.2.2. Initial Thoughts on 400G AOCs and Above
• 2.3. AOCS In the Enterprise Data Centers
  • 2.3.1. Transition to 100G AOCs in the Data Center
• 2.4. Telecom Data Centers
  • 2.4.1. Switching Centers
  • 2.4.2. Potential for Use in Cable TV Headends
• 2.5. Edge Data Centers
• 2.6. InfiniBand AOCS in the Data Center
• 2.7. AOCS In the Ethernet Environment
• 2.8. Key Points from this Chapter

Chapter Three: AOCs, DACs and Beyond: Products and Supply Chains

• 3.1. A Market Segmentation of the Interconnect Market for Today
• 3.2. The Role of DACS
  • 3.2.1. Current and Future Uses for DACs
  • 3.2.2. The Advantages of DACs
  • 3.2.3. Passive vs. Active DACs
  • 3.2.4. A Note on Breakout DACs
• 3.3. Beyond DACS: AOC Product Philosophy
  • 3.3.1. AOCs Have Downsides, Too
• 3.4. Ruggedized Active Optical Cables
  • 3.4.1. Applications for Ruggedized Active Optical Cables
• 3.5. The Role of Connectorized Cable and Structured Cabling
• 3.6. AOCS In the Age Of CPO: Can AOCS Survive Pluggables?
• 3.7. The AOC Supply Chain and Its Likely Changes
  • 3.7.1. The China Syndrome: The Future of China in the AOC Sector
  • 3.7.2. Chinese AOC Firms
• 3.8. Changing Role of The OEMS In Distribution of AOCS
  • 3.8.1. Cisco and Intel: Examples of Branded AOCs
• 3.9. "Third-Party" Suppliers
  • 3.9.1. Pricing Differentials at Third-Party Suppliers
  • 3.9.2. How these Price Differentials are Achieved
• 3.10. Retailers, Wholesalers and Online Stores for AOCs
• 3.11. A Note on Regional AOC Markets
  • 3.11.1. non-China APAC
  • 3.11.2. Europe
  • 3.11.3. Middle East and Africa
  • 3.11.4. AOC Markets in Israel
• 3.12. Key Points from this Chapter

Chapter Four: Video/Consumer AOCs

• 4.1. Definition and Capabilities of Video/Consumer AOCS
• 4.2. Video AOC Supply Chain
• 4.3. AOCS and Digital Signage
  • 4.3.1. Digital Signage Networks and the Future Role of AOCs
• 4.4. Video AOCS In Bars, Restaurants and Retail
• 4.5. AOCS For the Home
• 4.6. Professional Video
  • 4.6.1. Internal Personal Computer Connections Using AOCs
• 4.7. Key Points from this Chapter

Chapter Five: Forecast Methodology

• 5.1. Forecasting Philosophy
• 5.2. Forecasting Assumptions
  • 5.2.1. MSAs and Protocols
  • 5.2.2. Speeds and Reach
  • 5.2.3. Type of Media
  • 5.2.4. Video Applications Assumptions

List of Exhibits

• Exhibit 1-1: Products Covered by this Report
• Exhibit 3-1: Data Center Connectivity Products by Type
• Exhibit 3-2: Market Advantages of AOCs
• Exhibit 4-1: Key Video Connector Types Used in Video AOCs
• Exhibit 4-2: Reasons for Using AOCs in Selected Video Markets
• Exhibit 4-3: Professional Video Applications for AOCs

Appendix A Forecast Database/Spreadsheets

• A.1. Hyperscale Data Center: AOC and DAC Market Forecasts
• A.2. Enterprise Data Center: AOC and DAC Market Forecasts
• A.3. Edge Data Center: AOC and DAC Market Forecasts
• A.4. Telephone Company Data Center: AOC and DAC Market Forecasts
• A.5. Video AOC Markets by Application
• A.6. Summary of AOC/DAC Markets

About the Author

• Acronyms and Abbreviations Used in This Report