Optical Transceiver - Market Opportunities, Strategies, and Forecasts, 2005 to 2011

Table of Contents

OPTICAL TRANSCEIVER MARKET EXECUTIVE SUMMARY

1. OPTICAL COMPONENT MARKET DYNAMICS AND MARKET DESCRIPTION

• 1.1 Transmission And Reception Of Optical Signals
  • 1.1.1 Optical Networking Industry
  • 1.1.2 CATV Optical Components
  • 1.1.3 Telecommunications Optical Components
  • 1.1.4 Data And Storage Optical Components
  • 1.1.5 Fiber optic Communications Systems
• 1.2 Integrated-Optics
  • 1.2.1 Passive Integrated Products
  • 1.2.2 Strong Demand For Power Consumption Reduction
• 1.3 Push To Develop Terabit-Class Optical Communications Systems
  • 1.3.1 ESCON, Fibre Channel, and Gigabit Ethernet
  • 1.3.2 WDM Within The Corporate Network/SAN Segments
  • 1.3.3 Multiplexer
  • 1.3.4 Demultiplexer
  • 1.3.5 Full-Rate / Half-Rate Clocking
  • 1.3.6 WDM: Wavelength-Division Multiplexing
  • 1.3.7 Optical Transmission Interfaces
  • 1.3.8 Optical Transmission Multi-Source Agreements
  • 1.3.9 Compatible TOSA/ROSA Standards
  • 1.3.10 Intelligent Photonic Solutions
• 1.4 Industry Environment
  • 1.4.1 Fiber Optic Component Market Growth Factors
  • 1.4.2 Fiber Optic Comp onent Network Market Financing Factors
  • 1.4.3 Demand For Network Capacity Is Growing
  • 1.4.4 Telecommunications Industry Will Ultimately Improve
• 1.5 Industry Description
• 1.6 Optical Networking Success Factors
• 1.7 Companies That Purchase Optical Components
• 1.8 Products As Basic Building Blocks
  • 1.8.1 Active Components
  • 1.8.2 Passive Components
  • 1.8.3 Semi-Custom-Order Business Model
  • 1.8.4 Components And Modules As Building Blocks
  • 1.8.5 Optical Networks
  • 1.8.6 Product Categories
• 1.9 DWDM Systems
  • 1.9.1 DWDM Architecture
  • 1.9.2 Modular Fiber Optic Components
  • 1.9.3 Long-Distance Optical Transport Components
• 1.10 Technology For Transition
  • 1.10.1 Integrated Optics
  • 1.10.2 Evaluation Units
  • 1.10.3 Next -Generation Optical Network Infrastructure

2. OPTICAL TRANSCEIVER MARKET OPPORTUNITIES AND MARKET FORECASTS

• 2.1 Optical Transceiver Market Driving Forces
  • 2.1.1 Fabrication Of Optical Transceivers Highly Complex And Precise Process
• 2.2 Optical Transceiver Market Forecasts and Market Shares
• 2.3 Optical Transceiver, Receiver, And Transmitter Market Forecasts
• 2.4 Optical Transceiver Applications and Customers
• 2.5 Optical Transceiver Customers and Target Markets
• 2.6 Optical Transceiver Products
  • 2.6.1 Micrel Optical Transceivers
  • 2.6.2 Micrel MIC86x Op Amps
• 2.7 Linear Technology
  • 2.7.1 Micrel Attains Certification For Wafer Fab Environmental Management System

3. OPTICAL TRANSCEIVER COMPANY PROFILES

• 3.1 Avnet Electronics Marketing
• 3.2 Linear Technology
• 3.3 Maxim
  • 3.3.1 Maxim Net Revenues
• 3.4 Micrel
  • 3.4.1 Micrel Radio Frequency Data Communications
  • 3.4.2 Micrels Strategy
  • 3.4.3 Micrel USB Transceiver for Wireless Devices
  • 3.4.4 Micrel Revenues
• 3.5 Microchip
  • 3.5.1 Microchip Technology
  • 3.5.2 Microchip Revenue
  • 3.5.3 Microchip Analog and Interface Products
• 3.6 National Semiconductor
  • 3.6.1 National Semiconductor Strategy
  • 3.6.2 National Semiconductor Focus On High Growth Markets
  • 3.6.3 National Semiconductor Competition
  • 3.6.4 National Semiconductor Net Sales

4. OPTICAL COMPONENT MARKET OPPORTUNITIES AND MARKET FORECAST OVERVIEW

• 4.1 Optical Component Competitive Positioning
  • 4.1.1 Optical Components Industry Has Been Forced To Consolidate
  • 4.1.2 Optical Component Industry Consolidation
  • 4.1.3 Avanex
  • 4.1.4 Bookham
  • 4.1.5 JDS Uniphase
  • 4.1.6 Emcore Corporation Acquired Agere Systems Optoelectronics Business
  • 4.1.7 Triquint Semiconductor
  • 4.1.8 Other Optical Component Companies
  • 4.1.9 Optical Component Competitive Environment
  • 4.1.10 Optical Component Business
• 4.2 Evolution Of The Optical Network
  • 4.2.1 Need For Optical Component Quality And Reliability
• 4.3 Optical Component Market Conditions
  • 4.3.1 Optical Component Market Dynamics
  • 4.3.2 Price-Driven Competition
  • 4.3.3 Industries Deploying Fiber Optic Components And Modules
• 4.4 Key Elements Of Optical Component Business Strategy
• 4.5 Optical Market Overview
  • 4.5.1 Bandwidth Management
  • 4.5.2 Wavelength Monitoring
  • 4.5.3 Market Demand
• 4.6 Fiber Optic Components And Subsystems Market Participants
  • 4.6.1 Optical Co mponent Market Shares
  • 4.6.2 Avanex
  • 4.6.3 Bookham
  • 4.6.4 Emcore
  • 4.6.5 NEC
  • 4.6.6 DiCon
  • 4.6.7 Opnext
• 4.7 Fiber Optic Components And Subsystems Market Forecasts
  • 4.7.1 Fiber Optic Components And Subsystems Market Shares
• 4.8 Market Demand
  • 4.8.1 Optical Component Competitive Positioning
• 4.9 Summary Optical Component Forecasts
  • 4.9.1 Optical Component Market Factors
  • 4.9.2 Optical Component Market Driving Forces
  • 4.9.3 Optical Component Market Segments Optical Component Market Forecasts
  • 4.9.4 Optical Component Segment Market
  • 4.9.5 Metro DWDM and CWDM Market Forecast, Ports
• 4.10 Lighting Dark Fiber
  • 4.10.1 All-Optical Network
  • 4.10.2 Optical Metro Markets
  • 4.10.3 Redefining Network Configuration
  • 4.10.4 Impact of High Speed Networks
  • 4.10.5 Dense Wavelength Division Multiplexing (DWDM)
  • 4.10.6 Dense Wavelength Division Multiplexing Capacity
  • 4.10.7 Multiplexing Family
  • 4.10.8 Transceiver And Transponder Module Market Forecasts
  • 4.10.9 Optical Amplification
  • 4.10.10 Integrated Processing Power
  • 4.10.11 Segmentation Of The Op tical Amplifier Communications Network
  • 4.10.12 Dispersion Management
  • 4.10.13 Reduce The Number Of Suppliers
  • 4.10.14 Metro Optical Networks
• 4.11 Tunable Laser Market Analysis
  • 4.11.1 Tunable Lasers
  • 4.11.2 Tunable Laser Market Participants
  • 4.11.3 Agility Communications
  • 4.11.4 Fujitsu
  • 4.11.5 Tunable Laser Market Shares
  • 4.11.6 Tunable Laser Market Forecasts
  • 4.11.7 Tunable Lasers Market Forecasts
  • 4.11.8 Tunable Laser Demand
  • 4.11.9 Tunable Laser Market Growth Factors
• 4.12 Photonic Integrated Circuit (PIC) Market Forecast
• 4.13 Increase In Bandwidth Demand
  • 4.13.1 Optical Switching
  • 4.13.2 Changing Internet Traffic Patterns
  • 4.13.3 Data Traffic
• 4.14 Optical Component Testers
• 4.15 Regional Analysis
• 4.16 DWDM Regional Analysis
  • 4.16.1 Optical Component Regional Markets

List of Tables and Figures

OPTICAL TRANSCEIVER MARKET EXECUTIVE SUMMARY

• Table ES-1 Optical Transceiver Market by Industry
• Figue ES-2 Worldwide Optical Transceiver Industrial and Military Market Shares, Shipment Dollars, 2004
• Figue ES-3 Worldwide Optical Transceiver, Receiver, and Transmitter Commercial and Military Market Forecast Dollars, 2005-2011

OPTICAL TRANSCEIVER MARKET DYNAMICS AND MARKET DESCRIPTION

• Table 1-1 Selected Communications Market Participants
• Table 1-2 Integrated Optics In Active Components
• Table 1-3 Passive Integrated Product Platforms
• Table 1-4 Passive Integrated Product Products
• Table 1-5 MSA Compatible TOSA/ROSA Standards
• Table 1-6 Optical Component Product Qualification Process
• Table 1-7 Fiber Optic Component Market Growth Factors
• Table 1-8 Fiber Optic Component Network Market Financing Factors
• Table 1-9 Telecommunications Industry Market Growth Factors
• Table 1-10 Internet Traffic Broadband Content
• Table 1-11 Public Telecommunications Network Market Driving Forces
• Table 1-12 Fiber Optic Network Characteristics
• Table 1-13 Optical Networking Success Factors
• Table 1-14 Telecommunications And Cable Television Equipment Providers
• Table 1-15 Fiber Optic Component Market Driving Forces

OPTICAL TRANSCEIVER MARKET OPPORTUNITIES AND MARKET FORECASTS

• Table 2-1 Optical Transceiver Market Competitive Factors
• Table 2-2 Competitive factors in the embedded control market
• Table 2-3 Maintaining Or Reducing Cost Of Optical Transceivers
• Figue 2-4 Worldwide Optical Transceiver Industrial and Military Market Shares, Shipment Dollars, 2004
• Table 2-5 Worldwide Optical Transceiver Industrial and Military Market Shares, Shipment Dollars, 2004
• Table 2-6 Worldwide Optical Transceiver Automotive Market Shares, Shipment Dollars, 2004
• Figue 2-7 Worldwide Optical Transceiver, Receiver, and Transmitter Commercial and Military Market Forecast Dollars, 2005-2011
• Table 2-8 Worldwide Optical Transceiver, Transmitter, Receiver Automotive, and Military Market Forecast, Shipments, Dollars and Units, 2005-2011
• Table 2-9 Worldwide Optical Transceiver, Transmitter, Receiver Commercial, and Military Market Forecast, Shipment Segments, Dollars, 2005-2011
• Table 2-10 Market Shares Transceiver, Receiver, and Transmitter 1999-2006
• Table 2-11 Backplane Transceiver Market Shipment Segment Analysis, Worldwide, Dollars, 2004-2009
• Table 2-12 Optical Transceiver Industry and Typical Application
• Table 2-13 End Applications/Products Example Product Families
• Table 2-14 Optical transceiver embedded control systems applications
• Table 2-15 Optical Transceiver OEM and Customer Markets
• Table 2-16 Micrel Optical Transceiver Functions
• Table 2-17 Micrel MIC86x Op Amps Features

OPTICAL TRANSCEIVER COMPANY PROFILES

• Table 3-1 Micrel Strategy
• Table 3-2 National Semiconductor High Growth Markets

OPTICAL COMPONENT MARKET OPPORTUNITIES AND MARKET FORECAST OVERVIEW

• Table 2-1 Optical Networking System Market Segments
• Table 2-2 Industries Deploying Fiber Optic Components And Modules
• Table 2-3 Key Elements Of Optical Component Vendor Business Strategy
• Table 2-4 Active Optical Component Market Demand
• Table 2-5 Active Optical Component Products
• Table 2-6 Passive Optical Component Products
• Table 2-7 Typical Optical Network Principal Systems
• Table 2-8 Principal Competitors In The Fiber Optic Components And Subsystems Market
• Figue 2-9 Worldwide Optical Component Market Shipments, Dollars, 2003
• Table 2-10 Worldwide Optical Component Market Shares, Dollars, 2003
• Table 2-11 Worldwide Optical Component Segments, Active and Passive, 2003
• Table 2-12 Worldwide Optical Component Segments, Active and Passive, 2009
• Table 2-13 Worldwide Optical Component Shipment Forecasts Market Segments, Dollars, 2004-2009
• Table 2-14 Worldwide Optical Component Shipment Forecasts Market Segments, Dollars, 2004-2009
• Table 2-15 Significant Requirements Among Optical Component Users
• Table 2-16 Optical Component Market Trends
• Table 2-17 Optical Component Market Issues
• Table 2-18 Optical Component Market Driving Forces
• Figue 2-19 Worldwide Optical Component Shipments, Dollars, 2003-2009
• Table 2-20 Worldwide Optical Component Shipments Market Forecasts, Dollars, 2004-2009
• Figue 2-21 Worldwide DWDM Optical Components, Shipments, Dollars, 2004-2009
• Figue 2-22 Worldwide DWDM Optical Components, Shipments, Units, 2004-2009
• Figue 2-23 Worldwide DWDM Optical Components, Shipments, Prices in Dollars 2004-2009
• Table 2-24 Worldwide DWDM Optical Component Shipments Market Forecasts, Dollars, 2004-2009
• Figue 2-25 Global Long Haul DWDM Market Forecasts, Ports, 2003-2008
• Figue 2-26 Global Metro DWDM Market Forecasts, Ports, 2003-2008
• Figue 2-27 Global CWDM Market Forecasts, Ports, 2003-2008
• Figue 2-28 Global DWDM Market Forecasts, Ports, 2003-2008
• Table 2-29 Worldwide DWDM Market Forecasts, Ports, 2003-2008
• Table 2-30 Worldwide Metro DWDM and CWDM Market Forecasts, Ports, 2003-2008
• Table 2-31 Impact of Optical Switching on IP Transport Speeds
• Table 2-32 Worldwide Optical Component Shipments Receivers, Transmitters, and Transceivers Market Forecasts, Dollars, 2003-2009
• Table 2-33 Worldwide Optical Amplifier Shipment Market Forecasts, Dollars, 2003
• Table 2-34 10-Gbps Technologies
• Table 2-35 10-Gbps value chain
• Table 2-36 10-Gbps Active Optics Component And Subsystems Products
• Table 2-37 Segments Of The Network
• Table 2-38 Business Uses of the Internet Driving Broadband Markets
• Table 2-39 Consumer Uses Of The Internet Driving Broadband Markets
• Figue 2-40 Worldwide Tunable Laser Shipment Market Shares, Dollars, 2003
• Table 2-41 Worldwide Tunable Laser Market Shares, Dollars, 2003
• Table 2-42 Tunable Laser Specifications Required By Long-Haul 10-Gbit/Sec System
• Figue 2-43 Worldwide Tunable Laser Market Forecast, Shipments, Dollars, 2003-2009
• Table 2-44 Worldwide Tunable Laser Shipment Market Forecasts, Dollars, 2003
• Table 2-45 Reasons Tunable Lasers Replace Fixed Wavelength Lasers
• Table 2-46 Tunable Laser Competitive Advantage Market Factors
• Table 2-47 Tunable Laser Market Growth Factors
• Table 2-48 Systems Used To Achieve Fiber Optic Scalability
• Table 2-49 Worldwide DWDM Market Forecasts, Percent, By Region, 2003-2008
• Table 2-50 Worldwide DWDM Market Forecasts, Dollars, By Region, 2003-2008
• Table 2-51 Worldwide Optical Component Shipments By Region, Dollars, 2003
• Table 2-52 Worldwide Optical Component Shipments By Region, Dollars, 2009