Presentation is loading. Please wait.

Presentation is loading. Please wait.

Project # Aberdeen Group Boston  Palo Alto  Amsterdam www.aberdeen.com The Photon Revolution Presented by: Elizabeth J. Bruce Research Analyst April.

Similar presentations


Presentation on theme: "Project # Aberdeen Group Boston  Palo Alto  Amsterdam www.aberdeen.com The Photon Revolution Presented by: Elizabeth J. Bruce Research Analyst April."— Presentation transcript:

1 Project # Aberdeen Group Boston  Palo Alto  Amsterdam The Photon Revolution Presented by: Elizabeth J. Bruce Research Analyst April 28, 2015

2 2Practice Area Overview Source: Aberdeen Group © 2000 Optical Components “ Optical technology is now the most rapidly improving technology in industrial history ” – James Crowe, Founder and CEO of Level 3 Communications

3 3Practice Area Overview Source: Aberdeen Group © 2000 Why Fiber and Photons? What if you wanted to download The Matrix on DVD…. How long would it take? Dial-up Modem 56 Kb/s 15 hours Cable Modem or DSL 1 Mb/sec 1 hour Standard Ethernet 10 Mb/sec 6 mins Multiplexed Fiber 100 Mb/sec 35 secs

4 4Practice Area Overview Source: Aberdeen Group © 2000 Market is Paying Attention! - Nov 15, 2000

5 5Practice Area Overview Source: Aberdeen Group © 2000 Agenda Component Technologies Technology Trends The Market: Big Picture Dynamics & Trends

6 6Practice Area Overview Source: Aberdeen Group © 2000 Optical Components. The Big Picture All about Photons Parallels to Semiconductor Industry Technology –competing technologies –innovation in materials & integration Market –emerging companies –consolidation: mergers & acquisitions

7 7Practice Area Overview Source: Aberdeen Group © 2000 Optical Networking: Big Picture Components Systems Service Providers ElectronicsOptical JDSU, Corning, Lucent Nortel, Alcatel, Ciena Global Crossing, Level 3, Qwest Materials

8 8Practice Area Overview Source: Aberdeen Group © 2000 Component Applications Transmission Lasers & Modulators ReceiverTransmitter Optical Multiplexor Optical Amplifiers Optical Demultiplexor Detectors

9 9Practice Area Overview Source: Aberdeen Group © 2000 Optical Spectrum Use by Application Telecommunications wavelengths fall into different bands – 800nm –1300nm –1550nm Short Reach SONETDWDM 700 Visible Light 800 Wavelength (nm)

10 10Practice Area Overview Source: Aberdeen Group © 2000 Component Materials & Applications There are a multiple number of component materials and a multiple number of applications. SiON Photonic Crystals Polymers Thin Film Filters Silica-on-Silicon InP LiNbO3 Modulators Waveguides Switches Mux/Demux Attenuators ApplicationsMaterials

11 11Practice Area Overview Source: Aberdeen Group © 2000 Optical Component Classes ACTIVES PASSIVES Lasers Detectors Modulators Multiplexers Attenuators Switches

12 12Practice Area Overview Source: Aberdeen Group © 2000 Optical-Networking Components Transmit & Receive Devices Optical Amplification Products Optical Switching & Cross-Connect Modules WDM Modules Fiber Optic Products

13 13Practice Area Overview Source: Aberdeen Group © 2000 Component Applications Transmission Lasers & Modulators ReceiverTransmitter Optical Multiplexor Optical Amplifiers Optical Demultiplexor Detectors

14 14Practice Area Overview Source: Aberdeen Group © 2000 Transmit Devices EDGE-EMITTING –Distributed Feedback Lasers (DFB) –Fabry-Perot Lasers (FP) Vertical Cavity Surface Emitting Lasers (VCSELS) TUNABLE LASERS

15 15Practice Area Overview Source: Aberdeen Group © 2000 VCSELS? Major application for VCSELS to date: short reach Recent developments at longer wavelengths Advantages: –On-chip testing before wafer cut into individual devices –Output beam is nice and big and round –Relatively high yield devices Disadvantages: – Low power

16 16Practice Area Overview Source: Aberdeen Group © 2000 Tunable Lasers Edge-emitting lasers, VCSELS (MEMs and Electro-optic), NCSELs, External-cavity lasers using MEMs technology Application: –Inventory reduction –DWDM networks –Dynamic wavelength provisioning Companies: Lucent, Bandwidth9, Agility Communications, Altitun, CoreTek, …. vs.

17 17Practice Area Overview Source: Aberdeen Group © 2000 Component Applications Transmission Lasers & Modulators ReceiverTransmitter Optical Multiplexor Optical Amplifiers Optical Demultiplexor Detectors

18 18Practice Area Overview Source: Aberdeen Group © 2000 DWDM modules Different Technologies: –Arrayed Waveguide Gratings –Thin Film Filters –Fiber Bragg Gratings Companies: JDSU, Oplink Communications, Avanex, Kymata, Bookham Technologies, Nanovation Technologies, Lightwave Microsystems….

19 19Practice Area Overview Source: Aberdeen Group © 2000 Optical Switching Applications External Modulation Protection Switching/Restoration Dynamic Optical Add/Drop Multiplexers (OADMs) Dynamic Provisioning All-Optical Cross-connect (OXC)

20 20Practice Area Overview Source: Aberdeen Group © 2000 Optical Switching Technologies MEMs – MicroElectroMechanical Liquid Crystal Opto-Mechanical Bubble Technology Thermo-optic (Silica, Polymer) Electro-optic (LiNb03, SOA, InP) Acousto-optic Others…

21 21Practice Area Overview Source: Aberdeen Group © 2000 Component Applications Transmission Lasers & Modulators ReceiverTransmitter Optical Multiplexor Optical Amplifiers Optical Demultiplexor Detectors

22 22Practice Area Overview Source: Aberdeen Group © 2000 Optical Amplification Erbium-Doped Fiber Amplifiers (EDFAs) – application in long haul. Today’s amplifier of choice. Raman Amplifiers – application in DWDM Erbium-Doped Waveguide Amplifiers (EDWAs) – application in metro and access networks Why? – Extend distance light signal can travel without regeneration Standard Fiber Amplifier Pump Lasers

23 23Practice Area Overview Source: Aberdeen Group © 2000 Integration - Today Optical Interleaver Mechanical Switch DWDM Module Add/Drop Mux Laser Wavelength Locker Detector

24 24Practice Area Overview Source: Aberdeen Group © 2000 Integration - Today

25 25Practice Area Overview Source: Aberdeen Group © 2000 Integration - Future Photonic Chip

26 26Practice Area Overview Source: Aberdeen Group © 2000 Industry Trends Integration. Demand shifting from component level to integrated modules. Scalability. “Pay-as-you-grow” philosophy. Innovation. Product life cycles getting shorter. Suppliers must have strong R&D. Customization. Working with customers to provide next-generation optical systems.

27 27Practice Area Overview Source: Aberdeen Group © 2000 Integration Parallels to the semiconductor industry ~25 years ago discrete components assembly “Evolving Integration”

28 28Practice Area Overview Source: Aberdeen Group © 2000 Integration Passive Building Blocks Integrated Passive Building Blocks Integrated Active/Passive Systems Time Degree of Integration

29 29Practice Area Overview Source: Aberdeen Group © 2000 Scalability Industry referred to as a “cottage industry” Optical components are sophisticated devices: –Requires people with experience –Fiber-handling to wafer processing to thin film production Packaging is a significant portion of the cost (up to 90%). Difficult to implement Automation and scale Manufacturing No standard automation equipment – often times proprietary methods

30 30Practice Area Overview Source: Aberdeen Group © 2000 Customization Everything is custom – catalogs just show what we are capable of… Custom Integration: Optical ASICs. Standard packaging and custom optics.

31 31Practice Area Overview Source: Aberdeen Group © 2000 Market Size According to OIDA, – Total Market 1999: (Communications, Storage, Display, Image Acquisition) : $58.9B – Communications: $28.9B -Lightwave, Dec 1999

32 32Practice Area Overview Source: Aberdeen Group © 2000 Market Dynamics –100’s of Suppliers. –Enormous growth: suppliers are rapidly expanding their manufacturing facilities and investing in production equipment. –Consolidation and acquisition of suppliers is changing the component landscape on very short time scales. –Confusing Space: Company A may buy from, compete with and form a partnership with Company B.

33 33Practice Area Overview Source: Aberdeen Group © 2000 Component Demand Industry-wide component shortage. Number of Channels Number of Nodes Demand for Components Long-Haul Metro Access Enterprise FTTH

34 34Practice Area Overview Source: Aberdeen Group © 2000 Key Findings Difficult for new systems suppliers to guarantee a supply of components. Maintain close integration between developments in component technologies and next-generation networking equipment When and what to outsource?? –Various levels of outsourcing at equipment level: Cisco. Partner with Corning. Ciena. Some key component development in-house. Nortel/Alcatel. Major component divisions Lucent. Spin-off components division.

35 35Practice Area Overview Source: Aberdeen Group © 2000 Key Findings Sources, modulators, and receivers at 40Gb/sec Tunable Lasers Dealing with 40 Gb/sec systems: Dispersion

36 36Practice Area Overview Source: Aberdeen Group © 2000 Key Findings Amplifier products: Raman, EDWAs Higher channel count WDM modules New modulation schemes: optical CDMA, FDM, NRZ to RZ

37 37Practice Area Overview Source: Aberdeen Group © 2000 Key Trends Manage Bandwidth: Optically instead of Electronically. Emerging metro/access market. –Cost –Size –Supply

38 38Practice Area Overview Source: Aberdeen Group © 2000 Suppliers

39 39Practice Area Overview Source: Aberdeen Group © 2000 Conclusions It’s all about PHOTONS The optical components industry is growing fast – but still at an early stage Impact is significant - from long haul transport to metro to enterprise to computer interconnects

40 40Practice Area Overview Source: Aberdeen Group © 2000 Thank You! ABERDEEN GROUP Boston, MA

41 41Practice Area Overview Source: Aberdeen Group © 2000 SUPPLEMENTAL SLIDES

42 42Practice Area Overview Source: Aberdeen Group © 2000 Market Demand Demand: Increased bandwidth requirements –Fiber to the Home/Curb –Streaming media, video-on-demand –Holographic telephony –Wireless services –Video-equipped phones –Distribution of: media, software, CDs, DVDs, the broadcast entertainment world –Unforeseen applications (things like Napster…)

43 43Practice Area Overview Source: Aberdeen Group © 2000 Market Segments –Ultra-Long Haul. Cross-country and long distance connections between cities. –Long-Haul. Provide point-to-point traffic between major cities. Used by large service providers. –Metro (MAN). Connections within urban areas. Provide service to a variety of customers in a metropolitan region. –Access Systems. Provide service to an end-user. Connections to Businesses and Homes. –Enterprise/Local Area Network (LAN) and Storage Area Networks (SAN). Gb and 10Gb Ethernet, Fibre Channel, etc..

44 44Practice Area Overview Source: Aberdeen Group © 2000 Photon Transport Today Total Capacity ChannelsSingle Channel Distance Siemens AG 7.04 Tb/s Gb/s?? Alcatel 5.12 T/s Gb/sOver 300km Fujitsu 2.11 Tb/s Gb/s7,200km


Download ppt "Project # Aberdeen Group Boston  Palo Alto  Amsterdam www.aberdeen.com The Photon Revolution Presented by: Elizabeth J. Bruce Research Analyst April."

Similar presentations


Ads by Google