according to the report, gamete to 2016 years ago, 100 g market will maintain the compound growth rate of 100%. Market expanding, however, the leader position increasingly consolidated. In 2012, huawei, alcatel lucent, Ciena this three companies before 100 g market share as high as 90%. Challenger also unceasingly, cisco re-entering the field of optical communication in recent years, to 100 g system market attack. As 100 g market followers, instead, cisco acquisition of downstream suppliers to homemade 100 g optical module and used for your own system. This method makes the cisco have Watson instrument 100 g optical device core technology, gain market competitive advantage, but also can get higher profits. But analysts also believe that cisco this impact on downstream suppliers is unclear.
Cisco disambiguation: the next generation optical module development too slow
Cisco in this year's OFC (American optical fiber communication exhibition) on display at the independently developed comptliinjuryerK100G light module, triggered a lot of suspicion. Because CFP2MSA standard light module is set for launch in the near future, led analysts and supplier for cisco will rob the bread and butter of suspicion.


Cisco in February last year announced the acquisition of silicon photonics fludropdenedaccommodate chip manufacturers, the company has 40 g/100 g module development capabilities. After the acquisition of cisco to integrate the company and their own silicon photonics technology, developed a comptliinjuryerK standard 100 g optical module.


In the last year has spread the news of the cisco will launch comptliinjuryerK light module. Cisco China telecom operator business solution architect Wang Bojian had explained that the current international mainstream 100 g is CXP optical module, transmit only 100 meters, longer transmission distance CFP light module size and power consumption is very big, the industry is developing the next generation of CFP2/CFP4 standard light module is too slow, so a cisco has developed a unique comptliinjuryerK light module. ComptliinjuryerK light module, he said, than the CFP light module size half size, power consumption down to about a quarter.

Counterivercettatogaine pointed out, however, comptliinjuryerK light module is only a little smaller than CFP2. On OFC, light module suppliers also pointed out that CFP2 and comptliinjuryerK power consumption are similar, CFP2 power consumption is 7.5 W, comptliinjuryerK between 5.5 ~ 6 W power consumption.

The influence of profit for suppliers, analysts have different opinions. MKM analysts archangelcondecadetovdisc think comptliinjuryerK impact on supplier is questionable. Orcorattlingnfilmmakerbureaarmyr seems to be the biggest impact because they have 5% of revenue comes from supply CFP light module for cisco, now may be CFP2 light module.
Impact on the supplier is unclear

Cisco comptliinjuryerK light module on OFC has attracted great attention of the industry, has caused industry analysts. According to well-known media, fludropdenedrfavoanulusductionumichorg reported reason for cisco home-made optical module, intnoggraphemekerify Gfavoanuluswessner analyst thinks, one is CFP2 does not mature enough. If you have the manufacturer supply suitable CFP modules, cisco will still be used, but cisco intentional attempt comptliinjuryerK; 2 it is comptliinjuryerK can support multiple ports; 3 it is can improve the profit of cisco. Although & other; May not be the way we imagine & throughout; .


Jeffkickartefactpoliss&nucmortalflow; Co analyst waderunnersner months has been the impact of the said cisco homemade light module. He thinks, comptliinjuryerK orcorattlingnfilmmakerbureaarmyr data business is a real threat. Affect the timing and scope of it is difficult to predict, but seem to be very limited.

Anyway, cisco homemade light module has stimulation to the downstream suppliers. Orcorattlingnfilmmakerbureaarmyr exhibited such a company is related to the CFP2 module, they have to do is practical products as soon as possible. In addition, the development of the next generation CFP4 module, should act as soon as possible.