WINTERGREEN RESEARCH, INC. REPORT # SH24174745 669 PAGES 231 TABLES AND FIGURES 2009 $3,400 SINGLE COPY -- $6,800 WEB SITE POSTING Optical Component Worldwide Strategies, Market Shares and Forecasts, 2009 to 2015 Optical Components Implement Broadband and Next Generation Networks Picture by Susie Eustis MOUNTAINS OF OPPORTUNITY WinterGreen Research, Inc. Lexington, Massachusetts www.wintergreenresearch.com
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WINTERGREEN RESEARCH, INC.
REPORT # SH24174745 669 PAGES 231 TABLES AND FIGURES 2009
SAN High-Speed Sub-networks Parallel Optics Technologies High-Capacity Interconnects
CFP Standard CXP Standard
WINTERGREEN RESEARCH, INC.
REPORT # SH24174745 669 PAGES 231 TABLES AND FIGURES 2009
$3,400 SINGLE COPY -- $6,800 WEB SITE POSTING
OPPORTUNITY ABOUNDS WinterGreen Research, Inc. Lexington, Massachusetts
www.wintergreenresearch.com
Optical Components Market Shares, Market Strategies, and
Market Forecasts, Worldwide, 2009-2015
LEXINGTON, Massachusetts (September 24, 2009) – WinterGreen Research announces that it has a new study on optical component markets worldwide. The 2009 study has 669 pages, 231 Tables and Figures. Markets are poised to achieve significant growth as broadband is implemented from optical component capabilities. Use of the Internet as a vehicle of social networks to share pictures and videos, as a channel, as an enabler of the supply chain, and as accessible from the iPhone and other 4 G handheld mobile devices is creating demand for high speed optical network build-out. The cost of the study is $3,400 for a single copy, $6,800 for a web site posting. Optical component based network systems are poised for significant growth as Web based applications are used to implement automated process and share videos. At speeds of more than 1 Gbps, the ability of copper wire to transmit more than 300 meters is limited due to the loss of signal over distance as well as interference from external signal generating equipment. The proliferation of electronic commerce, communications and broadband entertainment has resulted in the digitization and accumulation of enormous amounts of data. Copper continues to be the primary medium used for delivering signals to the home and desktop because it is in place. The need to quickly transmit, store and retrieve large blocks of data across networks in a cost-effective manner has increasingly required enterprises and service providers to use fiber optic technology to replace copper for the transmission of data at higher speeds over greater distances and to expand the capacity, or bandwidth, of their networks.
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REPORT # SH24174745 669 PAGES 231 TABLES AND FIGURES 2009
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The data, audio, video, and VoIP applications and services using a network became actual, achieving real arrival of the broadband society. The Internet has brought change to retail buying and business life. The role of network has become increasingly important. Larger capacity and more efficient network is required. The optical network is spreading rapidly to core networks, to an enterprise network, to the access network, and to a telecom network. Datacom networks include storage and server networks, and the high-performance, high-efficiency and high-reliable optical components technology supports all these different types of networks. Optical components are leading-edge optical modules and optical devices that support the broadband, ubiquitous network. They contribute to consumer activities, social networking, and business by providing solutions for optical network construction. A PON is a point-to-multipoint, fiber to the premises network architecture in which unpowered optical splitters are used to enable a single optical fiber to serve multiple premises, typically 32-128. A PON consists of an Optical Line Terminal, or OLT, at the service provider’s central office and a number of Optical Network Units, or ONUs, near end users. A PON configuration reduces the amount of fiber and central office equipment required. The optical component markets are anticipated to expand to provide network capability that supports broader reach of information and productivity improvements for the enterprise. According to Susan Eustis, lead author of the study, “innovation drives changes in optical component technology, stimulating growth in every industry. Innovation depends on implementation of automated business process in every instance. Optical transceiver components and modules are used to build out broadband networks. In short order, the network speeds have increased from one gigahertz and below to 10 gigahertz, moving rapidly to 40 gigahertz for most broadband, and almost simultaneously to 100 gigahertz for highly utilized backbone transmission situations.” This has caused enormous disruption in the optical component markets as the technologies that work at one speed generally are not suitable for the next step up in speed. Market consolidation of the optical component business is proceeding apace. Acquisitions and partnerships form the base for market consolidation. As the Finisar/Optium merger leverages market advantage, many mergers have occurred and more mergers are likely to occur. Pressure for consolidation is likely to continue.
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REPORT # SH24174745 669 PAGES 231 TABLES AND FIGURES 2009
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The merger of Finisar (FNSR) and Optium (OPTM) puts these companies in a strong position because it implements consolidation of the market that increases unit volumes, decreases prices per component, and stimulates overall market growth because components are more affordable and can be used in more situations. Optical components markets at $3.8 billion in 2008 are expected to reach $11.3 billion by 2015. Demand for broadband Internet connectivity drives optical components markets. The markets are comprised of transceivers, optical amplifiers, passive, and active optical component technology.
Companies Profiled
Market Leaders
Finisar JDSU Oclaro
Sumitomo Fujitsu
Furukawa Electric GigOptix Oplink Opnext Triquint
ZTE Avago Technologies
Emcore
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Optical Component Market Participants Selected Optical Components Company Profiles
3S Photonics Accelink
ACON Advanced Photonix
Aegis Lightwave Agilent Technologies
Alcatel Lucent API Nanotronics
ASE Group - Korea Broadcom
Electrum Laboratory Finisar / Optimum
Foxconn Technology Group / Ambit Microsystems Merger of Helix and GigOptix,
Merger of Lumera and GigOptix Huawei
Ignis Ikanos Communications
JDSU Acquires Network Tools Business from Finisar Luxtera
Luxtera CMOS Project with Sun Microsystems and DARPA MRV Communications / Source Photonics
MRV Communications / Source Photonics Brand for Luminent and Fiberxon NeoPhotonics
Newport Corporation & Spectra-Physics Occam
Oclaro: Bookham and Avanex Merge Into a New Market Leader Oclaro New Focus Business Transferred to Newport Corporation
Opnext / StrataLight Photon-X, LLC
Princeton Optronics Rohm Semiconductor / Oki
Rusnano
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Santec Sigma Blu-Ray & HDTV Opportunities
Sigma Revenue Sumitomo Electric Industries / SEI
Syntune Tessera Triquint
Tyco Electronics Unisem Vitesse
Yoshikawa Kogyo Zhone Technologies
ZTE
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Optical Component Market Shares, Strategies, and Forecasts, Worldwide, 2009-2015
REPORT METHODOLOGY
THIS IS THE 417 TH REPORT IN A SERIES OF MARKET RESEARCH REPORTS THAT PROVIDE FORECASTS IN COMMUNICATIONS, TELECOMMUNICATIONS, THE INTERNET, COMPUTER, SOFTWARE, TELEPHONE EQUIPMENT, HEALTH EQUIPMENT, AND ENERGY. THE PROJECT LEADERS TAKE DIRECT RESPONSIBILITY FOR WRITING AND PREPARING EACH REPORT. THEY HAVE SIGNIFICANT EXPERIENCE PREPARING INDUSTRY STUDIES. FORECASTS ARE BASED ON PRIMARY RESEARCH AND PROPRIETARY DATA BASES. FORECASTS REFLECT ANALYSIS OF THE MARKET TRENDS IN THE SEGMENT AND RELATED SEGMENTS. UNIT AND DOLLAR SHIPMENTS ARE ANALYZED THROUGH CONSIDERATION OF DOLLAR VOLUME OF EACH MARKET PARTICIPANT IN THE SEGMENT. INSTALLED BASE ANALYSIS AND UNIT ANALYSIS IS BASED ON INTERVIEWS AND AN INFORMATION SEARCH. MARKET SHARE ANALYSIS INCLUDES CONVERSATIONS WITH KEY CUSTOMERS OF PRODUCTS, INDUSTRY SEGMENT LEADERS, MARKETING DIRECTORS, DISTRIBUTORS, LEADING MARKET PARTICIPANTS, OPINION LEADERS, AND COMPANIES SEEKING TO DEVELOP MEASURABLE MARKET SHARE. OVER 200 IN DEPTH INTERVIEWS ARE CONDUCTED FOR EACH REPORT WITH A BROAD RANGE OF KEY PARTICIPANTS AND INDUSTRY LEADERS IN THE MARKET SEGMENT. WE ESTABLISH ACCURATE MARKET FORECASTS BASED ON ECONOMIC AND MARKET CONDITIONS AS A BASE. USE INPUT/OUTPUT RATIOS, FLOW CHARTS, AND OTHER ECONOMIC METHODS TO QUANTIFY DATA. USE IN-HOUSE ANALYSTS WHO MEET STRINGENT QUALITY STANDARDS. INTERVIEWING KEY INDUSTRY PARTICIPANTS, EXPERTS AND END-USERS IS A CENTRAL PART OF THE STUDY. OUR RESEARCH INCLUDES ACCESS TO LARGE PROPRIETARY DATABASES. LITERATURE SEARCH INCLUDES ANALYSIS OF TRADE PUBLICATIONS, GOVERNMENT REPORTS, AND CORPORATE LITERATURE. FINDINGS AND CONCLUSIONS OF THIS REPORT ARE BASED ON INFORMATION GATHERED FROM INDUSTRY SOURCES, INCLUDING MANUFACTURERS, DISTRIBUTORS, PARTNERS, OPINION LEADERS, AND USERS. INTERVIEW DATA WAS COMBINED WITH INFORMATION GATHERED THROUGH AN EXTENSIVE REVIEW OF INTERNET AND PRINTED SOURCES SUCH AS TRADE PUBLICATIONS, TRADE ASSOCIATIONS, COMPANY LITERATURE, AND ONLINE DATABASES. THE PROJECTIONS CONTAINED IN THIS REPORT ARE CHECKED FROM TOP DOWN AND BOTTOM UP ANALYSIS TO BE SURE THERE IS CONGRUENCE FROM THAT PERSPECTIVE. THE BASE YEAR FOR ANALYSIS AND PROJECTION IS 2008. WITH 2008 AND SEVERAL YEARS PRIOR TO THAT AS A BASELINE, MARKET PROJECTIONS WERE DEVELOPED FOR 2009 THROUGH 2015. THESE PROJECTIONS ARE BASED ON A COMBINATION OF A CONSENSUS AMONG THE PRIMARY CONTACTS COMBINED WITH UNDERSTANDING OF THE KEY MARKET DRIVERS AND THEIR IMPACT FROM A HISTORICAL AND ANALYTICAL PERSPECTIVE. THE ANALYTICAL METHODOLOGIES USED TO GENERATE THE MARKET ESTIMATES ARE BASED ON PENETRATION ANALYSES, SIMILAR MARKET ANALYSES, AND DELTA CALCULATIONS TO SUPPLEMENT INDEPENDENT AND DEPENDENT VARIABLE ANALYSIS.
YOU MUST HAVE THIS STUDY
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REPORT # SH24174745 669 PAGES 231 TABLES AND FIGURES 2009
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Optical Component Market Shares, Strategies, and
Forecasts, Worldwide, 2009 to 2015
Table of Contents OPTICAL COMPONENTS EXECUTIVE SUMMARY
OPTICAL COMPONENT EXECUTIVE SUMMARY ES-1 Arrival Of Broadband Society ES-1 Optical Component Markets ES-3
Optical Component Market Shares ES-4 Optical Component Market Forecasts ES-6 Cost-Effective Deployment Of 40-Gbit/S Transmission In Metro Networks ES-8
Optical Components And Subsystems Challenge Fiber Optics Companies to Achieve Innovation ES-10 NeoPhotonics Has Nanoscale Design, Materials, Fabrication And Metrology ES-11 Optical Component Market Trends ES-11 Optical Technology Nanotechnology, CMOS Silicon, and Polymer Breakthroughs ES-12 40Gig per second or 100 Gig per second ES-13 Component vs. Subassembly or Module ES-13 Move Away From Sonet / SDH to CWDM and DWDM ES-14 CFP interim standard vs. CXP standard ES-14 Wireless Network Upgrades and FTTx Network Upgrades ES-15 Cloud Computing ES-15 Multi-Technology To Support Different PON Technologies ES-17 GPON - Gigabit Passive Optical Network and EPON Optical Network ES-17 Need for Fiber ES-18 Sonet / SDH Transmission Components Market Forecasts ES-18
OPTICAL COMPONENTS MARKET DEFINITION AND MARKET DYNAMICS 1. OPTICAL COMPONENT MARKET DESCRIPTION AND MARKET DYNAMICS 1-1 1.1 Optical Subsystems and Components 1-1
1.1.1 Service Providers Adopt Fiber Optic Technology 1-1 1.1.2 BT Service Provider PON Investment 1-5 1.1.3 Qwest To Deploy Network Capable of 100Gbps 1-7 1.1.4 Service Provider 100-Gigabit Ethernet from Alcatel, Juniper , and Cisco Systems in 2010 1-8 1.1.5 Broadband GPON for Services Providers 1-9
1.2 Computer Networks Span The Globe 1-9 1.2.1 Data Networking Equipment Network LAN 1-10 1.2.2 SAN High-Speed Subnetwork 1-12
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1.2.3 Parallel Optics Technologies For High-Capacity Interconnects 1-14 1.3 Metro Regional Network and the Last Mile Access Network 1-15
1.3.1 PON Configuration Reduces The Amount Of Fiber And Central Office Equipment Required 1-16
1.4 Broadband Applications 1-18 1.5 Data Center And High-Performance-Computing Applications 1-20 1.6 GPON 1-25
1.6.1 Benefits of GPON Bringing Fiber to the Home (FTTH): 1-27 1.6.2 EPON GEPON (Ethernet PON) 1-28 1.6.3 WDM-PON 1-28
1.7 Nanotechnology Leverages Characteristics of Different Shapes Of The Same Material 1-32
1.7.1 Different Shapes Of The Same Material Create Different Characteristics 1-33 1.7.2 Vitesse and NeoPhotonics Embrace Domains For Photonic Integrated Circuits 1-34 1.7.3 Optical Properties Integrated Into Technology 1-36 1.7.4 Nanotechnology For High Performance Optical Components 1-38 1.7.5 Nanoparticle Vapor Organic Dispersions 1-39
2.5 Optical Components And Subsystems Selected Market Leaders and Thought Leaders 2-22
2.5.1 Finisar 2-22 2.5.2 JDSU 2-24 2.5.3 Oclaro: Bookham and Avanex Merge Into a New Market Leader 2-25 2.5.4 Power Diode Lasers Market Shares 2-27 2.5.5 JDSU Telecom Modulators 2-27 2.5.6 JDSU ROADMs 2-27 2.5.7 Fujitsu 40G DPSK Receiver Pricing & Availability 2-28 2.5.8 Fujitsu Optical Components and Furukawa Electric Jointly Develop Integrated Receivers 2-28 2.5.9 Fujitsu 2-29 2.5.10 Avago 2-29 2.5.11 Sumitomo Electric Industries, Ltd. And Anritsu 100-Gigabit Ethernet-Compatible Optical Interface 2-30 2.5.12 MRV / Source Photonics 2-30 2.5.13 MRV Communications / Source Photonics Single-Fiber 10Gb/s SFP+ Transceivers 2-30 2.5.14 Emcore Transceivers / Receivers 2-31 2.5.15 NeoPhotonics' 2-31 2.5.16 Triquint RF High-Performance RF Modules, Components And Foundry 2-32 2.5.17 Advanced Photonix 2-32 2.5.18 Photon-X® LLC Thin Film Technology 2-33 2.5.19 Aegis 2-34 2.5.20 Nortel 2-34 2.5.21 3S Photonics 2-35 2.5.22 Alcatel-Lucent 2-35 2.5.23 GigOptix Inc. 2-35 2.5.24 Luxtera CMOS Process Used To Create An Array Of Complex Photonic Devices 2-37
2.6 Optical Component Market Trend Analysis 2-38 2.6.1 Optical Components And Subsystems Challenge Fiber Optics Companies to Achieve Innovation 2-38 2.6.2 NeoPhotonics Has Nanoscale Design, Materials, Fabrication And Metrology 2-38 2.6.3 Optical Component Market Trends 2-39 2.6.4 Optical Technology Nanotechnology, CMOS Silicon, and Polymer Breakthroughs 2-40 2.6.5 40Gig per second or 100 Gig per second 2-41 2.6.6 Component vs. Subassembly or Module 2-41 2.6.7 Move Away From Sonet / SDH to CWDM and DWDM 2-42
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2.6.8 CFP interim standard vs. CXP standard 2-42 2.6.9 Cloud Computing 2-42 2.6.10 Multi-Technology To Support Different PON Technologies 2-44 2.6.11 GPON - Gigabit Passive Optical Network and EPON Optical Network 2-44 2.6.12 The Need for Fiber 2-45
3.5 Sumitomo Electric Industries, Ltd. And Anritsu
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100-Gigabit Ethernet-Compatible Optical Interface 3-31 3.5.1 Sumitomo Electric Jointly With Anritsu, Has An Optical Interface Compliant With The 100-Gigabit Ethernet Specifications (IEEE 802.3.ba Specifications) 3-31 3.5.2 Sumitomo Electric Development Of Optical Interface Compatible With 100-Gigabit Ethernet 3-32
4.1.1 CFP Form Factor 4-2 4.1.2 Finisar Opnext and Sumitomo Electric Industries / Excelight Communications CFP 4-2 4.1.3 CFP MSA Form Factor Standard for Pluggable 40Gb/s and 100Gb/s Optical Modules 4-4 4.1.4 CXP Form Factor 4-5 4.1.5 CXP GigOptix Long Reach And Ultra Long Reach Drivers For Terrestrial And Undersea Optical Cable 4-6
5.15.1 Fujitsu Optical Components 5-78 5.15.2 Fujitsu Optical Modules 5-80 5.15.3 Fujitsu Sales, Manufacturing And Development Of Optical Components 5-81 5.15.4 Fujitsu Optical Components Wholly Owned Optical Module Subsidiary 5-88
5.16 Furukawa Electric 5-92 5.17 GigOptix 5-94
5.17.1 GigOptix Revenue Second Quarter of 2009 5-96 5.17.2 GigOptix Revenue By Geographic Region: 5-98 5.17.3 GigOptix Product Updates 5-98 5.17.4 Merger of Helix and GigOptix, Merger of Lumera and GigOptix, Advances Made by GigOptix 5-100 5.17.5 GigOptix Third Quarter Outlook 5-101
5.19 Ignis 5-106 5.19.1 Ignis Group Revenue 5-107 5.19.2 Ignis Acquired Syntune AB 5-108
5.20 Ikanos Communications 5-110 5.21 JDSU 5-111
5.21.1 JDSU Revenue 5-111 5.21.2 JDSU Acquires Network Tools Business from Finisar 5-114 5.21.3 JDSU Strategic Benefits: 5-115 5.21.4 JDSU Network Tools Business 5-115
5.22 Luxtera 5-117 5.22.1 Luxtera Funded By Leading Venture Capitalists 5-118 5.22.2 Luxtera Active Optical Cable (AOC), Blazar 5-118 5.22.3 Luxtera CMOS Process Used To Create An Array Of Complex Photonic Devices 5-120 5.22.4 Luxtera Project with Sun Microsystems and DARPA 5-121
5.26 Occam 5-145 5.26.1 Occam Networks Second-Quarter 2009 Results 5-146 5.26.2 Occam Highlights For The Second Quarter of 2009: 5-149 5.26.3 Occam GigE and GPON FTTP Delivers IPTV 5-149 5.26.4 Occam Target Markets 5-151
5.27 Oclaro 5-152 5.27.1 Oclaro: Bookham and Avanex Merge Into a New Market Leader 5-153 5.27.2 Oclaro: Bookham / Avanex Strengthen Position In Consolidating Sector 5-158 5.27.3 Oclaro / Avanex 5-158 5.27.4 Oclaro Revenue 5-159 5.27.5 Oclaro New Focus Business Transferred to Newport Corporation 5-161
5.33.1 Rusnano Russian Corporation of Nanotechnologies 5-176 5.34 Santec 5-179 5.35 Sigma Blu-Ray & HDTV Opportunities 5-181
5.35.1 Sigma Revenue 5-187 5.36 Sumitomo 5-188
5.36.1 Sumitomo Optical Devices for FTTH Applications 5-188 5.36.2 Sumitomo Electric Industries CATV For Integration Of Broadcasting And Telecommunications 5-189 5.36.3 SEI 5-190 5.36.4 Sumitomo Electric Industries / SEI 5-190 5.36.5 Sumitomo Electric Oversea Sales Subsidiaries of Optical and Electronic Devices 5-191 5.36.6 Sumitomo Electric Device Innovations / Excelight Communications, / Eudyna Devices 5-192 5.36.7 Sumitomo Electric Europe Ltd / Succeeds The Business From Eudyna Devices 5-192 5.36.8 Sumitomo Electric Asia integrates with Eudyna Devices 5-193
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OPTICAL COMPONENTS COMPANY PROFILES Figure 5-1 5-6 3S Photonics R&D Role Figure 5-2 5-7 3S Photonics Clean Room Manufacturing Table 5-3 5-18 Agilent Text Equipment Table 5-4 5-21 Alcatel-Lucent Businesses Table 5-5 5-22 Alcatel Lucent Positioning To Address The Utility-Telco Next Generation Broadband Technology Table 5-6 5-32 Avago Technologies Target Markets Table 5-7 5-36 Electrum Laboratory Functions Table 5-8 5-39 Emcore Market Drivers of CATV Business Figure 5-9 5-40 Emcore Business Units Figure 5-10 5-41 Emcore Telecom / Datacom Products Figure 5-11 5-42 Emcore Broadband Products Table 5-12 5-43 Emcore Video, Audio, Data Transport
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Table 5-13 5-45 Emcore ECX-7700 Series Key Features Figure 5-14 5-48 Finisar Parallel Optics Figure 5-15 5-49 Finisar Overview Table 5-16 5-50 Finisar Data Center Positioning to Support Improvement in Server Utilization Figure 5-17 5-60 Finisar World Class Manufacturing Capabilities Figure 5-18 5-61 Finisar Revenue Growth Figure 5-19 5-64 Finisar Revenue Trend Figure 5-20 5-66 Finisar 10-40 Gbps Quarterly Revenue Trend Figure 5-21 5-67 Finisar Segment Revenue Figure 5-22 5-68 Finisar Financial Statements Figure 5-23 5-73 Finisar Vertical Business Model Figure 5-24 5-75 Finisar, Optium Optical Component Product Customers and Overlap Figure 5-25 5-78 Fujitsu Optical Component Table 5-26 5-79 Fujitsu Optical Fujitsu Optical Components Table 5-27 5-80 Fujitsu Optical Component Applications Figure 5-28 5-82 Fujitsu Facilities Figure 5-29 5-84 Fujitsu Sales & Support World Wide Table 5-30 5-85 Fujitsu Optical Components Business Support Centers Table 5-31 5-86 Fujitsu Optical Components Sales Office Table 5-32 5-87 Fujitsu Products & Services Figure 5-33 5-88 Fujitsu Optical Component Applications Figure 5-34 5-93 Furukawa Company Group Figure 5-35 5-94 Furukawa Optical Parts Table 5-36 5-99 GigOptix Product Updates
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Table 5-37 5-103 Huawei Contract Sales Increase 46% in 2008 Figure 5-38 5-103 Huawei Five-Year Summary (next page) Table 5-39 5-116 JDSU Testing For Development And Field Deployment Of Storage Networks Figure 5-40 5-126 MRV Source Photonics Locatioons Worldwide Table 5-41 5-136 NeoPhotonics Technology Domain Expertise Table 5-42 5-137 NeoPhotonics Broad Spectrum Of Active And Passive Optical Components Figure 5-43 5-143 Newport Corporation Product Set Figure 5-43 (Continued) 5-144 Newport Corporation Product Set Table 5-44 5-146 Occam ONT Products Figure 5-45 5-154 Oclaro Advanced Photonics Positioning Table 5-46 5-155 Oclaro Advanced Photonics Positioning Table 5-46 (Continued) 5-156 Oclaro Advanced Photonics Positioning Table 5-47 5-157 Oclaro Positioning Figure 5-48 5-160 Oclaro / Bookham Revenue March 2009 Figure 5- 49 5-162 Oclaro Competitive Platform Table 5-50 5-172 Photon-X® LLC Expertise For Athermal Arrayed Waveguide Gratings, Splitters, Couplers, Static Filters, And Tunable Filters Table 5-51 5-180 Santec Customers Figure 5-52 5-182 Sigma Quarterly Revenue Growth Figure 5-53 5-183 Sigma IP TV Customer Deployments Figure 5-54 5-186 Sigma Revenues by End Market Figure 5-55 5-195 Syntune Full C-Band Tunable Laser Module Table 5-56 5-198 TriQuint Semiconductor Partners
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ABOUT THE COMPANY
WINTERGREEN RESEARCH, HAS A UNIQUE RESEARCH STRATEGY THAT RELATES TO
IDENTIFYING MARKET TRENDS THROUGH READING AND INTERVIEWING OPINION LEADERS. BY READING THE
ELECTRONIC EQUIVALENT OF 40 FEET OF PAPER, WINTERGREEN RESEARCH SENIOR ANALYSTS CAN LEARN A
LOT MORE ABOUT MARKETS, A LOT FASTER THAN CAN BE LEARNED THROUGH EXPENSIVE SURVEYS AND
FOCUS GROUPS. THINKING ABOUT MARKET TRENDS IS A HIGH PRIORITY AT WINTERGREEN RESEARCH. AS
WITH ALL RESEARCH, THE VALUE PROPOSITION FOR COMPETITIVE ANALYSIS COMES FROM INTELLECTUAL
INPUT.
IT IS A LUXURY REALLY, AVAILABLE TO ONLY A VERY FEW PEOPLE, TO BE ABLE TO GATHER
INFORMATION, LOTS OF INFORMATION FROM READING MASSIVE AMOUNTS OF CONTENT, AND THEN TRYING
TO MAKE SENSE OF THAT CONTENT. THE ABILITY TO THINK ABOUT MARKET TRENDS IS ENHANCED BY DOING
IT OVER AND OVER FOR MANY DIFFERENT MARKETS. THAT IS WHAT WINTERGREEN RESEARCH IS ALL
ABOUT: READING AND THINKING IS AN ESSENTIAL ASPECT OF COMPETITIVE ANALYSIS. TALKING TO OPINION
LEADERS IS THE THIRD ESSENTIAL ASPECT OF PRODUCING GOOD, RELIABLE DATA.
WINTERGREEN RESEARCH, FOUNDED IN 1985, PROVIDES STRATEGIC MARKET ASSESSMENTS
IN TELECOMMUNICATIONS, COMMUNICATIONS EQUIPMENT, HEALTH CARE, INTERNET AND ADVANCED
COMPUTER TECHNOLOGY. INDUSTRY REPORTS FOCUS ON OPPORTUNITIES THAT EXPAND EXISTING MARKETS
OR DEVELOP MAJOR NEW MARKETS. THE REPORTS ASSESS NEW PRODUCT AND SERVICE POSITIONING
STRATEGIES, NEW AND EVOLVING TECHNOLOGIES, AND TECHNOLOGICAL IMPACT ON PRODUCTS, SERVICES,
AND MARKETS. MARKET SHARES ARE PROVIDED. LEADING MARKET PARTICIPANTS ARE PROFILED, AND
THEIR MARKETING STRATEGIES, ACQUISITIONS, AND STRATEGIC ALLIANCES ARE DISCUSSED. THE PRINCIPALS
OF WINTERGREEN RESEARCH HAVE BEEN INVOLVED IN ANALYSIS AND FORECASTING OF INTERNATIONAL
BUSINESS OPPORTUNITIES IN TELECOMMUNICATIONS AND ADVANCED COMPUTER TECHNOLOGY MARKETS
FOR OVER 30 YEARS.
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ABOUT THE PRINCIPAL AUTHORS
ELLEN T. CURTISS, TECHNICAL DIRECTOR, CO-FOUNDER OF WINTERGREEN RESEARCH, CONDUCTS
STRATEGIC AND MARKET ASSESSMENTS IN TECHNOLOGY-BASED INDUSTRIES. PREVIOUSLY SHE WAS A
MEMBER OF THE STAFF OF ARTHUR D. LITTLE, INC., FOR 23 YEARS, MOST RECENTLY AS VICE PRESIDENT OF
ARTHUR D. LITTLE DECISION RESOURCES, SPECIALIZING IN STRATEGIC PLANNING AND MARKET
DEVELOPMENT SERVICES. SHE IS A GRADUATE OF BOSTON UNIVERSITY AND THE PROGRAM FOR
MANAGEMENT DEVELOPMENT AT HARVARD GRADUATE SCHOOL OF BUSINESS ADMINISTRATION. SHE IS
THE AUTHOR OF RECENT STUDIES ON WORLDWIDE TELECOMMUNICATIONS MARKETS, THE TOP TEN INTERNET
EQUIPMENT COMPANIES, THE TOP TEN CONTRACT MANUFACTURING COMPANIES, AND THE TOP TEN
TELECOMMUNICATIONS MARKET ANALYSIS AND FORECASTS.
SUSAN EUSTIS, PRESIDENT, CO-FOUNDER OF WINTERGREEN RESEARCH, HAS DONE RESEARCH IN
COMMUNICATIONS AND COMPUTER MARKETS AND APPLICATIONS. SHE HOLDS SEVERAL PATENTS IN
MICROCOMPUTING AND PARALLEL PROCESSING. SHE HAS THE ORIGINAL PATENTS IN ELECTRONIC VOTING
MACHINES. SHE HAS NEW PATENT APPLICATIONS IN FORMAT VARYING, MULITPROCESSING, AND ELECTRONIC
VOTING. SHE IS THE AUTHOR OF RECENT STUDIES OF THE SERVICES ORIENTED ARCHITECTURE SOA, MID IR
SENSORS, CONTENT MANAGEMENT, MID SIZE BUSINESS MIDDLEWARE, WORLDWIDE ENERGY MARKETS, SOLAR UTILITY MARKETS, SOLAR TECHNOLOGY MARKETS, THIN FILM BATTERY MARKETS, WEBCAM MARKETS, REGIONAL BELL OPERATING COMPANIES' MARKETING STRATEGIES, INTERNET EQUIPMENT, BIOMETRICS, A
STUDY OF INTERNET EQUIPMENT, WORLDWIDE TELECOMMUNICATIONS EQUIPMENT, TOP TEN
TELECOMMUNICATIONS, DIGITAL LOOP CARRIER, WEB HOSTING, WEB SERVICES, NANOTECHNOLOGY, AND
APPLICATION INTEGRATION MARKETS. MS. EUSTIS IS A GRADUATE OF BARNARD COLLEGE.
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REPORT # SH24174745 669 PAGES 231 TABLES AND FIGURES 2009