Active Optical Cabling Markets – 2011 and Beyond

Active Optical Cables (AOCs) are still a niche market. We believe that
they will generate less than $60 million in 2011 and these revenues will
largely come from sales into the data center (and especially the
InfiniBand) market. Nonetheless, AOCs remain the best way for markets
where knowledge of fiber optic communications is scarce to derive the
benefits of optical networking. Soon, other markets will pick up on how
AOCs can help them shift towards fiber optics. These include not only a
broad range of data communications applications, but also digital
signage and various consumer electronics applications. We estimate that
within five years, the worldwide AOC market will have reached $1.9

The goal of this report is to show how the AOC market will be able to
achieve this success and the opportunities that it will spawn along the
way. Although this report discusses technical trends in the AOC market,
it is primarily focused on business strategy, analyzing each of the
sectors in which AOCs are likely to find a market and identifying the
main addressable markets. This report also provides an in-depth analysis
of the strategies being deployed by major AOC firms and analyzes the
trend towards AOCs being supplied by larger firms; a trend that will be
helpful as AOCs begin to appear in mass markets. We have also taken a
look at important marketing issues faced by AOC (such as the importance
of branding in this space) and the role that offshore manufacturing is
likely to play.

Two other features of this report are the profiles of the leading AOC
suppliers and the eight-year forecasts. At the moment there are quite a
few suppliers of AOCs out there, each with its own story to tell. Among
other things, the supplier profiles in this report discuss the products
that these firms are (or will soon) offer. They also analyze recent
industry shaping events such as Molex s acquisition of Luxtera s AOC
business and Intel s transition from its (predominantly optical) Light
Peak technology to its (predominantly copper) Thunderbolt technology.

Active Optical Cabling Markets: 2011 and Beyond

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