Recently, Macom officially released a blog to look forward to the future forecast of the Optical Network market and the development trend of infrastructure construction.
What promotes growth?
As more and more users, each user's devices and data spread across wireless and wired networks, data will continue to accelerate. As the use of cloud computing continues to soar, the capital expenditures of leading cloud data center providers will also increase significantly, reflecting their ongoing data center infrastructure and their continued healthy return on investment.
In the end of 2018, industry analysts calculated 430 hyperscale data center facilities, an overall increase of 11% compared to 2017. Looking forward to 2019, experts are tracking 132 new data center facilities at different stages of planning or construction.
In 2018, the ultra-large-scale cloud data center capital expenditure increased by nearly 40% ($2.2 billion) in the first half of 2017 (the first half of 2018 to the first half of 2017).Industry experts expect the global cloud computing market to exceed $20 billion by 2019 - a 20% increase from 2018, thanks to increased adoption of cloud services. Therefore, cloud data center operator revenue is expected to grow by 45%-75%, which is equivalent to the growth rate in 2018.
In 2019 we will hear more about edge computing, in large part because 5G is expected to support applications that require low latency. In particular, the emergence of autonomous vehicles has increased the need for real-time network response to ensure the highest level of safety. Mission-critical civil infrastructure can also benefit from significantly reduced latency, and IoT, Industry 4.0, and smart city applications require precise, coordinated real-time communications.
The industry's emphasis on edge computing reflects the growing recognition that for applications, data center-level processing power and real-time automated decision making must be closer to the source of data traffic. This, in turn, will change the way data centers are connected by affecting the location and manner of data and clouds, and will drive the deployment of longer-distance links.This shows that the subway and long-distance infrastructure will grow steadily in 2019 and beyond. As a result, global deployment of PON and fiber backhaul infrastructure is expected to maintain healthy and continuous growth in 2019.
Optical Module Capacity Technology Forecast
In 2019, the deployment of batch optical modules in the cloud data center will continue to drive faster, more cost-effective optical link propagation. The cost structure and supply chain required to the enterprise environment and the entire network.
The cloud data center is still in the early stages of upgrading to 100G or higher bandwidth. Industry customers predict that 2019 and 2020 will be the strong growth year for CWDM4 modules. The potential for lost and 100G demand will more than double in 2019, with sales exceeding 10 million units. Some experts predict that in 2022, 100G CWDM4 modules will dominate the market.
Although CWDM4 is expected to grow significantly in the next few years, it is expected that a single lambda PAM-4 will be meaningfully used in 2019. Industry observers expect several suppliers to deploy a single lambda 100G module.By the end of this year, shipments will increase significantly. The Ethernet Alliance high-speed network Plugfest, recently held at the University of New Hampshire Interoperability Lab (UNH-IOL), uses PAM-4-based electrical and optical signaling technology to leverage a single industry-wide convergence with compatible products from many leading vendors. Power - single lambda 100G connection.
At the same time, the market for 50G switching silicon solutions has increased the data throughput on PCB traces by a factor of two compared to traditional chipsets with 25G electrical signals. This capability is important because it simplifies the 100G module architecture (2 x 50G) and is seen as a key enabler for accelerating higher bandwidth modules with 200G (4 x 50G) and above 400G.
To this end, the growing demand for full analog 200G optical modules is critical to the expected timing of the final mainstream adoption of 400G optical modules. 400G technology is widely believed to be still in its infancy, and will bring huge bandwidth benefits in the future, but the cost curve must be significantly reduced to achieve cloud data center production growth. at the same time,Fully analog 200G modules - Many advantages over DSP-based products, including significantly reduced latency, power and cost - are now available and are considered viable by many, extending to support 400G. Therefore, 2019 will be a key year to focus on how 200G will dominate the cloud data center, and strengthening industry collaboration in terms of 200G standards and interoperability can help position the technology for continued mainstream adoption, while 400G will also change. More mature.