CIR reports provide insight into the emerging opportunities in short-reach optical communications. Covering products, pricing, standards, new technologies and more, our reports are intended as an essential guide to input into marketing and business strategies.
For the past 15 years, major service providers and research institutions worldwide have run quantum network trials. We are now entering a period in which permanent quantum networks are being built. These are designed initially to support quantum encryption services, but will soon also provide the infrastructure for quantum computing.
CIR believes that as quantum networks are deployed, they will eventually create opportunities at the service level, but more immediately at the components and modules level. This is because quantum networks will require a slew of new optical networking technologies to make them function effectively. In this report, CIR identifies the leading opportunities that will emerge from the building of quantum networks throughout the world.Open report
CIR believes embedded optics is on the verge of creating a major business opportunity for the optical components, modules and communications chips companies. Embedded optics has been available as a niche technology for many years, but the recent success of the Consortium for on-Board Optics (COBO) has transported embedded optics into the limelight and has made embedded optics a key focus of firms expecting to build their businesses around next-generation optics.
It is tempting to treat COBO as just another MSA. However, we believe that something a more important is going on here. As we see it, COBO is more similar to the old ATM Forum; an organization that took data communications and telecommunications in a whole new direction. In particular, we have been told for more than 15 years that an essential for high-speed modules is that they be pluggable, while embedded optics teaches completely the opposite doctrine. Embedded optics also imply an entirely new direction for switch design – one in which the optics and electronics are positioned in close proximity.Open report
As CIR sees it, 5G networks will create considerable new opportunities for the optical networking industry going forward. However, while optical links have been widely used in the cellular industry for many years, revenue generation from optical networking in the 5G space will require carefully thought through strategies by the optical networking industry as a whole.
This report is designed to provide guidance to the optical networking industry and where and how 5G networks will present new opportunities over the coming decade. Included in this report are:
- An assessment of how current visions of 5G networks vary in terms of their impact on optical network products and fiber optics demand. How will optical links help to support the necessary bandwidth and latency for 5G networks? And what will the concept of an integrated wireless/fiber network mean in practice?
- A granular market ten-year market forecast of fiber optics-related opportunities flowing from 5G deployment. The forecast is provided in both unit shipment and market value terms. It is also broken out by type of transceiver product, cable type, data rate, network segment, country/region, etc.
- Discussions and assessments of how leading firms in the module and component space are preparing for 5G deployment and what this says about who the fiber optics-related winners and losers will be
- An analysis of the type of optical networking products that 5G will require. In this analysis we cover modules (by MSA, data rate, etc.), components and the types of fiber that would be used in an integrated wireless/fiber network. The report also takes a look at how interfaces between fiber and base stations/hubs will evolve in the 5G network
- A discussion of how the deployment of 5G networks will impede the planned use of fiber in the access network. In particular, the report will take a look at how optical networking firms can readjust their marketing strategies to new product and customer types as the 5G “revolution” takes hold.
Quantum encryption (aka quantum key distribution, QKD) is the first encryption process that is essentially unbreakable; a very strong use case in these days of ubiquitous hacking. Also driving the market for quantum encryption is the fact that its addressable market is expanding from specialized projects sponsored by governments and giant financial institutions to large data centers, of which there are a large and growing number.
Although systems for have been deployed by governments and financial institutions for at about 15 years, CIR now sees prospects for their much wider use and we also note that a select group of venture capitalists are stepping up to the plate to fund new firms in this area. This report identifies the business opportunities that are emerging in this new market environment for QKD.Open report