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市場調查報告書
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1197824

光調製器市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)

Optical Modulators Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 121 Pages | 商品交期: 2-3個工作天內

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簡介目錄

在預測期內，全球光調製器市場預計將以 16.45% 的複合年增長率增長。

由於從數據中心到 IT 和電信等多種應用的需求不斷增加，光調製器市場正在快速增長。

主要亮點

  • 光調製器在光纖網絡中扮演著非常重要的角色。 光調製器充當光信號的開關，就像晶體管充當電子信號的開關一樣。 由於光通信主要使用光，調製器的功能是打開和關閉光，通過光纖發送二進制信號流。
  • 互聯網普及率的提高、5G 基礎設施和數據中心基礎設施的快速發展預計將推動預測期內研究的市場。
  • 各家公司不斷做出各種努力，通過光通信解決方案提供增強型服務。 5G、人工智能 (AI) 和物聯網 (IoT) 應用也將推動對更高帶寬的需求。 通過使用高符號率系統，可以增加每個波長的信息總量，並可以降低光學系統的每位成本。
  • 光調製器是光互連中使用的關鍵組件之一，商業化延遲以及性能、成本和效率之間的平衡是受訪市場面臨的主要挑戰之一。
  • 在後 COVID-19 情景中，光調製器市場預計將受到寬帶需求增長的推動。 據 FTTH 委員會稱，由於大流行加速了對高速互聯網服務的需求，預計未來六年歐洲的光纖寬帶線路數量將比去年翻一番。 預計未來四年高速光纖將通過歐盟和英國的 2.02 億戶家庭，高於過去三年的 8810 萬戶。

光調製器市場趨勢

光通信佔據較大市場份額

  • 光通信是一種利用光而不是電流向對方傳輸信號的通信方式。 在光通信中，光纖用於將信號傳送到目的地。 調製器/解調器、收發器、光信號和透明信道是光通信系統的構建模塊。
  • 光通信的主要優點包括損耗極低、帶寬高、無電磁干擾和傳輸距離遠。 全球數據流量呈指數級增長。 愛立信和思科估計，未來幾年將有超過 100 億台設備和 30 億新增 5G 用戶。
  • 隨著 5G 和智能設備的增加，對更快服務的需求也在增加。 另一方面，在 5G 基礎設施和數據中心等環境中可以觀察到數據流量瓶頸。 這些問題可以在系統之間解決，例如數據中心服務器之間的數據交換，或者邊緣計算平台中多個 CPU 和處理器之間的連接，以及歐盟科研計劃的石墨烯旗艦。這是由於到光學連接。
  • 為應對這些趨勢，各公司不斷做出各種努力，通過光通信解決方案加強其服務。 5G、人工智能 (AI) 和物聯網 (IoT) 應用也在推動對更高帶寬的需求。 通過使用高符號率系統，可以增加每個波長的信息總量，並可以降低光學系統的每位成本。
  • 此外，光調製器提供更高的數據速率、卓越的交換技術以及根據流量模式進行動態自我調整的能力，同時支持具有成本效益和更智能的網絡架構的要求。可以在以下方面發揮重要作用 隨著實驗室已經取得的突破被投入實際應用，這種趨勢有望繼續下去，從而導致新一代光纖通信。

亞太地區增長最快

  • 在亞太地區，日本的電子工業是世界上最大的電子工業之一，是推動該地區對光調製器需求的最重要因素之一。
  • 根據日本電子信息技術產業協會 (JEITA) 的數據，2021 年，日本電子設備的產值將同比增長 10.6%，達到約 3.94 萬億日元（高達295.64億美元）。達到
  • 人口可支配收入的增加以及對智能家居和智能商業環境的偏好是推動日本消費電子產品增長的關鍵因素。 該地區對消費電子產品的需求不斷增長，預計將推動對光調製器的需求。
  • 在該地區，對能源消耗上升的日益擔憂是推動市場增長的關鍵因素之一。 智能建築可以根據天氣和建築利用率的變化實時調整供暖、製冷和照明等系統，從而顯著降低能源成本。 它還支持遠程監控和調整，有助於減少二氧化碳排放和能源成本。
  • 根據中國工業和信息化部 (MIIT) 的數據，中國的目標是到 2022 年安裝 200 萬個 5G 基站，以擴展下一代移動網絡。 據工信部統計，目前中國大陸已安裝5G基站142.5萬個，支持全國5億多5G用戶，是全球最大的網絡。 此外，該地區 5G 部署的不斷增長預計將推動對支持 5G 的設備的需求，進而推動亞太地區對光調製器的需求。
  • 此外，根據中國信息通信技術研究院 (CAICT) 的數據，2021 年中國 5G 網絡兼容智能手機的出貨量將增長 63.5%，達到 2.66 億部。 此外，5G智能手機出貨量佔國內出貨量的75.9%，超過40.7%的全球平均水平。 預計這些趨勢將加速對光調製解決方案的需求。

光調製器市場競爭者分析

由於全球參與者和中小企業的存在，光調製器市場高度分散。 市場上的主要參與者是 Thorlabs Inc.、Lumentum Holdings Inc.、AA Opto-Electronic、Fujitsu Optical Components Limited、Gooch & Housego PLC。 市場參與者正在採用合作夥伴關係和收購等戰略來加強他們的產品供應並獲得持續的競爭優勢。

  • 2022 年 10 月 - Lumentum Holdings Inc. 宣布已在斯洛文尼亞 Skoflijica 開展特種光纖製造業務和高級研發，特種光纖是許多 Lumentum 產品的關鍵部件。 此次擴張將使該公司在斯洛文尼亞的製造和研發足跡擴大一倍以上。
  • 2022 年 3 月-富士通光學元件有限公司宣布其 LN 模擬半導體調製器將獲得經濟產業省 2021 年補充“工業技術實用開發項目成本補貼（供應鏈高度必要）”。宣布其已已收到 “這將使公司能夠獲得國家的財政支持，以支付引入新產品的成本。

其他福利。

  • Excel 格式的市場預測 (ME) 表
  • 三個月的分析師支持

內容

第1章介紹

  • 研究假設和市場定義
  • 調查範圍

第2章研究方法論

第 3 章執行摘要

第 4 章市場洞察

  • 市場概覽
  • 產業吸引力 - 波特五力分析
    • 供應商的議價能力
    • 消費者的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭程度
  • COVID-19 對市場的影響

第 5 章市場動態

  • 市場驅動因素
    • 增加對光纖通信基礎設施的投資
  • 市場挑戰
    • 光學調製器的設計限制影響市場增長

第 6 章市場細分

  • 按類型
    • 調幅器
    • 偏振調製器
    • 相位調製器
    • 模擬調製器
    • 其他類型
  • 通過申請
    • 光通信
    • 光纖傳感器
    • 太空/國防
    • 工業系統
  • 區域信息
    • 北美
    • 歐洲
    • 亞太地區
    • 世界其他地區

第7章競爭格局

  • 公司簡介
    • Thorlabs Inc.
    • Lumentum Holdings Inc.
    • AA Opto-Electronic
    • Fujitsu Optical Components Limited
    • Gooch & Housego PLC
    • Lightwave Logic
    • Hamamatsu Photonics K.K.
    • APE GmbH
    • Conoptics Inc.
    • L3Harris Technologies Inc.
    • AMS Technologies AG

第8章 投資分析

第9章 市場將來性

簡介目錄
Product Code: 67025

The global optical modulators market is expected to register a CAGR of 16.45% over the forecast period. The optical modulators market is witnessing a rapid growth rate due to its demand growth in multiple applications, from data centers to telecommunication.

Key Highlights

  • An optical modulator plays a very crucial role in fiber-optic networks. Just as a transistor acts as a switch for electronic signals, an optical modulator acts as a switch for optical signals. Optical communication primarily uses light, so the modulator's function is to turn on and off the light that sends a stream of binary signals over optical fibers.
  • The rising internet penetration and rapid advancements in 5G infrastructure and data center infrastructure are expected to drive the market studied during the forecast period.
  • Various companies have continuously undertaken various initiatives to provide enhanced services via optical communication solutions. 5G, Artificial intelligence (AI), and internet of things (IoT) applications also drive the demand for more bandwidth. Leveraging high symbol rate systems increases the aggregate per-wavelength information rate to reduce the cost-per-bit in optical systems.
  • Optical modulators are one of the primary components used in optical interconnection, and their slow commercialization and balancing performance, cost, and efficiency are some of the significant challenges in the studied market.​
  • In the post-COVID-19 scenario, the optical modulators market is expected to be driven by the increased demand for broadband. According to FTTH Council, the number of fiber optic broadband lines in Europe is expected to double from last year's levels over the next six years as the pandemic accelerated demand for faster internet services. High-speed fiber is expected to pass 202 million houses in the European Union and Britain by the next four years, up from 88.1 million in the past three years.

Optical Modulators Market Trends

Optical Communication to Hold Significant Market Share

  • Optical communication is a type of communication in which light is used to carry the signal to the remote end instead of an electrical current. Optical communication relies on optical fibers to carry signals to their destinations. A modulator/demodulator, a transmitter/receiver, a light signal, and a transparent channel are the building blocks of the optical communications system.
  • Some major benefits of using optical communication include exceptionally low loss, high bandwidth, no electromagnetic interference, and great transmission range. Global data traffic has been growing exponentially. Ericsson and Cisco estimated that there would be more than 10 billion devices and 3 billion new 5G users in the next few years.
  • With the increasing number of 5G and smart devices, the demand for faster services has also been increasing. On the other hand, data traffic bottlenecks could be observed in environments such as 5G infrastructures and data centers. These problems stem from the optical connectivity between systems, such as data exchange between servers in data centers, and connections among multiple CPUs or processors in edge computing platforms, as per the Graphene Flagship, a part of the European Union's scientific research initiative.
  • In line with such trends, various companies have been continuously undertaking various initiatives to provide enhanced services via optical communication solutions. 5G, Artificial intelligence (AI), and internet of things (IoT) applications also drive the demand for more bandwidth. Leveraging high symbol rate systems increases the aggregate per-wavelength information rate to reduce the cost-per-bit in optical systems.
  • Further, optical modulators can play a substantial role in supporting the requirement for faster data rates, superior switching techniques, and more intelligent network architectures that can automatically adjust dynamically in response to traffic patterns and, simultaneously, be cost-effective. The trend is anticipated to continue as breakthroughs already attained in the laboratory will be extended to practical deployment, leading to a new generation in fiber optics communications.

Asia Pacific to Register Fastest Growth

  • In the Asia-Pacific region, Japan's electronic products industry, one of the largest in the world, is one of the most significant factors driving demand for optical modulators in the region.
  • As per the Japan Electronics and Information Technology Industries Association (JEITA), in 2021, the production value of electronic devices in Japan grew by 10.6% compared to the previous year, reaching a value of about JPY 3.94 trillion (~USD 29.564 billion) in 2021.
  • The rising disposable income of the people and their preferences for smart homes and smart business environments are important drivers for the growth of consumer electronics in Japan. The increasing demand for consumer electronics in the region is expected to promote the need for optical modulators.
  • The growing concerns about increasing energy consumption in the region are one of the primary factors driving the growth of the market. Smart buildings can significantly reduce energy costs through real-time adjustments of heating, cooling, lighting, and other systems based on changes in weather and building occupancy. Due to their capability to be monitored and adjusted remotely, smart facilities reduce carbon footprints while resulting in energy cost savings.
  • According to the Ministry of Industry and Information Technology (MIIT), China aims to have 2 million installed 5G base stations in 2022 to expand the country's next-generation mobile network. The Chinese mainland currently has 1.425 million installed 5G base stations that support more than 500 million 5G users nationwide, making it the biggest network in the world, as per MIIT. The growing implementation of 5G in the region is also expected to promote the demand for 5G-enabled devices, thereby increasing the need for optical modulators in the APAC region.
  • Moreover, as per the China Academy of Information and Communications (CAICT), China's shipments of smartphones compatible with 5G networks rose by 63.5% to 266 million in 2021. Further, 5G smartphone shipments accounted for 75.9% of domestic shipments, higher than a global average of 40.7%. Such trends will accelerate the demand for optical modulation solutions.

Optical Modulators Market Competitor Analysis

The Optical Modulators market is highly fragmented due to the presence of both global players and small and medium-sized enterprises. The major players in the market are Thorlabs Inc., Lumentum Holdings Inc., AA Opto-Electronic, Fujitsu Optical Components Limited, and Gooch & Housego PLC. Players in the market are adopting strategies such as partnerships and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

  • October 2022 - Lumentum Holdings Inc. announced that it had developed its manufacturing operations and advanced R&D in Skoflijica, Slovenia, for its specialty optical fibers, which are vital components of many Lumentum products. With this expansion, the company could more than double its manufacturing and R&D footprint in Slovenia.
  • March 2022 - Fujitsu Optical Components Ltd announced that it is LN analog semiconductor modulator had received the Ministry of Economy, Trade and Industry's 2021 supplementary "Industrial Technology Practical Development Project Expense Subsidy (highly essential for supply chains)." As a result, the government would provide financial support to the enterprise for the costs associated with the introduction of new products.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Consumers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitutes
    • 4.2.5 Degree of Competition
  • 4.3 Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Investments in Optical Fiber Communication Infrastructure
  • 5.2 Market Challenges
    • 5.2.1 Design Constraints in Optical Modulators Affect Market Growth

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 Amplitude Modulators
    • 6.1.2 Polarization Modulators
    • 6.1.3 Phase Modulators
    • 6.1.4 Analog Modulators
    • 6.1.5 Other Types
  • 6.2 By Application
    • 6.2.1 Optical Communication
    • 6.2.2 Fiber Optic Sensors
    • 6.2.3 Space and Defense
    • 6.2.4 Industrial Systems
  • 6.3 By Geography
    • 6.3.1 North America
    • 6.3.2 Europe
    • 6.3.3 Asia Pacific
    • 6.3.4 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Thorlabs Inc.
    • 7.1.2 Lumentum Holdings Inc.
    • 7.1.3 AA Opto-Electronic
    • 7.1.4 Fujitsu Optical Components Limited
    • 7.1.5 Gooch & Housego PLC
    • 7.1.6 Lightwave Logic
    • 7.1.7 Hamamatsu Photonics K.K.
    • 7.1.8 APE GmbH
    • 7.1.9 Conoptics Inc.
    • 7.1.10 L3Harris Technologies Inc.
    • 7.1.11 AMS Technologies AG

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET