INDUSTRY FOCUS OUTLOOK 2020
wavelengths are forecast to comprise the highest share of shipments in three years. Finally, 800 Gbps wavelength shipments are projected to begin ramping in 2020. Read more here. PHOTONICS A research report available from MarketsandMarkets, predicts the global photonics market will grow from US$520.0 billion in 2017 to US$780.4 billion by 2023, at a CAGR of 7.0 % during the forecast period. The B2B research company says the growth of this market is driven by the increased demand from applications such as displays, information and communication technology, photovoltaic systems, medical technology and life sciences, measurement and automated vision, lighting, and production technology. It adds that there is also growing demand for technologically advanced products owing to digitalisation, development of smart infrastructures and adoption of smart manufacturing. Read more here. According to figures released by the UK’s Photonics Leadership Group (PLG), companies manufacturing and delivering services based on photonics technology in the UK produce £13.5 billion in output every year, contribute £5.3 billion of gross added value to the UK economy annually and employ 69,000 people in the UK at a productivity of £76,400 per employee. The latest PLG analysis has reviewed the 1200 companies operating in and around photonics ensuring that only the most relevant UK-based companies were included with locations based on real manufacturing and operating addresses. This year’s analysis drew from 930 separate organisations made up of 1,030 legal entities with 1,100 operating locations. Read more here.
COHERENT DWDM In its recent market forecast, telecoms and networks analyst Dell’Oro Group, says coherent DWDM revenue is forecast to reach US$16 billion by 2023. This revenue growth will be driven by 200+ Gbps wavelength shipments, it observes. “The 100 Gbps growth cycle is behind us,” said Jimmy Yu, Vice President at Dell’Oro. “This doesn’t mean that coherent 100 Gbps wavelengths are no longer needed. It is just that with new 60 Gbaud and soon to be released 90 Gbaud based line cards, the reach of 200 Gbps and 400 Gbps coherent signals can reach much further and help service providers lower their cost-per-bit.” The report says that the total WDM market comprising metro and long-haul systems is forecast to grow at a 5% CAGR; WDM Metro will slightly outpace DWDM Long Haul growth during the forecast period. Furthermore, disaggregated WDM systems are projected to exceed US$3 billion in revenue by 2023 and 200 Gbps
LightCounting says that in the late 1990’s, telecom equipment used optical interconnects between racks of multi- chassis systems such as optical cross connects. Those systems collapsed physically into single racks but we are now seeing new-generation multi- chassis systems for optical transport to handle ever-increasing bandwidth. While 4 or 5 equipment OEMs are planning or considering the use of EOMs between chassis, LightCounting assumes this will bring a good but not huge total volume, ramping from 2018 onward. Other applications of EOMs, including military, aerospace and industrial, are high-value, long-lived opportunities. These have had success since 2011 and the report sees accelerating growth as optics replaces copper in places where performance, size, weight and power trumps cost, particularly in military and aeronautics. So far, this category is a collection of niche applications but those applications actually number in the hundreds. Read more here.
The 100 Gbps growth cycle is behind us, [but] this doesn’t mean that coherent 100 Gbps wavelengths are no longer needed.
INDUSTRY FOCUS 2019/2020
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