Optical Lemmings: What's Driving Laser Makers over the Edge?: Industry Report

Optical Lemmings: What's Driving Laser Makers over the Edge?

Product Type: Market Research Report
Published by: In-Stat
Published: December 2002
Product Code: R97-1148

Description

Anyone that has been paying attention to this market, knows that there has been a lot of movement. Unfortunately, the bulk of that activity has not been in the warehouse shipping products, but rather companies selling their optoelectronics divisions to other companies or just leaving the space outright and taking a loss. So why has there been such a retreat - en masse - out of this multi-billion dollar market? The answer isn't a simple one, but it comes down to too many players vying for too little revenue while spending too much on R&D. However, the bad news will be over relatively soon. By 2004, the laser market will have experienced a full recovery and, whichever companies are left standing, will reap the windfall. All of the consolidation going on now will help dry up the supply spicket so that the demand for lasers goes up in 2004, prices will level off and revenues will grow strongly. By 2006, the whole market will be just under $6.9 Billion and have a 2002 to 2006 CAGR of 35%.

Table of Contents

Table of Contents

Executive Summary

Report Organization

Methodology

Technology Review
- What are LASERs
- Optical Networking
  Market
- Optical Networking
  Technology
- Integrated
  Circuits (IC)
  - Materials
    Used in Making Lasers
- SONET Technology
  Review
- Fiber Optic-based
  GigE
- Types of Lasers
- Properties
  of Optic Fibers
  - Fiber Optic
    History
  - Fiber Optic
    Physics

Market Overview

Forecast
- Forecasts by
  Type
  - Slow Wire
    Speed and Short Range (Slow & SR)
  - Slow Wire
    Speed and Long Range (Slow & LR)
  - Fast Wire
    Speed and Short Range (Fast & SR)
  - Fast Wire
    Speed and Long Range (Fast & LR)
- Shipment Forecast
  Summary
- Revenue Forecast
  Summary
- Revenue Forecast
  by Tunability

Laser Makers

Appendix A: Glossary

List of Tables

Table 1. Speeds
of the SONET and SDH Hierarchy

Table 2. Modern
Bands Present in Optic Fibers for Telecommunications

Table 3. ITU Grid
Spacing Across the C-band Versus Number of Channels

Table 4. Slow Speed
and Short Range Laser Forecast, 2001 - 2006

Table 5. Slow Speed
and Long Rang Laser Forecast, 2001 - 2006

Table 6. Fast Speed
and Short Range Laser Forecast, 2001 - 2006

Table 7. Fast Speed
and Long Range Laser Forecast, 2001 - 2006

Table 8. Forecast
of Shipments for the Laser Market, 2001 - 2006 (Units in Thousands)

Table 9. Forecast
of Revenues for the Laser Market, 2001 - 2006 (Revenues in $Millions)

Table 10. Forecast
of Revenues for the Laser Market, 2001 - 2006 (Revenues in $Billions)

Table 11. All Known
Laser Makers that Support Optical Networking

List of Figures

Figure 1. Summary
Chart for the Laser Market, 2001 - 2006

Figure 2. Graphical
Depiction How Electron Orbitals Produce Photons

Figure 3. Graphical
Depiction of the "Stimulated Emission of Radiation"

Figure 4. General
Overview of Optical Networking Segments

Figure 5. Sample
SONET/SDH Metro Network Configuration

Figure 6. Optical
Network Technology Infrastructure

Figure 7. The Fundamental
Components of an SPE

Figure 8. The Addition
of a New ADM to a Typical MAN

Figure 9. Components
that Work with Lasers in Modern Optical Networking Equipment

Figure 10. Slow
Speed and Short Range Laser Forecast, 2001 - 2006 (Ports in Millions,
Revenues in $Billions)

Figure 11. Slow
Speed and Long Rang Laser Forecast, 2001 - 2006 (Ports in Millions,
Revenues in $Billions)

Figure 12. Fast
Speed and Short Range Laser Forecast, 2001 - 2006 (Ports in Millions,
Revenues in $Billions)

Figure 13. Fast
Speed and Long Range Laser Forecast, 2001 - 2006 (Ports in Millions,
Revenues in $Billions)

Figure 14. Forecast
of Shipments for the Laser Market, 2001 - 2006 (Units in Millions)

Figure 15. Forecast
of Revenues for the Laser Market, 2001 - 2006 (Revenues in $Billions)

Figure 16. Forecast
of Revenues for the Laser Market, 2001 - 2006 (Revenues in $Billions)

Ordering and More Information

Price and Delivery Options

MindBranch has been the leading provider of industry and investment research from more than 550 independent research firms since 1992. With over 90,000 market research reports, MindBranch is your trusted source of competitive business intelligence.