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This brief includes analysis of WAN transmission at 100G and beyond, data center optical connection opportunities, and wireline access challenges based on intelligence gathered during a recent visit with vendors in China, Taiwan, and Japan.


  • Internet content providers such as Google and Amazon are stimulating the introduction of new optical technologies, but they are also driving market fragmentation and disrupting business models in ways that threaten the status quo.

Features and Benefits

  • Analyze the 100G and beyond-100G opportunity
  • Discover which solutions are being adopted for inside data center connectivity
  • Understand the growth of PON in access
  • Learn how InnoLight has managed to excel as a supplier in the hyper-competitive Internet content provider market

Key questions answered

  • Which technologies are best suited for the 100G coherent market?
  • What approach should vendors take to grow their business with Internet content providers?

Table of contents


  • In brief
  • Ovum view
  • Recommendations

DWDM transmission at 100G and beyond

  • 100G transceiver business model challenges
  • Demand for a new 100G transceiver
  • When will analog coherent optical CFP2 hit mainstream?
  • Strong total demand persists

The data center: evolution and revolution

  • Execution has been the key to InnoLight’s success
  • More 40G transceivers shipped for inside-data-center connectivity than forecasted
  • Optics inside the 100G transceiver for 500m to 2km evolving story

Wireline access demand outpacing capacity

  • Will PON volumes decline in 2016?
  • Next-generation PON preparing to take off!


  • Methodology
  • Further reading
  • Author

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