Optical ICs & PHYs Keep Bits Flowing at Light Speed

Optical Networking continues to grow strongly, but, often, Optical ICs are the limiting factor for how fast information can be pumped across optic fiber. Specifically in this report, Cahners In-Stat/MDR will drill down into this huge market to specifically examine the ICs that perform the Layer 1/2 functions at the front end of all networking equipment. In particular, we examine 1 GigE, OC-48, 10 GigE, and OC-192 grades of devices to give the reader a complete view of the most dynamic end of the Optical IC market.

Since integration is a major driving factor of this market, we will break out the forecast by logical function - like Amps, CDRs, and SerDes - to provide the most refined granularity available today from a report of this market. These functions will also be broken out by speed grades and provide Units, ASPs, and Revenue forecast for all functions at all speed grades covered.

There is also Technical Overview and Market Overview sections to help anchor this report within the greater 'Cahners In-Stat/MDR Continuum of Reports'. At the end, there are appendixes that profile the major vendors involved and a glossary of the most common terms used in this industry. After reading the report, you will have a complete understanding of why this under-appreciated market will be worth almost $1.8 Billion by 2006.

• Executive Summary
  
  
  


• Methodology
  
  


• Introduction
  
  


• Technical Overview
  
  
  
  
  
  
  • Optical Networking
    Market Infrastructure
    
    
    
    
    
    • Core
      
      
    
    
    • Backbone
      (Long Haul)
      
      
    
    
    • Metro/Regional
      
      
      
    
    
    • Optical
      Edge
      
      
    
    
    • Access
      
      
      
    
    
    • Enterprise
      
      
      
    
    
    
    
  
  
  • Optical Networking
    Technology Infrastructure
    
    
  
  
  • Integrated
    Circuits (IC)
    
    
    
    
    
    • Optical
      Networking ICs
      
      
      
      
      
      • Complementary
        Metal Oxide Semiconductor (CMOS)
        
        
      
      
      • Silicon
        Germanium (SiGe)
        
        
      
      
      • Gallium
        Arsenide (GaAs)
        
        
      
      
      • Indium
        Phosphide (InP)
        
        
      
      
      
      
    
    
    
    
  
  
  • Optical Networking
    IC Hierarchy
    
    
    
    
    
    • Layer 1
      & 2: Physical & Data Link Layers
      
      
      
      
      
      • Amplifiers
        
        
        
      
      
      • Timing
        Functions
        
        
      
      
      • Serializer/Deserializer
        (SerDes)
        
        
      
      
      • Forward
        Error Correct (FEC)
        
        
      
      
      • Framers,
        Mappers, and Media Access Control (MAC)
        
        
      
      
      
      
    
    
    
    
  
  
  
  


• Market Overview
  
  
  
  
  
  
  • Trends and
    Opportunities
    
    
  
  
  • Market Drivers
    
    
    
  
  
  • End-User Market
    Overview
    
    
    
    
    
    • Component
      Suppliers
      
      
    
    
    • Communication
      Equipment Vendors
      
      
      
      
      
      • Telecommunications
        
        
        
      
      
      • Data
        
        
        
      
      
      
      
    
    
    
    
  
  
  
  


• Forecast
  
  
  
  
  
  • Forecasts by
    Logical Function
    
    
    
    
    
    • Amps
      
      
    
    
    • Timing
      Functions
      
      
    
    
    • Front End
      SerDes
      
      
    
    
    • Forward
      Error Correction (FEC)
      
      
    
    
    • Framers
      
      
      
    
    
    • Media Access
      Controls (MACs)
      
      
    
    
    
    
  
  
  • Summary Forecasts
    by Wire Speed
    
    
    
    
    
    • Port Forecast
      for all Speed Grades
      
      
    
    
    • ASP Forecast
      for all Speed Grades
      
      
    
    
    • Revenue
      Forecast for all Speed Grades
      
      
    
    
    
    
  
  
  
  


• Summary
  
  


• Appendix A: Vendor
  Profiles
  
  
  
  
  
  • Agere Systems
    
    
    
  
  
  • AMCC
    
    
  
  
  • Broadcom
    
    
  
  
  • Conexant
    
    
  
  
  • Cypress
    
    
  
  
  • IBM
    
    
  
  
  • Infineon
    
    
  
  
  • InPhi
    
    
  
  
  • Intel
    
    
  
  
  • Mysticom
    
    
  
  
  • Paxonet
    
    
  
  
  • PMC-Sierra
    
    
    
  
  
  • Sierra Monolithics
    
    
    
  
  
  • Silicon Laboratories
    
    
    
  
  
  • Vitesse
    
    
  
  
  
  


• Appendix B: Glossary
  
  
  


• Appendix C: Sourced
  In-Stat Reports
  
  
  

• Table 1. Revenue
  for Optical ICs Broken Out by Logical Function, 2001 - 2006 (US$ M)
  
  
  


• Table 2. Unit Forecast
  for Amps 2001-2006 (Units in Thousands)
  
  


• Table 3. ASP Forecast
  for Amps 2001-2006 (US$)
  
  


• Table 4. Revenue
  Forecast for Amps 2001-2006 (US$ Millions)
  
  


• Table 5. Unit Forecast
  for Timing Functions 2001-2006 (Units in Thousands)
  
  


• Table 6. ASP Forecast
  for Timing Functions 2001-2006 (US$)
  
  


• Table 7. Revenue
  Forecast for Timing Functions 2001-2006 (US$ Millions)
  
  


• Table 8. Unit Forecast
  for Front End SerDes 2001-2006 (Units in Thousands)
  
  


• Table 9. ASP Forecast
  for Front End SerDes 2001-2006 (US$)
  
  


• Table 10. Revenue
  Forecast for Front End SerDes 2001-2006 (US$ Millions)
  
  


• Table 11. Unit
  Forecast for Forward Error Correction 2001-2006 (Units in Thousands)
  
  
  


• Table 12. ASP Forecast
  for Forward Error Correction 2001-2006 (US$)
  
  


• Table 13. Revenue
  Forecast for Forward Error Correction 2001-2006 (US$ Millions)
  
  


• Table 14. Unit
  Forecast for Framers 2001-2006 (Units in Thousands)
  
  


• Table 15. ASP Forecast
  for Framers 2001-2006 (US$)
  
  


• Table 16. Revenue
  Forecast for Framers 2001-2006 (US$ Millions)
  
  


• Table 17. Unit
  Forecast for MACs 2001-2006 (Units in Thousands)
  
  


• Table 18. ASP Forecast
  for MACs 2001-2006 (US$)
  
  


• Table 19. Revenue
  Forecast for MAC