Data center migration and high-speed optical module market has been growing rapidly since the end of 2016. Its core driving force is the upgrading and new demand of overseas large-scale / super large data centers for 40G and 100G modules.
Optical module, as the core device to realize photoelectric conversion, is widely used in the data center. At the rate of more than 10G or more than 10 meters, the optical module, or the active optical cable AOC wrapped by multi-mode optical fiber and VCSEL optical module, is the only mature wiring scheme. High definition video, live broadcast, VR and other new applications promote the rapid growth of global network traffic. Cloud computing, IaaS services, big data and other emerging applications demand higher data center data transmission. Therefore, the data center needs not only continuous expansion, new construction, but also the continuous evolution of the network architecture to achieve non blocking network performance.
In the process of data center architecture evolution, resulting in new changes of optical module needs, we calculate the traditional three layer architecture, three layer architecture improved and new two tier structure analysis can be seen, with the development of network architecture, a single cabinet need light module configuration significantly increased.
1) the number of optical modules under the traditional three layer architecture is about 8.8 times the number of cabinet (8 40G light modules, 0.8 100G optical modules).
2) the number of optical modules under the improved three layer architecture is about 9.2 times the number of cabinet (8 40G optical modules, 1.2 100G optical modules).
3) two layer architecture of emerging optical module number about 44 or 48 times the number of cabinets (where 80-90% is the 10G optical module, configuration module of 8 40G or 4 100G module); from the high-end optical module needs to see, the overseas market due to the rapid development of cloud computing and other downstream applications, rapid development of firms self third party data center data center and cloud computing, network architecture to flat continuous evolution, produced strong demand for high-speed optical module. In contrast, the domestic market is still in the early stage of development due to the downstream applications, and the network traffic pressure and the data transmission demand of the data center are relatively low. Therefore, the domestic high-speed optical module market still needs to wait for the downstream applications to mature.
Data center flat is mainly used to solve data flow in Data Center (east-west). East-West data are mainly driven by cloud computing, cloud migration, IaaS virtual configuration, distributed computing, and big data (large data volume, storage and different servers). Overseas markets, such as AWS, Google and other cloud platforms, Salesforce and other professional platforms, as well as the rapid development of distributed computing and big data applications, push data center flat and generate strong demand for high-speed optical modules. In contrast, domestic downstream applications are still in the stage of market cultivation and business mode exploration. The domestic high-speed digital optical module market is expected to enter the explosive growth stage after its downstream application reaches maturity.
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