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市場調查報告書

商品編碼

1459347

全球矽光子市場 - 2024-2031

Global Silicon Photonics Market - 2024-2031

出版日期: 2024年04月03日 | 出版商:

DataM Intelligence | 英文 206 Pages | 商品交期: 約2個工作天內

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簡介目錄

概述

全球矽光子市場2023年達到16億美元，預計2031年將達114億美元，2024-2031年預測期間複合CAGR為27.9%。

與傳統的銅基互連相比，矽光子具有多種優勢，例如功耗更低、資訊速率更高以及抗電磁干擾能力。這些優點使矽光子成為需要高性能、可靠和節能資料傳輸的應用的有吸引力的選擇。

在全球範圍內，主要參與者不斷推出的產品有助於推動預測期內的市場成長。例如，2022 年 6 月 6 日，OpenLight 推出了品牌識別和技術組合，推出了世界上第一個具有整合雷射的開放式矽光子平台。 OpenLight 的平台旨在加快數據通訊、電信、雷射雷達、醫療保健、高效能運算、人工智慧和光運算等應用的高性能光子積體電路(PIC) 的創建，提供了新程度的雷射整合和可擴展性。塔爾PH18DA生產流程的鑑定和可靠性評估表明，該技術是可靠的。

由於政府對矽光子學的舉措不斷增多，有助於推動預測年度的區域市場成長，亞太地區成為市場的主導地區。例如，2023 年 10 月 27 日，印度啟動了光子晶片開發計畫。 CPPICS 致力於自給自足，透過新創公司促進產品商業化，並提供重要培訓以在未來五年內支援印度的 PIC 製造生態系統。 CPPICS 正在組成聯盟，例如與班加羅爾的 Si2 Microsystems 合作，為矽光子處理器核心提供尖端的系統級封裝解決方案。

動力學

不斷成長的網路流量

由於網路流量的增加，資料中心營運商正在為其基礎設施建立更多空間，以滿足社交網路、雲端運算、串流視訊、電子商務和線上服務等數位應用不斷成長的需求。矽光子技術實現的高速光學互連、交換器和收發器可實現資料中心建築物內部和之間的有效資料傳輸，滿足當代資料中心的可擴展性和效能需求。希望可擴展、按需存取電腦資源、儲存和應用程式的企業組織和個人正在推動雲端運算服務使用的持續成長。矽光子技術使雲端資料中心和最終用戶之間快速可靠的通訊成為可能，這對於雲端伺服器、儲存陣列和網路設備之間的連接至關重要。

根據即時資料分析收集的資訊，超過60%的網站流量來自行動裝置。 92.3% 的網路使用者透過行動裝置存取網路。目前全球有43.2億個行動上網用戶。非洲行動裝置上網流量佔比最大，約佔69.13%。到 2025 年，全球 5G 連線數將超過 10 億。網路普及率的增加有助於推動矽光子市場的成長。

資料中心對矽光子學的需求不斷成長

為了處理大資料流量並實現雲端運算、巨量資料分析、人工智慧 (AI) 和其他資料密集型應用，資料中心需要高速和高頻寬通訊系統。矽光子技術可實現跨光學互連的超快速資料傳輸，提供當代資料中心運作所需的速度和容量。 Silicon Photonics 提供光收發器、偵測器、多工器和其他元件，作為資料中心的有效光連接解決方案。

矽光子技術的節能運作已廣受認可，對於想要降低功耗、冷卻成本和對環境影響的資料中心來說至關重要。基於矽光子的光學互連比傳統的銅基互連消耗更少的能源，這有助於資料中心更環保地運作並降低能耗。資料中心需要可擴展且密集的連接解決方案，以適應不斷成長的資料量、虛擬化和伺服器整合。矽光子技術可實現緊湊且可擴展的光學模組，從而實現更高的端口密度、提高空間利用率並簡化資料中心環境中的佈線基礎設施。

初始投資高

新玩家進入矽光子市場的最大障礙之一是高昂的進入成本，特別是對於新創公司和中型公司而言。這些公司難以獲得研發、生產設施、工具和員工所需的資金。因此，他們將更難與行業領導者競爭並創造新穎的產品。由於初始支出昂貴，矽光子市場整體擴張速度較慢。

由於投資新項目或增加產量有財務風險，企業對此猶豫不決。保守態度阻礙了矽光子技術在一系列領域和應用中的採用，並減緩了市場成長率。公司用於研發和創新的能力可能會受到大量初始投資的財務成本的限制。這種限制減緩了矽光子技術的發展速度，並推遲了有潛力擴大市場並滿足不斷變化的消費者需求的新產品、功能和特性的發布。

Silicon photonics offers several advantages over conventional copper-based interconnects such as less power usage, greater information rates and immunity to electromagnetic interference. The advantages make silicon photonics an attractive choice for applications requiring high-performance, reliable and energy-efficient data transmission.

Globally, growing product launches by the major key players help to boost market growth over the forecast period. For instance, on June 06, 2022, OpenLight, launched a brand identity and technology portfolio to usher in the world's first open silicon photonics platform with integrated lasers. Intending to speed up the creation of high-performance photonic integrated circuits (PICs) for applications such as datacom, telecom, LiDAR, healthcare, HPC, AI and optical computing, OpenLight's platform offers a new degree of laser integration and scalability. Qualification and reliability evaluation of Tower's PH18DA production process have shown that the technology is reliable.

Asia-Pacific is the dominating region in the market due to the Growing government initiatives for silicon photonics helping to boost regional market growth over the forecast year. For instance, on October 27, 2023, India, launched Photonic Chips Development Effort. CPPICS seeks to achieve self-sufficiency, promote product commercialization through startups and offer crucial training to support the PIC manufacturing ecosystem in India during the next five years. CPPICS is forming alliances, such as cooperation with Bangalore's Si2 Microsystems, to offer cutting-edge System-in-a-Package solutions for silicon photonic processor cores.

Dynamics

Growing Internet Traffic

Due to a rise in internet traffic, data center operators are building more space for their infrastructure to meet the growing need for digital applications such as social networking, cloud computing, streaming video, e-commerce and online services. High-speed optical interconnects, switches and transceivers made possible by silicon photonics technology enable effective data transfer both inside and between data center buildings, meeting the scalability and performance demands of contemporary data centers. Businesses organizations and individuals wishing scalable, on-demand access to computer resources, storage and applications are driving the continued growth in the usage of cloud computing services. Fast and dependable communication between cloud data centers and end-users is made possible by silicon photonics technology, which is essential to the connections between cloud servers, storage arrays and networking equipment.

According to information gathered through live data analysis, over 60% of website traffic comes from mobile devices. 92.3% of internet users receive their internet via a mobile device. There are currently 4.32 billion mobile internet users globally. The proportion of internet traffic via mobile devices is greatest in Africa which accounted for around 69.13%. There are around over 1 billion 5G connections globally by 2025. The increase in the adoption of the internet helps to boost the market growth of silicon photonics.

Growing Demand for Silicon Photonics in Data Centre

To handle large data traffic and enable cloud computing, big data analytics, artificial intelligence (AI) and other data-intensive applications, data centers require high-speed and high-bandwidth communication systems. Ultra-fast data transfer across optical interconnects can be made possible by silicon photonics technology, offering the speed and capacity required for contemporary data center operations. Optical transceivers, detectors, multiplexers and other components are available from Silicon Photonics as effective optical connection solutions for data centers.

The energy-efficient operation of silicon photonics technology is well recognized and it is essential for data centers that want to lower their power consumption, cooling costs and impact on the environment. Silicon Photonics-based optical interconnects consume less energy than conventional copper-based interconnects, which helps data centers operate more environmentally friendly and with reduced energy consumption. Data centers require scalable and dense connectivity solutions to accommodate increasing data volumes, virtualization and server consolidation. Silicon Photonics enables compact and scalable optical modules, enabling higher port densities, improved space utilization and simplified cabling infrastructure in data center environments.

High Initial Investment

One of the biggest obstacles to entry for new players in the Silicon Photonics market is the high entrance cost, especially for startups and medium-sized companies. The companies have trouble obtaining the funding needed for R&D, production facilities, tools and staff. As a result, it will be more difficult for them to compete with industry leaders and create novel products. The market of silicon photonics expands more slowly overall due to the expensive initial spending.

As there are financial risks associated with investing in new projects or increasing output, companies are hesitant about doing so. The conservative attitude impedes the adoption of Silicon Photonics technology across a range of sectors and applications, as well as slows down market growth rates. Companies' capacity to spend on R&D and innovation could be limited by the large initial investment's financial cost. The constraint slows the rate of technical development in Silicon Photonics and postpones the release of new products, functionalities and features that have the potential to expand the market and satisfy changing consumer needs.

Segment Analysis

The global silicon photonics market is segmented based on product, component, waveguide, application and region.

Growing Adoption of Silicon Photonics in Telecommunication Application

Based on the Application, the Silicon photonics market is segmented into Data Centers and High-performance computing, Telecommunication, Military, Defense & Aerospace, Medical and Life Science and Others.

Telecommunication networks need to have the capacity able to transmit data at high speeds to fulfill the growing need for data-intensive services like cloud computing, video streaming, online gaming and virtual meetings. Silicon photonics technology is excellent for telecommunication infrastructure because it offers optical interconnects, transceivers and other components that enable high-speed data transfer over great distances with minimal latency.

The adoption of 5G networks helps to boost the demand for silicon photonics technology in the telecommunications industry. As a way to enable sophisticated services like the Internet of Things, autonomous vehicles, augmented reality and 5G technology requires a highly rapid, low-latency communication infrastructure. The front-haul or back-haul and optical interconnects needed for 5G infrastructure are all made possible by Silicon Photonics. To manage enormous data traffic and cloud services, phone companies and data center operators are expanding the capacity and connectivity of their networks. Silicon photonics technology enables high-capacity data center interconnects (DCIs) with lower electrical consumption, a smaller footprint and greater bandwidth, increasing the efficiency and performance of data center networks.

Geographical Penetration

Asia-Pacific is Dominating the Silicon Photonics Market

The adoption of digital technology is accelerating across a range of industries in technologies. For these digital ecosystems, silicon photonics is needed to provide relationships, optical networking and high-speed data transmission. The demand for Silicon Photonics solutions is being driven by the implementation of 5G networks in Asia-Pacific countries. Silicon Photonics offers the optical interconnects and components needed for 5G base stations and data center interconnects. 5G technology needs high-speed, low-latency communication systems. Silicon Photonics has grown in the area due to its transition to 5G.

The growth and construction of data centers are growing in the Asia-Pacific to accommodate the region's expanding demands for online applications and digital services. Silicon photonics is the foundation for both data center interconnects and high-capacity connections within data centers. Silicon Photonics is being embraced by the data center sector due to the need for reasonable, high-bandwidth optical solutions.

Competitive Landscape.

The major global players in the market include AIO Core Co. Ltd., FormFactor, Polariton Technologies AG, SCINTIL Photonics, STMicroelectronics, FUJITSU, EFFECT PHOTONICS, RONOVUS, NKT Photonics A/S and Intel Corporation.

COVID-19 Impact Analysis

Global supply chains for semiconductor raw materials, parts and machinery required in Silicon Photonics manufacture, have been knocked off balance by the epidemic. Vendors of silicon photonics have longer lead times, shortages of supplies and manufacturing delays as a result of factors including shipping constraints, facility closures and logistical challenges. Lockdowns, social distancing rules and staff interruptions presented operating issues for several Silicon Photonics producers. Production facilities' total production efficiency and output levels were impacted by the implementation of security measures, capacity decreases and manufacturing process adjustments.

The pandemic changed consumer demand for silicon photonics products in a variety of business sectors. Some industries, including consumer electronics and aerospace, came across lower demand and postponed projects, while industries like data centers, telecommunications and healthcare experienced a surge in demand for digital infrastructure, remote services and high-speed connections. The growing demand for Silicon Photonics solutions that offer cloud computing, virtual meetings, high-speed data transfer and telecommunication services has been driven by the pandemic-related trend towards distant work and a higher reliance on technological advances.

Russia-Ukraine War Impact Analysis

The conflict between Ukraine and Russia damages the supply chains for the components and semiconductor materials required to manufacture silicon photonics. Major key players in silicon photonics experience shortages and higher prices as a result of disruptions in these supply chains. The dispute leads to geopolitical tensions and uncertainty that affect global trade, investment and stability in the markets. Organizations in the silicon photonics sector encounter difficulties with trade restrictions, tariffs, export-import laws and political unrest that have an impact on their business operations, alliances and plans for growing their customer base.

The demand for Silicon Photonics products is impacted by geopolitical conditions, especially in areas where war or instability is immediately experienced. The demand from sectors including consumer electronics, data centers, healthcare and telecommunications may fluctuate due to economic uncertainty and disruptions, which would affect Silicon Photonics suppliers' sales and revenue growth.

By Product

Transceivers
Variable Optical Attenuators
Switches
Cables
Sensors
Others

By Component

Lasers
Modulators
Photo Detectors

By Waveguide

400-1,500 NM
1,310-1,550 NM
900-7000 NM

By Application

Data Centers and High-performance computing
Telecommunication
Military
Defense & Aerospace
Medical and Life Science
Others

By Region

North America
- U.S.
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Spain
- Rest of Europe
South America
- Brazil
- Argentina
- Rest of South America
Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific
Middle East and Africa

Key Developments

On October 21, 2023, IIT Madras launched the Centre of Excellence for Silicon Photonics in collaboration with MeitY. The objective of the Silicon Photonics Centre of Excellence, Centre for Programmable Photonic Integrated Circuits and Systems (Silicon Photonics CoE-CPPICS) is to drive product commercialization through startups while achieving self-sufficiency within the next five years.
On October 02, 2023, DustPhotonics, announced Industry-First Merchant 800G Silicon Photonics Chip for Hyperscale Data Centers and AI Applications. The 800G PIC is a single-chip solution that can be used for both DR8 and DR8+ applications. It offers an aggregate bandwidth of 800Gb/s over 8 separate optical channels that are modulated at 100Gb/s.
On October 13, 2023, Enosemi, launched a committed commercial license to key silicon photonics design IP created by Luminous Computing. An experienced executive team with exceptional knowledge in silicon photonics, analog mixed signal, lasers, control, packaging and system hardware oversees Enosemi.

Why Purchase the Report?

To visualize the global silicon photonics market segmentation based on product, component, waveguide, application and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of silicon photonics market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as excel consisting of key products of all the major players.

The global silicon photonics market report would provide approximately 70 tables, 68 figures and 206 Pages.

Target Audience 2024

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1.Methodology and Scope

1.1.Research Methodology
1.2.Research Objective and Scope of the Report

2.Definition and Overview

3.Executive Summary

3.1.Snippet by Product
3.2.Snippet by Component
3.3.Snippet by Waveguide
3.4.Snippet by Application
3.5.Snippet by Region

4.Dynamics

4.1.Impacting Factors
- 4.1.1.Drivers
  - 4.1.1.1.Growing Internet Traffic
- 4.1.2.Growing Demand for Silicon Photonics in Data Centre
- 4.1.3.Restraints
  - 4.1.3.1.High Initial Investment
- 4.1.4.Opportunity
- 4.1.5.Impact Analysis

5.Industry Analysis

5.1.Porter's Five Force Analysis
5.2.Supply Chain Analysis
5.3.Pricing Analysis
5.4.Regulatory Analysis
5.5.Russia-Ukraine War Impact Analysis
5.6.DMI Opinion

6.COVID-19 Analysis

6.1.Analysis of COVID-19
- 6.1.1.Scenario Before COVID
- 6.1.2.Scenario During COVID
- 6.1.3.Scenario Post COVID
6.2.Pricing Dynamics Amid COVID-19
6.3.Demand-Supply Spectrum
6.4.Government Initiatives Related to the Market During Pandemic
6.5.Manufacturers Strategic Initiatives
6.6.Conclusion

7.By Product

7.1.Introduction
- 7.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 7.1.2.Market Attractiveness Index, By Product
7.2.Transceivers*
- 7.2.1.Introduction
- 7.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3.Variable Optical Attenuators
7.4.Switches
7.5.Cables
7.6.Sensors
7.7.Others

8.By Component

8.1.Introduction
- 8.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 8.1.2.Market Attractiveness Index, By Component
8.2.Lasers*
- 8.2.1.Introduction
- 8.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3.Modulators
8.4.Photo Detectors

9.By Waveguide

9.1.Introduction
- 9.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Waveguide
- 9.1.2.Market Attractiveness Index, By Waveguide
9.2.400-1,500 NM*
- 9.2.1.Introduction
- 9.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3.1,310-1,550 NM
9.4.900-7000 NM

10.By Application

10.1.Introduction
- 10.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.1.2.Market Attractiveness Index, By Application
10.2.Data Centers and High-performance computing*
- 10.2.1.Introduction
- 10.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
10.3.Telecommunication
10.4.Military
10.5.Defense & Aerospace
10.6.Medical and Life Science
10.7.Others

11.By Region

11.1.Introduction
- 11.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 11.1.2.Market Attractiveness Index, By Region
11.2.North America
- 11.2.1.Introduction
- 11.2.2.Key Region-Specific Dynamics
- 11.2.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 11.2.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 11.2.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Waveguide
- 11.2.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.2.7.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.2.7.1.U.S.
  - 11.2.7.2.Canada
  - 11.2.7.3.Mexico
11.3.Europe
- 11.3.1.Introduction
- 11.3.2.Key Region-Specific Dynamics
- 11.3.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 11.3.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 11.3.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Waveguide
- 11.3.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.3.7.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.3.7.1.Germany
  - 11.3.7.2.UK
  - 11.3.7.3.France
  - 11.3.7.4.Italy
  - 11.3.7.5.Spain
  - 11.3.7.6.Rest of Europe
11.4.South America
- 11.4.1.Introduction
- 11.4.2.Key Region-Specific Dynamics
- 11.4.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 11.4.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 11.4.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Waveguide
- 11.4.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.4.7.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.4.7.1.Brazil
  - 11.4.7.2.Argentina
  - 11.4.7.3.Rest of South America
11.5.Asia-Pacific
- 11.5.1.Introduction
- 11.5.2.Key Region-Specific Dynamics
- 11.5.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 11.5.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 11.5.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Waveguide
- 11.5.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.5.7.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.5.7.1.China
  - 11.5.7.2.India
  - 11.5.7.3.Japan
  - 11.5.7.4.Australia
  - 11.5.7.5.Rest of Asia-Pacific
11.6.Middle East and Africa
- 11.6.1.Introduction
- 11.6.2.Key Region-Specific Dynamics
- 11.6.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 11.6.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 11.6.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Waveguide
- 11.6.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

12.Competitive Landscape

12.1.Competitive Scenario
12.2.Market Positioning/Share Analysis
12.3.Mergers and Acquisitions Analysis

13.Company Profiles

13.1.AIO Core Co. Ltd.*
- 13.1.1.Company Overview
- 13.1.2.Product Portfolio and Description
- 13.1.3.Financial Overview
- 13.1.4.Key Developments
13.2.FormFactor.
13.3.Polariton Technologies AG
13.4.SCINTIL Photonics
13.5.STMicroelectronics
13.6.FUJITSU
13.7.EFFECT PHOTONICS
13.8.RONOVUS
13.9.NKT Photonics A/S
13.10.Intel Corporation

LIST NOT EXHAUSTIVE