查看購物車
  • Simplified Chinese
  • English
2021-2031 年北美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）
市場調查報告書
商品編碼
1819695

2021-2031 年北美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）

North America Pluggable Optics for Data Center Market Report 2021-2031 by Scope, Segmentation, Dynamics, and Competitive Analysis
出版日期: | 出版商: The Insight Partners | 英文 153 Pages | 訂單完成後即時交付

價格

北美資料中心可插拔光學元件市場預計將大幅成長，到 2031 年將達到約 49.9631 億美元，高於 2023 年的 20.9542 億美元。這一成長代表著 2023 年至 2031 年的年複合成長率(CAGR) 為 11.5%。

執行摘要和市場分析

受人們對營養保健品日益成長的偏好以及資料密集型應用和雲端運算的快速成長的推動，北美對可插拔光學元件的需求正在上升。這種激增導致該地區資料中心數量顯著增加，進而增加了對可靠高速光通訊解決方案的需求。可插拔光學元件對於高效的資料傳輸至關重要，使資料中心能夠滿足現代應用不斷成長的頻寬需求。智慧型手機、物聯網設備和串流媒體服務的普及帶來了前所未有的資料流，迫使企業尋求無縫、高品質的資料傳輸解決方案。可插拔光學元件對於提供處理當前資料流量激增所需的容量和可擴展性至關重要，使其成為資料中心基礎設施的重要組成部分。

根據世邦魏理仕北美資料中心趨勢分析，北美領先的資料中心批發市場位於美國，包括北維吉尼亞、達拉斯/沃斯堡、矽谷、芝加哥、鳳凰城、紐約三州地區和亞特蘭大。北美可插拔光元件市場的預期成長主要歸因於資料中心營運商日益成長的需求，促使市場參與者創新和開發先進的高性能可插拔光元件。相干可插拔光學公司的一項調查顯示，與其他地區的同業相比，北美業者對可插拔光元件的需求更為強勁。值得注意的是，預計2025年和2026年將是採用800G相干可插拔光元件的關鍵兩年，超過一半的受訪業者預計將在此期間部署。

市場區隔分析

北美可插拔光模組市場根據組件和資料速率進行細分。就組件而言，市場包括交換器、路由器和伺服器，其中交換器在2023年將佔據最大的市場佔有率。以資料速率分類，市場分為三個部分：100-400GB/S、400-800GB/S和800GB/S以上，其中400-800GB/S部分在2023年佔據市場佔有率的首位。

市場展望

物聯網 (IoT) 的日益普及、資料儲存需求的不斷成長以及數位化的興起，正在推動對資料中心的需求。這些設施提供高效的資料儲存解決方案，使企業能夠快速安全地存取大量資料。資料中心的優勢，例如集中式資料管理、可擴展性和增強的安全性，鼓勵企業投資這些解決方案，以在資料驅動的環境中蓬勃發展。 2023 年，北美佔了全球資料中心交易額的 62%，其中美國佔據領先地位，截至 2024 年 4 月，投資總額達到 150 億美元。

幾項重大投資凸顯了這一趨勢。例如，2024年2月，NTT DATA宣布TC Global Investments Americas LLC將投資其位於芝加哥的美國資料中心業務，以滿足日益成長的雲端服務和生成式人工智慧等技術需求。此外，2024年5月，微軟宣布將投資33億美元建立一個新的人工智慧資料中心，這是拜登總統「投資美國」議程的一部分，旨在為關鍵產業創造就業機會。此外，亞馬遜公司宣布計劃在2030年投資78億美元，擴大在俄亥俄州的資料中心業務，並專注於再生能源。 Prime Data Centers也宣布將在亞利桑那州鳳凰城擴建一個新園區，旨在支援超大規模服務提供者和大型企業。

這些資料中心的建置和營運需要各種技術、設備和組件，而光纖在實現高速高效的資料傳輸方面發揮著至關重要的作用。可插拔光纖對於連接網路組件、將高速電訊號轉換為光訊號以及將光訊號轉換為電訊號至關重要。隨著北美資料中心數量的持續成長，對可插拔光纖的需求也不斷成長。

國家洞察

北美可插拔光模組市場涵蓋美國、加拿大和墨西哥，其中美國在2023年佔據最大市場佔有率。美國擁有約2700個資料中心，大型資料中心的興起對組件之間高速可靠的連接提出了更高的要求。尤其是北維吉尼亞州，該州擁有全美最高的資料中心密度，超過300家雲端和超大規模資料中心供應商，其中包括亞馬遜網路服務和微軟Azure等主要參與者，這些供應商在該地區進行了巨額投資。

受科技巨頭和新創企業的推動，矽谷仍是資料中心的強勁市場。該地區對資料中心的需求源於其對創新數位服務和科技生態系統的支持。

公司簡介

北美可插拔光學市場的主要參與者包括 Coherent Corp、諾基亞公司、思科系統、Infinera Corp、愛立信、Ciena Corp、英特爾公司、Lumentum Holdings Inc、瞻博網路公司、Marvell Technology Inc 和博通公司。這些公司正在推行各種策略，包括擴張、產品創新和併購，以增強其市場佔有率並為客戶提供創新解決方案。

目錄

第1章：簡介

第 2 章：執行摘要

  • 關鍵見解
  • 市場吸引力

第3章：研究方法

  • 二次研究
  • 初步研究
    • 假設表述：
    • 宏觀經濟因素分析：
    • 顯影基數：
    • 數據三角測量：
    • 國家級資料：

第4章：北美資料中心可插拔光學元件市場格局

  • 概述
  • PEST分析
  • 生態系分析
  • 價值鏈中的供應商列表
    • 價值鏈中的供應商列表

第5章：北美資料中心可插拔光學元件市場－關鍵市場動態

  • 市場促進因素
    • 製造商專注於產品開發
    • 資料中心數量不斷成長
    • 高效能運算的需求不斷成長
  • 市場限制
    • 網路複雜度不斷上升
  • 市場機會
    • 高效能人工智慧基礎設施對可插拔光學元件的需求
    • 對能源效率的需求
  • 趨勢
    • 線性可插拔光學元件
  • 促進因素和限制因素的影響：

第6章：資料中心可插拔光學元件市場－北美分析

  • 2021-2031年北美資料中心可插拔光學元件市場收入
  • 北美資料中心可插拔光學元件市場預測分析

第7章：北美資料中心可插拔光學元件市場分析－依組件

  • 開關
  • 路由器
  • 伺服器

第 8 章：北美資料中心可插拔光纖市場分析 - 依資料速率

  • -400GB/秒
  • -800GB/秒
  • GB/S 以上

第9章：北美資料中心可插拔光學元件市場－國家分析

  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥

第10章：競爭格局

  • 熱圖分析
  • 公司定位分析

第 11 章：產業格局

  • 概述
  • 市場計劃
  • 產品開發
  • 併購

第 12 章：公司簡介

  • Coherent Corp
  • Nokia Corp
  • Cisco Systems Inc
  • Infinera Corp
  • Telefonaktiebolaget LM Ericsson
  • Ciena Corp
  • Intel Corp
  • Lumentum Holdings Inc
  • Juniper Networks Inc
  • Marvell Technology Inc
  • Yangtze Optical Fibre and Cable Joint Stock Ltd
  • Broadcom Inc

第 13 章：附錄

Product Code: BMIRE00030706

The North American market for pluggable optics in data centers is projected to grow significantly, reaching approximately $4,996.31 million by 2031, up from $2,095.42 million in 2023. This growth represents a compound annual growth rate (CAGR) of 11.5% from 2023 to 2031.

Executive Summary and Market Analysis

The demand for pluggable optics in North America is on the rise, driven by the increasing preference for nutraceuticals and the rapid growth of data-intensive applications and cloud computing. This surge has led to a notable increase in the number of data centers across the region, which in turn has heightened the need for reliable and high-speed optical communication solutions. Pluggable optics are essential for efficient data transfer, enabling data centers to meet the escalating bandwidth requirements of modern applications. The proliferation of smartphones, IoT devices, and streaming services has resulted in an unprecedented flow of data, compelling businesses to seek seamless and high-quality data transport solutions. Pluggable optics are critical in providing the necessary capacity and scalability to handle the current surge in data traffic, making them a vital component of data center infrastructure.

According to the CBRE North America Data Center Trend Analysis, the leading wholesale data center markets in North America are located in the United States, including Northern Virginia, Dallas/Fort Worth, Silicon Valley, Chicago, Phoenix, the New York Tri-State Area, and Atlanta. The anticipated growth of the North American market for pluggable optics is largely attributed to the increasing demand from data center operators, prompting market players to innovate and develop advanced high-performance pluggable optics. A survey by Coherent Pluggable Optics indicates that North American operators exhibit a more aggressive demand for pluggable optics compared to their counterparts in other regions. Notably, 2025 and 2026 are expected to be pivotal years for the adoption of 800G coherent pluggable optics, with over half of the surveyed operators anticipating deployment during this period.

Market Segmentation Analysis

The North American pluggable optics market is segmented based on components and data rates. In terms of components, the market includes switches, routers, and servers, with switches holding the largest market share in 2023. When categorized by data rate, the market is divided into three segments: 100-400GB/S, 400-800GB/S, and 800GB/S and above, with the 400-800GB/S segment leading in market share in 2023.

Market Outlook

The increasing adoption of the Internet of Things (IoT), the growing need for data storage, and the rise of digitalization are driving the demand for data centers. These facilities offer efficient data storage solutions, providing businesses with rapid and secure access to vast amounts of data. The advantages of data centers, such as centralized data management, scalability, and enhanced security, encourage businesses to invest in these solutions to thrive in a data-driven environment. In 2023, North America accounted for an impressive 62% of global data center transaction values, with the US leading the way, totaling $15 billion in investments through April 2024.

Several significant investments highlight this trend. For instance, in February 2024, NTT DATA announced that TC Global Investments Americas LLC would invest in its American data center business in Chicago to meet the growing demand for cloud services and technologies like generative AI. Additionally, in May 2024, Microsoft revealed a $3.3 billion investment to establish a new AI data center as part of President Biden's "Investing in America" agenda, aimed at job creation in critical sectors. Furthermore, Amazon.com, Inc. announced plans to invest $7.8 billion by 2030 to expand its data center operations in Ohio, focusing on renewable energy. Prime Data Centers also announced an expansion in Phoenix, Arizona, with a new campus designed to support hyperscale service providers and large enterprises.

The construction and operation of these data centers require various technologies, devices, and components, with fiber optics playing a crucial role in enabling high-speed, efficient data transfer. Pluggable optics are essential for connecting network components, converting high-speed electrical signals into optical signals and vice versa. As the number of data centers in North America continues to grow, so does the demand for pluggable optics.

Country Insights

The North American pluggable optics market includes the US, Canada, and Mexico, with the US holding the largest market share in 2023. The US is home to approximately 2,700 data centers, and the rise of mega data centers necessitates high-speed, reliable connections between components. Northern Virginia, in particular, has the highest concentration of data centers in the US, with over 300 cloud and hyperscale data center providers, including major players like Amazon Web Services and Microsoft Azure, heavily investing in the region.

Silicon Valley remains a strong market for data centers, driven by the presence of tech giants and startups. The demand for data centers in this area is fueled by the need to support innovative digital services and the tech ecosystem.

Company Profiles

Key players in the North American pluggable optics market include Coherent Corp, Nokia Corp, Cisco Systems, Infinera Corp, Ericsson, Ciena Corp, Intel Corp, Lumentum Holdings Inc, Juniper Networks Inc, Marvell Technology Inc, and Broadcom Inc. These companies are pursuing various strategies, including expansion, product innovation, and mergers and acquisitions, to enhance their market presence and offer innovative solutions to their customers.

Table Of Contents

1. Introduction

  • 1.1 Report Guidance
  • 1.2 Market Segmentation

2. Executive Summary

  • 2.1 Key Insights
  • 2.2 Market Attractiveness

3. Research Methodology

  • 3.1 Secondary Research
  • 3.2 Primary Research
    • 3.2.1 Hypothesis formulation:
    • 3.2.2 Macroeconomic factor analysis:
    • 3.2.3 Developing base number:
    • 3.2.4 Data Triangulation:
    • 3.2.5 Country-level data:

4. North America Pluggable Optics for Data Center Market Landscape

  • 4.1 Overview
  • 4.2 PEST Analysis
  • 4.3 Ecosystem Analysis
  • 4.4 List of Vendors in the Value Chain
    • 4.4.1 List of Vendors in Value Chain

5. North America Pluggable Optics for Data Center Market - Key Market Dynamics

  • 5.1 Market Drivers
    • 5.1.1 Manufacturers Focus on Product Development
    • 5.1.2 Growing Number of Data Centers
    • 5.1.3 Rising Need for High-Performance Computing
  • 5.2 Market Restraints
    • 5.2.1 Rising Network Complexity
  • 5.3 Market Opportunities
    • 5.3.1 Demand for Pluggable Optics in High-Performance AI Infrastructure
    • 5.3.2 Demand for Energy Efficiency
  • 5.4 Trends
    • 5.4.1 Linear Pluggable Optics
  • 5.5 Impact of Drivers and Restraints:

6. Pluggable Optics for Data Center Market - North America Analysis

  • 6.1 North America Pluggable Optics for Data Center Market Revenue (US$ Million), 2021-2031
  • 6.2 North America Pluggable Optics for Data Center Market Forecast Analysis

7. North America Pluggable Optics for Data Center Market Analysis - by Component

  • 7.1 Switches
    • 7.1.1 Overview
    • 7.1.2 Switches: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • 7.2 Routers
    • 7.2.1 Overview
    • 7.2.2 Routers: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • 7.3 Servers
    • 7.3.1 Overview
    • 7.3.2 Servers: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)

8. North America Pluggable Optics for Data Center Market Analysis - by Data Rate

  • 8.1-400GB/S
    • 8.1.1 Overview
    • 8.1.2-400GB/S: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • 8.2-800GB/S
    • 8.2.1 Overview
    • 8.2.2-800GB/S: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • 8.3GB/S and Above
    • 8.3.1 Overview
    • 8.3.2GB/S and Above: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)

9. North America Pluggable Optics for Data Center Market - Country Analysis

  • 9.1 North America
    • 9.1.1 North America Pluggable Optics for Data Center Market - Revenue and Forecast Analysis - by Country
      • 9.1.1.1 North America Pluggable Optics for Data Center Market - Revenue and Forecast Analysis - by Country
      • 9.1.1.2 United States: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
        • 9.1.1.2.1 United States: North America Pluggable Optics for Data Center Market Share - by Component
        • 9.1.1.2.2 United States: North America Pluggable Optics for Data Center Market Share - by Data Rate
      • 9.1.1.3 Canada: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
        • 9.1.1.3.1 Canada: North America Pluggable Optics for Data Center Market Share - by Component
        • 9.1.1.3.2 Canada: North America Pluggable Optics for Data Center Market Share - by Data Rate
      • 9.1.1.4 Mexico: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
        • 9.1.1.4.1 Mexico: North America Pluggable Optics for Data Center Market Share - by Component
        • 9.1.1.4.2 Mexico: North America Pluggable Optics for Data Center Market Share - by Data Rate

10. Competitive Landscape

  • 10.1 Heat Map Analysis
  • 10.2 Company Positioning Analysis

11. Industry Landscape

  • 11.1 Overview
  • 11.2 Market Initiative
  • 11.3 Product Development
  • 11.4 Mergers & Acquisitions

12. Company Profiles

  • 12.1 Coherent Corp
    • 12.1.1 Key Facts
    • 12.1.2 Business Description
    • 12.1.3 Products and Services
    • 12.1.4 Financial Overview
    • 12.1.5 SWOT Analysis
    • 12.1.6 Key Developments
  • 12.2 Nokia Corp
    • 12.2.1 Key Facts
    • 12.2.2 Business Description
    • 12.2.3 Products and Services
    • 12.2.4 Financial Overview
    • 12.2.5 SWOT Analysis
    • 12.2.6 Key Developments
  • 12.3 Cisco Systems Inc
    • 12.3.1 Key Facts
    • 12.3.2 Business Description
    • 12.3.3 Products and Services
    • 12.3.4 Financial Overview
    • 12.3.5 SWOT Analysis
    • 12.3.6 Key Developments
  • 12.4 Infinera Corp
    • 12.4.1 Key Facts
    • 12.4.2 Business Description
    • 12.4.3 Products and Services
    • 12.4.4 Financial Overview
    • 12.4.5 SWOT Analysis
    • 12.4.6 Key Developments
  • 12.5 Telefonaktiebolaget LM Ericsson
    • 12.5.1 Key Facts
    • 12.5.2 Business Description
    • 12.5.3 Products and Services
    • 12.5.4 Financial Overview
    • 12.5.5 SWOT Analysis
    • 12.5.6 Key Developments
  • 12.6 Ciena Corp
    • 12.6.1 Key Facts
    • 12.6.2 Business Description
    • 12.6.3 Products and Services
    • 12.6.4 Financial Overview
    • 12.6.5 SWOT Analysis
    • 12.6.6 Key Developments
  • 12.7 Intel Corp
    • 12.7.1 Key Facts
    • 12.7.2 Business Description
    • 12.7.3 Products and Services
    • 12.7.4 Financial Overview
    • 12.7.5 SWOT Analysis
    • 12.7.6 Key Developments
  • 12.8 Lumentum Holdings Inc
    • 12.8.1 Key Facts
    • 12.8.2 Business Description
    • 12.8.3 Products and Services
    • 12.8.4 Financial Overview
    • 12.8.5 SWOT Analysis
    • 12.8.6 Key Developments
  • 12.9 Juniper Networks Inc
    • 12.9.1 Key Facts
    • 12.9.2 Business Description
    • 12.9.3 Products and Services
    • 12.9.4 Financial Overview
    • 12.9.5 SWOT Analysis
    • 12.9.6 Key Developments
  • 12.10 Marvell Technology Inc
    • 12.10.1 Key Facts
    • 12.10.2 Business Description
    • 12.10.3 Products and Services
    • 12.10.4 Financial Overview
    • 12.10.5 SWOT Analysis
    • 12.10.6 Key Developments
  • 12.11 Yangtze Optical Fibre and Cable Joint Stock Ltd
    • 12.11.1 Key Facts
    • 12.11.2 Business Description
    • 12.11.3 Products and Services
    • 12.11.4 Financial Overview
    • 12.11.5 SWOT Analysis
    • 12.11.6 Key Developments
  • 12.12 Broadcom Inc
    • 12.12.1 Key Facts
    • 12.12.2 Business Description
    • 12.12.3 Products and Services
    • 12.12.4 Financial Overview
    • 12.12.5 SWOT Analysis
    • 12.12.6 Key Developments

13. Appendix

  • 13.1 About The Insight Partners
  • 13.2 Word Index

List Of Tables

  • Table 1. North America Pluggable Optics for Data Center Market Segmentation
  • Table 2. North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • Table 3. North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million) - by Component
  • Table 4. North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million) - by Data Rate
  • Table 5. North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million) - by Country
  • Table 6. United States: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021 - 2031 (US$ Million) - by Component
  • Table 7. United States: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021 - 2031 (US$ Million) - by Data Rate
  • Table 8. Canada: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021 - 2031 (US$ Million) - by Component
  • Table 9. Canada: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021 - 2031 (US$ Million) - by Data Rate
  • Table 10. Mexico: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021 - 2031 (US$ Million) - by Component
  • Table 11. Mexico: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021 - 2031 (US$ Million) - by Data Rate
  • Table 12. List of Abbreviation

List Of Figures

  • Figure 1. North America Pluggable Optics for Data Center Market Segmentation - Country
  • Figure 2. PEST Analysis
  • Figure 3. North America Pluggable Optics for Data Center Market - Key Market Dynamics
  • Figure 4. Impact Analysis of Drivers and Restraints
  • Figure 5. North America Pluggable Optics for Data Center Market Revenue (US$ Million), 2021-2031
  • Figure 6. North America Pluggable Optics for Data Center Market Share (%) - by Component (2023 and 2031)
  • Figure 7. Switches: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • Figure 8. Routers: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • Figure 9. Servers: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • Figure 10. North America Pluggable Optics for Data Center Market Share (%) - by Data Rate (2023 and 2031)
  • Figure 11.-400GB/S: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • Figure 12.-800GB/S: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • Figure 13.GB/S and Above: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • Figure 14. North America Pluggable Optics for Data Center Market Breakdown, by Key Countries, 2023 and 2031 (%)
  • Figure 15. United States: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021- 2031 (US$ Million)
  • Figure 16. Canada: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021- 2031 (US$ Million)
  • Figure 17. Mexico: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021- 2031 (US$ Million)
  • Figure 18. Company Heat Map Analysis
  • Figure 19. Company Positioning and Concentration