Emerging Opportunities in Optical MEMS: 2003-2007

SUMMARY

Manufacturers of optical MEMS [a.ka., micro-electrical-optical machines (MOEMS)]devices are seeking new opportunities and wondering how to adjust to the newrealities of the industry as the telecom sector continues its meltdown.

This new report from CIR is designed to point them in the right direction andanswer the following key questions:

• Which applications for MOEMS have the most potential for generating newrevenue?
• Are there still opportunities for MOEMS in the telecom space?
• How can MOEMS manufacturers position themselves to take advantage of morethan one applications sector?
• What is the future ? And the implications ? Of standardization in theMOEMS industry?
• Which technical and design trends in have the most commercial potential?
• What are the best strategies and tactics for exploiting the opportunitiesin MOEMS over the next five years?
• For each of the applications sectors what are the main customer needs andhow will these change over the coming years?
• What product and marketing strategies planned by the leading MOEMmanufacturers and what are there chances of success?

As with all CIR reports, the conclusions in Emerging Opportunities inOptical MEMS: 2002-2008 are based on an analysis of customer needs, not onmanufacturer hype. CIR has been authoring reports on telecommunications andother high-technology areas for over 20 years and has a deep understanding ofwhat makes for sustainable and profitable growth in today' s marketplace.

We believe that this report will be essential reading to marketing andcorporate strategy executives in the MEMS, nanotechnology and optoelectronicsindustries as well as in the applications sectors in which MOEMS will be animportant technology platform.

We also believe this report will be of considerable value to venturecapitalists and other financial firms considering investment in optical MEMSopportunities.

TABLE OF CONTENTS

Executive Summary

E.1 Introduction

E.2 Achieving Competitive Advantage with MOEMS Technology

E.2.1 Opportunities from Improved MOEMS Manufacturing Techniques

E.2.2 Opportunities from Improved MOEMS Materials Technology.

E.2.3 Opportunities from Improved MOEMS Product Design

E.2.3.1 Actuation Improvements

E.2.3.2 MOEMS and Integration Opportunities

E.2.2.3 Packaging Problems and Opportunities

E.2.3.4 Diffractive MEMS

E.2.3.5 The Standardization Imperative

E.2.4 Summary of Key Applications Markets and Opportunities for MOEMS

E.2.4.1 Telecommunications

E.2.4.2 Information Technology

E.2.4.3 Test and Measurement

E.2.4.4 Sensors

E.2.4.5 Industrial

E.2.4.6 Medical

E.2.4.7 Military

E.2.5 Leadership Strategies in the MOEMS Market

E.2.6 Key Tactical Issues

Chapter One Introduction

1.1 Objectives of This Report

1.2 Scope of This Report

1.3 Information Sources and Methodology

1.3.1 Forecasting Methodology

1.4 Plan of This Report

Chapter Two MOEMS Markets

2.1 Introduction

2.2 Telecommunications

2.2.1 Optical Switches

2.2.2 VOAs and Related Products

2.2.3 Tunable Lasers

2.2.4 Tunable Filters

2.2.5 Tunable Detectors

2.2.6 Forecasts of MOEMS Products for Telecommunications: 2003-2008

2.3 Information Technology

2.3.1 Displays

2.3.2 Printers

2.3.3 Interconnects and LANs

2.3.4 Forecasts of MOEMS Products for IT: 2003-2008

2.4 Fiber Optic Sensors

2.4.4 Forecasts of MOEMS Products for Sensors: 2003-2008

2.5 Test and Measurement

2.5.4 Forecasts of MOEMS Products for Test and Measurement: 2003-2008

2.6 Industrial Applications

2.6.1 Optical Alignment and Micromanipulation

2.6.2 Dynamic Focusing Lenses

2.6.3 Forecasts of MOEMS Products for Industrial Applications: 2003-2008

2.7 Medical Applications

2.7.1 Medical Diagnostics

2.7.2 Microsurgery and Related Areas

2.6.3 Forecasts of MOEMS Products for Medical Applications: 2003-2008

2.8 Military Applications

Chapter Three Supplier Analysis

3.1 Introduction

3.2 Agilent

3.3 Amkor

3.4 Analog Devices

3.5 Applied MEMS

3.6 Bluebird Optical

3.7 Boston Micromachines

3.8 Colibrys

3.9 Conventor

3.10 CSEM

3.11 Dalsa Semiconductor

3.12 IMT (Innovative Micro Technology)

3.13 Intel

3.14 Lion Photonix

3.15 MEMSCAP

3.16 MEMSOPTICAL

3.17 Mitsui

3.18 Olympus Optical

3.19 Optron Systems

3.20 PHS MEMS

3.21 Shipley/Haleos

3.22 STMictroelectronics

3.23 Texas instruments

3.24 Xerox

(CIR RESERVES THE RIGHT TO CHANGE THE SUPPLIERS COVERED IN THE FINAL REPORT)

LIST OF EXHIBITS

• Exhibit E-1 Summary of Design and Technology Related Opportunities in MOEMS
• Exhibit E-2 Summary of MOEMS Opportunities by Applications Markets
• Exhibit E-3 Leadership Strategies in the MOEMS Market
• Exhibit 2-1 Forecasts of MOEMS Products for Telecommunications: 2003-2008
• Exhibit 2-2 Forecasts of MOEMS Products for Information Technology: 2003-2008
• Exhibit 2-3 Forecasts of MOEMS Products for Telecommunications: 2003-2008
• Exhibit 2-4 Forecasts of MOEMS Products for Test and Measurement: 2003-2008
• Exhibit 2-5 Forecasts of MOEMS Products for Sensors: 2003-2008
• Exhibit 2-6 Forecasts of MOEMS Products for Industrial Applications: 2003-2008
• Exhibit 2-7 Forecasts of MOEMS Products for Medical Applications: 2003-2008
• Exhibit 2-8 Forecasts of MOEMS Products for Military Applications: 2003-2008