IndustryARC

Silicon Photonics Market in High Performance

Computing and Telecommunications
Applications

Market Opportunities & Growth Forecasts (2013 2018)



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TABLE OF CONTENTS

1. Global Silicon Photonics Market Overview
2. Executive Summary
3. Global Silicon Photonics Market Landscape
3.1. Market Share Analysis
3.2. Comparative Analysis
3.2.1. Product Benchmarking
3.2.2. End user profiling
3.2.3. Patent Analysis
3.2.4. Top 5 Financials Analysis
4. Global Silicon Photonics in HPC and Telecom - Market Forces
4.1. Market Drivers
4.2. Market Constraints
4.3. Market Challenges
4.4. Attractiveness of the Silicon Photonics Industry
4.4.1. Power of Suppliers
4.4.2. Power of Customers
4.4.3. Threat of New entrants
4.4.4. Threat of Substitution
4.4.5. Degree of Competition
5. Global Silicon Photonics Market Strategic Analysis
5.1. Value Chain Analysis
5.2. Pricing Analysis
5.3. Opportunities Analysis
5.4. Product/Market Life Cycle Analysis
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5.5. Suppliers and Distributors
6. Global Silicon Photonics in HPC and Telecom Market By Applications
6.1. Telecommunications
6.1.1. High Speed Modulation
6.1.2. Fiber to The Home (FTTH)
6.1.3. Signal Routers
6.1.4. Optical Switching
6.1.5. Point to Point (PTP)
6.1.6. Free Space Applications
6.1.7. Active Optical Cables (AOCs)
6.1.8. Metro and Long Haul Applications
6.2. High Performance Computing
6.2.1. Aggregate Bandwidth
6.2.2. Energy per bit
6.2.3. Size and Costs
6.2.4. Parallel Optic Transceivers
6.2.5. Embedded Optical Modules
7. Global Silicon Photonics in HPC and Telecom Market By Product Types
7.1. Optical Modulators
7.2. Multiplexers
7.3. WDM Filters
7.4. Photonic IC
7.5. Waveguides
7.6. Photodetectors
7.7. Optical Interconnects
7.8. DFB Integrated Laser
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7.9. Microring laser
7.10.Others
8. Global Silicon Photonics in HPC and Telecom Market By Materials
8.1. Silicon Photonics
8.1.1. Silicon
8.1.2. Indium-Phosphide (InP) based Alloys
8.1.3. Silicon-Germanium Alloys
8.1.4. Other III-V Alloys
8.2. Photonic ICs
8.2.1. Lithium Niobate
8.2.2. Gallium Arsenide
8.2.3. Indium Phosphide
8.2.4. Silica on Silicon
8.2.5. Silicon on Insulator
8.2.6. Others
9. Global Silicon Photonics in HPC and Telecom Market-Geographic Analysis
9.1. Introduction
9.2. Americas
9.2.1. North America
9.2.2. Brazil
9.2.3. Argentina
9.2.4. Mexico
9.3. Europe
9.3.1. UK
9.3.2. France
9.3.3. Germany
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9.4. APAC
9.4.1. China
9.4.2. South Korea
9.4.3. Japan
9.4.4. Australia
9.5. ROW
10. Market Entropy
10.1. New Product Launches
10.2. M&As, Collaborations, JVs and Partnerships
11. Investment Opportunities Analysis by Target companies/customers, Capital Investments,
ROI, Payback Period and Source of Funds.
12. Company Profiles (Overview, Financials, SWOT Analysis, Developments, Product Portfolio)
12.1. Aurrion
12.2. Bell Labs
12.3. Oracle Labs
12.4. Lightwire
12.5. Fujitsu
12.6. Huawei
12.7. Compass-EOS
12.8. Chiral Photonics
12.9. IBM Corp
12.10. Translucent Inc
12.11. DAS Photonics
12.12. Effect Photonics
12.13. SUSS MicroTec
12.14. Oclaro
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12.15. OneChip Photonics
12.16. Intel
12.17. Cisco
12.18. IHP Microelectronics
12.19. Sandia
12.20. Mellanox Technologies
13. Appendix
13.1. Abbreviations
13.2. Sources
13.3. Research Methodology
13.4. Bibliography
13.5. Compilation of Expert Insights
13.6. Disclaimer
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Report Description

Silicon photonics market involves the production of photonic systems which have silicon as the
optical medium. Waveguides, modulators, switches, photodetectors, lasers, couplers and links are
the building blocks of the silicon photonic systems. Silicon photonics obviously has a wide range of
applications in different industries like telecom, data centers, high performance computing, high
quality video recording and transfer, metrology, medical and defense. The global silicon photonics
market is expected to increase from around $170m in 2013 to around $850m by 2018. High
performance computing though still not commercialized to the extent expected will be a major
growth driver. Telecommunications however will be the backbone on which the global silicon
photonics market is expected to thrive.

The market has been segmented by geography as North America, Europe, Asia, and Rest of the
World (RoW). Market size and forecast is provided for each of these regions. A detailed qualitative
analysis of the factors responsible for driving and restraining growth of the silicon photonics market
and future opportunities are provided in the report.

Competitive landscape for each of the product types is highlighted and market players are profiled
with attributes of company overview, financial overview, business strategies, product portfolio and
recent developments. Market shares of the key players for 2012 are provided. The prominent
players profiled in this report are Lightwire/Cisco, Fujitsu, Aurrion, Mellanox Technologies and
others.
The report contains the most detailed and in-depth segmentation of the silicon photonics in HPC
and telecommunications market.
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Silicon Photonics Market in High Performance Computing &
Telecommunications - TRENDS

The global silicon photonics market has been segmented and analyzed based on the type of
products like multiplexers, WDM filters, waveguides, photodetectors, lasers and so on. The
market is also segmented by end-use applications in HPC and telecommunications. Silicon
photonics though facing many hurdles like low product offerings, high costs, VCSEL
competition and commitment from foundries, IndustryARC expects the market to grow on the
back of recent breakthroughs from R&D of public and private companies along with
universities.
1. Telecommunications application holds the majority share of more than 55% currently in the
overall market revenues and is also the fastest growing segment.
2. Datacenters and high performance computing are the other promising segments which have
high demand use case scenarios based on the successful commercialization of silicon
photonics.
3. Mellanox Technologies, a high speed interconnect company has acquired Kotura for $82m
recently. Kotura produces silicon photonics based optical interconnect technology which
are used in high speed networking applications.









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SAMPLE DATA












Note: Data is for reference only

SILICON PHOTONICS MARKET BY WAVEGUIDE TYPE
($ MILLION) - 2008 - 2015
Type of Waveguide 2008 2009 2010 2011
2012 2015 CAGR (%)
2013-2015
Rib waveguides 1.2 2.1 5.6 xx xx 85.4 58
Strip waveguides
xx xx xx xx xx xx xx
Planar waveguides
xx xx xx xx xx xx xx
Fiber waveguide
xx xx xx xx xx xx xx
Total
xx xx xx xx xx xx xx

Region 2008 2009 2010 2011
2012 2015 CAGR (%)
2013-2020
Telecommunications
xx xx xx xx xx xx xx
Information processing 10.1 11.1 19.7 27.4 38.5 305.0 44
Displays
xx xx xx xx xx xx xx
Consumer electronics
xx xx xx xx xx xx xx
Metrology
xx xx xx xx xx xx xx
Sensing
xx xx xx xx xx xx xx
Medicine
xx xx xx xx xx xx xx
Others
xx xx xx xx xx xx xx
Total
xx xx xx xx xx xx xx
Note: Data is for reference only

SILICON PHOTONICS MARKET BY END-USE APPLICATIONS ($ MILLION) -
2008 - 2015
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SAMPLE DATA


SILICON PHOTONICS MARKET BY MATERIAL ($ MILLION)
2008 - 2015

Type of Material 2008 2009 2010 2011 2012 2015
CAGR (%)
2013-2015
Silicon
xx xx xx xx xx xx xx
Indium-Phosphide
(InP) based Alloys
xx xx xx xx xx xx xx
Silicon-Germanium
Alloys
xx xx xx xx xx xx xx
Other III-V Alloys
xx xx xx xx xx xx xx
Total
xx xx xx xx xx xx xx
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THE ARC ADVANTAGE

An analytical model lies at the core of our process, ensuring logical consistency
throughout our research. We complement the model with secondary data and
interviews with industry experts to reflect the latest trends. With our final expert
validation, we make sure to provide you with only the most accurate and actionable
intelligence.





























THE ARC PROCESS
ANALYTICAL MODEL BASE MODEL CONSOLIDATED MODEL ARC MODEL
Analytical
Method
Base Method Consolidation
Method
Delphi
Verification
1. Granular
breakdown of
drivers into
factors

2. Validate all
factors in terms
of their present
impact on the
market

3. Assign weights
to these factors in
terms of their
relevance and





1. Get a top-
down estimate of
the market

2. Follow it up
with a bottom-up
estimate of the
market

3. Check
forconsistency
and new growth
factors that are
relevant over the
next 10 Years




1. Granular
breakdown of
drivers into
factors

2. Validate all
factors in terms
of their present
impact on the
market.

3. Assign weights
to these factors in
terms of their
relevance and






1. Verify the
findings of the
model with
experts from
across the value
chain

2. Verify the
findings with
players across
small and large
enterprises

3. Tweak the
model and add





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