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市場調查報告書
商品編碼
1687949

光調變器：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030 年）

Optical Modulators - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 128 Pages | 商品交期: 2-3個工作天內

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簡介目錄

光調變器市場預計到 2025 年將達到 66.7 億美元，到 2030 年將達到 147.4 億美元，預測期內（2025-2030 年）的複合年成長率為 17.19%。

光調製器-市場-IMG1

主要亮點

  • 光調變器在光纖網路中發揮著至關重要的作用。電晶體充當電子訊號的開關。類似地，光調變器充當光訊號的開關。由於光纖通訊主要使用光，光調變器的功能是打開和關閉光以透過光纖發送二進位訊號流。
  • 社群媒體平台、電子商務和軟體使用量的大幅成長刺激了對資料的巨大需求。 5G為最終用戶消費和產生更多資料開闢了新的途徑。例如，根據GSMA的數據，到2025年，5G網路將覆蓋全球三分之一的人口。該協會還表示，到2025年，5G連線數量將超過20億，佔行動連線的五分之一以上。
  • 由於視訊串流、雲端運算和物聯網 (IoT) 等因素導致的資料傳輸需求不斷成長，通訊網路需要更高的頻寬。由於光纖比傳統銅纜具有更高的頻寬，因此它已成為遠距資料傳輸的首選電纜。因此，對於能夠有效地將電訊號轉換為寬頻光訊號的光調變器的需求日益成長。
  • 越來越多的企業正在建立自己的超大規模資料中心來管理各種業務功能和工作負載。資料的快速成長推動了擴大資料中心規模的需求。資料中心分解是一種現代資料中心設計和管理方法，將資料中心的各個元件分離為獨立的單元，是一種有效的解決方案。這種方法可以實現靈活性、擴充性、能源效率並節省成本。
  • 光連接模組是實現資料中心分解的關鍵技術，利用光纖電纜實現遠距高速傳輸資料。該技術的高頻寬容量和低功耗使其適合資料中心的分散式應用。光調變是此類互連解決方案的關鍵特性，它推動了光調變器的採用。然而，光調變器是光互連的關鍵部件之一，其商業化進程緩慢以及性能、成本和效率的平衡是阻礙市場成長的主要挑戰之一。
  • 在COVID-19疫情期間，隨著遠距工作、線上學習的轉變以及電子商務的使用增加，網路流量增加並推動了光調變器的需求，對更高頻寬通訊網路的需求顯著增加。疫情也加速了雲端基礎的服務的採用，需要強大的資料中心基礎設施和高速光纖互連。

光調變器市場趨勢

光纖通訊可望佔據較大市場佔有率

  • 光纖通訊是一種使用光而不是電流將訊號傳送到遠處的通訊方法。光纖通訊通訊依靠光纖將訊號傳輸到目的地。調變/解調器、收發器、光訊號和透明通道是光纖通訊系統的組成部分。
  • 過去十年來，對頻寬和通訊服務的需求激增，推動了對光纖通訊系統外部調變的需求。特別是，鈮酸鋰（LiNbO3）外部調變的整合正在成為一種合適的解決方案，它不僅可以提供所需的頻寬，而且還可以提供最小化色散效應的手段。
  • 與雷射二極體的直接調變相比，LiNbO3 導波調變可以設計用於零啁啾或可調啁啾操作，有助於最大限度地減少與光纖色散相關的系統劣化。在類比系統中，線性化的外部調變可以提供非常低的調變失真。
  • 光纖需求對於經濟發展至關重要，而增加光纖密度對於支持提高創新和經濟成長速度所需的頻寬進步是必要的。其中一個例子就是 5G 的進步及其對高速無線電頻率和網路密集化的依賴。因此，這些因素正在推動對光纖基礎設施的投資需求。
  • 2023年7月，印度電子和資訊技術部宣布，計劃在現有的83億美元基礎上再投資130億美元，在印度全國範圍內建立光纖網路，以增強連接性並為所有人提供負擔得起的網際網路。預計光纖通訊相關投資的增加將推動光調變器的需求。

預計北美將佔據最大市場佔有率

  • 預計該地區市場將受到高頻寬和高資料速率應用需求不斷成長、電子設備小型化需求不斷成長、網際網路普及率不斷上升以及 5G 基礎設施快速發展的重要影響。
  • 光纖在該地區通訊行業的廣泛使用是由對更高性能和速度的不斷成長的需求推動的，預示著光學技術的美好未來。隨著廣泛的研究活動不斷推進並擴大到實際部署，預計將帶來新一代光纖通訊。
  • 光纖通訊系統在資料中心和高效能運算（HPC）應用中的使用日益增多也推動了市場的發展。由於高頻寬和資料速率的要求，資料中心和高效能運算應用預計將推動光調變器的需求。此外，資料中心和 HPC 應用的建設投資不斷增加預計將極大地推動該地區光調變器的需求。
  • 雲端基礎的企業應用在北美蓬勃發展。雲端基礎的解決方案依靠網路連線在託管環境中運作。 5G 將實現更快的網路速度，這意味著您的連線體驗將進一步改善。此外，行動寬頻的快速成長以及巨量資料分析和雲端處理的興起正在推動北美對新資料中心基礎設施的需求。雲端基礎的資料中心的快速投資預計將為光調變器製造商提供多種應用機會。

光調變器市場概況

光調變器市場較為分散，既有全球性企業，也有中小型企業。市場的主要企業包括 Thorlabs Inc.、Lumentum Holdings Inc.、AA Opto-Electronic、富士通光學元件有限公司和 Gooch &Housego PLC。市場參與者正在採用夥伴關係、協作、併購和產品推出等策略來獲得永續的競爭優勢和市場佔有率。

  • 2024 年 5 月，通訊技術公司 Lightwave Logic 與 Advanced Micro Foundry (AMF) 合作，利用 AMF 的矽光電平台開發聚合物槽調變器。此次協議是兩家公司去年達成的一項合作，利用 AMF 的 200 毫米晶圓標準製造流程開發電光聚合物槽調變器。
  • 2024 年 3 月：整合式電光調變(EOM) 供應商 HyperLight 擴展了其強度調變系列。此公告強調了 HyperLight 對光電積體電路 (PIC) 創新的持續承諾。該公司提供的調變基於其專有的高頻寬、低壓薄膜鈮酸鋰 (TFLN) PIC 技術。

其他福利：

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

目錄

第 1 章 簡介

  • 研究假設和市場定義
  • 研究範圍

第2章調查方法

第3章執行摘要

第4章 市場洞察

  • 市場概況
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭強度
  • COVID-19 市場影響

第5章 市場動態

  • 市場促進因素
    • 增加對光纖通訊基礎設施的投資
  • 市場挑戰
    • 光調變器設計限制影響市場成長

第6章 市場細分

  • 按類型
    • 振幅調變
    • 偏振調變
    • 相位調變
    • 類比調變
    • 其他光調變器
  • 按應用
    • 光纖通訊
    • 光纖感測器
    • 太空與國防
    • 工業系統
  • 按地區
    • 北美洲
    • 歐洲
    • 亞洲
    • 澳洲和紐西蘭
    • 拉丁美洲
    • 中東和非洲

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 KK
    • APE GmbH
    • Conoptics Inc.
    • L3Harris Technologies Inc.
    • AMS Technologies AG

第8章投資分析

第9章：市場的未來

簡介目錄
Product Code: 67025

The Optical Modulators Market size is estimated at USD 6.67 billion in 2025, and is expected to reach USD 14.74 billion by 2030, at a CAGR of 17.19% during the forecast period (2025-2030).

Optical Modulators - Market - IMG1

Key Highlights

  • The optical modulator plays an essential role in fiber-optic networks. A transistor acts as a switch for electronic signals; likewise, an optical modulator acts as a switch for optical signals. Optical communication primarily uses light, so the modulator's function is to turn the light that sends a stream of binary signals over optical fibers on and off.
  • The significant rise in the use of social media platforms, e-commerce, and software has accelerated data demand significantly. 5G has opened new avenues for end users to consume and generate more data. For instance, according to the GSMA, by 2025, 5G networks will cover one-third of the world's population. The association also stated that the number of 5G connections would exceed 2 billion by 2025, making up more than a fifth of mobile connections.
  • The ever-increasing demand for data transmission, driven by factors like video streaming, cloud computing, and the Internet of Things (IoT), necessitates higher bandwidths in communication networks. As optical fibers provide higher bandwidth compared to traditional copper cables, they become the preferred choice for long-distance data transmission. Thus, the need for optical modulators is growing as they offer an efficient transition of electrical signals into high-bandwidth optical signals.
  • An increasing number of businesses and enterprises are acquiring their own hyperscale data centers to manage different business functions and workloads. With the rapid growth in data generated, there is a significant need for data centers to scale up. Datacenter disaggregation, which is a modern approach to data center design and management that separates the different components of a data center into distinct units, can be an effective solution. The approach allows greater flexibility, scalability, and improved energy efficiency and cost savings.
  • Optical interconnects are the key technology that enables data center disaggregation and uses fiber optic cables to transmit data at high speeds over long distances. This technology is well-suited for disaggregated data center applications due to its high bandwidth capacity and low power consumption. As optical modulation is the key functionality in such interconnect solutions, it drives the adoption of optical modulators. However, 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 major challenges hampering the market's growth.
  • During the COVID-19 pandemic, the demand for increased bandwidth communication networks increased significantly owing to the shift toward remote work, online learning, and increased use of e-commerce that propelled internet traffic, driving the demand for optical modulators. Also, the pandemic accelerated the adoption of cloud-based services, requiring robust data center infrastructure and high-speed optical interconnects, potentially benefiting the market for data center-specific modulators.

Optical Modulators Market Trends

Optical Communication is Expected to Hold a Significant Market Share

  • Optical communication is any 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.
  • The demand for bandwidth and telecommunication services has surged over the past decade, which has boosted the requirement for external modulation in fiber-optic communication systems. Notably, integrating lithium niobate (LiNbO3) external modulators is evolving as a suitable solution that offers not just the desired bandwidth but also the means for minimizing dispersion effects.
  • Compared to direct modulation of a laser diode, LiNbO3-guided wave modulators can be designed for zero-chirp or adjustable-chirp operation that aids in minimizing the system degradation associated with fiber dispersion. In analog systems, linearized external modulators can provide very low modulation distortion.
  • The demand for optical fiber is imperative for economic development, and there is a need for increased fiber density to support the advancements in bandwidth that are necessary to improve the pace of innovation and economic growth. One such example is the advancements in 5G and its dependency on high-speed radio frequency and greater network densification. Thus, such factors are driving the demand for investments in optical fiber infrastructure.
  • In July 2023, the Ministry of Electronics and Information Technology India announced its plan to invest an additional USD 13 billion to the prior investment of USD 8.3 billion in the establishment of a fiber grid across India to enhance connectivity and provide affordable internet to all. Such an increase in the investments related to optical communication is expected to drive the need for optical modulators.

North America is Expected to Hold the Largest Market Share

  • The region's market is anticipated to be significantly impacted by the rising demand for high bandwidth and high data rate applications, the requirement for electronic device miniaturization, rising internet penetration, and the quick development of 5G infrastructure.
  • The widespread use of optical fibers in the region's communications industry is boosted by the growing demand for higher performance and speed, portending a promising future for optical technology. This is anticipated to lead to a new generation of fiber optic communications as extensive research activities continue and are extended to practical deployment.
  • The growing use of optical communication systems in data centers and high-performance computing (HPC) applications is another factor driving the market. Due to their high bandwidth and data rate requirements, data centers and high-performance computing applications are predicted to drive the demand for optical modulators. Additionally, the demand for optical modulators is anticipated to increase significantly in the area due to rising investments in constructing data centers and HPC applications.
  • Cloud-based enterprise applications are thriving in the North American region. Cloud-based solutions depend on internet connectivity to function in the hosted environment. With 5G enabling much faster internet speed, it will further enhance the connectivity experience. Furthermore, the rapid growth of mobile broadband with an increase in big data analytics and cloud computing drives the demand for new data center infrastructures in North America. The rapid investments in cloud-based data centers are expected to provide several application opportunities for optical modulator makers.

Optical Modulators Market Overview

The optical modulators market is 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, collaboration, mergers & acquisitions, and product launches to gain sustainable competitive advantage and market share.

  • May 2024: Optical communications technology company Lightwave Logic collaborated with Advanced Micro Foundry (AMF) to develop polymer slot modulators utilizing AMF's silicon photonics platform. The agreement between the two companies came amid a collaboration in the previous year in which they teamed to develop electro-optic polymer slot modulators using AMF's standard manufacturing process flow on 200-mm wafers.
  • March 2024: HyperLight, the provider of integrated electro-optical modulators (EOMs), expanded its intensity modulator series. This announcement underscored HyperLight's continued commitment to the innovation of photonics integrated circuits (PICs). The modulators offered by the company are based on proprietary high-bandwidth and low-voltage thin film lithium niobate (TFLN) PIC technology.

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 Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 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 of Optical Modulators
  • 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
    • 6.3.4 Australia and New Zealand
    • 6.3.5 Latin America
    • 6.3.6 Middle East and Africa

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 KK
    • 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