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1901860

光收發器市場 - 全球產業規模、佔有率、趨勢、機會和預測,按協議、數據速率、應用、地區和競爭格局分類,2021-2031年預測

Optical Transceiver Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Protocol, By Data Rate, By Application, By Region & Competition, 2021-2031F

出版日期: | 出版商: TechSci Research | 英文 186 Pages | 商品交期: 2-3個工作天內

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簡介目錄

全球光收發器市場規模將從2025年的132.6億美元成長到2031年的277.7億美元,複合年成長率為13.11%。光收發器是一種雙向光電元件,它透過在光纖網路中將電訊號轉換為光脈衝,反之亦然,來傳輸和接收資料。

市場概覽
預測期 2027-2031
市場規模:2025年 132.6億美元
市場規模:2031年 277.7億美元
複合年成長率:2026-2031年 13.11%
成長最快的細分市場 大於 100 Gbps
最大的市場 亞太地區

主要市場促進因素

人工智慧和機器學習運算工作負載的激增正在重塑光收發器格局,主要體現在超大規模資料中心對高頻寬、低延遲互連的迫切需求。隨著營運商部署大量GPU叢集用於訓練和推理,網路架構也不斷演進,以支援800G和1.0G網路。

主要市場挑戰

下一代高速模組不斷攀升的功耗和散熱要求,對全球光收發器市場的成長構成了重大阻礙。隨著資料速率的提高,以支援 800G 和 1.

主要市場趨勢

矽光子學(SiPh)技術的廣泛商業化正在從根本上重塑市場格局,它使得光學元件能夠直接整合到矽晶圓上。這種架構轉變克服了傳統分立光學元件的物理限制,提供了下一代互連所需的高訊號密度和高能效。

目錄

第1章:產品概述

第2章:研究方法

第3章:執行概要

第4章:顧客之聲

第5章:全球光收發器市場展望

  • 市場規模及預測
    • 按價值
  • 市佔率及預測
    • 按協定(乙太網路、光纖通道、CWDM/DWDM、FTTx)
    • 依資料速率分類(小於 10Gbps、10Gbps 至 40Gbps、100Gbps、大於 100Gbps)
    • 按應用領域(資料中心、電信)
    • 按地區
    • 按公司(2025 年)
  • 市場地圖

第6章:北美光收發器市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 北美洲:國家分析
    • 美國
    • 加拿大
    • 墨西哥

第7章:歐洲光收發器市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 歐洲:國家分析
    • 德國
    • 法國
    • 英國
    • 義大利
    • 西班牙

第8章:亞太地區光收發器市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 亞太地區:國家分析
    • 中國
    • 印度
    • 日本
    • 韓國
    • 澳洲

第9章:中東和非洲光收發器市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 中東和非洲:國家分析
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 南非

第10章:南美光收發器市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 南美洲:國家分析
    • 巴西
    • 哥倫比亞
    • 阿根廷

第11章:市場動態

  • 促進要素
  • 挑戰

第12章:市場趨勢與發展

  • 併購
  • 產品發布
  • 最新進展

第13章:全球光收發器市場:SWOT分析

第14章:波特五力分析

  • 產業競爭
  • 新進入者的潛力
  • 供應商議價能力
  • 顧客的力量
  • 替代產品的威脅

第15章:競爭格局

  • Cisco Systems Inc.
  • Huawei Technologies Co., Ltd.
  • Broadcom Inc.
  • Fujitsu Ltd.
  • Sumitomo Electric Industries, Ltd.
  • Accelink Technologies Co., Ltd.
  • Innolight Technology Corporation
  • Source Photonics, Inc.
  • Lumentum Holdings Inc.
  • Ciena Corporation

第16章:策略建議

第17章調查會社について,免責事項

簡介目錄
Product Code: 18968

The Global Optical Transceiver Market will grow from USD 13.26 Billion in 2025 to USD 27.77 Billion by 2031 at a 13.11% CAGR. An optical transceiver is a bidirectional optoelectronic device that transmits and receives data by converting electrical signals into optical pulses and vice versa across fiber-optic networks.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 13.26 Billion
Market Size 2031USD 27.77 Billion
CAGR 2026-203113.11%
Fastest Growing SegmentGreater than 100 Gbps
Largest MarketAsia Pacific

Key Market Drivers

The surge in Artificial Intelligence and Machine Learning computational workloads is reshaping the optical transceiver landscape, primarily by creating an acute need for high-bandwidth, low-latency interconnects within hyperscale data centers. As operators deploy massive clusters of GPUs for training and inference, the network architecture is evolving to support 800G and 1.6T data speeds, necessitating advanced optical modules that offer higher density and power efficiency.

Key Market Challenges

The escalating power consumption and thermal management requirements of next-generation high-speed modules present a critical impediment to the growth of the Global Optical Transceiver Market. As data rates increase to support 800G and 1.6T speeds, optical components generate excessive heat, creating a "power wall" that existing data center infrastructure often cannot support. This thermal limitation forces network operators to restrict the density of active optical ports per switch to prevent overheating, directly reducing the volume of units deployed.

Key Market Trends

The widespread commercialization of Silicon Photonics (SiPh) technology is fundamentally reshaping the market by enabling the integration of optical components directly onto silicon wafers. This architectural shift addresses the physical limitations of traditional discrete optics, offering the superior signal density and energy efficiency required for next-generation interconnects. By leveraging established CMOS fabrication processes, manufacturers can achieve mass production with higher yields and lower unit costs, effectively democratizing high-speed connectivity.

Key Market Players

  • Cisco Systems Inc.
  • Huawei Technologies Co., Ltd.
  • Broadcom Inc.
  • Fujitsu Ltd.
  • Sumitomo Electric Industries, Ltd.
  • Accelink Technologies Co., Ltd.
  • Innolight Technology Corporation
  • Source Photonics, Inc.
  • Lumentum Holdings Inc.
  • Ciena Corporation

Report Scope:

In this report, the Global Optical Transceiver Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Optical Transceiver Market, By Protocol:

  • Ethernet
  • Fiber Channel
  • CWDM/DWDM
  • FTTx

Optical Transceiver Market, By Data Rate:

  • Less than 10Gbps
  • 10 Gbps to 40 Gbps
  • 100 Gbps
  • Greater than 100 Gbps

Optical Transceiver Market, By Application:

  • Data Center
  • Telecommunication

Optical Transceiver Market, By Region:

  • North America
  • United States
  • Canada
  • Mexico
  • Europe
  • France
  • United Kingdom
  • Italy
  • Germany
  • Spain
  • Asia Pacific
  • China
  • India
  • Japan
  • Australia
  • South Korea
  • South America
  • Brazil
  • Argentina
  • Colombia
  • Middle East & Africa
  • South Africa
  • Saudi Arabia
  • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Optical Transceiver Market.

Available Customizations:

Global Optical Transceiver Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

  • Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

  • 1.1. Market Definition
  • 1.2. Scope of the Market
    • 1.2.1. Markets Covered
    • 1.2.2. Years Considered for Study
    • 1.2.3. Key Market Segmentations

2. Research Methodology

  • 2.1. Objective of the Study
  • 2.2. Baseline Methodology
  • 2.3. Key Industry Partners
  • 2.4. Major Association and Secondary Sources
  • 2.5. Forecasting Methodology
  • 2.6. Data Triangulation & Validation
  • 2.7. Assumptions and Limitations

3. Executive Summary

  • 3.1. Overview of the Market
  • 3.2. Overview of Key Market Segmentations
  • 3.3. Overview of Key Market Players
  • 3.4. Overview of Key Regions/Countries
  • 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Optical Transceiver Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Protocol (Ethernet, Fiber Channel, CWDM/DWDM, FTTx)
    • 5.2.2. By Data Rate (Less than 10Gbps, 10 Gbps to 40 Gbps, 100 Gbps, Greater than 100 Gbps)
    • 5.2.3. By Application (Data Center, Telecommunication)
    • 5.2.4. By Region
    • 5.2.5. By Company (2025)
  • 5.3. Market Map

6. North America Optical Transceiver Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Protocol
    • 6.2.2. By Data Rate
    • 6.2.3. By Application
    • 6.2.4. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Optical Transceiver Market Outlook
      • 6.3.1.1. Market Size & Forecast
        • 6.3.1.1.1. By Value
      • 6.3.1.2. Market Share & Forecast
        • 6.3.1.2.1. By Protocol
        • 6.3.1.2.2. By Data Rate
        • 6.3.1.2.3. By Application
    • 6.3.2. Canada Optical Transceiver Market Outlook
      • 6.3.2.1. Market Size & Forecast
        • 6.3.2.1.1. By Value
      • 6.3.2.2. Market Share & Forecast
        • 6.3.2.2.1. By Protocol
        • 6.3.2.2.2. By Data Rate
        • 6.3.2.2.3. By Application
    • 6.3.3. Mexico Optical Transceiver Market Outlook
      • 6.3.3.1. Market Size & Forecast
        • 6.3.3.1.1. By Value
      • 6.3.3.2. Market Share & Forecast
        • 6.3.3.2.1. By Protocol
        • 6.3.3.2.2. By Data Rate
        • 6.3.3.2.3. By Application

7. Europe Optical Transceiver Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Protocol
    • 7.2.2. By Data Rate
    • 7.2.3. By Application
    • 7.2.4. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Optical Transceiver Market Outlook
      • 7.3.1.1. Market Size & Forecast
        • 7.3.1.1.1. By Value
      • 7.3.1.2. Market Share & Forecast
        • 7.3.1.2.1. By Protocol
        • 7.3.1.2.2. By Data Rate
        • 7.3.1.2.3. By Application
    • 7.3.2. France Optical Transceiver Market Outlook
      • 7.3.2.1. Market Size & Forecast
        • 7.3.2.1.1. By Value
      • 7.3.2.2. Market Share & Forecast
        • 7.3.2.2.1. By Protocol
        • 7.3.2.2.2. By Data Rate
        • 7.3.2.2.3. By Application
    • 7.3.3. United Kingdom Optical Transceiver Market Outlook
      • 7.3.3.1. Market Size & Forecast
        • 7.3.3.1.1. By Value
      • 7.3.3.2. Market Share & Forecast
        • 7.3.3.2.1. By Protocol
        • 7.3.3.2.2. By Data Rate
        • 7.3.3.2.3. By Application
    • 7.3.4. Italy Optical Transceiver Market Outlook
      • 7.3.4.1. Market Size & Forecast
        • 7.3.4.1.1. By Value
      • 7.3.4.2. Market Share & Forecast
        • 7.3.4.2.1. By Protocol
        • 7.3.4.2.2. By Data Rate
        • 7.3.4.2.3. By Application
    • 7.3.5. Spain Optical Transceiver Market Outlook
      • 7.3.5.1. Market Size & Forecast
        • 7.3.5.1.1. By Value
      • 7.3.5.2. Market Share & Forecast
        • 7.3.5.2.1. By Protocol
        • 7.3.5.2.2. By Data Rate
        • 7.3.5.2.3. By Application

8. Asia Pacific Optical Transceiver Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Protocol
    • 8.2.2. By Data Rate
    • 8.2.3. By Application
    • 8.2.4. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Optical Transceiver Market Outlook
      • 8.3.1.1. Market Size & Forecast
        • 8.3.1.1.1. By Value
      • 8.3.1.2. Market Share & Forecast
        • 8.3.1.2.1. By Protocol
        • 8.3.1.2.2. By Data Rate
        • 8.3.1.2.3. By Application
    • 8.3.2. India Optical Transceiver Market Outlook
      • 8.3.2.1. Market Size & Forecast
        • 8.3.2.1.1. By Value
      • 8.3.2.2. Market Share & Forecast
        • 8.3.2.2.1. By Protocol
        • 8.3.2.2.2. By Data Rate
        • 8.3.2.2.3. By Application
    • 8.3.3. Japan Optical Transceiver Market Outlook
      • 8.3.3.1. Market Size & Forecast
        • 8.3.3.1.1. By Value
      • 8.3.3.2. Market Share & Forecast
        • 8.3.3.2.1. By Protocol
        • 8.3.3.2.2. By Data Rate
        • 8.3.3.2.3. By Application
    • 8.3.4. South Korea Optical Transceiver Market Outlook
      • 8.3.4.1. Market Size & Forecast
        • 8.3.4.1.1. By Value
      • 8.3.4.2. Market Share & Forecast
        • 8.3.4.2.1. By Protocol
        • 8.3.4.2.2. By Data Rate
        • 8.3.4.2.3. By Application
    • 8.3.5. Australia Optical Transceiver Market Outlook
      • 8.3.5.1. Market Size & Forecast
        • 8.3.5.1.1. By Value
      • 8.3.5.2. Market Share & Forecast
        • 8.3.5.2.1. By Protocol
        • 8.3.5.2.2. By Data Rate
        • 8.3.5.2.3. By Application

9. Middle East & Africa Optical Transceiver Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Protocol
    • 9.2.2. By Data Rate
    • 9.2.3. By Application
    • 9.2.4. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Optical Transceiver Market Outlook
      • 9.3.1.1. Market Size & Forecast
        • 9.3.1.1.1. By Value
      • 9.3.1.2. Market Share & Forecast
        • 9.3.1.2.1. By Protocol
        • 9.3.1.2.2. By Data Rate
        • 9.3.1.2.3. By Application
    • 9.3.2. UAE Optical Transceiver Market Outlook
      • 9.3.2.1. Market Size & Forecast
        • 9.3.2.1.1. By Value
      • 9.3.2.2. Market Share & Forecast
        • 9.3.2.2.1. By Protocol
        • 9.3.2.2.2. By Data Rate
        • 9.3.2.2.3. By Application
    • 9.3.3. South Africa Optical Transceiver Market Outlook
      • 9.3.3.1. Market Size & Forecast
        • 9.3.3.1.1. By Value
      • 9.3.3.2. Market Share & Forecast
        • 9.3.3.2.1. By Protocol
        • 9.3.3.2.2. By Data Rate
        • 9.3.3.2.3. By Application

10. South America Optical Transceiver Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Protocol
    • 10.2.2. By Data Rate
    • 10.2.3. By Application
    • 10.2.4. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Optical Transceiver Market Outlook
      • 10.3.1.1. Market Size & Forecast
        • 10.3.1.1.1. By Value
      • 10.3.1.2. Market Share & Forecast
        • 10.3.1.2.1. By Protocol
        • 10.3.1.2.2. By Data Rate
        • 10.3.1.2.3. By Application
    • 10.3.2. Colombia Optical Transceiver Market Outlook
      • 10.3.2.1. Market Size & Forecast
        • 10.3.2.1.1. By Value
      • 10.3.2.2. Market Share & Forecast
        • 10.3.2.2.1. By Protocol
        • 10.3.2.2.2. By Data Rate
        • 10.3.2.2.3. By Application
    • 10.3.3. Argentina Optical Transceiver Market Outlook
      • 10.3.3.1. Market Size & Forecast
        • 10.3.3.1.1. By Value
      • 10.3.3.2. Market Share & Forecast
        • 10.3.3.2.1. By Protocol
        • 10.3.3.2.2. By Data Rate
        • 10.3.3.2.3. By Application

11. Market Dynamics

  • 11.1. Drivers
  • 11.2. Challenges

12. Market Trends & Developments

  • 12.1. Merger & Acquisition (If Any)
  • 12.2. Product Launches (If Any)
  • 12.3. Recent Developments

13. Global Optical Transceiver Market: SWOT Analysis

14. Porter's Five Forces Analysis

  • 14.1. Competition in the Industry
  • 14.2. Potential of New Entrants
  • 14.3. Power of Suppliers
  • 14.4. Power of Customers
  • 14.5. Threat of Substitute Products

15. Competitive Landscape

  • 15.1. Cisco Systems Inc.
    • 15.1.1. Business Overview
    • 15.1.2. Products & Services
    • 15.1.3. Recent Developments
    • 15.1.4. Key Personnel
    • 15.1.5. SWOT Analysis
  • 15.2. Huawei Technologies Co., Ltd.
  • 15.3. Broadcom Inc.
  • 15.4. Fujitsu Ltd.
  • 15.5. Sumitomo Electric Industries, Ltd.
  • 15.6. Accelink Technologies Co., Ltd.
  • 15.7. Innolight Technology Corporation
  • 15.8. Source Photonics, Inc.
  • 15.9. Lumentum Holdings Inc.
  • 15.10. Ciena Corporation

16. Strategic Recommendations

17. About Us & Disclaimer