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From Technologies to Markets
Optical Transceivers
for Datacom &
Telecom Market
2021
Market and Technology
Report 2021
Sample
© 2021
TABLE OF CONTENTS
Part 1/5
SCOPE OF THE REPORT 7 FIBER-OPTIC COMMUNICATION NETWORK ARCHITECTURES 56
WHAT WE GOT RIGHT AND WRONG 8 • Generic diagram of FOC network
METHODOLOGIES & DEFINITIONS 9 o Overview
ACRONYM s 10 o Focus on 5G transport network
o Focus on data center network
COMPANIES CITED IN THIS REPORT 12
o Example of Facebook data center topology
ABOUT THE AUTHORS 13
• Network Devices for Telecom and Datacom
IMPACT OF COVID-19 14
EXECUTIVE SUMMARY 17
FIBER-OPTIC COMMUNICATION APPLICATION TRENDS 62
• Macro-trends
FROM TELECOMMUNICATION TO FIBER-OPTIC COMMUNICATION 42
o Global network IP traffic growth
• Historical perspective o Global interconnection bandwidth
• Introduction to telecommunication (TELECOM) o Growth rate for industries across regions
• Introduction to data communication (DATACOM) o Drivers
• Data Communication (DATACOM) vs. Telecommunication (TELECOM) • Datacom vs. Telecom
• Fiber-Optic Communication (FOC) • Trends in data center
o Overview o Data traffic
o Principle o The case of video
o Optical transmitter/receiver o Network architecture
o Optical transceiver o Challenges
o Benefits over metallic-based communication
o Highlights
o Classification of technologies
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 2
TABLE OF CONTENTS
Part 2/5
FIBER-OPTIC COMMUNICATION APPLICATION TRENDS 62 o Key parameters
• Global IP traffic forecast o Notations & Terminology
• Technical challenges - Shannon Limit • Introduction
o Background • Form factor – Overview
o Handling it • Form factor – 10G-300G
OPTICAL TRANSCEIVER MARKET FORECAST 79 • Form factor – 400G-1.6T
• Optical transceiver revenue growth forecast by segment (2020 vs. 2026) • Form factor – Trends
• OT revenue growth forecast by Datacom applications (2020 vs. 2026) • PMDs for 100G OT and above - Overview
• OT revenue growth forecast by Telecom applications (2020 vs. 2026) • PMDs for 100G OT and above - Details
• TOTAL OT o Form factors
o Shipment forecast by segment (2017-2026) • TELECOM - OT type by network connection
o Revenue forecast by segment (2017-2026) • DATACOM - OT type by network connection
• DATACOM OT • Mapping by application | data rate | reach
o Shipment forecast (2017-2026) o Segmentation
o Revenue forecast (2017-2026) • Overview
o ASP forecast (2017-2026) • Multi-Mode vs. Single-Mode OT
o Penetration rate of optical transceiver modules split by data rates • MM and SM vs. Coherent technology
o 100GbE module broken down by transmission reach o Key trends – Evolution from FPP to CPO
o DATACOM OT – Multi-mode vs. Single mode o Key trends – Advanced photonic integration
• TELECOM OT OPTICAL TRANSCEIVER APPLICATIONS 124
o Shipments forecast (2017-2026) • DATACOM trends
o Revenue forecast (2017-2026) o Preview
o ASP forecast (2017-2026) o Focus on intra-rack interconnection
• Conclusion o Focus on inter-rack interconnection
OPTICAL TRANSCEIVER INTRODUCTION 99 o Focus on inter-DC interconnection
• Technology & Trends o Form factors - Interfaces used in data centers vs. Data rates of OT
o Introduction o Global trends - QSFP-DD & OSFP (400G & 200G)
o Role of transceiver in networking o Global trends - QSFP56 & QSFP28 (200G & 100G)
o Key technologies o Status of migration to higher speed
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 3
TABLE OF CONTENTS
Part 3/5
OPTICAL TRANSCEIVER APPLICATIONS 133 • Faceplate Pluggable Optics – What next? 167
• TELECOM trends o Pluggable optics evolution
o Focus on Metro Core / Metro Access interconnection • Moving from copper to the optics
o Focus on 5G and Wireless Optical Transmission interconnection • Packaging vs. Power dissipation vs. BW density
o Global trends - SFP28/QSFP28/QSFP56 • Optical Interconnect Packaging
o Global trends – CFP/CFP2/CFP4 o Beyond 800G
o Global trends – CFP-DCO and -ACO (coherent vs. direct detect) o Challenges: Power
o Status of migration to higher speed o Challenges: Power – How to minimizing
o Faceplate-pluggable model (FPP)
OPTICAL TRANSCEIVER TRENDS 147 • Preview
• 400G and beyond • Advantages
o Trends heading to 400G • Roadmap
o Drivers & Benefits o Co-Packaged Optics (CPO)
o Key applications • Preview
o New interface types and form factors to be deployed • Evolution from FPP to CPO
o DATACOM - 400G applications • Beyond pluggable optics - Cross-sections co-packaging approaches
o DATACOM - 400G compatibility with legacy systems o Optics evolution – Roadmap
o DATACOM - Pluggable coherent ZR/ZR+ o Roadmap – switch ASIC / Optical module / Faceplate density - Comparison
• Introduction • Switch ASIC trends 181
• Use cases o Switch ASIC evolution
• Coherent optical transmission • Overview
• Form factors • Roadmap
• Cost effective architecture • Growth over time
• Technology outcomes • Future
• Toward Silicon Photonics o PAM4 technology impact on switch chip technology
o TELECOM - 400G applications
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 4
TABLE OF CONTENTS
Part 4/5
Optical Transceiver Technology – o Wavelength and material choice
Key Parameters in Fiber-Optic Communication 187
• Optical wavelength bands o Integration with InP based mixers (for coherent detection)
• Bandwidth & Distance Key parts of optical transceiver: 400G QSFP-DD DR4 215
• Modulation
• Preview
• Intensity modulation vs. Coherent modulation
• TOSA
• Pulsed Code Modulation - PAM4
• Toward higher throughput • TOSA – InP Lasers
• Parallelization • TOSA – Fiber optic coupler
• Multiplexing - TDM & WDM • Laser driver
Key components 195 • ROSA
• Introduction • Electronic Board
• Cost estimate
• Laser diode
o in datacom & telecom Key parts of optical transceiver: 100G QSFP28 CWDM 228
o EELs vs. VCSELs – Attributes and parameters • Preview
o EEL – Comparison of DML and EML • TOSA
o Comparison of EEL (DFB & FP) and VCSEL
• TOSA – InP Lasers and Photodiodes
o Wavelength and material choice
• TOSA – Spatial Multiplexer and Fiber Optic Coupler
o Technology platform/type vs. Reach distance
o Use case example - 100G data center • TOSA – Fiber Optic Coupler
o Integration with InP optical modulator (for coherent emission) • ROSA
o Silicon Photonic integrated circuits for CPO • Electronic board
• Photodiode • Cost estimate
o Device type overview
o Photodetection principle
o Comparison of photodetectors
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 5
TABLE OF CONTENTS
Part 5/5
OPTICAL TRANSCEIVER INDUSTRY 239 o SiPh platform
• Introduction • Strategy
• Mapping of key players (at transceiver module level) o Positioning and level of integration of key OT players
• Market shares o Disaggregation vs. Vertical integration
o 2018-2020 evolution - DATACOM & TELECOM o Product portfolio of key suppliers
o 2018-2020 evolution - DATACOM
• Competition
o 2018-2020 evolution - TELECOM
o Key competitive factors
• 2018-2020 revenue growth/decline for OT suppliers
o Small players vs. Large players
• 2021 revenues trends
• Cost aspects - Multi-mode vs. Single-mode transceivers 1/2
• Technology platform - Indium Phosphide (InP) vs. Silicon Photonics (SiPh)
• Silicon Photonic
• Recent Mergers & Acquisitions (M&A)
o Overview
o Transceivers suppliers
o Recent bidding war in photonics market o Manufacturing aspects
o Coherent opted for II-VI • Focus on China
o InP platform - II-VI acquired Finisar
o Historical perspective
o InP - Lumentum acquired Oclaro
o InP - Others
o Recent trends
o Silicon Photonics - Acquisitions by Cisco • Global trends
o Silicon Photonics – Others • The U.S.-China relationship in the photonics industry
• Outlook • U.S. vs. CHINA – Optical transceiver market
• How could decoupling China from the U.S impact the laser and photonics
• Supply chain
industry?
o Overview
o InP platform - The different models in DATACOM • Conclusion
o InP platform - The different models in TELECOM
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 6
SCOPE OF THE REPORT
In Scope Out of Scope
Optical Optical
Communication Communication
Datacom Datacom
Optical Optical Fibers,
Transceivers Connectors,
• Technology
Equipment,
• Industry Yours needs are
• Market Services
out of scope of
this report?
Telecom Telecom Contact us for a custom study:
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 7
WHAT WE GOT RIGHT AND WRONG
✓ ✗
• Globally we covered all trends in Datacom and Telecom • In the first version of the OT report 2020 we have identified the key
• We have achieved to link material platforms with different global players. The high number of players shows how fragmented the
types of optical modules – well structured in the report. optical modules industry is. Despite the effort to find all top players
on the market in 2020, we have additionally recognized important
players in 2021, which mostly operate at Chinese market.
• Hisense Broadband, Broadex, Luxshare, CIGtech, Crealights
• To avoid changing the market model significantly the revenues top
players for 2018 and 2019 were adjusted to the overall revenue
• The OT market size for 2019 was estimated based on quaternal and
annual results of key players. In 2020, when we were collecting data
for 2019, some of the players’ results had not been completely
available. For this reason, some of our estimates were inaccurate.
• As a result, the overall impact on market figures was negligible. The
market size for 2018 and 2019 have slightly increased - less than 1%.
The market share has also been minimally impacted (~1%). As the
new key Chinese players have been recognized the ranking was
updated accordingly.
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 8
METHODOLOGIES & DEFINITIONS
Yole’s market forecast model is based on the matching of several sources:
Preexisting
information
Market
Volume (in M units)
ASP (in $)
Revenue (in $M)
Information
Aggregation
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 9
ACRONYMS 1/2
ADC Analog-to-Digital Converter EPON Ethernet Passive Optical Network
AOC Active Optical Cable ER Extended Reach
BER Bit Error Rate ER Extinction Ratio
BIDI Bi-directional eSR Extended Short Reach
BOA Board-mounted Optical Assembly eSWDM extended SDWM
CATV Cable TV (Transport) FC Fiber Channel (protocol)
CD Chromatic Dispersion FCoE Fiber Channel over Ethernet (protocol)
CFP Optical Transceiver Form Factor Used For 40G And 100G FDR Fourteen Data Rate
CML Chirp Managed Laser (Transmitter) FEC Forward Error Correction
CMOS Complementary-metal-oxide-semiconductor FP Fabry-Perot (laser)
CPO Co-packaged Optics FPP Faceplate Pluggable Optics
CPRI Common Public Radio Interface (Protocol) FTTx Fiber to the “x” (edge, home, etc.)
CWDM Coarse Wavelength Division Multiplexing Gb/s Giga bits per second
CXP Optical Transceiver Form Factor With 12 Electrical Channels, GBIC Gigabit Interface Converter (optical transceiver)
each at 10G GHz Gigahertz
DACs Digital-to-analog Converters GPON Gigabit Passive Optical Network
DBR Distributed Bragg Reflector (Laser) IC Integrated Circuit (aka “chip”)
DFB Distributed Feedback (Laser) InP Indium-Phosphide
DPSK Differential Phase-shift Keying LAN Local Area Network
DQPSK Differential Quadrature Phase-shift Keying LASER Light Amplification by Simulated Emission of Radiation
DSP Digital Signal Processing LCoS Liquid Crystal on Silicon
DWDM Dense Wavelength Division Multiplexing LIDAR Light Detection and Ranging
ECPRI Enhanced CPRI (Protocol) LR Long Reach
ECWDM Extended CWDM LW Long Wavelength
EDFA Erbium-doped Fiber Amplifier
EDR Enhanced Data Rate In fiber-optic communication technology there are many terms that may
EMI Electromagnetic Interference need explanation. Please refer to the glossary in the appendix.
EML Electro-absorption Modulated Laser
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 10ACRONYMS 2/2
MLSE Maximum Likely Sequence Estimator ROSA Receive Optical Subassembly
MMF Multimode Fiber RU Rack Unit
MPO Multi-fiber Push On (Connector) SAS Serial Attached SCSI
MSA Multi-source Agreement SDM Space-division Multiplexing
MSO Multi System Operator (Cable Operators) SFF Small Form-factor (Optical Transceiver)
μP Micro Processor SFP Small Form-factor Pluggable (Optical Transceiver)
OADM Optical Add/Drop Multiplexer SFP+ Small Form-factor Pluggable Plus (Optical Transceiver Capable Of 10G)
OCM Optical Channel Monitor SMF Single Mode Fiber
OMA Optical Modulation Amplitude SONET/SDH Synchronous Optical Networking/Synchronous Digital Hierarchy
OSA Optical Subassembly (Protocols)
OSNR Optical Signal To Noise Ratio SR Short Reach
OT Optical Transceiver SW Short Wavelength
OTN Optical Transport Network SWDM Shortwave Wavelength Division Multiplexing
PAM Pulse Amplitude Modulation T2DOC Transceiver To Transceiver Digital Optical Communication
PCI Peripheral Component Interconnect (Protocol) TIA Trans Impedance Amplifier
PCIe PCI Express (Protocol) TOSA Transmit Optical Subassembly
PDM Polarization Division Multiplexing WSS Wavelength Selective Switch
PMD Physical medium dependent VCSEL Vertical Cavity Surface Emitting Laser
PMD Polarization-mode Dispersion VOA Variable Optical Attenuator
PON Passive Optical Network VSR Very Short Reach
PSM Parallel Single Mode XFP 10G Pluggable Form Factor (Optical Transceiver)
QDR Quad Data Rate
QSFP+ Quad Small Form-factor Pluggable Plus (Optical Transceiver) In fiber-optic communication technology there are many terms
QSFP-DD QSFP Double-density that may need explanation. Please refer to the glossary in the
RF Radio Frequency (Over Fiber) appendix.
ROADM Reconfigurable Optical Add/Drop Multiplexer
RoHS Restriction of Hazardous Substances
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 11COMPANIES CITED IN THIS REPORT
Acacia Communication, Accelink, Adtran, ADVA, Alibaba, Amazon Web Services, Apple, Applied
Optoelectronics Inc (AOI), Arista, ATOP, AZ by CyrusOne, Baidu, Broadcom, Champion ONE, Ciena
(Cyan), Cisco, ColorChip, Dell, E.C.I. Networks, Ekinops, Emcore, Eoptolink, Facebook, Fiberhome,
Finisar (now II-VI), Foxconn Interconnect Technology (FOIT), Fujitsu Networks, Fujitsu Optical
Components, Gigalight, Google, HG Genuine Optics, Hisense Broadband, Huawei, HUBER+SUHNER
Cube Optics AG, IBM+Softlayer Cloud Services , II-VI, Infinera (Coriant, Transmode), InnoLight, Inphi,
Intel, IPG Photonics (Menara Network), J.P. Morgan, Juniper Networks, Lumentum, MACOM, Mellanox,
Microsoft, NEC, NeoPhotonics, Nokia (Alcatel Lucent), NTT Electronics, Oclaro, OE Solutions, Oplink
(MOLEX), Padtec, Rackspace , Ranovus, Renesas (Integrated Device Technology), Rockley Photonics,
Sicoya, Skorpios Technologies, Source Photonics, ST, Sumitomo, Tencent,Verizon , Xtera,Yahoo, ZTE,
and more.
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 12ABOUT THE AUTHORS
Biographies & contacts
Dr. Martin VALLO, Market & Technology Analyst
Dr Martin Vallo is a Technology & Market Analyst specializing in solid-state lighting technologies within the Photonics, Sensing & Display division at Yole Développement (Yole).
With 9 years’ experience in semiconductor technology, Martin is currently involved in the development of technology & market reports as well as the production of custom
consulting projects at Yole.
Prior to his work at Yole, Dr Vallo worked at CEA (Grenoble, France), with a mission focused on the epitaxial growth of InGaN/GaN core-shell nanowire LEDs by MOCVD
and their characterization for highly flexible photonic devices. Martin graduated from Academy of Sciences, Institute of Electrical Engineering (Slovakia) with an engineering
degree in III-nitride semiconductors.
Contact: martin.vallo@yole.fr
Pars Mukish, Business Unit Manager
Pars Mukish holds a Master’s in Materials Science and Polymers from ITECH in France and a Master’s in Innovation and Technology Management from EM Lyon, also in France.
He is a Business Unit Manager at Yole Développement, the ‘More than Moore’ market research and strategy consulting company, as senior market and technology analyst in
the fields of LED, OLED, lighting technologies, and compound semiconductors. He performs technical, economic, and marketing analyses. In 2015, Pars was named business unit
manager for emerging sapphire, LED/OLED, and display/lighting activities.
Previously, he worked as marketing analyst and techno-economic analyst at CEA, a French research center for several years.
Contact: pars.mukish@yole.fr
Dr. Eric Mounier, Fellow Analyst
With more than 25+ years of experience within the semiconductor industry, Eric Mounier, PhD. is Fellow Analyst at Yole Développement (Yole). Eric is daily providing deep
insights into current and future semiconductor markets and innovative technologies such as Si photonics, MEMS, quantum computing and new type of sensors.
Based on a relevant methodology expertise and strong technological background, he is closely working with the overall teams at Yole to point out disruptive technologies and
analyze business opportunities.
Eric Mounier has a Semiconductor Engineering Degree and a Ph.-D in Optoelectronics from the National Polytechnic Institute of Grenoble (France).
Contact: eric.mounier@yole.fr
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 13Impact of Recent Macroeconomic Trends –
the COVID-19 PandemicIMPACT OF COVID-19
New types of bandwidth demand
New behavior
emerging out of
the COVID-19
crisis driving
new types of
bandwidth
demand.
Courtesy of Inphi and other industrials
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 15IMPACT OF COVID-19
Global economic downturns (also related to COVID-19)
• The global economy have higher level of uncertainty.
• It is difficult to estimate growth or contraction in various parts, sectors, and regions of the economy, including optical
communications, semiconductor, and other markets.
• Economic downturns is related to decreases in the rate of consumption or use of products along the supply chain. Such
conditions could have adverse effect on demand for products integrators as well as on demand for suppliers’ products.
• Adverse changes that may affect operating results:
• disruption in the credit and financial markets in major markets
• adverse effects of slowdowns in the U.S., European, or Chinese economies,
• reductions or limited growth in consumer spending or consumer credit
• global trade tariffs
• Furthermore, adverse changes may negatively affect sales of products, commodity prices, the financing availability, and costs
associated with manufacturing and distributing products.
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 16FIBER-OPTIC COMMUNICATION APPLICATION TRENDS
Macro-trends – Global network IP traffic growth
• Each year, Global device and connection growth
various new (Market share 2018 → 2023) 2023
devices with Other (2% → 4%)
increased Tablets (4%→3%)
capabilities and PCs (7%→4%) 1.1B
intelligence are TVs (including game consoles) (13%→11%)
introduced and
The trend is to adopted in the Non-Smartphones (14%→5%) 1.6B
accelerate the market. Smartphones (27%→23%)
0.8B
increase in the Machine-to-Machine (M2M) (33%→50%)
• The average
average number number of 2018
of devices and devices and 0.4B 3.2B
connections per connections per 1.2B
household and capita will grow 0.7B 14.7B
per capita. from 2.4 in 2018
to 3.6 by 2023 2.7B
1.4B 6.7B
2.4B
4.8B ~29.3B
6.1B CAGR 10%
~18.4B (Source: Yole & Cisco Annual Internet Report)
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 17FIBER-OPTIC COMMUNICATION APPLICATION TRENDS
Macro-trends – Drivers
Data-centric applications Emerging applications
Cloud services Industrial automation traffic
Global traffic Video streaming at higher-definition (4k or 8k)
growth is mainly Connected Automated logistics
AR/VR
car & manufaturing
driven by high-
resolution video
streaming Video data rates of today and the future
services.
Global internet video traffic
UHD Video (3%→22%)
HD Video (46%→57%)
SD Video (50%→21%)
Source: Cisco Annual Internet Report
Source: Cisco Annual Internet Report Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 18OPTICAL TRANSCEIVER MARKET
Optical transceiver revenue growth forecast by segment (2020 vs. 2026)
2026
Datacom $15.1B $20.9B
Telecom CAGR 19%
2020
$9.6B
$5.3B $5.8B
CAGR 5%
$4.3B CAGR 2020-2026:
14%
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 19OPTICAL TRANSCEIVER MARKET
DATACOM OT shipment forecast (2017-2026) 1/2
• The vast volume of optical
transceivers for data
centers depends on …
High demand continues:
The OT • Xx
shipments in
datacom • Xx
segment is
expected to
grow from xx • xx
Munits in 2020
to xx Munits in
2026.
CAGR2020-2026 =
xx%.
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 20OPTICAL TRANSCEIVER MARKET
TELECOM OT shipment forecast (2017-2026) 1/2
• xx
• Xx
The total
shipments of • Xx
OT for
telecom is
highly • xx
impacted by
deployment of
wireless OTs
over the
period.
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 21OPTICAL TRANSCEIVER INTRODUCTION – TECHNOLOGY & TRENDS
Notations & Terminology – PMDs for 100G OT and above – Overview
ER4 ER4
LR4 LR8 LR4 LR8
FR4 FR8 FR4 xx xx
DR4 PSM4 DR4 PSM
CWDM4/CLR4 CWDM8
SR4 AOC SR4 AOC xx xx
AOC DAC AOC DAC AOC DAC
Source: Gigalight 100G 200G 400G 800G
PMD = Physical medium dependent
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 22OPTICAL TRANSCEIVER INTRODUCTION – TECHNOLOGY & TRENDS
Form factors – Mapping by application | data rate | reach
Applications
• Use cases for different optical modules. Datacom Telecom
• Different form factors and data rates can be used for other applications.
• Typical example: 100G optical transceiver has wide range of formOPTICAL TRANSCEIVER INTRODUCTION – TECHNOLOGY & TRENDS
Key trends – Evolution from FPP to CPO 1/2
2019 2023/2024
12.8 Tbps 51.2 Tbps
Evolution toward CPO
assembly with pluggable ELS
modules on the switch PCBA
Source: Cisco
32x 400G QSFP-DD or OSFP 8x optical modules for CPO
External Laser
Source Optical
(ELS)
↓ Tx module
Evolution toward CPO
Rx
optical modules
QSFP-DD W: 18.35 mm, L: 89.4 mm and T: 8.5 mm CPO optical module W: ~20 mm, L: ~60 mm
OSFP W: 22.58 mm, L: 107.8 mm and T: 13.0 mm The standard organizations do not intend to define a fixed form factor
FPP – Faceplate-pluggable Optics for the ELS module.
CPO – Co-Packaged Optics Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 24OPTICAL TRANSCEIVER APPLICATIONS – DATACOM TRENDS
Status of migration to higher speed
Intra-rackKEY PARTS OF OPTICAL TRANSCEIVER – 100G QSFP28 CWDM
Courtesy of
Preview
Module housing ROSA
Electronic board TOSA
Optical transceiver Courtesy of System Plus Consulting
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 26KEY PARTS OF OPTICAL TRANSCEIVER – 100G QSFP28 CWDM
Courtesy of
Cost estimate (3/3)
Transceiver module Total Material Cost TOSA ROSA
$xx $xx $xx $x
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 27OPTICAL TRANSCEIVER KEY COMPONENTS
Laser diode – EELs vs. VCSELs – Attributes and parameters – 1/2
EEL VCSEL
Primarily GaAs devices
Any material systems 650nm low yield
Wavelength 650, 780, 850, 1300, 1500nm 850nm high yield
low to moderate yield 940nm high yield
1300nm very low yield
Speed Xx Xx
Optical beam Xx Xx
Electrical to optical power
Xx Xx
conversion
Modal characteristics Xx Xx
Processing xx xx
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 28OPTICAL TRANSCEIVER KEY COMPONENTS
Laser diode - Comparison of EEL (DFB & FP) and VCSEL
Transmission Speed
DFB FP VCSEL
xx xx xx xx xx
Mbps Mbps Gbps Gbps Gbps
++ + –
Different laser 850 nm LED PAROLI*
xx m
diode AlGaAs/AlAs Multi Mode 850 nm VCSEL Multi Mode
Transmission Distance
InGaAsP/InP InGaAsP/InGaP InGaAsN/GaAs
technologies Multi Mode Multiple
xx m Fibers
are present in – + ++
optical
communicatio xx km
– – ++ 1.3 µm Fabry-Pérot 1.55 µm
n sector DFB
Single Mode 1.3 µm DFB Single Mode
depending on ++ – + xx km
transmission Single Mode Externally
Modulated
distance and ++ ++ – xx km
speed.
*PAROLI = Parallel optical link
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 29OPTICAL TRANSCEIVER INDUSTRY
Market shares - 2018-2020 evolution - DATACOM & TELECOM 1/3
2018 2019 2020
Total Total Total
2018: 2019: 2020:
$xB $xB $xB
+1.6% +xx%
• Strong growth of Chinese players - • Finisar is wholly owned by II-VI – combined revenue. • II-VI – increased share.
particularly InnoLight. • Lumentum strengthened after the acquisition of • Broadcom has reacquired the optical transceiver and
• Lumentum completed acquisition of Oclaro and returned to 2nd position. technology assets Avago Technologies sold to
Oclaro in the end of third quarter. • Lower demand from major cloud companies - Foxconn Interconnect Technology
InnoLight impacted.
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 30OPTICAL TRANSCEIVER INDUSTRY
2017-2020 revenue growth/decline for OT suppliers 1/3
The US – China
In this analysis, it is important
trade war and to understand that all revenues
the new small have been converted to USD
vendors that have (for comparison) and fiscal
emerged on the years of all players have been
market recently unified to calendar year.
As a result the revenues
caused decline in presented are dependent on
some of the annual exchange rate and
TOP15 players’ unified fiscal years.
revenues.
Discontinued
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 31OPTICAL TRANSCEIVER INDUSTRY
Strategy - Product portfolio of key suppliers
DATACOM TELECOM
Fibre SONET/ CWDM/ 5G & Bidi High Speed
Ethernet Infiniband AOCs Coherent
channel SDH DWDM Wireless Access Components
II-VI (+Finisar)
Different Lumentum (Oclaro)
strategies is Foxconn Interconnect Technology (FIT)
also projected HG Genuine Optics
into the Accelink
product Sumitomo
portfolio and InnoLight
segment Source Photonics
interest. Cisco (Acacia)
Fujitsu Optical components
MOLEX (Oplink)
NeoPhotonics
Macom
HUBER+SUHNER Cube Optics AG
NTT Electronics
In portfolio Not in portfolio
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 32OPTICAL TRANSCEIVER INDUSTRY
Supply chain - InP platform - The different models in DATACOM
InP substrate Epitaxy Device processing Transceiver Equipment Operator
Model I
And more…
Model II
And more…
Model III
And more…
Model IV And more…
And more…
Model V
And more…
• Non-exhaustive list,
• No direct link between companies
• Infinera has its InP fab, Huawei is building an InP fab in Wuhan China.
• Silicon photonic uses InP laser. Intel has internal Epi wafer development capability. Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 33U.S. VS. CHINA – OPTICAL TRANSCEIVER MARKET
U.S. vs. CHINA – Optical transceiver market
• Chinese DC operators heavily invested
into the local optics products which
leads to steep growth of Chinese
transceiver market. CAGR2017-2020 = 9% TOTAL
MARKET
• China wants to maintain its economic
growth by ensuring a secure and
controllable technology supply chain as
well as building domestic technology
sectors to be self-sufficient in those U.S.
Optical parts impacted by tariffs.
CAGR2017-2020 =1%
transceivers • American companies cannot sell in
industry in the China or become targets of consumer
boycotts. The loss of revenue for
U.S. has grown American photonic companies will far
last three years exceed that of their Chinese
only by 1% counterparts. CAGR2017-2020 = 24%
while in china
by 24%.
U.S. players Chinese players
Value • Optics & Electronics component designers • High volume deployment
and manufacturers • Cost drivers
• Patent portfolio • High domestic demand
• Standard leaders
Characteristic Looking at other markets to levarage know-how Mostly focus on Datacom/Telecom
and material platforms foundries → LiDAR for markets
automotive, 3D sensing for consumer
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 34YOLE GROUP OF COMPANIES RELATED ANALYSES
Yole Développement
Silicon Photonics 2021 Edge Emitting Lasers – Technology VCSEL - Technology and
and Market Trends 2021
Market Trends 2021
Contact our
Sales Team
for more
information
InP Wafer and Epiwafer Market GaAs Wafer and Epiwafer Market:
RF, Photonics, LED, Display and PV
– Photonic and RF Applications Applications 2020
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 35YOLE GROUP OF COMPANIES RELATED ANALYSES
System Plus Consulting
InnoLight’s 400G QSFP-DD Intel Silicon Photonic 100G
Optical Transceiver PSM4 QFSP28 Transceiver
Contact our
Sales Team
for more
information
Intel Silicon Photonic 100G
CWDM4 QFSP28 Transceiver
Optical Transceivers for Datacom & Telecom Market 2021 | Sample | www.yole.fr | ©2021 36HOW TO USE OUR DATA?
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