Optical Networking Components: The Next Wave

Executive Summary

E.1 Market Environment for the Optical Networking Components Business

E.2 Key Emerging Opportunities in the Optical Networking Components Market

E.3 Summary of Five-Year Forecasts

E.4 Firms to Watch

E.5 Geographical Markets to Watch

Chapter One: Introduction

1.1 Background to Report

1.2 Objective and Scope of Report

1.3 Methodology and Information Sources for Report

1.4 Plan of Report

Chapter Two: Networking Trends: Impact on Component Technologies

2.1 Introduction

2.2 Fiber-to-the-x

2.3 Optical Networking in the Corporation: 10GigE and 8-Gig Fibre Channel

2.4 SONET/SDH and WDM

2.5 What of 40 Gbps?

Chapter Three: Technology Trends

3.1 Introduction

3.2 The Renaissance of Tunability

3.3 Nanophotonics, Silicon Photonics and New Materials

3.4 MSAs, Form Factors and Modules

Chapter Four: New Business Models for the Optical Components Industry

4.1 Introduction

4.2 Marketing Models for the “New” Components Industry

4.3 Offshore Manufacturing and Outsourcing

4.4 The Rise of Asian Suppliers

Chapter Five: Market Analysis by Product and Five-Year Market Forecast

5.1 Fixed Lasers

5.2 Tunable Lasers

5.3 Receivers and Detectors

5.4 Amplifiers

5.5 ROADMs and Switches

5.6 Dispersion Compensation

5.7 Filters, Splitters and other Passive Devices

5.8 Summary

About the Authors

List of Exhibits

Exhibit E-1

Current Opportunities in the Components Sector

Exhibit E-2

Revenues from Optical Telecom Components: 2006-2011 ($ Millions)

Exhibit E-3

Selected Publicly Traded Components Firms: Financial and Other Data (1)

Exhibit 2-1

PON Technologies

Exhibit 2-2

Evolution of the PON Market (Millions of Subscribers Added in Year)

Exhibit 2-3

Selected Suppliers of Non-Commodity PON Components

Exhibit 2-4

IEEE Standards and their Key Features

Exhibit 2-5

Evolution of the 10GigE Market by IEEE Standards (000s Ports Shipped)

Exhibit 2-6

Evolution of the Fibre Channel Market by Speed (Millions Ports Shipped)

Exhibit 2-7

Evolution of the SONET/SDH Market by Speed (000s Ports Shipped)

Exhibit 2-8

Evolution of the SONET/SDH Market by Speed (000s Wavelengths Shipped)

Exhibit 2-9

Evolution of the OC-192 and 10 Gbps Markets by Reach (000 Ports Shipped)

Exhibit 2-10

OEMs and their Products Supporting 40G

Exhibit 2-11

Key 40G Trial

Exhibit 2-12

Major Issues with 40G

Exhibit 2-13

Selected Activities of 40G Components Manufacturers

Exhibit 3-1

Features of Various MSAs

Exhibit 4-1

Activities of Key Module Suppliers in Asian Destinations

Exhibit 5-1

Pricing for Commonly Used Laser Types (1)

Exhibit 5-2

Evolution of the Fixed Laser Market by Technology (000s of Lasers Shipped)

Exhibit 5-3

Evolution of the Fixed Laser Market by Technology ($ Millions)

Exhibit 5-4

Evolution of the Fixed Laser Market by Networking Type ($ Millions)

Exhibit 5-5

Evolution of the External Modulator Market by Speed

Exhibit 5-6

Evolution of the Tunable Laser Market by Speed

Exhibit 5-7

Evolution of the Receiver Market by Speed ($ Millions)

Exhibit 5-8

Evolution of the Op Amp Market

Exhibit 5-9

Evolution of the ROADM Market

Exhibit 5-10

Evolution of the Optical Switch Market by Technology ($ Millions)

Exhibit 5-11

Evolution of the Dispersion Compensation Market by Technology ($ Millions)

Exhibit 5-12

Evolution of the DWDM Mux/Demux Filter Market - All Spacings

Exhibit 5-13

Evolution of the PON Splitter Market

Exhibit 5-14

Revenues from Optical Telecom Components: 2006-2011 ($ Millions)