Information Gatekeepers Inc. (IGI) expects active optical cable (AOC) growth to build over the next five years.
In a market report released today, IGI estimates that global AOC units should exceed 1.2 million units in 2010, but will grow to more than 48 million units by 2014. Much of this growth comes from heavier participation from USB and HDMI AOC cables, building off a more modest base of higher ASP InfiniBand AOC cables.
According to IGI, the worldwide recession has had a significant impact on new AOC design starts in the last year, reflected in a fairly modest revenue level of $137 million for 2010. New designs starting in late 2009 as well as designs expected through 2010 will create a strong increase in AOC sales in 2011-12, with slightly more modest increases in the subsequent two years covered in this report.
The firm expects cumulative AOC revenue for the entire five-year period to be in excess of $7 billion, with over $2.4 billion in 2014 alone.