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Integrated Optical Devices

Silicon Photonics’ Share of Market Increases and Startup Funding Continues

May 2019- $5,000

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Abstract

The potential impact of photonic integration on the optical communications market has
captivated the imagination of the industry for the last two decades. Recent successes by
vendors in developing products using silicon photonics (SiP) integration technology has led to
several mergers and high-value acquisitions in 2012-2018. Sales of SiP-based products started
to ramp in 2014 and reached close to $1 billion in 2018 – up by 18% from 2017 – pretty
impressive considering that SiP products account for only one percent of transceiver units
shipped globally.

It is clear by now that optical integration technologies, including SiP, are having a very
significant impact on the market. The question is whether SiP-based products can replace those
made from more mature indium phosphide (InP) and gallium arsenide (GaAs) materials, which
dominated the market over the last decade and already enable a variety of integrated products.
Can SiP technology reduce manufacturing cost of optics or redefine business models of
suppliers? Can it enable new functionality or reduce power consumption of optical connectivity
by more than a factor of 10? These and many other questions are addressed in this study.

This report provides an in-depth analysis of the impact made by integration on the market for
optical transceivers and related components in 2010-2018. It also presents a forecast for
shipments and sales of discrete and integrated products based on InP, GaAs and SiP
technologies for 2019–2024. The forecast is segmented by main applications, including
Ethernet, WDM, Active Optical Cables (AOCs) and Embedded Optical Modules (EOMs) and a
few others. Products are sorted by data rate, reach, and form factor into more than 150
categories.

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