Key words: Fiber Media Converter
Market research company LightCounting pointed out that the demand for CWDM4 100GbE fiber media converter soared in the second half of 2019 and will continue into 2020 and beyond, and the industry's growth in demand for higher-speed equipment will promote the healthy growth of Ethernet fiber media converter sales.
There are several high-speed Ethernet media converter currently on the market. Google has already begun to deploy 2x200GbE, and initial shipments of 4x100GbE 400G-DR4 (especially shipments to Amazon) will begin this year. 4x100GbE 400G-DR4 is mainly used for breakout applications, and the other end is equipped with a DR1 module. The sales of true 400GbE optical modules will be limited by the upper-level switching of large data centers and core routers until 2021 or ASICs reach a capacity of 51 Tbps.
However, the demand for DR1 and other 100GbE optical modules will increase in the second half of 2020, especially when Facebook launches its new F16 data center network architecture. The demand for optical fiber connections is 3 to 4 times that of the previous F4 architecture. Facebook stated that at least before the next upgrade cycle, it will mainly rely on 100GbE CWDM4 optical modules (especially the 500-m CWDM4 optical modules used in the sub-spec version of open computing projects).
As shown in the figure above, the 100GbE growth momentum formed in the last six months of 2019 should continue into 2020 and beyond. But before that, Ethernet fiber media converter suppliers must experience a six-month downturn.
LightCounting said that the decline in prices led to an increase in customer inventory surplus, which further led to a slowdown in sales in the second half of 2018, and this situation will take some time to ease. Weak sales in the first six months and strong sales in the next six months will offset each other, thus forming a situation where overall sales in 2019 will be flat.
UnitekFiber is committed to the design, production and sales of optical fiber active and passive components, which are used in high-speed optical communication fields such as optical transmission, optical switching, optical amplification, metropolitan area networks, broadband access, and optical fiber local area networks. Its leading products include optical transceiver modules, fiber media convertor, optical fiber jumpers, adapters, optical splitter terminal boxes, ODF distribution frames, and various supporting products for data centre.
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