PHOTONIC INTEGRATED CIRCUITS: TECHNOLOGIES AND GLOBAL MARKETS

Transcription

1 PHOTONIC INTEGRATED CIRCUITS: TECHNOLOGIES AND GLOBAL MARKETS PHO007A March 2014 Sinha G. Project Analyst ISBN: BCC Research 49 Walnut Park, Building 2 Wellesley, MA USA (toll-free within the USA), or (+1) information@bccresearch.com

2 TABLE OF CONTENTS CHAPTER 1 INTRODUCTION 2 STUDY GOALS AND OBJECTIVES 2 REASONS FOR DOING THE STUDY 2 SCOPE OF REPORT 2 INTENDED AUDIENCE 3 INFORMATION SOURCES 3 ANALYST CREDENTIALS 3 RELATED BCC RESEARCH REPORTS 4 BCC RESEARCH ONLINE SERVICES 4 DISCLAIMER 4 CHAPTER 2 SUMMARY 6 SUMMARY TABLE GLOBAL MARKET FOR PHOTONIC IC TECHNOLOGY BY APPLICATION THROUGH 2018 ($ SUMMARY FIGURE GLOBAL MARKET FOR PHOTONIC IC TECHNOLOGY BY APPLICATION ($ 7 7 CHAPTER 3 OVERVIEW 9 MARKET DEFINITION 9 ROADMAP OF PHOTONIC ICS 9 FIGURE 1 ROADMAP OF PHOTONICS IC 9 CURRENT TRENDS AND FUTURE OUTLOOK 10 VALUE CHAIN ANALYSIS 11 FIGURE 2 VALUE CHAIN OF PHOTONICS ICS TECHNOLOGY INDUSTRY 11 SUPPLY CHAIN ANALYSIS 13 FIGURE 3 SUPPLY CHAIN OF PHOTONICS ICS INDUSTRY 13 CHAPTER 4 PHOTONIC IC MARKET BY INTEGRATION 15 INTRODUCTION 15 FIGURE 4 GLOBAL SHARE OF PHOTONIC IC MARKET, BY INTEGRATION, 2012 AND TABLE 1 PHOTONIC IC MARKET, BY INTEGRATION, THROUGH 2018 ($ 16 MARKET DYNAMICS 16 Drivers 16 Increased Monolithic Integration Demand 16 Still in Nascent Stage, Even Technology is Mature 17 MONOLITHIC INTEGRATION 17 TABLE 2 PHOTONIC IC MONOLITHIC INTEGRATION MARKET, BY COMPONENT, THROUGH 2018 ($ MONOLITHIC INTEGRATION IMPORTANT PATENTS 18 Monolithically Integrated Photonic Circuit 18 Monolithic Integrated Photonic Interconnect Device 18 Monolithic Photonic Integrated Circuit 19 Photonic Devices Monolithically Integrated with CMOS 20 HYBRID INTEGRATION

3 FIGURE 5 PHOTONIC IC MARKET AND Y O Y GROWTH (%) BY HYBRID INTEGRATION, ($ MILLIONS/%) TABLE 3 PHOTONIC IC HYBRID INTEGRATION MARKET, BY COMPONENT, THROUGH 2018 ($ MODULE INTEGRATION 22 FIGURE 6 PHOTONIC IC MARKET AND Y-O-Y GROWTH, BY MODULE INTEGRATION, ($ MILLIONS/%) TABLE 4 PHOTONIC IC MODULE INTEGRATION MARKET, BY COMPONENT, THROUGH 2018 ($ DIFFERENCE BETWEEN THREE TYPES OF INTEGRATION 24 TABLE 5 COMPARISON MATRIXES OF DIFFERENT INTEGRATIONS CHAPTER 5 PHOTONIC IC MARKET APPLICATIONS 26 INTRODUCTION 26 FIGURE 7 GLOBAL SHARE OF PHOTONIC IC MARKET, BY APPLICATION, 2012 AND MARKET DYNAMICS 27 DRIVERS 27 Reduction in Cost of R&D Cycle Time and Chip Manufacturing 27 FIGURE 8 BIOPHOTONIC CHIPS AVERAGE PRICE AND UNIT PRODUCTION, (MILLION UNITS/$) Reduced Power Consumption and High Efficiency 28 RESTRAINTS 28 Unrealized Digitization of Photonic ICs 28 Connectivity Issues of Photonic ICs 29 OPTICAL COMMUNICATIONS 29 TABLE 6 OPTICAL COMMUNICATIONS PHOTONIC IC MARKET BY REGION, THROUGH 2018 ($ TABLE 7 OPTICAL COMMUNICATIONS PHOTONIC IC MARKET BY APPLICATIONS, THROUGH 2018 ($ IMPORTANT PATENTS FOR OPTICAL COMMUNICATIONS 32 Miniaturized Microwave-Photonic Receiver 32 SENSING 33 TABLE 8 PHOTONIC IC SENSING MARKET BY REGION, THROUGH 2018 ($ 33 TABLE 9 PHOTONIC IC SENSING MARKET BY APPLICATION, THROUGH 2018 ($ BIOPHOTONICS 35 TABLE 10 BIOPHOTONICS IC MARKET BY REGION, THROUGH 2018 ($ 35 TABLE 11 PHOTONIC IC MARKET BY BIOPHOTONICS APPLICATION, THROUGH 2018 ($ OPTICAL SIGNAL PROCESSING 36 TABLE 12 OPTICAL SIGNAL PROCESSING PHOTONIC IC MARKET BY REGION, THROUGH 2018 ($ TABLE 13 OPTICAL SIGNAL PROCESSING PHOTONIC IC MARKET BY APPLICATION TYPE, THROUGH 2018 ($ CHAPTER 6 PHOTONIC INTEGRATED CIRCUIT MARKET (PIC) BY COMPONENT 40 INTRODUCTION 40 FIGURE 9 GLOBAL SHARE OF PHOTONIC IC MARKET BY COMPONENT, 2012 AND 40

4 TABLE 14 PHOTONIC IC MARKET BY COMPONENT, THROUGH 2018 ($ 41 FIGURE 10 PHOTONIC IC MARKET BY COMPONENT ($ 41 LASERS 42 TABLE 15 PHOTONIC IC LASER* MARKET BY MATERIAL, THROUGH 2018 ($ IMPORTANT PATENTS FOR LASERS 43 Monolithic Laser 43 Incoherent Fiber Optic Laser System 44 Fiber Optic Laser Accelerometer 45 MODULATORS 46 TABLE 16 PHOTONIC IC MODULATOR MARKET BY MATERIAL, THROUGH 2018 ($ IMPORTANT PATENTS FOR MODULATORS 47 Optical Modulator 47 Optically Powered Optical Modulator 48 Optical Modulators 48 DETECTORS 49 TABLE 17 PHOTONIC IC DETECTOR MARKET, BY MATERIAL, THROUGH 2018 ($ IMPORTANT PATENTS OF PHOTO DETECTORS 50 Photodetectors 50 Photodetector 51 ATTENUATORS 51 TABLE 18 PHOTONIC IC ATTENUATOR MARKET, BY MATERIAL, THROUGH 2018 ($ IMPORTANT ATTENUATOR PATENTS 53 Optical Attenuator 53 Variable Optical Attenuator 53 MULTIPLEXER AND DEMULTIPLEXER 54 TABLE 19 PHOTONIC IC MUX AND DEMUX MARKET BY MATERIAL, THROUGH 2018 ($ OPTICAL AMPLIFIERS 55 TABLE 20 PHOTONIC IC OPTICAL AMPLIFIER MARKET, BY MATERIAL, THROUGH 2018 ($ IMPORTANT OPTICAL APMLIFIER PATENTS 56 Optical Amplifier CHAPTER 7 PHOTONIC IC MARKET BY RAW MATERIALS 59 INTRODUCTION 59 FIGURE 11 GLOBAL SHARE OF PHOTONIC IC MARKET BY RAW MATERIAL, 2012 AND TABLE 21 PHOTONIC IC MARKET BY RAW MATERIAL, THROUGH 2018 ($ 60 MARKET DYNAMICS 61 DRIVERS 61 Next Generation System Integration Using Silicon Photonics 61 RESTRAINTS 61 Challenge of InP in Volume and Yield 61 OPPORTUNITIES 62 To Make Monolithic Devices for Active/Passive with High Yield 62 59

5 INDIUM PHOSPHIDE 62 TABLE 22 INDIUM PHOSPHIDE PIC MARKET BY APPLICATION, THROUGH 2018 ($ TABLE 23 INDIUM PHOSPHIDE PIC MARKET, BY COMPONENT, THROUGH 2018 ($ GALLIUM ARSENIDE 63 TABLE 24 MATERIAL PROPERTIES OF GALLIUM ARSENIDE 64 TABLE 25 GALLIUM ARSENIDE PICS MARKET BY APPLICATIONS, THROUGH 2018 ($ TABLE 26 GALLIUM ARSENIDE PIC MARKET BY COMPONENT, THROUGH 2018 ($ LITHIUM NIOBATE 65 TABLE 27 LITHIUM NIOBATE PIC MARKET BY APPLICATION, THROUGH 2018 ($ TABLE 28 LITHIUM NIOBATE PICS MARKET BY COMPONENTS, THROUGH 2018 ($ SILICON 66 TABLE 29 SILICON PIC MARKET BY APPLICATION, THROUGH 2018 ($ 67 TABLE 30 SILICON PIC MARKET BY COMPONENT, THROUGH 2018 ($ 67 SILICA-ON-SILICON 67 TABLE 31 SILICA-ON-SILICON PIC MARKET BY APPLICATION, THROUGH 2018 ($ TABLE 32 SILICA-ON-SILICON PIC MARKET BY COMPONENT, THROUGH 2018 ($ OTHERS SILICON DIOXIDE (SIO2), SILICON NITRIDE (SI3NI4), SOI, GE, SIGE) 69 TABLE 33 OTHER PIC MARKET BY APPLICATION, THROUGH 2018 ($ 69 TABLE 34 OTHER PIC MARKET BY COMPONENT, THROUGH 2018 ($ CHAPTER 8 PHOTONIC IC MARKET BY REGION 72 INTRODUCTION 72 FIGURE 12 SEGMENTATION OF PIC MARKET, BY REGION 72 MARKET SNAPSHOT 73 TABLE 35 PIC MARKET BY REGION, THROUGH 2018 ($ 73 FIGURE 13 PIC MARKET BY REGION, ($ 73 NORTH AMERICA 74 MARKET SNAPSHOT 74 TABLE 36 NORTH AMERICAN PIC MARKET BY REGION, THROUGH 2018 ($ 74 TABLE 37 NORTH AMERICAN PIC MARKET BY APPLICATION, THROUGH 2018 ($ TABLE 38 NORTH AMERICAN PIC MARKET BY COMPONENT, THROUGH 2018 ($ TABLE 39 NORTH AMERICAN PIC MARKET BY RAW MATERIAL, THROUGH 2018 ($ EUROPE 76 MARKET SNAPSHOT 77 TABLE 40 EUROPEAN PIC MARKET BY REGION, THROUGH 2018 ($ 77 TABLE 41 EUROPEAN PIC MARKET BY APPLICATION, THROUGH 2018 ($ 77 TABLE 42 EUROPEAN PIC MARKET BY COMPONENT, THROUGH 2018 ($ 78 TABLE 43 EUROPEAN PIC MARKET, BY RAW MATERIAL, THROUGH 2018 ($

6 ASIA PACIFIC (APAC) 79 MARKET SNAPSHOT 79 TABLE 44 ASIA PIC MARKET BY REGION, THROUGH 2018 ($ 79 TABLE 45 APAC PIC MARKET BY APPLICATION, THROUGH 2018 ($ 79 TABLE 46 APAC PIC MARKET, BY COMPONENT, THROUGH 2018 ($ 80 TABLE 47 APAC PIC MARKET BY RAW MATERIAL, THROUGH 2018 ($ 80 REST OF THE WORLD 81 ISSUES FOR DEVELOPMENT IN VARIOUS GEOGRAPHIES 81 RETURN ON INVESTMENT IS NOT IDENTIFIED 81 CHAPTER 9 INDUSTRY STRUCTURE AND COMPETITIVE ANALYSIS 84 INDUSTRY STRUCTURE 84 INFLUENTIAL FACTORS 84 FORECAST COMPONENTS 84 FIGURE 14 INDUSTRY REVENUE MODEL 84 MARKET SHARE ANALYSIS 85 TABLE 48 MARKET SHARE ANALYSIS OF PHOTONIC ICS, 2012 (%MILLION UNITS/$) 86 THREAT OF POTENTIAL COMPETITORS 86 THREAT FROM SUBSTITUTES 86 PORTER FIVE FORCES 87 FIGURE 15 PORTER FIVE FORCES FOR PHOTONIC ICS 87 BARGAINING POWER OF SUPPLIER 87 BARGAINING POWER OF BUYER 87 INTENSE COMPETITION 88 CHAPTER 10 COMPANY PROFILES 90 AGILENT TECHNOLOGIES INC. 90 OVERVIEW 90 PRIMARY BUSINESS 90 FINANCIALS 90 BUSINESS STRATEGY 90 Focus on R&D Activities through Partnerships and Agreements 90 Strategic Expansion 91 DEVELOPMENTS 91 TABLE 49 RECENT DEVELOPMENTS FOR AGILENT TECHNOLOGIES 91 AIFOTEC AG 92 OVERVIEW 92 PRIMARY BUSINESS 92 FINANCIALS 92 BUSINESS STRATEGY 92 Strategic Expansion 92 DEVELOPMENTS 93 TABLE 50 RECENT DEVELOPMENTS FOR AIFOTEC AG 93 ALCATEL-LUCENT 93 OVERVIEW 93 PRIMARY BUSINESS 93 FINANCIALS 94

7 BUSINESS STRATEGY 94 Focus on Research and Development 94 Strategic Expansion to Broaden Product Portfolio 94 DEVELOPMENTS 94 TABLE 51 RECENT DEVELOPMENTS FOR ALCATEL-LUCENT 94 AVAGO TECHNOLOGIES 95 OVERVIEW 95 PRIMARY BUSINESS 95 FINANCIALS 95 BUSINESS STRATEGY 95 Strategic Acquisitions 95 DEVELOPMENTS 96 TABLE 52 RECENT DEVELOPMENTS FOR AVAGO TECHNOLOGIES 96 CIENA CORPORATION 96 OVERVIEW 96 PRIMARY BUSINESS 96 FINANCIALS 97 BUSINESS STRATEGY 97 Research and Development Initiatives 97 DEVELOPMENTS 97 TABLE 53 RECENT DEVELOPMENTS FOR CIENA CORPORATION 97 CISCO SYSTEMS INC. 97 OVERVIEW 98 PRIMARY BUSINESS 98 FINANCIALS 98 BUSINESS STRATEGY 98 Build, Buy and Partner Innovation 98 DEVELOPMENTS 99 TABLE 54 RECENT DEVELOPMENTS FOR CISCO SYSTEMS INC. 99 EMCORE CORPORATION 99 PRIMARY BUSINESS 100 FINANCIALS 100 BUSINESS STRATEGY 100 New Product Launches Owing to Innovation 100 DEVELOPMENTS 100 TABLE 55 RECENT DEVELOPMENTS FOR EMCORE CORPORATION 100 ENABLENCE TECHNOLOGIES INC. 101 OVERVIEW 101 PRIMARY BUSINESS 101 FINANCIALS 101 BUSINESS STRATEGY 102 Business Expansion 102 DEVELOPMENTS 102 TABLE 56 RECENT DEVELOPMENTS FOR ENABLENCE TECHNOLOGIES INC. 102 FINISAR CORPORATION 102 OVERVIEW 102 PRIMARY BUSINESS 103

8 FINANCIALS 103 BUSINESS STRATEGY 103 Mergers and Acquisitions 103 Research and Development Initiatives 103 RECENT DEVELOPMENTS 104 TABLE 57 RECENT DEVELOPMENTS FOR FINISAR CORPORATION 104 FREESCALE SEMICONDUCTOR 104 OVERVIEW 104 PRIMARY BUSINESS 105 FINANCIAL OVERVIEW 105 BUSINESS STRATEGY 105 Strategic Expansion 105 DEVELOPMENTS 105 TABLE 58 RECENT DEVELOPMENTS FOR FREESCALE SEMICONDUCTOR 105 HEWLETT PACKARD 106 OVERVIEW 106 PRIMARY BUSINESS 106 FINANCIALS 106 BUSINESS STRATEGY 106 Innovation 106 DEVELOPMENTS 107 TABLE 59 RECENT DEVELOPMENT FOR HEWLETT PACKARD 107 HUAWEI TECHNOLOGIES CO. LTD. 107 OVERVIEW 107 PRIMARY BUSINESS 107 FINANCIALS 108 BUSINESS STRATEGY 108 Research and Development Initiatives 108 DEVELOPMENTS 109 TABLE 60 RECENT DEVELOPMENTS FOR HUAWEI TECHNOLOGIES 109 IBM CORP. 110 OVERVIEW 110 PRIMARY BUSINESS 110 FINANCIALS 110 BUSINESS STRATEGY 110 Focus on Extensive Research and Development 110 DEVELOPMENTS 111 TABLE 61 RECENT DEVELOPMENTS FOR IBM CORPORATION 111 INFINERA CORPORATION 111 OVERVIEW 111 PRIMARY BUSINESS 112 FINANCIAL OVERVIEW 112 BUSINESS STRATEGY 112 Market Penetration through Innovative New Products 112 DEVELOPMENTS 113 TABLE 62 RECENT DEVELOPMENTS FOR INFINERA CORPORATION 113 INTEL CORPORATION 113

9 OVERVIEW 113 PRIMARY BUSINESS 113 FINANCIAL OVERVIEW 114 BUSINESS STRATEGY 114 Innovation through Technological Advances 114 Business Expansion through Forward Integration 114 DEVELOPMENTS 115 TABLE 63 RECENT DEVELOPMENTS FOR INTEL CORPORATION 115 IPG PHOTONICS 115 OVERVIEW 115 PRIMARY BUSINESS 115 FINANCIAL OVERVIEW 116 BUSINESS STRATEGY 116 Focus on Expanding Product Portfolio 116 Focus on Emerging Nations 116 DEVELOPMENTS 116 TABLE 64 RECENT DEVELOPMENTS FOR IPG PHOTONICS 116 JDS UNIPHASE CORPORATION 117 OVERVIEW 117 PRIMARY BUSINESS 117 FINANCIAL OVERVIEW 117 BUSINESS STRATEGY 117 Focus on Technological Innovation 117 Strategic Expansion 118 DEVELOPMENTS 118 TABLE 65 RECENT DEVELOPMENTS FOR JDS UNIPHASE CORPORATION 118 JEPPIX 119 OVERVIEW 119 DEVELOPMENTS 119 TABLE 66 RECENT DEVELOPMENTS FOR JEPPIX 119 KAIAM CORPORATION 120 OVERVIEW 120 PRIMARY BUSINESS 120 FINANCIAL OVERVIEW 120 BUSINESS STRATEGY 120 Product Innovation 120 Strategic Expansion 120 DEVELOPMENTS 121 TABLE 67 RECENT DEVELOPMENTS FOR KAIAM CORPORATION 121 LUXTERA INC. 121 OVERVIEW 121 PRIMARY BUSINESS 122 FINANCIAL OVERVIEW 122 BUSINESS STRATEGY 122 New Product Development through Technological Innovation and Partnerships Business Expansion through Strategic Alliances 122 DEVELOPMENTS

10 TABLE 68 RECENT DEVELOPMENTS FOR LUXTERA INC. 123 M/A-COM TECHNOLOGY SOLUTIONS INC. 123 OVERVIEW 123 PRIMARY BUSINESS 124 FINANCIAL OVERVIEW 124 BUSINESS STRATEGY 124 Focus on Innovating New Products through Research and Development Activities Strategic Expansion through Acquisition 124 DEVELOPMENTS 125 TABLE 69 RECENT DEVELOPMENTS FOR M/A-COM TECHNOLOGY SOLUTIONS INC. 125 MELLANOX TECHNOLOGIES 125 OVERVIEW 125 PRIMARY BUSINESS 126 FINANCIAL OVERVIEW 126 BUSINESS STRATEGY 126 Focus on R&D Activities 126 DEVELOPMENTS 127 TABLE 70 RECENT DEVELOPMENTS FOR MELLANOX TECHNOLOGIES 127 NEOPHOTONICS CORPORATION 127 OVERVIEW 127 PRIMARY BUSINESS 127 FINANCIAL OVERVIEW 128 BUSINESS STRATEGY 128 Business Expansion through Acquisitions 128 Focus on Research and Development Activities 128 DEVELOPMENTS 129 TABLE 71 RECENT DEVELOPMENTS FOR NEOPHONICS CORPORATION 129 OCLARO INC. 129 OVERVIEW 130 PRIMARY BUSINESS 130 FINANCIAL OVERVIEW 130 BUSINESS STRATEGY 130 New Product Development through Technological Innovation 130 Focus on Increasing Product Offerings through Mergers and Acquisitions DEVELOPMENTS 131 TABLE 72 RECENT DEVELOPMENTS FOR OCLARO INC. 131 ONECHIP PHOTONICS 131 OVERVIEW 132 PRIMARY BUSINESS 132 FINANCIAL OVERVIEW 132 BUSINESS STRATEGY 132 Focus on Extending its Product Offerings 132 DEVELOPMENTS 133 TABLE 73 RECENT DEVELOPMENTS FOR ONECHIP PHOTONICS 133 OPSIS UNIVERSITY OF DELAWARE 133 OVERVIEW

11 DEVELOPMENTS 134 TABLE 74 RECENT DEVELOPMENTS FOR OPSIS UNIVERSITY OF DELAWARE 134 ORACLE CORPORATION 134 OVERVIEW 134 PRIMARY BUSINESS 134 FINANCIAL OVERVIEW 135 BUSINESS STRATEGY 135 Technological Evolution through Research and Development Activities Strategic Expansion 135 DEVELOPMENTS 136 TABLE 75 RECENT DEVELOPMENTS FOR ORACLE CORPORATION 136 TE CONNECTIVITY LTD 136 OVERVIEW 136 PRIMARY BUSINESS 137 FINANCIAL OVERVIEW 137 BUSINESS STRATEGY 137 Focus on Research and Development Activities 137 DEVELOPMENTS 138 TABLE 76 RECENT DEVELOPMENTS FOR TE CONNECTIVITY LTD. 138 TRANSLUCENT INC. 138 OVERVIEW 138 PRIMARY BUSINESS 138 FINANCIAL OVERVIEW 138 BUSINESS STRATEGY 139 Product Innovation through Research and Development Activities 139 DEVELOPMENTS 139 TABLE 77 RECENT DEVELOPMENTS FOR TRANSLUCENT INC. 139 VLC PHOTONICS 139 OVERVIEW 140 PRIMARY BUSINESS 140 FINANCIALS 140 BUSINESS STRATEGY 140 Market Penetration 140 DEVELOPMENTS 141 TABLE 78 RECENT DEVELOPMENTS FOR VLC PHOTONICS

12 LIST OF TABLES TABLE HEADING SUMMARY TABLE GLOBAL MARKET FOR PHOTONIC IC TECHNOLOGY BY APPLICATION THROUGH 2018 ($ TABLE 1 PHOTONIC IC MARKET, BY INTEGRATION, THROUGH 2018 ($ 16 TABLE 2 PHOTONIC IC MONOLITHIC INTEGRATION MARKET, BY COMPONENT, THROUGH 2018 ($ TABLE 3 PHOTONIC IC HYBRID INTEGRATION MARKET, BY COMPONENT, THROUGH 2018 ($ TABLE 4 PHOTONIC IC MODULE INTEGRATION MARKET, BY COMPONENT, THROUGH 2018 ($ TABLE 5 COMPARISON MATRIXES OF DIFFERENT INTEGRATIONS 24 TABLE 6 OPTICAL COMMUNICATIONS PHOTONIC IC MARKET BY REGION, THROUGH 2018 ($ TABLE 7 OPTICAL COMMUNICATIONS PHOTONIC IC MARKET BY APPLICATIONS, THROUGH 2018 ($ TABLE 8 PHOTONIC IC SENSING MARKET BY REGION, THROUGH 2018 ($ 33 TABLE 9 PHOTONIC IC SENSING MARKET BY APPLICATION, THROUGH 2018 ($ TABLE 10 BIOPHOTONICS IC MARKET BY REGION, THROUGH 2018 ($ 35 TABLE 11 PHOTONIC IC MARKET BY BIOPHOTONICS APPLICATION, THROUGH 2018 ($ TABLE 12 OPTICAL SIGNAL PROCESSING PHOTONIC IC MARKET BY REGION, THROUGH 2018 ($ TABLE 13 OPTICAL SIGNAL PROCESSING PHOTONIC IC MARKET BY APPLICATION TYPE, THROUGH 2018 ($ TABLE 14 PHOTONIC IC MARKET BY COMPONENT, THROUGH 2018 ($ 41 TABLE 15 PHOTONIC IC LASER* MARKET BY MATERIAL, THROUGH 2018 ($ 43 TABLE 16 PHOTONIC IC MODULATOR MARKET BY MATERIAL, THROUGH 2018 ($ TABLE 17 PHOTONIC IC DETECTOR MARKET, BY MATERIAL, THROUGH 2018 ($ TABLE 18 PHOTONIC IC ATTENUATOR MARKET, BY MATERIAL, THROUGH 2018 ($ TABLE 19 PHOTONIC IC MUX AND DEMUX MARKET BY MATERIAL, THROUGH 2018 ($ TABLE 20 PHOTONIC IC OPTICAL AMPLIFIER MARKET, BY MATERIAL, THROUGH 2018 ($ TABLE 21 PHOTONIC IC MARKET BY RAW MATERIAL, THROUGH 2018 ($ 60 TABLE 22 INDIUM PHOSPHIDE PIC MARKET BY APPLICATION, THROUGH 2018 ($ TABLE 23 INDIUM PHOSPHIDE PIC MARKET, BY COMPONENT, THROUGH 2018 ($ TABLE 24 MATERIAL PROPERTIES OF GALLIUM ARSENIDE 64 TABLE 25 GALLIUM ARSENIDE PICS MARKET BY APPLICATIONS, THROUGH 2018 ($ TABLE 26 GALLIUM ARSENIDE PIC MARKET BY COMPONENT, THROUGH 2018 ($ TABLE 27 LITHIUM NIOBATE PIC MARKET BY APPLICATION, THROUGH 2018 ($ TABLE 28 LITHIUM NIOBATE PICS MARKET BY COMPONENTS, THROUGH 2018 ($

13 TABLE HEADING TABLE 29 SILICON PIC MARKET BY APPLICATION, THROUGH 2018 ($ 67 TABLE 30 SILICON PIC MARKET BY COMPONENT, THROUGH 2018 ($ 67 TABLE 31 SILICA-ON-SILICON PIC MARKET BY APPLICATION, THROUGH 2018 ($ TABLE 32 SILICA-ON-SILICON PIC MARKET BY COMPONENT, THROUGH 2018 ($ TABLE 33 OTHER PIC MARKET BY APPLICATION, THROUGH 2018 ($ 69 TABLE 34 OTHER PIC MARKET BY COMPONENT, THROUGH 2018 ($ 70 TABLE 35 PIC MARKET BY REGION, THROUGH 2018 ($ 73 TABLE 36 NORTH AMERICAN PIC MARKET BY REGION, THROUGH 2018 ($ 74 TABLE 37 NORTH AMERICAN PIC MARKET BY APPLICATION, THROUGH 2018 ($ TABLE 38 NORTH AMERICAN PIC MARKET BY COMPONENT, THROUGH 2018 ($ TABLE 39 NORTH AMERICAN PIC MARKET BY RAW MATERIAL, THROUGH 2018 ($ TABLE 40 EUROPEAN PIC MARKET BY REGION, THROUGH 2018 ($ 77 TABLE 41 EUROPEAN PIC MARKET BY APPLICATION, THROUGH 2018 ($ 77 TABLE 42 EUROPEAN PIC MARKET BY COMPONENT, THROUGH 2018 ($ 78 TABLE 43 EUROPEAN PIC MARKET, BY RAW MATERIAL, THROUGH 2018 ($ 78 TABLE 44 ASIA PIC MARKET BY REGION, THROUGH 2018 ($ 79 TABLE 45 APAC PIC MARKET BY APPLICATION, THROUGH 2018 ($ 79 TABLE 46 APAC PIC MARKET, BY COMPONENT, THROUGH 2018 ($ 80 TABLE 47 APAC PIC MARKET BY RAW MATERIAL, THROUGH 2018 ($ 80 TABLE 48 MARKET SHARE ANALYSIS OF PHOTONIC ICS, 2012 (%MILLION UNITS/$) 86 TABLE 49 RECENT DEVELOPMENTS FOR AGILENT TECHNOLOGIES 91 TABLE 50 RECENT DEVELOPMENTS FOR AIFOTEC AG 93 TABLE 51 RECENT DEVELOPMENTS FOR ALCATEL-LUCENT 94 TABLE 52 RECENT DEVELOPMENTS FOR AVAGO TECHNOLOGIES 96 TABLE 53 RECENT DEVELOPMENTS FOR CIENA CORPORATION 97 TABLE 54 RECENT DEVELOPMENTS FOR CISCO SYSTEMS INC. 99 TABLE 55 RECENT DEVELOPMENTS FOR EMCORE CORPORATION 100 TABLE 56 RECENT DEVELOPMENTS FOR ENABLENCE TECHNOLOGIES INC. 102 TABLE 57 RECENT DEVELOPMENTS FOR FINISAR CORPORATION 104 TABLE 58 RECENT DEVELOPMENTS FOR FREESCALE SEMICONDUCTOR 105 TABLE 59 RECENT DEVELOPMENT FOR HEWLETT PACKARD 107 TABLE 60 RECENT DEVELOPMENTS FOR HUAWEI TECHNOLOGIES 109 TABLE 61 RECENT DEVELOPMENTS FOR IBM CORPORATION 111 TABLE 62 RECENT DEVELOPMENTS FOR INFINERA CORPORATION 113 TABLE 63 RECENT DEVELOPMENTS FOR INTEL CORPORATION 115 TABLE 64 RECENT DEVELOPMENTS FOR IPG PHOTONICS 116 TABLE 65 RECENT DEVELOPMENTS FOR JDS UNIPHASE CORPORATION 118 TABLE 66 RECENT DEVELOPMENTS FOR JEPPIX 119 TABLE 67 RECENT DEVELOPMENTS FOR KAIAM CORPORATION 121 TABLE 68 RECENT DEVELOPMENTS FOR LUXTERA INC. 123 TABLE 69 RECENT DEVELOPMENTS FOR M/A-COM TECHNOLOGY SOLUTIONS INC. 125 TABLE 70 RECENT DEVELOPMENTS FOR MELLANOX TECHNOLOGIES 127 TABLE 71 RECENT DEVELOPMENTS FOR NEOPHONICS CORPORATION

14 TABLE HEADING TABLE 72 RECENT DEVELOPMENTS FOR OCLARO INC. 131 TABLE 73 RECENT DEVELOPMENTS FOR ONECHIP PHOTONICS 133 TABLE 74 RECENT DEVELOPMENTS FOR OPSIS UNIVERSITY OF DELAWARE 134 TABLE 75 RECENT DEVELOPMENTS FOR ORACLE CORPORATION 136 TABLE 76 RECENT DEVELOPMENTS FOR TE CONNECTIVITY LTD. 138 TABLE 77 RECENT DEVELOPMENTS FOR TRANSLUCENT INC. 139 TABLE 78 RECENT DEVELOPMENTS FOR VLC PHOTONICS 141

15 LIST OF FIGURES FIGURE TITLE SUMMARY FIGURE GLOBAL MARKET FOR PHOTONIC IC TECHNOLOGY BY APPLICATION ($ FIGURE 1 ROADMAP OF PHOTONICS IC 9 FIGURE 2 VALUE CHAIN OF PHOTONICS ICS TECHNOLOGY INDUSTRY 11 FIGURE 3 SUPPLY CHAIN OF PHOTONICS ICS INDUSTRY 13 FIGURE 4 GLOBAL SHARE OF PHOTONIC IC MARKET, BY INTEGRATION, 2012 AND FIGURE 5 PHOTONIC IC MARKET AND Y O Y GROWTH (%) BY HYBRID INTEGRATION, ($ MILLIONS/%) FIGURE 6 PHOTONIC IC MARKET AND Y-O-Y GROWTH, BY MODULE INTEGRATION, ($ MILLIONS/%) FIGURE 7 GLOBAL SHARE OF PHOTONIC IC MARKET, BY APPLICATION, 2012 AND FIGURE 8 BIOPHOTONIC CHIPS AVERAGE PRICE AND UNIT PRODUCTION, (MILLION UNITS/$) FIGURE 9 GLOBAL SHARE OF PHOTONIC IC MARKET BY COMPONENT, 2012 AND FIGURE 10 PHOTONIC IC MARKET BY COMPONENT ($ 41 FIGURE 11 GLOBAL SHARE OF PHOTONIC IC MARKET BY RAW MATERIAL, 2012 AND FIGURE 12 SEGMENTATION OF PIC MARKET, BY REGION 72 FIGURE 13 PIC MARKET BY REGION, ($ 73 FIGURE 14 INDUSTRY REVENUE MODEL 84 FIGURE 15 PORTER FIVE FORCES FOR PHOTONIC ICS