2005∼2011 年的奈米科技聚合物光學調變器市場的商機、策略、預測 

Many of the arguments surrounding the materials for modulators and methods of integration with lasers are relevant to many of the functions needed for optical networks, not just modulators. The monolithic versus hybrid debate and the quest to reduce package size may seem to favor compound semiconductors. The key issue is not that scientists are working at this scale, it is that they are performing manipulations at the atomic level to create novel materials structures.

Polymer technology is emerging as a significant technology. But, in the context of polymers, there are vast differences. A polymer is not a polymer; a polymer at the nanotechnology level is a collection of carbon and other molecules connected in a particular manner. The ability to make sophisticated polymers with the desired characteristics is basic to the chemistry applied to the optical modulator technology problem.

Any chemist can make a basic polymer. The ability to make a polymer that works for telecommunications in a network as an optical modulator is a far more difficult task. Not every chemist can make the polymer desired. There is a range of options in constructing the polymer and only the nanotechnology experts can generate a polymer with the desired characteristics. There are vast differences in quality even in the select group able to make polymer optical modulators.

The situation is similar to making bread. Everyone can mix flour and yeast. The mixing is easy, you get the ingredients and put them together, but some bread is better than other bread, some is really good, and some is not even eatable. A blob of dough the right length cooked at the right temperature produces bread that rises at the end of cooking instead of producing a limp lump of flour blob. Polymer chemistry is the same.

A polymer is just a collection of carbon molecules and some dyes. The same idea of acorrect mixture at a correct temperature goes for polym ers. It is the recipe and the temperature and the choice of other molecules that are combined with the carbon that makes a functional optical modulator. How carbon is attached and how other molecules are attached to the carbon determine what happens inside the optical modulator.

The important thing is the side groups or the functionality created by the chemistry of the polymer. Not all polymers are the same. Chemically different functionality groups are created to make the optical modulator. How those functionality groups are distributed along the carbon determines what is attached where.

A polymer is just a length of carbon molecules connected together, instead of being a chain they are one unit. The definition of the polymer is further controlled with dyes. These dyes are added in different concentrations and at different temperatures to make proprietary substances that are more of less useful.

Table of Contents

NANOTECHNOLOGY POLYMER OPTICAL MODULATOR EXECUTIVE SUMMARY

NANOTECHNOLOGY POLYMER OPTICAL MODULATOR EXECUTIVE SUMMARY ES-1

Nanotechnology Materials For Modulators ES-1

Optical Modulator Polymer Technology ES-1

Communications Network Driving Forces Impact Need for Polymer Optical Modulators ES-2

Polymer Optical Modulator Networking System Market Driving Forces ES-4

Functionality Created By The Chemistry Of The Polymer ES-6

Optical Modulator Market Forecasts ES-6

NANOTECHNOLOGY POLYMER OPTICAL MODULATOR MARKET DEFINITION AND MARKET

DYNAMICS

• 1. NANOTECHNOLOGY POLYMER OPTICAL MODULATOR MARKET DEFINITION AND MARKET
  • DYNAMICS 1-1
  • 1.1 Nanotechnology Electro-Optical Modulator Telecommunications Markets 1-1
    • 1.1.1 Markets For High Speed Telecom Above The 5 Gbs Frequency 1-1
    • 1.1.2 Polymer Based Optical Modulators 1-2
  • 1.2 Voice in Broadband Next Generation Networks (NGN) 1-2
    • 1.2.1 Value-Added Services 1-3
    • 1.2.2 Voice Over IP (VoIP) Service Providers 1-4
    • 1.2.3 Web GUI 1-4
    • 1.2.4 Charging Micro Payments 1-4
  • 1.3 Changing Internet Traffic Patterns 1-5
    • 1.3.1 Data Traffic 1-6
    • 1.3.2 Internet Traffic At Petabytes 1-6
  • 1.4 Optical Modulators Support High-Speed Network 1-8
    • 1.4.1 Polymer Optical Modulator Technology 1-9
    • 1.4.2 InP and GaAs Optical Modulator Technology 1-11

NANOTECHNOLOGY POLYMER OPTICAL MODULATOR MARKET FORECASTS

• 2. NANOTECHNOLOGY POLYMER OPTICAL MODULATOR MARKET FORECASTS 2-1
  • 2.1 Communications Network Driving Forces Impact Need for Polymer Optical Modulators 2-1
    • 2.1.1 Need For Optical Component Quality And Reliability 2-3
    • 2.1.2 Polymer Optical Modulator Networking System Market Driving Forces 2-4
    • 2.1.3 Increase In Bandwidth Demand 2-6
  • 2.2 Growth Of Telecom Markets 2-7
    • 2.2.1 Optical Switching 2-10
  • 2.3 Optical Modulator Market Forecasts 2-10
  • 2.4 Key Elements Of Optical Component Business Strategy 2-15
    • 2.4.1 Optical Component Market Shares 2-16
    • 2.4.2 Optical Components Industry Has Been Forced To Consolidate 2-20
    • 2.4.3 Optical Component Industry Consolidation 2-20
  • 2.5 Optical Market Overview 2-24
    • 2.5.1 Bandwidth Management 2-26
    • 2.5.2 Wavelength Monitoring 2-26
    • 2.5.3 Market Demand 2-26
  • 2.6 Photonic Integrated Circuit (PIC) Market Forecast 2-30
  • 2.7 Core Wireless Voice Networks 2-30
  • 2.7.1 Optical Modulator Prices 2-32
  • 2.7.2 Optical Modulator Applications 2-33

NANOTECHNOLOGY POLYMER OPTICAL MODULATOR PRODUCT DESCRIPTION

• 3. NANOTECHNOLOGY POLYMER OPTICAL MODULATOR PRODUCT DESCRIPTION 3-1
  • 3.1 Electro-Optical Modulator High Speed Telecommunications Products 3-1
    • 3.1.1 Pacific Wave Polymer Modulators 3-1
    • 3.1.2 Lumera 3-2
    • 3.1.3 Intel 1GHz Silicon-Based Optical Modulator 3-3
    • 3.1.4 Intel 1GHz Silicon-Based Optical Modulator Architecture 3-5
    • 3.1.5 Fujitsu 40Gbps LN Optical Modulator 3-6
    • 3.1.6 OpLink Optical Switching and Routing Products 3-8
    • 3.1.7 OpLink Optical Switching and Routing Products 3-8
    • 3.1.8 Modulators 3-10
    • 3.1.9 Thin-Film Filters 3-11
    • 3.1.10 Add-Drop Multiplexer Modules 3-11
    • 3.1.11 Pump Laser Chips, Pump Laser Modules, Transmission Lasers, And Receivers 3-11
    • 3.1.12 Sumitomo Tiny Bits 3-13

NANOTECHNOLOGY POLYMER OPTICAL MODULATOR TECHNOLOGY

• 4. NANOTECHNOLOGY POLYMER OPTICAL MODULATOR TECHNOLOGY 4-1
  • 4.1 Polymer Technology 4-1
  • 4.2 Lithium Niobate 4-2
    • 4.2.1 Lithium Niobate (LiNbO3) Material Of Choice For Optical Modulators At Bit Rates Of 2.5
    • Gbits/sec And Above 4-3
    • 4.2.2 Lithium Niobate Well Established Optical Modulator Technology 4-4
  • 4.3 Indium Phosphide 4-5
  • 4.4 Gallium Arsenide 4-8
  • 4.5 NRZ and RZ data transmission 4-9
    • 4.5.1 Bandwidth-Efficient Nonreturn To Zero 4-11
    • 4.5.2 Drive Voltage 4-12
    • 4.5.3 X-Cut Modulators 4-12

NANOTECHNOLOGY POLYMER OPTICAL MODULATOR COMPANY PROFILES

• 5. NANOTECHNOLOGY POLYMER OPTICAL MODULATOR COMPANY PROFILES 5-1
  • 5.1 Avanex 5-1
    • 5.1.1 Avanex Lithium-Niobate External Modulators 5-2
  • 5.2 Bookham / New Focus 5-3
    • 5.2.1 Bookham Modulator 5-5
    • 5.2.2 Bookham Phase and Amplitude Modulators 5-8
    • 5.2.3 Bookham Modulator Drivers 5-8
    • 5.2.4 Bookham Optical Choppers 5-8
    • 5.2.5 External Modulation Of A CW -Laser Source Suitable For 40-Gbit/Sec Transmission 5-9
    • 5.2.6 Requirements for LiNbO3 modulators 5-10
    • 5.2.7 40G LiNbO3 Modulation: The Challenge 5-11
  • 5.3 JDS Uniphase 5-13
    • 5.3.1 JDS Uniphase Communications Products 5-13
    • 5.3.2 JDS Uniphase Brand Authentication and Decora tive 5-14
    • 5.3.3 JDS Uniphase Commercial Lasers 5-15
    • 5.3.4 JDS Uniphase Revenue 5-15
  • 5.4 Lumera 5-15
    • 5.4.1 Lumera Scientific Advisory Board: 5-16
    • 5.4.2 Lumera Proprietary Methods 5-22
    • 5.4.3 Lumera Revenue 5-24
    • 5.4.4 Lumera Positioning 5-24
    • 5.4.5 Opportunities For Lumera 5-26
    • 5.4.6 Lumera Partners 5-28
    • 5.4.7 Lumera Nanotechnology 5-30
    • 5.4.8 Lumera Biotechnology Disposables 5-31
    • 5.4.9 Lumera Wireless Antennas & Systems 5-33
  • 5.5 Pacific Wave 5-33
  • 5.6 Sumitomo 5-34