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<strong>Veritas</strong> <strong>et</strong> <strong>Visus</strong> <strong>Display</strong> <strong>Standard</strong> February 2009<br />
business scenarios from our core research information, helping us track and create new mark<strong>et</strong> reports much closer<br />
to real time.<br />
For the purposes of this shorter article, we will focus more on the display interconnects, HDMI and <strong>Display</strong>Port.<br />
Both of these interfaces are operating near 10Gbps today, and expected to increase to 20Gbps or higher in the next<br />
two years. L<strong>et</strong>’s dig into the core research from the “Active Optical Cables: Mark<strong>et</strong> Report 2009”, and see how<br />
these two bus interfaces stack up against each other and the overall active optical cable mark<strong>et</strong> over the n<strong>et</strong> five<br />
years.<br />
Background: Few new businesses can offer the level of opportunity for revenue and revenue growth rates shown<br />
by active optical cables, as illustrated in our “Active Optical Cables: Mark<strong>et</strong> Report 2009”. Revenue is expected to<br />
increase from $221 million in 2009 to over $2.4 billion by 2013. The total number of active optical cables to be<br />
shipped starts at 2.0 million units in 2009, rising to 74 million by 2013, for a factored growth level of 36x over this<br />
five-year period. A large portion of this growth is seen from faster digital interface usage over time, causing a<br />
significant shift from more traditional and technically-challenged copper cable usage. Advances in core materials<br />
yields and cost saving passed on to the cable OEMs and the end customers are likewise expected to have a<br />
tremendous impact towards increasing demand rates for active optical cables.<br />
High performance computing centers (HPC) have led the traditional active optical cable focus in terms of volume<br />
and revenue. By 2009, HPC will be matched in revenue by the PC segment AOC business, and more than doubled<br />
by the HDTV segment, all at a time when HPC is still growing. By 2013, HPC will be reduced to ~5% of overall<br />
AOC revenue, even after ~4.5x growth from $52 million to $134 million. Over this same period, HDTV will<br />
continue to grow over 8 times, from $102 million to nearly $825 million, but slip to 34% share. This displacement<br />
in both HPC and HDTV is caused by PC active optical cable revenue growing nearly 30 times from $55 million to<br />
nearly $1.36 billion, giving this segment a 56% share by 2013.<br />
Revenue and unit forecast (2009-2013 all bus interfaces)<br />
102
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