New Markets for Telecom and Datacom Lasers: 2009 to 2014

Table of Contents

Executive Summary

• E.1 Summary of Opportunities and Challenges
  • E.1.1 High Volumes, Low Margins: Opportunities in PONs and Consumer Electronics
  • E.1.2 Modest Volumes, Better Margins: Opportunities and Innovations in Ethernet, Parallel Optics and WDM
• E.2 Laser Firms to Watch
• E.3 The Growing Importance of Optical Integration
• E.4 Summary of Forecasts

Chapter One: Introduction

• 1.1 Background to this Report
  • 1.1.1 Long-Haul and Lasers: 100 Gbps and Tunable
  • 1.1.2 Lasers at the Low-End: PONs and Next Generation Data Networks
  • 1.1.3 Beyond the Communications Market: Of Mice, Computer Interconnects and Consumer Electronics
  • 1.1.2 ASPs and Innovations
• 1.2 Goals and Scope of this Report
• 1.3 Methodology of this Report
• 1.4 Plan of Report

Chapter Two Technological Evolution of Telecom and Datacom Lasers

• 2.1 Introduction
• 2.2 Fabry-Perot Lasers
  • 2.2.1 Recent FP Supplier and Technology Developments
• 2.3 Distributed Feed-Back Lasers
  • 2.3.1 EMLs
  • 2.2.2 Recent DFB Supplier and Technology Developments
• 2.3 VCSELs
  • 2.3.1 Technology Directions for VCSELs
  • 2.3.2 Recent VCSEL Supplier Developments
• 2.4 Tunable Lasers
  • 2.4.1 Tunable lasers: Mechanisms and Costs
  • 2.4.2 Tunable lasers: The Changing Supply Structure
• 2.5 The Future of Pump Lasers
• 2.6 Light Sources for POF
• 2.7 Other Types of Communications Lasers
  • 2.7.1 Quantum Dot Lasers
• 2.8 Modulation and Modulators
  • 2.8.1 Modulation Issues At Higher Speeds
  • 2.8.2 EMLs and External Modulation
  • 2.8.3 Advanced Modulation Schemes
  • 2.8.4 A Note on Silicon Photonics and Modulation
  • 2.8.5 Long-Term Solutions
• 2.9 Optical Integration and the Future of Communications Lasers
  • 2.9.1 Silicon Photonics
  • 2.9.2 The Future of Optical Integration for Lasers
• 2.10 Other Developments in Laser Manufacturing Technology

Chapter Three: Demand Patterns for Telecom and Datacom Lasers

• 3.1 Introduction
• 3.2 The Future of High-End Communications Lasers in the OTN Era
• 3.3 Lasers, Enterprise Networks and the Mainstreaming of 10 GigE
• 3.4 What 40/100 GigE Will Mean for the Laser Business
• 3.5 Lasers for PONs
  • 3.5.1 PON Deployment: State of the Art
  • 3.5.2 PON Transceivers and Lasers
  • 3.5.2 New Technologies and New Markets for PONs: The Laser Industry Perspective
  • 3.6.1 AOCs
  • 3.6.2 Optical USB
• 3.7 Applications-of-the-future: Lasers inside the Computer and Inside the Home
  • 3.7.1 Lasers, Optical Backplanes and Optical Computing
  • 3.7.2 Chip-to-chip Communications
  • 3.7.2 Fiber-in-the-Home
• 3.6 Closely Related Non-Communications Applications
  • 3.6.1 Laser Mice
  • 3.6.2 Sensors

Chapter Four: Market Forecasts (Volume and $$$$)

• 4.1 Forecasting Methodology
  • 4.1.1 A Note on Pricing
  • 4.1.2 A Note on the Ratio of Lasers to Ports
  • 4.1.3 Sources of Error and Alternative Scenarios
• 4.2 FP Lasers Forecasts
• 4.3 DFB Laser Forecasts
• 4.4 EML Lasers Forecasts
• 4.5 VCSEL Forecasts
• 4.6 Tunable Lasers
  • 4.7.1 Conventional Parallel Optics Forecast
• 4.8 Pump Lasers
• 4.9 Summary of Forecasts

ABBREVIATIONS AND ACRONYMS USED IN THIS REPORT

ABOUT THE AUTHOR