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    LightCounting: New Architecture New Situation Leads New Opportunities for the 2018 Optical Communications Market
    Time: 2017-12-27 09:32:32Copyfrom: GEM Optoelectronic Technology Co., Ltd.
         12/25/2017, LightCounting, a market research company, recently released the tenth edition of its research report on AOC / EOM (Active Optical Cable / Embedded Module), predicting that this product will usher in higher sales growth in the future. Based on AOC sales, shipments in 2021 are projected to be 33% above their previous forecast, but sales have only marginally increased as prices have fallen over the same period. A major reason for the increase in sales volume is that some major data center suppliers, especially Chinese manufacturers, are aware of the advantages of single-channel AOC in connecting servers to tier one switches and have started to increase deployment. At the same time, HPC market will see new growth after experiencing this year's weakness.

            On the other hand, the EOM market, though less certain, is forecasting more growth. Over the past two decades, EOM has been used for high-speed interconnection of supercomputers, telecom equipment and large core routers. The market size is subject to large acquisitions and is not stable. With the advent of new market opportunities, EOM products are projected to decline by 6% in sales by 2021 but 11% in sales, especially in 2019. 

    LightCounting believes that as deep learning becomes a hot spot, deep neural networks play a more important role in areas such as image recognition and video search requires better classification techniques. Deep learning puts higher demands on high-speed interconnects, not just costs, but more about technology and performance. For this reason, the traditional stacked leaf ridge server architecture needs to be replaced with a completely new architecture. Representative of the new storage center switching architecture Gen-Z. In this architecture, each processor shares DRAM and MRAM, adding an additional storage pool to the processor's local storage. Today, Gen-Z's work rate is 25G, in the future will be increased to 56G, 112G. It is this new computing infrastructure that has created new market opportunities for AOC / EOM.
     
          The new data architecture brings new demands to the optical communications market. Vladimir Kozlov, founder of LightCounting, said at a Webinar on the 20th that Microsoft is using a 1Tbps high-speed connection to six data centers in the country, taking Microsoft's Quincy data center in Washington as an example. The development of distributed data centers and edge data centers are all driving the growth of high-speed connected applications.

          Vladimir's 20-day speech predicted that the market for optical devices in 2017 will be flat with 2016, about 7 billion U.S. dollars, and is expected to grow to 8 billion U.S. dollars by 2018. However, due to high-tech restrictions on Chinese equipment manufacturers, Vladimir has to cooperate with domestic devices Manufacturers closer cooperation, which will bring new opportunities for China's optical device industry. LightCounting predicts that the new $ 1 billion market in 2018 is expected to fall more on Chinese companies as Chinese equipment makers are unlikely to increase their purchases of North American companies.

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