Optics Market Overview & Future Opportunities Tom Hausken, PhD - - PowerPoint PPT Presentation
Optics Market Overview & Future Opportunities Tom Hausken, PhD OSA Senior Industry Advisor 6 December 2018 OIDA Highlights Roadmapping workshops & reports Integrated photonics Sensors Life sciences Market Updates &
– Integrated photonics – Sensors – Life sciences – Market Updates & other reports
– SBIR and Plug & Play – Lobbying support – Export control revisions – AIM Photonics, BRIDG
– WORKinOPTICS.com – Exhibit and advertising discounts
Source: OIDA (2018).
4.5%
GDP Annual Growth at Market Prices (%)
Source: IMF World Economic Outlook (October 2018).
2-3% annual growth expected. Higher interest rates? “Hidden” unemployment also down. Oil prices are moderate. Dollar stronger.
Sources: (Bottom left) OIDA, December 2018. (Top right) U.S. Bureau of Labor Statistics, 3 December 2018.
Price of foreign currencies buying U.S. dollars (normalized to Q1 2012) U.S. Unemployment Rate (%)
0.0 0.2 0.4 0.6 0.8 1.0 1.2 I II III IV I II III IV I II III IV I II III IV I II III IV 2014 2015 2016 2017 2018 Yuan Euro Yen Gold (oz.)
Source: Mercator Institute for China Studies (March 2017)
Source: OIDA (2018).
Production (Normalized to 2013)
Source: OIDA (2017) from Laser Focus World magazine issues and World Bank data. “GDP” represents global growth in U.S. dollars. “Inflation” includes effects of U.S. dollar conversion rates.
5.7% CAGR 6.5% CAGR 2.9% CAGR
Top left: Largest OLED display at South Korea’s Incheon International Airport. Source: LG (2015) Top right: Samsung microLED wall display at CES 2018. Bottom right: ZTE Nubia X smartphone with dual displays.
Photo credits (clockwise from upper left): Google $1,500 Glass, Recon Instruments’ $599 Jet wearable computer for
system with helmet and “waveguide optical system,” Oculus VR $350 Rift Developer Kit for virtual reality games (company acquired by Facebook for $2B), Microsoft Hololens mixed reality headset, Second Sight $100,000 glasses with visual processing unit for patients with an epiretinal prosthesis.
Source: OIDA (2018) from company reports. Corning revenues for display + specialty glass segments.
Corning Revenues (US$ Billions) All Selected Display Supplier Revenues (US$ Billions)
Corning All Display
Source: Google. Data center in Mayes County, Oklahoma
14 Source: OIDA, from company reports.
15
Source: (Upper right) Atsushi Kanno, NICT (Japan) at OIDA workshop on Scalable Integrated Photonics for 5G and IoT (March 2018). (Lower right) Cruise Automation (2017). 1st generation Chevrolet Bolt design in San Francisco.
Sources: Samsung Galaxy A9 quad camera smartphone, Apple iPhone X, Light L16 camera using 16 cameras for $1,950.
Source: Boston Consulting Group (2015) via futurism.com.
Sources: (Top left) cabume.co.uk featuring 450mm wafer using MII and Xaar technology. (Bottom right) Fraunhofer IWS cutting 100 holes in 1.17 seconds.
Source: OIDA (2018)
Source: OIDA from company reports and Yahoo Finance.
U.S. Directed Energy BA1-BA3 Funding ($M)
Data source: U.S. government budget documents. All U.S. funding values represent fiscal years. Directed energy represents selected Air Force and MDA BA1-BA3 R&D programs. Top: Russian Peresvet VLK (Combat Laser Complex) mounted on truck, released by Russian Ministry of Defense (March 2018). Bottom: Counter-Unmanned Aircraft System (C-UAS) with laser-based weapon, released by China Ministry of National Defense (28 Nov 2017).
China demonstrated quantum key distribution over 32 trusted nodes along a 1,240-mile optical fiber route in September 2017.
China launched a satellite, called Micius, in August 2016 for a space-based quantum communication test bed. It reported a successful quantum communication links from China to Vienna via the satellite in June 2017.
Station Q Santa Barbara USC-Lockheed Martin Quantum Computation Center Investors include Bezos Expeditions, In-Q-Tel, and Goldman Sachs Frontiers Institute $50M to Dutch QuTech hub Denver Baltimore
Top left: OLED light from LG Display (2016). Bottom right: Old span of Oakland Bay Bridge.
Source: U.S. Dept. of Energy EERE, Solid-State Lighting 2017 Suggested Research Topics Supplement, Figure 2.7.
Source: 40 MWpeak floating photovoltaic plant in Anhui Province, China, using Hanwa Q CELLs. It was China’s largest floating PV plant at the time, with plans to build 70 MW and 150 MW plants in the same region. (pv- tech.org, July 2017)
Source: U.S. Department of Energy, Office of Energy Efficiency and Renewable Energy (2017), courtesy of the National Renewable Energy Laboratory, Golden Colorado.
Source: ams NanEyeM (100K pixels at 49 fps with 2m cable) and NanEyeXS (40K pixels at 55 fps).
OIDA estimates NIH funding for new biophotonics techniques is ~$100M/year.
Source: U.S. National Science Foundation (May 2018). Constant-dollar conversions based on GDP deflators from U.S. government budget, FY 2017.
Source: OIDA, from NIH budget documents.