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© 2013
Silicon Photonics
Market & Applications
© 2012 • 2
Fields of Expertise• Yole Developpement is a market, technology and strategy consulting company,
founded in 1998. We operate in the following areas:
• Our expertise is based on research done by our in-house analysts, conducting open-ended interviews with most industry players.
• 30+ full time analysts with technical and marketing degrees
• Primary research including over 3,500 interviews per year
MEMS & image sensors
Photovoltaic
Advanced Packaging
Microfluidic
& Med Tech
HB LED, LED & LD
Equipment and materials
Power Electronics
© 2012 • 3
Our Global Activity
Yole Inc.
Yole Paris
Yole Japan
30% of our business is
in North America
30% of our business is
in Asia
40% of our business is
in EU Countries
Yole KoreaYole Développement Lyon HQ
Yole Taiwan
S+C
© 2012 • 4
Yole Activities in a Nutshell
MEDIANews feed / Magazines / Webcasts
REPORTSMarket & technology
Patent Analysis
Reverse costing report
CONSULTINGMarket research
Technology & Strategy
Patent Analysis
www.yole.fr
YOLE FINANCE M&A / Due Diligence /
Fund raising services
© 2012 • 5
Content
• Si Photonics challenges
• Si Photonics applications & markets
• Industry status
• Conclusions
© 2012 • 6
Si photonics in the news
since January 2013 …
(a few extracts)
© 2012 • 7
Silicon Photonics
A disruptive technology: new breed of monolithic opto-electronic devices in a
potential low cost Si process.
The vision: to deliver optical connectivity everywhere, from the network level … to
chip-to-chip.
Today, except for the light source, many optical functions can be embedded at the
SOI wafer level.
Optical die (SOI wafer)
Source Luxtera
© 2012 • 8
Optical Interconnects
Long Haul
Metro/LAN
Rack-to-rack
Board-to-board
Chip-to-chip
On-chip
Optical Fiber
Optical
Waveguides
1000 km
10 km
100 m
1 m
0.1 m
< 0.01m
Optics Since
90’s
Optics
Since 2000
The Current
Step
Optics
Beyond
2015
Distance
Thousands
Millions
Billions
Volumes
© 2012 • 9
Example: the Data Center and HPC
Problem
• Distance expands beyond 1 km
• 40G moving to 100G
• VCSELs are not adequate
• Single mode transceivers big, expensive &
power hungry
Interconnects become the system
design limiter; silicon photonics will
be a solution.
© 2012 • 10
Low Power
Consumption
Silicon Photonics
Potential advantages & challenges
Low environmental
footprint Low operating
costs
Low heating of
components
Low
manufacturing
cost
Higher density of
interconnects
Higher optical
functions
integration
Integration
• But no complete
integration (laser)
• No full CMOS process (Ge)
• Packaging issues
Reliability
Low error rate
Spectral efficiency
• Telecom standard
• Operation speed vs. InP
• Polarization dependency
SiPh
• Still high for high perf
modules (target is
fJ/b)
• Impact on reliability
© 2012 • 11
Silicon Photonics
Time to market by application
Long termMedium
termShort term
Expected time to market
ReliabilityIntegration
Low Power
Consumption
Fiber Optics
Networks
FTTx
Fiber Optics
Networks Long
Haul
Active
Optical
Cables
(Consumer)
Telecom/Datacom
Board-to-board
Chip-to-chip
Very High Speed Telecom
Medical
Fiber Optics
Network
Metropolitan
Active
Optical
Cables for
Data
CentersAOCs for HPC
(Already exists)
© 2012 • 12
Silicon Photonics Challenges
1. Few products - most of the industry has been focused on developing
individual silicon photonics elements and cores.– Modulators, VOAs, switches, laser arrays, detector arrays, etc.
– Few companies have developed integrated product solutions.
2. High cost – devices have been expensive to develop– Silicon photonics companies have had to create their own CAE/CAD programs.
– Several efforts have been established to promote CAE/CAD design tools. E.g. OpSIS and
LETI-Mentor.
3. Technical mismatches - with high volume markets– Data centers want 850-nm and 1310-nm.
4. Competition with VCSEL– VCSEL-based interconnects dominate both the data center and consumer areas with very
low prices.
5. Need for high volumes/low cost - Silicon Photonics has not been able to
achieve high enough volumes so far. Consumers want cheap products.
© 2012 • 13
Applications Examples Data rate
Telecom Used in Metro (1 - 80Km) and long haul
applications (40 -1,000 Km)
10G, 40G, 100G, 400Gbps
systems
Datacom Used in data centers (<1m - 2Km) and
campus applications (1 - 5Km)
10G, 25G, 40G, 100Gbps
interconnects between systems
Consumer Connecting desktop PC devices and
PCs with HDTVs
5G - 50Gbps
HPC & Data Centers One High Performance Computer
“supercomputer” may consume 40,000
AOCs or 250,000 mid-board modules
Up to 100 Gbps
Commercial Video Digital signage, digital cinemas, video
recording and studios; 4xx2K displays
and recording equipment
10G - 50Gbps interconnects
Metrology and sensors Measurement of time, temperature,
sound, frequency, and stress, range
Typically low data rates but
using special silicon photonics
sensors
Medical DNA, glucose, molecular and cellular
analysis, etc.
Typically low data rates but
using special silicon photonics
sensors
Military/ Aerospace/
Scientific
Used in scientific instruments at
corporate and national labs; aircraft,
space, missiles, radar, imaging and
intelligence applications.
High
© 2012 • 14
Telecom
• Telecom needs:
– Very high data rates
– Complex modulation systems
– Support for industry standards
– 25 years reliability
• Metro needs:
– Optical functionalities (e.g. ROADMs)
– Slower data rates
– Less complex modulation.
• But InP Integrated photonics has already
entered these markets mainly in FTTx and
telecom transmitters and receivers.
InP Laser Transmitter
Optical Engines
Silicon photonics
Variable Optical Attenuator
© 2012 • 15
Datacom
• Datacom products roadmap:
– Active Optical Cables - today
• Ex: Luxtera/Molex offesr silicon photonics-based
AOCs. All others are VCSEL-based.
• Main applications: HPC supercomputers, Ethernet
data center.
• Line rates moving from 10G and 14G to 28G.
– Transceivers for switching & routing – near term
• 2014+ likely applications (when 100G silicon
photonics products will be announced )
• Luxtera, Kotura demonstrated 4 x 25G transceiver
engines at tradeshows
– Servers to switches – 2016+
• High volume application dwarfing all others
SFP+ QSFP, CFP transceivers
mid-board modules
(Avago)
QSFP, CxP AOCs
(Luxtera, Finisar)
© 2012 • 16
Others applications, e.g. medical,
sensors …
• Medical applications:
– Special uses for silicon photonics in chemical,
cellular and DNA analysis.
– Example:
• Protein detection with ring resonator biosensor
• Genalyte (San Diego, CA) makes chips used for
real-time measurement of protein interactions
(DNA, molecules, etc.).
• Advantage is high sensor integration with very
small footprints.
• And also sensors based on silicon photonics
that integrate multiple sensors e.g.
– Stress and strain optical systems, Optical time
domain reflectometers (OTDR) measure distances in
fibers.
Single molecule spectroscopy
© 2012 • 17
Wavelength limitation
• Datacom/telecom requirements:
– Multi-vendor interopearablity with standards
– Data centers demand 850nm.
• Going forward, the wavelength for silicon photonics is
moving to 1310-nm and 1550nm
– Meet datacom/telecom industry standards and requirements
– could help the market expand.
© 2012 • 18
Optical Components Market Size
Silicon photonics represents a small percentage of the
optical communications component industry.
98%
2%
Silicon Photonics % of Optical Components 2017TOTAL ~$9.5B
Optical ComponentsIndustry
Silicon photonics - All
Source Yole Developpement © July 2012
,
© 2012 • 19
Molex’ AOC with Luxtera Si Photonic
Die
© 2012 • 20
Laser Module from Luxtera
© 2012 • 21
Players
Si Photonics
Activity (2012)
Business model
Product
Manufacturing
(> 100,000
chips)
R&D/
Development
Stage
R&D/MPW DevicesFoundriesFabless Systems
Product
Manufacturing
(< 100,000
chips)
OpSIS foundry services uses BAE & IME foundries
JePPIX foundry uses Oclaro & FhG HHI foundries (InP)
ePIXfab uses IMEC & LETI foundries
© 2012 • 22
University MPW foundries
Commercial CMOS Photonics foundries
Commercial InP / Silica on Silicon / etc. foundries
Foundry services are coming
© 2012 • 23
Funds Raised by Company
$528,3
$333,7
$214,7
$120,1
$85,9$52,8
$40,0 $34,3 $23,0 $2,1 $0,2$0,0
$100,0
$200,0
$300,0
$400,0
$500,0
$600,0
Raised Funds: US$ in Millions (Total is $1.4B)
Note: Infinera, NeoPhotonics, Cyoptics, OneChip develop InP products, and may or
may not introduce silicon photonics products
Red: Non-Si integrated photonics
Green: Si integrated photonics
Total funding for Si photonics
companies: ~$270 millions
© 2012 • 24
Relative Investment Efficiency
• Integrated photonics faced a downturn in the years 2004 - 2005, while the year 2000 was a real
bubble for integrated photonics investors.
• For readability reasons, Lightwire’s acquisition by Cisco was omitted: its efficiency was over
1835%.
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Relative Investment Efficiency(Post Valuation - Amount Invested) / Amount Invested (%)
(Post Valuation - Amount invested) / Amount invested (%)
General trend
© 2012 • 25
Conclusions
• Silicon photonics is an exciting field mixing optics, CMOS, MEMS and 3D stacking
technologies. All these technologies converge in Si photonics.
• The silicon photonics market is still modest with estimated sales of $65M in 2011;
expected to grow to $215M in 2017.
– Today, if is low volume in terms of dies and wafers. We estimate that 500,000 chips have
been shipped over the last 5 years; that represents a few thousand 200mm wafers.
• Data communications is the big market and dwarfs all other silicon photonics
applications.
• Very few companies are actually shipping products to the open market:
• There is a clear trend to surpass 25Gb in datacom protocols and this is where Si
photonics will have significant advantages.
– VCSELs have trouble reaching past 70 meters at 25Gb and above.
© 2012 • 26
Thank you …