Schedule subject to change.

Wednesday, March 2, 2022
9:00 AM - 9:45 AM (EST)

There is light at the end of the tunnel. Is it from an oncoming train? This presentation by Dr. Anirban Basu supplies economic data and analysis juxtaposing the pre-pandemic and pandemic world, and then supplies a forecast for the post-pandemic one. Among the areas of focus are labor markets, financial markets, real estate, construction, consumer spending, business investment, international trade, and government finances.

Anirban Basu, PhD

Session Sponsored by:

9:45 AM - 10:15 AM (EST)

As global economies recover, the impact of the pandemic on industrial laser markets has been decidedly mixed, depending on application and geographic region, with the overall impact being much less devastating than first feared. Despite Covid-19, the overall global demand for industrial lasers rose 2% in 2020, spurred by sales of low-cost kW-class fiber lasers in China and pulsed laser for microprocessing. Dr. Mayer will provide an analysis of this data and of the global markets for industrial lasers and laser systems, and he will discuss recent trends and opportunities in these markets.

Arnold Mayer, PhD
10:15 AM - 11:05 AM (EST)

Dynamism, decoupling, opportunity, and uncertainty all remain familiar terms when thinking about Chinese laser markets. Bo Gu will again walk us through our annual review of the Chinese laser industry and examine new developments in the relationships of China with the the US and European countries. He will help us understand what photonics companies should be aware of in dealing with China in terms of critically impactful but uncertain geopolitics, and he will provide the official data about laser market developments from the Chinese Optical Society.

Bo Gu, PhD
11:05 AM - 12:05 PM (EST)

The global pandemic is still raging and geopolitical turmoil abounds, and yet some economic markets are recovering strongly: how should companies in the photonics ecosystem think about responding to these events and making short- or long-term plans? Our panelists—all with deep understanding of global markets and varying perspectives—will discuss these questions and engage with the audience on important issues.

Moderator:  Peter Fretty


Bo Gu, PhD Anirban Basu, PhD John Lincoln, PhD Ralf Kimmel



12:35 PM - 1:00 PM (EST)

Jennifer O’Bryan will present on the latest changes to international government policy and investments affecting the optics and photonics community. Import, export, and foreign investment policy, as well as global trends in R&D investments will be among the topics she will discuss.

Jennifer Douris O'Bryan
1:00 PM - 1:50 PM (EST)

Scott Keeney will talk with Editor in Chief Peter Fretty about nLight’s role as a leader in global laser markets, including his views on important new trends impacting these markets, the competitive landscape for laser and photonics manufacturers, the opportunities for new technologies and products, and, the impact of Covid-19. They will also cover subjects such as nLight’s long-term growth strategy, including acquisitions and global markets.

Peter Fretty Scott Keeney
1:50 PM - 2:15 PM (EST)

Although the laser market has steadily increased since the 1970s, innovation and revenue growth have slowed over the past decade. But the sector may now be on the cusp of a new age of innovation in which lasers are increasingly combined with optics and sensors to enable even more sophisticated applications. These integrated devices, many of which are still in development in a number of industries, could not only put the laser market back on a high-growth trajectory but also become the main source of value. To help photonics-industry stakeholders evaluate the opportunities ahead, McKinsey & Co. assessed recent developments and focused on the unique capabilities these integrated technologies can provide. Nick Santhanam, formerly a senior partner at McKinsey and an author of the study, will provide new data for these hard-to-quantify markets, and will show that industry stakeholders have are recognizing these advantages and are quickly moving to broaden the technological capabilities of their companies through mergers, acquisitions, and strategic partnerships. Investors too are taking heed.

Nick Santhanam

Session presented by:

2:15 PM - 3:00 PM (EST)

In 2020, lidar in advanced driver assistance systems (ADAS) represented 1.5% of the automotive and industrial lidar market. This ADAS proportion is expected to reach 41% in 2026 with a 111% CAGR, reaching a market size of $2.3 billion. To address this market, more than 80 lidar companies have been established. Many of them have bet on new technologies, which has resulted in high technological diversity. However, despite this diversity, the oldest technologies still represent most design wins for the automotive industry. This presentation by Pierrick Boulay from market research firm Yole Développement will give a complete analysis of lidar technologies used for ranging and imaging, automotive integration, software challenges, and components used for light emission and photodetection. It will also give an overview of the lidar ecosystem and a deeper view on automotive integration.

Pierrick Boulay
3:00 PM - 4:10 PM (EST)

All of our panelists have leadership roles in photonics companies that have undergone several transitions on their paths to building profitable, growing firms from small, bootstrapped origins. Some have moved from components to adding full systems solutions; all have added multiple sites to their operations; many have been part of making acquisitions or being acquired. Our goal in this session is get their advice for navigating the issues SME photonics firms face because they lack the infrastructure and capital bases of large firms. A few of our questions: How to choose new applications or market sectors? How to address customer and competitive cost pressures? How to maintain, add, pivot employee resources and enhance satisfaction? How to manage supply chain risks? How to think about funding, M&A, or joint venture opportunities?

Moderator: John Dexheimer


Jennifer Cable Debbie Gustafson Seppo Orsila Wilhelm Kaenders, PhD
Thursday, March 3, 2022

In this presentation, Kalyspo's Director of Industrial High Tech Sector Jeff Miller will summarize the most significant supply chain challenges from the perspectives of participants across the supply chain continuum. Miller will then present some of the innovative ways companies and their trade partners (customers and suppliers) can address those challenges.

Jeff Miller
9:00 AM - 9:25 AM (EST)

Looking beyond the numbers provided by Kearnsy, Deloitte and Spectaris, Laser Focus World Editor in Chief Peter Fretty will provide an overview and insights into the trends occurring within the global photonics market. He will also unsurface nuggets of information that can help guide decision-making as photonics leaders formulate strategies going forward.

Peter Fretty
9:25 AM - 9:55 AM (EST)

In this session, Accenture's Semiconductor group will talk about the challenges within semiconductor industry today, what it means for the photonics industry, and what they can expect over the next few years.

Arjun Krishnan