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市場調查報告書
商品編碼
1934235

光電子市場－全球產業規模、佔有率、趨勢、機會及預測（依組件、材料、最終用戶、地區及競爭格局分類），2021-2031年

Optoelectronics Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Component, By Material, By End-User, 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

全球光電子市場預計將從 2025 年的 447.1 億美元成長到 2031 年的 641.8 億美元，複合年成長率達到 6.21%。

光電子學是研究產生、探測和控制光的裝置的領域，旨在彌合電系統和光系統之間的鴻溝。市場成長的主要驅動力來自汽車產業的快速電氣化，這需要先進的照明和雷射雷達系統來實現自動駕駛；此外，5G網路和工業自動化的廣泛部署也需要高速資料傳輸和高精度感測器。根據世界半導體貿易統計（WSTS）的數據，在經歷一段市場調整期後，預計到2025年，光電子產業將成長4%。

市場概覽
預測期 2027-2031
市場規模：2025年 447.1億美元
市場規模：2031年 641.8億美元
複合年成長率：2026-2031年 6.21%
成長最快的細分市場 氮化鎵
最大的市場 北美洲

阻礙市場發展的關鍵障礙之一是先進化合物半導體製造流程的複雜性和高成本。生產氮化鎵等材料需要專門的機械設備和工藝，這推高了生產成本，限制了其在成本敏感行業的普及應用。此外，關鍵原料供應鏈的脆弱性可能會加劇這些生產限制，並削弱製造商滿足日益成長的全球需求的能力。

市場促進因素

人工智慧 (AI) 和雲端運算的普及推動了資料中心流量的爆炸性成長，這成為全球光電市場的主要催化劑。隨著超大規模資料中心不斷擴展以容納更高級的 AI 工作負載，對高容量光連接模組和收發器的需求日益迫切，以確保低延遲資料傳輸。這種需求迫使營運商從標準銅纜連接遷移到提供更高頻寬密度和更高能源效率的先進光解決方案。這一趨勢在連貫) 截至 2025 年 8 月的會計年度報告中有所體現，該報告顯示，該公司該會計年度營收成長 23%，達到 58.1 億美元。該公司將這一成長歸功於 AI 資料中心領域對收發器的強勁需求。

同時，先進光元件的廣泛部署對於5G網路和高速光纖基礎設施的建設至關重要。通訊業者正快速向獨立組網（SA）5G架構遷移，需要高密度光纖回程傳輸和高精度光感測器來確保網路在速度提升的同時保持穩定性。這項技術演進正顯著推動市場成長。愛立信2025年6月發布的《行動通訊報告》顯示，到2024年底，5G網路將佔全球行動流量的35%，顯示這項數據密集型標準正在迅速採用。此外，半導體產業協會（SIA）在2025年10月發布的報告顯示，2025年8月全球半導體銷售額達到649億美元，年增21.7%，凸顯了基礎建設投資與整個產業的復甦息息相關。

市場挑戰

先進化合物半導體的製造流程極為複雜且成本高昂，這成為全球光電市場發展的一大障礙。例如，氮化鎵等材料的製造需要大量資金投入，需要專用工具和設備，從而顯著增加生產成本。這種沉重的經濟負擔使得製造商難以實現必要的規模經濟，限制了雷射雷達和先進感測器等關鍵技術在汽車等價格敏感型產業的廣泛應用。

供應鏈的脆弱性加劇了這些問題，導致關鍵原料供應不穩定。這種波動迫使製造商應對難以預測的生產計劃並承受不斷波動的投入成本，直接影響盈利和產能。根據IPC 2025年1月的數據，51%的電子產品製造商表示原物料成本上漲。持續的成本壓力正在降低利潤率，並阻礙企業進行產能擴張以滿足激增的全球需求，最終限制了市場的整體成長潛力。

市場趨勢

MicroLED 和 MiniLED 顯示器技術的商業化正在從根本上改變消費性電子產品的格局，使其發展軌跡與傳統照明應用截然不同。製造商正在迅速擴大這些先進面板的生產規模，這些面板為高階電視和汽車介面提供卓越的亮度和對比度，直接挑戰 OLED 的主導地位。隨著產量比率的提高和供應鏈的穩定，這種轉變正在推動銷售的顯著成長，使高階視覺設備能夠進入大眾市場。 TCL 電子於 2025 年 3 月發布的 2024 年年度報告強調了這一趨勢，報告顯示 MiniLED 電視的出貨量同比成長 194.5%，超過 170 萬台，表明消費者正在迅速轉向這種下一代顯示標準。

同時，雷射二極體在工業材料加工領域的廣泛應用，對整體製造業的波動起到了重要的平衡作用。這一趨勢標誌著戰略重心正從重金屬切割轉向半導體製造所需的高精度雷射微加工和微影術設備。隨著晶片結構日益複雜，晶圓加工和檢測對先進光子系統的依賴性不斷增強，推動了對光學設備的持續投資。根據SEMI於2025年9月發布的報告，預計2025年第二季全球半導體製造設備訂單將達到330.7億美元，年增24%，凸顯了光電工具在支援現代製造業的重要性。

目錄

第1章概述

第2章調查方法

第3章執行摘要

第4章：客戶評價

第5章 全球光電市場展望

  • 市場規模及預測
    • 按金額
  • 市佔率及預測
    • 依組件分類（發光二極體（LED）、雷射二極體、感測器、光耦合器、太陽能電池、其他）
    • 依材料分類（氮化鎵、砷化鎵、磷化鎵、鍺矽、碳化矽、磷化銦）
    • 按最終用戶（汽車、航太和國防、家用電子電器、資訊科技、醫療、其他）分類
    • 按地區
    • 按公司（2025 年）
  • 市場地圖

第6章 北美光電市場展望

  • 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 歐洲光電市場展望

  • 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：亞太光電子市場展望

  • 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：中東和非洲光電市場展望

  • 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：南美光電子市場展望

  • 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
  • 任務

第12章 市場趨勢與發展

  • 併購
  • 產品發布
  • 最新進展

第13章 全球光電市場：SWOT分析

第14章：波特五力分析

  • 產業競爭
  • 新進入者的可能性
  • 供應商電力
  • 顧客權力
  • 替代品的威脅

第15章 競爭格局

  • General Electric Company
  • Panasonic Corporation
  • Samsung Electronics
  • Omnivision Technologies Inc.
  • Sony Corporation
  • Hamamatsu Photonics KK
  • Osram Licht AG
  • ON Semiconductor
  • Texas Instruments
  • Micropac Industries

第16章 策略建議

第17章：關於研究公司及免責聲明

簡介目錄
Product Code: 14705

The Global Optoelectronics Market is projected to expand from USD 44.71 Billion in 2025 to USD 64.18 Billion by 2031, achieving a CAGR of 6.21%. Optoelectronics involves devices that generate, detect, and manipulate light to bridge the gap between electrical and optical systems. Market growth is primarily fueled by the rapid electrification of the automotive sector, which demands advanced lighting and LiDAR systems for autonomous driving, as well as the broad rollout of 5G networks and industrial automation requiring high-speed data transmission and precision sensors. According to World Semiconductor Trade Statistics, the optoelectronics sector is anticipated to see a 4 percent growth rate in 2025 following a period of market correction.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 44.71 Billion
Market Size 2031USD 64.18 Billion
CAGR 2026-20316.21%
Fastest Growing SegmentGallium Nitride
Largest MarketNorth America

A major obstacle potentially hindering market progress is the significant complexity and cost involved in manufacturing advanced compound semiconductors. producing materials like Gallium Nitride necessitates specialized machinery and processes, raising production costs and restricting mass adoption in cost-sensitive areas. Additionally, supply chain fragilities regarding essential raw materials worsen these production limitations and may impede manufacturers' capacity to satisfy the escalating global demand.

Market Driver

The explosive growth in data center traffic, fueled by the widespread adoption of artificial intelligence and cloud computing, is a major catalyst for the Global Optoelectronics Market. As hyperscale centers expand to handle intense AI workloads, there is an urgent requirement for high-capacity optical interconnects and transceivers to guarantee low-latency data transmission. This necessity compels operators to switch from standard copper connections to advanced optical solutions that provide better bandwidth density and energy efficiency. This trend is reflected in Coherent Corp.'s August 2025 report, which cited a 23 percent revenue increase to $5.81 billion for the fiscal year, a rise attributed to strong demand for transceivers in the AI data center sector.

Simultaneously, the buildup of 5G networks and high-speed fiber optic infrastructure requires the broad implementation of advanced optical components. Telecommunications providers are fast-tracking the shift to standalone 5G architectures, necessitating denser fiber backhaul and precise optical sensors to ensure network stability at higher speeds. This technological evolution is driving significant market volume. Ericsson's June 2025 Mobility Report noted that 5G networks comprised 35 percent of global mobile traffic by late 2024, highlighting the swift uptake of this data-heavy standard. Furthermore, the Semiconductor Industry Association reported in October 2025 that global semiconductor sales rose 21.7 percent year-over-year to $64.9 billion in August 2025, linking infrastructure spending to broader industry recovery.

Market Challenge

The substantial complexity and high costs involved in producing advanced compound semiconductors create a significant barrier to the Global Optoelectronics Market's expansion. The fabrication of materials like Gallium Nitride is capital-heavy, requiring specialized machinery that drastically increases production expenses. These financial burdens make it challenging for manufacturers to reach the necessary economies of scale, thereby restricting the widespread use of critical technologies such as LiDAR and advanced sensors in price-conscious sectors like the automotive industry.

Supply chain weaknesses further aggravate these issues by causing instability in the availability of crucial raw materials. This volatility compels manufacturers to manage unpredictable production timelines and absorb variable input costs, which directly harms profitability and output potential. According to IPC data from January 2025, 51 percent of electronics manufacturers reported rising material costs. Such ongoing cost pressures reduce margins and prevent companies from investing in the capacity growth needed to meet surging global demand, effectively limiting the market's overall growth potential.

Market Trends

The commercialization of Micro-LED and Mini-LED display technologies is fundamentally transforming the consumer electronics landscape, establishing a growth trajectory separate from standard lighting applications. Manufacturers are rapidly scaling production of these advanced panels to offer superior brightness and contrast for premium televisions and automotive interfaces, directly challenging OLED dominance. This shift is driving substantial volume growth as yield rates rise and supply chains stabilize, allowing for mass market adoption of high-end visual devices. TCL Electronics' 2024 Annual Report, released in March 2025, highlights this trend with a 194.5 percent year-on-year surge in Mini-LED TV shipments to over 1.7 million units, underscoring the rapid consumer move toward this next-generation display standard.

In parallel, the increasing use of laser diodes in industrial material processing serves as a vital balance against fluctuations in general manufacturing sectors. This trend represents a strategic shift toward high-precision laser micro-machining and lithography tools required for semiconductor fabrication, moving beyond heavy-duty metal cutting. As chip architectures grow more complex, the reliance on advanced photonic systems for wafer processing and inspection has intensified, fueling sustained investment in optical capital equipment. SEMI reported in September 2025 that global semiconductor equipment billings rose by 24 percent year-over-year to $33.07 billion in the second quarter of 2025, emphasizing the critical role of optoelectronic tools in enabling modern manufacturing.

Key Market Players

  • General Electric Company
  • Panasonic Corporation
  • Samsung Electronics
  • Omnivision Technologies Inc.
  • Sony Corporation
  • Hamamatsu Photonics K.K.
  • Osram Licht AG
  • ON Semiconductor
  • Texas Instruments
  • Micropac Industries

Report Scope

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

Optoelectronics Market, By Component

  • Light-Emitting Diode (LED)
  • Laser Diode
  • Sensors
  • Optocouplers
  • Photovoltaic Cells
  • Others

Optoelectronics Market, By Material

  • Gallium Nitride
  • Gallium Arsenide
  • Gallium Phosphide
  • Silicon Germanium
  • Silicon Carbide
  • Indium Phosphide

Optoelectronics Market, By End-User

  • Automotive
  • Aerospace & Defense
  • Consumer Electronics
  • Information Technology
  • Healthcare
  • Others

Optoelectronics 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 Optoelectronics Market.

Available Customizations:

Global Optoelectronics 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 Optoelectronics Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Component (Light-Emitting Diode (LED), Laser Diode, Sensors, Optocouplers, Photovoltaic Cells, Others)
    • 5.2.2. By Material (Gallium Nitride, Gallium Arsenide, Gallium Phosphide, Silicon Germanium, Silicon Carbide, Indium Phosphide)
    • 5.2.3. By End-User (Automotive, Aerospace & Defense, Consumer Electronics, Information Technology, Healthcare, Others)
    • 5.2.4. By Region
    • 5.2.5. By Company (2025)
  • 5.3. Market Map

6. North America Optoelectronics Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Component
    • 6.2.2. By Material
    • 6.2.3. By End-User
    • 6.2.4. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Optoelectronics 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 Component
        • 6.3.1.2.2. By Material
        • 6.3.1.2.3. By End-User
    • 6.3.2. Canada Optoelectronics 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 Component
        • 6.3.2.2.2. By Material
        • 6.3.2.2.3. By End-User
    • 6.3.3. Mexico Optoelectronics 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 Component
        • 6.3.3.2.2. By Material
        • 6.3.3.2.3. By End-User

7. Europe Optoelectronics Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Component
    • 7.2.2. By Material
    • 7.2.3. By End-User
    • 7.2.4. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Optoelectronics 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 Component
        • 7.3.1.2.2. By Material
        • 7.3.1.2.3. By End-User
    • 7.3.2. France Optoelectronics 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 Component
        • 7.3.2.2.2. By Material
        • 7.3.2.2.3. By End-User
    • 7.3.3. United Kingdom Optoelectronics 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 Component
        • 7.3.3.2.2. By Material
        • 7.3.3.2.3. By End-User
    • 7.3.4. Italy Optoelectronics 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 Component
        • 7.3.4.2.2. By Material
        • 7.3.4.2.3. By End-User
    • 7.3.5. Spain Optoelectronics 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 Component
        • 7.3.5.2.2. By Material
        • 7.3.5.2.3. By End-User

8. Asia Pacific Optoelectronics Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Component
    • 8.2.2. By Material
    • 8.2.3. By End-User
    • 8.2.4. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Optoelectronics 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 Component
        • 8.3.1.2.2. By Material
        • 8.3.1.2.3. By End-User
    • 8.3.2. India Optoelectronics 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 Component
        • 8.3.2.2.2. By Material
        • 8.3.2.2.3. By End-User
    • 8.3.3. Japan Optoelectronics 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 Component
        • 8.3.3.2.2. By Material
        • 8.3.3.2.3. By End-User
    • 8.3.4. South Korea Optoelectronics 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 Component
        • 8.3.4.2.2. By Material
        • 8.3.4.2.3. By End-User
    • 8.3.5. Australia Optoelectronics 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 Component
        • 8.3.5.2.2. By Material
        • 8.3.5.2.3. By End-User

9. Middle East & Africa Optoelectronics Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Component
    • 9.2.2. By Material
    • 9.2.3. By End-User
    • 9.2.4. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Optoelectronics 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 Component
        • 9.3.1.2.2. By Material
        • 9.3.1.2.3. By End-User
    • 9.3.2. UAE Optoelectronics 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 Component
        • 9.3.2.2.2. By Material
        • 9.3.2.2.3. By End-User
    • 9.3.3. South Africa Optoelectronics 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 Component
        • 9.3.3.2.2. By Material
        • 9.3.3.2.3. By End-User

10. South America Optoelectronics Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Component
    • 10.2.2. By Material
    • 10.2.3. By End-User
    • 10.2.4. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Optoelectronics 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 Component
        • 10.3.1.2.2. By Material
        • 10.3.1.2.3. By End-User
    • 10.3.2. Colombia Optoelectronics 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 Component
        • 10.3.2.2.2. By Material
        • 10.3.2.2.3. By End-User
    • 10.3.3. Argentina Optoelectronics 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 Component
        • 10.3.3.2.2. By Material
        • 10.3.3.2.3. By End-User

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 Optoelectronics 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. General Electric Company
    • 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. Panasonic Corporation
  • 15.3. Samsung Electronics
  • 15.4. Omnivision Technologies Inc.
  • 15.5. Sony Corporation
  • 15.6. Hamamatsu Photonics K.K.
  • 15.7. Osram Licht AG
  • 15.8. ON Semiconductor
  • 15.9. Texas Instruments
  • 15.10. Micropac Industries

16. Strategic Recommendations

17. About Us & Disclaimer