evolution of photonic design services · fabless companies that outsorced manufacturing design...
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Evolution of Photonic Design ServicesEvolution of Photonic Design Services
andand the semiconductor industry that made it possible the semiconductor industry that made it possible
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About Bright Photonics
Founded: 2010Location: Eindhoven, Netherlands
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About Bright Photonics
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Outline
Semiconductor industry evolution
Photonics: road to open access
Photonic design
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Electronics evolution, Moore's law
Source: http://www.assured-systems.com/news/article/moores-law--soon-to-be-no-more/
Since the 1970s, Intel has released chips that fit twice as many transistors into the same space roughly every two years aiming to follow an exponential curve named after Gordon Moore, one of the company’s cofounders.
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Semiconductor business model evolution
IDM = Integrated Devices Manufacturer
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Semiconductor business model evolution
IDM:Samsung, Intel
Foundry:TSMC,
GlobalFoundries,UMC
Fabless:Broadcomm,Qualcomm,AMD, Nvidia
Design house:
ARM, ASICSws, Global Unichip,
MoSyS, City Semiconductor
Manufacturing
DesignIntellectual
PropertyMarketing
Manufacturing Manufacturing Manufacturing
DesignIntellectual
PropertyMarketing
DesignIntellectual
PropertyMarketing
DesignIntellectual
Property
Marketing
70’s 80’s 90’s 2000’s IDMs are vertically integrated Foundries, focused on manufacturing, emerged in 80’s Fabless companies that outsorced manufacturing Design houses have emerged in the last decade, their focus is on IP
Source: Successful Semiconductor Fabless conference, Yole Development, 2013;D. Nenni, P. McLellan, „FABLESS: The Transformation of The Semiconductor Industry”
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Semiconductor market size
Year 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
-30
20
70
120
170
220
0
9.917 15.1 16.8
21.328.7
34.541.1 43.8 43.8
49.3
63.5 66.472.1
78.787.4 84.1
0
129
171.9
111.5 112.4
128.6
162.8172
183.3190.3
175.6
148.5
200.3 199.2
183189.3
203.7 203fabless
idm
1995 2000 2005 2010 2015 20200
5
10
15
20
25
30
35
Year
Source: https://www.statista.com/statistics/553236/worldwide-fabless-system-company-idm-ic-sales-comparison/
sales precentage fabless
Sales in billion U.S. dollars
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The fabless model in company size (2015)
Source: http://www.icinsights.com/services/mcclean-report/
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Photonics evolution, (Moore's law?)
Source: M. Smit et. at., “An introduction to InP-based generic integration technology,” Semicond. Sci. Technol. 29 (2014)
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Photonics business model evolution
Fabless / Design houses / Foundries
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Photonics business model evolution
Fabless / Design houses / Foundries
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Lightwire (US)February 2010
Silicon CMOS optoelectronics interconnects / optical transceivers.
US$271M Cisco (US)To face with increasing traffic in data centers / service providers
Luxtera AOC line (US)
January 2011
AOC line US$20M Molex (US)
Luxtera may be changing strategy to become an IP licensing company. Molex had AOC product line for 12-channel AOCs with a product from Furukawa/Fitel based on a 1060nm InGaAs VCSEL.
COGO Optronics (CAN)
March 2013 InP modulators & lasers. Est. < $30M TeraXion (CAN)
To access 100Gb InP modulator technology.
Cyoptics (US) April 2013 InP-based photonic components.
US$400M Avago (US)To strengthen products portfolio for 40Gb & 100Gb data centers applications.
Kotura (US) May 2013 Si photonics & VOAs for data center.
$82M Mellanox (US)
To access 100Gb optical engine for data centers.
IPTronics (US) June 2013IC for parallel optical interconnects (drivers).
$47MMellanox (US)
To access products / technologies for 100Gb optical engine.
Caliopa (BE)September 2013
Si-based optical transceivers for datacoms.
$20MHuawei (CHINA)
To develop European-based R&D in Si photonics.
Company Date ProductTransaction
valueAcquirer Rationale for transaction
Almost $1B transactions for photonics in datacenter!
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Lightwire (US)February 2010
Silicon CMOS optoelectronics interconnects / optical transceivers.
US$271M Cisco (US)To face with increasing traffic in data centers / service providers
Luxtera AOC line (US)
January 2011
AOC line US$20M Molex (US)
Luxtera may be changing strategy to become an IP licensing company. Molex had AOC product line for 12-channel AOCs with a product from Furukawa/Fitel based on a 1060nm InGaAs VCSEL.
COGO Optronics (CAN)
March 2013 InP modulators & lasers. Est. < $30M TeraXion (CAN)
To access 100Gb InP modulator technology.
Cyoptics (US) April 2013 InP-based photonic components.
US$400M Avago (US)To strengthen products portfolio for 40Gb & 100Gb data centers applications.
Kotura (US) May 2013 Si photonics & VOAs for data center.
$82M Mellanox (US)
To access 100Gb optical engine for data centers.
IPTronics (US) June 2013IC for parallel optical interconnects (drivers).
$47MMellanox (US)
To access products / technologies for 100Gb optical engine.
Caliopa (BE)September 2013
Si-based optical transceivers for datacoms.
$20MHuawei (CHINA)
To develop European-based R&D in Si photonics.
Company Date ProductTransaction
valueAcquirer Rationale for transaction
TOTAL VALUE IN AQUISITIONS BY 2013:
~US$900M
Almost $1B transactions for photonics in datacenter!
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Photonics is gaining momentum
Source: Yole Développement, June 2014
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Silicon Photonics Application Revenue 2010 -2020
Source: Yole Développement, “Silicon Photonics Market & Applications,” EPIC 2012, July 2012
AOCs, VOAs, multiplexers, medical devices already using Si photonics
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InP Photonics Application Revenue
Company2015 Revenue:
$1 250 M
$888 M
$408 M
$339 M
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IDM IDM
IDM IDMF.L.
15x larger
Electronics companies are BIGPhotonics is catching up?
Source: http://www.icinsights.com/services/mcclean-report/
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What is a design house?
ASPICApplication Specific Photonic Integrated Circuit
ASICApplication Specific Integrated Circuits
Electronics:1967 → almost 300 standard packages!
Photonics more complex (E + O):Few standard packages? → impossible
Standardization: Standard interfaces Automated design flow (PDA) Automated testing Scalable packaging
User / Application
(fabless)Design House
Software automation
Foundry PackagingTesting
ASPIC technology
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Evolution of a design house
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Evolution of a design house
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●Product development support●Feasibility●ASPIC Integration●Prototyping & Scaling for volume
●PIC Design●MPW & Custom foundry access●Circuit design & Mask layout●PDK development
●IP Blocks●Foundry support●BBs: Black Box, White Box, Custom●Software modules: AWG, etc.
Logic GDS
Introduction Fabless Design House
1
2
3
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Empower products with photonic engineering
Electronics
Materials Mechanics
PRODUCT
Control Prototyping IP-blocks Design
Photonics
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Application examples
World record: atto-meter sensing
Sensing PON Telecom
3x-Tx + 3x-Rx, PON + wireless THz recevier
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World Records in sensing Measurement Resolution of 0.02 fmΔλ (~ 0.02 nano-strain) @1 Khz Sampling Speeds up to 20 MHz 50 unique FBG sensors per single fiber (20 kHz, 10fmΔλ)
PIC Platforms offer a competitive advantage for companies
10x smaller10x cheaper100x faster1000x more accurate
Product matrix
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Conclusions
To understand the undergoing changes in photonics we looked at the semiconductor electronics.
Photonics copies the business model of semiconductor electronics. We move into specialization, the value chain changes from vertical to horizontal.
The first successful ASPIC based products are hitting the market, thanks to the fabless model.
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Photonics makes the differencePhotonics makes the difference
info @ BrightPhotonics . eu | www . brightphotonics . eu