This report provides an in-depth analysis of the impact of silicon photonics (SiP) on the market for optical transceivers and related components in 2018-2022. It also presents a forecast for shipments and sales of discrete and integrated products based on InP, GaAs, SiP, LiNbO3 as well as new thin film materials (TFLN, BTO and polymers) for 2023–2028. The forecast is segmented by main applications, including Ethernet, WDM, Wireless Fronthaul/Backhaul, Fibre Channel, FTTx, Active Optical Cables (AOCs), Linear Drive Pluggables (LPO) and Co-Packaged Optics (CPO). Products are sorted by data rate, reach, and form factor into more than 150 categories. The report also discusses the supply chain for SiP products, including profiles of the leading foundries.
Adoption of LPO/CPO is discussed in detail, including use cases in datacenters, AI Clusters and HPCs.
Vladimir Kozlov is the founder and CEO of LIGHTCOUNTING, an optical communications market research company.
LightCounting was established in 2004 with an objective of providing in-depth coverage of market and technologies for high speed optoelectronic interfaces employed in communications. By now, the company employs a team of industry experts and offers comprehensive coverage of optical communications supply chain.
Dr. Kozlov has more than 20 years of experience in optoelectronics, optical communications and market research. Dr. Kozlov held market analyst, product development and research staff positions at RHK Inc., Lucent Technologies and Princeton University.
Dr. Kozlov holds several US patents and has numerous publications in the area of optoelectronics. He received M. Sc. at Moscow State University in Russia and Ph. D in Physics at Brown University in the United States.