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Report of transceivers market

Date: 2022-06-22 11:52:37 From: C-light Onclick:


Benefiting from the increase of market share, the scale of the China optical module industry grew rapidly

 

According to Yole statistics, the top two optical module manufacturers in 2020 are still dominated by US companies II-VI (originally

Finisar) and Lumentum occupancy, at 16% and 11%, respectively, but compared to 2019, their market share fell by 3%.

transceiver market 

 


High growth in traffic within data centers

 

Cisco 2020 year released the global Internet users, fixed network rate of growth data, confirm the growing trend of Internet traffic. From 2018 to 2021, the global number of Internet users remains about 6.4% compound annually growth rate, fixed network rate annual compound growth rate of 19%, mobile network rate compound growth rate of 31%。It can be estimated that the average annual growth rate of global network traffic is about 27% from 2018 to 2021 between 25% and 30%.

transceiver market 

 

The development of big data, cloud computing, AI and other technologies has made a large amount of east-west traffic interact in the data center. According to Cisco statistics, user access traffic worldwide accounts 14% for the total traffic. East-west traffic to data centers accounted for 86%. In North America, user access is only 9% of the the total traffic volume, and the east-west traffic accounted for 91%. From 2013 to 2021, the proportion of global cloud computing traffic ranges from 73.3% increased to 81.2%, and cloud computing traffic in North America increased from 76.7% to 87.3%. With reference to the proportion difference of cloud computing between the north America and the world, with the implementation of China's east and west calculation planning, the level of industrial digitalization keeps upgrading, computing power network foundation is constantly improved, there is still room of China's IDC east-west traffic, cloud computing traffic for improvement, which is expected to drive the growth of optical module demand in the IDC industry.

transceiver market 

 


High-end optical module drives data-com optical module market growing

 

At the same time, cloud computing companies will continue to adapt to their growing traffic forwarding capabilities.root

According to Lightcounting statistics and forecasts, Cumulative optical port capability of the global Top5 Cloud Computing Corporation (Alibaba, Amazon, Meta, Google, Microsoft), will maintain a compound annual growth rate of 45% in 2021-2026 annually. From 2022, for network architecture, business attributes, traffic growth and cost factors are considered, the global Top5 cloud computing companies will continue to promote network upgrading. Meta and Alibaba are at cost consideration and choose a transition from 100G to 200G, which will push forward 200G optical module and 400G optical module demand simultaneously. In 2022, the 800G optical module is with mass deployment. Its market share is expected to exceed 400G optical modules by 2024.

transceiver market 

 


Sales revenue of 100G and above optical modules increased rapidly

 

The volume of 400G optical modules is the main growth demand of the data market from 2022 to 2023, Driving the server 25G optical module upgrade to the 100G optical module, while the network device 100G optical module is upgraded to the 400G liter

level. According to the latest statistical and forecast data in Lightcounting 2022, in 2022-2024, the global Ethernet optical module market will continue to expand rapidly, reaching 56.32/62.58/68 $14 billion respectively. The proportion of sales revenue of 100G and above optical modules will increase rapidly, reaching respectively 89%/91%/93%。The demand growth of optical modules above 400G will become the main factor for the revenue growth of the industry's future revenue, reaching 34% / 40% / 48%, respectively.

transceiver market 

 

According to the latest statistical and forecast data in Lightcounting 2022, in 2022-2024, the CWDM / DWDM optical modules reached $60 million respectively. The sales revenue of optical module at 100G and above reached more than 90%, of which the revenue ratio of optical module above 400G reached respectively 30.8% / 46.3% / 62.3%, accounting for rapid growth.

transceiver market