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市場調查報告書
商品編碼
1909012

光收發器市場規模、佔有率和成長分析(按外形規格、資料速率、光纖類型、傳輸距離、連接器、通訊協定、應用和地區分類)—2026-2033年產業預測

Optical Transceiver Market Size, Share, and Growth Analysis, By Form Factor, By Data Rate, By Fiber Type,, By Distance, By Connector, By Protocol, By Application, By Region-Industry Forecast 2026-2033

出版日期: | 出版商: SkyQuest | 英文 199 Pages | 商品交期: 3-5個工作天內

價格
簡介目錄

全球光收發器市場規模預計在 2024 年達到 106.2 億美元,從 2025 年的 120 億美元成長到 2033 年的 319.1 億美元,在預測期(2026-2033 年)內複合年成長率為 13%。

受資料中心、電信網路和企業環境中對高速資料傳輸需求不斷成長的推動,全球光收發器市場預計將迎來強勁成長。雲端運算的快速發展、5G部署的普及以及大型資料中心的擴張,正在推動光收發器的應用,因為光收發器能夠提供高頻寬、低延遲和遠距離通訊。連貫技術、矽光電以及QSFP、CFP和SFP等多功能可插拔封裝等關鍵技術創新,正透過緊湊型設計提升效能,進而改變整個產業。在對更高數據吞吐量和能源效率的需求驅動下,光纖連接正成為主流。此外,主要雲端服務供應商和通訊業者服務供應商了他們致力於面向未來的網路建置。

全球光收發器市場按外形規格、資料速率、光纖類型、傳輸距離、波長、連接器、通訊協定、應用和地區進行細分。依外形規格,市場細分如下:SFF 和 SFP、SFP+ 和 SFP28、QSFP、QSFP+、QSFP-DD、QSFP28、QSFP56、CFP、CFP2、CFP4、CFP8、XFP 和 CXP。以數據速率分類,市場細分為低於 10 Gbps、10 Gbps 至 40 Gbps、41 Gbps 至 100 Gbps 以及高於 100 Gbps。以光纖類型分類,市場細分為單模光纖 (SMF) 和多模光纖 (MMF)。依傳輸距離分類,市場細分為低於 1 公里、1 至 10 公里、11 至 100 公里以及高於 100 公里。市場依波長分為 850 奈米、1310 奈米、1550 奈米和其他波長。依連接器類型分為 LC、SC、MPO 和 RJ-45。依通訊協定分為乙太網路、光纖通道、CWDM/DWDM、FTTX 和其他通訊協定。依應用領域分為電信、資料中心和企業。依地區分為北美、亞太、歐洲、拉丁美洲以及中東和非洲。

全球光收發器市場促進因素

全球光收發器市場的主要促進因素之一是各行各業對更高頻寬和更快資料傳輸速度日益成長的需求。資料中心的快速擴張、雲端運算的普及以及高速網路服務的擴展,都推動了對能夠支援無縫連接和資料傳輸的先進光收發器技術的需求。此外,5G、物聯網 (IoT) 和人工智慧等技術的興起,進一步推動了對升級網路基礎設施的需求,促使能夠確保高效資料通訊和高效能網路解決方案的光收發器得到廣泛應用。

限制全球光收發器市場的因素

全球光收發器市場的主要限制因素之一是先進光技術的研發、製造和整合高成本。光收發器的複雜性,需要精準工程和先進材料,導致生產成本居高不下,阻礙市場成長。這一財務壁壘對希望進入市場的中小型企業以及預算緊張的網路營運商構成了更大的挑戰。此外,科技的快速發展需要持續投資於升級和創新,這會進一步加劇資源緊張,並在快速變化的環境中降低競爭力。

全球光收發器市場趨勢

全球光收發器市場正呈現高速模組(尤其是400G和800G收發器)應用顯著成長的趨勢,這主要源自於企業對更高資料吞吐量的需求。這項轉變的主要驅動力是雲端運算、人工智慧工作負載以及蓬勃發展的物聯網(IoT)的日益成長的需求。各大科技公司正迅速將400G解決方案整合到其基礎設施中,以應對前所未有的資料流量。同時,800G技術目前正處於試驗階段,為未來網路需求做好準備。這項措施體現了整個產業為實現更快、更有效率、更具可擴展性的光纖網路解決方案所做的努力。

目錄

介紹

  • 調查目標
  • 市場定義和範圍

調查方法

  • 調查過程
  • 二手資料和一手資料方法
  • 市場規模估算方法

執行摘要

  • 全球市場展望
  • 市場主要亮點
  • 細分市場概覽
  • 競爭格局概述

市場動態與展望

  • 總體經濟指標
  • 促進因素和機遇
  • 限制與挑戰
  • 供給面趨勢
  • 需求面趨勢
  • 波特的分析和影響

關鍵市場考察

  • 關鍵成功因素
  • 影響市場的因素
  • 關鍵投資機會
  • 生態系測繪
  • 市場吸引力指數(2025)
  • PESTEL 分析
  • 價值鏈分析
  • 定價分析
  • 案例研究
  • 監管環境
  • 技術評估

全球光收發器市場:按外形規格和複合年成長率分類的市場規模(2026-2033 年)

  • SFF 和 SFP
  • SFP+ 和 SFP28
  • QSFP
  • QSFP+
  • QSFP-DD
  • QSFP28
  • QSFP56
  • CFP
  • CFP2
  • CFP4
  • CFP8
  • XFP
  • CXP

全球光收發器市場:按數據速率和複合年成長率分類的市場規模(2026-2033 年)

  • 小於 10 Gbps
  • 10 Gbps~40 Gbps
  • 41 Gbps~100 Gbps
  • 超過 100 Gbps

全球光收發器市場:以光纖類型分類的市場規模及複合年成長率(2026-2033 年)

  • 單模光纖(SMF)
  • 多模光纖(MMF)

全球光收發器市場:按距離分類的市場規模及複合年成長率(2026-2033 年)

  • 不到1公里
  • 1~10 km
  • 11~100 km
  • 超過100公里

全球光收發器市場:依波長分類的市場規模及複合年成長率(2026-2033)

  • 850奈米頻寬
  • 1310 nm頻寬
  • 1550 nm頻寬
  • 其他波段

全球光收發器市場:按連接器類型分類的市場規模及複合年成長率(2026-2033 年)

  • LC
  • SC
  • MPO
  • RJ-45

全球光收發器市場:依通訊協定的市場規模及複合年成長率(2026-2033)

  • 乙太網路
  • 光纖通道
  • CWDM/DWDM
  • FTTX
  • 其他通訊協定

全球光收發器市場:按應用分類的市場規模及複合年成長率(2026-2033 年)

  • 溝通
  • 資料中心
  • 對於企業

全球光收發器市場規模及複合年成長率(2026-2033)

  • 北美洲
    • 美國
    • 加拿大
  • 歐洲
    • 德國
    • 西班牙
    • 法國
    • 英國
    • 義大利
    • 其他歐洲地區
  • 亞太地區
    • 中國
    • 印度
    • 日本
    • 韓國
    • 亞太其他地區
  • 拉丁美洲
    • 墨西哥
    • 巴西
    • 其他拉丁美洲地區
  • 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
  • 主要企業的市場定位(2025 年)
  • 主要市場參與者所採取的策略
  • 近期市場趨勢
  • 公司市佔率分析(2025 年)
  • 主要企業公司簡介
    • 公司詳情
    • 產品系列分析
    • 依業務板塊進行公司股票分析
    • 2023-2025年營收年比比較

主要企業簡介

  • II-VI Incorporated(now Coherent Corp.)
  • Lumentum Holdings Inc.
  • Broadcom Inc.
  • Cisco Systems, Inc.
  • Intel Corporation
  • Fujitsu Optical Components Limited
  • Sumitomo Electric Industries, Ltd.
  • Innolight Technology
  • NeoPhotonics Corporation(acquired by Lumentum)
  • Accelink Technologies Co., Ltd.
  • POET Technologies Inc.
  • Acacia Communications, Inc.(a Cisco company)

結論與建議

簡介目錄
Product Code: SQMIG50A2037

Global Optical Transceiver Market size was valued at USD 10.62 Billion in 2024 and is poised to grow from USD 12 Billion in 2025 to USD 31.91 Billion by 2033, growing at a CAGR of 13% during the forecast period (2026-2033).

The global optical transceiver market is poised for robust expansion, driven by rising needs for high-speed data transmission within data centers, telecommunications networks, and enterprise settings. The surge in cloud computing, 5G implementation, and large-scale data centers is boosting the uptake of optical transceivers, which facilitate high bandwidth, low latency, and extensive distance communication. Key technological innovations, including coherent technology, silicon photonics, and versatile pluggable form factors such as QSFP, CFP, and SFP, are reshaping the industry by enhancing performance in compact designs. A notable shift towards fiber-optic connectivity is occurring, prompted by demands for increased data throughput and energy efficiency. Moreover, the growing adoption of 400G and 800G transceivers by major cloud service providers and telecom operators underscores a commitment to future-ready networks.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Optical Transceiver 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.

Global Optical Transceiver Market Segments Analysis

Global optical transceiver market is segmented by form factor, data rate, fiber type, distance, wavelength, connector, protocol, application and region. Based on form factors, the market is segmented into SFF and SFP, SFP+ and SFP28, QSFP, QSFP+, QSFP-DD, QSFP28, and QSFP56, CFP, CFP2, CFP4, and CFP8, XFP and CXP. Based on data rate, the market is segmented into less than 10 GBPS, 10 GBPS TO 40 GBPS, 41 GBPS TO 100 GBPS and More Than 100 GBPS. Based on fiber type, the market is segmented into single-mode fiber (smf) and multimode fiber (MMF). Based on Distance, the market is segmented into Less Than 1 KM, 1 TO 10 KM, 11 TO 100 KM and More Than 100 KM. Based on Wavelength, the market is segmented into 850 NM Band, 1310 NM Band, 1550 NM Band and other wavelengths. Based on connector, the market is segmented into LC, SC, MPO and RJ-45. Based on protocol, the market is segmented into ethernet, fiber channels, CWDM/DWDM, FTTX and other protocols. Based on application, the market is segmented into telecommunication, data center, and enterprise. Based on region, the market is segmented into North America, Asia-Pacific, Europe, Latin America, and Middle East & Africa.

Driver of the Global Optical Transceiver Market

One key market driver for the global optical transceiver market is the increasing demand for higher bandwidth and faster data transmission rates across various industries. With the rapid expansion of data centers, cloud computing, and the proliferation of high-speed internet services, there is a growing need for advanced optical transceiver technologies that can support seamless connectivity and data transfer. Additionally, the rise of technologies such as 5G, Internet of Things (IoT), and artificial intelligence further fuels the requirement for upgraded networking infrastructure, leading to greater adoption of optical transceivers that ensure efficient data communication and high-performance networking solutions.

Restraints in the Global Optical Transceiver Market

One key market restraint for the global optical transceiver market is the high cost associated with research and development, manufacturing, and integration of advanced optical technologies. The complex nature of optical transceivers, which require precise engineering and sophisticated materials, leads to elevated production costs that can hinder market growth. This financial barrier becomes more significant for small and medium-sized enterprises striving to enter the market, as well as for network operators managing tight budgets. Additionally, rapid technological advancements necessitate continuous investment in upgrades and innovations, further stretching resources and dampening competitive potential in a rapidly evolving landscape.

Market Trends of the Global Optical Transceiver Market

The Global Optical Transceiver market is experiencing a significant trend towards the adoption of higher-speed modules, particularly 400G and 800G transceivers, as organizations increasingly seek to enhance data throughput capabilities. This shift is primarily driven by the escalating requirements of cloud computing, artificial intelligence workloads, and the burgeoning Internet of Things (IoT). Major technology companies are rapidly integrating 400G solutions into their infrastructures to manage an unprecedented influx of data, while 800G technology is currently undergoing trials, aiming to position networks for future demands. This movement signifies a broader commitment within the industry to achieve faster, more efficient, and scalable optical networking solutions.

Table of Contents

Introduction

  • Objectives of the Study
  • Market Definition & Scope

Research Methodology

  • Research Process
  • Secondary & Primary Data Methods
  • Market Size Estimation Methods

Executive Summary

  • Global Market Outlook
  • Key Market Highlights
  • Segmental Overview
  • Competition Overview

Market Dynamics & Outlook

  • Macro-Economic Indicators
  • Drivers & Opportunities
  • Restraints & Challenges
  • Supply Side Trends
  • Demand Side Trends
  • Porters Analysis & Impact
    • Competitive Rivalry
    • Threat of Substitute
    • Bargaining Power of Buyers
    • Threat of New Entrants
    • Bargaining Power of Suppliers

Key Market Insights

  • Key Success Factors
  • Market Impacting Factors
  • Top Investment Pockets
  • Ecosystem Mapping
  • Market Attractiveness Index, 2025
  • PESTEL Analysis
  • Value Chain Analysis
  • Pricing Analysis
  • Case Studies
  • Regulatory Landscape
  • Technology Assessment

Global Optical Transceiver Market Market Size by Form Factor & CAGR (2026-2033)

  • Market Overview
  • SFF and SFP
  • SFP+ and SFP28
  • QSFP
  • QSFP+
  • QSFP-DD
  • QSFP28
  • QSFP56
  • CFP
  • CFP2
  • CFP4
  • CFP8
  • XFP
  • CXP

Global Optical Transceiver Market Market Size by Data Rate & CAGR (2026-2033)

  • Market Overview
  • Less Than 10 Gbps
  • 10 Gbps to 40 Gbps
  • 41 Gbps to 100 Gbps
  • More Than 100 Gbps

Global Optical Transceiver Market Market Size by Fiber Type & CAGR (2026-2033)

  • Market Overview
  • Single-Mode Fiber (SMF)
  • Multimode Fiber (MMF)

Global Optical Transceiver Market Market Size by Distance & CAGR (2026-2033)

  • Market Overview
  • Less Than 1 km
  • 1 to 10 km
  • 11 to 100 km
  • More Than 100 km

Global Optical Transceiver Market Market Size by Wavelength & CAGR (2026-2033)

  • Market Overview
  • 850 nm Band
  • 1310 nm Band
  • 1550 nm Band
  • Other Wavelengths

Global Optical Transceiver Market Market Size by Connector & CAGR (2026-2033)

  • Market Overview
  • LC
  • SC
  • MPO
  • RJ-45

Global Optical Transceiver Market Market Size by Protocol & CAGR (2026-2033)

  • Market Overview
  • Ethernet
  • Fiber Channel
  • CWDM/DWDM
  • FTTX
  • Other Protocols

Global Optical Transceiver Market Market Size by Application & CAGR (2026-2033)

  • Market Overview
  • Telecommunication
  • Data Center
  • Enterprise

Global Optical Transceiver Market Market Size & CAGR (2026-2033)

  • North America (Form Factor, Data Rate, Fiber Type, Distance, Wavelength, Connector, Protocol, Application)
    • US
    • Canada
  • Europe (Form Factor, Data Rate, Fiber Type, Distance, Wavelength, Connector, Protocol, Application)
    • Germany
    • Spain
    • France
    • UK
    • Italy
    • Rest of Europe
  • Asia Pacific (Form Factor, Data Rate, Fiber Type, Distance, Wavelength, Connector, Protocol, Application)
    • China
    • India
    • Japan
    • South Korea
    • Rest of Asia-Pacific
  • Latin America (Form Factor, Data Rate, Fiber Type, Distance, Wavelength, Connector, Protocol, Application)
    • Mexico
    • Brazil
    • Rest of Latin America
  • Middle East & Africa (Form Factor, Data Rate, Fiber Type, Distance, Wavelength, Connector, Protocol, Application)
    • GCC Countries
    • South Africa
    • Rest of Middle East & Africa

Competitive Intelligence

  • Top 5 Player Comparison
  • Market Positioning of Key Players, 2025
  • Strategies Adopted by Key Market Players
  • Recent Developments in the Market
  • Company Market Share Analysis, 2025
  • Company Profiles of All Key Players
    • Company Details
    • Product Portfolio Analysis
    • Company's Segmental Share Analysis
    • Revenue Y-O-Y Comparison (2023-2025)

Key Company Profiles

  • II-VI Incorporated (now Coherent Corp.)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Lumentum Holdings Inc.
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Broadcom Inc.
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Cisco Systems, Inc.
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Intel Corporation
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Fujitsu Optical Components Limited
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Sumitomo Electric Industries, Ltd.
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Innolight Technology
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • NeoPhotonics Corporation (acquired by Lumentum)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Accelink Technologies Co., Ltd.
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • POET Technologies Inc.
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Acacia Communications, Inc. (a Cisco company)
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments

Conclusion & Recommendations