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Home > Market Research > Business Services & Logistics > Optical Component
WinterGreen Research announces that it has a new study on optical component markets worldwide. The 2009 study has 669 pages, 231 Tables and Figures. Markets are poised to achieve significant growth as broadband is implemented from optical component capabilities. Use of the Internet as a vehicle of social networks to share pictures and videos, as a channel, as an enabler of the supply chain, and as accessible from the iPhone and other 4 G handheld mobile devices is creating demand for high speed optical network build-out.
At speeds of more than 1 Gbps, the ability of copper wire to transmit more than 300 meters is limited due to the loss of signal over distance as well as interference from external signal generating equipment. The proliferation of electronic commerce, communications and broadband entertainment has resulted in the digitization and accumulation of enormous amounts of data. Copper continues to be the primary medium used for delivering signals to the home and desktop because it is in place. The need to quickly transmit, store and retrieve large blocks of data across networks in a cost-effective manner has increasingly required enterprises and service providers to use fiber optic technology to replace copper for the transmission of data at higher speeds over greater distances and to expand the capacity, or bandwidth, of their networks. The data, audio, video, and VoIP applications and services using a network became actual, achieving real arrival of the broadband society. The Internet has brought change to retail buying and business life. The role of network has become increasingly important. Larger capacity and more efficient network is required. The optical network is spreading rapidly to core networks, to an enterprise network, to the access network, and to a telecom network. Datacom networks include storage and server networks, and the high-performance, high-efficiency and high-reliable optical components technology supports all these different types of networks. Optical components are leading-edge optical modules and optical devices that support the broadband, ubiquitous network. They contribute to consumer activities, social networking, and business by providing solutions for optical network construction. A PON is a point-to-multipoint, fiber to the premises network architecture in which unpowered optical splitters are used to enable a single optical fiber to serve multiple premises, typically 32-128. A PON consists of an Optical Line Terminal, or OLT, at the service provider’s central office and a number of Optical Network Units, or ONUs, near end users. A PON configuration reduces the amount of fiber and central office equipment required. The optical component markets are anticipated to expand to provide network capability that supports broader reach of information and productivity improvements for the enterprise. According to Susan Eustis, lead author of the study, “innovation drives changes in optical component technology, stimulating growth in every industry. Innovation depends on implementation of automated business process in every instance. Optical transceiver components and modules are used to build out broadband networks. In short order, the network speeds have increased from one gigahertz and below to 10 gigahertz, moving rapidly to 40 gigahertz for most broadband, and almost simultaneously to 100 gigahertz for highly utilized backbone transmission situations.” This has caused enormous disruption in the optical component markets as the technologies that work at one speed generally are not suitable for the next step up in speed. Market consolidation of the optical component business is proceeding apace. Acquisitions and partnerships form the base for market consolidation. As the Finisar/Optium merger leverages market advantage, many mergers have occurred and more mergers are likely to occur. Pressure for consolidation is likely to continue. The merger of Finisar (FNSR) and Optium (OPTM) puts these companies in a strong position because it implements consolidation of the market that increases unit volumes, decreases prices per component, and stimulates overall market growth because components are more affordable and can be used in more situations. Optical components markets at $3.8 billion in 2008 are expected to reach $11.3 billion by 2015. Demand for broadband Internet connectivity drives optical components markets. The markets are comprised of transceivers, optical amplifiers, passive, and active optical component technology. Report Methodology This is the 417th report in a series of market research reports that provide forecasts in communications, telecommunications, the internet, computer, software, and telephone equipment. The project leaders take direct responsibility for writing and preparing each report. They have significant experience preparing industry studies. Forecasts are based on primary research and proprietary data bases. Forecasts reflect analysis of the market trends in the segment and related segments. Unit and dollar shipments are analyzed through consideration of dollar volume of each market participation in the segment. Market share analysis includes conversations with key customers of products, industry segment leaders, marketing directors, distributors, leading market participants, and companies seeking to develop measurable market share. Over 200 in-depth interviews are conducted for each report with a broad range of key participants and opinion leaders in the market segment. About the Company WinterGreen Research, founded in 1985, provides strategic market assessments in telecommunications, communications equipment, health care, and advanced computer technology. Industry reports focus on opportunities that will expand existing markets or develop major new markets. The reports assess new product and service positioning strategies, new and evolving technologies, and technological impact on products, services, and markets. Market shares are provided. Leading market participants are profiled, and their marketing strategies, acquisitions, and strategic alliances are discussed. The principals of WinterGreen Research have been involved in analysis and forecasting of international business opportunities in telecommunications and advanced computer technology markets for over 30 years. About the Principal Authors Ellen T. Curtiss, Technical Director, co-founder of WinterGreen Research, conducts strategic and market assessments in technology-based industries. Previously she was a member of the staff of Arthur D. Little, Inc., for 23 years, most recently as Vice President of Arthur D. Little Decision Resources, specializing in strategic planning and market development services. She is a graduate of Boston University and the Program for Management Development at Harvard Graduate School of Business Administration. She is the author of recent studies on worldwide telecommunications markets and the Top Ten Telecommunications market analysis and forecasts. Susan Eustis, President, co-founder of WinterGreen Research, has done research in communications and computer markets and applications. She holds several patents in microcomputing and parallel processing. She is the author of recent studies of the Service Oriented Architecture (SOA) marketing strategies, Internet software, a study of Push to Talk Equipment, Worldwide Telecommunications Equipment, Top Ten Telecommunications, Digital Loop Carrier, Web Hosting, Business Process Management, Servers, Blades, the Mainframe as a Green Machine, and Application Server markets. Ms. Eustis is a graduate of Barnard College
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Table of Contents
Optical Component Executive Summary ES-1
Arrival Of Broadband Society ES-1
Optical Component Markets ES-3
Optical Component Market Shares ES-4
Optical Component Market Forecasts ES-6
Cost-Effective Deployment Of 40-Gbit/S
Transmission In Metro Networks ES-8
Nanoscale Structures for Optical Components ES-8
Optical Component Market Trend Analysis ES-10
Optical Components And Subsystems Challenge
Fiber Optics Companies to Achieve Innovation ES-10
NeoPhotonics Has Nanoscale Design, Materials,
Fabrication And Metrology ES-11
Optical Component Market Trends ES-11
Optical Technology Nanotechnology,
CMOS Silicon, and Polymer Breakthroughs ES-12
40Gig per second or 100 Gig per second ES-13
Component vs. Subassembly or Module ES-13
Move Away From Sonet / SDH to CWDM and DWDM ES-14
CFP interim standard vs. CXP standard ES-14
Wireless Network Upgrades and FTTx Network Upgrades ES-15
Cloud Computing ES-15
Multi-Technology To Support Different PON Technologies ES-17
GPON - Gigabit Passive Optical Network and
EPON Optical Network ES-17
Need for Fiber ES-18
Sonet / SDH Transmission Components Market Forecasts ES-18
1. Optical Component Market Description and
Market Dynamics 1-1
1.1 Optical Subsystems and Components 1-1
1.1.1 Service Providers Adopt Fiber Optic Technology 1-1
1.1.2 BT Service Provider PON Investment 1-5
1.1.3 Qwest To Deploy Network Capable of 100Gbps 1-7
1.1.4 Service Provider 100-Gigabit Ethernet from
Alcatel, Juniper , and Cisco Systems in 2010 1-8
1.1.5 Broadband GPON for Services Providers 1-9
1.2 Computer Networks Span The Globe 1-9
1.2.1 Data Networking Equipment Network LAN 1-10
1.2.2 SAN High-Speed Subnetwork 1-12
1.2.3 Parallel Optics Technologies For High-Capacity Interconnects 1-14
1.3 Metro Regional Network and the Last Mile Access Network 1-15
1.3.1 PON Configuration Reduces The Amount Of
Fiber And Central Office Equipment Required 1-16
1.4 Broadband Applications 1-18
1.5 Data Center And High-Performance-Computing Applications 1-20
1.6 GPON 1-25
1.6.1 Benefits of GPON Bringing Fiber to the Home (FTTH): 1-27
1.6.2 EPON GEPON (Ethernet PON) 1-28
1.6.3 WDM-PON 1-28
1.7 Nanotechnology Leverages Characteristics of
Different Shapes Of The Same Material 1-32
1.7.1 Different Shapes Of The Same Material Create
Different Characteristics 1-33
1.7.2 Vitesse and NeoPhotonics Embrace
Domains For Photonic Integrated Circuits 1-34
1.7.3 Optical Properties Integrated Into Technology 1-36
1.7.4 Nanotechnology For High Performance Optical Components 1-38
1.7.5 Nanoparticle Vapor Organic Dispersions 1-39
1.8 Nanoscale Structures for Optical Components 1-40
1.9 3-D Liquid Crystals 1-41
1.9.1 Tiniest Laser Since Its Invention 1-44
1.9.2 Photonic Crystal Communications 1-44
1.9.3 Different Materials To Achieve Different Wavelengths 1-44
1.9.4 Photonic Crystals 1-45
1.9.5 Nanolaser Key To Optical Computers 1-45
1.10 Market Consolidation - Acquisitions and Partnerships 1-49
1.10.1 Finisar/Optium Merger 1-49
1.10.2 Opnext Set To Acquire StrataLight Communications 1-52
1.10.3 Ignis Agrees To Acquire Syntune 1-52
1.10.4 Fujitsu Establishes Fujitsu Optical Components 1-52
1.10.5 Fujitsu Optical Components 1-52
1.10.6 Ikanos 1-53
1.10.7 Hitachi Telecom (USA) and Salira Systems 1-53
1.10.8 Enablence / Pannaway 1-54
1.10.9 LG-Nortel Acquired Novera Optics 1-54
1.10.10 Cambridge Industries Group / TXP 1-54
1.10.11 Source Photonics, formerly MRV (Luminent) 1-54
1.10.12 Sumitomo Electric Device Innovations U.S.A., Inc 1-55
1.10.13 Zhone Technologies 1-56
1.10.14 Motorola 1-56
1.10.15 Fujitsu Optical Components and Furukawa Electric 1-56
1.10.16 Aegis Lightwave Acquires AOFR and CardinalPoint Optics 1-57
1.10.17 Rohm Semiconductor / Oki Electric 1-57
1.10.18 JDSU Acquires Network Tools Business from Finisar 1-57
1.10.19 Occam Networks GPON ONTs 1-59
1.10.20 3S Photonics Holding In The Korean Company COSET 1-60
1.10.21 Merger of Helix and GigOptix, Merger of Lumera
and GigOptix, Advances Made by GigOptix 1-60
1.11 Cloud Computing And On-Line Video Streaming 1-61
2. Optical Component Market Shares and Market Forecasts 2-1
2.1 Optical Component Market Driving Forces 2-1
2.2 Optical Component Market Analysis 2-6
2.2.1 Optical Component Market Shares 2-7
2.2.2 Optical Component Market Forecasts 2-10
2.3 Optical Transceiver Market Shares and Forecasts 2-13
2.3.1 Optical Transceiver Components Market Shares 2-13
2.3.2 Optical Transceiver Communications Network
Market Forecasts 2-16
2.4 Optical Amplifier Markets 2-18
2.4.1 Optical Amplifier Markets Shares 2-18
2.4.2 Optical Amplifier Market Forecasts Worldwide 2-20
2.5 Optical Components And Subsystems Selected
Market Leaders and Thought Leaders 2-22
2.5.1 Finisar 2-22
2.5.2 JDSU 2-24
2.5.3 Oclaro: Bookham and Avanex Merge Into a
New Market Leader 2-25
2.5.4 Power Diode Lasers Market Shares 2-27
2.5.5 JDSU Telecom Modulators 2-27
2.5.6 JDSU ROADMs 2-27
2.5.7 Fujitsu 40G DPSK Receiver Pricing & Availability 2-28
2.5.8 Fujitsu Optical Components and
Furukawa Electric Jointly Develop Integrated Receivers 2-28
2.5.9 Fujitsu 2-29
2.5.10 Avago 2-29
2.5.11 Sumitomo Electric Industries, Ltd. And Anritsu
100-Gigabit Ethernet-Compatible Optical Interface 2-30
2.5.12 MRV / Source Photonics 2-30
2.5.13 MRV Communications / Source Photonics
Single-Fiber 10Gb/s SFP+ Transceivers 2-30
2.5.14 Emcore Transceivers / Receivers 2-31
2.5.15 NeoPhotonics' 2-31
2.5.16 Triquint RF High-Performance RF Modules,
Components And Foundry 2-32
2.5.17 Advanced Photonix 2-32
2.5.18 Photon-X® LLC Thin Film Technology 2-33
2.5.19 Aegis 2-34
2.5.20 Nortel 2-34
2.5.21 3S Photonics 2-35
2.5.22 Alcatel-Lucent 2-35
2.5.23 GigOptix Inc. 2-35
2.5.24 Luxtera CMOS Process Used To Create An
Array Of Complex Photonic Devices 2-37
2.6 Optical Component Market Trend Analysis 2-38
2.6.1 Optical Components And Subsystems Challenge
Fiber Optics Companies to Achieve Innovation 2-38
2.6.2 NeoPhotonics Has Nanoscale Design,
Materials, Fabrication And Metrology 2-38
2.6.3 Optical Component Market Trends 2-39
2.6.4 Optical Technology Nanotechnology,
CMOS Silicon, and Polymer Breakthroughs 2-40
2.6.5 40Gig per second or 100 Gig per second 2-41
2.6.6 Component vs. Subassembly or Module 2-41
2.6.7 Move Away From Sonet / SDH to CWDM and DWDM 2-42
2.6.8 CFP interim standard vs. CXP standard 2-42
2.6.9 Cloud Computing 2-42
2.6.10 Multi-Technology To Support Different PON Technologies 2-44
2.6.11 GPON - Gigabit Passive Optical Network and
EPON Optical Network 2-44
2.6.12 The Need for Fiber 2-45
2.7 Sonet / SDH Transmission Components Market Forecasts 2-45
2.8 Worldwide Transceiver Segments 2-47
2.9 Ethernet Transceiver Segment Market Forecasts 2-50
2.10 Fibre Channel Transceiver Market Forecasts 2-54
2.11 CWDM / DWDM Optical Transceiver
Segment Market Forecasts 2-56
2.11.1 Optoelectronics Dominated DWDM Component Value 2-58
2.12 Optical Interconnect Market Forecasts 2-58
2.13 PON and FTTx Optical Components 2-61
2.13.1 PON and FTTH Market Analysis 2-61
2.13.2 Wireless Network Upgrades and FTTx Network Upgrades 2-62
2.14 Transceivers By Type 2-68
2.14.1 SFP / SFP+ Transceiver Market Shares 2-68
2.14.2 XFP Transceiver Market Shares 2-70
2.15 CATV Transceivers Market Shares 2-71
2.15.1 Optical Component Nanotechnology 2-73
2.15.2 Active vs. Passive Optical Components 2-75
2.16 Wavelength Management 2-76
2.16.1 Wavelength Management Market Shares 2-76
2.17 AOC, Active Optical Cable 2-76
2.17.1 Broadband Market Drivers 2-77
2.17.2 Developments of GPON Technology 2-79
2.17.3 Network Traffic Growth 2-79
2.18 Pace of 40G System Development 2-80
2.18.1 Pace of 100G System Development 2-82
2.19 Optical Component Regional Markets 2-83
3. Optical Component Product Description 3-1
3.1 Optical Transceiver 3-1
3.1.1 Optical Transponders 3-5
3.2 Fiber Optic Transceivers - 3-5
3.2.1 Fiber Optic Transmitters 3-6
3.2.2 Fiber Optic Receivers - 3-7
3.2.3 Laser Optics, Heads and Beam Delivery Components - 3-7
3.2.4 Fiber Optic Linear Position Sensors - 3-7
3.3 Finisar 3-7
3.3.1 Finisar 40-Gbit/s Tunable DPSK Optical Transponder 3-11
3.3.2 Finisar Transmitters, Transceivers, and Transponders for
Datacom and Telecom Applications 3-14
3.4 Opnext Technologies Transceivers 3-20
3.4.1 Opnext Full Collaboration With Hitachi 3-20
3.4.2 Opnext 8 Gbit/s & 10 Gbit/s SFP+ Transceiver Modules 3-25
3.5 Sumitomo Electric Industries, Ltd. And Anritsu
100-Gigabit Ethernet-Compatible Optical Interface 3-31
3.5.1 Sumitomo Electric Jointly With Anritsu, Has An
Optical Interface Compliant With The 100-Gigabit Ethernet
Specifications (IEEE 802.3.ba Specifications) 3-31
3.5.2 Sumitomo Electric Development Of Optical
Interface Compatible With 100-Gigabit Ethernet 3-32
3.6 Fujitsu Optical Components / Furukawa Electric 3-33
3.6.1 Fujitsu Microelectronics 3G SAW-less Transceiver:
Multimode, Multiband UMTS/ GPRS/EDGE Solution 3-33
3.6.2 Fujitsu Optical Components and Furukawa
Electric Jointly Develop Integrated Receivers 3-33
3.6.3 Fujitsu Compact Integrated DPSK Receiver for
40Gbps Optical Networks 3-35
3.6.4 Fujitsu Optical Components 3-36
3.6.5 Fujitsu Optical Components Key Technology
Delay Line Interferometer And Balanced Receiver Integration 3-36
3.6.6 Fujitsu XENPAK MSA 10Gbps Transceiver 3-38
3.6.7 Fujitsu X2 MSA 10Gbps Transceiver 3-41
3.6.8 Fujitsu SFP MSA Transceiver 3-44
3.6.9 B-PON 3-48
3.6.10 10Gbps LiNbO3 External Modulator 3-52
3.6.11 Fujitsu 40Gbps Receiver Module 3-54
3.6.12 40G DPSK Receiver Module (FIM24101) 3-55
3.6.13 Fujitsu Optical Components and Furukawa
Electric Planar Lightwave Circuit (PLC) 3-56
3.6.14 Fujitsu Optical Components and Furukawa
Electric To Jointly Develop Integrated Receivers
For 40/100G Networks 3-58
3.6.15 Fujitsu Compact Integrated DPSK Receiver for
40Gbps Optical Networks 3-60
3.7 Avago 3-63
3.8 MRV Source Photonics 3-66
3.9 JDSU Leading Pluggable Optical Transceivers 3-71
3.9.1 JDSU Tunable Transmission Modules 3-72
3.9.2 JDSU Transceiver, OC-192, 10 GbE, 10 GFC,
XFP, 1550 nm, 40 km Reach 3-72
3.9.3 JDSU Ethernet/Fibre Channel Transceivers 3-76
3.9.4 JDSU SONET/SDH Transceivers 3-77
3.9.5 JDSU Components, Modules, and Subsystems for
Agile Optical Networks 3-77
3.10 Oclaro / Avanex SFF Tunable Transponder 3-78
3.10.1 Oclaro /Avanex Transmission Products 3-79
3.10.2 Oclaro Bookham SFP Transceivers 3-82
3.10.3 Oclaro Bookham Transmitters and Network Lasers 3-82
3.10.4 Oclaro Bookham Receivers 3-84
3.10.5 Oclaro Bookham Receiver Products 3-84
3.10.6 Oclaro Tunable Transmitter 3-86
3.11 NeoPhotonics Corporation 3-89
3.11.1 NeoPhotonics Active And Passive Optical Components 3-92
3.11.2 NeoPhotonics Transceivers 3-93
3.11.3 NeoPhotonics FTTH Target Market 3-95
3.11.4 NeoPhotonics Optical Transceiver Transmitters 3-99
3.11.5 NeoPhotonics Optical Transceiver Receiver 3-99
3.11.6 NeoPhotonics Optical Transceiver EEPROM 3-100
3.11.7 Oplink Transceivers 3-104
3.12 Oplink PON 3-105
3.12.1 Oplink Transmitters & Receivers 3-105
3.12.2 Triquint RF 3-110
3.13 JDSU Detectors/Receivers 3-112
3.13.1 JDSU Pluggable Optical Transceivers 3-115
3.13.2 JDSU Vertical Integration 3-115
3.13.3 JDSU Datacom Accessories 3-116
3.14 Vitesse Semiconductor Transceiver Integrated
Circuit VSC8479-01 3-116
3.14.1 Vitesse FTTX Ecosystem 3-117
3.14.2 Vitesse Semiconductor VSC8479-01 10G
Transceiver EPON Developing PON 3-118
3.14.3 Oki Electric Industries 3-119
3.14.4 Applied Optoelectronics Small Form-Factor
Pluggable Transceiver 3-119
3.14.5 Applied Optoelectronics Small Form-Factor
Pluggable Transceiver 3-120
3.15 OKI 3-120
3.15.1 Oki SemiL OL5191M transceiver 3-121
3.15.2 Oki 40Gbps Compound Semiconductors –
EML Driver IC DIE 3-125
3.16 Acon 3-126
3.17 OptoIC Transceiver 3-127
3.18 Tessera DigitalOptics Lens Array Technology for
Parallel Optic 3-133
3.19 LaserMate 3-135
3.20 Emcore Transceivers / Receivers 3-139
3.20.1 ONT Vendor Offerings 3-140
3.20.2 Triplexers & GPON Chips 3-140
3.21 Related menu starts here OneChip Photonics 3-144
3.21.1 OneChip Photonics SFF and SFP Devices for
OLTs and A Variety of SFF Modules for ONUs 3-145
3.22 Emcore 3-146
3.22.1 Emcore Transceivers 3-146
3.23 Optical Amplifiers 3-147
3.23.1 Optical Amplifiers / Erbium Doped
Fiber Amplifiers EDFA 3-147
3.23.2 JDSU Optical Amplifiers 3-148
3.23.3 JDSU EDFA, C, 17 dBm, GFF, Trans
Control, Variable Gain 3-148
3.23.4 JDSU's Agile Optical Amplifiers 3-148
3.23.5 JDSU Optical Amplifiers 3-150
3.23.6 JDSU Pump Lasers 3-151
3.23.7 JDSU ROADMs 3-153
3.23.8 JDSU Transport Layer and Amplifier 3-156
3.23.9 JDSU ROADM & Add/Drop Modules 3-158
3.23.10 JDSU ROADMs 3-159
3.23.11 JDSU WaveReady Service Provider Optical
Component Solutions: 3-159
3.24 Oclaro Optical Amplifiers 3-163
3.24.1 Oclaro Oasis? Adaptive Thermal Management 3-164
3.24.2 Ocelar Oasis Adaptive Thermal Management 3-166
3.24.3 Oclaro Avanex Amplification Products 3-168
3.24.4 Oclaro Avanex Dispersion Compensation Products 3-171
3.24.5 Oclaro Avanex Next Generation Chromatic
Dispersion Compensation Module 3-171
3.24.6 Oclaro Avanex Dispersion Compensation Products 3-172
3.24.7 Oclaro / Avanex Wavelength Management Products 3-174
3.24.8 Oclaro Bookham Optical Amplifiers 3-175
3.24.9 Oclaro MiNi Block Optical Amplifier 3-176
3.24.10 Oclaro Optical Amplifier Custom Solutions 3-180
3.24.11 Oclaro Bookham Pumps 3-181
Oclaro Bookham’s Subsystems 3-182
3.24.12 Oclaro Intelligent Optical Platform 3-183
3.24.13 Oclaro Bookham VCSELs 3-184
3.25 Furukawa Electric Optical Amplifiers 3-185
3.26 Accelink 3-191
3.26.1 Accelink Triplexers, Splitters, And Arrayed Waveguides 3-192
3.27 Oplink Optical Amplifiers 3-194
3.28 TriQuint Optical Amplifiers 3-195
3.28 JDSU EDFA Optical Amplifiers 3-198
3.29 Photon x Optical Amplifers 3-200
4. Optical Component Technology 4-1
4.1 CFP vs. CXP 4-1
4.1.1 CFP Form Factor 4-2
4.1.2 Finisar Opnext and Sumitomo Electric
Industries / Excelight Communications CFP 4-2
4.1.3 CFP MSA Form Factor Standard for
Pluggable 40Gb/s and 100Gb/s Optical Modules 4-4
4.1.4 CXP Form Factor 4-5
4.1.5 CXP GigOptix Long Reach And Ultra Long
Reach Drivers For Terrestrial And Undersea Optical Cable 4-6
4.2 IEEE802 Standards Bodies 4-6
4.2.1 ITU-T CWDM/DWDM Optical Wavelength Grids 4-7
4.2.2 100-Gigabit Ethernet (IEEE 802.3.ba Specifications) 4-8
4.3 ONT Management and Control Interface (OMCI) 4-9
4.4 WDM-PON Technologies 4-10
4.4.1 PON Progress 4-10
4.4.2 GPON and WDM-PON 4-11
4.4.3 10G GPON 4-12
4.5 Passive Optical Networks 4-13
4.5.1 APON, BPON, EPON and GPON 4-14
4.5.2 GPON & WDM-PON Equipment 4-14
4.6 ONTs & OLTs 4-19
4.6.1 GPON OLT and ONT Equipment 4-19
4.6.2 EPON 4-19
4.6.3 Symmetrical 10G EPON 4-20
4.6.4 RFoG Cable-Type PON Technology 4-20
4.7 Phase Modulation Minimizes Size And Power Of
40Gbps Transponders 4-21
4.7.1 Europe Scalable Advance Ring-Based Passive
Dense Access Network Architecture (SARDANA) 4-25
4.7.2 Fujitsu Optical Components Key Technology 4-27
4.8 FTTx Device Management 4-28
5. Optical Component Company Profiles 5-1
5.1 3S Photonics 5-1
5.1.1 3S Photonics Holding In The Korean Company COSET 5-2
5.1.2 3S Photonics Submarine Cable Network Market Forecasts 5-3
5.1.3 3S Photonics Growth Strategy 5-4
5.1.4 3S Photonics Product Portfolio 5-4
5.1.5 3S Photonics Industrial Leader In GaAs and
InP Optical Components 5-7
5.1.6 3S Photonics Datacom LANs and SANs 5-8
5.2 Accelink 5-9
5.3 ACON 5-9
5.3.1 Acon LED Lighting Products 5-11
5.4 Advanced Photonix 5-11
5.4.1 Advanced Photonix High-Speed Optical Receiver Products 5-12
5.5 Aegis Lightwave 5-13
5.5.1 Aegis Lightwave Acquires AOFR 5-14
5.5.2 Aegis Lightwave Acquires CardinalPoint Optics 5-14
5.5.3 Aegis Semiconductor Thin Films Combined
With Optical Interference Coatings 5-14
5.6 Agilent Technologies 5-15
5.6.1 Agilent Optical Component Solutions: 5-15
5.6.2 Agilent Design and Verification of
Components and Systems 5-16
5.6.3 Agilent's PXIT N2100B, N2101B and N2102B
Test Platform 5-18
5.6.4 Agilent Technologies Revenue. 5-19
5.7 Alcatel Lucent 5-20
5.7.1 Alcatel Lucent Positioning for Broadband Evolution 5-22
5.7.2 Alcatel-Lucent Fiber-To-The-User 5-23
5.8 API Nanotronics 5-24
5.8.1 ASE Group - Korea 5-25
5.9 Avago Technologies 5-25
5.9.1 Avago Technologies Distributors and Customers 5-26
5.9.2 Avago Technologies Outsourced Manufacturing Business 5-27
5.9.3 Avago Technologies % Net Segment Revenue 5-28
5.9.4 Avago Technologies Taken Public 5-30
5.9.5 31
5.10 Broadcom 5-34
5.10.1 Broadcom Intellectual Property (IP) 5-35
5.10.2 Broadcom Revenue 5-35
5.11 Electrum Laboratory 5-35
5.11.1 Electrum Laboratory Research and Development 5-37
5.11.2 Electrum Laboratory Production 5-37
5.12 Emcore 5-37
5.12.1 Emcore Transceivers 5-43
5.12.2 Emcore Revenue 5-46
5.13 Finisar 5-47
5.13.1 Finisar Revenue 5-51
5.13.2 Finisar Next-Generation Form Factors for 40Gb/s
and 100Gb/s Optical Links 5-51
5.13.3 Finisar Presence in China High-Volume
Manufacturing Facility 5-53
5.13.4 Finisar 50 GHz Wavelength Selection
Switch (WSS) With Dynamic Reconfigurability 5-55
5.13.5 Finisar 850nm Pigtailed Components for
Military and Aerospace Applications 5-57
5.13.6 Finisar / Optium 5-57
5.13.7 Finisar Fourth Quarter and Fiscal 2009 Revenue 5-62
5.13.8 Finisar Revenue 5-67
5.13.9 Finisar First Quarter Revenues 2010 5-69
5.13.10 Finisar / Optimum 5-70
5.13.11 Finisar, Optium Optical Component Product Overlap 5-74
5.13.12 Foxconn Technology Group / Ambit Microsystems 5-76
5.14 Fujitsu 5-76
5.15 Fujitsu Optical Component Products 5-78
5.15.1 Fujitsu Optical Components 5-78
5.15.2 Fujitsu Optical Modules 5-80
5.15.3 Fujitsu Sales, Manufacturing And Development
Of Optical Components 5-81
5.15.4 Fujitsu Optical Components Wholly Owned
Optical Module Subsidiary 5-88
5.16 Furukawa Electric 5-92
5.17 GigOptix 5-94
5.17.1 GigOptix Revenue Second Quarter of 2009 5-96
5.17.2 GigOptix Revenue By Geographic Region: 5-98
5.17.3 GigOptix Product Updates 5-98
5.17.4 Merger of Helix and GigOptix, Merger of
Lumera and GigOptix, Advances Made by GigOptix 5-100
5.17.5 GigOptix Third Quarter Outlook 5-101
5.18 Huawei 5-102
5.18.1 Huawei Key Network Technologies 5-105
5.18.2 Huawei Introducing R&D Management Models 5-105
5.18.3 Huawei Promotes Standardized, Component-Based
And Platform-Specific Management 5-106
5.19 Ignis 5-106
5.19.1 Ignis Group Revenue 5-107
5.19.2 Ignis Acquired Syntune AB 5-108
5.20 Ikanos Communications 5-110
5.21 JDSU 5-111
5.21.1 JDSU Revenue 5-111
5.21.2 JDSU Acquires Network Tools Business from Finisar 5-114
5.21.3 JDSU Strategic Benefits: 5-115
5.21.4 JDSU Network Tools Business 5-115
5.22 Luxtera 5-117
5.22.1 Luxtera Funded By Leading Venture Capitalists 5-118
5.22.2 Luxtera Active Optical Cable (AOC), Blazar 5-118
5.22.3 Luxtera CMOS Process Used To Create An
Array Of Complex Photonic Devices 5-120
5.22.4 Luxtera Project with Sun Microsystems and DARPA 5-121
5.23 MRV Communications 5-123
5.23.1 MRV Communications / Source Photonics 5-124
5.23.2 MRV Communications / Source Photonics
Brand for Luminent and Fiberxon 5-127
5.23.3 MRV Communications / Source Photonics
PON Transceiver Market Position 5-128
5.23.4 MRV Communications / Source Photonics
Tunable Transponder 5-130
5.23.5 MRV Communications / Source Photonics
Second Quarter 2009 Revenue 5-131
5.23.6 MRV Communications / Source Photonics 5-132
5.23.7 MRV Communications / Source Photonics /
Luminent, Inc., Passive Optical Components Division 5-132
5.24 NeoPhotonics 5-132
5.24.1 NeoPhotonics Has Nanoscale Design, Materials,
Fabrication And Metrology 5-133
5.24.2 NeoPhotonics Strong Performance 5-133
5.24.3 NeoPhotonics Products and Market 5-134
5.24.4 NeoPhotonics Products 5-135
5.24.5 NeoPhotonics Technology 5-135
5.24.6 NeoPhotonics Is Top Optical Component Supplier To
Huawei For The First Half Of 2008 5-138
5.24.7 Neophotonics Vertically Integrated Manufacturer 5-139
5.25 Newport Corporation & Spectra-Physics 5-140
5.25.1 Newport Corporation Revenue 5-141
5.25.2 Newport Corporation Photonics Instruments,
Fibers, and Components - Fiber Optic Components 5-143
5.26 Occam 5-145
5.26.1 Occam Networks Second-Quarter 2009 Results 5-146
5.26.2 Occam Highlights For The Second Quarter of 2009: 5-149
5.26.3 Occam GigE and GPON FTTP Delivers IPTV 5-149
5.26.4 Occam Target Markets 5-151
5.27 Oclaro 5-152
5.27.1 Oclaro: Bookham and Avanex Merge Into a
New Market Leader 5-153
5.27.2 Oclaro: Bookham / Avanex Strengthen Position In
Consolidating Sector 5-158
5.27.3 Oclaro / Avanex 5-158
5.27.4 Oclaro Revenue 5-159
5.27.5 Oclaro New Focus Business Transferred to
Newport Corporation 5-161
5.28 Oplink 5-163
5.28.1 Oplink Regional Revenues: 5-164
5.29 Opnext 5-167
5.29.1 Opnext Revenue 5-168
5.29.2 Opnext Formed Out of Hitachi 5-169
5.29.3 Opnext / StrataLight 5-169
5.30 Photon-X, LLC. 5-170
5.30.1 Photon-X 5-170
5.31 Princeton Optronics 5-173
5.32 Rohm Semiconductor / Oki 5-174
5.33 Rusnano 5-174
5.33.1 Rusnano Russian Corporation of Nanotechnologies 5-176
5.34 Santec 5-179
5.35 Sigma Blu-Ray & HDTV Opportunities 5-181
5.35.1 Sigma Revenue 5-187
5.36 Sumitomo 5-188
5.36.1 Sumitomo Optical Devices for FTTH Applications 5-188
5.36.2 Sumitomo Electric Industries CATV For
Integration Of Broadcasting And Telecommunications 5-189
5.36.3 SEI 5-190
5.36.4 Sumitomo Electric Industries / SEI 5-190
5.36.5 Sumitomo Electric Oversea Sales Subsidiaries of
Optical and Electronic Devices 5-191
5.36.6 Sumitomo Electric Device Innovations /
Excelight Communications, / Eudyna Devices 5-192
5.36.7 Sumitomo Electric Europe Ltd / Succeeds The
Business From Eudyna Devices 5-192
5.36.8 Sumitomo Electric Asia integrates with Eudyna Devices 5-193
5.36.9 Sumitomo Electric Device Innovations U.S.A., Inc 5-193
5.37 Syntune 5-195
5.38 Tessera 5-196
5.38.1 Tessera DigitalOptics Solutions 5-197
5.39 Triquint 5-198
5.39.1 Triquint Second Quarter 2009 Results 5-201
5.39.2 TriQuint Positioning 5-201
5.39.3 Triquint, Zte $50m Agreement 5-202
5.39.4 TriQuint Lead Researcher In A Multi-Year DARPA Program 5-202
5.40 Tyco Electronics 5-203
5.40.1 Unisem Malaysia 5-203
5.41 Vitesse 5-204
5.41.1 Vitesse Semiconductor Net Revenues by Geographic Area 5-206
5.41.2 Vitesse Debt 5-207
5.41.3 Vitesse Carrier Networking 5-207
5.41.4 Vitesse Enterprise Networking 5-208
5.41.5 Vitesse Non-Core 5-208
5.41.6 Vitesse Distribution 5-209
5.41.7 Vitesse Revenue 5-210
5.42 Yoshikawa Kogyo 5-211
5.43 Zhone Technologies 5-212
5.44 ZTE 5-213
List of Tables and Figures
Figure ES-1 ES-2
FTTH and Enterprise Access Network and
Core Network Use of Optical Components
Figure ES-2 ES-5
Worldwide Optical Component
Market Shares, Dollars, 2008, First Half 2009
Figure ES-3 ES-7
Optical Transceivers, Optical Amplifiers, and
Other Optical Components, Forecasts,
Worldwide, Dollars, 2009-2015
Table 1-1 1-2
Factors Affecting Carrier Capital Spending Patterns
Figure 1-2 1-3
FTTH and Enterprise Access Network and Core Network
Use of Optical Components
Figure 1-3 1-4
Connected Media Players
Figure 1-4 1-5
Home Entertainment Evolution
Figure 1-5 1-6
BT Capex Savings: Conventional FTTH vs. long reach PON
Figure 1-6 1-19
Enabling Broadband Infrastructure
Figure 1-7 1-20
Optical Component Business Drivers -- Bandwidth and Storage
Table 1-8 1-22
100G Market Segments: 100GE and 100G DP-QPSK (Long Haul)
Table 1-9 1-22
OIF major 100G initiatives
Figure 1-10 1-24
100 GbE Optical Device Evaluations
Figure 1-11 1-30
WDM-PON Integrated Network Configuration
Figure 1-12 1-39
Nanophase Technologies Organic Dispersions
In Polar And Non-Polar Organic Fluids
Figure 1-13 1-41
3-D Liquid Crystals
Figure 1-13 1-47
Finisar Liquid Crystal on Silicon LCOS ROADM
Table 1-14 1-48
Liquid Crystal on Silicon (LCOS) Technology Advantages
Figure 1-16 1-51
Finisar Optimum Merger Product Portfolio Extension
Figure 2-1 2-2
Optical Component Market Growth Factors
Figure 2-2 2-3
Growth in Traffic Crossing the AT&T Network
Table 2-3 2-4
Optical Component Market Driving Forces
Table 2-4 2-5
Server Virtualization Business Drivers
Impact on Optical Components
Figure 2-5 2-8
Optical Component
Market Shares, Dollars, Worldwide,
First Three Quarters 2009
Table 2-6 2-9
Optical Component
Market Shares, Dollars, Worldwide, 2008, First Half 2009
Figure 2-7 2-11
Optical Transceivers, Optical Amplifiers, and Other
Optical Components, Forecasts, Worldwide, Dollars, 2009-2015
Table 2-8 2-12
Optical Transceivers, Optical Amplifiers, and Other
Optical Components, Forecasts, Worldwide, Dollars, 2009-2015
Figure 2-9 2-14
Optical Component Transceiver / Transponder
Market Shares, Worldwide, Dollars, 2008
Table 2-10 2-15
Optical Component Transceiver / Transponder
Market Shares, Worldwide, Dollars, 2008,
First Three Quarters 2009
Figure 2-11 2-17
Optical Component Transceiver Communications
Segment Market Forecasts, Worldwide, Dollars, 2009-2015
Table 2-12 2-18
Optical Transceiver Shipments Market Forecasts,
Worldwide, Dollars,2009-2015
Figure 2-13 2-19
Optical Amplifier Market Shares, Worldwide, Dollars
2009-2015
Table 2-14 2-20
Optical Amplifier Market Shares
Worldwide, Dollars, 2008
Figure 2-15 2-21
Optical Amplifier Market Forecasts, Worldwide, Dollars,
2009-2015
Figure 2-16 2-23
Finisar Business Model Overview
Figure 2-17 2-26
Oclaro Competitive Positioning
Figure 2-18 2-46
Sonet / SDH Transceiver Segment Market
Forecasts Worldwide 2009-2015
Table 2-19 2-49
Worldwide Transceiver Segments
Market Forecasts 2009-2015
Figure 2-20 2-52
Ethernet Transceiver Segment Market
Forecasts, Worldwide, Dollars, 2009-2015
Figure 2-21 2-55
Fibre Channel Transceiver Segment Market
Forecasts, Worldwide, Dollars, 2009-2015
Figure 2-22 2-57
CWDM / DWDM Transceiver Segment
Market Forecasts, Worldwide, Dollars, 2009-2015
Figure 2-23 2-60
Optical Interconnects Transceiver Segment
Market Forecasts, Worldwide, 2009-2015
Figure 2-24 2-64
Fiber to the Home, Building or Premise FTTx
Transceivers Market Shares, Worldwide, Dollars, 2008
Figure 2-25 2-65
Fiber to the Home, Building, Premise (FTTx)
Transceiver Segment Market Forecasts,
Worldwide, Dollars, 2009-2015
Figure 2-26 2-66
Emerging Broadband Home Control
Figure 2-27 2-67
Emerging Broadband Home Control
Figure 2-28 2-69
SFP / SFP+ Transceiver Market Shares
Market Shares, Dollars, Worldwide, 2008
Figure 2-29 2-70
XFP Transceiver Market Shares, Worldwide, Dollars, 2008
Figure 2-30 2-71
CATV Transceivers Market Shares
Worldwide, Dollars, 2008
Table 2-31 2-72
Transceiver Type Market Forecasts, Worldwide, Dollars, 2009-2015
Table 2-32 2-74
Optical Component Module and Subsystem Categories
Table 2-33 2-75
Market Device Types of Optical Components
Table 2-34 2-78
Broadband Market Drivers
Table 2-35 2-80
Network Traffic Growth Factors
Table 2-36 2-81
Selected 40G System Developments
Table 2-36 (Continued) 2-82
Selected 40G System Developments
Figure 2-37 2-84
Optical Component Regional Market Segments,
Dollars, First Three Quarters 2009
Table 2-38 2-85
Optical Component Regional Market Segments,
First Three Quarters 2009
Figure 3-1 3-2
Transceiver Transponder Modulator Applications
Table 3-2 3-3
Optical Components Major Markets and Component Solutions
Figure 3-3 3-9
Finisar LAN SAN and Metro Optical transceivers
Figure 3-4 3-10
Finisar Product Positioning
Figure 3-5 3-12
Finisar Tunable Transceivers and Transponders
Figure 3-6 3-13
Finisar Tunable Transceivers and Transponders
Table 3-7 3-14
Selected Finisar 300 PIN Transponders and Transceivers
Table 3-7 (Continued) 3-15
Selected Finisar 300 PIN Transponders and Transceivers
Table 3-7 (Continued) 3-16
Selected Finisar 300 PIN Transponders and Transceivers
Table 3-7 (Continued) 3-17
Selected Finisar 300 PIN Transponders and Transceivers
Table 3-7 (Continued) 3-18
Selected Finisar 300 PIN Transponders and Transceivers
Table 3-7 (Continued) 3-19
Selected Finisar 300 PIN Transponders and Transceivers
Table 3-7 (Continued) 3-20
Selected Finisar 300 PIN Transponders and Transceivers
Table 3-8 3-21
Opnext Technologies 40G VSR Transceivers
Table 3-9 3-22
Opnext Technologies 40G PSBT Transceivers
For full details, please email keithw@cmsinfo.com
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