Evolution of Photonic Design Services · Fabless companies that outsorced manufacturing Design...

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Bright Photonics (c) 1

Evolution of Photonic Design ServicesEvolution of Photonic Design Services

andand the semiconductor industry that made it possible the semiconductor industry that made it possible

About Bright Photonics

Founded: 2010Location: Eindhoven, Netherlands

About Bright Photonics

Outline

Semiconductor industry evolution

Photonics: road to open access

Photonic design

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.

Semiconductor business model evolution

IDM = Integrated Devices Manufacturer

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”

Semiconductor market size

Year 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015

9.917 15.1 16.8

21.328.7

34.541.1 43.8 43.8

63.5 66.472.1

78.787.4 84.1

111.5 112.4

162.8172

183.3190.3

200.3 199.2

183189.3

203.7 203fabless

1995 2000 2005 2010 2015 20200

Source: https://www.statista.com/statistics/553236/worldwide-fabless-system-company-idm-ic-sales-comparison/

sales precentage fabless

Sales in billion U.S. dollars

The fabless model in company size (2015)

Source: http://www.icinsights.com/services/mcclean-report/

Photonics evolution, (Moore's law?)

Source: M. Smit et. at., “An introduction to InP-based generic integration technology,” Semicond. Sci. Technol. 29 (2014)

Photonics business model evolution

Fabless / Design houses / Foundries

Photonics business model evolution

Fabless / Design houses / Foundries

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!

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!

Photonics is gaining momentum

Source: Yole Développement, June 2014

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

InP Photonics Application Revenue

Company2015 Revenue:

$1 250 M

$888 M

$408 M

$339 M

IDM IDM

IDM IDMF.L.

15x larger

Electronics companies are BIGPhotonics is catching up?

Source: http://www.icinsights.com/services/mcclean-report/

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

Evolution of a design house

●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

Empower products with photonic engineering

Electronics

Materials Mechanics

PRODUCT

Control Prototyping IP-blocks Design

Photonics

Application examples

World record: atto-meter sensing

Sensing PON Telecom

3x-Tx + 3x-Rx, PON + wireless THz recevier

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

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.

Photonics makes the differencePhotonics makes the difference

info @ BrightPhotonics . eu | www . brightphotonics . eu

Evolution of Photonic Design Services · Fabless companies that outsorced manufacturing Design...

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