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In this Issue:
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Regional Shares of the Half-Trillion Dollar Photonics Industry
Last month's newsletter announced that the optics and photonics industry reached an estimated $480 billion in 2014, according to OSA Industry Development Associates, using preliminary estimates for 2014 production. That is 6% growth over 2013, and a record high.
The figure below shows the source of the production by country or region. Asia leads, with nearly 2/3 of all production coming from Asian companies, followed by North America and Europe. Asia is particularly concentrated in manufacturers of displays, solar cells and panels, LEDs, and image sensors for consumer and business end-use products. North America and Europe are concentrated in manufacturers of precision products for industrial, scientific, and military applications.
By country, Japan leads production, followed by the U.S., South Korea, Taiwan, and China, although the shares are not greatly different. Germany has the strongest share within Europe.
The values represent the production by the location of the company headquarters, which is not necessarily the location of the manufacturing itself. Many North American and European companies conduct manufacturing operations in their Asian factories or through Asian contractors. However, the value added through the assembly process varies from product to product and is not necessarily significant compared to the selling price. Only the company's income statement captures the full value, including R&D, marketing, and profit.
More details appear in the OIDA Market Update provided to OSA Industry Development Associates members.
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OSA Industry Development Committee
Thank you to the volunteers who oversee the programs and services available to the Industry Community.
• Jean-Michel Pelaprat,
Figulus, Chair
• Alex Fong,
Gooch & Housego,
Chair-Elect
• Allan Ashmead,
Coherent
• Henrik Skov
Andersen,
Ibsen Photonics
• Simin Cai,
Go!Foton
• John Dexheimer,
Lightwave Advisors
• James Fisher,
Newport
• Steve Grubb,
Infinera
• Fred Leonberger,
EOvation
Technologies, LLC
• Claudio Mazzali,
Corning, Inc.
• Mike Mielke,
Trumpf
• Jerry Rawls,
Finisar
• Martin Seifert,
Nufern
• Costel Subran,
Opton Laser
International
• Paul Then,
Corning, Inc.
• Steve Yao,
General Photonics
• Christoph Harder,
Harder and Partner
• Sheng Liu,
KLA-Tencor Corp.,
Young Professional
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Swapping Data Centers Like Swapping Laptops--How Long Can That Last?
One of the topics of conversation at OFC 2015 this year was Facebook's claim that the optics in a data center don't have to last more than 5 years because they plan to swap out the hardware every 3 to 5 years anyway. Imagine swapping out all your data centers the way your company swaps out your laptop every 3 years. It's costly: the hardware may be as much as $500 million per data center. And think of the time it takes. There can be hundreds of thousands of processors per data center. Once you swap the last board, it's time to start all over again, like painting the Golden Gate bridge.
This approach is the opposite of the Telcordia-minded telecom sector, which designs equipment to last decades. Without the demands of Telcordia-grade requirements, suppliers can reduce the manufacturing costs--and the prices--of components.
Facebook would keep some hardware in place. Single-mode fiber would be forward-compatible and could stay, along with the rack frames and power supplies. If they can "disaggregate" the components from server boards, Facebook could pool the components onto common boards and use the stranded capacity more efficiently. They could also swap the pooled boards that need upgrading, rather than swapping entire boards just to upgrade a few of the chips on the board.
Needless to say, this planned obsolescence of hardware is good for sales of optical components. It continues as long as swapping out data centers doesn't exceed a reasonable and profitable capex budget: Facebook is currently spending about 13% of revenues on capex.
The day will come when Facebook and its rivals will slow down this pace of upgrades. It may be triggered by a recession and slowing ad revenue, changing user habits, rising equipment costs, a new business model, or all of the above. A slower upgrade cycle could mean fewer new sales of components, unless it is offset by overlapping capex investment habits worldwide.
But those aren't Facebook's words. Presentations from the 2015 OSA Executive Forum are available here.
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Download Presentations from the Photonics for Disaggregated Data Centers Workshop
 Industry members now have access to the presentations from this workshop, which was held on 22 March 2015 in Los Angeles, CA, USA in conjunction with OFC.
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Access the Presentations from the OSA 2015 Executive Forum
More than 160 senior-level executives convened for the annual Executive Forum to discuss key themes, opportunities, and challenges facing the next generation in optical networking and communications. View the 2015 presentations to find out what industry leaders expect regarding business and technology developments.
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OFC Industry Presentation Now Available to OIDA Members
 Tom Hausken, PhD, OSA's Senior Industry Advisor, presented an overview of the optical communications and networking market on 26 March at the OFC Exhibitor Breakfast. The narrated version with notes and bonus content will appear in the next Market Update.
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Welcome New Industry Development Associates Members
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Showing and Telling Congress the Importance of Photonics
OSA and its National Photonics Initiative (NPI) partners advocated for the National Network of Manufacturing Innovation (NNMI), reauthorizing the America COMPETES Act, and funding research and development (R&D) during this year's Congressional Visits Day, March 17 and 18. From the photonics industry there were more than 30 participants from industry, academia, and students who visited over 50 congressional offices.
One of the best ways to educate members of Congress on the importance of optics and photonics is to show them. Inviting them to your facility will let them see firsthand what you are doing in optics and photonics in their district, helping them to understand the importance of optics and photonics when the time comes for them to vote on legislation impacting the field.
Now is the perfect time to extend invitations to your members of Congress to visit your facility. During the weeks when the House and Senate are not in session, members of Congress will be working in their home districts and are always looking for visits to do in the community. The OSA public policy team will walk you through the process, help you set up the appointment with the Congressional office, and will provide you with all the information you need to have a successful visit.
Please contact Brandy Dillingham (bdillingham@osa.org) if you are interested in having one of your members of Congress visit your facility. Even if you have done the tours before and do not need assistance, please let Brandy know if you are arranging a tour so that the public policy team knows which members of Congress have already toured facilities.
If you have an interest in science and technology public policy and want to stay informed on policy news (such as status of legislation, R&D funding, etc.) and upcoming activities (such as Congressional Visits Day), please consider signing up for OSA's Optics Legislative Network (OLN).
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Adaptive Optics: Latest Results in Vision Science, Microscopy and Astronomy — New Webinar Available On-Demand
Adaptive optics (AO) allows user to correct aberration and to recover high quality images. The webinar covered three applications of AO: vision science, microscopy, and astronomy. Three AO key opinions leaders will share some of their latest results. Watch the webinar now.
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Attending CLEO? Participate in Technology Playground — 12-14 May 2015
This interactive exhibits event allows you to visit with top industry companies, get a demo of their innovative products/services and earn a chance to win a $300 American Express card — all at the same time!
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Special Technology Transfer Program at CLEO on 14 May
 Attend this free event and learn about the licensing process from entrepreneurs and researchers from start-ups, major universities, businesses and national laboratories as they present exciting new technologies which are ready and available for commercialization.
Keynote Speaker: Milton Chang, Managing Director, Incubic, LLC, USA
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Looking for a Job or Candidate in All Areas of Laser Science to Photonic Applications?
The CLEO:2015 Online Job Fair connects employers and skilled job seekers from all areas of laser science to photonic applications. Conference attendees are encouraged to visit the onsite kiosk located in the registration area. For more information, please call +1 202.416.1428 or email ksmith@osa.org.
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Will Your Company be Represented at CLEO Next Month?
If not Reserve Your Exhibit Space Now! When you exhibit at CLEO, you will meet top leaders from companies and major institutions as they convene to access the latest research and make decisions about applications in all areas of photonics—ultrafast lasers, energy efficient optics, quantum electronics, biophotonics and more. With more than 5,000 attendees from all sectors of the market, CLEO provides a global marketplace where the industry learns, networks, connects and closes deals. For more information, please call +1 202.416.1428 or email ksmith@osa.org.
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How to Communicate "HighTech" to the Market -- PR/Marketing Workshop for Startups
If you are attending Laser Munich 2015 mark your calendar to attend this special OSA Industry Development Associates workshop which gives hands-on advice on how to effectively present high-tech products and technologies to prospective markets. You will learn how to set up an efficient integrated communication strategy, and what you have to do to implement this strategy and to meet prospective targets. Two experts with a proven track record in the field share their experience and provide tips on how to communicate complex technologies efficiently. Who should attend? Startup founders, scientists, engineers, and PR/marketing professionals with an interest in technology transfer.
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Fellow Nominations Deadline: 15 June 2015
OSA members who have served with distinction in the advancement of optics and photonics may be proposed for election to the class of Fellow. A new category for Fellow nominees was added last year to provide a distinct channel to recognize achievement in the business community. All Fellow nominees are assessed in the context of their specific achievements and career path. The nomination must be submitted by an OSA Fellow Member. Fellow nominees may be nominated in one of the following six categories:
- Business Leadership
- Education
- Engineering, Application and Development
- Engineering and Science Research
- Technical Leadership
- Volunteer/Professional Service
The next deadline for Fellow nominations is 15 June 2015. Contact the OSA Awards Office for more information (awards@osa.org or 1.202.416.1960).
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Applied Optics Engineering and Laboratory Notes Now Online
Last year, Applied Optics (AO) developed a new type of article called Engineering and Laboratory Notes (E&L Notes) to give engineers and technicians a venue to highlight laboratory techniques and hands-on skills required for the design, analysis, fabrication, integration, alignment, and measurement of optical components and systems.
Recently, AO has published several new E&L Notes:
Want to publish an E&L Note? Submit your manuscript today! If you aren't yet ready to submit, read this editorial by the E&L Notes Editor Brian Monacelli to learn more.
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Applied Optics Call for Papers
Feature Issue: Optical Design and Testing 2015
Submission Deadline: 15 May 2015
Feature Issue Editors: Yi-Chin Fang, Chao-Wen Liang, Yi-Ching Fang, John Koshel, Chao-Wen Liang, Jose Sasian, Yongtian Wang, Toyohiko Yatagai, James M. Zavisian
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Showcase Your Technology to the Global Marketplace—Sponsor an OSA Webinar
Would you like to reach motivated customers and shine the spotlight on your products and services? Sponsor an OSA webinar and reach an exclusive audience of optics and photonics professionals. OSA will help you create and market your company's own Webinar to a targeted segment of more than 220,000 OSA customers. Your live and recorded webinar session will be hosted, managed and marketed by OSA for just $3,500* (OSA Industry Development Associates Member discounted price).
Webinar Benefits
- Lead Generation — live 1-hour webinars attract an audience interested in your technology. On-demand availability afterward assures additional qualified leads.
- Increased Visibility — OSA webinars draw high-level professionals from top organizations around the globe.
- Opportunity to Explain Your Technology — webinars are a great way to educate potential customers about how your technology works and why they need it.
- Hassle-Free Logistics and Marketing — leave it all to OSA and we'll bring in attendees for you. OSA's expertise and contact lists ensure you reach your perfect target audience.
Getting in front of your target market is easy. You propose the content and speaker (from your company or a customer) and OSA does the rest! For more details about this opportunity, email mrettig@osa.org or call 1-703-201-0122.
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New from OSA Industry Member Modulight
Join Modulight on 24 April at the ASLMS conference for a workshop on the Best Practices in Clinical Photodynamic Therapy. Discussion includes available drugs, light applicators, illumination sources, treatment protocols and dosimetry that are introduced with leading clinical experts within the selected indications. Detailed program is available here.
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Want to get even more insight and access to great discussions about optics and photonics?
Join 2,800 of your colleagues in our Optics & Photonics Industry Network LinkedIn Group. This one-of-a-kind Forum for Industry lets you participate in discussions about cutting-edge issues. Extend your professional network. Exchange information about problems, ideas and solutions. Collaborate with experts in your field. Now is the perfect time to build a relationship with fellow optics and photonics professionals!
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Take advantage of your OSA Industry Development Associates Member Benefits
We are committed to ensuring the value of your OSA Industry Development Associates Membership, so please email OSA if you have any suggestions for new programs or comments on your membership.
Forward this message to your colleagues.
Not yet a member? Learn more about the benefits of membership.
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