Summary

この調査レポートは商用定位置向け屋外光空間通信回線市場を調査し、市場概況や2029年までの市場予測などを掲載しています。

10-Year Market Forecast

Free Space Optics (FSO) is a line-of-sight (LOS) technology that uses directed LEDs or Laser emitters, which provide optical bandwidth Transmitters and Receivers to link voice, video, and data intelligent transfer.  A single FSO link product often may incorporate multiple transmitters along with receiver/s to ensure adequate performance, in case of interference.

As the cost and other obstacles of deploying fiber optic cables or copper-based cables continue to increase, the product and deployment opportunities for FSO as well as other wireless communication link solutions improve.  Communication managers face the timely delays and cost comparison of utilizing a telecommunication leased-line versus the implementation of an FSO system, the flexibility of the FSO product-area may present an attractive communication link alternative.

Data throughput (transfer) rates are continuing to push up into the multi-gigabit region and optical communication use is increasing; therefore, the emphasis on low-cost, quickly deployed system solutions is encouraging to the FSO prospects.

This report provides the ElectroniCast market consumption forecast of outdoor transmitter/receiver pairs used in terrestrial outdoor fixed-location (stationary) FSO   commercial links; therefore, government-based Defense/Homeland Security or aircraft/spacecraft, space or Earth-to-Space use, as well as Inside-the-building links, are not included.

FSO devices, which are placed at a window inside of a building, but directed outside, for outdoor links, are included in the forecast.  Only the FSO Function of FSO/RF Hybrid Products is included in market data.

Cover Image Credit: The Institution of Engineering and Technology

The market data in this report does not include all of the other parts that compose of the entire FSO system equipment, such as the mounting brackets, external mux/demux, drivers, switches, amplifiers, wire/connectors, installation/service, etc.   
    
FSO communication links require at least two separate transmitter/receiver pair units; for example - one T/R pair unit at point ¨A¨ and another T/R pair unit at point ¨B¨.

The analysis and forecast are presented for FSO Transmitter/Receiver (pair) link devices, segmented by distance and data-rate throughput.  The forecast for each selected FSO link device, in turn, is segmented by geographic region:

• America (North America, Central and South America)
• EMEA (Europe, Middle Eastern countries, plus Africa)
• APAC (Asia Pacific)

The market forecast data are segmented by the following functions:

• Consumption Value (US$, million)
• Quantity (number/units)
• Average Selling Prices (ASP $, T/R Pair)

Market Data Category List by Distance/Meters and by Throughput/Mbps

• 1000 Meters (1 km) or Less
  • 1 Gbps or Lower
  • Higher Than 1 Gbps
• More Than 1000 Meters (1 km)
  • 1 Gbps or Lower
  • Higher Than 1 Gbps

Research Methodology

Market analysis and technology forecasting are complex tasks. Any predictions of the shape and trends of technology and economic movement start from the notion that the germ of what will be important tomorrow is present, although smaller or larger or in a different form, in our environment today. However, taking as a basis for a prediction the assumptions of current, conventional belief creates a set of preconceived notions that can lead to serious mistakes. ElectroniCast, instead, looks to the basic driving forces.  The future market for a particular type of optical wireless product category depends on a number of factors, including:

• ?User equipment demand (telecommunication, data network, military/ aerospace and instrumentation) for optoelectronics (receivers, transmitters, transceivers), passive optical components (couplers/splitters, isolators, DWDM components and others (connectors and of cable).
• The continuing trend of digital machines to higher speed and complexity, with increasing performance/cost ratio, driving an economics-based expansion of their use.
• Displacement of previous transmission technologies, such as copper lines and microwave, by fiber optics, based on economic advantage and technology advancement.
• Possible displacement of these transmission technologies by other solutions, such as wireless/cellular and digital direct broadcast satellite (DBS and VSAT).
• Installation costs of wireless and wire-line networks or links.
• Costs relative to licensing and Right-of-Way concerns
• Shifts in the types and technologies of fiber optic/photonic components deployed, including discrete optoelectronics evolving to hybrid, evolving in turn to monolithic, and in their end applications.
• Trends in world economies, regional economies and government policies.

INFORMATION BASE

This study is based on analysis of information obtained continually over the past several years, but updated through mid-September 2020.  During this period, ElectroniCast analysts performed primary research interviews with authoritative and representative individuals in the fiber optics industry plus telecommunications, datacom, military/aerospace and other communication industries, instrumentation/laboratory - R&D and factory/manufacturing, from the standpoint of both suppliers and users of communication link products. The interviews were conducted principally with:

• Engineers, marketing personnel and management at manufacturers of free space optics (FSO) system equipment, components and support equipment, as well as laser diodes and photodiodes, application-specific ICs, packages and cables, substrate materials, optical waveguide and other components used in the fabrication of optoelectronic transceivers, cable assemblies and installation apparatus
• Design group leaders, engineers, marketing personnel and market planners at major users and potential users of cable, cable assemblies, connectors, installation apparatus, passive devices and transceivers, such as telecommunication transmission, switching and distribution equipment producers, data communications equipment producers (switches, hubs, routers), computer and workstation producers, weapon system, aircraft and spacecraft electronic equipment producers, optical instrumentation system producers and others.
•  Other industry experts, including those focused on standards activities, trade associations, and investments.

The interviews covered issues of technology, R&D support, pricing, contract size, reliability, documentation, installation/maintenance crafts, standards, supplier competition and other topics.

Customers also were interviewed, to obtain their estimates of quantities received and average prices paid, as a crosscheck of vendor estimates. Customer estimates of historical and expected near term future growth of their application are obtained. Their views of use of new technology products were obtained.
 
The analyst then considered customer expectations of near-term growth in their application, plus forecasted economic payback of investment, technology trends and changes in government regulations in each geographical region, to derive estimated growth rates of quantity and price of each product subset in each application. These forecasted growth rates are combined with the estimated baseline data to obtain the long-range forecasts at the lowest detailed level of each product and application.

Coronavirus Adjustment         September, 2020 - The coronavirus pandemic remains a grave concern throughout the world. In many countries, all “non-essential” businesses are closed, employment is affected by quarantine of the public. However, over the last few weeks some governments have eased the quarantine status. Depending on political, economic, health and several other consideration factors, some restrictions could be extended several more months.  Because of the impact on production, sales, shipment and implementation (and other) caused by the negative effects of the coronavirus (COVID-19), we forecast a slowdown or negative movement in consumption in 2020 and a sluggish recovery for one or more years.

A full review of published information was also performed to supplement information obtained through interviews. The following sources were reviewed:

• Professional technical journals and papers
• Trade press articles
• Technical conference proceedings
• Product literature
• Company profile and financial information
• Additional information based on previous ElectroniCast market studies
• Personal knowledge of the research team.

In analyzing and forecasting the complexities of regional markets for optical wireless products, it is essential that the market research team have a good and a deep understanding of the technology and of the industry. ElectroniCast members who participated in this report were qualified.

Bottom-up Methodology     ElectroniCast forecasts are developed initially at the lowest detail level, then summed to successively higher levels.

The background market research focuses on the amount of each selected data-rate capability range within each selected distance capability range of product used in each Region in the base year (2019), and the prices paid. This forms the base year data. ElectroniCast analysts then forecast the growth rates in component quantity use in each product category, along with price trends, based on competitive, economic and technology forecast trends, and apply these to derive long term forecasts at the lowest application levels. The usage growth rate forecasts depend heavily on analysis of overall end user trends toward digital broadband communication equipment usage and economic payback (see Figure 1).

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Table of Contents

Table of Contents

Introduction        1
Free Space Optics: Market Forecast by Region        4
Free Space Optics: Market Forecast by Link Length          6
Free Space Optics: Market Forecast by Data-Rate and Distance    8
Line of Sight Challenges           10
Hybrid FSO/RF Link            10
Common Use of Free Space Optic Links        12
Market Acceptance of Free Space Optics       13
Mobile Telecommunications Fronthaul and Backhaul        13
Alternative Technical Redundancy           14
Emitter Choices         15
Pros/Cons of FSO Implementation            16
FSO Architectures (Point-to-Point, Mesh, Point-to-Multi-Point)     17
Free-Space Optics Link Examples            18
Enterprise Networks         19
High Speed Networks        19
Internet Backbone Driving Factors            23
Technology Life Cycle         25
Profiles of Selected FSO Companies/Brands - Introduction    26
Anova Financial Networks (Celeras LTS)       28
BridgeComm, Inc.         31
Cailabs        32
Communication by Light (CBL)           34
EC System International           36
fSONA Networks Corporation and Blutec Systems          39
Harris Corporation / L3Harris Technologies, Inc. (TALON)     40
JV-Labs.EU s.r.o. (RedStar)          42
Koruza - IRNAS - Fabrikor          44
Laser Light Communications, LLC            47
LaserOptronics and AIRLINX Communications, Inc.         48
LightPointe Communications           49
Mostcom (ARTOLINK) and Ryazan State Instrument-Making Enterprise (RSIE)        52
Optical Wireless Broadband (OWB) and CJ Communications (CJ COM)      54     
Polewall AS          56
TrellisWare Technologies, Inc           61
Trimble Inc. (GeoDesy)         63
Wireless Excellence (CableFree)            65
Competitive Market Share Estimates (2019) - Selected Companies      67
Research Methodology Explanation           68
Coronavirus Adjustment Explanation            71
Global Summary and Regional Market Forecast (Excel Worksheet Format)        73
Global Market Forecast:    Average Selling Price; Quantity/Units; Consumption Value (2019-29)    74
America Market Forecast: Average Selling Price; Quantity/Units; Consumption Value (2019-29)    75
EMEA Market Forecast:    Average Selling Price; Quantity/Units; Consumption Value (2019-29)    76
APAC Market Forecast: Average Selling Price; Quantity/Units; Consumption Value (2019-29)    77

List of Tables

Market Data Category List by Distance/Meters and by Throughput/Mbps     3
FSO Links in Non-Military/Aerospace Global Market Forecast, By Region ($ Million)        4
FSO Links in Non-Military/Aerospace Global Market Forecast, By Distance ($ Million)        7
FSO Links in Non-Military/Aerospace Global Market Forecast, By Distance (Quantity)        7
FSO 500 Meters or Less (Non-Military/Aerospace) Forecast, By Data-Rate        8
FSO More Than 500 Meters (Non-Military/Aerospace) Forecast, By Data-Rate        9
Common Use of Free Space Optic Links        12
Free Space Optic Solutions: Pros and Cons       16
Migration or Upgrade Scenarios to Gigabit Ethernet        20
Free Space Optics Products (Features)           36
Product Offering with Specifications            52
2019 Competitive Market Share (%) Estimates - Selected Companies     67
Global Market Forecast: Average Selling Price; Quantity/Units; Consumption Value (2019-29)    73
America Market Forecast: Average Selling Price; Quantity/Units; Consumption Value (2019-29)    74
EMEA Market Forecast: Average Selling Price; Quantity/Units; Consumption Value (2019-29)    75
APAC Market Forecast: Average Selling Price; Quantity/Units; Consumption Value (2019-29)    76

List of Figures

Free Space Optics (FSO) - How it Works        2
Hybrid FSO/RF Link         11
FSO Architectures         17
FSO Deployment Example           18
Evolution of Research Emphasis During Technology Life Cycle    25
Laser Transport System           29
Millimeter Wave and Free Space Optics Frequency System     30
Beam Shaping Technology           33
Free Space Optics           34
Free Space Optics (2,048 Mbit/s)           35
Free Space Optics 10 Gigabits           37
Free Space Optics 10 Gigabits - Installed on Telecommunications Tower        38
FSO Installed on Rooftop           39
Tactical Line-of-Sight Optical Communications Network         41
Free Space Optics           43
Free Space Optics           45
Free Space Optics - Installation        46
All Optical Space-to-Earth Data Distribution        47
Carrier-Grade Gigabit Capacity/4-Beam Auto-Tracking FSO Link     50
FSO Transmit/Receive Unit Components         53
FSO Unit        55
Small Foot Print FSO Unit          56
Stackable Point-to-Point FSO for Fixed Broadband Service Providers      59
FSO - Homes Connected           60
FSO Modem        61
FSO Modem Performance Illustration            62
FSO System (2000-5000 meters)            64
Free Space Optics - FSO          66
ElectroniCast - Market Research & Forecasting Methodology    70