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市場調查報告書
商品編碼
1309613
矽光子全球市場規模、份額、行業趨勢分析報告:產品(收發器、可變光衰減器、開關、電纜、傳感器)、應用、地區的展望和預測,2023-2030Global Silicon Photonics Market Size, Share & Industry Trends Analysis Report By Product (Transceivers, Variable Optical Attenuators, Switches, Cables, and Sensors), By Application, By Regional Outlook and Forecast, 2023 - 2030 |
預計到 2030 年,矽光子市場規模將達到 75 億美元,預測期內復合年增長率為 28.8%。
根據 KBV 基數矩陣中的分析,思科系統公司和博通公司是市場先驅。 2022 年 8 月,博通公司與騰訊控股有限公司建立合作夥伴關係,以促進高帶寬 CPO 在雲基礎設施中的採用。 這種夥伴關係加強了公司的市場領導地位。 Intel Corporation、STMicroelectronics N.V.、GLOBALFOUNDRIES Inc.等公司是該市場的主要創新者。
市場增長因素
數據中心對 CMOS 集成矽光子學的需求不斷增長
使用光子學來滿足數據中心帶寬要求是由光學保證寬帶數據傳輸的能力驅動的。 因此,將矽光子技術與傳統互補金屬氧化物半導體(CMOS)器件集成可以滿足數據中心下一代性能的需求。 因此,由於對能夠維持超過 100Gbps 數據速率的低成本、高速互連的需求,市場正在不斷增長。
擴大矽光子學的應用
矽光子學將徹底改變醫學診斷。 這是矽光子學眾多潛在應用的結果,使高速套件能夠用於家庭、實驗室和護理點診斷。 這是用於評估各種分析物的矽光子生物傳感器的速度、精度、適應性和尺寸的結果。 此外,世界上許多健康信息將來自醫院、實驗室和診斷成像設施生成的成像數據。 矽光子技術可以滿足這種高速數據傳輸線的需求。 因此,矽光子學的採用預計將大幅激增,從而導致市場增長。
市場製約因素
潛在的熱效應風險
市場對熱效應存在擔憂,尤其是隨著設備變得更小、更複雜。 熱效應是由於矽中的光吸收造成的,並且會增加設備的溫度。 這種溫度升高會導致設備性能下降甚至設備故障。 此外,將電子和光子器件集成在同一芯片上是另一個潛在的關注領域。 此類組件產生的熱量會影響光子和電氣組件的性能。 此外,強大的激光光源會產生大量熱量,由於熱膨脹會對設備產生不利影響。
產品展望
產品分為收發器、可變光衰減器、交換機、電纜和傳感器。 2022年,對講機細分市場佔據市場最高收入份額。 這是因為光收發器用於連接數據中心內的計算機並長距離發送消息。 最初,光接收器主要由稱為模塊的兩部分組成。 矽光子還商業用於同步光通信和數據中心等使用的光收發器芯片和模塊,預計將有助於該領域的增長。
應用前景
按應用劃分,市場分為汽車、數據中心/高性能計算、通信、軍事/國防/航空航天、醫療/生命科學等。 到 2022 年,軍事、國防和航空航天領域將在市場中佔據重要的收入份額。 影響矽光子在國防工業中發展的主要原因是安全擔憂、國際衝突以及更換過時通信系統的需要所驅動的對軍事通信解決方案的需求不斷增長。 此外,越來越多的基於 IP 的數據(例如用於態勢感知的影像和遠程傳感器數據)需要快速連接,從而推動了該領域的市場擴張。
區域展望
按地區劃分,我們對北美、歐洲、亞太地區和拉丁美洲/中東/非洲的市場進行了分析。 北美地區的收入份額最大,並在 2022 年引領市場。 該地區高速網絡的使用正在快速增長,創造了一個不斷增長的市場。 由於 IBM、英特爾和思科等主要市場參與者的存在,預計美國也會出現增長。 對高性能計算和數據中心應用技術的需求不斷增長也是支持增長的關鍵因素。
The Global Silicon Photonics Market size is expected to reach $7.5 billion by 2030, rising at a market growth of 28.8% CAGR during the forecast period.
Transceivers is the majorly utilized product of Silicon Photonics and generated $347.1 million revenue in the market in 2022. The most efficient way to gather data for assessing health status without compromising instrument complexity, low cost, sensitivity, or size is through silicon photonics, which generates new growth potential in the market. It also aids in addressing the problems of cost-effectiveness, data transfer, and reliable protocols, opening market expansion potential. In addition, optical fiber networking has replaced copper-based networking in the current technological era.
The major strategies followed by the market participants are Partnerships as the key developmental strategy in order to keep pace with the changing demands of end users. For instance, In May, 2022, GlobalFoundries teamed up with Siemens to integrate its silicon photonics platform with Siemens' Calibre nm Platform. The fusion of the products of the two companies provides their customers with design solutions for computing, datacentre, and sensing applications. Additionally, MACOM signed a collaboration with STMicroelectronics in May, 2022, to support MACOM's RF power strategy and enhance the company's market share.
Based on the Analysis presented in the KBV Cardinal matrix; Cisco Systems, Inc. and Broadcom, Inc. are the forerunners in the Market. In August, 2022, Broadcom Inc. came into partnership with Tencent Holdings Ltd. for facilitating the adoption of high bandwidth CPOs across the cloud infrastructure. The partnership aids the company in enhancing its market leadership. Companies such as Intel Corporation, STMicroelectronics N.V., GLOBALFOUNDRIES Inc. are some of the key innovators in the Market.
Market Growth Factors
Growing demand in data centres for CMOS integrated silicon photonics
The use of photonics to meet bandwidth requirements for data centers is encouraged by optics' ability to guarantee high-bandwidth data transfer. Because of this, the demand for next-generation performance in data centers can be satisfied by integrating silicon photonics technology with conventional, complementary metal-oxide semiconductor (CMOS) devices. Because of this, the market is expanding due to the demand for low-cost, high-speed interconnects that can sustain ever-increasing data rates over 100 Gbps.
Rising applications of silicon photonics
Medical diagnosis will undergo a transformation due to silicon photonics. It comes as a result of the numerous potentials uses for silicon photonics in allowing high-speed kits for use in homes, laboratories, and point-of-care diagnostics. This is as a result of silicon photonic biosensors' quickness, precision, adaptability, and size in evaluating a range of analytes. Furthermore, the vast majority of information about global health will come from imaging data produced in hospitals, labs, and imaging facilities. Silicon photonics technology will be able to meet this need for high-speed data transmission routes. As a result, the adoption of silicon photonics is predicted to significantly surge and lead to market growth.
Market Restraining Factors
Potential risk of thermal effects
The market has concerns about thermal effects, particularly as devices get smaller and more complicated. The thermal effect results from silicon's light absorption, which may raise the device's temperature. This temperature rise may result in a decline in device performance or even device failure. In addition, integrating electronic & photonic devices on the same chip is one possible area of concern. The heat produced by such components may affect the performance of the photonic and electrical components. Furthermore, strong laser sources can produce a lot of heat, which could harm the device through thermal expansion.
Product Outlook
Based on product, the market is segmented into transceivers, variable optical attenuators, switches, cables, and sensors. In 2022, the transceivers segment held the highest revenue share in the market. This is due to the usage of optical transceivers to connect computers in a data center and to send messages over long distances. At first, an optical receiver is mostly made up of two parts, which are called modules. Silicon photonics has also been used commercially in things like optical transceiver chips and modules, which are used in things like synchronous optical communications and data centers, which will aid in the segment's growth.
Application Outlook
Based on application, the market is bifurcated into automotive, data centre & high-performance computing, telecommunications, military, defense, & aerospace, medical & life sciences, and others. The military, defense & aerospace segment covered a considerable revenue share in the market in 2022. The main reason influencing the development of silicon photonics in the defense industry is the rising need for military communication solutions brought on by worries about security, international conflicts, and the need to replace outdated communication systems. Additionally, the increase in IP-based data volumes, such as video for situational awareness and remote sensor data, necessitates quick connectivity, propelling the market's expansion in this segment.
Regional Outlook
Region wise, the market is analysed across North America, Europe, Asia Pacific and LAMEA. The North America region led the market by generating the largest revenue share in 2022. The market is growing in the region due to surged usage of high-speed networks. Additionally, the existence of major market players such as IBM, Intel, Cisco and others in United States is predicted to offer growth prospects. The increased demand for technology for high-performance computing and data centers applications are another important factor supporting growth.
The market research report covers the analysis of key stake holders of the market. Key companies profiled in the report include Cisco Systems, Inc., Intel Corporation, MACOM Technology Solutions Holdings, Inc., IBM Corporation, STMicroelectronics N.V., Fujitsu Limited, Broadcom, Inc., Coherent Corp., GLOBALFOUNDRIES Inc. and Marvell Technology Group Ltd.
Recent Strategies Deployed in Silicon Photonics Market
Partnerships, Collaborations, and Agreements:
Dec-2022: STMicroelectronics announced a partnership with Soitec, a semiconductor material manufacturer. The partnership aims to integrate Soitec's SmartSiC technology with the upcoming ST's 200mm substrate. The partnership aids the company in enhancing its production yields and quality.
Aug-2022: Broadcom Inc. came into partnership with Tencent Holdings Ltd., an investment firm headquartered in China. The partnership aims at facilitating the adoption of high bandwidth CPOs across the cloud infrastructure. The partnership aids the company in enhancing its market leadership.
Aug-2022: GlobalFoundries announced an extended semiconductor manufacturing partnership with Qualcomm, a semiconductor software developer. The extended partnership allows GlobalFoundries to provide innovative solutions for their customers for mobile and IoT applications.
May-2022: MACOM signed a collaboration with STMicroelectronics, a semiconductor manufacturer to produce radio-frequency Gallium-Nitride-on Silicon (RF GaN-on-Si) prototypes. The collaboration supports MACOM's RF power strategy and enhances the company's market share.
May-2022: GlobalFoundries teamed up with Siemens, a German industrial manufacturing company to integrate its silicon photonics platform with Siemens' Calibre nm Platform. The fusion of the products of the two companies provides their customers with design solutions for computing, data centre, and sensing applications.
Mar-2022: GLOBALFOUNDRIES Inc. signed a partnership with Ansys, a simulation software products developer headquartered in the United States to develop solutions for data centres. The partnership enables GF to level up their photonic chip designs by integrating their Fotonix solution with Ansys' simulation solutions.
Aug-2020: Marvell partnered with TSMC, a Taiwanese semiconductor manufacturing company. The partnership aims at delivering a new silicon-based portfolio for applications in data infrastructure. Partnership with TSMC allows Marvell to develop new solutions and serve their customers in a better way.
Product Launches and Product Expansions:
Mar-2023: Broadcom launched the BCM85812 laser driver for 800G AOC and 800G DR8 module applications. The features of BCM85812 include 5nm 800G PAM-4 PHY, compatibility with OIF 3.2T Co-Packaged Optical Module Specs, and support for optical modules within the range 800G to 3.2T.
Feb-2023: Coherent Corp. unveiled its 1300 nm high-power continuous wave (CW) distributed feedback (DFB) laser diodes for applications in silicon photonics-based transceivers. The features of the product include a power output capacity of 300mW when cooled and 100mW in normal conditions and coarse wavelength availability for FR4 transceivers.
Oct-2022: Marvell Technology introduced a 3nm silicon platform. The new silicon platform features IP building blocks including Gen6 PHY, SerDes, and PCIe, and compatibility with Marvell's Portfolio of PHY, electro-optics, and 5G basebands.
Mar-2022: Marvell released co-packaged optics (CPO) technology platform with a cloud optimization facility. The features of the platform include 2.5D/3D laser-supported silicon photonics and PAM4 DSP. Furthermore, the new platform contains integrated Marvell CPO electro-optics and a Marvell Teralynx switch platform.
Mar-2022: Marvell announced the launch of a 400G DR4 silicon photonics platform solution. 400G DR4 silicon photonics platform solution is used for the integration of electro-optical solutions with cloud optimization and reducing cost by bit. The platform solution features Marvell's silicon photonics transceivers, analog controller IC and Marvell's Porrima™ 7-nm low-power PAM4 DSP.
Acquisition and Mergers:
Mar-2023: MACOM Technology Solutions took over Linearizer Communications Group, an industrial product manufacturer headquartered in the United States. The acquisition enhances MACOM's subsystem and component device specialty and aids the company in its growth strategy.
Feb-2023: GlobalFoundries completed the acquisition of Renesas Electronics Corporation's Conductive Bridging Random Access Memory (CBRAM) technology. The Conductive Bridging Random Access Memory (CBRAM) technology is a low-powered memory solution used in Industrial IoT and home applications. The acquisition enhances GlobalFoundries' memory solutions offering and allows it to serve the customers in a better way by providing them with design solutions for next-gen devices.
May-2021: STMicroelectronics completed the acquisition of Cartesiam, a French software company. This acquisition enhances STMicroelectronics' technology portfolio and complements its AI Strategy.
Apr-2021: Marvell acquired Inphi Corporation, a semiconductor component manufacturer based in the USA. The acquisition enhances Marvell's market position in 5G and the cloud.
Jan-2021: Cisco announced the acquisition of Acacia Communications, an optical interconnect products manufacturer. The acquisition enhances Cisco's portfolio of coherent optical solutions and thereby enhances their position in the market.
Oct-2020: STMicroelectronics acquired SOMOS Semiconductor, a fabless semiconductor headquartered in France. This acquisition strengthens STMicroelectronics' specialist staff and enhances its Front-End Modules for IoT and 5G applications.
Feb-2019: Cisco took over Luxtera, Inc, a semiconductor company headquartered in the United States. The acquisition enhances Cisco's 100GbE and 400GbE optics offerings and allows the company to serve its customers in a better way.
Geographical Expansions:
Nov-2022: Cisco launched an innovation centre in Barcelona, Spain. The new facility would be used to design next generation semiconductor devices.
Market Segments covered in the Report:
By Product
By Application
By Geography
Companies Profiled
Unique Offerings from KBV Research
List of Figures