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Entries in LightCounting (18)

Thursday
May122016

Optical integration and silicon photonics: A view to 2021

LightCounting Market Research’s recent report on optical integration investigates the global market opportunity for integrated optical components including silicon photonics for the next five years. An interview with LightCounting CEO and report author, Vladimir Kozlov. 

 

LightCounting’s report on photonic integration has several notable findings. The first is that only one in 40 optical components sold in the datacom and telecom markets is an integrated device yet such components account for a third of total revenues.

Another finding is that silicon photonics will not have a significant market impact in the next five years to 2021, although its size will grow threefold in that time.

By 2021, one in 10 optical components will be integrated and will account for 40% of the total market, while silicon photonics will become a $1 billion industry by then. 

 

Integrated optics

“Contrary to the expectation that integration is helping to reduce the cost of components, it is only being used for very high-end products,” says Vladimir Kozlov, CEO of LightCounting.

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Friday
Sep042015

Data centres to give silicon photonics its chance  

Part 4: A large data centre operator’s perspective

The scale of modern data centres and the volumes of transceivers they will use are going to have a significant impact on the optical industry. So claims Facebook, the social networking company.

Katharine Schmidtke

Facebook has been vocal in outlining the optical requirements it needs for its large data centres.

The company will use duplex single-mode fibre and has chosen the 2 km mid-reach 100 gigabit CWDM4 interface to connect its equipment.

But the company remains open regarding the photonics used inside transceivers. “Facebook is agnostic to technology,“ says Katharine Schmidtke, strategic sourcing manager, optical technology at Facebook. “There are multiple technologies that meet our requirements.” 

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Wednesday
Aug122015

Silicon photonics: "The excitement has gone"

The opinion of industry analysts regarding silicon photonics is mixed at best. More silicon photonics products are shipping but challenges remain.

 

Part 1: An analyst perspective

"The excitement has gone,” says Vladimir Kozlov, CEO of LightCounting Market Research. “Now it is the long hard work to deliver products.” 

Dale Murray, LightCounting

However, he is less concerned about recent setbacks and slippages for companies such as Intel that are developing silicon photonics products. This is to be expected, he says, as happens with all emerging technologies.

Mark Lutkowitz, principal at consultancy fibeReality, is more circumspect. “As a general rule, the more that reality sets in, the less impressive silicon photonics gets to be,” he says. “The physics is just hard; light is not naturally inclined to work on the silicon the way electronics does.”

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Wednesday
Dec032014

Is the tunable laser market set for an upturn?

Part 2: Tunable laser market

"The tunable laser market requires a lot of patience to research." So claims Vladimir Kozlov, CEO of LightCounting Market Research. Kozlov should know; he has spent the last 15 years tracking and forecasting lasers and optical modules for the telecom and datacom markets.

Source: LightCounting, Gazettabyte

The tunable laser market is certainly sizeable; over half a million units will be shipped in 2014, says LightCounting. But the market requires care when forecasting. One subtlety is that certain optical component companies - Finisar, JDSU and Oclaro - are vertically integrated and use their own tunable lasers within the optical modules they sell. LightCounting counts these as module sales rather than tunable laser ones.

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Friday
Nov222013

Reporting the optical component & module industry

LightCounting recently published its six-monthly optical market research covering telecom and datacom. Gazettabyte interviewed Vladimir Kozlov, CEO of LightCounting, about the findings.

 

When people forecast they always make a mistake on the timeline because they overestimate the impact of new technology in the short term and underestimate in the long term.

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Tuesday
Oct092012

Does Cisco Systems' CPAK module threaten the CFP2?

Cisco Systems has been detailing over recent months its upcoming proprietary optical module dubbed CPAK. The development promises to reduce the market opportunity for the CFP2 multi-source agreement (MSA) and has caused some disquiet in the industry.

Source: Cisco Systems, Gazettabyte, see comments

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Friday
Jun012012

60-second interview with .... Vladimir Kozlov

A Q&A with Vladimir Kozlov, CEO of market research firm, LightCounting. The first of occassional quick interviews with industry figures. 

 

"You have to look over a longer time frame to understand the industry and appreciate the progress"

 

 

 

 

 

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