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市場調查報告書
商品編碼
1836405
光學積體電路市場預測(至 2032 年):按產品類型、組件、整合類型、原料、應用、最終用戶和地區進行的全球分析Photonic Integrated Circuits Market Forecasts to 2032 - Global Analysis By Product Type, Component, Integration Type, Raw Material, Application, End User, and By Geography |
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根據 Stratistics MRC 的數據,全球光學積體電路 (PIC) 市場規模預計在 2025 年達到 177 億美元,到 2032 年將達到 619 億美元,預測期內的複合年成長率為 19.6%。
光子積體電路 (PIC) 市場專注於將多種光子功能(例如雷射、調製器和檢測器)整合到單一晶片上。 PIC 可實現高速資料傳輸、低功耗以及光學系統的小型化,使其成為通訊、資料中心和感測應用的關鍵。高速光纖網路、雲端運算和新興 5G/6G 基礎設施日益成長的需求推動了市場的成長。矽光電的進步、製造擴充性以及政府對下一代通訊技術的支持,正在加速全球市場的普及。
高速資料傳輸的需求
高速資料傳輸需求的不斷成長是推動光積體電路 (PIC) 市場成長的主要因素。通訊、資料中心和雲端運算等行業需要高速、低延遲的通訊系統來處理日益成長的資料流量。利用光進行資料傳輸的 PIC 相比傳統電子電路具有顯著優勢,包括更高的頻寬和更低的功耗。 5G 網路的廣泛應用和人工智慧應用的快速成長進一步擴大了這一需求,因為這些應用需要先進的光互連來實現高效的數據處理和通訊。
製造成本高
製造光積體電路需要複雜的製程和專用材料,導致製造成本高。混合整合和單晶片整合等技術需要精確的製造方法,並且可能需要大量資金。此外,對無塵室環境和精密設備的需求也增加了整體成本。這些高成本可能會限制光積體電路的廣泛應用,尤其是在中小企業中。此外,製造流程缺乏標準化會導致不一致和產量比率問題,進一步增加製造成本。
5G和資料中心的成長
5G 網路的擴展和資料中心需求的不斷成長為光積體電路市場帶來了巨大的機會。 5G 技術需要高速、低延遲的通訊系統,而 PIC 可以有效率地實現這一點。同樣,資料中心需要高頻寬互連來管理不斷成長的資料流量。 PIC 提供的解決方案能夠實現更快的資料傳輸,同時降低功耗。人工智慧和機器學習在資料中心的整合進一步推動了對先進光互連的需求,使 PIC 成為通訊和資料基礎設施發展的關鍵組成部分。
監管挑戰
有關環境影響、材料使用和製造流程的嚴格法規可能會阻礙PIC的開發和部署。遵守這些法規通常需要在研發和現有生產設施的改造方面投入大量資金。此外,不同地區缺乏標準化法規可能會造成市場准入壁壘,並使國際貿易複雜化。這些監管障礙可能會減緩PIC的採用,並增加整體生產成本。
新冠疫情對光積體電路市場產生了多方面的影響。它帶來了供應鏈中斷、生產設施暫時關閉等挑戰,但也加速了對數位通訊的需求以及光積體電路(PIC)等先進技術的採用。遠端辦公、線上服務以及對數位基礎設施的日益依賴,凸顯了對快速高效通訊系統的需求,從而推動了光積體電路市場的成長。隨著各行各業逐漸適應後疫情時代,在通訊基礎設施和數位轉型持續投入的支持下,光積體電路市場的長期前景依然樂觀。
預測期內,收發器市場預計將成為最大的市場
預計在預測期內,收發器領域將佔據最大的市場佔有率。收發器將發送器和接收器整合到一個模組中,是光纖通訊系統的重要組成部分,有助於實現高速資料傳輸。資料中心、5G 網路和人工智慧應用日益成長的需求需要高效、大容量的收發器。基於 PIC 的收發器具有尺寸更小、低耗電量、性能更佳等優勢,使其成為現代通訊系統的首選。預計這一趨勢將在未來幾年推動收發器領域的成長。
混合整合領域預計將在預測期內實現最高的複合年成長率
混合整合領域預計將在預測期內實現最高成長率。混合整合涉及組合不同的材料和技術,以創建充分利用每個組件優勢的光子電路。這種方法可以將雷射、調製器和檢測器等各種功能整合到單一晶片上,從而提高性能並實現小型化。 IT和通訊、資料中心和人工智慧系統等應用領域對更小、更高效能設備的需求日益成長,這推動了混合整合的普及,預計該領域將以較高的複合年成長率成長。
預計北美將在預測期內佔據最大的市場佔有率。這種主導地位得益於半導體和光電產業主要參與者的存在、對研發的大量投資以及先進技術的快速應用等因素。該地區強大的基礎設施,加上政府支持技術創新和數位轉型的舉措,進一步鞏固了其在市場上的主導地位。此外,通訊、醫療保健和國防等領域對高速通訊系統日益成長的需求也推動了北美PIC市場的成長。
預計亞太地區在預測期內的複合年成長率最高。這一成長主要得益於中國、日本和韓國等國家快速的工業化和數位化,這導致對先進通訊技術的需求不斷成長。該地區強大的製造能力,加上政府推動創新和技術應用的舉措,為光積體電路市場的成長創造了有利的環境。此外,對資料中心、5G基礎設施和人工智慧研究的投資不斷增加,也進一步推動了亞太地區對光積體電路的需求。
According to Stratistics MRC, the Global Photonic Integrated Circuits (PIC) Market is accounted for $17.7 billion in 2025 and is expected to reach $61.9 billion by 2032 growing at a CAGR of 19.6% during the forecast period. Photonic Integrated Circuits (PIC) Market focuses on integrating multiple photonic functions, such as lasers, modulators, and detectors, onto a single chip. PICs enable faster data transmission, lower power consumption, and miniaturized optical systems, making them critical for telecommunications, data centers, and sensing applications. Growth is driven by increasing demand for high-speed optical networks, cloud computing, and emerging 5G/6G infrastructure. Advancements in silicon photonics, manufacturing scalability, and government support for next-generation communication technologies are accelerating market adoption globally.
Demand for High-Speed Data Transmission
The escalating need for rapid data transfer is a primary driver for the growth of the photonic integrated circuit (PIC) market. Industries such as telecommunications, data centers, and cloud computing require high-speed, low-latency communication systems to handle the increasing volume of data traffic. PICs, leveraging light for data transmission, offer significant advantages over traditional electronic circuits, including higher bandwidth and lower power consumption. This demand is further amplified by the proliferation of 5G networks and the surge in AI applications, necessitating advanced optical interconnects for efficient data processing and communication.
High Manufacturing Costs
The production of photonic integrated circuits involves complex processes and specialized materials, leading to high manufacturing costs. Techniques such as hybrid integration and monolithic integration require precise fabrication methods, which can be capital-intensive. Additionally, the need for cleanroom environments and advanced equipment adds to the overall expenses. These high costs can limit the widespread adoption of PICs, particularly among small and medium-sized enterprises. Furthermore, the lack of standardization in manufacturing processes can lead to inconsistencies and yield issues, further escalating production costs.
Growth in 5G and Data Centers
The expansion of 5G networks and the increasing demand for data centers present significant opportunities for the photonic integrated circuit market. 5G technology requires high-speed, low-latency communication systems, which can be efficiently achieved using PICs. Similarly, data centers require high-bandwidth interconnects to manage the growing volume of data traffic. PICs offer a solution by enabling faster data transmission with reduced power consumption. The integration of AI and machine learning in data centers further drives the need for advanced optical interconnects, positioning PICs as a critical component in the evolution of telecommunications and data infrastructure.
Regulatory Challenges
Stringent regulations concerning environmental impact, material usage, and manufacturing processes can hinder the development and deployment of PICs. Compliance with these regulations often requires significant investment in research and development, as well as modifications to existing manufacturing facilities. Additionally, the lack of standardized regulations across different regions can create barriers to market entry and complicate international trade. These regulatory hurdles can delay the adoption of PICs and increase the overall cost of production.
The COVID-19 pandemic had a mixed impact on the photonic integrated circuit market. While it caused challenges such as supply chain disruptions and temporary shutdowns of manufacturing facilities, it also accelerated the demand for digital communication and the adoption of advanced technologies like PICs. The increased reliance on remote work, online services, and digital infrastructure highlighted the need for high-speed, efficient communication systems, thereby driving the growth of the PIC market. As industries adapt to the post-pandemic landscape, the long-term outlook for the PIC market remains positive, supported by ongoing investments in telecommunications infrastructure and digital transformation initiatives.
The transceivers segment is expected to be the largest during the forecast period
The transceivers segment is expected to account for the largest market share during the forecast period. Transceivers, which combine transmitters and receivers in a single module, are essential components in optical communication systems, facilitating high-speed data transmission. The increasing demand for data centers, 5G networks, and AI applications necessitates efficient and high-capacity transceivers. PIC-based transceivers offer advantages such as reduced size, lower power consumption, and improved performance, making them a preferred choice for modern communication systems. This trend is expected to drive the growth of the transceivers segment in the coming years.
The hybrid integration segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the hybrid integration segment is predicted to witness the highest growth rate. Hybrid integration involves combining different materials and technologies to create photonic circuits that leverage the strengths of each component. This approach allows for the integration of various functionalities, such as lasers, modulators, and detectors, onto a single chip, enhancing performance and reducing size. The increasing demand for compact, high-performance devices in applications like telecommunications, data centers, and AI systems is driving the adoption of hybrid integration, leading to its projected high CAGR.
During the forecast period, the North America region is expected to hold the largest market share. This dominance is attributed to factors such as the presence of major players in the semiconductor and photonics industries, significant investments in research and development, and the rapid adoption of advanced technologies. The region's robust infrastructure, coupled with government initiatives supporting innovation and digital transformation, further contributes to its leading position in the market. Additionally, the increasing demand for high-speed communication systems in sectors like telecommunications, healthcare, and defense bolsters the growth of the PIC market in North America.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR. This growth is driven by the rapid industrialization and digitalization in countries like China, Japan, and South Korea, leading to increased demand for advanced communication technologies. The region's strong manufacturing capabilities, coupled with government initiatives promoting innovation and technology adoption, create a favorable environment for the growth of the PIC market. Moreover, the rising investments in data centers, 5G infrastructure, and AI research further propel the demand for photonic integrated circuits in the Asia Pacific region.
Key players in the market
Some of the key players in Photonic Integrated Circuits (PIC) Market include Intel Corporation, Cisco Systems, Inc., Infinera Corporation, Lumentum Holdings Inc., Coherent Corp., Broadcom Inc., MACOM Technology Solutions Holdings, Inc., Ciena Corporation, NeoPhotonics Corporation, Rockley Photonics Holdings Limited, Marvell Technology, Inc., STMicroelectronics N.V., LIGENTEC SA, SMART Photonics B.V., PHIX Photonics Assembly B.V., Enablence Technologies Inc., GlobalFoundries Inc., and Advanced Micro Devices, Inc.
In September 2025, Ciena the global leader in high-speed connectivity announced that it has entered into a definitive agreement to acquire Nubis Communications, a privately-held company headquartered in New Providence, New Jersey. The addition of Nubis, which specializes in high-performance, ultra-compact, low-power optical and electrical interconnects tailored to support AI workloads, will expand Ciena's portfolio and add critical talent to address a wider range of opportunities inside the data center.
In October 2024, The Department of Commerce has provisionally agreed to provide up to $93 million in direct funding to optical networking vendor Infinera. The proposed funding, awarded under the CHIPS and Science Act, would support the construction of a new fab in San Jose, California, and a new advanced test and packaging facility in Bethlehem, Pennsylvania. In a statement, the Department of Commerce said the projects would increase Infinera's existing domestic manufacturing capacity by an estimated factor of 10 and would create up to approximately 500 manufacturing jobs and 1,200 construction jobs across the two states.
In September 2024, Lumentum Holdings Inc. ("Lumentum"), a market-leading designer and manufacturer of innovative optical and photonic products, announced today its participation in the European Conference on Optical Communication (ECOC) 2024 in Frankfurt, Germany, from September 23 - 25. At Stand #A24, Lumentum will showcase its latest photonic solutions, reinforcing its commitment to powering the artificial intelligence (AI) revolution through unparalleled speed, scalability, and energy efficiency.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.