![]() |
市場調查報告書
商品編碼
1784623
2021-2031 年歐洲資料中心可插拔光學元件市場報告(範圍、細分、動態和競爭分析)Europe Pluggable Optics for Data Center Market Report 2021-2031 by Scope, Segmentation, Dynamics, and Competitive Analysis |
歐洲資料中心可插拔光學元件市場規模預計將從 2023 年的 9.289 億美元增至 2031 年的 21.1333 億美元。預計 2023 年至 2031 年期間該市場的複合年成長率為 10.8%。
執行摘要和歐洲資料中心可插拔光學市場分析:
德國、法國、英國和義大利是推動歐洲資料中心可插拔光元件市場成長的關鍵國家。資料總量呈指數級成長,導致歐洲資料中心產業需求強勁。人工智慧 (AI)、機器學習 (ML) 和物聯網 (IoT) 等技術的快速發展正在推動可插拔光元件的需求,預計未來三到五年內,可插拔光元件的需求將繼續超過供應。例如,根據 TMT Consultants Ltd 於 2024 年 6 月發布的資料,歐洲資料中心對人工智慧 (AI) 技術的使用和資料儲存容量正在成長。這增加了對更高處理能力的需求,從而進一步以各種方式改變了資料中心的設計,從添加一些基於人工智慧的機架到完全支援人工智慧的中心。為了響應這一趨勢,超大規模資料中心營運商計劃在 2027 年將機架密度提高到每機架 50kW。支援人工智慧的資料中心的發展推動了可插拔光元件的採用,以提高網路可用性並簡化維護程序。此外,歐洲的人工智慧應用正在顯著成長,這主要是由於電力供應困難。要讓資料中心做好人工智慧準備,就必須確保其擁有足夠的容量來滿足人工智慧日益成長的電力和冷卻需求。這也使得 HDR 公司更加專注於開發支援人工智慧的資料中心。人工智慧技術支援營運商促進資料中心的自動化、監控和能源效率最佳化,並快速識別故障。此類新建資料中心和基於人工智慧的資料中心引發了對可插拔光元件的需求,以確保最佳的工作環境。
歐洲資料中心可插拔光學元件市場細分分析:
有助於得出歐洲資料中心可插拔光學元件市場分析的關鍵部分是組件和資料速率。
根據組件,歐洲市場細分為交換器、路由器和伺服器。 2023年,交換器佔據了最大的市場。
以資料速率分類,歐洲市場細分為 100-400GB/S、400-800GB/S 和 800GB/S 以上。 400-800GB/S 細分市場在 2023 年佔據了最大的市場佔有率。
歐洲資料中心可插拔光學元件市場展望
可插拔光元件使資料中心營運商能夠輕鬆升級或更換收發器,而無需徹底重建電纜系統。資料中心對可插拔光元件的需求不斷成長,促使製造商開發能夠滿足客戶動態需求的創新產品。例如,2024 年 3 月,英飛朗公司 (Infinera Corporation) 推出了新的 ICE-D 產品線,以改善資料中心內部連線。 ICE-D 是基於單晶片磷化銦 (InP) 和光子積體電路 (PIC) 技術的全新高速資料中心內部光元件系列。 ICE-D 光元件旨在大幅降低每位元成本和功耗,同時提供 1.6 Tb/s 或更高速度的資料中心內部連接。這項技術使資料中心營運商能夠滿足不斷成長的頻寬需求,同時保持成本效益。這款全新的 ICE-D 資料中心內部光元件旨在整合到各種資料中心內部和園區資料中心的光學解決方案中。這些解決方案包括基於數位訊號處理器 (DSP) 的重定時光學元件、線性驅動可插拔光學元件 (LPO) 以及適用於串列和平行光纖應用的共封裝光學元件 (CPO)。以下列出了資料中心可插拔光學元件的一些發展:
2023年12月,相干公司(Coherent Corp)推出了用於光通訊網路的超緊湊型QSFP-DD和OSFP封裝的800G ZR/ZR+收發器。相干公司的800G ZR/ZR+收發器是全球首款可直接插入IP路由器上QSFP-DD和OSFP收發器插槽的數位同調光元件(DCO)。憑藉0 dBm的高輸出功率,這些收發器可直接連接路由器,接入城域和區域DWDM傳輸網路,無需額外的中間介面,從而消除了整層光纖設備,從而顯著降低了資本和營運支出。 2023年3月,英飛朗公司(Infinera Corporation)推出了一系列全新的同調光子系統和相干可插拔光引擎。這些產品旨在幫助網路營運商減少碳足跡,並在保持成本效益的同時滿足不斷成長的頻寬需求。全新解決方案包括一系列高效能收發光模組 (TROSA)、創新可程式數位訊號處理器 (DSP) 以及一系列高效能智慧型可插拔光收發器。資料中心擴大使用並要求可插拔光模組,以便快速適應不斷變化的頻寬需求,而無需更換整個交換器或路由器,這使其成為應對動態環境的理想選擇。此外,可插拔光模組支援資料中心營運商實現高速傳輸,最佳化功率,促進高速傳輸,並簡化網路架構。因此,對經濟高效解決方案的日益青睞以及製造商對產品開發的重視,極大地促進了資料中心可插拔光模組市場的成長。
歐洲資料中心可插拔光學元件市場國家洞察
按國家/地區分類,歐洲資料中心可插拔光模組市場包括德國、英國、法國、義大利、俄羅斯和歐洲其他地區。德國在2023年佔最大佔有率。
由於投資不斷成長以及主機託管資料中心 IT 容量不斷提升,預計未來幾年德國資料中心可插拔光學元件市場將大幅擴張。根據德國資料中心協會發布的《德國 2024 年資料中心影響報告》,到 2029 年,德國資料中心預計將獲得超過 265.8 億美元(240 億歐元)的投資,用於擴大主機託管容量。根據上述相同消息來源,預計到 2029 年,德國主機託管資料中心的 IT 容量將從 1.3 GW 擴大到 3.3 GW。資料中心容量的不斷擴張、資料處理需求的增加以及開發資料中心的投資增加是推動市場發展的因素之一。
歐洲資料中心可插拔光學元件市場公司簡介
資料中心可插拔光學元件市場中一些主要的參與者包括相干公司 (Coherent Corp)、諾基亞公司 (Nokia Corp)、思科系統公司 (Cisco Systems I)、英飛朗公司 (Infinera Corp)、愛立信 (Telefonaktiebolaget LM Ericsson)、訊遠公司 (Ciena Corp)、英特爾科技公司 (Intel Holdings Corp. (Marvell Technology Inc) 和博通公司 (Broadcom Inc) 等。這些參與者正在採取擴張、產品創新和併購等各種策略,為消費者提供創新產品並增加市場佔有率。
歐洲資料中心可插拔光學市場研究方法:
本報告中的資料收集和分析遵循了以下方法:
二手資料研究:研究流程始於全面的二手資料研究,利用內部和外部資源收集每個市場的定性和定量資料。常用的二手資料研究來源包括但不限於:
公司網站、年度報告、財務報表、經紀商分析和投資者介紹。行業期刊及其他相關出版品。政府文件、統計資料庫和市場報告。針對在市場營運的公司的新聞文章、新聞稿和網路廣播。註:公司簡介部分所包含的所有財務資料均已標準化為美元。對於以其他貨幣報告的公司,數據已使用相應年份的相關匯率轉換為美元。
一手研究 Insight Partners 每年都會與行業利益相關者和專家進行大量的一手調查,以驗證其資料分析,並獲得寶貴的見解。這些研究訪談旨在:
驗證並完善二手資料研究的結果。提升分析團隊的專業知識和市場理解。深入了解市場規模、趨勢、成長模式、競爭動態和未來前景。一手資料研究透過電子郵件互動和電話訪談進行,涵蓋不同地區的各種市場、類別、細分市場和次細分市場。參與者通常包括:
產業利害關係人:副總裁、業務發展經理、市場情報經理和國家銷售經理外部專家:估值專家、研究分析師和具有行業專業知識的關鍵意見領袖
The Europe pluggable optics for data center market size is expected to reach US$ 2,113.33 million by 2031 from US$ 928.90 million in 2023. The market is estimated to record a CAGR of 10.8% from 2023 to 2031.
Executive Summary and Europe Pluggable Optics for Data Center Market Analysis:
Germany, France, the UK, and Italy are among the key countries contributing to the growth of the European pluggable optics for data center market. The overall volume of data is increasing exponentially, resulting in strong demand in the European data center industry. Rapidly expanding technologies such as artificial intelligence (AI), machine learning (ML), and the Internet of Things (IoT) are driving up demand for pluggable optics, which is expected to continue to surpass supply over the next three to five years. For instance, according to TMT Consultants Ltd data published in June 2024, the use of AI technology and data storage capacity is growing in European data centers. This increases the demand for more processing power, which further changes the data center design in a variety of ways, from adding a few AI-based racks to fully AI-enabled centers. In response to this trend, hyperscalers will raise rack density to 50kW per rack by 2027. The development of AI-enabled data centers surges the adoption of pluggable optics to enhance network availability and simplify maintenance procedures. Moreover, the adoption of AI in Europe is significantly increasing, primarily due to power supply difficulties. Making data centers AI-ready entails ensuring that they have sufficient capacity to meet AI's increased power and cooling requirements. This also increased HDR, Inc's focus on the development of AI-enabled data centers. AI technology supports operators in promoting automation, monitoring, and optimizing energy efficiencies in data centers, as well as quickly identifying faults. Such new construction and AI-based data centers trigger the need for pluggable optics to ensure optimal working environments.
Europe Pluggable Optics for Data Center Market Segmentation Analysis:
Key segments that contributed to the derivation of the Europe pluggable optics for data center market analysis are component and data rate.
Based on component, the Europe is segmented into switches, routers, and servers. The switches held the largest share of the market in 2023.
By data rate, the Europe is segmented into 100-400GB/S, 400-800GB/S, and 800GB/S and Above. The 400-800GB/S segment held the largest share of the market in 2023.
Europe Pluggable Optics for Data Center Market Outlook
Pluggable optics enable data center operators to easily upgrade or replace transceivers without having to completely rebuild the cable system. The rising demand for pluggable optics in data centers encourages manufacturers to develop new innovative products that are capable of meeting the dynamic requirements of customers. For instance, in March 2024, Infinera Corporation launched a new line of ICE-D to improve intra-data center connectivity. ICE-D, a new line of high-speed intra-data center optics based on monolithic indium phosphide (InP) and photonic integrated circuit (PIC) technology. ICE-D optics are designed to significantly reduce cost and power per bit while offering intra-data center connectivity at speeds of 1.6 terabits per second (Tb/s) or more. This technology allows data center operators to keep up with the ever-increasing demand for bandwidth while being cost-effective. This new ICE-D intra-data center optics are designed to be integrated into a wide range of intra- and campus data center optical solutions. These solutions include digital signal processor (DSP)-based retimed optics, linear-drive pluggable optics (LPO), and co-packaged optics (CPO) for both serial and parallel fiber applications. Below mentioned are a few developments in pluggable optics for data centers:
In December 2023, Coherent Corp introduced its 800G ZR/ZR+ transceiver in ultracompact QSFP-DD and OSFP form factors for optical communications networks. The 800G ZR/ZR+ transceivers from Coherent are the world's first digital coherent optics (DCO) that can plug directly into QSFP-DD and OSFP transceiver slots on IP routers. Leveraging their high output power of 0 dBm, these transceivers can connect routers directly to access metro and regional DWDM transport networks without additional intermediary interfaces, eliminating an entire layer of optical equipment and thereby significantly reducing both capital and operational expenditures. In March 2023, Infinera Corporation launched a new portfolio of coherent optical subsystems and coherent pluggable optical engines. These products are designed to help network operators reduce their carbon footprint and meet the ever-increasing demand for bandwidth while being cost-effective. The new solutions include a line of high-performance transmit-receive optical sub-assemblies (TROSAs), innovative programmable digital signal processors (DSPs), and a line of high-performance, intelligent pluggable optical transceivers. Data centers are increasingly using and demanding pluggable optics for swiftly adjusting to changing bandwidth demands without having to replace complete switches or routers, which makes them an ideal choice for dynamic situations. Moreover, pluggable optics support data center operators in high-speed transmission, optimize power, promote high-speed transmission, and simplify network architecture. Thus, the increasing preference for cost-effective solutions and manufacturers' focus on product development activities contribute significantly to the growth of pluggable optics for data center market.
Europe Pluggable Optics for Data Center Market Country Insights
Based on country, the Europe pluggable optics for data center market comprises Germany, the UK, France, Italy, Russia, and the Rest of Europe. Germany held the largest share in 2023.
The pluggable optics for data center market in Germany is projected to expand at a significant rate in the upcoming years due to the growing investment and increasing IT capacity of colocation data centers. According to a Data Center Impact Report, Germany 2024, published by the GERMAN DATACENTER ASSOCIATION, data center in Germany is expected to receive an investment of more than US$ 26.58 billion (24 billion euros) for the expansion of colocation capacity by 2029. According to the same source mentioned above, the IT capacity of colocation data centers in Germany is expected to expand from 1.3 GW to 3.3 GW by 2029. The growing capacity expansion of data centers, increase in data processing demand, and increasing investment to develop data centers are among the factors driving the market.
Europe Pluggable Optics for Data Center Market Company Profiles
Some of the key players operating in the pluggable optics for data center market include Coherent Corp, Nokia Corp, Cisco Systems I, Infinera Corp, Telefonaktiebolaget LM Ericsson, Ciena Corp, Intel Corp, Lumentum Holdings Inc, Juniper Networks Inc, Marvell Technology Inc, and Broadcom Inc among others. These players are adopting various strategies such as expansion, product innovation, and mergers and acquisitions to provide innovative products to their consumers and increase their market share.
Europe Pluggable Optics for Data Center Market Research Methodology :
The following methodology has been followed for the collection and analysis of data presented in this report:
Secondary Research The research process begins with comprehensive secondary research, utilizing both internal and external sources to gather qualitative and quantitative data for each market. Commonly referenced secondary research sources include, but are not limited to:
Company websites , annual reports, financial statements, broker analyses, and investor presentations. Industry trade journals and other relevant publications. Government documents , statistical databases, and market reports. News articles , press releases, and webcasts specific to companies operating in the market. Note: All financial data included in the Company Profiles section has been standardized to USD. For companies reporting in other currencies, figures have been converted to USD using the relevant exchange rates for the corresponding year.
Primary Research The Insight Partners' conducts a significant number of primary interviews each year with industry stakeholders and experts to validate its data analysis, and gain valuable insights. These research interviews are designed to:
Validate and refine findings from secondary research. Enhance the expertise and market understanding of the analysis team. Gain insights into market size, trends, growth patterns, competitive dynamics, and future prospects. Primary research is conducted via email interactions and telephone interviews, encompassing various markets, categories, segments, and sub-segments across different regions. Participants typically include:
Industry stakeholders : Vice Presidents, business development managers, market intelligence managers, and national sales managers External experts : Valuation specialists, research analysts, and key opinion leaders with industry-specific expertise