Yole Développement shares its findings in its market report “Silicon Photonics for datacenters and other applications“, where both experts Dr Eric Mounier, Sr Technnology & Market Analyst at Yole and Jean-Louis Malinge, former CEO of Kotura, now at ARCH Venture Partners combined their knowledge of the silicon photonic industry to perform a deep added-value analysis.
The silicon photonics market is still modest with estimated sales below US$40 million in 2015 and very few companies actually shipping products in the open market: Mellanox, Cisco, Luxtera, Intel, STMicroelectronics, Acacia and Molex are part of these leading players.
Silicon photonics has been under development for years. However now, this technology is being pushed hard by large webcom companies like Facebook and Microsoft.
“Silicon photonics has reached the tipping point that precedes massive growth”, notes Dr Eric Mounier from Yole. “Indeed we estimate, the packaged silicon photonics transceiver market will be worth US$6 billion in 10 years.”
Silicon photonics is an exciting technology mixing optics, CMOS technology and advanced packaging. This combination benefits from semiconductor wafer manufacturing scalability to reduce costs.
According to Yole, by 2020, silicon photonic chips will far exceed copper cabling capabilities. Such solutions will be so deployed in high-speed signal transmission systems. In 2025 and beyond, the technology will be more and more used in processing such as interconnecting multiple cores with processor chips. Yole’s analysts value this market to US$1.5 billion in 2025 at chip level.
Data centers are clearly the best opportunity for silicon photonics technology today. And there are also many other applications that silicon photonics can enable. These include high performance computers, telecommunications, sensors, life science, quantum computers and other high-end applications. Two emerging applications are also particularly interesting for silicon photonics.
Lidars for autonomous cars and biochemical and chemical sensors could benefit from the integration of optical functions and further miniaturization.
Today, Lidars are costly and bulky instruments which make their integration in a car challenging. Within a promising ADAS market expected to reach US$3.9 billion in 2017 silicon photonic-based Lidar will play a key role. Last august, MIT’s Photonic Microsystems Group announced a successful DARPA project using silicon photonics for lidar-on-a-chip with steerable transmitting and receiving phased arrays and on-chip Ge photodetectors.
Biochemical and gas sensors are not new, and several applications have existed for a while. Day by day, the interest in gas sensing is gaining importance due to the emergence of promising new large volume portable applications.
Integration of biochemical or gas sensors into smartphones or wearables is currently on the roadmap of many companies but size, cost and sensitivity are still issues. To push optical gas sensor miniaturization further, some companies are already considering silicon photonics as an integration platform for their devices.
These non-data center applications will represent about US$300 million by 2025, according to Yole’s silicon photonics report.
Photonic circuit design, coming of age in a fabless ecosystem
Organic laser source enables disposable biosensors
Analog digital conversion for terahertz data
MEMS-based sensor targets low-power and IoT markets