矽光電市場規模、佔有率、按組件、產品、最終用戶和地區分類的成長分析 - 2025-2032 年產業預測

預計2023年矽光電市場規模將達到23億美元，到2032年將達到188.1億美元，預計在預測期內（2025-2032年）的複合年成長率為26.3%。

矽光電正在成為一項關鍵技術，其驅動力來自於高速資料傳輸和頻寬密集型應用日益成長的需求。它在資料中心和通訊的應用正在迅速增加，因為它能夠實現高速資料傳輸，同時降低功耗。矽光電與現有的基於矽的電子系統相容，可實現無縫整合並釋放巨大的市場成長潛力。作為資料中心和高效能運算系統中傳統銅互連的可行替代品，矽光電正變得越來越有吸引力。此外，持續投資於研發，重點關注性能改進、成本降低和創新製造方法，將推動矽光電的發展，吸引研究人員探索新材料和設計技術，並刺激市場擴張。

目錄

介紹

• 調查目的
• 研究範圍
• 定義

調查方法

• 資訊採購
• 二次資料和一次資料方法
• 市場規模預測
• 市場假設與限制

執行摘要

• 全球市場展望
• 供需趨勢分析
• 細分機會分析

市場動態與展望

• 市場概覽
• 市場規模
• 市場動態
  • 促進因素和機會
  • 限制與挑戰
• 波特的分析

關鍵市場考察

• 關鍵成功因素
• 競爭程度
• 主要投資機會
• 市場生態系統
• 市場吸引力指數（2024年）
• PESTEL分析
• 總體經濟指標
• 價值鏈分析
• 定價分析
• 專利分析
• 技術分析

矽光電市場規模（依組件及複合年成長率）(2025-2032)

• 市場概覽
• 雷射
• 調變
• 檢測器
• 光波導
• 光連接模組
• 其他組件

矽光電市場規模（依產品及複合年成長率） (2025-2032)

• 市場概覽
• 收發器
  • 數據速率
  • 低於10Gbps
  • 高達 100Gbps
  • 100Gbps 或更高
• 可變光衰減器
• 轉變
• 電纜
• 感應器

矽光電市場規模（依最終用戶和複合年成長率） (2025-2032)

• 市場概覽
• 資料中心和 HPC
• 通訊
• 軍事、國防、航太
• 醫學與生命科​​學
• 其他最終用戶

矽光電市場規模（按地區）及複合年成長率（2025-2032）

• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 德國
  • 西班牙
  • 法國
  • 英國
  • 義大利
  • 其他歐洲國家地區
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 其他亞太地區
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲
• 中東和非洲
  • 海灣合作理事會國家
  • 南非
  • 其他中東和非洲地區

競爭資訊

• 前五大公司對比
• 主要企業市場定位（2024年）
• 主要市場參與者所採取的策略
• 近期市場趨勢
• 公司市場佔有率分析（2024年）
• 主要企業簡介
  • 公司詳情
  • 產品系列分析
  • 公司分部佔有率分析
  • 收益與前一年同期比較對比（2022-2024 年）

主要企業簡介

• Cisco Systems, Inc.（US）
• Intel Corporation（US）
• GlobalFoundries Inc.（US）
• Lumentum Operations LLC（US）
• International Business Machines Corporation（US）
• STMicroelectronics NV（Switzerland）
• Rockley Photonics, Inc（UK）
• Sicoya GmbH（Germany）
• Ranovus（Canada）
• Broadcom Inc.（US）
• Hamamatsu Photonics KK（Japan）
• Fujitsu Limited（Japan）
• Chiral Photonics, Inc.（US）
• Effect Photonics（Netherlands）
• AIO Core Co., Ltd.（South Korea）
• IPG Photonics Corporation（US）
• DAS Photonics（Spain）
• TDK Corporation（Japan）
• Scintil Photonics（France）

結論和建議

Silicon Photonics Market size was valued at USD 2.3 billion in 2023 and is poised to grow from USD 2.9 billion in 2024 to USD 18.81 billion by 2032, growing at a CAGR of 26.3% during the forecast period (2025-2032).

Silicon photonics is emerging as a crucial technology driven by the growing need for high-speed data transfer and bandwidth-intensive applications. Its rapid adoption in data centers and telecommunications stems from its ability to deliver fast data transmission while reducing power consumption. The compatibility of silicon photonics with existing silicon-based electronic systems facilitates seamless integration, unlocking significant market growth potential. This technology presents a viable alternative to conventional copper interconnects in data centers and high-performance computing systems, further enhancing its appeal. Additionally, ongoing investments in research and development focus on performance enhancement, cost reduction, and innovative fabrication methods, propelling the evolution of silicon photonics and attracting researchers to explore new materials and design techniques, thus fostering market expansion.

Top-down and bottom-up approaches were used to estimate and validate the size of the Silicon Photonics market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Silicon Photonics Market Segments Analysis

Global Silicon Photonics Market is segmented by Component, Product, End User and region. Based on Component, the market is segmented into Lasers, Modulators, Photodetectors, Optical Waveguides, Optical Interconnects and Other Components. Based on Product, the market is segmented into Transceivers, Variable Optical Attenuators, Switches, Cables and Sensors. Based on End User, the market is segmented into Data Centers And HPC, Telecommunications, Military, Defense, And Aerospace, Medical And Life Sciences and Other End Users. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Silicon Photonics Market

The growth of the Silicon Photonics market is significantly influenced by the need for dependable laser sources in silicon photonic optical transceivers. However, integrating reliable light sources presents a complex challenge within this technology. There are three primary options for optical sources: integrated lasers, board-mounted sources external to the transceiver, and front-pluggable lasers. To optimize power consumption and reduce costs, it is essential to incorporate the laser directly into or onto the silicon transceiver device. This integration not only enhances performance but also contributes to the overall efficiency of silicon photonic systems, driving the market forward.

Restraints in the Silicon Photonics Market

The Silicon Photonics market faces notable restraints primarily due to the challenges associated with integrating laser sources onto silicon chips. Lasers are essential for high-speed optical data transmission as they produce light that is both frequency and color-pure. While silicon photonics can utilize either on-chip or off-chip light sources, on-chip options offer superior energy efficiency, proportionality, and increased integration density within a compact footprint. However, developing efficient, high-performance laser sources that can be embedded into silicon wafers is a complex endeavor, presenting significant technical hurdles that could impede market growth and innovation in this field.

Market Trends of the Silicon Photonics Market

The Silicon Photonics market is witnessing significant growth driven by rapid advancements in technology, including improved manufacturing processes and the introduction of innovative materials like germanium-tin (GeSn) alloys. These developments enhance light emission efficiency, which is crucial for applications such as on-chip light sources in data centers and LiDAR systems. As performance increases and costs decrease, silicon photonics is becoming more competitive with traditional optics, leading to widespread adoption across diverse industries. This expanding application range and market reach are anticipated to further stimulate demand, positioning silicon photonics as a pivotal player in the future of optical communication and sensing technologies.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2024
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis
• Patent Analysis
• Technology Analysis

Global Silicon Photonics Market Size by Component & CAGR (2025-2032)

• Market Overview
• Lasers
• Modulators
• Photodetectors
• Optical Waveguides
• Optical Interconnects
• Other Components

Global Silicon Photonics Market Size by Product & CAGR (2025-2032)

• Market Overview
• Transceivers
  • Data Rates
  • Less than 10 Gbps
  • Up to 100 Gbps
  • More than 100 Gbps
• Variable Optical Attenuators
• Switches
• Cables
• Sensors

Global Silicon Photonics Market Size by End User & CAGR (2025-2032)

• Market Overview
• Data Centers And HPC
• Telecommunications
• Military, Defense, And Aerospace
• Medical And Life Sciences
• Other End Users

Global Silicon Photonics Market Size & CAGR (2025-2032)

• North America (Component, Product, End User)
  • US
  • Canada
• Europe (Component, Product, End User)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Component, Product, End User)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Component, Product, End User)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Component, Product, End User)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2024
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2024
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2022-2024)

Key Company Profiles

• Cisco Systems, Inc. (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Intel Corporation (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• GlobalFoundries Inc. (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Lumentum Operations LLC (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• International Business Machines Corporation (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• STMicroelectronics N.V. (Switzerland)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Rockley Photonics, Inc (UK)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Sicoya GmbH (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Ranovus (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Broadcom Inc. (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Hamamatsu Photonics K.K. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Fujitsu Limited (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Chiral Photonics, Inc. (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Effect Photonics (Netherlands)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• AIO Core Co., Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• IPG Photonics Corporation (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• DAS Photonics (Spain)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• TDK Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Scintil Photonics (France)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations