July 19, 2004 San Mateo, CA--According to ElectroniCast Corporation's Multifiber Transmit Link & Components Forecast, the global consumption of multifiber transmit link components will rise rapidly, from $53.4 million in 2003 to $407 million in 2008.
"Growth will be most rapid over the 2003-2005 span, coming off the depressed consumption level of the overall fiber-optics industry in 2003, plus the fact that multifiber transceivers are now early in their application life cycle," said Jeff D. Montgomery, founder and chairman, ElectroniCast.
The multifiber transmit link market is focused almost entirely on short (1-2 km) to very short (one meter) interconnect. Vendors face two competitor groups: other multifiber transmit link vendors, and copper interconnect solutions. The battle against copper focuses on cost per gigabit transported.
"The VCSEL diode, versus the edge emitter laser diode, has emerged as the lowest cost optical solution in this application. The technical performance of VCSELs is advancing rapidly, to higher data rate (10 Gbits/sec), greater power conversion efficiency, higher power output, and both singlemode and multimode, 850-nm and 1310-nm solutions. It is not surprising, that several multifiber transmit link competitors have a strong base in VCSEL research and fabrication," Mr. Montgomery said.
ElectroniCast's analysis and forecast is structured in three levels: 1) applications, 2) modules and assemblies, and 3) parts and devices. The growth in production quantities of the end-application equipment, and their increasing complexity in terms of number of interconnect channels and data rate per channel drive the demand for the interconnect modules and assemblies. The modules and assemblies production, in turn, drives the demand for the piece-parts and devices. The forecasted values and quantities of the various components are segmented in great detail. A detailed forecast of parts and devices consumption similarly is presented in the report. The Multifiber Transmit Link & Components Forecast is available for US $2,995.