The third volume of CIR's Integrated
Optical Products Advisory Program is now available for purchase. The report
is one in a series that provides comprehensive coverage of the market for
integrated optical components. Whereas the previous two volumes have analyzed
and forecasted the markets for passive components such as optical switches and
OADMs, Volume III provides detailed market forecasts of active components such
as transmitters, receivers, transmission arrays, transceivers, transponders and
amplification products.
The next report in the series will examine the market opportunities for the
various optical integration material platforms such as silicon, silica, indium
phosphide (InP), lithium niobate (LiN), gallium arsenide (GaAs) and polymers.
The report will profile the leading suppliers using these materials and evaluate
both their product strategies and the strategic issues arising from their
choices of platforms.
Volume III quantifies the opportunities over the next four years for
manufacturers that employ various kinds of optical-integration processes to
build components products that are already or are likely to be used in telecom
and data communications. For our purposes this means coverage of components that
transmit, detect or amplify light, or some combination of these functions, as
shown below:
In addition to the primary focus of forecasting specific products and product
categories, materials platforms that are used for optical integration in the
actives space are also considered. This is because many optical integration
businesses today are being built around a particular materials platform in which
the firm has protected IP. Also, wherever appropriate, the forecasts are broken
out by the network segment in which the products are likely to be used, and
there is usually also a discussion of who the leading suppliers of each type of
product are and what materials/technology is likely to be used to build the
devices.
Finally, the markets that we consider in this report are all within the
telecom or datacom sectors. This would hardly have been worth commenting on
during the optical boom, since it was assumed that "optical
components" were synonymous with "optical telecommunications
components." However, in the past year components manufacturers have begun
to acknowledge that it could be many years before the telecom sector booms once
more and that areas outside of telecom are worth looking at for diversification.
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