Further details of the report are available at http://www.cir-
The report covers four kinds of chip-level interconnect:
Companies discussed in this report include Avago, Cisco, Corning, Dow Chemical, Dow-Corning, DuPont, Finisar, Fujitsu, Furukawa, IBM, Intel, Juniper, Kotura, Micron, Novellus, Optical Interlinks, QD Laser, Reflex Photonics, Samtec, Sumitomo, TeraXion, Tokyo Electron, ULM Photonics, and VI Systems.
This report is a follow on to a previously issued report, "Revenue Opportunities for Optical Interconnects:
From the Report:
The growing popularity of parallel computing, and the arrival of multicore processors and 3D chips are leading to data traffic jams both on-chip and chip-to-chip. However, CIR's report believes that these trends are also creating opportunities for chip-level optical interconnects.
Avago, Finisar, IBM and Samtec have all proposed optical engines for chip-level interconnect. These miniaturized optical assemblies are currently the most mature technology available for this application and will generate revenues of $235 million in 2019. However, with their attached connectors and heat sinks, optical engines may prove too large for complex optical interconnection environments, such as in the coming generation of Exascale supercomputers.
Meanwhile, the arrival of multicore processors and 3D chips means that computer power now depends on how fast each CPU can talk to each other and to memory devices. So reliable, low-loss, high-speed interconnects between chips then becomes crucial. Interconnect data rate requirements could reach hundreds of times what they currently.
Because of the limitations of optical engines, there are emerging opportunities for compact PIC- based interconnect devices based on indium phosphide and gallium arsenide. CIR says these opportunities will generate $120 million in 2019 increasing to $275 million by 2021. However, bonding PIC interconnects onto a silicon processor or memory chip is both technically challenging and expensive. So far, only a few PIC and VCSEL technology companies have pursued the interconnect opportunity.
Although silicon photonics has compelling advantages, firms - especially Intel -- have struggled for years to make active optical devices using silicon. A breakthrough in silicon laser technology would be the single most important development in optical interconnects allowing the full integration of both electronic information processing and optical integration. Faster VCSELs will also be important for the development of chip-level optical interconnect. Several firms and research institutes have announced high-speed VCSELs, operating all the way up to 55 Gbps, although such lasers await extensive commercialization. Quantum dot-enhanced VCSELs have also been proposed and these, too, may have applications in interconnection.
Communications Industry Researchers has been publishing hype-free industry analysis of the high-speed optical networking market for more than 20 years. It has recently published reports on rack-level and board-to-board optical interconnection and on active optical cabling. Visit http://www.cir-
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