LightCounting Market Research

🌟 Record-Setting #SC24 Blends High-Performance Computing and #AI 🚀 📑 You can now read SC24 - Supercomputing conference highlights from our analysts -- see link below. The #SC24, held in Atlanta, Georgia, during November 17-22, 2024, set a record for a second year running with over 18,000 attendees. Some 500 companies and organizations exhibited and for a quarter of the exhibitors, this was their first show. The prominent theme was artificial intelligence (#AI) and its influence on high-performance computing (#HPC), the traditional theme of the event. #AI is starting to be used to benefit #highperformancecomputing workloads executed on the largest #supercomputers. The AI marketplace now dwarfs the high-performance computing market. #GPUs are as key for supercomputers as they are for AI. #Photonics has a low profile at the SC conferences despite its importance in scaling supercomputers and #AIclusters. However, photonics had its strongest presence yet on the exhibition floor. #optics #optical #datacenter #networks #technews Roy Rubenstein Bob Wheeler https://lnkd.in/gea5AB67

🚀 Explore Issue 4 of #PICMagazine featuring 5 must-read articles delving into the latest advancements in photonic integrated circuits! 'Boosting satellite networks with flexible microwave photonics' by Sadoon Al-Obaidi, Charoula Mitsolidou & Ioana Mateciuc - LioniX International 🔗 https://lnkd.in/eznNc8ZF 'The evolving role of optics in AI clusters' by Vladimir Kozlov - LightCounting Market Research 🔗 https://lnkd.in/emGEjjmN 'Bringing cutting-edge photonics into the classroom' Interview: Kevin McComber - Spark Photonics Foundation 🔗 https://lnkd.in/e52DkG8d 'Advancing the semiconductorisation of photonic chip packaging' by Nikolaus Flöry & Valentin Strässle - vario-optics Sander Dorrestein & Taynara Oliveira - TNO 🔗 https://lnkd.in/eAZhBNE5 'PIC progress in the spotlight at the 50th ECOC' by Laura Hiscott - PIC Magazine & PIC International Conference 🔗 https://lnkd.in/ePahwp4d Want to read more articles like this? The latest industry news, video exclusives magazine archives and more! All available at https://lnkd.in/e6ydRj-N #PICMagazine #PICInternational #PhotonicIntegratedCircuits

LightCounting contributes article in the most recent edition of #PIC Magazine! 📰 🌟 The Evolving Role of #Optics in #AI #Clusters 🌟 ➡️Read the article here, page 20: https://lnkd.in/g2Tssre PIC Magazine & PIC International Conference, Vladimir Kozlov #optics #AI #datacenter

🌟 LightCounting updates forecast for #Optical #Sensors used in #Smartphone and #Automotive Markets 💹 Deployments of Optical Sensors by Chinese companies will return this market to growth Chinese #car manufacturers started to deploy #lidars on many of their models and scaled up production in 2022-2023. #HeSai and #RoboSense (the leading suppliers of lidars) are now publicly traded companies and they reported a steady ramp in lidar shipments for the last two years and for the first 9 months of 2024. However, steep price declines are limiting growth in sales. We expect that continuing price declines, combined with stabilizing demand, will lead to a decline in sales in 2025-2026. Lower sales of #lidars to automakers in Europe and North America will be another factor negatively impacting the market. Read more at the link below. Optical Sensors market report is now available at: https://lnkd.in/g2kvzS6Z #optics #optical #maketforecast #markets #technews #sensors #automotivemarket #selfdriving https://lnkd.in/g_Wv-HWw

🌟 LightCounting releases its November 2024 Access Optics Forecast Report 📈 Access optics sales to reach $2.9 billion by 2029 The optical access market – Fiber-to-the-X, fronthaul, and #backhaul – has always been cyclical, as operators deploy a new generation of technology every 4-6 years. #2024 marked a low point in the cycle for both #FTTx and #fronthaul, and also marked the ramp-up of newer Fiber-to-the-Room (#FTTR) technology in China. Fiber-to-the-Home #FTTH deployments hit a cyclical low point this year, as China’s deployment of #10G XGS-PON continues to wind down and U.S. operators are waiting for the promised broadband stimulus funding from the federal government. LightCounting expects sales in this segment to ramp up again over the next several years, as the B.E.A.D. funding starts to be realized, driving up #10GPON deployment in the #US, and #China begins deploying next generation #50GPON, which has been in operator trials for a few years now. Read more at the link below. Access Optics report is available at: https://lnkd.in/gHb-BK3Y #optics #opticalmarket #marketforecast #accessnetworks #PON #FTTH #FTTR #50G #optical https://lnkd.in/gZ_h-qye

How Long Will The Hyper Growth Last? 📢 LightCounting published October 2024 Market Forecast Report Sales of #400G and #800G #Ethernet #transceivers continue to exceed our expectations as the leading suppliers add capacity and numerous others are starting to offer 100G per lane products. We increased our #forecast for 2024 and expectations for #2025 are sky high. Ethernet transceivers are on track to grow by close to 60% in 2024. We are expecting the same growth for next year, but this forecast may prove to be conservative. We also increased our forecast for #AOCs and the wireless fronthaul market segment. Click on the link below to read more details and get your copy of the report at: https://lnkd.in/g66UC-Ju #optics #opticalcommunications #networks #marketforecast https://lnkd.in/gxUEdyRC

First signs of a #recovery in the #telecom market 💫 📢 LightCounting releases a research note on the early #financial #results for #Q3 2024 Early financial results for Q3 2024 suggest some stabilization in the broader market for networking equipment and components as #AI boom continued. Alphabet, Amazon, Apple, Meta, and Microsoft continued to spend significantly more in 2024 than in 2023, with their combined #spending increasing 59% year-over-year in Q3 2024. Most of these investments persistently go towards #AI #infrastructure: servers, #datacenters, and networking equipment which include #optical connectivity as well. Read more about Q3 2024 results and financial trends of the #CSPs, #equipment, #optical components, and #semiconductor segments of the communications industry: https://lnkd.in/gXFShbav https://lnkd.in/gXFShbav

❗Theme focus❗ Delivering more data: AI, machine learning and tomorrow's computing 📈 The ever-increasing demand for more data is pushing current computing infrastructure to its limits. How is the PIC industry innovating to meet that demand and to accelerate new computing paradigms? Presentations in this theme include: ⭐ iPRONICS ⭐ LightCounting Market Research Use code: EARLYBIRD for 10% off! Register here - https://lnkd.in/ddN3iyt 📆 7th - 9th April 2025 📍 Brussels, Belgium #PICInternationalConference #PIC #eventtech

🚀 Discover the Future of PIC Markets at PIC Summit Europe 2024! We are thrilled to introduce a phenomenal panel discussion that will explore what the PIC markets will look like in 2030! 💡 From Healthcare to Mobility, Agrifood, and Digital Infrastructure, PICs are posed to transform industries with functionalities in gas/liquid sensing, imaging, computation, and wired/wireless communication. 🌍 Explore the future of PICs with another lineup of our experts: 🔬 Peter van Arkel – As CTO of PhotonDelta, Peter brings extensive experience in R&D and ecosystem development, having led the Integrated Photonics Systems Roadmap (IPSR-I) for seven years. His leadership has driven key photonics projects, advancing the industry globally. 💡 Abdul Rahim – PhotonDelta’s Ecosystem Manager, Abdul is a seasoned expert in silicon photonics and former leader of ePIXfab - the European Silicon Photonics Alliance. He focuses on fostering collaboration and tracking tech trends to keep the industry innovative and competitive. 📊 Dr. Eric Mounier – With over 30 years in the semiconductor industry, Eric, Chief Analyst at Yole Intelligence, provides deep insights into emerging technologies like Quantum Computing and Silicon Photonics. His forecasts are essential in shaping the future of optical technologies. 🔭 Wim Bogaerts – As a professor at Photonics Research Group (Ghent University - imec), Wim has been pivotal in advancing silicon photonics and developing automation tools for circuits. Co-founder of Luceda Photonics, he pushes the boundaries of programmable photonics. 📚 Roy Rubenstein – With 30+ years in telecom and semiconductors, Roy is a leading voice in understanding optical transceivers and communication semiconductors. As a consultant at LightCounting Market Research and publisher of Gazettabyte, he continues to shape discussions on photonics' future. 🌍 Faisal Kamran – Principal Technology Analyst at Sony Electronics, Faisal merges biophotonics and sustainability expertise with strategic product design. His passion for innovation and sustainable growth makes him a key figure in future PIC developments. Although registration is now closed, you can pre-register for PIC Summit Europe 2025 to ensure you don’t miss out on the next wave of groundbreaking discussions and innovations! 🔗 Pre-register for 2025 here: https://lnkd.in/d2q62HA2 #PICSummitEurope2024 #Photonics #PIC2030 #Innovation #TechLeadership