OPTICAL MODULATORS GLOBAL MARKET FORECAST & ANALYSIS

SUMMARY

2007-2012 forecast of the Global and Regional markets for selected commercial optical communication modulators.

Report Statistics

• Text Pages: 260
• Database Pages: 16
• Database Forecast Tables: 18

This is the ElectroniCast Global Forecast of consumption forecast of modulators in selected commercial optical communication applications. Optical modulators encode information onto optical transmissions by converting electronic data signals to optical pulses. The years of coverage, in this report, are: 2007-2012. This report provides the modulator market forecasts in terms of Quantity (number of units), Average Selling Prices (ASPs) per unit and Consumption Values.

During the forecast period, bandwidth expansion demands will push for new network links, incorporating Metro Core, Metro/Access, Long Haul, DWDM, OADM and other system-based deployments.

Competitive alternative solutions to Electro-optical (E-O) including Electro-Absorption (EA), Indium Phosphide (InP) and Mach-Zehnder (M-Z) modulator integration and other solutions are being developed. Packaging is a key driver, along with the main multiple: Economics. ElectroniCast summarizes that the engineering and technology advances will be developed. However, without the cost-effectiveness of the component and a suitable package, meeting all specification and customer demands, a particular modulator product will not be successful. Again, the technology advancements are secondary to the packaging and cost issues.

In this report, the optical modulator market is presented in segments:

• Electro-Absorption (EA) Type
• Electro-Optical (E-O) Type
• “Other” modulator Type

In 2007, Electro-optical (E-O) optical communication external modulators, typically utilizing Lithium Niobate as a base held a 33.8 percent market share of global consumption, $150.9 million. The acceptance of Lithium Niobate (LiNbO3) as a material used in external amplitude and phase modulators results from its low optical loss and high electro-optic coefficient. Modulators used in the higher-price (ASP per unit) 40 Gbps links will demonstrate dramatic growth, especially and initially in the Lithium Niobate segment. As the demand for bandwidth continues to increase, it will be necessary to deploy low cost optical communication links that are closer to the end user than ever before.

The category list of each of the optical modulators, by transmitter throughput (data rate speed):

• 2.5 Gbps
• 10 Gbps
• 40 Gbps
• Other Data Rates (Miscellaneous/not specified)

TABLE OF CONTENTS

1. Executive Summary

• 1.1 Optical Modulator Market Forecast
• 1.2 Broadband and FTTx Trends
• 1.3 Fiber Optics Industry Overview
  • 1.3.1 Boom, Bust and the Recovery
  • 1.3.2 Fiber Optics Industry: Decade-to-Decade

2. Optical Modulator Technology

• 2.1 Overview
• 2.2 Modulator Definition

3. Optical Communication Trends

• 3.1 Overview
• 3.2 Fiber Network Technology Trends
• 3.3 Components
  • 3.3.1 Overview
  • 3.3.2 Transmitters and Receivers
  • 3.3.3 Optical Amplifiers
  • 3.3.4 Dispersion Compensators
  • 3.3.5 Fiber Cable
• 3.4 Devices and Parts
  • 3.4.1 Overview
  • 3.4.2 Emitters and Detectors
  • 3.4.3 VCSEL & Transceiver Technology Review
  • 3.4.4 Optoelectronic Application-Specific Integrated Circuits
  • 3.4.5 Modulators
  • 3.4.6 Packages
  • 3.4.7 Optoelectronic Integrated Circuits

4. Competitive Analysis

• 4.1 Overview
• 4.2 Market Share Estimates for Selected Competitors (2007)

5. Methodology

• 5.1 Research and Analysis Methodology
• 5.2 Assumptions of Fiber Optic Component Global Market Forecast

6. Definitions

• 6.1 Acronyms, Abbreviations, and General Terms

7. Market Forecast Data Base - Overview and Tutorial

• 7.1 Overview
• 7.2 Tutorial

EXCEL - Data Base Spreadsheets

Complete Market Forecast (2007-2012)

• Global
• America
• Europe
• APAC

List of Figures

• 1.1.1 Full-band tunable high-dynamic-range transmitter engine, Source JDS Uniphase Corporation
• 1.1.2 Next Generation's UDWDM 2500 Channel Filter Module
• 1.2.1 Access Network Elements
• 1.2.2 Fiber-to-the-Office Forecast Structure
• 1.2.3 Cogent Communication's Multi-National IP Network
• 1.2.4 Broadband-to-the-Premise Architecture
• 1.2.5 Fully Reconfigurable OADM
• 1.2.6 B-PON Optical Line Terminal
• 1.2.7 Alcatel 7340 FTTU-PON System
• 1.2.8 Free Space Optics (FSO) Illustration
• 1.3.1.1 LH/SLH/Submarine Global Fiber Optic Component Shipments
• 1.3.1.2 Regulated Telco Metro/Access Global Fiber Optic Component Shipments
• 1.3.1.3 Enterprise LAN/WAN, SAN, BBTH, SOHO Global Fiber Optic Component Shipments
• 1.3.1.4 Price Trends of a Typical Maturing Component, 1997-2007
• 1.3.2.1 Evolution of Research Emphasis during Technology Life Cycle
• 1.3.2.2 Evolving to the All-Optical Network
• 1.3.2.3 AON - Technology Demonstration Roadmap, Source: CRC
• 1.3.2.4 AON - Test-bed Network Platform, Source: CRC
• 2.1.1 10-Gbit/s directly modulated DFB laser and scope to network system (Source: NTT)
• 2.1.2 Structures of a LN Modulator (Source: Sumitomo Osaka Cement Opto-Electronics Group)
• 2.1.3 “ZERO” and “ONE” Driving Voltage of the LN Modulator (Source: Sumitomo)
• 2.1.4 Electrical Digital Signals are Transformed into Optical Digital Signal (Source: Sumitomo)
• 2.1.5 Changes in the “phase” of optical signals by applying voltage (Source: Sumitomo)
• 2.1.6 Reducing DC Drift (Source: Sumitomo Osaka Cement Opto-Electronics Group)
• 2.1.7 Reducing DC Drift, Continued (Source: Sumitomo Osaka Cement Opto-Electronics Group)
• 2.1.8 Bias Control Configuration by TAP Coupler and PD Integrated Modulator (Source: Sumitomo)
• 2.1.9 Y-Combiner Junction (Source: Sumitomo Osaka Cement Opto-Electronics Group)
• 2.1.10 Main Optical output and Monitor signal (Source: Sumitomo)
• 2.1.11 10 Gbps LN Optical Modulator CODEON's Mach-10TM (source: COVEGA: CODEON)
• 2.1.12 40Gbps LN optical modulator with 1.8V drive voltage (Source: Fujitsu Limited)
• 2.1.13 Package Size (Hermetically-sealed) Drawings - 40Gbit DQPSK Modulator (Source: Sumitomo)
• 2.1.14 40 Gbps DQPSK Optical Transceiver (Source: Fujitsu Limited)
• 2.1.15 Transmission Reach as Limited by PMD (Source: Fujitsu Limited)
• 2.1.16 Electroabsorption Modulator Structure Illustration
• 2.1.17 The OL5157M EML (Source OKI Electric Europe GmbH)
• 2.1.18 EML Line Drawing (Source: Agere Systems: Acquired by LSI Corporation)
• 2.1.19 Configuration Using a PEM for Measurement Application (Source: University of Wisconsin)
• 2.2.1 High-Speed Laser Diode Modules (Source: NEC Compound Semiconductor Devices)
• 2.2.2 Injection Laser with EA modulator (Source: RPI)
• 2.2.3 External Modulation, General Circuit
• 3.2.1 Network Bandwidth Expansion Alternatives
• 3.2.2 Xanoptix Multifiber Transmitters
• 3.2.3 Flexible Optical Backplane
• 3.4.3.1 Genealogy of VCSELs
• 3.4.3.2 New Focus 10 Gbps VCSEL Optical Subassembly
• 3.4.3.3 4 x 3.125 Gbps WWDM SFF Transceiver Concept
• 3.4.3.4 Assembled Non-Functional 4 x 3.125 Gbps WWDM SFF Transceiver Concept Module
• 3.4.3.5 WWDM Transceiver, Transmit Side Optical Combiner
• 3.4.3.6 WWDM Demultiplexing Subassembly
• 3.4.3.7 CWDM VCSEL Transceiver (8-wavelength diagram)
• 3.4.3.8 4-Channel VCSEL Transceiver
• 3.4.3.9 Corona Optical Systems OptoCube 40
• 3.4.3.10 Array VCSEL Interconnects between Cabinets or Racks
• 3.4.3.11 12 x 2.5 Gbps VCSEL Transceiver Package
• 3.4.3.12 Pre-terminated Ribbon Cable Assembly
• 3.4.3.13 Optical Backplane Implementation
• 3.4.3.14 Typical Intra-Office Interconnections
• 3.3.3.15 12 Fiber VSR Architecture
• 3.4.3.16 Converter ASIC Function
• 3.4.3.17 12-Fiber VSR Module vs. OC-192 SONET Line Card
• 3.4.3.18 4 Fiber VSR Architecture
• 3.4.3.19 OC-192 and OC-768 VSR Module Pricing
• 3.4.7.1 Trend of Transceiver Packaging Density, Gigabits/Cubic Inch
• 3.4.7.2 Xanoptix 32x32 Datacom Transceiver
• 3.4.7.3 Bookham Integrated Transceiver; Silicon Waveguides
• 5.1.1 Market Research & Forecasting Methodology

List of Tables

• 1.1.1 Optical Communication Modulator Global Forecast, By Region ($, Million)
• 1.1.2 Optical Communication Modulator Global Forecast, By Region (Quantity, K)
• 1.1.3 Global Forecast of Optical Communication Modulators, by Type ($, Million)
• 1.1.4 Global Forecast of Optical Communication Modulators, by Type (Quantity, K)
• 1.1.5 North American Forecast of Optical Communication Modulators, by Type ($, Million)
• 1.1.6 North American Forecast of Optical Communication Modulators, by Type (Quantity, K)
• 1.1.7 European Forecast of Optical Communication Modulators, by Type ($, Million)
• 1.1.8 European Forecast of Optical Communication Modulators, by Type (Quantity, K)
• 1.1.9 Japan/Pacific Rim Forecast of Optical Communication Modulators, by Type ($, Million)
• 1.1.10 Japan/Pacific Rim Forecast of Optical Communication Modulators, by Type (Quantity, K)
• 1.1.11 Global Forecast of Optical Communication Modulators, by Data Rate ($, Million)
• 1.1.12 Global Forecast of Optical Communication Modulators, by Data Rate (Quantity, K)
• 1.1.13 North American Forecast of Optical Communication Modulators, by Data Rate ($, Million)
• 1.1.14 North American Forecast of Optical Communication Modulators, by Data Rate (Quantity, K)
• 1.1.15 European Forecast of Optical Communication Modulators, by Data Rate ($, Million)
• 1.1.16 European Forecast of Optical Communication Modulators, by Data Rate (Quantity, K)
• 1.1.17 Japan/Pacific Rim Forecast of Optical Communication Modulators, by Data Rate ($, Million)
• 1.1.18 Japan/Pacific Rim Forecast of Optical Communication Modulators, by Data Rate (Quantity, K)
• 1.2.1 Leaders (Countries) in Broadband, Based on Total Subscribers at >200Kbps (one-way)
• 1.2.2 Minimum & Ideal Speeds Necessary for Popular Applications
• 1.2.3 Selected PON Comparison
• 1.2.4 Canadian Broadband Statistical Data (2007)
• 1.2.5 Summary Information - Bell Canada (2007)
• 1.2.6 Summary Information - Cogeco Cable - Canada (2007)
• 1.2.7 Summary Information - Rogers Cable - Canada (2007)
• 1.2.8 Summary Information - Shaw Communications - Canada (2007)
• 1.2.9 Summary Information - Telus - Canada (2007)
• 1.2.10 Summary Information - Videotron - Canada (2007)
• 1.2.11 Latin American Demographic Trends
• 1.3.1 Contrasting Trends during the Business Cycle
• 2.1.1 Specifications - 40Gbit DQPSK Modulator (Source: Sumitomo)
• 2.2.1 Sample AOM specifications
• 4.2.1 Competitive Global Market Share Estimates, Optical Modulators, 2006
• 7.1.1 Optical Modulator Data Base Categories, by Technology Type
• 7.1.2 Optical Modulator Data Base Categories, by Associated Transmitter Data Rate