Silicon photonics has evolved significantly since the 1980s, transitioning from high-confinement waveguides to a technology integrated with CMOS industry processes, solidifying its dominance in the transceiver market. Despite this success, it remains a technology in active development with vast potential applications, particularly driven by the demand for faster data processing in AI and ML. With conventional computing architectures reaching limits, there's a growing need for faster data transmission, where silicon photonics excels. Beyond data centers and telecommunications, it holds promise in LiDAR, quantum computing, and medical applications, yet challenges like cost and regulation remain. The market is expected to experience rapid growth, reaching over $600M by 2028, showcasing its increasing importance in modern computing, communication, and sensing systems.
Research of Yole Intelligence aims to give a comprehensive account of the forces driving the optical interconnects market, technology and industry. We provide macro trend analyses for both datacom and telecom, review the trends in data centers impacting the optical module market and elucidate comprehensive technology analysis of optical transceivers highlighting the trends for application from intra-data centers up to long-haul. Furthermore, evaluation of silicon photonics and InP technology platforms in term of technology and market dynamics is also reported. We analyze market and provide forecasts for revenue and volume of optical transceivers for 2017-2027 split by applications and speeds.
Regional conflicts are joined by international terrorism as dominant factors in security planning and defence spending is being adjusted to focus on more flexible, responsive and mobile force structures with an increasing focus on logistics and lifecycle support. Moreover, new type of battlefields (urban areas, smart cities, …) brings new challenges to the infantry for improved situational awareness, lethality and survivability. My talk will review the current and future technologies for foot soldiers for better communications, enhanced lethality, mobility, survivability, and sustainability. It will provide an analysis of semiconductor related equipment for infantrymen: their applications, players, and markets, including infrared and radiofrequency, as well as sensors, batteries, exoskeletons, and future technologies. A specific focus will be done on infra-red imagers and sensors. Technological trends and market forecasts will be described.
This presentation will overview the challenges, industral landscape and market forecast for quantum technologies. Computing, cryptography and sensing applications will be reviewed.
The Long Wave IR camera market has grown significantly in the last ten years thanks to the strong cost reduction
brought by low cost IR detectors/ microbolometers. This led to the development of many new commercial markets and it
is expected that IR camera volumes will be multiplied by 4 to reach 1.18 M units in 2016 thanks to the strong price
reduction of the cameras meaning +29% CAGR in volume. The uncooled IR camera revenues will grow from $2.1B in
2010 to $3.4 B in 2016. In our paper, we have both analyzed market and technical trends for uncooled infrared imagers'
civilian and military applications.
Driven by dramatic cost reduction of detectors, the market volume for thermography and infrared vision will triple by
2015. In our paper, we have both analyzed market and technical trends for uncooled infrared imagers' applications.
Driven by dramatic cost reduction of detectors, the market volume for thermography and infrared vision will triple by
2015. In our paper, we have both analyzed market and technical trends for uncooled infrared imagers' applications.
This paper presents the trends for the years to come for the different MEMS markets. Consumer applications have really
started to push the MEMS business in 2005. Many different devices are involved, like pressure sensors (altimeters),
microphones, accelerometers, gyroscopes . . . One of the most significant consequences is that all the Top 50
semiconductor companies are now looking at these MEMS applications as possible growth areas. Another result of the
growth of the MEMS market is the strong growth of the foundries and contract manufacturers. We have seen growth of
more than 35% in 2005 compared to 2004 and we expect similar growth in the next 3 years. We will review the next
MEMS applications which have currently a high growth: Si microphones, microdisplays (for RPTV, portable projectors
or automotive HUDs), gyroscopes and micro-fuel cells. In the longer term, micro-source of energy could also become
an important MEMS market. In term of milestones, the following points can be highlighted:
-In 2005 market, the MEMS market is 5.1 B$ worldwide and very fragmented in terms of companies
and products.
-In 2010, it will be a 9.7 B$ market worldwide. MEMS foundries and contract manufacturers will
account for at least 8 % of the world market with several being public companies. More than 50% of
today's systems companies who have integrated fabs will be using external manufacturers. Several
large integrated companies will have created independent MEMS spin-offs and IC manufacturers will
be deeply involved in MEMS manufacturing.
-In 2015, it will be an 18 B$ market worldwide with no longer systems manufacturers with internal
fabs. And we forecast that 50% of the total market will be in the hands of semiconductor
manufacturers.
In 2001, the sudden downturn of Telecom business changed the optical MEMS landscape. Some MEMS companies who were focusing only on telecom applications shut down (OMM as the most famous example) and many companies stopped their optical MEMS developments (Atmel, Memscap). However, some companies succeed to explore new applications outside the telecom area with their telecom technological platform. Today, there is a renewal of the MOEMS business and there are very interesting market opportunities for DMD. This article describes the new market trends for MOEMS and DMD applications. Several new applications are now appearing aside TV and projections systems that will widespread the use of DMDs. Maskless lithography, wavefront correction (adaptive optics) adaptive front light signal for cars, digital printing are applications currently in development where matrix of micro-mirrors could be used. Maskless lithography is still in a R&D status. It will be a low volume market but high R&D investment application that could benefit to other applications. Market acceptance may be an issue: the two main players ASML and Canon have internal projects under evaluation but it still have to prove that it is an attractive technology. Moreover, other MOEMS markets such are barcode readers, spectrometers, micro bolometers are analyzed and quantified.
In the future, photonics will enable the marketing of new functions in cars to make them more secure, more fuel-efficient with improved design. Today, there are already photonics devices used in cars such as HB LEDs for brake or interior lights, and optical rain sensors for automatic wipers. Moreover, optical multiplexing for multimedia applications and head-up displays are now starting to be implemented in high-end cars and some more complex devices are already at the prototyping level. This is the case for example for driver information flat panel displays or optical sensors for occupant sensing. This paper gives an overview of the current and future optical applications in cars. So far, applications of displays, lighting, security and datacom are driving the market for photonics in cars. Moreover, car design is also one of the most important market drivers in automobile. Then, photonics could also become a strategic imperative for a company in the design of new cars that will emphasize differentiation from existing competitors. Lighting could then become a signature of the car manufacturer thanks to photonics technology.
This paper analyzes the current status of the MEMS industry. After the 2000 and 2001 years with high expectation for MEMS devices for the optical telecommunications, followed by the 2002/2003 downturn leading to the closing of more than 100 MEMS fabs worldwide, this industry has come back to a more normal way of working. There are still 10 to 15 companies worldwide which will certainly end their business within 16 months but the overall activity is more stabilized. MEMS markets will reach 5.4 B$ in 2005, with growth rates which are very different if one compares different market segments. The top 30 MEMS manufacturers have a market share of more than 60% of the total market; the remaining 40% is shared by more than 200 companies. Most of the smallest companies have 2 business models: either small companies developing specific processes, with R&D and small volume production, or systems manufacturers with integrated fabs. These fabs are loaded at less than 40% but considered as an enabler for the system business. Many changes are currently appearing: as contract manufacturers become more credible, system manufacturers are looking to externalise their fabrication processes; fabless companies are also finding companies able to produce at the right cost and quality. The fabless business model is now well structured.
This article presents a synthesis of industrial activity in polymer microcomponents and their use in biological fields. Polymer microtechnologies have emerged in the 90s as a low cost alternative technology to Si and glass micromachining. The launching of the Steag microParts company in 1990 with the FZK Research Center and Pharmacia Biosensor patents, have launched these materials in the MEMS world. Polymers are expected to be increasingly used through the development of microfluidics for bio applications.
This article will present the technologies and markets trends, as well as the latest R&D developments, in MEMS and MOEMS for optical telecom. Today, the MEMS technology has found the optical telecommunication market as a new "killer applications" (following the IT, automotive and medical markets). This overview will describe the current state-of-the-art in MEMS manufacturing for optical functions in optical networks. Switching is a crucial function in the future all-optical networks and MEMS and MOEMS are ideal candidates for this. After an over-estimation of the needs in optical switching in 2000, components manufacturers are today targeting market where low and medium size switches are needed. In this article, a specific focus on switching will be made with comparison between the MEMS technology and others switching technologies (thermo-optical, LC, holography...). The current industrial offer for MEMS (3D, 2D and 1D) will be described. The presentation will also give market figures and forecast for MEMS and MOEMS in optical telecom.
The fiber-optic telecommunication market has dramatically evolved. Over the 1999-2000 period, almost $110 billion have been exchanged for companies and new technology acquisitions by large groups. This market continues to stimulate the creation of new start-ups. 2 to 5 companies are created every month in Europe in this field and the same in the USA and numerous other ones are in launching phase. Moreover, there are still high investment efforts form Venture Capitalists in this field. Today, it is obvious that fiber-optics telecom is the new Killer Applications that microsystems technology was looking for. As the objective is to have all-optical routing systems, the routing function could be achieved using MEMS components, which is the only technology which could cope with the realization of large matrix size cross-connects. Moreover, as demand is not uniform in the network, there is also a growing need for reconfiguration of parts of the network (to create regions of higher capacity for example). MEMS are suitable components for reconfiguration: WDM add/drop, optical cross-connect or optical switches. The presentation will make the up-to-date analysis on who is doing what in this field in Europe and what are the products for which applications on MEMS for optical telecom.
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