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Integrated Optical Devices

2017 was good for Silicon Photonics and fantastic for integrated InP and GaAs optics

May 2018- $5,000

Details

 

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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 2012-2016. Sales of SiP-based products started to ramp
2014-2016 and reached close to $800 million in 2017 – up by 22% from 2016. However, sales of
optical transceivers based in integrated InP optics increased even faster (up 34%) in 2017,
exceeding $2.7 billion.

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 can replace more mature Indium Phosphide
(InP) and Gallium Arsenide (GaAs) technologies, 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 2010-2017. It also presents a forecast for
shipments and sales of discrete and integrated products based on InP, GaAs and SiP technologies
for 2018-2023. 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.

Table of Contents

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