ICCSZ News (Compile: Nina) LightCounting’s newly released active optical cable (AOC) and embedded optical module (EOM) market analysis and forecast report pointed out that in the next five years (2019-2023), the size of both markets will grow steadily , although AOC will be a little less energetic than before.
LC said the price decline will offset the increase in AOC shipments. For example, the latest report predicts that global AOC shipments in 2022 will be raised by about 30% from the previous year’s forecast. However, due to lower prices and higher demand for single-channel AOCs, revenue forecasts for 2022 are down 18% from the previous year’s report. LC expects the global AOC market to grow from $280 million in 2018 to $547 million in 2023.
LC said that China and other data center operators often use single-channel active optical cable (AOC) to connect servers to the first-tier switches, so they raised their expectations for single-channel AOC requirements. At the same time, Chinese data center operators typically do not use AOC to connect switches, thereby curbing the potential demand for Ethernet four-channel AOCs typically used in such applications.
The report pointed out that the high-performance computing (HPC) and data center areas are rapidly adopting 100G AOC, and it is expected that the HPC field will begin to develop into the 200G AOC this year. However, the market research company did not see the same enthusiasm for adopting the 200G Ethernet AOC in the data center market.
Regarding the EOM market, LC analysts believe that the technology will enter a good growth track after a decade of bumps. In the latest report, LC’s shipments to EOM are expected to increase by about 20% from the previous year’s analysis, and revenues have increased by 29%. The report’s authors expect that growth in this market will accelerate by 2020, with revenue increasing from $136 million in 2018 to $543 million in 2023.
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