NEW - LightCounting OFC/NFOEC 2009 Show Report (April 2009)

$995 (USD) per report for non-LightCounting subscribers.

FREE to LightCounting subscribers with your 2009 LightCounting Subscription.

"With component companies focusing their R&D dollars and wary of expensive and uncertain future development efforts," says Scott Schube, Senior Analyst and Strategist at LightCounting, "system vendors likely will need to offer explicit and implicit partnership and exclusivity arrangements in order to lure investment into next-generation 40G and 100G component technologies."

As the optical networking industry grapples with its second major economic downturn of the decade, industry professionals gathered in San Diego for the biggest component technical and trade show of the year. LightCounting was there to cover the action with an eye on the big questions like:

• What new products were unveiled at OFC/NFOEC?
• What general trends are emerging?
• How did recent M&A activity and cutbacks manifest themselves at the show?
• Which companies are investing in new 40G and 100G technologies?
• What does OFC/NFOEC activity tell us about the road ahead for optics?

The full 27-page report contents include:

• · An analysis of key questions facing the industry, including the ones above, and the implications that new product introductions and developments at the show have for these issues.
• A full summary of the OSA Executive Forum with a detailed review of panel discussions, including talks from top executives at leading system and component vendors.
• A tradeshow summary containing detailed notes on new product introductions and company and technology news from the show, including 40G and 100G, tunables, ROADMs, FTTx, parallel optics, SFP+, higher-speed Ethernet, 16x Fibre Channel, test and measurement and more.

Companies covered in the report include Cisco, Fujitsu, Verizon, Qwest, NTT, Comcast, Infinera, Source Photonics, Fitel, Avanex, Avago, JDSU, Tejas Networks, Nistica, Opnext, Emcore, Enablence, Ofidium, Nortel, Finisar, NEL, SOCC, Optoplex, Picometrix, NeoPhotonics, O-Net, Sierra Monolithics, Core Optics, GigOptix, Micram, InPhi, Santur, Emcore, Excelight, Optoway, CoAdna, Vitesse, Broadway Networks, OFS, Corning, ClariPhy, Bookham, Proximion, AMCC, 3S Photonics, Broadcom, USConnec, Timbercon, Gennum, Hitachi Cable, Luxtera, Alight, Optametra, Luna Technologies, Anritsu, Aragon Photonics, Agilent, Luceo, Tektronix, Synthesis Research, and OE Solutions, to name a few...

Sections:

1. OSA Executive Forum Summary - Panel Discussions, Q&A summaries, LightCounting's Key Observations
2. OFC/NFOEC Trade Show - LightCounting's Analysis & Perspectives
   

1.) OSA Speakers & Panel Discusions - LightCounting Highlights

• Keynote: Suraya Panditi, VP and GM Access and Transport, Cisco
• System provider panel (“Successful Strategies for Supporting Bandwidth-Intensive Applications”)
  • Stephen Carlton, VP of Planning and Product Management at Fujitsu Network Communications
  • Stuart Elby, VP of Network Architecture at Verizon Networks
  • Joseph P. Huggins, Director of Access and Transport Technology Management at Qwest Communications
  • Kou Miyake, Director of NTT Service Integration Laboratorie
  • Vik Saxena, Director of Network Architecture at Comcast Cable
  • David Welch, Chief Marketing and Strategy Officer at Infinera
  • System Panel Q&A
• Optical component vendor panel (“Optical Components: Technology for New Business Strategies”)
  • Near Margalit, CEO of Source Photonics
  • Haruki Ogoshi, VP of Fitel (a division of Furukawa Electric Co., Ltd.),
  • Giovanni Barbarossa, CEO of Avanex
  • Fariba Danesh, VP and GM of the Fiber Optic Products Division of Avago
  • Alan Lowe, President of Communications and Commercial Optical Products at JDSU
  • OC Panel Q&A
• Stimulus Keynote: Ryan Limaye, Head of Communications/Technology Investment Banking, Goldman Sachs & Co.
• Emerging markets panel (“How to Increase Profits Through Market Expansion”)
• Laura Howard, Chief Marketing Officer of ECI Telecom
• Harmeet Singh, VP of Business Development and Marketing at Tejas Networks
• George Sun, CEO of ZTE USA
• Ashish Vengsarkar, CEO of Nistica
• M&A panel (“Bold Moves and the M&A Stories Behind Them”)
  • Harry Bosco, President and CEO of Opnext
  • Hong Hou, CEO of Emcore
  • Arvind Chhatbar, CEO of Enablence
  • M&A Panel Q&A

2.) OFC/NFOEC Tradeshow Report - New product introductions, trends and implications

Telecom Components

• 40G and 100G - Technical Approaches and Standards
  • Systems
  • Transceiver
  • Modulators
  • Receivers
  • Passives
  • ICs
• Tunables
  • Components
  • Transceivers
• Fixed-wavelength WDM
• ROADMs
• FTTx
  • Cabling
• Extended transmission reach
• Other products:
  • Framers
  • Integrated WDM Tx/Rx
  • Pump lasers

Datacom Components

• Existing markets
  • Parallel optics
  • SFP+
  • 10G PHY ICs
• Higher speed Ethernet: 40GbE and 100GbE
  • Transceivers
  • ICs
  • Optical connectors
• 16x Fibre Channel
• Active cables
• 10GBASE-T
• Other trends and products

Test and measurement

Alternate optical markets and applications

• Computing interconnect
• HD video transport

Figures:

• Figure 1. JDSU tunable XFP module. Source: JDSU
• Figure 2. Santur 12 x 10G WDM transceiver. Source: Santur
• Figure 3. Avago QSFP modules. Source: Avago
• Figure 4. Hitachi Cable 120G active optical cable. Source: Hitachi Cable
• Figure 5. Optametra’s Coherent Lightwave Signal Analyzer. Source: Optametra
• Figure 6. High-density optical module from Fitel. Source: Fitel