Abstract
As networks are implemented for triple play, they become complex, driving the
need for fast transport based on optics. Manufacturers of communications and
computer equipment are increasingly value the ability to provide integrated
solutions for both opto-electronic components and integrated circuits.
Growing capabilities in combining opto-electronic components and integrated
circuits into single products position the market for rapid growth.
Competitors seek to offer manufacturers of communications equipment a broad
portfolio of opto-electronic components that are designed to operate together
to create integrated solutions. Companies participating in the optical
component industry are combining multiple devices into single products, often
referred to as modules, to deliver to customers functions traditionally
performed by a number of separate opto-electronic devices.
Integrated product offerings combine integrated circuits and supporting
software as part of a complete solution. Advanced system-on-a-chip
capabilities allow users to integrate, on a single integrated circuit,
multiple functions that required multiple integrated circuits.
Optical components serving the 10 Gbps space are not the only products needed.
The 2.5 Gbps space is very attractive, with 40 Gbps to make an appearance this
year in 2006. The main application dynamics are optical systems used with
high-speed transmitters that are required to transmit longer distances.
The actual assembly of transmitters and boards will trend to the Asian region
over the forecast period. Regional variation is significant in this market
evolution with the underdeveloped countries choosing the least expensive
components and the more developed regions adopting components that support
agile, flexible network upgrades.
A transponder is used in an optical network to transmit and receive optical
signals. Integrated solutions bring key benefits to manufacturers of
communications and computer equipment, such as improved product performance,
reduced product size and cost, and decreased time -to-market.
Competitive alternative solutions to Electro-optical (E-O) including
Electroabsorption (E/A), Indium Phosphide (InP) and Mach-Zehnder (M-Z)
modulator integration and standalone solutions are being developed.
Customers benefit by having the ability to purchase a broad array of products
and solutions from a single supplier. Optical component companies seek to
develop more integrated products and solutions that capitalize on experience
in both opto-electronic components and integrated circuits.
As the complexity of optical networks increases, integrating more optical
components into network equipment enhances network performance. Equipment
suppliers are coming to prefer to rely on optical component manufacturers that
possess technical expertise and knowledge across a broad range of components,
and are able to efficiently integrate multiple component types into a custom
solution.
Consequently telecommunications equipment suppliers seek to streamline vendor
qualification procedures and concentrate volume purchases. Vendors may choose
to use fewer components providing strategic advantage to market leaders.
The converged voice / data applications mean that the voice networks
transition to data networks that now include video transport. Optical
component worldwide markets at $2.9 billion are expected to reach $7.6 billion
by 2012. Integrated optical components include amplifiers, lasers, receivers,
transmitters, and transceivers and transponders.
Integrated optical components include amplifiers, lasers, receivers,
transmitters, and transceivers and transponders. Markets are growing in
response to the need to have more efficient networks that are high speed and
agile. Flexibility and re -configurability are aspects of optical based
networks.
Companies Profiled
Market Leaders
- JDSU
- Finisar
- Avago Technologies
- Sumitomo
Market Participants
- Agere
- Avanex
- Colibrys
- CyOptics
- Emcore
- Fujitsu
- NEC
- Oki Optical Components
- Opnext
- Sin Yu
- WaveSplitter Technologies
- Altera
- Bookham
- Corning
- DiCon Fiberoptics
- Firecomms
- Mitsubishi Electric
- NeoPhotonics
- OpLink
- Optium Corporation
- TriQuint
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