Pieces of presentation in Belgium. Info to complement Walters message
My conclusion: we are close. We have a winning technology, our development and market focus is correct, we are getting world class engineers aboard and we have a world class photonics enegineering leadership ( Lebby, Leonberger).
Here the market side.
Market information on Photonics: Important message PIC technology based on 100 GE to reach $4.5 B in 2025, 400 GE to reach 0,9B by 2025.
1. Photonic components market $23B in 2017
. forecast to grow to 53 B by 2025
. includes discrete and PIC components
2. WAN, access, and data photonics components to reach $15B, $2.8B, $5.3B
in 2017
. WAN forecast $37B by 2025 with 24% CAGR (20-25)
. Data forecast $12.1B by 2025 or 22% CAGR (20-25)
3. PIC based technologies expected $5.7B in 2017
. Forecast $36B by 2025 or 14% CAGR (20-25)
. PIC includes InP, GaAs, other
. Sip, Polymer to reach 68% by 2025
4. Photonic transceivers 13.3 B in 2017
. WAn client side TxRx to 15.2 B in 2025, 14% CAGR (20-25)
. Strong growth in DWDM and Ethernet datacom TxRx
5. PIC transceiver forecast
. PIC based TxRx to reach $ 3.8B in 2017
. PIC based technologies to lead by 2020
. PIC transceiver driven by WAN client,Ehernet and DWDM markets
driven by high performance 100 Gbps and 400 Gpbs based TxRx
technologies
6. PIC enabling Ethernet Tx Rx by 2025 : 100 Gbps $ 4,5 B
400 Gbps $ 0,9 B
Lebby showed a slide with an overview of ( competitive) technologies available to everyone, to some and showed what was not available and what was unique to polymer photonics. From this it transpires that LWLG will have the capability to get to a 400 Gbps lower cost modulator engine. Cost scalable to DC metrics( 1$/Gbps), long term reliability, non hermetic packaging for 400 Gbps, possibility to integrate modulator onto silicon or InP platform for Mux/Demuxand spot seize converters.
