Big data, M2M go hand in hand; Arctic challenges submarine cable growth

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M2M needs big data: Analyzing M2M data is a growing market segment that ABI Research predicts will climb 53 percent in the next five years--from $1.9 billion to $14.3 billion by 2018. "Analytics will play a critical role in the evolution of M2M, serving as the foundation for an increasing number of M2M business cases," said Aapo Markkanen, senior analyst at ABI. "In essence, such analytics-driven business cases will be about making previously opaque physical assets part of the digital data universe. M2M has thus a very synergetic relationship with the wider big data space, with growth in one industry driving also growth in the other." Release

Submarine locked in for growth: The opening of the Arctic to submarine cable networks is generating plenty of excitement, but the euphoria is dampened by the nagging question of how to deal with cable cuts in that environment, a report from TechNavio says. Still, the overall subsea cable market will see a compound annual growth rate (CAGR) of 9.87 percent between 2012 and 2016, with key vendors Alcatel-Lucent (NYSE: ALU), Ericsson (Nasdaq: ERIC), Fujitsu and Huawei continuing to dominate. Release

Optical transceiver market ramps on 100G: Growth this year in the coherent 100G WDM segment of the optical transceiver market was nothing short of "spectacular," an Infonetics Research report says, as the number of shipments blew past its forecasted rate. "We expected the 100G WDM market to at least double this year, but broad-based strength from many vendors and even greater than expected volumes in China lead us to believe that total coherent WDM port shipments in 2013 will be triple the volume of 2012," said Andrew Schmitt, principal analyst for optical at Infonetics. Shipments of 100G coherent optics in the first half of 2013 were 284 percent higher than 1H 2012. The explosive growth helped moderate the slowdown in shipments of 10G and 40G transceivers: combined revenue for 10G, 40G and 100G transceivers was up 4 percent over the previous year, to $882 million. Release

Infonetics optical transceiver shipments 2013