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© 2012 • 2<br />

Report Content<br />

• Table of Content … 3<br />

• Companies listed in the report … 5<br />

• What’s inside the report, what’s not … 6<br />

• Executive Summary … 7<br />

– The (few) key facts to remember about silicon photonics … 8<br />

– Silicon photonics definition … 11<br />

– Silicon photonics market … 12<br />

– Silicon photonics advantages … 13<br />

– Silicon photonics time-to-market … 14<br />

– Inflection points for silicon photonics … 15<br />

– Silicon photonics devices … 16<br />

– Silicon photonics application revenues … 17<br />

– Silicon photonics dies market forecast … 18<br />

– Silicon photonics wafer forecast … 19<br />

– Why silicon photonics only in AOCs today … 20<br />

– Technical challenges … 21<br />

• Introduction … 22<br />

– Silicon photonics definition … 23<br />

– Focus on III-V integrated photonics … 27<br />

– Focus on silicon photonics … 36<br />

• Industry driving forces … 43<br />

– Roadmaps … 44<br />

– Datacom protocols roadmap … 50<br />

• Applications … 56<br />

– Applications summary … 57<br />

– Telecom … 66<br />

– Datacom … 71<br />

– HPC & Data Centers … 75<br />

– Consumer … 89<br />

– Others (Military/Aerospace/Medical) … 92<br />

• Market forecast … 97<br />

– Silicon photonics TAM … 98<br />

– Optical components market forecast … 99<br />

– Silicon photonics applications revenues 2010-2017 … 102<br />

– Silicon photonics 2012 revenues by application … 103<br />

– Silicon photonics 2017 revenues by application … 104<br />

– Active vs. passive silicon photonics revenues 2010-2017 … 105<br />

– Silicon photonics products breakdown … 108<br />

– Silicon photonics dies market forecast … 111<br />

– Silicon photonics wafer forecast … 112<br />

– Estimated 2011 market share … 113<br />

• Silicon photonics players … 114<br />

– Evolution of the business model … 115<br />

– Silicon photonics foundries … 118<br />

• Financial analysis … 121<br />

– Raised funds by company … 123<br />

– Relative investment efficiency … 125<br />

• The different manufacturing approaches … 126<br />

– Photonic in standard CMOS … 127<br />

– Laser sources vs. VCSELs … 133<br />

– The different approaches to Si photonics integration … 135<br />

– The different bonding technologies … 142<br />

– Design & packaging issues … 149<br />

– A new approach: 2.5 and 3D … 152<br />

• The integrated photonics « building blocks » … 157<br />

– Summary … 158<br />

– Light sources … 163<br />

– Modulators … 168<br />

– Detectors … 173<br />

– Mux/Demux … 176<br />

– Couplers … 178<br />

– Passive devices … 181<br />

– Others … 181<br />

• Conclusions … 183<br />

• 20+ Company Profiles … 186<br />

• Appendix … 212<br />

• Yole Développement presentation … 213

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