Silicon photonics has reached its tipping point

Silicon photonics is still a small market today, with sales at die level estimated to be US$30 million in 2016. However, it has big promise, with a 2025 market value of US$560 million at chip level and almost US$4 billion at transceiver level.

illus_si_photonics_applications_range_yole_jan2018

According to Yole Développement (Yole), silicon photonics technology will grow from a few percent of total optical transceiver market value in 2016 to 35% of the market in 2025, mostly for intra-data center communication. The market research & strategy consulting company explains: the strongest demand is for 400G. In parallel, 200G could be only an intermediate step between 100G and 400G. “The next evolution is to develop a 400G optical port over a single fiber across 500m at less than $1 per gigabit and with power <5mW/Gb”, explains Dr. Eric Mounier, Senior Technology & Market Analyst at Yole. One terabit per second rates should follow. Although the wafer area this accounts for will be a minute part of the worldwide SOI market, it will represent significant value because of the SOI wafer high price.

Yole releases this month, the technology & market report titled “Silicon Photonics”. Dr Eric Mounier from Yole and Jean-Louis Malinge, former CEO of Kotura, now at ARCH Venture Partners combined their expertise to perform a comprehensive analysis of the silicon photonics industry. Both experts propose today the status of the market: it is a comprehensive overview of the Silicon photonics industry including technology roadmap, market trends and related figures, competitive landscape and more. The 2018 report gives a detailed description of the supply chain, with player status. It also provides updated market share numbers for the players. In this new study, Yole’s analysts reveal the current status and future challenges for data centers. They also explain why silicon photonics is the answer to future DC needs and other possible applications…

Silicon photonics technology has clearly reached its tipping point, with transceivers shipping in volume, announces the consulting company. Market evolution, competitive landscape, technology innovation, business opportunities: discover today what has been changed within the latest two years.

“We believe we are only at the very beginning as there is massive ongoing development worldwide for further integration”, asserts Dr. Mounier. And he adds: “The recent involvement of large integrated circuit foundries, such as TSMC’s relationship with Luxtera, and GlobalFoundries with Ayar Labs, are very encouraging signs showing the big promise for silicon photonics.”

The “Zero-Change” processes currently in development, manufacturing optical components without making any changes to a CMOS process, are targeting future inter-chip optical interconnects that could represent huge market volumes. Silicon photonics is at the maturity level of the electronics industry in the 1980s and there are still challenges to overcome. For all these challenges, technical breakthroughs will be necessary and are detailed in Yole’s silicon photonics roadmap:

•  Laser source integration: lasers are still in competition with VCSELs for low distance and developments of Si-based lasers are no longer progressing. Quantum dot lasers could be a solution in long term as they are less temperature sensitive.
•  Modulators: smaller size modulators are required and silicon photonics offers modulator integration advantage.
•  Assembly and testing: more advancements in lower cost packaging and wafer level testing are needed.
•  Design and software: specific software are required for photonics with pre-defined models.
•  Supply chain maturation similar to the semiconductor supply chain.
•  New manufacturing solutions: for example, a new trend is to have a zero-change approach on CMOS lines.
•  Higher distance transmission.

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