Silicon photonics: "The excitement has gone"

The opinion of industry analysts regarding silicon photonics is mixed at best. More silicon photonics products are shipping but challenges remain.

Part 1: An analyst perspective

"The excitement has gone,” says Vladimir Kozlov, CEO of LightCounting Market Research. “Now it is the long hard work to deliver products.” 

Dale Murray, LightCounting

However, he is less concerned about recent setbacks and slippages for companies such as Intel that are developing silicon photonics products. This is to be expected, he says, as happens with all emerging technologies.

Mark Lutkowitz, principal at consultancy fibeReality, is more circumspect. “As a general rule, the more that reality sets in, the less impressive silicon photonics gets to be,” he says. “The physics is just hard; light is not naturally inclined to work on the silicon the way electronics does.”

Click to read more ...

Reporting the optical component & module industry

LightCounting recently published its six-monthly optical market research covering telecom and datacom. Gazettabyte interviewed Vladimir Kozlov, CEO of LightCounting, about the findings.

When people forecast they always make a mistake on the timeline because they overestimate the impact of new technology in the short term and underestimate in the long term.

Click to read more ...

Optical transport to grow at a 10% CAGR through 2017

• Global optical transport market to reach US $13bn in 2017
• 100 Gigabit to grow at a 75% CAGR

"I won't be surprised if it [100 Gig] grows even faster"

Jimmy Yu, Dell'Oro Group

Click to read more ...

China and the global PON market

China has become the world's biggest market for passive optical network (PON) technology even though deployments there have barely begun. That is because China, with approximately a quarter of a billion households, dwarfs all other markets. Yet according to market research firm Ovum, only 7% of Chinese homes were connected by year end 2011. 

"In 2012, BOSAs [board-based PON optical sub-assemblies] will represent the majority versus optical transceivers for PON ONTs and ONUs"

Julie Kunstler, Ovum

Click to read more ...

ZTE takes PON optical line terminal lead

ZTE shipped 1.8 million passive optical network (PON) optical line terminals (OLTs) in 2011 to become the leading supplier with 41 percent of the global market, according to Ovum. 

"ZTE is co-operating with some Tier 1 operators in Europe and the US for 10GEPON and XGPON1 testing"

Song Shi Jie, ZTE

Click to read more ...

Huawei boosts its optical roadmap with CIP acquisition

Huawei has acquired UK photonic integration specialist, CIP Technologies, from the East of England Development Agency (EEDA) for an undisclosed fee. The acquisition gives the Chinese system vendor a wealth of optical component expertise and access to advanced European Union R&D projects.

"By acquiring CIP and integrating the company’s R&D team into Huawei’s own research team, Huawei’s optic R&D capabilities can be significantly enhanced," says Peter Wharton, CEO at the Centre for Integrated Photonics (CIP). CIP Technologies is the trading name of the Centre for Integrated Photonics. 

 Huawei now has six European R&D centres with the acquisition of CIP.

Click to read more ...

Optical components: The six billion dollar industry

Chart Watch: Ovum Components

The service provider industry, including wireless and wireline players, is up 6% year-on-year (2Q10 to 1Q11) to reach US $1.82 trillion, according to Ovum. The equipment market, mainly telecom vendors but also the likes of Brocade, has also shown strong growth - up 15% - to reach revenues of over $41.4 billion. But the most striking growth has occurred in the optical components market, up 28%, to achieve revenues of over $6 billion, says the market research firm.

Source: Ovum

Click to read more ...