Table of Contents (update July 2005)
- 1.0 Introduction
- 2.0 Why They are Investing
- 3.0 Future Technology Investment Outlook
- Exhibit 1-1
- Recent Investments in the Optical Component Sector
Table of Contents (update May 2004>
Chapter One: Introduction
- Goals of this Report
- Scope and Coverage of this Report
- Methodology of this Report
- Issues Relating to Captive Markets
- Forecasting Philosophy
Chapter Two: Key Market Trends
- Back to the Future
- Weve Got to Admit its Getting Better
- Mega-Drivers
- Return of "Cool Tech" - But This Time Its Useful
- Tunables: Back from the World of Dreams
- Optical Integration: The Time is Near
- VCSELs and Other "New" Lasers
- Diversify or Die?
- Summary of Key Technology and Other Trends
Chapter Three: Suppliers and Market Shares
- A Peek at Some Financials
- Market Share Analysis
- Expect Continued Consolidation
- Prospects for New Entrants
- Summary of Key Corporate Trends
Chapter Four: Forecasts and Market Analysis
- All Data is Worldwide for 2003 to 2008 and Broken out by Data Rate, Reach
and Network Segment
- Ports Shipped by Type of Components Used
- Components by Reach, Technology and Market Segment
- Projections for FTTx Components
List of Forecasts:
- Laser Forecasts by Protocol (Ethernet, WDM, SONET/SDH, Fibre Channel)
- Laser Forecasts by Technology (DFB, DBR, ECL, widely tunable, narrowly
tunable, VCSELs, other)
- Detector Forecasts by Protocol (Ethernet, WDM, SONET/SDH, Fibre Channel)
- Detector Forecasts by Technology (PIN, APD)
- Modulators by Protocol (Ethernet, WDM, SONET/SDH, Fibre Channel)
- Modulators by Technology (Optoelectronics, Electro-Absorption)
Companies Discussed in Report
- Agilent
- Agility
- Avanex
- Azna
- Bookham
- Civcom
- Cube Optics
- Eblana
- Finisar
- Fujitsu
- Hitachi
- Infineon
- iolon
- Intel
- JDS Uniphase
- Mitsubishi
- NEC
- NEL
- OCPI
- Oki
- Oplink
- OpNext
- Picolight
- Princeton Optronics
- Santur
- Syntune
- Sumitomo/Excelight
- Teralux
- Triquint
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