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18 July 2008


GaAs and InP to drive 10Gb/s and 40Gb/s IC growth

Gallium arsenide (GaAs) and indium phosphide (InP) technologies will be the drivers for 10Gb/s and 40Gb/s growth in the fiber-optic analog IC market over 2007-2012, forecasts Strategy Analytics in a new report.

The fiber-optic analog IC market will grow at a respectable compound annual average growth rate (CAAGR) of 9% through 2012, the market research firm reckons. Driven by increasing broadband connectivity and bandwidth requirements across both fixed and mobile platforms, 10Gb/s and 40Gb/s network infrastructure roll-out will be the fastest-growing end-markets for fiber-optic analog ICs, with compound semiconductors serving as the primary enabling technologies.

Collectively, the 10Gb/s and 40Gb/s capacity market segments will grow at a CAAGR of 28%, with demand for GaAs and InP transimpedance amplifiers (TIAs), post-amplifiers and optical laser drivers representing over 25% of the total fiber-optic analog IC market in 2012.

“The overall market for TIAs, post amplifiers and laser drivers will be worth almost $500m by 2012,” predicts Strategy Analytics’ Asif Anwar. “While the overall market will be dominated by CMOS and SiGe technologies, GaAs and InP technologies will be the drivers for 10Gb/s and 40Gb/s growth, especially for the optical laser driver function,” he adds.

“Content delivery to the home over fiber and 3G and 4G wireless platforms will drive bandwidth requirements upwards,” notes Stephen Entwistle, VP of the firm’s Strategic Technologies Practice. “10Gb/s and 40Gb/s roll-out will be key in supporting the roll-out of future wireless and fixed broadband platforms. The market is already looking to 100G in the future,” he adds.

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