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1692452

美國光電：市場佔有率分析、行業趨勢和統計數據、成長預測（2025-2030 年）

US Photonics - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 145 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計 2025 年美國光電市場規模為 1,596.9 億美元，到 2030 年將達到 2,010.1 億美元，預測期內（2025-2030 年）的複合年成長率為 4.71%。

美國光子學市場-IMG1

主要亮點

  • 光電被認為是能夠在醫療保健、汽車、通訊、製造和零售等各個行業創建節能智慧系統的關鍵技術。這些產業正在採用光電來提高效率並推動成長。
  • 近期，各領域投資明顯增加。光電正在被多個行業迅速採用為基礎技術，並且市場正在擴展到新的垂直領域。
  • 在光電，LiDAR 技術備受關注。它們最初用於研究大氣中氣體和污染物的分佈，現在已成為自動駕駛的必需品。 LiDAR 測繪系統和相關技術的進步使其應用範圍不斷擴大，涵蓋航太、國防、汽車、採礦以及石油和天然氣等多個垂直領域。
  • Google、微軟、Facebook等產業參與者是美國市場的主要推動力，這要求每個資料中心最佳化其資料傳輸流程。該國也為技術進步和擴張提供了良好的環境。此外，美國矽光電元件行業的良好資金籌措狀況正在鼓勵組織和新興企業投資不斷擴大的光電市場。
  • 2023 年 2 月，Excelitas TechnologiesO Corp. 收購了位於美國奧勒岡州希爾斯伯勒的 Phoseon Technology, Inc.，這是一家專注於提供創新、市場主導的光電解決方案的工業技術製造商。 Phoseon 是 LED工業固化和科學照明解決方案的主要企業設計者和製造商，為全球廣大客戶提供經過現場驗證的可靠性和顯著的效率提升。
  • 然而，與傳統產品相比，矽基光子產品和設備的初始成本較高，阻礙了該技術在許多領域的部署。儘管這項技術提供了更高的性能和效率，但由於預算有限，基於光電的設備對於各個行業的許多中小型終端用戶來說仍然遙不可及。

美國光電市場趨勢

矽基光電應用的出現推動市場

  • 矽光電是光電的一個新興領域，與半導體中的傳統電導體相比具有明顯的優勢。這些半導體通常用於高速傳輸系統。預計該技術將得到 IBM、英特爾和 Kothura 等公司的突破，傳輸速度將達到 100Gbps。此外，這項技術正在徹底改變半導體產業，實現高速資料傳輸和處理。
  • 此外，矽基光電為資料傳輸和處理提供了節能的解決方案，使其非常適合需要關注功耗的應用，例如資料中心和高功率計算。
  • 網路流量的成長不僅推動了對支援更高連接埠密度和更快速度轉換的下一代技術的需求，而且還伴隨著更大的實體資料中心和資料之間更快的連接。隨著傳輸高速資料所需的資料速率和距離的增加，傳統銅纜和多模光纖解決方案的限制變得明顯，推動產業轉向採用單模光纖解決方案。
  • 矽基光電有望在資料中心的發展中發揮關鍵作用，在短期內實現 100G，隨後實現 400G 和 800G 電纜。它也是一種資料中心解耦的支援技術，並且可能成為未來的 CPO 方法。該技術擴大用於覆蓋距離為 500 公尺的 DR 標準連接，但有時也在資料通訊通訊應用中與連貫技術一起使用。此外，對 400ZR 標準技術的需求也不斷增加。
  • 此外，矽光電在醫療應用的應用正在增加，許多新興企業開始使用矽整合光學作為製造平台。根據美國人口普查局的數據，到2023年，美國醫療設備和耗材製造業銷售額預計將達到435.1億美元。同時，全國醫療保健支出從2022年的4.439兆美元預計到2031年將達到7.174兆美元（CMS公告）。
  • 消費者健康領域的發展仍在繼續，Lockley 宣布其 VitalSpexTM 生物感測平台將於 2022-23 年出貨。預計這一趨勢將鼓勵蘋果和華為等知名品牌將基於矽光電的生物感測器納入其穿戴式裝置中。

資料通訊通訊應用領域預計將佔據主要市場佔有率

  • 通訊技術中光學解決方案的採用日益增多，尤其是光纖寬頻，預計將推動該技術的市場需求。該部分佔有主要市場佔有率。
  • 採用光纖網路作為基礎設施的一部分，正在推動通訊公司投資升級傳統網路。電話公司是率先以光纖線路取代老式銅線系統的公司。電話公司使用光纖作為其主幹架構，為城域電話系統之間提供遠距連接。
  • 隨著技術普及率的提高和線上影片內容消費量的增加，全球對寬頻的需求正在上升。根據TeleGeography的海底電纜地圖，海底電纜是網路的骨幹。此外，根據美國研究所的數據，在400多條海底光纜中，美國透過大約88條與世界相連，其中17條計劃於2022年至2024年間完工。
  • 根據全球行動通訊系統協會 (GSMA) 的數據，預計到 2025 年，美國的 5G 普及率將超過 4G。此外，政府已撥出多項資金用於在該地區快速部署 5G 服務。 2023年4月，拜登—哈里斯政府推出公共無線供應鏈創新基金，將投資15億美元建造開放、可互通的網路。這筆資金是為了確保 5G 和下一代無線技術的未來由美國及其在世界各地的盟友和合作夥伴共同建造。

美國光電產業概況

美國光電市場由多家全球性和地區性公司組成。 Finisar Corporation、Intel Corporation、NeoPhotonics Corporation、Infinera Corporation、Hamamatsu Photonics、IPG Photonics Corporation 和 Coherent Inc. 等現有企業已經建立了銷售網路並對市場產生了重大影響。

擁有如此多的重要供應商而不損害市場佔有率是永續的。全球領先供應商的品牌識別與本研究涵蓋的各種產品相同。總體而言，所研究市場中的供應商之間的競爭非常激烈，預計在預測期內將保持不變。

  • 2023年11月，Innolume推出了O波段量子點GaAs SOA，光輸出功率達到1W。充分利用 LiDAR、PON 和 FSO。
  • 2023年9月，ADLT Lighting Group宣布收購Cree Lighting 美國、E-conolight和Cree Lighting Canada，標誌著公司雄心勃勃的成長策略的一個重要里程碑。這些收購鞏固了 ADLT 照明集團作為照明行業全球供應商的地位，並加強了其對創新和卓越的承諾。

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 引言

  • 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

  • 市場概覽
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 買家/消費者的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭
  • 產業價值鏈分析
  • 評估主要宏觀經濟趨勢的影響

第5章市場動態

  • 市場促進因素
    • 矽基光電應用的興起
    • 日益關注高效能、環保的解決方案
  • 市場挑戰/限制
    • 光電設備的初始成本高

第6章市場區隔

  • 按應用
    • 勘測與探測
    • 生產技術
    • 資料通訊
    • 影像捕捉和顯示
    • 醫療技術
    • 照明
    • 其他用途

第7章競爭格局

  • 公司簡介
    • Intel Corporation
    • Neophotonics Corporation（lumentum Holdings）
    • Infinera Corporation
    • Molex Inc.
    • Hamamatsu Photonics KK
    • IPG Photonics
    • Coherent, Inc.（Coherent Corp.）
    • Vescent Photonics LLC
    • Photonic Systems Inc.
    • Thorlabs Inc.
    • NEC Corporation
    • ams OSRAM AG
    • Trumpf Group
    • Polatis Incorporated（huber+suhner）
    • Alcatel-lucent SA（Nokia Corporation）

第8章光電產業從業人員場景

第9章 市場展望

簡介目錄
Product Code: 91180

The US Photonics Market size is estimated at USD 159.69 billion in 2025, and is expected to reach USD 201.01 billion by 2030, at a CAGR of 4.71% during the forecast period (2025-2030).

US Photonics - Market - IMG1

Key Highlights

  • Photonics is considered a crucial technology that enables the creation of energy-efficient smart systems across various industries, including healthcare, automotive, communications, manufacturing, and retail. These sectors are adopting photonics to enhance efficiency and drive growth.
  • In recent times, investments in various sectors have experienced substantial growth. Photonics, as a fundamental technology across multiple industries, is seeing rapid adoption, with the market expanding into new verticals.
  • LiDAR technology has gained prominence in photonics. Originally used for studying atmospheric gas distribution and contaminants, it has now become crucial for autonomous driving. Advances in LiDAR mapping systems and related technologies have expanded its applications across various verticals, including aerospace, defense, automotive, mining, and oil and gas.
  • The presence of industry players such as Google, Microsoft, and Facebook is the primary force driving the US market, necessitating optimization of the data transmission process for respective data centers. The country also provides a favorable environment for technological advancements and expansions. Furthermore, the significant funding landscape in the US silicon photonics devices industry has encouraged organizations and start-ups to invest in the expanding photonics market.
  • In February 2023, Excelitas TechnologiesO Corp. which is a industrial technology manufacturer concentrated on delivering innovative, market-driven photonic solutions, acquired the Phoseon Technology, Inc, Hillsboro, OR, USA. Phoseon is a key player in the design and manufacturer of LED-based industrial curing and scientific illumination solutions offering the field-proven reliability and enabling significant efficiency gains for a wide range of global customers.
  • However, compared to conventional products, the high initial cost of silicon-enabled photonic products and devices hinders technology deployment in many fields. While the technology provides higher performance and efficiency, photonics-based devices remain inaccessible to many small- and medium-sized end-users in various verticals due to limited budgets.

US Photonics Market Trends

Emergence of Silicon-based Photonics Applications to Drive the Market

  • Silicon photonics, an emerging field within photonics, provides a distinct advantage over traditional electrical conductors found in semiconductors. These semiconductors are commonly used in high-speed transmission systems. This technology is expected to push the transmission speed up to 100 Gbps, with companies like IBM, Intel, and Kothura, achieving breakthroughs. Besides, this technology is revolutionizing the semiconductor industry, enabling high-speed data transfer and processing.
  • Moreover, silicon-based photonics provides energy-efficient data transmission and processing solutions, making it suitable for applications where power consumption is a concern, such as data centers and high-power computing.
  • The growth in internet traffic is not only accelerating the need for next-generation technology to support higher port density and faster speed transitions but is also accompanied by large physical data center sizes and faster connectivity between the data centers. As the data rates and distances to carry high-speed data are increasing, the limitations of traditional copper cable and multimode fiber-based solutions are becoming apparent, and the industry is shifting towards adopting single-mode fiber-optic solutions.
  • Silicon-based photonics is expected to play a significant role in the evolution of data centers in the short term for 100G and then 400G and 800G pluggables. It will also be an enabling technology for disaggregating data centers and a possible future CPO approach. The technology is increasingly used for 500 m reach DR-standard connections but is also used with coherent technology in datacom applications. Moreover, the market is also witnessing increasing demand for 400ZR standard technology.
  • Additionally, with the rising implementation of silicon photonics in medical applications, many start-ups have started using silicon-integrated optics as a manufacturing platform. According to US Census Bureau, the industry revenue of medical equipment and supplies manufacturing in the United States is expected to reach USD 43.51 billion by 2023. Whereas the national health expenditure in the country is expected to reach USD 7.174 trillion by 2031, which was USD 4.439 trillion in 2022, as stated by CMS.
  • Consumer health development continues, with Rockley announcing the shipment of its VitalSpexTM biosensing platform in 2022-23. Such trends are expected to boost the integration of silicon photonics-based biosensors in wearables from prominent brands like Apple or Huawei.

Data Communication Application Segment is Expected to Hold Significant Market Share

  • The increasing adoption of optical solutions in communication technologies, particularly optical broadband, is anticipated to boost demand for this technology in the market. This segment holds a significant market share.
  • The increasing adoption of optical networks as part of infrastructure has led telecommunication companies to invest in upgrading their legacy networks. Telephone companies were pioneers in replacing their outdated copper wire systems with optical fiber lines. Telephone companies leverage optical fiber as the backbone architecture and a long-distance connection between the city phone systems.
  • The global demand for broadband is on the rise due to the widespread adoption of technology and the increasing consumption of online video content. According to TeleGeography's submarine cable map, submarine cables act as the backbone of the Internet. Moreover, according to the US Naval Institute, of more than 400 fiber optics undersea cables, the United States is connected to the world through approximately 88, including 17 scheduled to be completed between 2022 and 2024.
  • According to Global System for Mobile Communications (GSMA), the 5G penetration in the United States is expected to overtake 4G by 2025. In addition, the government is allocating several funds for the faster deployment of 5G services in the region. In April 2023, the Biden-Harris Administration introduced the Public Wireless Supply Chain Innovation Fund, which invested USD 1.5 billion to create open and interoperable networks. The initial round of funding will assist to ensure that the future of 5G and next-generation wireless technology is built by the United States and its global allies and partners.

US Photonics Industry Overview

The United States photonics market comprises several global and regional players vying for attention in a contested market space. Market incumbents, such as Finisar Corporation, Intel Corporation, NeoPhotonics Corporation, Infinera Corporation, Hamamatsu Photonics, IPG Photonics Corporation, and Coherent Inc., have a considerable influence on the overall market, with access to well-established distribution networks.

The existence of such a sheer number of significant vendors without compromising on their market shares is sustainable. Brand identity associated with major vendors became a synonym for various product offerings under the scope of the study worldwide. Overall, the intensity of competitive rivalry among the vendors in the market studied is expected to be high and remain the same during the forecast period.

  • November 2023, Innolume launched O band Quantum Dot GaAs SOA that has reached 1W of optical power. It can be further leveraged in LiDARs, PONs and FSO.
  • In September 2023, the ADLT Lighting Group announced the acquisition of Cree Lighting US, E-conolight, and Cree Lighting Canada, marking a significant milestone in the company's ambitious growth strategy. These acquisitions solidify ADLT Lighting Group's position as a global provider in the lighting industry and reinforce its commitment to innovation and excellence.

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 Buyer/Consumers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitutes
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 An Assessment of the Impact of Key Macroeconomic Trends

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Emergence of Silicon-based Photonics Applications
    • 5.1.2 Increasing Focus on High-performance and Eco-Friendly Solutions
  • 5.2 Market Challenges/Restraints
    • 5.2.1 High Initial Cost of Photonics - Enabled Devices

6 MARKET SEGMENTATION

  • 6.1 By Application
    • 6.1.1 Surveying And Detection
    • 6.1.2 Production Technology
    • 6.1.3 Data Communication
    • 6.1.4 Image Capture and Display
    • 6.1.5 Medical Technology
    • 6.1.6 Lighting
    • 6.1.7 Other Applications

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Intel Corporation
    • 7.1.2 Neophotonics Corporation (lumentum Holdings)
    • 7.1.3 Infinera Corporation
    • 7.1.4 Molex Inc.
    • 7.1.5 Hamamatsu Photonics KK
    • 7.1.6 IPG Photonics
    • 7.1.7 Coherent, Inc. (Coherent Corp.)
    • 7.1.8 Vescent Photonics LLC
    • 7.1.9 Photonic Systems Inc.
    • 7.1.10 Thorlabs Inc.
    • 7.1.11 NEC Corporation
    • 7.1.12 ams OSRAM AG
    • 7.1.13 Trumpf Group
    • 7.1.14 Polatis Incorporated (huber+suhner)
    • 7.1.15 Alcatel-lucent SA (Nokia Corporation)

8 EMPLOYEE SCENARIO - PHOTONICS INDUSTRY

9 MARKET OUTLOOK