The data center is an important foundation for the development of cloud computing. With the advent of the cloud computing era, mobile Internet, video, online games, Internet of Things, AI, etc. continue to drive demand for IDC infrastructure, and large data centers have emerged. According to data from Microsemi, the traffic between ultra-large-scale data centers requires 25T for traditional operators, while 960T for Internet companies is about 40 times that of the former, which can maximize efficiency to handle the huge computing needs of enterprises. , To further promote the formation of emerging downstream areas of the communications industry. According to Cisco’s forecast, the global IDC market will continue to grow. In 2021, there will be 628 ultra-large-scale data centers in the world, compared with 338 in 2016, an increase of nearly 1.9 times.
Due to the maturity of 100G technology, the market competition for 100G modules has become increasingly fierce.
Many module manufacturers have begun to invest in product production and research and development to promote the utilization rate of 100G modules. In addition, the extensive use of 25G technology in the connection of servers and ToR switches has also intensified the upgrade of 25G networks to 100G.
In most large-scale data centers, 25G servers and 100G switches are conventional deployment equipment to replace the previous 10G servers and 40G switches, which makes the shipment of 100G switches and modules exceed 40G equipment.
The application of 100G modules has also continued to grow, and has become the most widely used and fastest Ethernet connection. Contrary to the massive growth of 100G services, the demand for 40G and 10G has declined. It is predicted that low-cost 40G applications will be considered only when 100G services cannot be deployed due to technical or compatibility issues.
This means that when 100G modules overcome the bottleneck in supply, the market demand for them will continue to grow, and the price gap between 100G and 40G modules will be further narrowed.
