1.1 Market Overview
Fiber-optic based communications is the end game since nothing matches its information-carrying capacity, which is theoretically unlimited. Around the world, carriers are investing billions of dollars to push fiber ever closer to the customer's premise and to link the ever increasing number of cell towers to backbone networks. But when a potential investment in fiber can not show a reasonable return on investment (ROI), a new technology that bonds copper circuits together to create a very high bit rate link is becoming a viable alternative to fiber— and one that Insight's research suggests will become increasingly important in the months ahead.
Consider that in 2000 only about 8-10 percent of US office buildings were wired with fiber. Carriers were willing to invest in the deployment of fiber to those building because those buildings supported about 50 percent of the telecom business spending. Between 2000 and 2007 fiber continued to be deployed— but it still available only in about 12-14 percent of US office buildings, leaving high-speed data services essentially unavailable to the remaining 86 percent of business locations.
Insight's analysis suggests that three applications will drive the high speed data over copper market:
· Ethernet data services;
· Cellular backhaul; and
· DSLAM (Digital Subscriber Line Access Multiplexer) backhaul.
Ethernet data services is the largest of market opportunity for bonded copper products, but it is the one that our research suggests will taken the longest to mature since major service providers who offer Ethernet data services must adopt a new technology—always a slow and cautious process. Though Ethernet data services demand has been strong over the past four years..............
Market Segmentation
By Geography
- US
- ROW
Ports By Application
- Ethernet Data Services
- Cellular Backhaul
- DSLAM Backhaul
- Other
Hardware Revenue
Service Provider Revenue By Application
- Ethernet Data Services
- Cellular Backhaul
- DSLAM Backhaul