光纖無線電發收器市場之策略、機會與預測： 2005 - 2011 年

Optical investment has been in building core and backbone networks. To harness the power of the optical core and backbone, the metro must be built out. As carriers move into a wider acceptance of optical networks the focus shifts to delivering broadband signals.

Traffic volumes are increasing at a rapid pace. Investment dollars are shifting from the core to metro networks. Carriers that are making money keep deploying and investing in new equipment to offer new services.

As telecommunications service providers extend their networks into metro and access applications, densities diminish and the need for high volume, less expensive components and systems become critical. The amounts of space available for optical networking systems diminish in metro and access systems.

The bottleneck in the deployment of optical networks has been the availability of low cost components that can be manufactured in large scale. Unlike electronic components, optical components are connected with fibers rather than electric pins. It is essential that proper physical connection be made between the fiber connectors and the device. Otherwise, unacceptable optical power losses occur.

Products need to be designed for automated fiber alignment and attachment. Optical components have not been designed for integration within a single fiber package. The output of the component vendor is limited making manufacturing costs high.

Smaller, faster, more complex and less expensive component solutions are ne eded. These drive down the cost of optical systems and solve valuable real estate issues, much of the current effort has centered on the cost of large-scale production of commonly used discrete components such as Erbium Doped Fiber Amplifiers (EDFA) and wavelength multiplexers / de -multiplexers.

Optical component markets at $1.5 billion (US) are expected to reach $2.4 billion by 2009. The world-wide market for integrated active optical products at $1.1 billion in 2003 will grow to $1.5 billion in 2009. Integrated active optical components include products such as transceivers and transponders. Markets for passive optical components at $483 million in 2003 will grow to $871 million in 2009.

Companies Profiled

• Market Leaders
  • Micrel
  • National Semiconductor
  • Maxim
• Market Participants
  • Avnet electronics Marketing
  • Linera Techology
  • Microchip

Table of Contents

OPTICAL TRANSCEIVER MARKET EXECUTIVE SUMMARY

1. OPTICAL COMPONENT MARKET DYNAMICS AND MARKET DESCRIPTION

• 1.1 Transmission And Reception Of Optical Signals
  • 1.1.1 Optical Networking Industry
  • 1.1.2 CATV Optical Components
  • 1.1.3 Telecommunications Optical Components
  • 1.1.4 Data And Storage Optical Components
  • 1.1.5 Fiber optic Communications Systems
• 1.2 Integrated-Optics
  • 1.2.1 Passive Integrated Products
  • 1.2.2 Strong Demand For Power Consumption Reduction
• 1.3 Push To Develop Terabit-Class Optical Communications Systems
  • 1.3.1 ESCON, Fibre Channel, and Gigabit Ethernet
  • 1.3.2 WDM Within The Corporate Network/SAN Segments
  • 1.3.3 Multiplexer
  • 1.3.4 Demultiplexer
  • 1.3.5 Full-Rate / Half-Rate Clocking
  • 1.3.6 WDM: Wavelength-Division Multiplexing
  • 1.3.7 Optical Transmission Interfaces
  • 1.3.8 Optical Transmission Multi-Source Agreements
  • 1.3.9 Compatible TOSA/ROSA Standards
  • 1.3.10 Intelligent Photonic Solutions
• 1.4 Industry Environment
  • 1.4.1 Fiber Optic Component Market Growth Factors
  • 1.4.2 Fiber Optic Comp onent Network Market Financing Factors
  • 1.4.3 Demand For Network Capacity Is Growing
  • 1.4.4 Telecommunications Industry Will Ultimately Improve
• 1.5 Industry Description
• 1.6 Optical Networking Success Factors
• 1.7 Companies That Purchase Optical Components
• 1.8 Products As Basic Building Blocks
  • 1.8.1 Active Components
  • 1.8.2 Passive Components
  • 1.8.3 Semi-Custom-Order Business Model
  • 1.8.4 Components And Modules As Building Blocks
  • 1.8.5 Optical Networks
  • 1.8.6 Product Categories
• 1.9 DWDM Systems
  • 1.9.1 DWDM Architecture
  • 1.9.2 Modular Fiber Optic Components
  • 1.9.3 Long-Distance Optical Transport Components
• 1.10 Technology For Transition
  • 1.10.1 Integrated Optics
  • 1.10.2 Evaluation Units
  • 1.10.3 Next -Generation Optical Network Infrastructure

2. OPTICAL TRANSCEIVER MARKET OPPORTUNITIES AND MARKET FORECASTS

• 2.1 Optical Transceiver Market Driving Forces
  • 2.1.1 Fabrication Of Optical Transceivers Highly Complex And Precise Process
• 2.2 Optical Transceiver Market Forecasts and Market Shares
• 2.3 Optical Transceiver, Receiver, And Transmitter Market Forecasts
• 2.4 Optical Transceiver Applications and Customers
• 2.5 Optical Transceiver Customers and Target Markets
• 2.6 Optical Transceiver Products
  • 2.6.1 Micrel Optical Transceivers
  • 2.6.2 Micrel MIC86x Op Amps
• 2.7 Linear Technology
  • 2.7.1 Micrel Attains Certification For Wafer Fab Environmental Management System

3. OPTICAL TRANSCEIVER COMPANY PROFILES

• 3.1 Avnet Electronics Marketing
• 3.2 Linear Technology
• 3.3 Maxim
  • 3.3.1 Maxim Net Revenues
• 3.4 Micrel
  • 3.4.1 Micrel Radio Frequency Data Communications
  • 3.4.2 Micrels Strategy
  • 3.4.3 Micrel USB Transceiver for Wireless Devices
  • 3.4.4 Micrel Revenues
• 3.5 Microchip
  • 3.5.1 Microchip Technology
  • 3.5.2 Microchip Revenue
  • 3.5.3 Microchip Analog and Interface Products
• 3.6 National Semiconductor
  • 3.6.1 National Semiconductor Strategy
  • 3.6.2 National Semiconductor Focus On High Growth Markets
  • 3.6.3 National Semiconductor Competition
  • 3.6.4 National Semiconductor Net Sales

4. OPTICAL COMPONENT MARKET OPPORTUNITIES AND MARKET FORECAST OVERVIEW

• 4.1 Optical Component Competitive Positioning
  • 4.1.1 Optical Components Industry Has Been Forced To Consolidate
  • 4.1.2 Optical Component Industry Consolidation
  • 4.1.3 Avanex
  • 4.1.4 Bookham
  • 4.1.5 JDS Uniphase
  • 4.1.6 Emcore Corporation Acquired Agere Systems Optoelectronics Business
  • 4.1.7 Triquint Semiconductor
  • 4.1.8 Other Optical Component Companies
  • 4.1.9 Optical Component Competitive Environment
  • 4.1.10 Optical Component Business
• 4.2 Evolution Of The Optical Network
  • 4.2.1 Need For Optical Component Quality And Reliability
• 4.3 Optical Component Market Conditions
  • 4.3.1 Optical Component Market Dynamics
  • 4.3.2 Price-Driven Competition
  • 4.3.3 Industries Deploying Fiber Optic Components And Modules
• 4.4 Key Elements Of Optical Component Business Strategy
• 4.5 Optical Market Overview
  • 4.5.1 Bandwidth Management
  • 4.5.2 Wavelength Monitoring
  • 4.5.3 Market Demand
• 4.6 Fiber Optic Components And Subsystems Market Participants
  • 4.6.1 Optical Co mponent Market Shares
  • 4.6.2 Avanex
  • 4.6.3 Bookham
  • 4.6.4 Emcore
  • 4.6.5 NEC
  • 4.6.6 DiCon
  • 4.6.7 Opnext
• 4.7 Fiber Optic Components And Subsystems Market Forecasts
  • 4.7.1 Fiber Optic Components And Subsystems Market Shares
• 4.8 Market Demand
  • 4.8.1 Optical Component Competitive Positioning
• 4.9 Summary Optical Component Forecasts
  • 4.9.1 Optical Component Market Factors
  • 4.9.2 Optical Component Market Driving Forces
  • 4.9.3 Optical Component Market Segments Optical Component Market Forecasts
  • 4.9.4 Optical Component Segment Market
  • 4.9.5 Metro DWDM and CWDM Market Forecast, Ports
• 4.10 Lighting Dark Fiber
  • 4.10.1 All-Optical Network
  • 4.10.2 Optical Metro Markets
  • 4.10.3 Redefining Network Configuration
  • 4.10.4 Impact of High Speed Networks
  • 4.10.5 Dense Wavelength Division Multiplexing (DWDM)
  • 4.10.6 Dense Wavelength Division Multiplexing Capacity
  • 4.10.7 Multiplexing Family
  • 4.10.8 Transceiver And Transponder Module Market Forecasts
  • 4.10.9 Optical Amplification
  • 4.10.10 Integrated Processing Power
  • 4.10.11 Segmentation Of The Op tical Amplifier Communications Network
  • 4.10.12 Dispersion Management
  • 4.10.13 Reduce The Number Of Suppliers
  • 4.10.14 Metro Optical Networks
• 4.11 Tunable Laser Market Analysis
  • 4.11.1 Tunable Lasers
  • 4.11.2 Tunable Laser Market Participants
  • 4.11.3 Agility Communications
  • 4.11.4 Fujitsu
  • 4.11.5 Tunable Laser Market Shares
  • 4.11.6 Tunable Laser Market Forecasts
  • 4.11.7 Tunable Lasers Market Forecasts
  • 4.11.8 Tunable Laser Demand
  • 4.11.9 Tunable Laser Market Growth Factors
• 4.12 Photonic Integrated Circuit (PIC) Market Forecast
• 4.13 Increase In Bandwidth Demand
  • 4.13.1 Optical Switching
  • 4.13.2 Changing Internet Traffic Patterns
  • 4.13.3 Data Traffic
• 4.14 Optical Component Testers
• 4.15 Regional Analysis
• 4.16 DWDM Regional Analysis
  • 4.16.1 Optical Component Regional Markets

List of Tables and Figures

OPTICAL TRANSCEIVER MARKET EXECUTIVE SUMMARY

• Table ES-1 Optical Transceiver Market by Industry
• Figue ES-2 Worldwide Optical Transceiver Industrial and Military Market Shares, Shipment Dollars, 2004
• Figue ES-3 Worldwide Optical Transceiver, Receiver, and Transmitter Commercial and Military Market Forecast Dollars, 2005-2011

OPTICAL TRANSCEIVER MARKET DYNAMICS AND MARKET DESCRIPTION

• Table 1-1 Selected Communications Market Participants
• Table 1-2 Integrated Optics In Active Components
• Table 1-3 Passive Integrated Product Platforms
• Table 1-4 Passive Integrated Product Products
• Table 1-5 MSA Compatible TOSA/ROSA Standards
• Table 1-6 Optical Component Product Qualification Process
• Table 1-7 Fiber Optic Component Market Growth Factors
• Table 1-8 Fiber Optic Component Network Market Financing Factors
• Table 1-9 Telecommunications Industry Market Growth Factors
• Table 1-10 Internet Traffic Broadband Content
• Table 1-11 Public Telecommunications Network Market Driving Forces
• Table 1-12 Fiber Optic Network Characteristics
• Table 1-13 Optical Networking Success Factors
• Table 1-14 Telecommunications And Cable Television Equipment Providers
• Table 1-15 Fiber Optic Component Market Driving Forces

OPTICAL TRANSCEIVER MARKET OPPORTUNITIES AND MARKET FORECASTS

• Table 2-1 Optical Transceiver Market Competitive Factors
• Table 2-2 Competitive factors in the embedded control market
• Table 2-3 Maintaining Or Reducing Cost Of Optical Transceivers
• Figue 2-4 Worldwide Optical Transceiver Industrial and Military Market Shares, Shipment Dollars, 2004
• Table 2-5 Worldwide Optical Transceiver Industrial and Military Market Shares, Shipment Dollars, 2004
• Table 2-6 Worldwide Optical Transceiver Automotive Market Shares, Shipment Dollars, 2004
• Figue 2-7 Worldwide Optical Transceiver, Receiver, and Transmitter Commercial and Military Market Forecast Dollars, 2005-2011
• Table 2-8 Worldwide Optical Transceiver, Transmitter, Receiver Automotive, and Military Market Forecast, Shipments, Dollars and Units, 2005-2011
• Table 2-9 Worldwide Optical Transceiver, Transmitter, Receiver Commercial, and Military Market Forecast, Shipment Segments, Dollars, 2005-2011
• Table 2-10 Market Shares Transceiver, Receiver, and Transmitter 1999-2006
• Table 2-11 Backplane Transceiver Market Shipment Segment Analysis, Worldwide, Dollars, 2004-2009
• Table 2-12 Optical Transceiver Industry and Typical Application
• Table 2-13 End Applications/Products Example Product Families
• Table 2-14 Optical transceiver embedded control systems applications
• Table 2-15 Optical Transceiver OEM and Customer Markets
• Table 2-16 Micrel Optical Transceiver Functions
• Table 2-17 Micrel MIC86x Op Amps Features

OPTICAL TRANSCEIVER COMPANY PROFILES

• Table 3-1 Micrel Strategy
• Table 3-2 National Semiconductor High Growth Markets

OPTICAL COMPONENT MARKET OPPORTUNITIES AND MARKET FORECAST OVERVIEW

• Table 2-1 Optical Networking System Market Segments
• Table 2-2 Industries Deploying Fiber Optic Components And Modules
• Table 2-3 Key Elements Of Optical Component Vendor Business Strategy
• Table 2-4 Active Optical Component Market Demand
• Table 2-5 Active Optical Component Products
• Table 2-6 Passive Optical Component Products
• Table 2-7 Typical Optical Network Principal Systems
• Table 2-8 Principal Competitors In The Fiber Optic Components And Subsystems Market
• Figue 2-9 Worldwide Optical Component Market Shipments, Dollars, 2003
• Table 2-10 Worldwide Optical Component Market Shares, Dollars, 2003
• Table 2-11 Worldwide Optical Component Segments, Active and Passive, 2003
• Table 2-12 Worldwide Optical Component Segments, Active and Passive, 2009
• Table 2-13 Worldwide Optical Component Shipment Forecasts Market Segments, Dollars, 2004-2009
• Table 2-14 Worldwide Optical Component Shipment Forecasts Market Segments, Dollars, 2004-2009
• Table 2-15 Significant Requirements Among Optical Component Users
• Table 2-16 Optical Component Market Trends
• Table 2-17 Optical Component Market Issues
• Table 2-18 Optical Component Market Driving Forces
• Figue 2-19 Worldwide Optical Component Shipments, Dollars, 2003-2009
• Table 2-20 Worldwide Optical Component Shipments Market Forecasts, Dollars, 2004-2009
• Figue 2-21 Worldwide DWDM Optical Components, Shipments, Dollars, 2004-2009
• Figue 2-22 Worldwide DWDM Optical Components, Shipments, Units, 2004-2009
• Figue 2-23 Worldwide DWDM Optical Components, Shipments, Prices in Dollars 2004-2009
• Table 2-24 Worldwide DWDM Optical Component Shipments Market Forecasts, Dollars, 2004-2009
• Figue 2-25 Global Long Haul DWDM Market Forecasts, Ports, 2003-2008
• Figue 2-26 Global Metro DWDM Market Forecasts, Ports, 2003-2008
• Figue 2-27 Global CWDM Market Forecasts, Ports, 2003-2008
• Figue 2-28 Global DWDM Market Forecasts, Ports, 2003-2008
• Table 2-29 Worldwide DWDM Market Forecasts, Ports, 2003-2008
• Table 2-30 Worldwide Metro DWDM and CWDM Market Forecasts, Ports, 2003-2008
• Table 2-31 Impact of Optical Switching on IP Transport Speeds
• Table 2-32 Worldwide Optical Component Shipments Receivers, Transmitters, and Transceivers Market Forecasts, Dollars, 2003-2009
• Table 2-33 Worldwide Optical Amplifier Shipment Market Forecasts, Dollars, 2003
• Table 2-34 10-Gbps Technologies
• Table 2-35 10-Gbps value chain
• Table 2-36 10-Gbps Active Optics Component And Subsystems Products
• Table 2-37 Segments Of The Network
• Table 2-38 Business Uses of the Internet Driving Broadband Markets
• Table 2-39 Consumer Uses Of The Internet Driving Broadband Markets
• Figue 2-40 Worldwide Tunable Laser Shipment Market Shares, Dollars, 2003
• Table 2-41 Worldwide Tunable Laser Market Shares, Dollars, 2003
• Table 2-42 Tunable Laser Specifications Required By Long-Haul 10-Gbit/Sec System
• Figue 2-43 Worldwide Tunable Laser Market Forecast, Shipments, Dollars, 2003-2009
• Table 2-44 Worldwide Tunable Laser Shipment Market Forecasts, Dollars, 2003
• Table 2-45 Reasons Tunable Lasers Replace Fixed Wavelength Lasers
• Table 2-46 Tunable Laser Competitive Advantage Market Factors
• Table 2-47 Tunable Laser Market Growth Factors
• Table 2-48 Systems Used To Achieve Fiber Optic Scalability
• Table 2-49 Worldwide DWDM Market Forecasts, Percent, By Region, 2003-2008
• Table 2-50 Worldwide DWDM Market Forecasts, Dollars, By Region, 2003-2008
• Table 2-51 Worldwide Optical Component Shipments By Region, Dollars, 2003
• Table 2-52 Worldwide Optical Component Shipments By Region, Dollars, 2009