Long-Wavelength High-Data-Rate Lasers--2004

1. Key Findings

• 1.1. The report
• 1.2. The forecasts
• 1.3. The suppliers

2. Methodology and Scope

• 2.1. Scope of the study
• 2.2. Methodology
• 2.3. Lasers and the supply chain

3. Transceiver Product Differentiation

• 3.1 Protocols
• 3.2 10 Gbps electrical line interfaces
• 3.3 LX4 and EDC for multimode fiber
• 3.4 Form factors
• 3.5 The rise and fall of transponders
• 3.6 Connectors
• 3.7 Subcomponent packages
• 3.8 Laser operating regimes
• 3.9 Long wavelength laser achievements
• 3.10 Incumbent vs. emerging laser technologies
• 3.11 Issues for VCSELs and other emerging lasers
• 3.12 Approaches to long wavelength VCSELs
• 3.13 Other emerging laser approaches

4 Unit Forecasts

• 4.1 Laser installations and types of networks
• 4.2 Distribution of lasers by reach
• 4.3 Long haul bandwidth growth
• 4.4 The metro bottleneck that isn�ft
• 4.5 The explosion in enterprise networking
• 4.6 Unit forecast by protocol
• 4.7 Unit forecast by reach and data rate
• 4.8 Distribution of 1310 vs. 1550-nm lasers
• 4.9 Distribution of lasers by device type
• 4.10 Distribution of lasers by form factor

5 Price forcast

• 5.1 General price forecast
• 5.2 General trends in laser prices
• 5.3 Quantities and laser prices
• 5.4 China prices vs. western prices
• 5.5 Vertical integration and laser prices
• 5.6 Data rate and laser prices
• 5.7 Wavelength and laser prices
• 5.8 Reach and laser prices
• 5.9 Output power and laser prices
• 5.10 DWDM, CWDM and non-WDM laser prices
• 5.11 Fixed and tunable laser prices
• 5.12 Protocol and laser prices
• 5.13 Package type and laser prices
• 5.14 Device technology and laser prices
• 5.15 Manufacturing cost and subcomponent prices
• 5.16 Selected laser subcomponent prices

6 Revenue forecasts

• 6.1 Revenue forecast by reach and data rate
• 6.2 Revenue forecast by form factor
• 6.3 Revenue forecast by data rate
• 6.4 Revenue forecast by device type

7 Suppliers

• 7.1 Supplier revenues and market shares
• 7.2 Laser shipments by region of supplier
• 7.3 Laser shipments by region of customer
• 7.4 Tracking suppliers and products
• 7.5 Suppliers of long wavelength transceivers
• 7.6 Merchant suppliers of laser subcomponents
• 7.7 Suppliers of tunable lasers
• 7.8 Suppliers of emerging technologies

8 Appendix: Useful Resources