At last year’s ECOC trade show and conference, much of talk at the conference sessions was about the replacement of 100G by 200/400G transceivers. However, when one talked to end-users walking the show floor, a different story emerged heard. Most data center managers whose job it typically is to oversee the smooth functioning of medium-sized
Paths to the Data Center Upgrade Read More »
Lawrence Gasman is the founder of CIR and has been tracking commercial opportunities in networking and AI for many years. Gasman’s consulting work has included both major multinationals and high-tech start-ups as clients and he has also carried out due diligence work for investment banks, venture capitalists and leading management consulting firms. He is also the author of
Lawrence Gasman, President Read More »
5G Fronthaul Network Suppliers Showcasing Products at OFC, Market Forecasts Published by CIR The fronthaul portion of 5G infrastructure carries data from the baseband units to remote radio head. According to CIR’s report Optical Networking Opportunities in the 5G Infrastructure Market 2019-2028, the 5G fronthaul will result in new revenues for both cable and equipment
CIR has just issued a new report on the global 5G network infrastructure market. This blog discusses a few points from the study. As with the previous generations of mobile technology, 5G mobile will take a great leap forward in terms of the services it can support. In the case of 5G, the claim is
Business Opportunities Abound in Global 5G Network Infrastructure Market Read More »
The CIR team has recently returned from the OFC trade show where much fuss was made about the opportunities for fiber optics in the 5G infrastructure and C-RAN. CIR has also just published a report on “C-RAN Deployment: Market Opportunity Analysis – 2018 and Beyond,” in which we also extol the revenue potential of the
C-RAN: Some Opportunities for Chip Makers? Read More »
Lawrence Gasman’s presentation at OFC 2018 on 400 Gbps MSAs is available for download Click here: 400 Gbps MSAs in 2023
Slides from Lawrence Gasman’s Talk on 400 Gbps MSAs Read More »
The fastest growing market for active optical cable (AOCs) in Asia is in rapidly developing countries such as Thailand and Vietnam where large data centers are being deployed for the first time. However, China stands out as not only being the largest market for AOCs in Asia, but also because it is becoming a manufacturing
Active Optical Cable Markets in Asia Read More »
In April 2017, D-Wave closed its first $30 million investment in convertible notes and then received a conditional commitment from Public Sector Pension Investment Board (PSP Investments) for an additional $20 million. The conditions for this second $20 million have now been met and this new money will now flow to D-Wave Systems. In addition,
Research for CIR’s latest report on quantum technology, “Quantum Computing: Applications, Software and End-User Markets,” has given us important insights into which industry sectors will be the first commercial adopters of quantum computing and why. By “commercial” we simply refer here to quantum computers deployed outside of the research and defense communities. These two communities
Who is Using Quantum Computers and Why? Read More »
CIR’s latest forecasts of the quantum repeater market are shown in the Exhibit below. The numbers come from “Quantum Networking Deployments, Components and Opportunities – 2017-2026,” a report that CIR published in October. Based on these forecasts, CIR has concluded that in about five years, revenues generated from quantum repeaters will represent a significant and
Quantum Repeaters: Market, Market Enabler and Commercialization Read More »
CIR’s recently issued report looks at the market potential for network transmission opportunities from the advent of the quantum internet
CIR Market Snapshot: Quantum Internet Opportunities by Transmission Read More »
New CIR report examines how the various appraches to PONs will happen in China
CIR Market Snapshot: PONS in China Read More »