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市場調查報告書
商品編碼
1914645
光電市場-全球產業規模、佔有率、趨勢、機會及預測(依產品類型、應用、最終用戶、地區及競爭格局分類,2021-2031年)Photonics Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Product Type, By Application, By End User, By Region & Competition, 2021-2031F |
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全球光電市場預計將從2025年的12.1億美元成長到2031年的19.3億美元,複合年成長率(CAGR)為8.09%。此領域涵蓋光波的產生、探測和操控等物理科學,是通訊、醫療和製造等關鍵應用的基礎。推動這一成長的關鍵因素包括對高頻寬資料傳輸基礎設施的迫切需求,以及將光學感測器整合到自動化工業工作流程中的必要性。這些基本需求使得成像組件、雷射和感測器的需求保持穩定,不受消費性電子產品偏好。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 12.1億美元 |
| 市場規模:2031年 | 19.3億美元 |
| 複合年成長率:2026-2031年 | 8.09% |
| 成長最快的細分市場 | 媒體廣播與電訊 |
| 最大的市場 | 北美洲 |
然而,該行業在特種原料全球供應鏈的可靠性方面面臨嚴峻挑戰,這可能導致生產計劃嚴重延誤。根據SPIE發布的《2025年光學與光電全球產業報告》,預計2023年,全球核心光學與光電元件製造的年收入將達到3,450億美元。儘管面臨可能威脅生產營運連續性的物流挑戰,這一數字仍然凸顯了該行業巨大的經濟影響力。
用於高效能運算和人工智慧的矽光電創新正在消除現代資料中心中關鍵的能源效率和頻寬瓶頸。隨著人工智慧模型日益複雜,傳統銅互連的物理限制迫使人們轉向光I/O解決方案,將調製器和雷射直接安裝在矽基基板。這種轉變能夠顯著低耗電量並加快資料傳輸,這對超大規模運算叢集至關重要。近期的投資趨勢也印證了這項發展的經濟效益。根據EE Times 2024年10月發表的題為「Lightmatter在D輪融資中籌集4億美元」的報導,該公司以44億美元的估值完成了一輪大規模的資金籌措,用於擴展其光計算解決方案。這證實了業界對用於人工智慧基礎設施的光連接模組的濃厚興趣。
同時,對高速資料傳輸和5G連接日益成長的需求正推動光纖網路的擴張,以滿足全球網路流量的激增。為了在用戶負載不斷增加的情況下保持網路質量,通訊業者正積極升級其回程傳輸基礎設施,採用先進的光纜和收發器。根據愛立信於2024年6月發布的《行動報告》,預計2023年3月至2024年3月期間,行動網路數據流量將年增25%,這需要持續投資於高容量光子裝置。此外,根據GSMA Intelligence於2024年2月發布的《2024年5G現況報告》,到2023年底,全球5G連接數將超過15億,顯示採用光電技術的通訊設備擁有巨大的市場潛力。
全球特種原料供應鏈的波動性對光電市場的成長構成重大障礙。與一般電子產品生產不同,光學感測器和雷射的製造需要高純度基板和稀土元素,而這些材料通常來自地理位置集中的地區。一旦運輸瓶頸或地緣政治變化擾亂了這些特定的物流路線,製造商就會立即面臨關鍵零件生產延誤的問題。這種脆弱性會影響工業自動化和通訊等行業嚴格的交付期限,直接導致計劃延期和收入確認延遲。
此外,原料供應持續存在的不確定性迫使企業在需求不斷成長的情況下仍只能以低於最大產能的水平運營,從而有效地抑制了成長。這種營運上的不穩定性使庫存計劃變得複雜,並阻礙了長期設施擴建所需的資本投資。近期的一項產業調查顯示,這種物流摩擦的影響範圍十分廣泛:根據《Photonics21》雜誌2024年刊的數據,供應鏈問題影響了業界66%的企業。這項數據表明,原物料採購管道的脆弱性正在阻礙市場充分發揮其經濟潛力。
雷射雷達(LiDAR)技術在大眾市場汽車高級駕駛輔助系統(ADAS)中的標準化應用,正從根本上改變光電感測器產業的格局。汽車製造商不再局限於實驗性無人計程車中使用LiDAR,而是將這些感測器整合到主流乘用車中,從而增強自動駕駛和自動緊急煞車等安全功能。這一轉變得益於固體裝置的成功小型化和感測器成本的降低,使得感測器能夠無縫整合到車輛設計中,而不會影響外觀或空氣動力學性能。根據和賽集團於2024年11月發布的“2024年第三季度審核財務業績”,該公司在一個季度內出貨了129,913個專用於ADAS的雷射雷達單元,比去年同期成長了220%。
同時,高數值孔徑(NA)極紫外線(EUV)微影技術的應用標誌著半導體製造領域的重大變革。隨著半導體製造商將目標轉向2奈米以下的製程節點,傳統的光學微影術技術正逐漸達到其極限,因此,採用高解析度的先進光電系統對於製造精細電路圖案至關重要。這項轉變需要對採用高功率雷射光源和複雜反射鏡組件的下一代光學系統進行大量資本投資。業界對這項技術的投入依然強勁。根據ASML於2024年10月發布的“2024會計年度第三季財務業績”,該季度淨訂單達到26億歐元,其中14億歐元來自EUV系統,這證實了市場對先進光學製造設備的持續需求。
The Global Photonics Market is projected to expand from USD 1.21 Billion in 2025 to USD 1.93 Billion by 2031, registering a CAGR of 8.09%. This field encompasses the physical science responsible for generating, detecting, and manipulating light waves, serving essential applications in telecommunications, healthcare, and manufacturing. Key factors propelling this growth include the urgent need for high-bandwidth data transmission infrastructure and the mandatory integration of optical sensors into automated industrial workflows. These fundamental necessities drive a consistent demand for imaging components, lasers, and sensors, operating independently of temporary fluctuations in consumer electronics preferences.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 1.21 Billion |
| Market Size 2031 | USD 1.93 Billion |
| CAGR 2026-2031 | 8.09% |
| Fastest Growing Segment | Media Broadcasting & Telecommunication |
| Largest Market | North America |
However, the industry faces a significant obstacle regarding the reliability of global supply chains for specialized raw materials, which can critically delay production schedules. According to the 'SPIE 2025 Optics and Photonics Global Industry Report', annual global revenues from the manufacturing of core optics and photonics components hit USD 345 billion in 2023. This figure underscores the sector's substantial economic impact, even as it navigates logistical challenges that threaten the continuity of manufacturing operations.
Market Driver
Innovations in Silicon Photonics for High-Performance Computing and AI are resolving critical energy efficiency and bandwidth bottlenecks in contemporary data centers. As artificial intelligence models become increasingly complex, the physical constraints of legacy copper interconnects require a shift to optical I/O solutions that embed modulators and lasers directly onto silicon substrates. This transition facilitates faster data transfer rates with significantly lower power consumption, which is essential for hyperscale computing clusters. The financial scale of this development is highlighted by recent investments; according to EE Times in October 2024, the 'Lightmatter Raises $400 Million Series D' report noted that the company secured major funding at a USD 4.4 billion valuation to expand its photonic computing solutions, emphasizing the intense industry focus on optical interconnects for AI infrastructure.
Concurrent with this, the rising demand for High-Speed Data Transmission and 5G Connectivity is driving the expansion of optical fiber networks to accommodate surging global internet traffic. Telecommunication operators are actively upgrading backhaul infrastructure with advanced optical cabling and transceivers to sustain network quality amidst increasing user loads. According to the 'Ericsson Mobility Report' from June 2024, mobile network data traffic increased by 25 percent year-on-year between March 2023 and March 2024, necessitating continued investment in high-capacity photonic components. Furthermore, GSMA Intelligence's 'The State of 5G 2024' report from February 2024 indicates that global 5G connections exceeded 1.5 billion by the end of 2023, demonstrating the vast addressable market for photonics-enabled telecommunication hardware.
Market Challenge
The volatility of global supply chains for specialized raw materials creates a distinct barrier to the growth of the photonics market. Unlike general electronics production, manufacturing optical sensors and lasers requires high-purity substrates and rare earth elements that are typically sourced from geographically concentrated areas. When these specific logistical channels suffer disruptions due to transport bottlenecks or geopolitical shifts, manufacturers encounter immediate delays in producing core components. This vulnerability hinders the industry's ability to meet the rigid delivery schedules essential for sectors such as industrial automation and telecommunications, resulting in direct project slowdowns and delayed revenue recognition.
Furthermore, persistent uncertainty regarding material availability compels companies to operate below their maximum production capacity, effectively capping growth despite increasing demand. This operational instability complicates inventory planning and discourages the capital investment necessary for long-term facility expansion. The widespread impact of this logistical friction is evident in recent industry assessments; according to 'Photonics21' in '2024', supply chain issues affected 66% of companies within the sector. This statistic illustrates how the fragility of raw material procurement channels actively restricts the market from achieving its full economic potential.
Market Trends
The standardization of LiDAR technology for mass-market automotive Advanced Driver Assistance Systems (ADAS) is fundamentally transforming the photonics sensor landscape. Automakers are increasingly moving beyond the use of LiDAR in experimental robotaxi fleets to integrate these sensors into consumer passenger vehicles, thereby enhancing safety features like highway autonomy and automatic emergency braking. This shift is enabled by the successful miniaturization of solid-state components and reduction in sensor costs, allowing for seamless integration into vehicle designs without affecting aesthetics or aerodynamics. According to Hesai Group's 'Third Quarter 2024 Unaudited Financial Results' from November 2024, the company delivered 129,913 ADAS-specific LiDAR units in a single quarter, marking a 220 percent increase compared to the same period in the previous year.
Simultaneously, the adoption of High-Numerical Aperture (High-NA) Extreme Ultraviolet (EUV) lithography represents a critical evolution in semiconductor fabrication. As chip manufacturers target process nodes below 2 nanometers, traditional optical lithography becomes insufficient, necessitating advanced photonics systems with superior resolution to define microscopic circuit patterns. This transition requires significant capital investment in next-generation optical systems that employ high-power laser sources and complex mirror assemblies. The industry's commitment to this technology remains strong; according to ASML's 'Q3 2024 financial results' from October 2024, the company reported quarterly net bookings of 2.6 billion EUR, with Extreme Ultraviolet (EUV) systems accounting for 1.4 billion EUR of this total, confirming the sustained demand for advanced optical fabrication tools.
Report Scope
In this report, the Global Photonics Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Photonics Market.
Global Photonics 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: