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Consumer is the Holy 400G, by big cloud services and national
Grail of InP: Yole telecom operators requiring increased
fiber-optic network capacity.
LYON, France — The migration to With that in mind, the InP market, long
higher data rates, lower power con- dominated by datacom and telecom appli-
sumption within data centers, and the cations, is expected grow from $2.5 billion
deployment of 5G base stations will in 2021 to around $5.6 billion in 2027.
drive the development and growth of
optical transceiver technology in the Integrated sensing modules
coming years, according to a report OEMs are interested in removing the cam-
from the Yole Group. era notch on mobile phone screens and
integrating the 3D-sensing modules under
Indispensable building block OLED displays.
As an indispensable building block for
high-speed and long-range optical trans- In this context, they are considering mov-
ceivers, InP laser diodes remain the best ing to InP EELs (edge-emiting lasers) to
choice for telecom & datacom photonic ap- replace the current GaAs VCSELs . How-
plications. ever, such a move is not straightforward
from cost and supply perspectives.
This growth is driven by high volume
adoption of high-data-rate modules, above Yole Intelligence noted the first penetra-
tion of InP into wearable earbuds in 2021.
Apple was the first OEM to deploy InP
Power transistor sales (from 22) SWIR proximity sensors in its AirPods 3
family to help differentiate between skin
of a full-blown recession. The projected and other surfaces.
11% jump in the average selling price of
power transistors is the highest percent- Reduced to a pill shape
age increase since the 2010 recovery year This has been extended to the iPhone 14
from the 2009 downturn that was trig- Pro family. The leading smartphone player
gered by the 2007-2008 financial crisis. has changed the aesthetics of its premium
range of smartphones, the iPhone 14 Pro
ASP has grown family, reducing the size of the notch at
In 2020, the power transistor ASP in- the top of the screen to a pill shape.
creased 11% to about $0.24. Since then,
the average selling price has grown at a Traditional GaAs suppliers for Apple’s prox-
CAGR of 3.3% to slightly over $0.35 this imity sensors could switch from GaAs to
year. InP platforms since both materials could
share similar front-end processing tools.
Before the 8% increase in 2021 and the
expected 11% rise this year, the ASP of Yole Intelligence certainly expects to see
power transistors had grown at a CAGR new players entering the InP business as
of just 2.1% in the 10 years before the the consumer market represents high vol-
start of the global COVID-19 virus crisis in ume potential.
2020.
icinsights.com yolegroup.com
