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Optical Transceiver Market Oportunities, Market Forecasts, and Market Strategies, 2005-20011

Product Type: Market Research Report
Published by: Wintergreen Research
Published: September 2005
Product Code: R49-235
Description
Optical investment has been in building core and backbone networks. To harness the power of the optical core and backbone, the metro must be built out. As carriers move into a wider acceptance of optical networks the focus shifts to delivering broadband signals.

Traffic volumes are increasing at a rapid pace. Investment dollars are shifting from the core to metro networks. Carriers that are making money keep deploying and investing in new equipment to offer new services.

As telecommunications service providers extend their networks into metro and access applications, densities diminish and the need for high volume, less expensive components and systems become critical. The amounts of space available for optical networking systems diminish in metro and access systems.

The bottleneck in the deployment of optical networks has been the availability of low cost components that can be manufactured in large scale. Unlike electronic components, optical components are connected with fibers rather than electric pins. It is essential that proper physical connection be made between the fiber connectors and the device. Otherwise, unacceptable optical power losses occur.

Products need to be designed for automated fiber alignment and attachment. Optical components have not been designed for integration within a single fiber package. The output of the component vendor is limited making manufacturing costs high.

Smaller, faster, more complex and less expensive component solutions are needed. These drive down the cost of optical systems and solve valuable real estate issues, much of the current effort has centered on the cost of large-scale production of commonly used discrete components such as Erbium Doped Fiber Amplifiers (EDFA) and wavelength multiplexers / de-multiplexers.

Optical component markets at $1.5 billion (US) are expected to reach $2.4 billion by 2009. The world-wide market for integrated active optical products at $1.1 billion in 2003 will grow to $1.5 billion in 2009. Integrated active optical components include products such as transceivers and transponders. Markets for passive optical components at $483 million in 2003 will grow to $871 million in 2009.
Table of Contents
OPTICAL TRANSCEIVER MARKET EXECUTIVE SUMMARY

1. OPTICAL COMPONENT MARKET DYNAMICS AND MARKET DESCRIPTION

1.1 Transmission And Reception Of Optical Signals

1.1.1 Optical Networking Industry

1.1.2 CATV Optical Components

1.1.3 Telecommunications Optical Components

1.1.4 Data And Storage Optical Components

1.1.5 Fiber optic Communications Systems

1.2 Integrated-Optics

1.2.1 Passive Integrated Products

1.2.2 Strong Demand For Power Consumption Reduction

1.3 Push To Develop Terabit-Class Optical Communications Systems

1.3.1 ESCON, Fibre Channel, and Gigabit Ethernet

1.3.2 WDM Within The Corporate Network/SAN Segments

1.3.3 Multiplexer

1.3.4 Demultiplexer

1.3.5 Full-Rate / Half-Rate Clocking

1.3.6 WDM: Wavelength-Division Multiplexing

1.3.7 Optical Transmission Interfaces

1.3.8 Optical Transmission Multi-Source Agreements

1.3.9 Compatible TOSA/ROSA Standards

1.3.10 Intelligent Photonic Solutions

1.4 Industry Environment

1.4.1 Fiber Optic Component Market Growth Factors

1.4.2 Fiber Optic Component Network Market Financing Factors

1.4.3 Demand For Network Capacity Is Growing

1.4.4 Telecommunications Industry Will Ultimately Improve

1.5 Industry Description

1.6 Optical Networking Success Factors

1.7 Companies That Purchase Optical Components

1.8 Products As Basic Building Blocks

1.8.1 Active Components

1.8.2 Passive Components

1.8.3 Semi-Custom-Order Business Model

1.8.4 Components And Modules As Building Blocks

1.8.5 Optical Networks

1.8.6 Product Categories

1.9 DWDM Systems

1.9.1 DWDM Architecture

1.9.2 Modular Fiber Optic Components

1.9.3 Long-Distance Optical Transport Components

1.10 Technology For Transition

1.10.1 Integrated Optics

1.10.2 Evaluation Units

1.10.3 Next -Generation Optical Network Infrastructure

2. OPTICAL TRANSCEIVER MARKET OPPORTUNITIES AND MARKET FORECASTS

2.1 Optical Transceiver Market Driving Forces

2.1.1 Fabrication Of Optical Transceivers Highly Complex And Precise Process

2.2 Optical Transceiver Market Forecasts and Market Shares

2.3 Optical Transceiver, Receiver, And Transmitter Market Forecasts

2.4 Optical Transceiver Applications and Customers

2.5 Optical Transceiver Customers and Target Markets

2.6 Optical Transceiver Products

2.6.1 Micrel Optical Transceivers

2.6.2 Micrel MIC86x Op Amps

2.7 Linear Technology

2.7.1 Micrel Attains Certification For Wafer Fab Environmental Management System

3. OPTICAL TRANSCEIVER COMPANY PROFILES

3.1 Avnet Electronics Marketing

3.2 Linear Technology

3.3 Maxim

3.3.1 Maxim Net Revenues

3.4 Micrel

3.4.1 Micrel Radio Frequency Data Communications

3.4.2 Micrel's Strategy

3.4.3 Micrel USB Transceiver for Wireless Devices

3.4.4 Micrel Revenues

3.5 Microchip

3.5.1 Microchip Technology

3.5.2 Microchip Revenue

3.5.3 Microchip Analog and Interface Products

3.6 National Semiconductor

3.6.1 National Semiconductor Strategy

3.6.2 National Semiconductor Focus On High Growth Markets

3.6.3 National Semiconductor Competition

3.6.4 National Semiconductor Net Sales

4. OPTICAL COMPONENT MARKET OPPORTUNITIES AND MARKET FORECAST OVERVIEW

4.1 Optical Component Competitive Positioning

4.1.1 Optical Components Industry Has Been Forced To Consolidate

4.1.2 Optical Component Industry Consolidation

4.1.3 Avanex

4.1.4 Bookham

4.1.5 JDS Uniphase

4.1.6 Emcore Corporation Acquired Agere Systems Optoelectronics Business

4.1.7 Triquint Semiconductor

4.1.8 Other Optical Component Companies

4.1.9 Optical Component Competitive Environment

4.1.10 Optical Component Business

4.2 Evolution Of The Optical Network

4.2.1 Need For Optical Component Quality And Reliability

4.3 Optical Component Market Conditions

4.3.1 Optical Component Market Dynamics

4.3.2 Price-Driven Competition

4.3.3 Industries Deploying Fiber Optic Components And Modules

4.4 Key Elements Of Optical Component Business Strategy

4.5 Optical Market Overview

4.5.1 Bandwidth Management

4.5.2 Wavelength Monitoring

4.5.3 Market Demand

4.6 Fiber Optic Components And Subsystems Market Participants

4.6.1 Optical Component Market Shares

4.6.2 Avanex

4.6.3 Bookham

4.6.4 Emcore

4.6.5 NEC

4.6.6 DiCon

4.6.7 Opnext

4.7 Fiber Optic Components And Subsystems Market Forecasts

4.7.1 Fiber Optic Components And Subsystems Market Shares

4.8 Market Demand

4.8.1 Optical Component Competitive Positioning

4.9 Summary Optical Component Forecasts

4.9.1 Optical Component Market Factors

4.9.2 Optical Component Market Driving Forces

4.9.3 Optical Component Market Segments Optical Component Market Forecasts

4.9.4 Optical Component Segment Market

4.9.5 Metro DWDM and CWDM Market Forecast, Ports

4.10 Lighting Dark Fiber

4.10.1 All-Optical Network

4.10.2 Optical Metro Markets

4.10.3 Redefining Network Configuration

4.10.4 Impact of High Speed Networks

4.10.5 Dense Wavelength Division Multiplexing (DWDM)

4.10.6 Dense Wavelength Division Multiplexing Capacity

4.10.7 Multiplexing Family

4.10.8 Transceiver And Transponder Module Market Forecasts

4.10.9 Optical Amplification

4.10.10 Integrated Processing Power

4.10.11 Segmentation Of The Op tical Amplifier Communications Network

4.10.12 Dispersion Management

4.10.13 Reduce The Number Of Suppliers

4.10.14 Metro Optical Networks

4.11 Tunable Laser Market Analysis

4.11.1 Tunable Lasers

4.11.2 Tunable Laser Market Participants

4.11.3 Agility Communications

4.11.4 Fujitsu

4.11.5 Tunable Laser Market Shares

4.11.6 Tunable Laser Market Forecasts

4.11.7 Tunable Lasers Market Forecasts

4.11.8 Tunable Laser Demand

4.11.9 Tunable Laser Market Growth Factors

4.12 Photonic Integrated Circuit (PIC) Market Forecast

4.13 Increase In Bandwidth Demand

4.13.1 Optical Switching

4.13.2 Changing Internet Traffic Patterns

4.13.3 Data Traffic

4.14 Optical Component Testers

4.15 Regional Analysis

4.16 DWDM Regional Analysis

4.16.1 Optical Component Regional Markets

List of Tables and Figures

Table ES-1

Optical Transceiver Market by Industry

Figure ES-2

Worldwide Optical Transceiver Industrial and Military Market Shares, Shipment Dollars, 2004

Figure ES-3

Worldwide Optical Transceiver, Receiver, and Transmitter Commercial and Military Market Forecast Dollars, 2005-2011

Table 1-1

Selected Communications Market Participants

Table 1-2

Integrated Optics In Active Components

Table 1-3

Passive Integrated Product Platforms

Table 1-4

Passive Integrated Product Products

Table 1-5 43

MSA Compatible TOSA/ROSA Standards

Table 1-6

Optical Component Product Qualification Process

Table 1-7

Fiber Optic Component Market Growth Factors

Table 1-8

Fiber Optic Component Network Market Financing Factors

Table 1-9

Telecommunications Industry Market Growth Factors

Table 1-10

Internet Traffic Broadband Content

Table 1-11

Public Telecommunications Network Market Driving Forces

Table 1-12

Fiber Optic Network Characteristics

Table 1-13

Optical Networking Success Factors

Table 1-14

Telecommunications And Cable Television Equipment Providers

Table 1-15

Fiber Optic Component Market Driving Forces

Table 2-1

Optical Transceiver Market Competitive Factors

Table 2-2

Competitive factors in the embedded control market

Table 2-3

Maintaining Or Reducing Cost Of Optical Transceivers

Figure 2-4

Worldwide Optical Transceiver Industrial and Military Market Shares, Shipment Dollars, 2004

Table 2-5

Worldwide Optical Transceiver Industrial and Military Market Shares, Shipment Dollars, 2004

Table 2-6

Worldwide Optical Transceiver Automotive Market Shares, Shipment Dollars, 2004

Figure 2-7

Worldwide Optical Transceiver, Receiver, and Transmitter Commercial and Military Market Forecast Dollars, 2005-2011

Table 2-8

Worldwide Optical Transceiver, Transmitter, Receiver Automotive, and Military Market Forecast, Shipments, Dollars and Units, 2005-2011

Table 2-9

Worldwide Optical Transceiver, Transmitter, Receiver Commercial, and Military Market Forecast, Shipment Segments, Dollars, 2005-2011

Table 2-10

Market Shares Transceiver, Receiver, and Transmitter 1999-2006

Table 2-11

Backplane Transceiver Market Shipment Segment Analysis, Worldwide, Dollars, 2004-2009

Table 2-12

Optical Transceiver Industry and Typical Application

Table 2-13

End Applications/Products Example Product Families

Table 2-14

Optical transceiver embedded control systems applications

Table 2-15

Optical Transceiver OEM and Customer Markets

Table 2-16

Micrel Optical Transceiver Functions

Table 2-17

Micrel MIC86x Op Amps Features

Table 3-1

Micrel Strategy

Table 3-2

National Semiconductor High Growth Markets

Table 2-1

Optical Networking System Market Segments

Table 2-2

Industries Deploying Fiber Optic Components And Modules

Table 2-3

Key Elements Of Optical Component Vendor Business Strategy

Table 2-4

Active Optical Component Market Demand

Table 2-5

Active Optical Component Products

Table 2-6

Passive Optical Component Products

Table 2-7

Typical Optical Network Principal Systems

Table 2-8

Principal Competitors In The Fiber Optic Components And Subsystems Market

Figure 2-9

Worldwide Optical Component Market Shipments, Dollars, 2003

Table 2-10

Worldwide Optical Component Market Shares, Dollars, 2003

Table 2-11

Worldwide Optical Component Segments, Active and Passive, 2003

Table 2-12

Worldwide Optical Component Segments, Active and Passive, 2009

Table 2-13

Worldwide Optical Component Shipment Forecasts Market Segments, Dollars, 2004-2009

Table 2-14

Worldwide Optical Component Shipment Forecasts Market Segments, Dollars, 2004-2009

Table 2-15

Significant Requirements Among Optical Component Users

Table 2-16

Optical Component Market Trends

Table 2-17

Optical Component Market Issues

Table 2-18

Optical Component Market Driving Forces

Figure 2-19

Worldwide Optical Component Shipments, Dollars, 2003-2009

Table 2-20
Worldwide Optical Component Shipments Market Forecasts, Dollars, 2004-2009

Figure 2-21

Worldwide DWDM Optical Components, Shipments, Dollars, 2004-2009

Figure 2-22

Worldwide DWDM Optical Components, Shipments, Units, 2004-2009

Figure 2-23

Worldwide DWDM Optical Components, Shipments, Prices in Dollars 2004-2009

Table 2-24

Worldwide DWDM Optical Component Shipments Market Forecasts, Dollars, 2004-2009

Figure 2-25

Global Long Haul DWDM Market Forecasts, Ports, 2003-2008

Figure 2-26

Global Metro DWDM Market Forecasts, Ports, 2003-2008

Figure 2-27

Global CWDM Market Forecasts, Ports, 2003-2008

Figure 2-28

Global DWDM Market Forecasts, Ports, 2003-2008

Table 2-29

Worldwide DWDM Market Forecasts, Ports, 2003-2008

Table 2-30

Worldwide Metro DWDM and CWDM Market Forecasts, Ports, 2003-2008

Table 2-31

Impact of Optical Switching on IP Transport Speeds

Table 2-32

Worldwide Optical Component Shipments Receivers, Transmitters, and Transceivers Market Forecasts, Dollars, 2003-2009

Table 2-33

Worldwide Optical Amplifier Shipment Market Forecasts, Dollars, 2003

Table 2-34

10-Gbps Technologies

Table 2-35

10-Gbps value chain

Table 2-36

10-Gbps Active Optics Component And Subsystems Products

Table 2-37

Segments Of The Network

Table 2-38

Business Uses of the Internet Driving Broadband Markets

Table 2-39

Consumer Uses Of The Internet Driving Broadband Markets

Figure 2-40

Worldwide Tunable Laser Shipment Market Shares, Dollars, 2003

Table 2-41

Worldwide Tunable Laser Market Shares, Dollars, 2003

Table 2-42

Tunable Laser Specifications Required By Long-Haul 10-Gbit/Sec System

Figure 2-43

Worldwide Tunable Laser Market Forecast, Shipments, Dollars, 2003-2009

Table 2-44

Worldwide Tunable Laser Shipment Market Forecasts, Dollars, 2003

Table 2-45

Reasons Tunable Lasers Replace Fixed Wavelength Lasers

Table 2-46

Tunable Laser Competitive Advantage Market Factors

Table 2-47

Tunable Laser Market Growth Factors

Table 2-48

Systems Used To Achieve Fiber Optic Scalability

Table 2-49

Worldwide DWDM Market Forecasts, Percent, By Region, 2003-2008

Table 2-50

Worldwide DWDM Market Forecasts, Dollars, By Region, 2003-2008

Table 2-51

Worldwide Optical Component Shipments By Region, Dollars, 2003

Table 2-52

Worldwide Optical Component Shipments By Region, Dollars, 2009
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