Tunable Lasers Market Strategies and Forecasts 2002-2007

2.4 Tunable Laser Market Shares..............................................................2-6 2.5 Tunable Lasers Market Forecasts......................................................2-10 2.6 Narrowly Tunable Laser Markets......................................................2-13 2.7 Widely Tunable Laser Markets..........................................................2-15 2.8 Long Haul Tunable Laser Markets....................................................2-17 2.9 Core Metro Tunable Laser Markets..................................................2-19 2.10 DWDM Optical Components..............................................................2-21 2.11 Photonic Integrated Circuit (PIC) Market Forecast........................2-23 2.12 Changing Internet Traffic Patterns...................................................2-25 Tunable Lasers Table of Contents and List of Tables and Figures COPYRIGHT 2002, WINTERGREEN RESEARCH, INC. TOC-3 www.wintergreenresearch.com Telephone 781-863-5078 Email: info@wintergreenresearch.com Lexington, Massachusetts 2.13 Dense Wavelength Division Multiplexing (DWDM).........................2-29 2.14 DWDM Components...........................................................................2-30 2.15 Transmitter/Receiver Optical Components......................................2-31 2.16 Dense Wavelength Division Multiplexing (DWDM) Market Segments..................................................................................2-32 2.17 DWDM Market Shares........................................................................2-33 2.18 DWDM Market Forecasts...................................................................2-35 2.19 SONET Market Shares........................................................................2-37 2.20 Lighting Dark Fiber.............................................................................2-38 2.21 All-Optical Network.............................................................................2-39 2.22 Optical Metro Markets........................................................................2-39 2.23 Redefining Network Configuration....................................................2-40 2.24 Impact Of High Speed Networks........................................................2-40 2.25 Tunable Lasers As Spares...................................................................2-42 2.26 Provisioning Greater Number Of Wavelengths................................2-42 2.27 Enhancing Existing Infrastructure....................................................2-43 2.28 Categories of Tunable Lasers.............................................................2-44 2.29 Connectivity Services...........................................................................2-47 2.30 Tunable Laser Benefits........................................................................2-48 3.<br><br> TUNABLE LASER PRODUCT DESCRIPTIONS 3.1 Dynamically Provisioning Bandwidth..................................................3-1 3.2 Narrowly Tunable Lasers......................................................................3-5 3.2.1 Fujitsu...................................................................................................3-6 3.2.2 Fujitsu 22-Channel Single Substrate Tunable Laser............................3-7 3.2.3 Fujitsu 44-Channel Tunable Laser.......................................................3-8 3.2.4 Reduces Spare Count...........................................................................3-9 3.2.5 Next-Generation OC-192 Capabilities...............................................3-10 Tunable Lasers Table of Contents and List of Tables and Figures COPYRIGHT 2002, WINTERGREEN RESEARCH, INC. TOC-4 www.wintergreenresearch.com Telephone 781-863-5078 Email: info@wintergreenresearch.com Lexington, Massachusetts 3.2.6 Alcatel Narrow Bandwidth Tunable Laser........................................3-10 3.2.7 Agere CW Narrowly Tunable, Wavelength-Stabilized Laser Module...............................................................................................3-11 3.2.8 Nortel Networks 15nm Narrowly Tunable Laser..............................3-12 3.2.9 CyOptics Long Haul, Narrowly Tunable Laser.................................3-14 3.3 Widely Tunable Lasers........................................................................3-15 3.3.1 Agility 3040 Widely Tunable Laser...................................................3-15 3.3.2 Agility And ADC Strategic Alliance.................................................3-18 3.3.3 ADC Tunable Lasers..........................................................................3-19 3.3.4 ADC's Anywave® Laser Family.......................................................3-21 3.3.5 ADC / Altitun.....................................................................................3-23 3.3.6 Agere Systems....................................................................................3-24 3.3.7 Agere D2570, D2526g, D2555 Wavelength-Selected Direct Modulated Isolated DFB Laser Module...............................................................3-26 3.3.8 Agere Long Haul, Narrow Bandwidth Tunable Laser.......................3-28 3.3.8 Tunable Laser Capability For Nortel Networks Optera Metro 5000 Optical Platform.................................................................................3-30 3.3.10 Nortel Networks / Bandwidth9........................................................3-30 3.3.11 Nortel Widely Tunable Lasers.........................................................3-30 3.3.12 Alcatel..............................................................................................3-31 3.3.13 Alcatel Nanometer Layers...............................................................3-31 3.3.14 Alcatel C Band And L Band............................................................3-32 3.3.15 Alcatel Tunable Lasers For Longer Distances.................................3-33 3.3.16 Iolon Apollo Widely Tunable Laser................................................3-34 3.3.17 Iolon Target Markets........................................................................3-35 3.3.18 Optimizing Optical Capabilities......................................................3-37 Tunable Lasers Table of Contents and List of Tables and Figures COPYRIGHT 2002, WINTERGREEN RESEARCH, INC. TOC-5 www.wintergreenresearch.com Telephone 781-863-5078 Email: info@wintergreenresearch.com Lexington, Massachusetts 3.3.19 Iolon Tunable Laser Technology.....................................................3-38 3.3.20 New Focus........................................................................................3-38 3.3.21 Princeton Optronics..........................................................................3-39 3.3.22 Princeton Lightwave........................................................................3-39 3.3.23 Blue Sky Research...........................................................................3-42 3.3.24 Bandwidth9 Locker Metroflex.........................................................3-48 3.3.25 MetroFlex Line Of VCSEL.............................................................3-51 3.3.26 Altamar.............................................................................................3-52 4.<br><br> TUNABLE LASER TECHNOLOGY 4.1 Integrating Switching, DWDM, And Other Transport......................4-1 4.2 Internet Protocol (IP) Over The Optical Layer..................................4-2 4.3 Capabilities Of Widely Tunable Lasers...............................................4-3 4.4 External Cavity Lasers..........................................................................4-7 4.5 Tunable Laser Channel Count.............................................................4-7 4.5.1 Tuning To A Hundred Channels.........................................................4-8 4.6 Hornet Project........................................................................................4-8 4.7 System Concept......................................................................................4-9 4.8 MEMS.....................................................................................................4-9 4.9 VCSEL..................................................................................................4-11 5. TUNABLE LASER COMPANY PROFILES 5.1 ADC Telecommunications.....................................................................5-1 5.1.1 ADC Broadband...................................................................................5-3 5.1.2 ADC Strategy.......................................................................................5-3 5.1.3 ADC Strategic Wins.............................................................................5-4 5.1.4 Business Segment Revenue.................................................................5-7 Tunable Lasers Table of Contents and List of Tables and Figures COPYRIGHT 2002, WINTERGREEN RESEARCH, INC. TOC-6 www.wintergreenresearch.com Telephone 781-863-5078 Email: info@wintergreenresearch.com Lexington, Massachusetts 5.1.5 ADC Revenue......................................................................................5-8 5.1.6 ADC Positioning..................................................................................5-8 5.1.7 Integrated Solutions...........................................................................5-10 5.1.8 ADC Products....................................................................................5-13 5.1.9 ADC Suite Of Systems Integration Products.....................................5-14 5.1.10 ADC / Altitune.................................................................................5-15 5.2 Agere Systems.......................................................................................5-15 5.2.1 Agere 9s Integration Capabilities........................................................5-16 5.2.2 Agere Research And Development....................................................5-17 5.2.3 Agere Acquisitions.............................................................................5-17 5.3 Agility Communications......................................................................5-19 5.3.1 Agility Communications Positioning.................................................5-21 5.3.2 Third Round Of Venture Funding......................................................5-21 5.3.3 Widely Tunable Lasers......................................................................5-22 5.3.4 Agility Strategy..................................................................................5-22 5.4 AirFiber.................................................................................................5-22 5.5 Alcatel....................................................................................................5-23 5.5.1 Alcatel Revenue.................................................................................5-23 5.5.2 Alcatel Market Outlook.....................................................................5-24 5.5.3 Carrier Networking............................................................................5-26 5.5.4 Optics.................................................................................................5-26 5.5.5 Alcatel Optronics Revenue................................................................5-27 5.5.6 Optical Subsystem Production...........................................................5-28 5.6 Bandwidth9...........................................................................................5-29 5.7 Blue Sky Research................................................................................5-29 5.8 DBM Optics..........................................................................................5-31 Tunable Lasers Table of Contents and List of Tables and Figures COPYRIGHT 2002, WINTERGREEN RESEARCH, INC.<br><br> TOC-7 www.wintergreenresearch.com Telephone 781-863-5078 Email: info@wintergreenresearch.com Lexington, Massachusetts 5.9 fiberSpace.............................................................................................5-31 5.10 Fujitsu Network Communications.....................................................5-32 5.10.1 Fujitsu Product Positioning..............................................................5-33 5.10.2 Long-Haul Pipe................................................................................5-33 5.11 Iolon.......................................................................................................5-34 5.12 Intel........................................................................................................5-34 5.13 New Focus.............................................................................................5-36 5.14 Nortel Networks...................................................................................5-38 5.14.1 Nortel Networks Realignment Plan.................................................5-40 5.14.2 Nortel Reorganization......................................................................5-41 5.14.3 Optical Internet With Nortel Networks Optical Networks Solutions...........................................................................................5-42 5.14.4 Nortel Networks Customers.............................................................5-42 5.14.4 Nortel Networks Open Optical Dense-Wavelength Division Multiplexing (DWDM) System.......................................................5-44 5.14.6 IP-Ready Open Optical Interfaces...................................................5-45 5.14.7 Nortel Networks Optical Packet Network Solution.........................5-46 5.14.8 IP Data Services...............................................................................5-48 5.14.9 Sonet/SDH.......................................................................................5-48 5.14.10 Optical IP Network Backbones......................................................5-49 5.14.11 Acquisitions................................................................................5-49 5.14.12 Focus On Solutions.....................................................................5-49 5.15 Princeton Optronics.............................................................................5-50 5.16 SpectraSensors.....................................................................................5-50 5.17 TeraConnect.........................................................................................5-51 5.18 Teraxion................................................................................................5-52 5.19 Tunable Photonics................................................................................5-53 Tunable Lasers Table of Contents and List of Tables and Figures COPYRIGHT 2002, WINTERGREEN RESEARCH, INC. TOC-8 www.wintergreenresearch.com Telephone 781-863-5078 Email: info@wintergreenresearch.com Lexington, Massachusetts List of Tables and Figures Figure ES-1 ES-3 Tunable Laser Market Forecasts, 2001-2007 Table ES-2 ES-4 Tunable Laser Benefits Table 1-1 1-7 DWDM Broadband Bandwidth Solutions Figure 1-2 1-9 Electrical Switching Matrix Figure 1-3 1-10 Hybrid-Optical Switching Matrix Table 1-4 1-12 Difficulties With Fixed Lasers Figure 1-5 1-14 Tuning Times For A 8-nm Spaced Wavelength GCSR Laser Transmitter Figure 1-6 1-15 Tuning Times For A 4-nm Spaced Wavelength GCSR Laser Transmitter Table 1-7 1-16 Tunable Laser Advantages Table 1-8 1-20 Performance Requirements For The Transport Markets Table 1-9 1-21 Tunable Lasers Performance Requirements Table 1-10 1-25 Optical System Advantages Tunable Lasers Table of Contents and List of Tables and Figures COPYRIGHT 2002, WINTERGREEN RESEARCH, INC. TOC-9 www.wintergreenresearch.com Telephone 781-863-5078 Email: info@wintergreenresearch.com Lexington, Massachusetts Table 1-11 1-26 Tunable Laser Applications Table 1-12 1-27 Basic Tunable Laser Structures Table 1-13 1-27 Basic Tunable Laser Applications Table 1-14 1-28 Features Of Tunable Laser Technologies Table 1-15 1-32 Advantages Of VCSEL Table 2-1 2-2 Reasons Tunable Lasers Replace Fixed Wavelength Lasers Table 2-2 2-4 Tunable Laser Competitive Advantage Market Factors Table 2-3 2-5 Tunable Laser Market Growth Factors Figure 2-4 2-7 Tunable Laser Market Shares, 2001 Table 2-5 2-8 Tunable Laser Market Shares, 2001 Figure 2-6 2-11 Tunable Laser Market Forecasts, 2001-2007 Table 2-7 2-12 Total Tunable Laser Market Forecasts, 2001-2007 Figure 2-8 2-14 Worldwide Narrowly Tunable Total Market Forecasts, 2001-2007 Tunable Lasers Table of Contents and List of Tables and Figures COPYRIGHT 2002, WINTERGREEN RESEARCH, INC.<br><br> TOC-10 www.wintergreenresearch.com Telephone 781-863-5078 Email: info@wintergreenresearch.com Lexington, Massachusetts Table 2-9 2-15 Narrowly Tunable Laser Market Forecasts, 2001-2007 Figure 2-10 2-16 Worldwide Widely Tunable Total Market Forecasts, 2001-2007 Table 2-11 2-17 Widely Tunable Laser Market Forecasts, 2001-2007 Figure 2-12 2-18 Worldwide Long Haul Tunable Laser Market Forecasts, 2001-2007 Table 2-13 2-18 Long Haul Tunable Laser Market Forecasts, 2001-2007 Figure 2-14 2-19 Worldwide Metro Core Tunable Laser Market Forecasts, 2001-2007 Table 2-15 2-20 Metro Core Tunable Laser Market Forecasts, 2001-2007 Figure 2-16 2-22 Worldwide Optical Component Market Forecasts, 2000-2006 Table 2-17 2-22 Optical Component Market Forecasts, 2000-2006 Figure 2-18 2-24 PICs Market Forecasts, 2000-2006 Table 2-19 2-24 PIC Market Forecasts, 2000-2006 Figure 2-20 2-26 Internet Traffic Market Forecasts, 2000-2006 Table 2-21 2-27 Internet Traffic Growth, 2000-2006 Table 2-22 2-28 Systems Used To Achieve Fiber Optic Scalability Tunable Lasers Table of Contents and List of Tables and Figures COPYRIGHT 2002, WINTERGREEN RESEARCH, INC. TOC-11 www.wintergreenresearch.com Telephone 781-863-5078 Email: info@wintergreenresearch.com Lexington, Massachusetts Table 2-23 2-33 Optical Networking System Market Segments Figure 2-24 2-34 DWDM Market Shares, 2000 Table 2-25 2-35 Global DWDM Landline Market Shares, 2000 Figure 2-26 2-36 DWDM Market Forecasts, Dollars, 2000-2006 Table 2-27 2-36 Global DWDM Market Shipment Forecasts, Dollars, 2001-2006 Figure 2-28 2-37 Sonet Market Forecasts, 2000-2006 Table 2-29 2-38 Sonet Equipment Market Forecasts, 2000-2006 Table 2-30 2-41 Impact Of Optical Switching On IP Transport Speeds Table 2-31 2-44 Categories Of Tunable Lasers Table 2-32 2-45 Organization Of Tunable Laser Markets Distributed Feedback (DFB) Lasers Table 2-33 2-48 Tunable Laser Benefits Table 3-1 3-2 Tunable Laser Features, Issues, And Functions Table 3-2 3-3 Engineering Challenges Of Tunable Lasers Tunable Lasers Table of Contents and List of Tables and Figures COPYRIGHT 2002, WINTERGREEN RESEARCH, INC. TOC-12 www.wintergreenresearch.com Telephone 781-863-5078 Email: info@wintergreenresearch.com Lexington, Massachusetts Table 3-3 3-17 Benefits Of The Agility 3040 Table 3-4 3-20 ADC Grating-Assisted Co-Directional Coupler Technology Table 3-5 3-22 Key Features Of ADC's Anywave® Laser Family Table 3-6 3-24 Agere Systems Tunable Laser Features Table 3-7 3-25 Agere Systems Tunable Laser Applications Table 3-8 3-26 Agere Systems Electrical/Optical Characteristics Table 3-9 3-36 Iolon Target Markets Table 3-10 3-40 Princeton Lightwave BGC Product Characteristics Table 3-11 3-43 Tunable Lasers Engineering Challenges Addressed By Blue Sky Research Table 3-12 3-44 Blue Sky Research Electrical Tuning Mechanism Table 3-13 3-46 Blue Sky Research Programmable Laser Positioning Table 3-14 3-47 Programmable Laser Specifications Table 4-1 4-4 Selected Optical Add / Drop Parameters For Tunable Lasers Tunable Lasers Table of Contents and List of Tables and Figures COPYRIGHT 2002, WINTERGREEN RESEARCH, INC.<br><br> TOC-13 www.wintergreenresearch.com Telephone 781-863-5078 Email: info@wintergreenresearch.com Lexington, Massachusetts Table 4-2 4-5 Selected Switching Tunable Laser Parameters Table 4-3 4-5 Selected Metropolitan Tunable Laser Parameters Table 4-4 4-6 Selected Long Haul Tunable Laser Parameters Table 4-5 4-6 Selected Ultra Long Haul Tunable Laser Parameters Table 5-1 5-2 ADC MEMS Switch Positioning Table 5-2 5-9 ADC Broadband Infrastructure And Access Table 5-3 5-11 ADC Positioning Of Integrated Solutions Table 5-4 5-19 Agility Tunable Laser Solutions Positioning Table 5-5 5-20 Agility Integration Of Optical Components Table 5-6 5-35 Intel Photonics Company Acquisitions Table 5-7 5-37 New Focus High-Power Tunable Laser Functions Table 5-8 5-38 Selected Applications For Tunable Lasers Table 5-9 5-42 Nortel Networks Acquisitions Tunable Lasers Table of Contents and List of Tables and Figures COPYRIGHT 2002, WINTERGREEN RESEARCH, INC. TOC-14 www.wintergreenresearch.com Telephone 781-863-5078 Email: info@wintergreenresearch.com Lexington, Massachusetts Table 5-10 5-43 Nortel Networks Customers Table 5-11 5-53 TeraXion Positioning

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