The silicon photonics (SiP) is an emerging industry with a high level of collaboration between key stakeholders. SiP technology integrates complementary metal-oxide semiconductor (CMOS), three-dimensional (3D) integration, and fiber optic communication technologies. The objective of the SiP technology is to leverage CMOS manufacturing capabilities to fabricate and manufacture photonic devices.
The key to enable this is by using silicon as the medium. The innovations in SiP technology have evolved to address the needs of the data transmission market. High bandwidth requirement and high data rate for transmission are two key technical requirements that has driven the advancements in silicon photonics.
Key factors that are decreasing the potential for silicon photonics are the inability of the manufacturing process to meet the cost performance demand. Constraints in development in this sector are mainly due to lack of standardized tools and specifications, testing schemes, integration, and packaging techniques.
The industry participants are seeking technology development either through investment in research and development (R&D) or through acquisition strategies. Vertical integration is expected to drive the manufacturing and automation activities of large tier participants in the SiP industry. Major participants are expected to wield dominance across the SiP value chain through acquisitions. Optoelectronic product development is expected to be the major area to witness high level of research activities.
Key Questions Answered in the Report:
- What is the current trend in silicon photonics?
- What is the influence of mega trends?
- What are the factors driving adoption and development?
- What are the needs in the market that drive innovation?
- What are the key R&D focus areas?
- What is the patent and funding trend and how does it foster innovation?
- Who are the key innovators?
- Who are the key competitors and what is the intensity of competition?
- What are key attractive markets for silicon photonics and where should we invest?
- What is the impact of key innovations?
- What is the road ahead for technology development?
- What are the opportunities for growth?
- What are the key questions for strategy planning?
1. Executive Summary
1.1 Research Scope
1.2 Research Methodology
1.2.1 Research Methodology Explained
1.3 Key Findings - Significance, R&D Focus Areas, and Applications
1.4 Key Findings - Global Challenges and Scenario, Industry Initiatives
2. Silicon Photonics - Current Status Review
2.1 What is Silicon Photonics?
2.2 Detectors, Modulators, Lasers and Silicon Optical Amplifiers as Basic Components of Silicon Photonics
2.3 Waveguides, Couplers, Switches and Dispersion Compensators as Basic Components of Silicon Photonics
3. Technology Landscape
3.1 Product Development, Material Advancement, and Integration Technique as Key Innovation Focus Areas
3.2 Global Innovation Ecosystem
3.3 Data Center Technology Driving Silicon Photonics; Design Challenges is a Key Restraint
3.4 Technical Capability Expected to Be Key Driver and Fabrication Complexity to Be Key Restraint in the Long Term
3.5 Convergence of Optical and Electronic Capabilities Accelerating Market Adoption
3.6 High Capital and Design Challenges Restraining Penetration of Silicon Photonics Technology
3.7 Current Market and Technological Needs Defining Innovation Trend
3.8 Urbanization and Connectivity Key Megatrends with High Impact
4. Innovation Indicators - Patent and Funding Trends, R&D Focus Areas
4.1 NA and APAC Emerging as Regions with High Research Activity in Silicon Photonics
4.2 Product Development as Key Research Focus Area
4.3 Mass Manufacturing and Low Cost Focus of Funding Initiatives
5. Key Innovators and Innovation Profiles
5.1 High Speed Photodetectors - Finisar Corporation
5.2 Ethernet Switch - Rockley Photonics
5.3 Single Chip Transceivers- Luxtera Inc
5.4 Transceiver Models - Reflex Photonics
5.5 Optical Transceiver Chips - Sicoya
5.6 Fiber Transposer - Teem Photonics
6. Industry Intelligence
6.1 Porter’s Analysis of Silicon Photonics Industry - Bargaining Power of Buyers, Threat of Substitute, and Bargaining Power of Suppliers Shaping Up the Industry
6.2 Industry Trend Analysis - Key Takeaways
6.3 Technology Development and Mass Manufacturing at Low Cost as Key Industry Focus
6.4 Business Models Actively Seeking to Commercialize Silicon Photonics
6.4.1 Fabless Business Model is Expected to Be Profitable
7. Application Landscape
7.1 Needs of Data Center and Telecommunication Market Driving Application Landscape
7.2 Silicon photonics Will have a Major Impact in Consumer Electronics, Military and Aerospace Sectors in the Near Term
8. Impact Assessment of Key Innovations
8.1 Multivariable Innovation Impact Assessment Framework
8.1.1 Multivariable Innovation Impact Assessment - Technological Advancements Highly Significant
8.1.2 Nature of Innovation is a Key Component in Assessing Technological Impact of Innovation
8.1.3 Social Acceptance of Innovation is a Key in Market Adoption of Silicon Photonic Technology
8.1.4 Market Potential and Value Add of the Technology are Major Contributors in Assessing Economical Impact
8.1.5 Legislative Policies are Assessed to Contribute Significantly toward Political Impact of Technology
8.2 Optoelectronic Product Development and Photonic-Electronics Integration Technology Computed to Have High Impact
8.2.1 Product Development has High Impact in All Categories
8.2.2 Competency of Innovation Ecosystem is High for Advancements in Packaging Technology
8.2.3 Value Addition for Technology Advancement in PIC Designing and Testing
9. Technology Roadmap, Forecast to 2025
9.1 Technology Development Focus Transitioning from Data Transmission to Data Computation
10. Strategic Insights
10.1 Innovation Ecosystem Assessment Silicon Photonics
10.2 Growth Opportunities for Silicon Photonics
10.3 Key Questions for Strategy Planning
11. Key Patents
11.1 Monolithically Integrated Components On Chip Will Enable Mass Production of Photonic Integrated Circuits
11.2 Photonic Switching Architectures to be Widely Used for Optical Networking
12. Key Industry Contacts
12.1 Industry Contacts
A selection of companies mentioned in this report includes:
- Finisar Corporation
- Luxtera Inc
- Reflex Photonics
- Rockley Photonics
- Teem Photonics