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FORECASTS AND STRATEGIES TO 2007

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REPORT NO. W78161750180 360+ PAGES 100+ TABLES AND FIGURES 2002

OPTICAL COMPONENTS

FORECASTS AND STRATEGIES TO 2007

WinterGreen Research, Inc.

Lexington, Massachusetts

www.wintergreenresearch.coM

Optical Components

Markets Position To Participate In High Growth

Market Strategies and Market Forecasts To 2007

Communications equipment suppliers rely upon fiber optic component manufacturers to quickly design, manufacture and supply advanced optical components. Communications optical component suppliers strive to reduce the overall cost, size, amount and manufacturing complexity of equipment used to build optical networks.

The number of components that they must utilize to improve system performance has substantially increased due to the growing complexity of optical network systems. Component manufacturers need to integrate more optical components into single compact modules.

These integrated modules may often provide higher performance and functionality than individual products that are linked together; however, integration often adds more design complexity giving the market leaders with advanced technology support strategic advantage in the market.

Rapid technological advances coupled with high demand for the most advanced optical components and integrated optical modules has reduced product lifecycles and shortened the time for deployment within networks. Optical component manufacturers are increasingly required to achieve a significant ramp-up in manufacturing capacity and reduce time-to-market for new component design in order to meet the demand of equipment suppliers. At the same time, manufacturers confront the reality that markets have evaporated for the time being due to a severe contraction of the telecommunications equipment markets.

Market driving forces relate to the need for broadband, the use of the Internet to implement supply chain economies of scale, the ability to put together a network at less cost, and the increased capacity for communication systems provided by optical components.

Internet protocol architecture is significantly more efficient than circuit switched architecture. Circuit switches provide an end-to-end connection for voice traffic. This type of network architecture is very inefficient, tying up a line during the silences and pauses of a voice conversation.

Packet switching based on IP architecture utilizes fixed length packets that can be crammed into the same line. Because communication is packetized at the near end of the connection and the communication is depacketedized at the far end of the conversation packet transmission can be very dense. Data transmission in packets supports many different communications on the same path simultaneously.

Companies Profiled

Agere

Agilent Technologies

Agility Communications

AirFiber

Alcatel

Avanex

Bandwidth9

Blue Sky Research

Chorum Technologies

Coherent

Corning

DBM Optics

EXFO Electro-Optical Engineering / Avantas

FiberSpace

Fujitsu Network Communications

GSI Lumonics

Inara Networks

Iolon

Intel

JDS Uniphase

Luminous Networks

Multiplex

Lightwave Microsystems

New Focus

NEC

Nortel Networks

Oplink Communications

Royal Philips Electronics

Photronix

Princeton Optronics

SpectraSensors

Sumitomo Electric Industries

TeraConnect

TeraXion

Tunable Photonics

REPORT METHODOLOGY

This is the one hundred and second report in a series of market research reports that provide forecasts in communications, telecommunications, the Internet, computer, software, and telephone equipment. 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 databases. 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 participation in the segment. Market share analysis includes conversations with key customers of products, industry segment leaders, marketing directors, distributors, leading market participants, 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 opinion leaders in the market segment.

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Table of Contents

OPTICAL COMPONENT EXECUTIVE SUMMARY

Integration Of Active And Passive Optical Discrete Component ES-1

Need For Optical Component Quality And Reliability ES-2

Optical Component Market Shares ES-2

Summary Optical Component Forecasts ES-6

Optical Component Market Factors ES-7

Optical Component Market Driving Forces ES-10

Optical Component Market Segments / Market Forecasts ES-12

1. OPTICAL COMMUNICATION COMPONENT MARKET DESCRIPTION

1.1 Industry Description 1-1

1.2 Optical Networking Industry 1-3

1.3 Optical Networking Success Factors 1-4

1.4 Companies That Purchase Optical Components 1-6

1.5 Products As Basic Building Blocks 1-8

1.5.1 Active Components 1-8

1.5.2 Passive Components 1-9

1.5.3 Sumitomo Semi-Custom-Order Business Model 1-9

1.5.4 Components And Modules As Building Blocks 1-11

1.5.5 Optical Networks 1-12

1.5.6 Product Categories 1-12

1.6 DWDM Systems 1-13

1.6.1 DWDM Architecture 1-14

1.6.2 Modular Fiber Optic Components 1-14

1.6.3 Long-Distance Optical Transport Components 1-17

1.7 Technology For Transition 1-17

1.7.1 Integrated Optics 1-18

1.8 Evaluation Units 1-19

1.9 Next-Generation Optical Network Infrastructure 1-19

2. OPTICAL COMPONENT MARKET OPPORTUNITY ANALYSIS AND MARKET FORECASTS

2.1 Solution Of The Optical Network 2-1

2.1.1 Need For Optical Component Quality And Reliability 2-3

2.2 Key Elements Of Optical Component Business Strategy 2-4

2.3 Optical Market Overview 2-6

2.3.1 Bandwidth Management 2-8

2.3.2 Wavelength Monitoring 2-8

2.4 Market Demand 2-8

2.5 Optical Component Competitive Positioning 2-12

2.6 Optical Component Market Shares 2-13

2.7 Summary Optical Component Forecasts 2-17

2.7.1 Optical Component Market Factors 2-18

2.7.2 Optical Component Market Driving Forces 2-21

2.7.3 Optical Component Market Segments / Market Forecasts 2-23

2.7.4 Optical Component Segment Market 2-25

2.7.5 Optical Amplification 2-26

2.7.6 Segmentation Of Optical Amplifier Communications Network 2-29

2.7.7 Optical Amplifier Market Forecasts 2-32

2.7.8 Dispersion Compensation Market Shares 2-34

2.7.9 Dispersion Compensation Market Forecasts 2-36

2.7.10 Transmitter / Receiver Optical Component Market Shares 2-37

2.7.11 Transmitter And Receiver Market Forecasts 2-38

2.7.12 Dense Wavelength Division Multiplexing (DWDM) 2-39

2.7.13 Dense Wavelength Division Multiplexing Capacity 2-41

2.7.14 Landline DWDM Components Market Shares 2-41

2.7.15 Landline DWDM Components Market Forecasts 2-43

2.7.16 Metro Optical Networks 2-47

2.7.17 DWDM Submarine Optical Component Market Shares 2-53

2.7.18 DWDM Submarine Optical Component Market Forecasts 2-55

2.7.19 Fiber Bragg Gratings 2-56

2.8 Tunable Laser Market Analysis 2-63

2.8.1 Tunable Laser Demand 2-65

2.8.2 Tunable Laser Market Growth Factors 2-65

2.8.3 Tunable Laser Market Shares 2-68

2.9 Tunable Lasers Market Forecasts 2-72

2.10 Widely Tunable Laser Markets 2-77

2.11 Long Haul Tunable Laser Markets 2-79

2.12 Core Metro Tunable Laser Markets 2-81

2.13 Photonic Integrated Circuit (PIC) Market Forecast 2-83

2.14 Increase In Bandwidth Demand 2-85

2.14.1 Optical Switching 2-85

2.14.2 Changing Internet Traffic Patterns 2-86

2.14.3 Data Traffic 2-89

2.15 Optical Component Testers 2-91

2.16 Company Participation in Optical Component Market Segments 2-91

3. OPTICAL COMMUNICATION COMPONENT PRODUCT DESCRIPTION

3.1 New Optical Component Products 3-1

3.2 Active And Passive Optical Component Products 3-2

3.2.1 Planar Technology 3-3

3.2.2 Alcatel Planar Devices 3-4

3.2.3 Modules 3-5

3.2.4 Alcatel Discrete Modules, High Speed Devices 3-5

3.2.5 Add-Drop Multiplexer Modules 3-6

3.2.6 Pump Laser Chips, Pump Laser Modules, Transmission Lasers,

And Receivers 3-7

3.3 Optical Amplifiers 3-8

3.3.1 Amplifier Modules 3-9

3.3.2 Corning Erbium-Doped Fiber for Optical Amplifiers 3-9

3.3.3 Corning Optical Amplifiers 3-9

3.3.4 Raman Amplifiers 3-10

3.3.5 Corning Optical Amplifier Applications 3-11

3.3.6 Key Parameters of Corning Optical Amplifiers 3-12

3.3.7 Corning / Samsung Electronics Erbium-Doped Fiber Amplifier

(EDFA) Module 3-14

3.3.8 Agere Optical Amplifier Platform 3-15

3.3.9 JDSU / SDL Raman Chips And Amplifiers 3-19

3.3.10 JDS Uniphase High-Power, 14xx Raman Pump Module 3-20

3.3.11 Raman Pump Units 3-21

3.3.12 JDS Uniphase Module-Level Solutions 3-21

3.3.13 JDS Uniphase Uncooled MicroAmp Optical Amplifier 3-22

3.3.14 Alcatel Offers A D-WDM, Add Drop MUX Erbium-Doped Fiber

Amplifier 3-23

3.3.15 Oplink Communications Amplifier Components For EDFA

And Raman 3-24

3.4 Transmitters / Receivers 3-25

3.4.1 JDS Uniphase Transmission 3-25

3.4.2 Optical Photodetectors And Receivers 3-26

3.4.3 Alcatel 1912 DMO 2.5 Gbps Receiver Module 3-26

3.5 DWDM Discrete Modules 3-28

3.5.1 Couplers, Filters, Isolators, And Circulators 3-29

3.5.2 Optical Slicer Filter 3-29

3.5.3 DWDM Couplers 3-30

3.5.4 Dense Wavelength Division Multiplexers 3-31

3.5.5 JDS Uniphase Source Lasers 3-32

3.5.6 JDS Uniphase CW / DML Source Lasers For L-Band 3-33

3.5.7 Alcatel Laser Module Controlled Emitted Wavelength 3-34

3.6 DWDM Submarine 3-34

3.6.1 Alcatel Optical Submarine Components 3-35

3.7 Optical Component Categories 3-36

3.7.1 Modulators 3-36

3.7.2 Thin-Film Filters 3-37

3.8 Company Offerings 3-37

3.8.1 JDS Uniphase Uncooled 980 Nm Pump Modules 3-37

3.8.2 Corning Pump Lasers 3-38

3.8.3 JDSU/SDL Pump Lasers Chips, Pump Laser Modules 3-38

3.8.4 Agere 263-Type 0.98 Mm Pump Laser Modules 3-39

3.8.5 Alcatel 1948 Pump Laser Module 3-41

3.8.6 JDS Uniphase Laser Diode 3-41

3.8.7 Tunable Filters 3-42

3.8.8 JDS Uniphase Tunable Filters 3-42

3.8.9 Oplink Communications Thin Film Filter / Fiber Bragg Grating 3-43

3.8.10 JDSU/OCLI Thin Film Filters and Switches 3-43

3.8.11 Ciena Thin-Film Dielectric Optical Filters 3-44

3.8.12 Ciena Thin-Film Optical Filters 3-45

3.8.13 JDSU Fiber Bragg Grating Filters 3-45

3.8.14 JDSU/OCLI Thin Film Filters And Switches 3-45

3.8.15 JDSU Couplers, Filters, Isolators And Circulators 3-46

3.8.16 Chorum Optical Slicer Filters 3-47

3.8.17 Chorum Optical Networking Products 3-47

3.8.18 Chorum Optical Processors 3-48

3.8.19 Chorum Optical Switches 3-49

3.8.20 Alcatel Low Speed Coaxial Devices 3-50

3.8.21 Chorum DWDM Routers 3-52

3.8.22 Corning Liquid Crystal Switch Devices 3-52

3.8.23 Switches And Attenuators 3-53

3.8.24 JDSU Switches And Attenuators 3-53

3.8.25 Corning Willow Systems Optical Switch Modules 3-54

3.8.26 Oplink Communications Switch 3-55

3.8.27 Corning Wavelength Selective Switch 3-55

3.8.28 JDSU / Cronos Microrelays, Variable Optical Attenuators,

And Active Fiber Aligners 3-56

3.8.29 JDSU/SIFAM Miniature Couplers 3-57

3.8.30 Isolator And Circulator Products 3-58

3.8.31 JDSU Isolator Products 3-58

3.8.32 JDSU/Cronos Microrelays, Variable Optical Attenuators,

And Active Fiber Aligners 3-58

3.8.33 Advanced Fused Fiber Couplers 3-59

3.8.34 Wavelength Lockers 3-61

3.8.35 Alcatel Optronics Wavelength Monitoring 3-61

3.8.36 Transponder Modules 3-61

3.8.37 JDS Uniphase Transponder 3-62

3.8.38 Transceivers 3-63

3.8.39 Frequency Control Products 3-63

3.8.40 Corning Frequency Control 3-64

3.8.41 Semi-Custom Opto-Electronics Packages 3-64

3.8.42 Sumitomo Tiny Bits 3-65

3.8.43 Sumitomo Electric Transceivers 3-66

3.9 Optical Performance Monitoring 3-68

3.9.1 JDS Uniphase Optical Performance Monitoring 3-68

4. OPTICAL COMPONENT TECHNOLOGY

4.1 Optical Component Technology 4-1

4.2 Next-Generation Components 4-1

4.3 Leveraging Inherent Capacity Of Optical Fiber To Transmit Data 4-2

4.4 Constraints Of Hybrid Optical And Electrical Devices 4-3

4.5 Optical Networking Systems 4-4

4.6 Key Technologies 4-5

4.7 Polarization Processing 4-6

4.8 Optics Packaging 4-7

4.9 Source Lasers 4-7

4.10 Integrating Switching, DWDM, And Other Transport 4-8

4.11 Port Switch Fabric 4-9

4.12 Internet Protocol (IP) Over The Optical Layer 4-10

4.13 Next Generation Materials 4-11

4.14 High Volume Optics Manufacturing 4-13

4.15 Narrowly Tunable Lasers 4-13

4.16 Widely Tunable Lasers 4-15

4.17 Sparing 4-16

4.18 Tuning To A Hundred Channels 4-16

4.19 Variable Optical Attenuator 4-17

4.20 Photons Versus Electrons 4-21

4.21 Tunable Laser Increased Channel Count 4-23

4.22 Hornet Project 4-23

4.23 System Concept 4-24

4.24 MEMS 4-24

4.25 VCSEL 4-26

4.26 Optics As An Aggregation Technique Between Core Routers 4-28

4.27 Indium Phosphide 4-29

4.28 Optical Photodetectors And Receivers 4-30

4.29 Pump Lasers 4-30

4.30 Modulators 4-31

4.31 Remote Network Management 4-31

4.31.1 Ciena Remote Network Management 4-31

5. OPTICAL COMPONENT COMPANY PROFILES

5.1 Optical Component Company Significant Acquisitions 5-1

5.2 Optical Component Market Participants 5-2

5.3 Agere Systems 5-3

5.3.1 Agere Integration Capabilities 5-4

5.3.2 Agere Research And Development 5-4

5.3.3 Agere Acquisitions 5-5

5.3.4 Lucent Microelectronic Division 5-7

5.4 Agilent Technologies 5-7

5.4.1 Semiconductor Products 5-9

5.4.2 Agilent Strategy 5-10

5.4.3 Fiber Optic Products 5-10

5.4.4 Agilent Customers 5-10

5.4.5 Sale Of Healthcare Solutions Business 5-11

5.4.6 Agilent Revenue 5-12

5.5 Agility Communications 5-12

5.6 AirFiber 5-15

5.7 Alcatel 5-15

5.7.1 Alcatel Restructuring 5-15

5.7.2 Alcatel Revenue 5-17

5.7.3 Alcatel 4th Quarter and Full Year 2000 Revenue 5-18

5.7.4 Alcatel Optronics Revenue 5-20

5.7.5 Alcatel Market Outlook 5-21

5.7.6 Carrier Networking 5-22

5.7.7 Alcatel Optronics 5-22

5.7.8 Space & Components 5-23

5.7.9 Optical Subsystem Production 5-23

5.8 Avanex 5-24

5.8.1 Avanex Revenue 5-25

5.9 Bandwidth9 5-26

5.10 Blue Sky Research 5-27

5.11 Chorum Technologies 5-28

5.11.1 Chorum Technologies Polarization Of Optical Signals 5-29

5.11.2 Chorum Technologies Integrated Subsystems 5-30

5.11.3 Chorum Technologies Revenue 5-31

5.11.4 Chorum Technologies Polar Wave Family Of Products 5-32

5.11.5 Chorum Opportunity 5-33

5.11.6 Chorum Solution 5-33

5.11.7 Manufacturability 5-35

5.11.8 Integrated Modules And Subsystems 5-36

5.11.9 Chorum Strategy 5-36

5.12 Coherent 5-37

5.12.1 Coherent Organization 5-38

5.12.2 Coherent Revenue 5-38

5.12.3 Coherent Acquisitions 5-39

5.12.4 Lambda Physik Acquisitions 5-40

5.12.5 Lambda Physik 5-40

5.13 Corning 5-41

5.13.1 Corning Acquisitions / Rochester Photonics Corporation 5-44

5.13.2 Strategic Business Combinations 5-44

5.14 DBM Optics 5-45

5.15 EXFO Electro-Optical Engineering / Avantas 5-46

5.16 FiberSpace 5-47

5.17 Fujitsu Network Communications 5-48

5.17.1 Fujitsu Product Positioning 5-49

5.18 GSI Lumonics 5-50

5.19 Inara Networks 5-50

5.20 Iolon 5-52

5.21 Intel 5-53

5.22 JDS Uniphase 5-55

5.22.1 Products 5-55

5.22.2 Components 5-59

5.22.3 Source Lasers 5-59

5.22.4 Modulators 5-59

5.22.5 Pump Lasers 5-60

5.22.6 Optical Photodetectors And Receivers 5-60

5.22.7 Couplers, Filters, Isolators And Circulators 5-61

5.22.8 Switches And Attenuators 5-61

5.22.9 Fixed And Variable Attenuators And Switches 5-62

5.22.10 Fiber Bragg Gratings 5-62

5.22.11 Wavelength Lockers 5-63

5.22.12 Modules 5-63

5.22.13 Amplifiers 5-63

5.22.14 Add-Drop Multiplexers 5-64

5.22.15 Transmitters 5-64

5.22.16 Transceivers 5-64

5.22.17 Strategy 5-64

5.22.18 OEM Customers 5-66

5.22.19 JDS Uniphase / SDL 5-67

5.22.20 International 5-69

5.22.21 OPA 5-70

5.22.22 Iridian Spectral Technologies Limited 5-70

5.22.23 Epion Corporation 5-70

5.22.24 E-TEK Dynamics, Inc. 5-70

5.22.25 JDS Uniphase Global Realignment Program 5-71

5.22.26 Re-evaluating $56.2 Billion Of Goodwill 5-72

5.22.27 Acquisitions 5-72

5.22.28 SDL 5-72

5.22.29 OPA 5-73

5.22.30 Epion Corporation 5-73

5.23 Luminous Networks 5-74

5.24 Multiplex 5-75

5.25 Lightwave Microsystems 5-75

5.26 New Focus 5-75

5.27 NEC 5-78

5.28 Nortel Networks 5-79

5.28.1 Nortel Revenue 5-80

5.28.2 Nortel Key Areas Of Focus 5-83

5.28.3 Nortel Reorganization 5-84

5.28.4 Optical Internet With Nortel Networks Optical Network

Solutions 5-84

5.28.5 Nortel Networks Customers 5-85

5.28.6 Nortel Networks Open Optical Dense-Wavelength Division

Multiplexing System 5-87

5.28.7 IP-Ready Open Optical Interfaces 5-88

5.28.8 Nortel Networks Optical Packet Network Solution 5-89

5.28.9 IP Data Services 5-90

5.28.10 Nortel / Alteon 5-91

5.28.11 Sonet / SDH 5-92

5.28.12 Optical IP Network Backbones 5-93

5.28.13 Acquisitions 5-93

5.28.14 Focus On Solutions 5-93

5.29 Oplink Communications 5-94

5.29.1 Oplink Communications Revenues 5-95

5.29.2 Oplink Communications Acquisitions / Aurora Photonics 5-97

5.29.3 Noncollinear Acousto-Optical Tunable Filter 5-98

5.29.4 Oplink Communications Customers 5-98

5.29.5 Oplink Communications Array Of Products 5-98

5.29.6 Optical Switching Wavelength Monitoring / Protection

Modules 5-100

5.29.7 Dense Wavelength Division Multiplexers 5-100

5.29.8 Amplifier Components For EDFA And Raman 5-101

5.29.9 Fused Fiber Optic Products 5-101

5.29.10 Ultra Hi-Rel Undersea Components 5-102

5.29.11 Amplifier Components OEM / ODM Module Capability 5-102

5.29.12 Oplink Communications Bandwidth Creation 5-105

5.30 Royal Philips Electronics 5-106

5.31 Photronix 5-107

5.32 Princeton Optronics 5-107

5.33 SpectraSensors 5-108

5.34 Sumitomo Electric Industries 5-108

5.34.1 Internet Ordering Of Custom-Made Opto-Electronic Packages 5-109

5.34.2 Sumitomo Electric Suite Of Transceivers 5-111

5.35 TeraConnect 5-113

5.36 TeraXion 5-114

5.37 Tunable Photonics 5-115

List of Tables and Figures

Figure ES-1 ES-3

Optical Component Shipments by Company, 2000

Figure ES-2 ES-4

Optical Component Shipments by Company, 2000, First Three Quarters

Table ES-3 ES-5

Optical Component Market Shares, Dollars, 2000 and First Three Quarters of 2001

Table ES-4 ES-8

Optical Component Market Trends

Table ES-5 ES-9

Optical Component Market Issues

Table ES-6 ES-11

Optical Component Market Driving Forces

Figure ES-7 ES-12

Global Optical Component Market Forecasts, Dollars, 2000-2006

Table ES-8 ES-13

Optical Component Shipment Forecasts by Segment, 2002-2007

Table 1-1 1-2

Public Telecommunications Network Market Driving Forces

Table 1-2 1-3

Fiber Optic Network Characteristics

Table 1-3 1-4

Optical Networking Success Factors

Table 1-4 1-6

Telecommunications And Cable Television Equipment Providers

Table 1-5 1-7

Emerging Telecommunications System Providers

Table 1-6 1-16

Fiber Optic Component Market Driving Forces

Table 2-1 2-2

Optical Networking System Market Segments

Table 2-2 2-4

Key Elements Of Optical Component Vendor Business Strategy

Table 2-3 2-9

Significant Acquisitions Among Optical Component Companies

Figure 2-4 2-14

Optical Component Shipments by Company, 2000

Figure 2-5 2-15

Optical Component Shipments by Company, First Three Quarters 2001

Table 2-6 2-16

Optical Component Market Shares

Table 2-7 2-19

Optical Component Market Trends

Table 2-8 2-20

Optical Component Market Issues

Table 2-9 2-22

Optical Component Market Driving Forces

Figure 2-10 2-23

Global Optical Component Market Forecasts, Dollars, 2000-2006

Table 2-11 2-24

Optical Component Shipment Forecast by Segment, 2002-2007

Figure 2-12 2-25

Optical Component Shipments by Segment, Dollars, 2000

Table 2-13 2-26

Optical Component Shipments by Segment, Dollars, 2000

Figure 2-14 2-27

Global Optical Amplifiers Market Shares, 2000

Table 2-15 2-28

Optical Amplifier Market Shares, Dollars, 2000

Table 2-16 2-29

Segments Of The Network

Figure 2-17 2-30

Global Optical Amplifiers Market Segments, 2000

Figure 2-18 2-31

Global Optical Amplifier Market Segments, 2006

Table 2-19 2-32

Optical Amplifier Shipment Forecast By Segment, Long Haul, Metro,

Metro Edge / LAN, Dollars, 2002-2007

Figure 2-20 2-33

Global Optical Amplifier Market Forecasts, Dollars, 2000-2006

Figure 2-21 2-35

Global Dispersion Compension Market Shares, 2000

Table 2-22 2-35

Dispersion Component Market Shares, Dollars, 2000

Figure 2-23 2-36

Global Dispersion Component Market Forecasts, Dollars, 2000-2006

Figure 2-24 2-37

Transmitter / Receiver Optical Component Market Shares, 2000

Table 2-25 2-38

Transmitter / Receiver Optical Components Market Shares, Dollars, 2000

Figure 2-26 2-39

Global Transmission / Receiver Forecasts, Dollars, 2000-2006

Figure 2-27 2-42

Global DWDM Landline Optical Component Market Shares, 2000

Table 2-28 2-43

DWDM Landline Discrete Module Optical Component Market Shares,

Dollars, 2000

Figure 2-29 2-44

Global DWDM Landline Optical Component Market Forecast, 2000-2006

Table 2-30 2-44

Business Uses of the Internet Driving Broadband Markets

Table 2-31 2-46

Consumer Uses Of The Internet Driving Broadband Markets

Table 2-32 2-47

DWDM Landline Optical Component Shipment Forecast By Segment,

Long Haul, Metro, Metro Edge / LAN, Dollars, 2002-2007

Figure 2-33 2-50

DWDM Segment Revenue, 2001

Figure 2-34 2-51

DWDM Optical Component Segment Revenue, 2000

Figure 2-35 2-52

DWDM Optical Component Segment Revenue, 2006

Figure 2-36 2-53

DWDM Segment Revenue, 2006

Figure 2-37 2-54

Global Submarine DWDM Market Shares, 2000

Table 2-38 2-54

DWDM Submarine Pump Optical Component Mux / DeMux Market Shares,

Dollars, 2000

Figure 2-39 2-56

Global DWDM Submarine Optical Component Market Forecasts,

Dollars, 2000-2006

Table 2-40 2-57

Applications For Fiber Bragg Gratings

Figure 2-41 2-58

Global Fiber Bragg Market Shares, 2000

Table 2-42 2-58

Passive Fiber Bragg Gratings Market Shares, Dollars, 2000

Figure 2-43 2-59

Global Fiber Bragg Market Forecasts, Dollars, 2001-2006

Table 2-44 2-60

Benefits Of Fiber Bragg Gratings

Figure 2-45 2-62

Global Fiber Bragg Subsystem Market Shares, 2000

Table 2-46 2-62

Fiber Bragg Grating Subsystems, Market Shares, Dollars, 2000

Table 2-47 2-64

Reasons Tunable Lasers Replace Fixed Wavelength Lasers

Table 2-48 2-66

Tunable Laser Competitive Advantage Market Factors

Table 2-49 2-67

Tunable Laser Market Growth Factors

Figure 2-50 2-69

Tunable Laser Market Shares, 2001

Table 2-51 2-70

Tunable Laser Market Shares, 2001

Figure 2-52 2-73

Tunable Laser Market Forecasts, 2000-2006

Table 2-53 2-74

Total Tunable Laser Market Forecasts, 2001-2007

Figure 2-54 2-76

Worldwide Narrowly Tunable Total Market Forecasts, 2001-2007

Table 2-55 2-77

Narrowly Tunable Laser Market Forecasts, 2001-2007

Figure 2-56 2-78

Worldwide Widely Tunable Laser Market Forecasts, 2001-2007

Table 2-57 2-79

Widely Tunable Laser Market Forecasts, 2001-2007

Figure 2-58 2-80

Worldwide Long Haul Tunable Laser Market Forecasts, 2001-2007

Table 2-59 2-80

Long Haul Tunable Laser Market Forecasts, 2001-2007

Figure 2-60 2-81

Worldwide Metro Core Tunable Laser Market Forecasts, 2001-2007

Table 2-61 2-82

Metro Core Tunable Laser Market Forecasts, 2001-2007

Figure 2-62 2-84

PICs Market Forecasts, 2000-2006

Table 2-63 2-85

PIC Market Forecasts, 2000-2006

Figure 2-64 2-87

Internet Traffic Market Forecasts, 2000-2006

Table 2-65 2-88

Internet Traffic Growth, 2000-2006

Table 2-66 2-90

Systems Used To Achieve Fiber Optic Scalability

Figure 2-67 2-92

JDS Uniphase Segment Revenue, 2000

Figure 2-68 2-93

Agere Optical Component Segment Revenue, 2000

Figure 2-69 2-94

Corning Optical Component Segment Revenue, 2000

Figure 2-70 2-95

Alcatel Optical Component Segment Revenue, 2000

Figure 2-71 2-96

NEC Optical Component Segment Revenue, 2000

Table 3-1 3-1

New Optical Component Products

Table 3-2 3-5

Alcatel Discrete Modules, High Speed Devices

Table 3-3 3-8

Optical Amplifier Applications

Table 3-4 3-10

Corning Optical Amplifier Products

Table 3-5 3-12

Key Parameters Corning Customers Consider Relating To Optical

Amplifiers

Table 3-6 3-15

Agere Optical Amplifier Platform Applications

Table 3-7 3-16

Features Of Agere’s 1724-Type Erbium-Doped Fiber Amplifier

Table 3-8 3-18

EDFA Optical Amplifier Architecture Standard Features

Table 3-9 3-19

Optical Architecture Alarms

Table 3-10 3-23

Alcatel Optical Amplifier Features

Table 3-11 3-27

Key Features Alcatel 1912 DMO 2.5 Gbps Receiver Module

Table 3-12 3-27

Key Benefits Alcatel 1912 DMO 2.5 Gbps Receiver Module

Table 3-13 3-40

Features of Agere’s Pump Laser

Table 3-14 3-59

Oplink Communications Fused Fiber Optic Couplers

Table 3-15 3-60

Oplink Communications Fused Fiber Optic Components

Table 4-1 4-5

Key Optical Network Technologies

Table 4-2 4-18

Selected Optical Add / Drop Parameters for Tunable Lasers

Table 4-3 4-19

Selected Switching Tunable Laser Parameters

Table 4-4 4-19

Selected Metropolitan Tunable Laser Parameters

Table 4-5 4-20

Selected Long Haul Tunable Laser Parameters

Table 4-6 4-20

Selected Ultra Long Haul Tunable Laser Parameters

Table 4-7 4-33

Ciena's LightWorks Toolkit Components

Table 5-1 5-1

Selected Optical Component Company Significant Acquisitions

Table 5-2 5-2

Optical Component Competition

Table 5-3 5-8

Agilent Technologies Primary Businesses

Table 5-4 5-11

Agilent Customers by Market Segment

Table 5-5 5-13

Agility Tunable Laser Solutions Positioning

Table 5-6 5-14

Agility Integration Of Optical Components

Table 5-7 5-32

PolarWave Family Of Products

Table 5-8 5-45

Corning Strategic Business Combinations

Table 5-9 5-54

Intel Photonic Acquisitions And Photonic Product Lines

Table 5-10 5-56

JDS Uniphase Transceivers/Transponders And Other Products

Table 5-11 5-58

JDS Uniphase DWDM, Switching And Thin Film Filter Products

Table 5-12 5-65

Key Elements Of JDS Uniphase Business Strategy

Table 5-13 5-66

JDS Uniphase OEM Customers For Telecommunications Components

Table 5-14 5-76

New Focus High-Power Tunable Laser Functions

Table 5-15 5-77

Selected Applications For Tunable Lasers

Table 5-16 5-83

Nortel Key Areas Of Focus

Table 5-17 5-85

Nortel Networks Acquisitions

Table 5-18 5-85

Nortel Networks Customers

Table 5-19 5-103

Micro-Optic Wavelength Division Multiplexers

Table 5-20 5-115

TeraXion Positioning

about the company

WinterGreen Research, founded in 1985, provides strategic market assessments in telecommunications, communications equipment, health care, and advanced computer technology. Industry reports focus on opportunities that will 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.

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 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 is the author of recent studies of the Regional Bell Operating Companies' marketing strategies, Internet equipment, a study of Internet Equipment, Worldwide Telecommunications Equipment, Top Ten Telecommunications, Digital Loop Carrier, Web Hosting, and Application Integration markets. Ms. Eustis is a graduate of Barnard College.

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