Our talk will review silicon photonics market forecasts (datacom, telecom, consumer, automotive and computing), technology trends and supply chain. We forecast the silicon photonics transceiver market will reach more than US$4 billion in 2026. But beyond transceivers, automotive and autonomous driving will benefit from silicon photonics sensing in the future. Moreover, the silicon photonic market could even grow further with a large contribution of consumer healthcare (as Rockley Photonics announced plans for biosensors in smart watches with Apple using silicon photonics). As the market grows, the supply chain continues to consolidate. The silicon photonics eco-system is getting larger with more fabs and foundries, more companies involved in packaging, modelization, PDKs, and designs.
With almost 20 years of experience in MEMS, Sensors and Photonics applications, markets, and technology analyses, Eric Mounier, PhD provides deep industry insight into current and future trends. As a Fellow Analyst, Technology & Market, MEMS & Photonics, in the Photonics, Sensing & Display division, he is a daily contributor to the development of MEMS and Photonics activities at Yole Développement (Yole), with a large collection of market and technology reports as well as multiple custom consulting projects: business strategy, identification of investments or acquisition targets, due diligences (buy/sell side), market and technology analysis, cost modelling, technology scouting, etc. Previously, Eric Mounier held R&D and Marketing positions at CEA Leti (France). He has spoken in numerous international conferences and has authored or co-authored more than 100 papers. Eric has a Semiconductor Engineering Degree and a Ph.-D in Optoelectronics from the National Polytechnic Institute of Grenoble (France).