光學感測器：市場佔有率分析、產業趨勢與統計、成長預測（2026-2031）

根據 Mordor Intelligence 估計，到 2026 年，光學感測器市值將達到 293.8 億美元，高於 2025 年的 266.1 億美元，預計到 2031 年將達到 482.1 億美元。

預計從 2026 年到 2031 年，其複合年成長率將達到 10.42%。

本報告按感測器類型（影像感測器、光纖感測器等）、檢測技術（外部光學感測器等）、組件（檢測器、光源等）、波長（紫外光、可見光等）、終端用戶應用（家用電子電器、工業自動化和機器人等）以及地區進行細分。市場預測以美元計價。

全球光學感測器市場趨勢與洞察

亞太地區家用電子電器中穿戴式光學設備小型化的需求。

如今，AR眼鏡和智慧型穿戴裝置需要厚度小於1毫米的光學堆疊結構，同時也要滿足目標發光效率值。意法半導體（STMicroelectronics）的單層超構光學元件將透鏡高度降低了70%，從而實現了旗艦智慧型手機螢幕下的近距離感應。磷化銦（InP）垂直腔面發射雷射（VCSEL）正在取代砷化鎵（GaAs）發送器，為空間受限的裝置實現了更窄的光束發散角。亞太地區的契約製造製造商正利用這些技術進步，成功獲得歐美品牌的青睞，鞏固了在該地區33%的市場佔有率。

工業IoT在惡劣環境下的普及推動了對光纖感測器的需求。

分散式光纖感測技術能夠提供不受電磁干擾影響的公里級溫度和應變數據，從而實現煉油廠、管道和高壓變電站的預測性維護。羅克韋爾自動化指出，基於這些數據的早期預警分析可以將流程工業的意外停機時間減少30%。將基於人工智慧的模式識別與連續光學回饋相結合，正成為北美和歐洲工業4.0戰略的基石。

高純度二氧化矽預製件的供應鏈限制

產自阿巴拉契亞山脈有限礦床的石英是全球光纖預製棒原料的主要來源。 2024年颶風引發的停電凸顯了單一來源對光纖供應的巨大影響。此外，中國對鍺的出口限制迫使製造商透過溢價談判簽訂長期契約，從而延緩了分散式光纖解決方案的大規模部署。儘管一些新興企業正在研發合成二氧化矽，但商業規模的量產預計仍需兩到三年。

細分市場分析

到2025年，影像感測器將佔據光學感測器市場41.35%的佔有率。這主要得益於多鏡頭智慧型手機的普及和高級駕駛輔助系統（ADAS）的日益普及。SONY的堆疊式CMOS技術能夠以120幀/秒的速度拍攝4K影片，滿足工廠自動化中機器視覺的精度要求。儘管光纖感測器的絕對銷量目前較小，但隨著基礎設施營運商轉向公里級結構健康監測，預計其複合年成長率將達到12.05%，成為成長最快的市場。這一成長動能預計將推動光纖解決方案的市場規模從2025年的47億美元成長到2031年的92.7億美元。分散式聲學感測、管線安全和周界入侵偵測系統是推動光纖感測器銷售成長的主要因素。

光電感測器、環境光感測器和接近感測器的多元化發展正在穩步推進，但平均售價（ASP）的下降給組件供應商帶來了壓力。超小型接近模組，例如Vishay公司厚度僅0.5毫米的設備，可與無邊框智慧型手機相容；而全域百葉窗工業相機則可消除機器人取放操作中的動態模糊。頻譜成像器（歸類為「其他」）正為精密農業和食品安全領域的螢光分析提供支持，並保持兩位數的成長率。

諸如單光子崩潰式二極體(SPAD) 和崩光二極體(APD) 等先進檢測器售價高於標準光電二極體，但出貨量卻較低。 SPAD 陣列可提供皮秒級的飛行時間 (ToF) 數據，這對於自動駕駛車輛中的雷射雷達系統進行精確距離測量至關重要。在發光方面，設計團隊正從 LED 轉向 VCSEL 和邊發射雷射器，以實現更高的光輸出和更精確的頻譜控制。 VCSEL 也更容易與光纖耦合，同時滿足消費者眼部安全標準。

光學元件和濾光片具有最高的單位重量價值，因為它們精密的鍍膜和嚴格的公差使得新參與企業難以複製。超光學技術正在革新鏡頭設計，它用單層圖案化結構取代多層結構，在保持性能的同時減小了尺寸和重量。處理電子元件也在遵循類似的路徑。如今，更多功能整合到感測器晶片上，使邊緣人工智慧能夠在本地運行，從而降低延遲並減輕頻寬需求。

區域分析

預計到2025年，亞太地區將佔全球銷售額的32.60%，反映了元件製造商、模組組裝和消費性電子品牌之間的緊密合作。中國和越南的契約製造製造商目前生產的接近感測器的平均售價低於0.09美元，進一步鞏固了該地區的成本優勢。日本的精密光學生態系統支援符合AEC-Q102標準的汽車雷射雷達模組，而韓國的晶圓代工廠則致力於提高堆疊式影像感測器的良率。

歐洲市場展望主要集中在法規主導的應用領域。一家德國一級供應商已獲得一份長期契約，為其提供符合歐洲新車安全評鑑協會（Euro NCAP）視覺系統要求的近紅外線（NIR）成像陣列。隨著歐盟甲烷排放法規的日益嚴格，北海平台周圍的光纖氣體洩漏監測正在不斷擴展。遵守《一般資料保護規則》（GDPR）正促使原始設備製造商（OEM）轉向在設備中生物識別分析技術，從而推動嵌入式感測器的應用。

北美在檢驗新概念方面領先其他地區。預計2024年至2025年間，光電新創公司的創業融資將超過7億美元，並聚焦在邊緣人工智慧的光鏈路。環境部門正在部署分散式光纖網路用於甲烷定量分析，這些網路通常透過發行綠色債券獲得資金。同時，沙烏地阿拉伯和阿拉伯聯合大公國正在智慧城市專案中安裝高光譜遙測相機陣列，預計這將推動中東地區以13.05%的複合年成長率成長。

其他好處：

• 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
• 調查範圍

第2章：調查方法

第3章執行摘要

第4章 市場狀況

• 市場概覽
• 市場促進因素
  • 亞太地區家用電子電器對穿戴式光學設備小型化的需求
  • 工業IoT的普及推動了光纖感測器在惡劣環境下的廣泛應用。
  • 歐洲汽車ADAS和雷射雷達的融合正在加速近紅外線（NIR）影像感測器的普及。
  • 快速部署5G和邊緣資料中心需要高速光感
  • 北美地區環境監測法規的加強正在推動分散式光纖感測技術的應用。
  • 矽光電的進步降低了整合光學感測器的物料清單 (BOM) 成本。
• 市場限制因素
  • 高純度二氧化矽預製件的供應鏈限制
  • 低階智慧型手機的價格敏感度限制了先進接近感測器的普及。
  • 頻譜感測器的校準複雜性阻礙了中小企業採用該技術。
  • 歐盟生物識別光學感測器的資料隱私問題引發擔憂
• 價值供應鏈分析
• 監管和技術展望
• 波特五力分析
• 價格分析
• 投資和資金籌措趨勢

第5章 市場規模與成長預測

• 依感測器類型
  • 影像感測器
  • 光纖感測器
  • 光電感測器
  • 環境光和接近感測器
  • 其他（位置偵測、觸摸、頻譜）
• 透過感測技術
  • 外部光感測器
  • 固有光學感測器
• 按組件
  • 檢測器（光電二極體、雪崩光電二極體、單光子雪崩光電二極體）
  • 光源（LED、VCSEL、雷射）
  • 光學元件和濾波器
  • 用於訊號處理的積體電路和電子設備
• 波長
  • 紫外光（100-400奈米）
  • 可見光（400-700奈米）
  • 近紅外線（700-1400奈米）
  • 短波紅外線/中波紅外線（波長大於1400奈米）
• 按產量計
  • 模擬
  • 數位的
• 透過最終用戶應用程式
  • 家用電子產品
  • 工業自動化與機器人技術
  • 汽車和運輸業
  • 醫療保健和醫療設備
  • 生物識別和安全
  • 航太/國防
  • 能源與環境監控
• 按地區
  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 歐洲
    • 英國
    • 德國
    • 法國
    • 義大利
    • 其他歐洲國家
  • 亞太地區
    • 中國
    • 日本
    • 印度
    • 韓國
    • 其他亞太國家
  • 中東
    • 以色列
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 土耳其
    • 其他中東國家
  • 非洲
    • 南非
    • 埃及
    • 其他非洲國家
  • 南美洲
    • 巴西
    • 阿根廷
    • 其他南美國家

第6章 競爭情勢

• 市場集中度
• 策略性舉措（併購、合資、產品發布、資金籌措）
• 市佔率分析
• 公司簡介
  • ams-OSRAM AG
  • Sony Group Corporation
  • Hamamatsu Photonics KK
  • ON Semiconductor Corp.
  • ROHM Co., Ltd.
  • SICK AG
  • Keyence Corporation
  • Teledyne Technologies Inc.
  • STMicroelectronics NV
  • Vishay Intertechnology Inc.
  • Honeywell International Inc.
  • IFM Electronic GmbH
  • Pepperl+Fuchs SE
  • Rockwell Automation Inc.
  • Samsung Electronics Co. Ltd.
  • Cognex Corporation
  • FLIR Systems（Teledyne FLIR）
  • Omnivision Technologies Inc.
  • Lumentum Holdings Inc.
  • Excelitas Technologies Corp.
  • Thorlabs, Inc.

第7章 市場機會與未來展望

According to Mordor Intelligence, the optical sensors market size in 2026 is estimated at USD 29.38 billion, growing from 2025 value of USD 26.61 billion with 2031 projections showing USD 48.21 billion, growing at 10.42% CAGR over 2026-2031.

This report is Segmented by Sensor Type (Image Sensor, Fiber-Optic Sensor, and More), Sensing Technology (Extrinsic Optical Sensor and More), Component (Photodetectors, Light Sources, and More), Wavelength (Ultraviolet, Visible, and More), Output End-User Application (Consumer Electronics, Industrial Automation & Robotics and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Optical Sensor Market Trends and Insights

Miniaturization Demand for Wearable Optics in APAC Consumer Electronics

AR glasses and smart wearables now require sub-millimeter optical stacks that still meet luminous-efficiency targets. Single-layer meta-optics introduced by STMicroelectronics cut lens height by 70%, permitting under-display proximity sensing in flagship smartphones. Indium-phosphide VCSELs are replacing GaAs emitters, delivering tighter beam divergence for space-constrained devices. APAC contract manufacturers leverage these developments to secure design wins from Western brands, reinforcing the region's 33% revenue share position.

Industrial IoT Adoption Fuelling Fiber-optic Sensors in Harsh Environments

Distributed fiber sensing provides kilometre-scale temperature and strain data immune to electromagnetic interference, enabling predictive maintenance across refineries, pipelines, and high-voltage substations. Rockwell Automation notes that early-warning analytics on such data can eliminate 30% of unplanned downtime in process industries. Coupling AI-based pattern recognition with continuous optical feedback is becoming a cornerstone of Industry 4.0 strategies in North America and Europe.

Supply-Chain Constraints for High-Purity Silica Preforms

Quartz mined from a handful of Appalachian deposits accounts for most global preform feedstock; Hurricane-induced outages in 2024 exposed how a single locale can squeeze optical-fiber availability. Coupled with China's export restrictions on germanium, manufacturers are negotiating long-term contracts at price premiums, delaying large-volume deployments of distributed fiber solutions. Synthetic-silica start-ups are emerging, but commercial scaling remains two to three years out.

Other drivers and restraints analyzed in the detailed report include:

1. Automotive ADAS & LiDAR Integration Accelerating NIR Image Sensors in Europe
2. Advances in Silicon Photonics Lowering Bill-of-Materials Cost for Integrated Optical Sensors
3. Data-Privacy Concerns Around Biometric Optical Sensors in EU

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Image sensors retained 41.35% share of the optical sensors market in 2025, buoyed by multi-camera smartphones and ADAS roll-outs. Sony's stacked CMOS technology pushes 120 fps 4-K capture, meeting machine-vision tolerances for factory automation. Fiber-optic sensors, while smaller in absolute revenue, are forecast to post the highest 12.05% CAGR as infrastructure operators shift toward kilometre-scale structural health monitoring. This traction lifts the optical sensors market size for fiber-optic solutions from USD 4.7 billion in 2025 toward USD 9.27 billion by 2031. Distributed acoustic sensing, pipeline security, and perimeter intrusion systems are the chief volume drivers.

Diversification across photoelectric, ambient light, and proximity sensors remains steady, although ASP erosion pressures component suppliers. Ultra-mini proximity modules like Vishay's 0.5 mm-thick device cater to bezel-less phone designs, while global-shutter industrial cameras eliminate motion blur in robotic pick-and-place. Multi-spectral imagers within the "Others" bucket are gaining double-digit growth, supporting precision agriculture and food-safety fluorescence assays.

Cutting-edge photodetectors such as single-photon avalanche diodes (SPADs) and avalanche photodiodes (APDs) sell at premium prices even though they ship in lower volumes than standard photodiodes. SPAD arrays deliver picosecond-level time-of-flight data that LiDAR systems rely on for accurate distance readings in self-driving cars. On the emitter side, design teams are moving from LEDs to VCSELs and edge-emitting lasers to gain higher optical power and tighter spectral control; VCSELs also couple easily into fiber while meeting consumer eye-safety rules.

Optics and filters contribute the most value per gram because their precision coatings and tight tolerances are hard for new entrants to match. Meta-optics is shaking up lens design by replacing multi-element stacks with single, patterned layers that keep performance but trim size and weight. Processing electronics are following the same path: more functions now sit on the sensor die, so edge AI can run locally, cutting latency and easing bandwidth demands.

Complete Report Scope:

• By Sensor Type
  • Image Sensor
  • Fiber-optic Sensor
  • Photoelectric Sensor
  • Ambient Light & Proximity Sensor
  • Others (Position, Touch, Multi-spectral)
• By Sensing Technology
  • Extrinsic Optical Sensor
  • Intrinsic Optical Sensor
• By Component
  • Photodetectors (Photodiodes, APDs, SPADs)
  • Light Sources (LED, VCSEL, Laser)
  • Optics and Filters
  • ICs and Processing Electronics
• By Wavelength
  • Ultraviolet (100-400 nm)
  • Visible (400-700 nm)
  • Near-Infrared (700-1400 nm)
  • Short-Wave IR / Mid-IR (>1400 nm)
• By Output
  • Analog
  • Digital
• By End-user Application
  • Consumer Electronics
  • Industrial Automation and Robotics
  • Automotive and Transportation
  • Healthcare and Medical Devices
  • Biometrics and Security
  • Aerospace and Defense
  • Energy and Environmental Monitoring
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • United Kingdom
    • Germany
    • France
    • Italy
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • Rest of Asia-Pacific
  • Middle East
    • Israel
    • Saudi Arabia
    • United Arab Emirates
    • Turkey
    • Rest of Middle East
  • Africa
    • South Africa
    • Egypt
    • Rest of Africa
  • South America
    • Brazil
    • Argentina
    • Rest of South America

Geography Analysis

Asia-Pacific accounted for 32.60% of 2025 revenue, reflecting its tight coupling of component fabs, module assembly, and consumer electronics brands. Contract manufacturers in China and Vietnam now produce proximity-sensor die at sub-USD 0.09 ASP, reinforcing the region's cost leadership. Japan's precision optics ecosystem supports automotive LiDAR modules meeting AEC-Q102 grade, while South Korea's foundries push the envelope on stacked-image-sensor yields.

Europe's outlook centers on regulatory-driven applications. German Tier-1 suppliers are booking long-term contracts for NIR imaging arrays that comply with Euro NCAP vision-system mandates. Fiber-optic gas-leak monitoring around North Sea platforms is expanding as EU methane-emissions rules tighten. GDPR compliance is steering OEMs toward on-device biometric analysis, supporting intrinsic sensor adoption.

North America continues to test emerging concepts ahead of other regions. Venture funding into photonic start-ups exceeded USD 700 million in 2024-2025, with a focus on edge-AI optical links. Environmental agencies deploy distributed fiber networks for methane quantification, often financed through green-bond issuances. Meanwhile, Saudi Arabia and the UAE are installing hyperspectral camera arrays across smart-city projects, driving the Middle East's 13.05% CAGR outlook.

1. ams-OSRAM AG
2. Sony Group Corporation
3. Hamamatsu Photonics K.K.
4. ON Semiconductor Corp.
5. ROHM Co., Ltd.
6. SICK AG
7. Keyence Corporation
8. Teledyne Technologies Inc.
9. STMicroelectronics N.V.
10. Vishay Intertechnology Inc.
11. Honeywell International Inc.
12. IFM Electronic GmbH
13. Pepperl + Fuchs SE
14. Rockwell Automation Inc.
15. Samsung Electronics Co. Ltd.
16. Cognex Corporation
17. FLIR Systems (Teledyne FLIR)
18. Omnivision Technologies Inc.
19. Lumentum Holdings Inc.
20. Excelitas Technologies Corp.
21. Thorlabs, Inc.

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 LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Miniaturization Demand for Wearable Optics in APAC Consumer Electronics
  • 4.2.2 Industrial IoT Adoption Fueling Fiber-optic Sensors in Harsh Environments
  • 4.2.3 Automotive ADAS and LiDAR Integration Accelerating NIR Image Sensors in Europe
  • 4.2.4 Rapid 5G & Edge-Data-Center Roll-out Requiring High-Speed Optical Sensing
  • 4.2.5 Stricter Environmental-Monitoring Regulations Driving Distributed Fiber Sensing in North America
  • 4.2.6 Advances in Silicon Photonics Lowering BOM Cost for Integrated Optical Sensors
• 4.3 Market Restraints
  • 4.3.1 Supply-chain Constraints for High-purity Silica Preforms
  • 4.3.2 Price Sensitivity in Low-end Smartphones Limiting Advanced Proximity Sensors
  • 4.3.3 Calibration Complexity of Multi-spectral Sensors Deterring SME Uptake
  • 4.3.4 Data-Privacy Concerns Around Biometric Optical Sensors in EU
• 4.4 Value / Supply-Chain Analysis
• 4.5 Regulatory and Technological Outlook
• 4.6 Porter's Five Forces Analysis
  • 4.6.1 Bargaining Power of Suppliers
  • 4.6.2 Bargaining Power of Buyers
  • 4.6.3 Threat of New Entrants
  • 4.6.4 Threat of Substitutes
  • 4.6.5 Intensity of Competitive Rivalry
• 4.7 Pricing Analysis
• 4.8 Investment and Funding Trends

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Sensor Type
  • 5.1.1 Image Sensor
  • 5.1.2 Fiber-optic Sensor
  • 5.1.3 Photoelectric Sensor
  • 5.1.4 Ambient Light & Proximity Sensor
  • 5.1.5 Others (Position, Touch, Multi-spectral)
• 5.2 By Sensing Technology
  • 5.2.1 Extrinsic Optical Sensor
  • 5.2.2 Intrinsic Optical Sensor
• 5.3 By Component
  • 5.3.1 Photodetectors (Photodiodes, APDs, SPADs)
  • 5.3.2 Light Sources (LED, VCSEL, Laser)
  • 5.3.3 Optics and Filters
  • 5.3.4 ICs and Processing Electronics
• 5.4 By Wavelength
  • 5.4.1 Ultraviolet (100-400 nm)
  • 5.4.2 Visible (400-700 nm)
  • 5.4.3 Near-Infrared (700-1400 nm)
  • 5.4.4 Short-Wave IR / Mid-IR (>1400 nm)
• 5.5 By Output
  • 5.5.1 Analog
  • 5.5.2 Digital
• 5.6 By End-user Application
  • 5.6.1 Consumer Electronics
  • 5.6.2 Industrial Automation and Robotics
  • 5.6.3 Automotive and Transportation
  • 5.6.4 Healthcare and Medical Devices
  • 5.6.5 Biometrics and Security
  • 5.6.6 Aerospace and Defense
  • 5.6.7 Energy and Environmental Monitoring
• 5.7 By Geography
  • 5.7.1 North America
    • 5.7.1.1 United States
    • 5.7.1.2 Canada
    • 5.7.1.3 Mexico
  • 5.7.2 Europe
    • 5.7.2.1 United Kingdom
    • 5.7.2.2 Germany
    • 5.7.2.3 France
    • 5.7.2.4 Italy
    • 5.7.2.5 Rest of Europe
  • 5.7.3 Asia-Pacific
    • 5.7.3.1 China
    • 5.7.3.2 Japan
    • 5.7.3.3 India
    • 5.7.3.4 South Korea
    • 5.7.3.5 Rest of Asia-Pacific
  • 5.7.4 Middle East
    • 5.7.4.1 Israel
    • 5.7.4.2 Saudi Arabia
    • 5.7.4.3 United Arab Emirates
    • 5.7.4.4 Turkey
    • 5.7.4.5 Rest of Middle East
  • 5.7.5 Africa
    • 5.7.5.1 South Africa
    • 5.7.5.2 Egypt
    • 5.7.5.3 Rest of Africa
  • 5.7.6 South America
    • 5.7.6.1 Brazil
    • 5.7.6.2 Argentina
    • 5.7.6.3 Rest of South America

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, JV, Product Launch, Funding)
• 6.3 Market Share Analysis
• 6.4 Company Profiles {(includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products & Services, and Recent Developments)}
  • 6.4.1 ams-OSRAM AG
  • 6.4.2 Sony Group Corporation
  • 6.4.3 Hamamatsu Photonics K.K.
  • 6.4.4 ON Semiconductor Corp.
  • 6.4.5 ROHM Co., Ltd.
  • 6.4.6 SICK AG
  • 6.4.7 Keyence Corporation
  • 6.4.8 Teledyne Technologies Inc.
  • 6.4.9 STMicroelectronics N.V.
  • 6.4.10 Vishay Intertechnology Inc.
  • 6.4.11 Honeywell International Inc.
  • 6.4.12 IFM Electronic GmbH
  • 6.4.13 Pepperl + Fuchs SE
  • 6.4.14 Rockwell Automation Inc.
  • 6.4.15 Samsung Electronics Co. Ltd.
  • 6.4.16 Cognex Corporation
  • 6.4.17 FLIR Systems (Teledyne FLIR)
  • 6.4.18 Omnivision Technologies Inc.
  • 6.4.19 Lumentum Holdings Inc.
  • 6.4.20 Excelitas Technologies Corp.
  • 6.4.21 Thorlabs, Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-need Assessment