Apple is entering silicon photonics

Beyond communication, silicon photonics is penetrating consumer and automotive.

“Since the 1998 release by Bookham of the first product using the silicon photonics platform, the main application for silicon photonics has been optical communication.” asserts Alexis Debray, Ph.D., Senior Analyst at Yole Développement (Yole). He adds: “And after the 2008 release by Luxtera (now Cisco) of the first optical transceiver using silicon photonics, the silicon photonics optical transceiver market has grown to US$581 million, with almost 5 million units shipped.”

In this dynamic context, Yole and  System Plus Consulting, both part of Yole Group of Companies, investigate disruptive photonics technologies and related markets in depth, to point out the latest innovations and underline the business opportunities. 

Released today, the Silicon Photonics 2021 report from Yole provides market data on silicon photonics dies, SOI wafers, and transceivers and describes the novel silicon photonics applications in consumer, automotive, and computing.

In addition, the custom reverse costing analyses company, System Plus Consulting, presents the Intel Silicon Photonic 100G CWDM4 QFSP28 Transceiver, a special case study focused on Intel’s silicon photonic transceiver to illustrate latest innovations and technical choices made by the leading company. 

With both analyses, Yole and System Plus Consulting present a unique understanding of the silicon photonics industry.

For Eric Mounier PhD., Director of Market Research at Yole“Novel applications for silicon photonics are poised to further penetrate the market. In March 2021, Aeva, another California-based company, went public with an initial valuation of US$1.7 billion”.

The company’s goal is to bring FMCW LiDAR to the market with silicon photonics to serve autonomous driving. Also in March 2021, the American company Rockley Photonics announced its intention to go public in Q2 2021 at an initial valuation of US$1.2 billion with an Apple-supported spectrophotometer project for smartwatches…

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