Market trends for optical amplifiers
Ovum Plc
June 26, 2009 27 Pages - SKU: OV2391806
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| The amplification market is very competitive and dominated by incumbent suppliers. Opportunities exist for new entrants and technologies, particularly for per-channel and narrowband amplification.
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- Executive summary
- In a nutshell
- Ovum view
- Demand for amplification continues as does demand for lower cost
- Key messages
- Market led by strong suppliers
- Demand complicated by array of options, favors incumbent suppliers
- Waiting, watching, preparing for the amplifier market game-changer
- Strong demand for optical amplifiers
- Traffic grows in network core
- Metro moving to 50GHz
- Agility as a major amplifier requirement
- 40 and 100Gbps raise demand for single-channel amplifiers
- 100Gbps Ethernet ready to come out of the gates
- 100Gbps DWDM
- 40 and 100Gbps DWDM on a new transmission fiber (i.e., fiber carrying 40 or 100Gbps solely)
- Amplification in access networks
- Amplification in cable TV
- Amplification for radio frequency over fiber (RFOG)
- WDM PON
- 10Gbps PON
- Optical amplifier opportunity summary
- Optical amplifier component supplier review
- Strength goes to suppliers who supply the pump lasers
- Controlling functional modules also offer competitive advantages
- Dispersion compensators for mid-stage access
- ROADMs for mid-stage access
- Raman amplifiers have a role in this market
- Cable TV and FTTx amplifier
- System vendors challenge optical amplifier suppliers
- Strong pricing pressures
- Strong demand for all different kinds of amplifiers
- Optical amplifier supplier analysis
- Incumbents dominate optical amplifier market
- Optical amplifier opportunity
- Ovum finds too many suppliers
- Market led by Oclaro (formerly Bookham and Avanex), JDSU, and Furukawa
- Cost reduction strategies
- Stagnant optical amplifier suppliers
- Little new competition
- Raising barrier to entry
- While pump lasers present high barrier to entry, their role has changed
- Diverse amplifiers also challenge suppliers
- Consolidation of the behemoth incumbents raises the bar — Oclaro formed from Bookham’s acquisition of Avanex
- Incumbents support semiconductor optical amplifiers
- Little outside investment
- Nonexistent venture capital spending
- Outlook, more of the same
- Optical amplification led by specialization and incumbent suppliers
- Incumbents need to continue to build a higher barrier to entry
- New entrants or market attackers need to be comprehensive suppliers
- List of Tables
- Table 1: Optical amplifier opportunity summary
- Table 2: Dispersion compensator suppliers by technology, typical insertion loss, and other issues
- Table 3: ROADM suppliers, technology, typical insertion loss, and other issues
- List of Figures
- Figure 1: IP traffic in NA core network, optical equipment capacity, and cost
- Figure 2: End-to-end network showing point-to-point (old) and mesh (future)
- Figure 3: Schematic of representative narrowband amplifier showing discrete components
- Figure 4: Pump laser suppliers
- Figure 5: Schematic of representative amplifier with mid-stage access
- Figure 6: Schematic of a Raman amplifier
- Figure 7: Schematic of a high-power amplifier
- Figure 8: Total demand for wavelength management products, 2008 and 2014 (estimated)
- Figure 9: The relative strength of optical amplifier suppliers
- Figure 10: Low-cost strategies of optical amplifier manufacturers
- Figure 11: Erbium doped fiber amplifier suppliers and some of their other products
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