Optical Component Worldwide Strategies, Market Shares and Forecasts, 2009 to 2015

Table of Contents

Optical Component Executive Summary

• Arrival Of Broadband Society
• Optical Component Markets
  • Optical Component Market Shares
  • Optical Component Market Forecasts
  • Cost-Effective Deployment Of 40-Gbit/S
  • Transmission In Metro Networks

• Nanoscale Structures for Optical Components
• Optical Component Market Trend Analysis
  • Optical Components And Subsystems Challenge
  • Fiber Optics Companies to Achieve Innovation
  • NeoPhotonics Has Nanoscale Design, Materials,
  • Fabrication And Metrology
  • Optical Component Market Trends
  • Optical Technology Nanotechnology,
  • CMOS Silicon, and Polymer Breakthroughs
  • 40Gig per second or 100 Gig per second
  • Component vs. Subassembly or Module
  • Move Away From Sonet / SDH to CWDM and DWDM
  • CFP interim standard vs. CXP standard
  • Wireless Network Upgrades and FTTx Network Upgrades
  • Cloud Computing
  • Multi-Technology To Support Different PON Technologies
  • GPON - Gigabit Passive Optical Network and
  • EPON Optical Network
  • Need for Fiber
  • Sonet / SDH Transmission Components Market Forecasts

1. Optical Component Market Description and Market Dynamics

• 1.1 Optical Subsystems and Components
  • 1.1.1 Service Providers Adopt Fiber Optic Technology
  • 1.1.2 BT Service Provider PON Investment
  • 1.1.3 Qwest To Deploy Network Capable of 100Gbps
  • 1.1.4 Service Provider 100-Gigabit Ethernet from Alcatel, Juniper , and Cisco Systems in 2010
  • 1.1.5 Broadband GPON for Services Providers
• 1.2 Computer Networks Span The Globe
  • 1.2.1 Data Networking Equipment Network LAN
  • 1.2.2 SAN High-Speed Subnetwork
  • 1.2.3 Parallel Optics Technologies For High-Capacity Interconnects
• 1.3 Metro Regional Network and the Last Mile Access Network
  • 1.3.1 PON Configuration Reduces The Amount Of Fiber And Central Office Equipment Required
• 1.4 Broadband Applications
• 1.5 Data Center And High-Performance-Computing Applications
• 1.6 GPON
  • 1.6.1 Benefits of GPON Bringing Fiber to the Home (FTTH):
  • 1.6.2 EPON GEPON (Ethernet PON)
  • 1.6.3 WDM-PON
• 1.7 Nanotechnology Leverages Characteristics of Different Shapes Of The Same Material
  • 1.7.1 Different Shapes Of The Same Material Create Different Characteristics
  • 1.7.2 Vitesse and NeoPhotonics Embrace Domains For Photonic Integrated Circuits
  • 1.7.3 Optical Properties Integrated Into Technology
  • 1.7.4 Nanotechnology For High Performance Optical Components
  • 1.7.5 Nanoparticle Vapor Organic Dispersions
• 1.8 Nanoscale Structures for Optical Components
• 1.9 3-D Liquid Crystals
  • 1.9.1 Tiniest Laser Since Its Invention
  • 1.9.2 Photonic Crystal Communications
  • 1.9.3 Different Materials To Achieve Different Wavelengths
  • 1.9.4 Photonic Crystals
  • 1.9.5 Nanolaser Key To Optical Computers
• 1.10 Market Consolidation - Acquisitions and Partnerships
  • 1.10.1 Finisar/Optium Merger
  • 1.10.2 Opnext Set To Acquire StrataLight Communications
  • 1.10.3 Ignis Agrees To Acquire Syntune
  • 1.10.4 Fujitsu Establishes Fujitsu Optical Components
  • 1.10.5 Fujitsu Optical Components
  • 1.10.6 Ikanos
  • 1.10.7 Hitachi Telecom (USA) and Salira Systems
  • 1.10.8 Enablence / Pannaway
  • 1.10.9 LG-Nortel Acquired Novera Optics
  • 1.10.10 Cambridge Industries Group / TXP
  • 1.10.11 Source Photonics, formerly MRV (Luminent)
  • 1.10.12 Sumitomo Electric Device Innovations U.S.A., Inc
  • 1.10.13 Zhone Technologies
  • 1.10.14 Motorola
  • 1.10.15 Fujitsu Optical Components and Furukawa Electric
  • 1.10.16 Aegis Lightwave Acquires AOFR and CardinalPoint Optics
  • 1.10.17 Rohm Semiconductor / Oki Electric
  • 1.10.18 JDSU Acquires Network Tools Business from Finisar
  • 1.10.19 Occam Networks GPON ONTs
  • 1.10.20 3S Photonics Holding In The Korean Company COSET
  • 1.10.21 Merger of Helix and GigOptix, Merger of Lumera and GigOptix, Advances Made by GigOptix
• 1.11 Cloud Computing And On-Line Video Streaming

2. Optical Component Market Shares and Market Forecasts

• 2.1 Optical Component Market Driving Forces
• 2.2 Optical Component Market Analysis
  • 2.2.1 Optical Component Market Shares
  • 2.2.2 Optical Component Market Forecasts
• 2.3 Optical Transceiver Market Shares and Forecasts
  • 2.3.1 Optical Transceiver Components Market Shares
  • 2.3.2 Optical Transceiver Communications Network Market Forecasts
• 2.4 Optical Amplifier Markets
  • 2.4.1 Optical Amplifier Markets Shares
  • 2.4.2 Optical Amplifier Market Forecasts Worldwide
• 2.5 Optical Components And Subsystems Selected Market Leaders and Thought Leaders
  • 2.5.1 Finisar
  • 2.5.2 JDSU
  • 2.5.3 Oclaro: Bookham and Avanex Merge Into a New Market Leader
  • 2.5.4 Power Diode Lasers Market Shares
  • 2.5.5 JDSU Telecom Modulators
  • 2.5.6 JDSU ROADMs
  • 2.5.7 Fujitsu 40G DPSK Receiver Pricing & Availability
  • 2.5.8 Fujitsu Optical Components and Furukawa Electric Jointly Develop Integrated Receivers
  • 2.5.9 Fujitsu
  • 2.5.10 Avago
  • 2.5.11 Sumitomo Electric Industries, Ltd. And Anritsu 100-Gigabit Ethernet-Compatible Optical Interface
  • 2.5.12 MRV / Source Photonics
  • 2.5.13 MRV Communications / Source Photonics Single-Fiber 10Gb/s SFP+ Transceivers
  • 2.5.14 Emcore Transceivers / Receivers
  • 2.5.15 NeoPhotonics'
  • 2.5.16 Triquint RF High-Performance RF Modules, Components And Foundry
  • 2.5.17 Advanced Photonix
  • 2.5.18 Photon-XR LLC Thin Film Technology
  • 2.5.19 Aegis
  • 2.5.20 Nortel
  • 2.5.21 3S Photonics
  • 2.5.22 Alcatel-Lucent
  • 2.5.23 GigOptix Inc.
  • 2.5.24 Luxtera CMOS Process Used To Create An Array Of Complex Photonic Devices
• 2.6 Optical Component Market Trend Analysis
  • 2.6.1 Optical Components And Subsystems Challenge Fiber Optics Companies to Achieve Innovation
  • 2.6.2 NeoPhotonics Has Nanoscale Design, Materials, Fabrication And Metrology
  • 2.6.3 Optical Component Market Trends
  • 2.6.4 Optical Technology Nanotechnology, CMOS Silicon, and Polymer Breakthroughs
  • 2.6.5 40Gig per second or 100 Gig per second
  • 2.6.6 Component vs. Subassembly or Module
  • 2.6.7 Move Away From Sonet / SDH to CWDM and DWDM
  • 2.6.8 CFP interim standard vs. CXP standard
  • 2.6.9 Cloud Computing
  • 2.6.10 Multi-Technology To Support Different PON Technologies
  • 2.6.11 GPON - Gigabit Passive Optical Network and EPON Optical Network
  • 2.6.12 The Need for Fiber
• 2.7 Sonet / SDH Transmission Components Market Forecasts
• 2.8 Worldwide Transceiver Segments
• 2.9 Ethernet Transceiver Segment Market Forecasts
• 2.10 Fibre Channel Transceiver Market Forecasts
• 2.11 CWDM / DWDM Optical Transceiver Segment Market Forecasts
  • 2.11.1 Optoelectronics Dominated DWDM Component Value
• 2.12 Optical Interconnect Market Forecasts
• 2.13 PON and FTTx Optical Components
  • 2.13.1 PON and FTTH Market Analysis
  • 2.13.2 Wireless Network Upgrades and FTTx Network Upgrades
• 2.14 Transceivers By Type
  • 2.14.1 SFP / SFP+ Transceiver Market Shares
  • 2.14.2 XFP Transceiver Market Shares
• 2.15 CATV Transceivers Market Shares
  • 2.15.1 Optical Component Nanotechnology
  • 2.15.2 Active vs. Passive Optical Components
• 2.16 Wavelength Management
  • 2.16.1 Wavelength Management Market Shares
• 2.17 AOC, Active Optical Cable
  • 2.17.1 Broadband Market Drivers
  • 2.17.2 Developments of GPON Technology
  • 2.17.3 Network Traffic Growth
• 2.18 Pace of 40G System Development
  • 2.18.1 Pace of 100G System Development
• 2.19 Optical Component Regional Markets

3. Optical Component Product Description

• 3.1 Optical Transceiver
  • 3.1.1 Optical Transponders
• 3.2 Fiber Optic Transceivers -
  • 3.2.1 Fiber Optic Transmitters
  • 3.2.2 Fiber Optic Receivers -
  • 3.2.3 Laser Optics, Heads and Beam Delivery Components -
  • 3.2.4 Fiber Optic Linear Position Sensors -
• 3.3 Finisar
  • 3.3.1 Finisar 40-Gbit/s Tunable DPSK Optical Transponder
  • 3.3.2 Finisar Transmitters, Transceivers, and Transponders for Datacom and Telecom Applications
• 3.4 Opnext Technologies Transceivers
  • 3.4.1 Opnext Full Collaboration With Hitachi
  • 3.4.2 Opnext 8 Gbit/s & 10 Gbit/s SFP+ Transceiver Modules
• 3.5 Sumitomo Electric Industries, Ltd. And Anritsu 100-Gigabit Ethernet-Compatible Optical Interface
  • 3.5.1 Sumitomo Electric Jointly With Anritsu, Has An Optical Interface Compliant With The 100-Gigabit Ethernet Specifications (IEEE 802.3.ba Specifications)
  • 3.5.2 Sumitomo Electric Development Of Optical Interface Compatible With 100-Gigabit Ethernet
• 3.6 Fujitsu Optical Components / Furukawa Electric
  • 3.6.1 Fujitsu Microelectronics 3G SAW-less Transceiver: Multimode, Multiband UMTS/ GPRS/EDGE Solution
  • 3.6.2 Fujitsu Optical Components and Furukawa Electric Jointly Develop Integrated Receivers
  • 3.6.3 Fujitsu Compact Integrated DPSK Receiver for 40Gbps Optical Networks
  • 3.6.4 Fujitsu Optical Components
  • 3.6.5 Fujitsu Optical Components Key Technology Delay Line Interferometer And Balanced Receiver Integration
  • 3.6.6 Fujitsu XENPAK MSA 10Gbps Transceiver
  • 3.6.7 Fujitsu X2 MSA 10Gbps Transceiver
  • 3.6.8 Fujitsu SFP MSA Transceiver
  • 3.6.9 B-PON
  • 3.6.10 10Gbps LiNbO3 External Modulator
  • 3.6.11 Fujitsu 40Gbps Receiver Module
  • 3.6.12 40G DPSK Receiver Module (FIM24101)
  • 3.6.13 Fujitsu Optical Components and Furukawa Electric Planar Lightwave Circuit (PLC)
  • 3.6.14 Fujitsu Optical Components and Furukawa Electric To Jointly Develop Integrated Receivers For 40/100G Networks
  • 3.6.15 Fujitsu Compact Integrated DPSK Receiver for 40Gbps Optical Networks
• 3.7 Avago
• 3.8 MRV Source Photonics
• 3.9 JDSU Leading Pluggable Optical Transceivers
  • 3.9.1 JDSU Tunable Transmission Modules
  • 3.9.2 JDSU Transceiver, OC-192, 10 GbE, 10 GFC, XFP, 1550 nm, 40 km Reach
  • 3.9.3 JDSU Ethernet/Fibre Channel Transceivers
  • 3.9.4 JDSU SONET/SDH Transceivers
  • 3.9.5 JDSU Components, Modules, and Subsystems for Agile Optical Networks
• 3.10 Oclaro / Avanex SFF Tunable Transponder
  • 3.10.1 Oclaro /Avanex Transmission Products
  • 3.10.2 Oclaro Bookham SFP Transceivers
  • 3.10.3 Oclaro Bookham Transmitters and Network Lasers
  • 3.10.4 Oclaro Bookham Receivers
  • 3.10.5 Oclaro Bookham Receiver Products
  • 3.10.6 Oclaro Tunable Transmitter
• 3.11 NeoPhotonics Corporation
  • 3.11.1 NeoPhotonics Active And Passive Optical Components
  • 3.11.2 NeoPhotonics Transceivers
  • 3.11.3 NeoPhotonics FTTH Target Market
  • 3.11.4 NeoPhotonics Optical Transceiver Transmitters
  • 3.11.5 NeoPhotonics Optical Transceiver Receiver
  • 3.11.6 NeoPhotonics Optical Transceiver EEPROM
  • 3.11.7 Oplink Transceivers
• 3.12 Oplink PON
  • 3.12.1 Oplink Transmitters & Receivers
  • 3.12.2 Triquint RF
• 3.13 JDSU Detectors/Receivers
  • 3.13.1 JDSU Pluggable Optical Transceivers
  • 3.13.2 JDSU Vertical Integration
  • 3.13.3 JDSU Datacom Accessories
• 3.14 Vitesse Semiconductor Transceiver Integrated Circuit VSC8479-01
  • 3.14.1 Vitesse FTTX Ecosystem
  • 3.14.2 Vitesse Semiconductor VSC8479-01 10G Transceiver EPON Developing PON
  • 3.14.3 Oki Electric Industries
  • 3.14.4 Applied Optoelectronics Small Form-Factor Pluggable Transceiver
  • 3.14.5 Applied Optoelectronics Small Form-Factor Pluggable Transceiver
• 3.15 OKI
  • 3.15.1 Oki SemiL OL5191M transceiver
  • 3.15.2 Oki 40Gbps Compound Semiconductors - EML Driver IC DIE
• 3.16 Acon
• 3.17 OptoIC Transceiver
• 3.18 Tessera DigitalOptics Lens Array Technology for Parallel Optic
• 3.19 LaserMate
• 3.20 Emcore Transceivers / Receivers
  • 3.20.1 ONT Vendor Offerings
  • 3.20.2 Triplexers & GPON Chips
• 3.21 OneChip Photonics
  • 3.21.1 OneChip Photonics SFF and SFP Devices for OLTs and A Variety of SFF Modules for ONUs
• 3.22 Emcore
  • 3.22.1 Emcore Transceivers
• 3.23 Optical Amplifiers
  • 3.23.1 Optical Amplifiers / Erbium Doped Fiber Amplifiers EDFA
  • 3.23.2 JDSU Optical Amplifiers
  • 3.23.3 JDSU EDFA, C, 17 dBm, GFF, Trans Control, Variable Gain
  • 3.23.4 JDSU' s Agile Optical Amplifiers
  • 3.23.5 JDSU Optical Amplifiers
  • 3.23.6 JDSU Pump Lasers
  • 3.23.7 JDSU ROADMs
  • 3.23.8 JDSU Transport Layer and Amplifier
  • 3.23.9 JDSU ROADM & Add/Drop Modules
  • 3.23.10 JDSU ROADMs
  • 3.23.11 JDSU WaveReady Service Provider Optical Component Solutions:
• 3.24 Oclaro Optical Amplifiers
  • 3.24.1 Oclaro Oasis"! Adaptive Thermal Management
  • 3.24.2 Ocelar Oasis Adaptive Thermal Management
  • 3.24.3 Oclaro Avanex Amplification Products
  • 3.24.4 Oclaro Avanex Dispersion Compensation Products
  • 3.24.5 Oclaro Avanex Next Generation Chromatic Dispersion Compensation Module
  • 3.24.6 Oclaro Avanex Dispersion Compensation Products
  • 3.24.7 Oclaro / Avanex Wavelength Management Products
  • 3.24.8 Oclaro Bookham Optical Amplifiers
  • 3.24.9 Oclaro MiNi Block Optical Amplifier
  • 3.24.10 Oclaro Optical Amplifier Custom Solutions
  • 3.24.11 Oclaro Bookham Pumps Oclaro Bookham' s Subsystems
  • 3.24.12 Oclaro Intelligent Optical Platform
  • 3.24.13 Oclaro Bookham VCSELs
• 3.25 Furukawa Electric Optical Amplifiers
• 3.26 Accelink
  • 3.26.1 Accelink Triplexers, Splitters, And Arrayed Waveguides
• 3.27 Oplink Optical Amplifiers
• 3.28 TriQuint Optical Amplifiers
• 3.28 JDSU EDFA Optical Amplifiers
• 3.29 Photon x Optical Amplifers

4. Optical Component Technology

• 4.1 CFP vs. CXP
  • 4.1.1 CFP Form Factor
  • 4.1.2 Finisar Opnext and Sumitomo Electric Industries / Excelight Communications CFP
  • 4.1.3 CFP MSA Form Factor Standard for Pluggable 40Gb/s and 100Gb/s Optical Modules
  • 4.1.4 CXP Form Factor
  • 4.1.5 CXP GigOptix Long Reach And Ultra Long Reach Drivers For Terrestrial And Undersea Optical Cable
• 4.2 IEEE802 Standards Bodies
  • 4.2.1 ITU-T CWDM/DWDM Optical Wavelength Grids
  • 4.2.2 100-Gigabit Ethernet (IEEE 802.3.ba Specifications)
• 4.3 ONT Management and Control Interface (OMCI)
• 4.4 WDM-PON Technologies
  • 4.4.1 PON Progress
  • 4.4.2 GPON and WDM-PON
  • 4.4.3 10G GPON
• 4.5 Passive Optical Networks
  • 4.5.1 APON, BPON, EPON and GPON
  • 4.5.2 GPON & WDM-PON Equipment
• 4.6 ONTs & OLTs
  • 4.6.1 GPON OLT and ONT Equipment
  • 4.6.2 EPON
  • 4.6.3 Symmetrical 10G EPON
  • 4.6.4 RFoG Cable-Type PON Technology
• 4.7 Phase Modulation Minimizes Size And Power Of 40Gbps Transponders
  • 4.7.1 Europe Scalable Advance Ring-Based Passive Dense Access Network Architecture (SARDANA)
  • 4.7.2 Fujitsu Optical Components Key Technology
• 4.8 FTTx Device Management

5. Optical Component Company Profiles

• 5.1 3S Photonics
  • 5.1.1 3S Photonics Holding In The Korean Company COSET
  • 5.1.2 3S Photonics Submarine Cable Network Market Forecasts
  • 5.1.3 3S Photonics Growth Strategy
  • 5.1.4 3S Photonics Product Portfolio
  • 5.1.5 3S Photonics Industrial Leader In GaAs and InP Optical Components
  • 5.1.6 3S Photonics Datacom LANs and SANs
• 5.2 Accelink
• 5.3 ACON
  • 5.3.1 Acon LED Lighting Products
• 5.4 Advanced Photonix
  • 5.4.1 Advanced Photonix High-Speed Optical Receiver Products
• 5.5 Aegis Lightwave
  • 5.5.1 Aegis Lightwave Acquires AOFR
  • 5.5.2 Aegis Lightwave Acquires CardinalPoint Optics
  • 5.5.3 Aegis Semiconductor Thin Films Combined With Optical Interference Coatings
• 5.6 Agilent Technologies
  • 5.6.1 Agilent Optical Component Solutions:
  • 5.6.2 Agilent Design and Verification of Components and Systems
  • 5.6.3 Agilent' s PXIT N2100B, N2101B and N2102B Test Platform
  • 5.6.4 Agilent Technologies Revenue.
• 5.7 Alcatel Lucent
  • 5.7.1 Alcatel Lucent Positioning for Broadband Evolution
  • 5.7.2 Alcatel-Lucent Fiber-To-The-User
• 5.8 API Nanotronics
  • 5.8.1 ASE Group - Korea
• 5.9 Avago Technologies
  • 5.9.1 Avago Technologies Distributors and Customers
  • 5.9.2 Avago Technologies Outsourced Manufacturing Business
  • 5.9.3 Avago Technologies % Net Segment Revenue
  • 5.9.4 Avago Technologies Taken Public
  • 5.9.5 31
• 5.10 Broadcom
  • 5.10.1 Broadcom Intellectual Property (IP)
  • 5.10.2 Broadcom Revenue
• 5.11 Electrum Laboratory
  • 5.11.1 Electrum Laboratory Research and Development
  • 5.11.2 Electrum Laboratory Production
• 5.12 Emcore
  • 5.12.1 Emcore Transceivers
  • 5.12.2 Emcore Revenue
• 5.13 Finisar
  • 5.13.1 Finisar Revenue
  • 5.13.2 Finisar Next-Generation Form Factors for 40Gb/s and 100Gb/s Optical Links
  • 5.13.3 Finisar Presence in China High-Volume Manufacturing Facility
  • 5.13.4 Finisar 50 GHz Wavelength Selection Switch (WSS) With Dynamic Reconfigurability
  • 5.13.5 Finisar 850nm Pigtailed Components for Military and Aerospace Applications
  • 5.13.6 Finisar / Optium
  • 5.13.7 Finisar Fourth Quarter and Fiscal 2009 Revenue
  • 5.13.8 Finisar Revenue
  • 5.13.9 Finisar First Quarter Revenues 2010
  • 5.13.10 Finisar / Optimum
  • 5.13.11 Finisar, Optium Optical Component Product Overlap
  • 5.13.12 Foxconn Technology Group / Ambit Microsystems
• 5.14 Fujitsu
• 5.15 Fujitsu Optical Component Products
  • 5.15.1 Fujitsu Optical Components
  • 5.15.2 Fujitsu Optical Modules
  • 5.15.3 Fujitsu Sales, Manufacturing And Development Of Optical Components
  • 5.15.4 Fujitsu Optical Components Wholly Owned Optical Module Subsidiary
• 5.16 Furukawa Electric
• 5.17 GigOptix
  • 5.17.1 GigOptix Revenue Second Quarter of 2009
  • 5.17.2 GigOptix Revenue By Geographic Region:
  • 5.17.3 GigOptix Product Updates
  • 5.17.4 Merger of Helix and GigOptix, Merger of Lumera and GigOptix, Advances Made by GigOptix
  • 5.17.5 GigOptix Third Quarter Outlook
• 5.18 Huawei
  • 5.18.1 Huawei Key Network Technologies
  • 5.18.2 Huawei Introducing R&D Management Models
  • 5.18.3 Huawei Promotes Standardized, Component-Based And Platform-Specific Management
• 5.19 Ignis
  • 5.19.1 Ignis Group Revenue
  • 5.19.2 Ignis Acquired Syntune AB
• 5.20 Ikanos Communications
• 5.21 JDSU
  • 5.21.1 JDSU Revenue
  • 5.21.2 JDSU Acquires Network Tools Business from Finisar
  • 5.21.3 JDSU Strategic Benefits:
  • 5.21.4 JDSU Network Tools Business
• 5.22 Luxtera
  • 5.22.1 Luxtera Funded By Leading Venture Capitalists
  • 5.22.2 Luxtera Active Optical Cable (AOC), Blazar
  • 5.22.3 Luxtera CMOS Process Used To Create An Array Of Complex Photonic Devices
  • 5.22.4 Luxtera Project with Sun Microsystems and DARPA
• 5.23 MRV Communications
  • 5.23.1 MRV Communications / Source Photonics
  • 5.23.2 MRV Communications / Source Photonics Brand for Luminent and Fiberxon
  • 5.23.3 MRV Communications / Source Photonics PON Transceiver Market Position
  • 5.23.4 MRV Communications / Source Photonics Tunable Transponder
  • 5.23.5 MRV Communications / Source Photonics Second Quarter 2009 Revenue
  • 5.23.6 MRV Communications / Source Photonics
  • 5.23.7 MRV Communications / Source Photonics / Luminent, Inc., Passive Optical Components Division
• 5.24 NeoPhotonics
  • 5.24.1 NeoPhotonics Has Nanoscale Design, Materials, Fabrication And Metrology
  • 5.24.2 NeoPhotonics Strong Performance
  • 5.24.3 NeoPhotonics Products and Market
  • 5.24.4 NeoPhotonics Products
  • 5.24.5 NeoPhotonics Technology
  • 5.24.6 NeoPhotonics Is Top Optical Component Supplier To Huawei For The First Half Of 2008
  • 5.24.7 Neophotonics Vertically Integrated Manufacturer
• 5.25 Newport Corporation & Spectra-Physics
  • 5.25.1 Newport Corporation Revenue
  • 5.25.2 Newport Corporation Photonics Instruments, Fibers, and Components - Fiber Optic Components
• 5.26 Occam
  • 5.26.1 Occam Networks Second-Quarter 2009 Results
  • 5.26.2 Occam Highlights For The Second Quarter of 2009:
  • 5.26.3 Occam GigE and GPON FTTP Delivers IPTV
  • 5.26.4 Occam Target Markets
• 5.27 Oclaro
  • 5.27.1 Oclaro: Bookham and Avanex Merge Into a New Market Leader
  • 5.27.2 Oclaro: Bookham / Avanex Strengthen Position In Consolidating Sector
  • 5.27.3 Oclaro / Avanex
  • 5.27.4 Oclaro Revenue
  • 5.27.5 Oclaro New Focus Business Transferred to Newport Corporation
• 5.28 Oplink
  • 5.28.1 Oplink Regional Revenues:
• 5.29 Opnext
  • 5.29.1 Opnext Revenue
  • 5.29.2 Opnext Formed Out of Hitachi
  • 5.29.3 Opnext / StrataLight
• 5.30 Photon-X, LLC.
  • 5.30.1 Photon-X
• 5.31 Princeton Optronics
• 5.32 Rohm Semiconductor / Oki
• 5.33 Rusnano
  • 5.33.1 Rusnano Russian Corporation of Nanotechnologies
• 5.34 Santec
• 5.35 Sigma Blu-Ray & HDTV Opportunities
  • 5.35.1 Sigma Revenue
• 5.36 Sumitomo
  • 5.36.1 Sumitomo Optical Devices for FTTH Applications
  • 5.36.2 Sumitomo Electric Industries CATV For Integration Of Broadcasting And Telecommunications
  • 5.36.3 SEI
  • 5.36.4 Sumitomo Electric Industries / SEI
  • 5.36.5 Sumitomo Electric Oversea Sales Subsidiaries of Optical and Electronic Devices
  • 5.36.6 Sumitomo Electric Device Innovations / Excelight Communications, / Eudyna Devices
  • 5.36.7 Sumitomo Electric Europe Ltd / Succeeds The Business From Eudyna Devices
  • 5.36.8 Sumitomo Electric Asia integrates with Eudyna Devices
  • 5.36.9 Sumitomo Electric Device Innovations U.S.A., Inc
• 5.37 Syntune
• 5.38 Tessera
  • 5.38.1 Tessera DigitalOptics Solutions
• 5.39 Triquint
  • 5.39.1 Triquint Second Quarter 2009 Results
  • 5.39.2 TriQuint Positioning
  • 5.39.3 Triquint, Zte $50m Agreement
  • 5.39.4 TriQuint Lead Researcher In A Multi-Year DARPA Program
• 5.40 Tyco Electronics
  • 5.40.1 Unisem Malaysia
• 5.41 Vitesse
  • 5.41.1 Vitesse Semiconductor Net Revenues by Geographic Area
  • 5.41.2 Vitesse Debt
  • 5.41.3 Vitesse Carrier Networking
  • 5.41.4 Vitesse Enterprise Networking
  • 5.41.5 Vitesse Non-Core
  • 5.41.6 Vitesse Distribution
  • 5.41.7 Vitesse Revenue
• 5.42 Yoshikawa Kogyo
• 5.43 Zhone Technologies
• 5.44 ZTE

List of Tables and Figures

• Figure ES-1
  • FTTH and Enterprise Access Network and Core Network Use of Optical Components
• Figure ES-2
  • Worldwide Optical Component Market Shares, Dollars, 2008, First Half 2009
• Figure ES-3
  • Optical Transceivers, Optical Amplifiers, and Other Optical Components, Forecasts, Worldwide, Dollars, 2009-2015
• Table 1-1
  • Factors Affecting Carrier Capital Spending Patterns
• Figure 1-2
  • FTTH and Enterprise Access Network and Core Network Use of Optical Components
• Figure 1-3
  • Connected Media Players
• Figure 1-4
  • Home Entertainment Evolution
• Figure 1-5
  • BT Capex Savings: Conventional FTTH vs. long reach PONd
• Figure 1-6
  • Enabling Broadband Infrastructure
• Figure 1-7
  • Optical Component Business Drivers -- Bandwidth and Storage
• Table 1-8
  • 100G Market Segments: 100GE and 100G DP-QPSK (Long Haul)
• Table 1-9
  • OIF major 100G initiatives
• Figure 1-10
  • 100 GbE Optical Device Evaluations
• Figure 1-11
  • WDM-PON Integrated Network Configuration
• Figure 1-12
  • Nanophase Technologies Organic Dispersions In Polar And Non-Polar Organic Fluids
• Figure 1-13
  • 3-D Liquid Crystals
• Figure 1-13
  • Finisar Liquid Crystal on Silicon LCOS ROADM
• Table 1-14
• Liquid Crystal on Silicon (LCOS) Technology Advantages
• Figure 1-16
  • Finisar Optimum Merger Product Portfolio Extension
• Figure 2-1
  • Optical Component Market Growth Factors
• Figure 2-2
  • Growth in Traffic Crossing the AT&T Network
• Table 2-3
  • Optical Component Market Driving Forces
• Table 2-4
  • Server Virtualization Business Drivers Impact on Optical Components
• Figure 2-5
  • Optical Component Market Shares, Dollars, Worldwide, First Three Quarters 2009
• Table 2-6
  • Optical Component Market Shares, Dollars, Worldwide, 2008, First Half 2009
• Figure 2-7
  • Optical Transceivers, Optical Amplifiers, and Other Optical Components, Forecasts, Worldwide, Dollars, 2009-2015
• Table 2-8
  • Optical Transceivers, Optical Amplifiers, and Other Optical Components, Forecasts, Worldwide, Dollars, 2009-2015
• Figure 2-9
  • Optical Component Transceiver / Transponder Market Shares, Worldwide, Dollars, 2008
• Table 2-10
  • Optical Component Transceiver / Transponder Market Shares, Worldwide, Dollars, 2008, First Three Quarters 2009
• Figure 2-11
  • Optical Component Transceiver Communications Segment Market Forecasts, Worldwide, Dollars, 2009-2015
• Table 2-12
  • Optical Transceiver Shipments Market Forecasts, Worldwide, Dollars,2009-2015
• Figure 2-13
  • Optical Amplifier Market Shares, Worldwide, Dollars 2009-2015
• Table 2-14
  • Optical Amplifier Market Shares Worldwide, Dollars, 2008
• Figure 2-15
  • Optical Amplifier Market Forecasts, Worldwide, Dollars, 2009-2015
• Figure 2-16
  • Finisar Business Model Overview
• Figure 2-17
  • Oclaro Competitive Positioning
• Figure 2-18
  • Sonet / SDH Transceiver Segment Market Forecasts Worldwide 2009-2015
• Table 2-19
  • Worldwide Transceiver Segments Market Forecasts 2009-2015
• Figure 2-20
  • Ethernet Transceiver Segment Market Forecasts, Worldwide, Dollars, 2009-2015
• Figure 2-21
  • Fibre Channel Transceiver Segment Market Forecasts, Worldwide, Dollars, 2009-2015
• Figure 2-22
  • CWDM / DWDM Transceiver Segment Market Forecasts, Worldwide, Dollars, 2009-2015
• Figure 2-23
  • Optical Interconnects Transceiver Segment Market Forecasts, Worldwide, 2009-2015
• Figure 2-24
  • Fiber to the Home, Building or Premise FTTx Transceivers Market Shares, Worldwide, Dollars, 2008
• Figure 2-25
  • Fiber to the Home, Building, Premise (FTTx) Transceiver Segment Market Forecasts, Worldwide, Dollars, 2009-2015
• Figure 2-26
  • Emerging Broadband Home Control
• Figure 2-27
  • Emerging Broadband Home Control
• Figure 2-28
  • SFP / SFP+ Transceiver Market Shares Market Shares, Dollars, Worldwide, 2008
• Figure 2-29
  • XFP Transceiver Market Shares, Worldwide, Dollars, 2008
• Figure 2-30
  • CATV Transceivers Market Shares Worldwide, Dollars, 2008
• Table 2-31
  • Transceiver Type Market Forecasts, Worldwide, Dollars, 2009-2015
• Table 2-32
  • Optical Component Module and Subsystem Categories
• Table 2-33
  • Market Device Types of Optical Components
• Table 2-34
  • Broadband Market Drivers
• Table 2-35
  • Network Traffic Growth Factors
• Table 2-36
  • Selected 40G System Developments
• Table 2-36 (Continued)
  • Selected 40G System Developments
• Figure 2-37
  • Optical Component Regional Market Segments, Dollars, First Three Quarters 2009
• Table 2-38
  • Optical Component Regional Market Segments, First Three Quarters 2009
• Figure 3-1
  • Transceiver Transponder Modulator Applications
• Table 3-2
  • Optical Components Major Markets and Component Solutions
• Figure 3-3
  • Finisar LAN< SAN< and Metro Optical transceivers
• Figure 3-4
  • Finisar Product Positioning
• Figure 3-5
  • Finisar Tunable Transceivers and Transponders
• Figure 3-6
  • Finisar Tunable Transceivers and Transponders
• Table 3-7
  • Selected Finisar 300 PIN Transponders and Transceivers
• Table 3-7 (Continued)
  • Selected Finisar 300 PIN Transponders and Transceivers
• Table 3-7 (Continued)
  • Selected Finisar 300 PIN Transponders and Transceivers
• Table 3-7 (Continued)
  • Selected Finisar 300 PIN Transponders and Transceivers
• Table 3-7 (Continued)
  • Selected Finisar 300 PIN Transponders and Transceivers
• Table 3-7 (Continued)
  • Selected Finisar 300 PIN Transponders and Transceivers
• Table 3-7 (Continued)
  • Selected Finisar 300 PIN Transponders and Transceivers
• Table 3-8
  • Opnext Technologies 40G VSR Transceivers
• Table 3-9
  • Opnext Technologies 40G PSBT Transceivers
• Table 3-10
  • Opnext Technologies 40G DPSK Transceivers
• Table 3-11
  • Opnext Technologies 40G DQPSK Transceivers
• Table 3-12
  • Opnext 8 Gbit/s & 10 Gbit/s SFP+ Transceiver Modules
• Table 3-13
  • Opnext Technologies XFP 10 Gbit/s Serial Transceiver Modules
• Table 3-14
  • Opnext Technologies Small Form Factor Pluggable Transceiver Modules (SFP Transceivers)
• Table 3-14 (Continued)
  • Opnext Technologies Small Form Factor Pluggable Transceiver Modules (SFP Transceivers)
• Table 3-15
  • Opnext Technologies DWDM Small Form Factor luggable Transceiver Modules (SFP)
• Table 3-15 (Continued)
  • Opnext Technologies DWDM Small Form Factor Pluggable Transceiver Modules (SFP)
• Figure 3-16
  • Fujitsu XENPAK MSA 10Gbps Transceiver
• Table 3-17
  • Fujitsu XENPAK MSA 10Gbps Transceiver Description
• Table 3-18
  • Fujitsu XENPAK MSA 10Gbps Features
• Figure 3-19
  • Fujitsu X2 MSA 10Gbps Transceiver
• Table 3-20
  • Fujitsu X2 MSA 10Gbps Transceiver Features
• Figure 3-21
  • Fujitsu SFP MSA Transceiver
• Figure 3-22
  • Fujitsu Optical Transceiver for PON
• Figure 3-23
  • Fujitsu 300pin MSA 10Gbps Transponder
• Figure 3-24
  • Fujitsu 40Gbps Receiver Module
• Table 3-25
  • Fujitsu 40Gbps Receiver Module Description
• Table 3-26
  • Fujitsu 40Gbps Receiver Module Applications:
• Table 3-27
  • Fujitsu Optical Components and Furukawa Electric Planar Lightwave Circuit (PLC) Technology
• Table 3-27 (Continued)
  • Fujitsu Optical Components and Furukawa Electric Planar Lightwave Circuit (PLC) Technology
• Figure 3-28
  • Fujitsu Compact Integrated DPSK Receiver for 40Gbps Optical Networks
• Table 3-29
  • Fujitsu 40G DPSK Receiver Pricing & Availability
• Table 3-30
  • Avago HFCT-5710L/LP Small Form Factor Pluggable LC Fiber Optic Transceivers Features
• Table 3-28
  • Avago HFCT-5710L/LP Small Form Factor Pluggable LC optical transceiver Applications
• Figure 3-29
  • Avago Small Form Factor Pluggable LC Optical Transceivers
• Figure 3-30
  • Source Photonics Optical Communication Positioning for Metro Networks
• Figure 3-31
  • Source Photonics Optical Transceivers, Ethernet, Gigabit Ethernet
• Table 3-32
  • Source Photonics Optical Transceivers, Ethernet, Gigabit Ethernet
• Table 3-33
  • Source Photonics Optical Transceivers, Ethernet, Gigabit Ethernet Product Description
• Table 3-34
  • JDSU Transceiver Optical Transceiver Key Benefits
• Table 3-35
  • JDSU Transceiver Applications
• Table 3-36
  • JDSU Transceiver Standards Compliance
• Table 3-37
  • Oclaro Transmission Products
• Table 3-37 (Continued)
  • Oclaro Transmission Products
• Table 3-38
  • Oclaro Bookham Receivers
• Figure 3-39
  • Oclaro Next Generation Networks
• Figure 3-40
  • Oclaro Transmission Positioning
• Table 3-41
  • Oclaro Transmission Positioning
• Figure 3-42
  • NeoPhotonics P1785F
• Figure 3- 43
  • NeoPhotonics PTB4J80
• Table 3-44
  • NeoPhotonics GPON Triplexer ONU
• Table 3-45
  • NeoPhotonics Active And Passive Optical Components Network Market Segments
• Table 3-46
  • NeoPhotonics Transceiver Positioning
• Table 3-47
  • NeoPhotonics Transceiver Applications
• Table 3-48
  • NeoPhotonics Applications
• Table 3-49
  • NeoPhotonics Products
• Table 3-50
  • NeoPhotonics SFP Products
• Table 3-51
  • NeoPhotonics Product Applications
• Table 3-51 (Continued)
  • NeoPhotonics Product Applications
• Table 3-52
  • NeoPhotonics Optical SFP Transceiver Performance Specifications
• Figure 3-53
  • NeoPhotonics SFP Transceiver
• Table 3-54
  • NeoPhotonics GbE 1000Base-LX 10 km SFP Transceiver
• Table 3-55
  • Oplink Transceiver Applications Support
• Table 3-56
  • Oplink Transmitters & Receivers
• Table 3-56 (Continued)
  • Oplink Transmitters & Receivers
• Table 3-56 (Continued)
  • Oplink Transmitters & Receivers
• Table 3-56 (Continued)
  • Oplink Transmitters & Receivers
• Table 3-56 (Continued)
  • Oplink Transmitters & Receivers
• Table 3-57
  • TriQuint Product Positioning
• Table 3-58
  • TriQuint Product Segments
• Table 3-59
  • JDSU Photodiodes
• Table 3-59 (Continued)
  • JDSU Photodiodes
• Table 3-60
  • Vitesse Semiconductor 10G Transceiver Integrated Circuit EPON chipset
• Figure 3-61
  • Acon Transceiver
• Figure 3-62
  • OptoIC Transceiver
• Table 3-63
  • OptoIC' s BIDI Transceivers Key Features
• Table 3-63 (Continued)
  • OptoIC' s BIDI Transceivers Key Features
• Figure 3-64
  • OptoIC Transceiver
• Table 3-65
  • OptoIC BIDI Transceiver.
• Figure 3-66
  • OptoIC' s multi-rate fiber optics transceiver
• Figure 3-67
  • Lasermate Group High Performance Fiber Optical Transmission Components
• Table 3-68
  • Vendors of GPON Triplexers
• Table 3-68 (Continued)
  • Vendors of GPON Triplexers
• Table 3-69
  • GPON Chips and Vendor Products
• Figure 3-70
  • OneChip Photonics EPON FTTH OLT and ONU Transceivers
• Figure 3-71
  • Emcore 10Gb Transceivers
• Table 3-72
  • JDSU Erbium Doped Fiber Amplifiers Key Features
• Table 3-73
  • JDSU Erbium Doped Fiber Amplifiers Applications
• Table 3-74
  • JDSU AON Super Transport Blade Platform
• Figure 3-75
  • JDSU Pump Lasers
• Table 3-76
  • JDSU ROADM Based Network Changes -
• Table 3-76 (Continued)
  • JDSU ROADM Based Network Changes -
• Figure 3-77
  • JDSO Evolution of Optical Network Repeater to OADM to Roadm
• Figure 3-78
  • JDSU Tunable Transponder ROADAM High Bandwidth and Optical Amplifier
• Figure 3-79
  • JDSU' s PLC Fabrication Facility
• Table 3-80
  • Selected JDSU Optical Amplifier ADM and ROADM Product Lines
• Table 3-81
  • JDSU Shelf & Common Equipment
• Table 3-81 (Continued)
  • JDSU Shelf & Common Equipment
• Table 3-81 (Continued)
  • JDSU Shelf & Common Equipment
• Figure 3-82
  • Oclaro Optical Amplification Vertical Integration Positioning
• Figure 3-83
  • Oclaro Optical Component Heat Control Platform
• Table 3-84
  • Oasis ATM Latest Generation of EDFAs from Oclaro Avanex
• Table 3-85
  • Oclaro Avanex Dispersion Compensation Small Form Factor
• Figure 3-86
  • Oclaro ROADM Wavelength Management
• Figure 3-87
  • Oclaro Bookham MiNi Block Optical Amplifier
• Table 3-88
  • Oclaro MiNi Block Optical Amplifier Features
• Table 3-89
  • Oclaro MiNi Block Optical Amplifier Applications
• Table 3-90
  • Oclaro Optical Amplifier Custom Solutions Features
• Table 3-91
  • Oclaro Bookham VCSEL Portfolio Key Characteristics
• Table 3-92
  • Furukawa Electric Optical Amplifiers
• Table 3-92 (Continued)
  • Furukawa Electric Optical Amplifiers
• Table 3-92 (Continued)
  • Furukawa Electric Optical Amplifiers
• Figure 3-93
  • Furukawa Electric 36000 Series Optical Amplifier
• Table 3-94
  • Furukawa Electric 36000 Series Descriptions Optical Amplifiers
• Table 3-95
  • Furukawa Electric 36000 Series Optical Amplifier Features
• Table 3-96
  • Accelink Passive Optical Network (PON) Build Out Products
• Table 3-97
  • Accelink Optical Network Products
• Table 3-98
  • Accelink Passive Optical Network (PON) Build Out Products
• Table 3-99
  • Accelink Optical Network Products
• Table 3-100
  • TriQuint Semiconductor Modulator Drivers
• Table 3-101
  • TriQuint Semiconductor Amplifiers
• Table 3-102
  • TriQuint Semiconductor Control Products
• Table 3-103
  • TriQuint Semiconductor Transimpedance Amplifiers
• Table 3-104
  • JDSU Optical Amplifiers
• Figure 3-105
  • Photon x Optical Amplifiers
• Figure 3-106
  • Photon x C Band EDFA Optical Amplifiers Optical Properties
• Figure 3-107
• Photon x L Band EDFA Optical
  • Amplifiers Optical Properties
• Figure 3-108
  • Photon x C Double Clad EYDFA Optical Amplifier Properties
• Figure 3-109
  • Optical Communication Value Chain - Photon X Areas of Innovation
• Figure 4-1
  • Explosion of Protocols
• Table 4-1
  • 10G GPON Intermediate GPON Technology Development Equipment Vendor Support
• Table 4-3
  • GPON & WDM-PON Vendors
• Table 4-3 (Continued)
  • GPON & WDM-PON Vendors
• Table 4-3 (Continued)
  • GPON & WDM-PON Vendors
• Table 4-3 (Continued)
  • GPON & WDM-PON Vendors
• Table 4-3 (Continued)
  • GPON & WDM-PON Vendors
• Table 4-4
  • Motorola GPON Optical Network Terminal (ONT) Features
• Table 4-5
  • ONT Product-Portfolio Development Functions
• Figure 5-1
  • 3S Photonics R&D Role
• Figure 5-2
  • 3S Photonics Clean Room Manufacturing
• Table 5-3
  • Agilent Text Equipment
• Table 5-4
  • Alcatel-Lucent Businesses
• Table 5-5
  • Alcatel Lucent Positioning To Address The Utility-Telco Next Generation Broadband Technology
• Table 5-6
  • Avago Technologies Target Markets
• Table 5-7
  • Electrum Laboratory Functions
• Table 5-8
  • Emcore Market Drivers of CATV Business
• Figure 5-9
  • Emcore Business Units
• Figure 5-10
  • Emcore Telecom / Datacom Products
• Figure 5-11
  • Emcore Broadband Products
• Table 5-12
  • Emcore Video, Audio, Data Transport
• Table 5-13
  • Emcore ECX-7700 Series Key Features
• Figure 5-14
  • Finisar Parallel Optics
• Figure 5-15
  • Finisar Overview
• Table 5-16
  • Finisar Data Center Positioning to Support Improvement in Server Utilization
• Figure 5-17
  • Finisar World Class Manufacturing Capabilities
• Figure 5-18
  • Finisar Revenue Growth
• Figure 5-19
  • Finisar Revenue Trend
• Figure 5-20
  • Finisar 10-40 Gbps Quarterly Revenue Trend
• Figure 5-21
  • Finisar Segment Revenue
• Figure 5-22
  • Finisar Financial Statements
• Figure 5-23
  • Finisar Vertical Business Model
• Figure 5-24
  • Finisar, Optium Optical Component Product Customers and Overlap
• Figure 5-25
  • Fujitsu Optical Component
• Table 5-26
  • Fujitsu Optical Fujitsu Optical Components
• Table 5-27
  • Fujitsu Optical Component Applications
• Figure 5-28
  • Fujitsu Facilities
• Figure 5-29
  • Fujitsu Sales & Support World Wide
• Table 5-30
  • Fujitsu Optical Components Business Support Centers
• Table 5-31
  • Fujitsu Optical Components Sales Office
• Table 5-32
  • Fujitsu Products & Services
• Figure 5-33
  • Fujitsu Optical Component Applications
• Figure 5-34
  • Furukawa Company Group
• Figure 5-35
  • Furukawa Optical Parts
• Table 5-36
• GigOptix Product Updates
• Table 5-37
  • Huawei Contract Sales Increase 46% in 2008
• Figure 5-38
  • Huawei Five-Year Summary (next page)
• Table 5-39
  • JDSU Testing For Development And Field Deployment Of Storage Networks
• Figure 5-40
  • MRV Source Photonics Locatioons Worldwide
• Table 5-41
  • NeoPhotonics Technology Domain Expertise
• Table 5-42
  • NeoPhotonics Broad Spectrum Of Active And Passive Optical Components
• Figure 5-43
  • Newport Corporation Product Set
• Figure 5-43 (Continued)
  • Newport Corporation Product Set
• Table 5-44
  • Occam ONT Products
• Figure 5-45
  • Oclaro Advanced Photonics Positioning
• Table 5-46
  • Oclaro Advanced Photonics Positioning
• Table 5-46 (Continued)
  • Oclaro Advanced Photonics Positioning
• Table 5-47
  • Oclaro Positioning
• Figure 5-48
  • Oclaro / Bookham Revenue March 2009
• Figure 5- 49
  • Oclaro Competitive Platform
• Table 5-50
  • Photon-XR LLC Expertise For Athermal Arrayed Waveguide Gratings, Splitters, Couplers, Static Filters, And Tunable Filters
• Table 5-51
  • Santec Customers
• Figure 5-52
  • Sigma Quarterly Revenue Growth
• Figure 5-53
  • Sigma IP TV Customer Deployments
• Figure 5-54
  • Sigma Revenues by End Market
• Figure 5-55
  • Syntune Full C-Band Tunable Laser Module
• Table 5-56
  • TriQuint Semiconductor Partners