光子积体电路：全球市场专注于硅光电

全球光子积体电路 (PIC) 市场规模预计将从 2024 年的 139 亿美元成长到 2029 年的 242 亿美元，预测期内的复合年增长率为 11.8%。

北美 PIC 市场预计将从 2024 年的 55 亿美元成长到 2029 年的 99 亿美元，复合年增长率为 12.4%。预计亚太市场规模将从 2024 年的 35 亿美元成长到 2029 年的 72 亿美元，复合年增长率为 15.7%。

本报告调查了全球光子积体电路（PIC）市场，并提供了市场的全面概述、市场影响因素和市场机会的分析、法律制度、新兴技术和技术发展的趋势、市场规模的趋势和预测、各个细分市场和地区的详细分析、竞争格局以及主要企业的概况。

目录

第一章执行摘要

• 市场展望
• 研究范围
• 市场摘要
• 市场动态与成长要素
• 新兴技术
• 細項分析
• 区域分析
• 结论

第二章 市场概况

• 概述
• 前景
• 宏观经济因素分析
• 中美贸易战的影响
• 价值链分析
• 波特五力分析

第三章 市场动态

• 关键要点
• 市场驱动因素
• 对高速资料传输和处理的需求日益增加
• 注重提高能源效率和永续性
• 设备小型化和对紧凑型解决方案的需求不断增长
• 市场限制
• 需要大量的初始投资
• 复杂的製造工艺
• 市场机会
• 透过永续性努力取得进展
• 5G 网路的广泛应用
• 透过整合 AI 和 ML 增强功能

第四章 监管状况

• 概述
• 各国 PIC 监管情况

第五章 新兴技术与专利分析

• 概述
• 新兴技术
• 硅光电
• 量子 PIC
• III-V 半导体异质整合
• 神经型态电路
• 专利分析
• 区域模式
• 近期专利授权
• 主要发现

第六章市场区隔分析

• 细分市场
• 市场区隔：按组件
• 关键要点
• 收发器
• 雷射
• 调变
• 检测器
• 多工器/解多工器
• 光放大器
• 其他的
• 按整合类型分類的市场
• 关键要点
• 单晶片集成
• 混合整合
• 市场区隔：依原料
• 关键要点
• 磷化铟
• 砷化镓
• 硅
• 硅基二氧化硅
• 铌酸锂
• 其他的
• 市场区隔：按应用
• 关键要点
• 光纤通讯
• 感测
• 生医光电
• 光讯号处理
• 地理分布
• 市场区隔：按地区
• 关键要点
• 北美洲
• 欧洲
• 亚太地区
• 其他地区

第七章 竞争格局

• 关键要点
• 生态系分析
• 主要竞争对手排名分析
• Infinera Corp.
• Intel Corp.
• Cisco Systems Inc.
• Coherent Corp.
• Ciena Corp.
• 策略建议

第 8 章 全球 PIC 市场的永续性：ESG 视角

• 关键要点
• ESG：概述
• 环境影响
• 社会影响
• 管治影响
• PIC 市场中的 ESG 现状
• BCC的结语

第 9 章 附录

• 调查方法
• 参考
• 简称
• 公司简介
• AYAR LABS
• BROADEX TECHNOLOGIES
• CIENA CORP.
• CISCO SYSTEMS INC.
• COHERENT CORP.
• EFFECT PHOTONICS
• EMCORE CORP.
• INFINERA CORP.
• INTEL CORP.
• LUMENTUM OPERATIONS LLC.
• POET TECHNOLOGIES INC.
• POLARITON TECHNOLOGIES AG
• SCINTIL PHOTONICS
• SOURCE PHOTONICS
• SUMITOMO ELECTRIC INDUSTRIES LTD.

The global market for photonic integrated circuits (PICs) is expected to grow from $13.9 billion in 2024 and projected to reach $24.2 billion by 2029, at a compound annual growth rate (CAGR) of 11.8% from 2024 through 2029.

The North American market for PICs is expected to grow from $5.5 billion in 2024 and projected to reach $9.9 billion by 2029, at a CAGR of 12.4% from 2024 through 2029.

The Asia-Pacific market for PICs is expected to grow from $3.5 billion in 2024 and projected to reach $7.2 billion by 2029, at a CAGR of 15.7% from 2024 through 2029.

Report Scope

The report analyzes the photonic integrated circuits (PICs) market across components, integration types, raw materials, and applications, offering insights into key trends and market drivers. The study focuses on components such as transceivers, lasers, modulators, detectors, multiplexers/demultiplexers (MUX/DEMUX), and optical amplifiers, assessing their adoption across diverse applications that include optical communication, sensing, biophotonics, and optical signal processing.

The report provides a comprehensive regional analysis covering North America, Europe, Asia-Pacific, and the Rest of the World (RoW), including Latin America, the Middle East, and Africa. It evaluates the market dynamics, including drivers, challenges, and emerging trends, while highlighting innovations in material design and performance enhancement. The study concludes with an analysis of major market competitors and their offerings. The base year for the study is 2023, with projections for the years 2024 through 2029, including the compound annual growth rate (CAGR) for the forecast period.

Report Includes

• 59 data tables and 40 additional tables
• In-depth analyses of the global market trends for photonic integrated circuits (PICs), with market revenue data for 2023, estimates for 2024, forecast for 2026 and 2028, and projected CAGRs through 2029
• Estimates of the size and growth forecasts of the global PICs market, and a corresponding market share analysis by component, integration type, raw material type, application, and region
• Facts and figures pertaining to the market dynamics, technical advances, regulatory landscape, and the impact of macroeconomic factors
• Insights derived from the Porter's Five Forces model, as well as global supply chain and PESTLE analyses
• Review of emerging trends and new developments with special focus on silicon photonics technology
• Evaluation of recent patent activity and key granted and published patents
• Overview of sustainability trends and ESG developments, with emphasis on consumer attitudes, and the ESG scores and practices of leading companies
• Analysis of the industry structure, including companies' market shares and rankings, strategic alliances, M&A activity and a venture funding outlook
• Profiles of leading companies, including Infinera Corp., Intel Corp., Cisco Systems Inc., Coherent Corp., and Ciena Corp.

Table of Contents

Chapter 1 Executive Summary

• Market Outlook
• Scope of the Report
• Market Summary
• Market Dynamics and Growth Factors
• Emerging Technologies
• Segmental Analysis
• Regional Analysis
• Conclusion

Chapter 2 Market Overview

• Overview
• Outlook
• Macroeconomic Factors Analysis
• Impact of the U.S.-China Trade War
• Value Chain Analysis
• Porter's Five Forces Analysis

Chapter 3 Market Dynamics

• Key Takeaways
• Market Drivers
• Rising Demand for High-Speed Data Transmission and Processing
• Increasing Emphasis on Enhanced Energy Efficiency and Sustainability
• Expanding Requirements for Device Miniaturization and Compact Solutions
• Market Restraints
• Significant Initial Investment Requirements
• Complex Manufacturing Processes
• Market Opportunities
• Advances Through Sustainability Initiatives
• Increasing Deployment of 5G Networks
• Enhancing Capabilities with the Integration of AI and ML

Chapter 4 Regulatory Landscape

• Overview
• Regulatory Scenario of PICs by Country

Chapter 5 Emerging Technologies and Patent Analysis

• Overview
• Emerging Technologies
• Silicon Photonics
• Quantum PICs
• III-V Semiconductor Heterogeneous Integration
• Neuromorphic Photonic Circuits
• Patent Analysis
• Regional Patterns
• Recent Patent Grants
• Key Findings

Chapter 6 Market Segmentation Analysis

• Segmentation Breakdown
• Market Breakdown by Component
• Key Takeaways
• Transceivers
• Lasers
• Modulators
• Detectors
• MUX/DEMUX
• Optical Amplifiers
• Others
• Market Breakdown by Integration Type
• Key Takeaways
• Monolithic Integration
• Hybrid Integration
• Market Breakdown by Raw Material
• Key Takeaways
• Indium Phosphide
• Gallium Arsenide
• Silicon
• Silica-on-Silicon
• Lithium Niobate
• Others
• Market Breakdown by Application
• Key Takeaways
• Optical Communications
• Sensing
• Biophotonics
• Optical Signal Processing
• Geographic Breakdown
• Market Breakdown by Region
• Key Takeaways
• North America
• Europe
• Asia-Pacific
• Rest of the World

Chapter 7 Competitive Landscape

• Key Takeaways
• Market Ecosystem Analysis
• Material Suppliers
• PICs Manufacturers
• Original Equipment Manufacturers (OEMs)
• Leading Competitors' Market Ranking Analysis
• Infinera Corp.
• Intel Corp.
• Cisco Systems Inc.
• Coherent Corp.
• Ciena Corp.
• Strategic Recommendations

Chapter 8 Sustainability in the Global PICs Market: An ESG Perspective

• Key Takeaways
• ESG Overview
• Environmental Impact
• Social Impact
• Governance Impact
• Status of ESG in the PICs Market
• Concluding Remarks from BCC

Chapter 9 Appendix

• Research Methodology
• References
• Abbreviations
• Company Profiles
• AYAR LABS
• BROADEX TECHNOLOGIES
• CIENA CORP.
• CISCO SYSTEMS INC.
• COHERENT CORP.
• EFFECT PHOTONICS
• EMCORE CORP.
• INFINERA CORP.
• INTEL CORP.
• LUMENTUM OPERATIONS LLC.
• POET TECHNOLOGIES INC.
• POLARITON TECHNOLOGIES AG
• SCINTIL PHOTONICS
• SOURCE PHOTONICS
• SUMITOMO ELECTRIC INDUSTRIES LTD.

List of Tables

• Summary Table : Global Market for PICs, by Region, Through 2029
• Table 1 : Porter's Five Forces: Rating Scale
• Table 2 : Regulatory Scenario of PICs, by Country
• Table 3 : Published Patents on PICs, 2024 and 2025
• Table 4 : Global Market for PICs, by Component, Through 2029
• Table 5 : Global Market for Transceivers in PICs, by Region, Through 2029
• Table 6 : Global Market for Lasers in PICs, by Region, Through 2029
• Table 7 : Global Market for Modulators in PICs, by Region, Through 2029
• Table 8 : Global Market for Detectors in PICs, by Region, Through 2029
• Table 9 : Global Market for MUX/DEMUX in PICs, by Region, Through 2029
• Table 10 : Global Market for Optical Amplifiers in PICs, by Region, Through 2029
• Table 11 : Global Market for Other Components in PICs, by Region, Through 2029
• Table 12 : Global Market for PICs, by Integration Type, Through 2029
• Table 13 : Global Market for Monolithic Integration of PICs, by Region, Through 2029
• Table 14 : Global Market for Hybrid Integration of PICs, by Region, Through 2029
• Table 15 : Global Market for PICs, by Raw Material, Through 2029
• Table 16 : Global Market for Indium Phosphide in PICs, by Region, Through 2029
• Table 17 : Global Market for Gallium Arsenide in PICs, by Region, Through 2029
• Table 18 : Global Market for Silicon in PICs, by Region, Through 2029
• Table 19 : Global Market for Silica-on-Silicon in PICs, by Region, Through 2029
• Table 20 : Global Market for Lithium Niobate in PICs, by Region, Through 2029
• Table 21 : Global Market for Other Raw Materials in PICs, by Region, Through 2029
• Table 22 : Global Market for PICs, by Application, Through 2029
• Table 23 : Global Market for PICs in Optical Communications Applications, by Sub-Application, Through 2029
• Table 24 : Global Market for PICs in Optical Communications Applications, by Region, Through 2029
• Table 25 : Global Market for PICs in Sensing Applications, by Sub-Application, Through 2029
• Table 26 : Global Market for PICs in Sensing Applications, by Region, Through 2029
• Table 27 : Global Market for PICs in Biophotonics Applications, by Sub-Application, Through 2029
• Table 28 : Global Market for PICs in Biophotonics Applications, by Region, Through 2029
• Table 29 : Global Market for PICs in Optical Signal Processing Applications, by Sub-Application, Through 2029
• Table 30 : Global Market for PICs in Optical Signal Processing Applications, by Region, Through 2029
• Table 31 : Global Market for PICs, by Region, Through 2029
• Table 32 : North American Market for PICs, by Country, Through 2029
• Table 33 : North American Market for PICs, by Component, Through 2029
• Table 34 : North American Market for PICs, by Integration Type, Through 2029
• Table 35 : North American Market for PICs, by Raw Material, Through 2029
• Table 36 : North American Market for PICs, by Application, Through 2029
• Table 37 : European Market for PICs, by Country, Through 2029
• Table 38 : European Market for PICs, by Component, Through 2029
• Table 39 : European Market for PICs, by Integration Type, Through 2029
• Table 40 : European Market for PICs, by Raw Material, Through 2029
• Table 41 : European Market for PICs, by Application, Through 2029
• Table 42 : Asia-Pacific Market for PICs, by Country, Through 2029
• Table 43 : Asia-Pacific Market for PICs, by Component, Through 2029
• Table 44 : Asia-Pacific Market for PICs, by Integration Type, Through 2029
• Table 45 : Asia-Pacific Market for PICs, by Raw Material, Through 2029
• Table 46 : Asia-Pacific Market for PICs, by Application, Through 2029
• Table 47 : Rest of the World Market for PICs, by Sub-Region, Through 2029
• Table 48 : Rest of the World Market for PICs, by Component, Through 2029
• Table 49 : Rest of the World Market for PICs, by Integration Type, Through 2029
• Table 50 : Rest of the World Market for PICs, by Raw Material, Through 2029
• Table 51 : Rest of the World Market for PICs, by Application, Through 2029
• Table 52 : Leading Competitors' Ranking in the Global Market for PICs, 2023
• Table 53 : ESG Risk Ratings Metric, by Company, 2024
• Table 54 : Abbreviations Used in the Report
• Table 55 : Ayar Labs: Company Snapshot
• Table 56 : Ayar Labs: Product Portfolio
• Table 57 : Broadex Technologies: Company Snapshot
• Table 58 : Broadex Technologies: Financial Performance, FY 2022 and 2023
• Table 59 : Broadex Technologies: Product Portfolio
• Table 60 : Ciena Corp.: Company Snapshot
• Table 61 : Ciena Corp.: Financial Performance, FY 2023 and 2024
• Table 62 : Ciena Corp.: Product Portfolio
• Table 63 : Cisco Systems Inc.: Company Snapshot
• Table 64 : Cisco Systems Inc.: Financial Performance, FY 2023 and 2024
• Table 65 : Cisco Systems Inc.: Product Portfolio
• Table 66 : Coherent Corp.: Company Snapshot
• Table 67 : Coherent Corp.: Financial Performance, FY 2022 and 2023
• Table 68 : Coherent Corp.: Product Portfolio
• Table 69 : Effect Photonics: Company Snapshot
• Table 70 : Effect Photonics: Product Portfolio
• Table 71 : Emcore Corp.: Company Snapshot
• Table 72 : Emcore Corp.: Financial Performance, FY 2023 and 2024
• Table 73 : Emcore Corp.: Product Portfolio
• Table 74 : Infinera Corp.: Company Snapshot
• Table 75 : Infinera Corp.: Financial Performance, FY 2022 and 2023
• Table 76 : Infinera Corp.: Product Portfolio
• Table 77 : Infinera Corp.: News/Key Developments, 2024
• Table 78 : Intel Corp.: Company Snapshot
• Table 79 : Intel Corp.: Financial Performance, FY 2023 and 2024
• Table 80 : Intel Corp.: Product Portfolio
• Table 81 : Intel Corp.: News/Key Developments, 2024
• Table 82 : Lumentum Operations LLC.: Company Snapshot
• Table 83 : Lumentum Operations LLC.: Financial Performance, FY 2023 and 2024
• Table 84 : Lumentum Operations LLC.: Product Portfolio
• Table 85 : Lumentum Operations LLC.: News/Key Developments, 2024
• Table 86 : Poet Technologies Inc.: Company Snapshot
• Table 87 : Poet Technologies Inc.: Financial Performance, FY 2022 and 2023
• Table 88 : Poet Technologies Inc.: Product Portfolio
• Table 89 : Poet Technologies Inc.: News/Key Developments, 2025
• Table 90 : Polariton Technologies AG: Company Snapshot
• Table 91 : Polariton Technologies AG: Product Portfolio
• Table 92 : SCINTIL Photonics: Company Snapshot
• Table 93 : SCINTIL Photonics: Product Portfolio
• Table 94 : Source Photonics: Company Snapshot
• Table 95 : Source Photonics: Product Portfolio
• Table 96 : Sumitomo Electric Industries Ltd.: Company Snapshot
• Table 97 : Sumitomo Electric Industries Ltd.: Financial Performance, FY 2022 and 2023
• Table 98 : Sumitomo Electric Industries Ltd.: Product Portfolio

List of Figures

• Summary Figure : Global Market Shares of PICs, by Region, 2023
• Figure 1 : PICs Market: Value Chain Analysis
• Figure 2 : Porter's Five Forces Analysis-Global PICs Market
• Figure 3 : PICs Market: Bargaining Power of Suppliers
• Figure 4 : PICs Market: Bargaining Power of Consumers
• Figure 5 : PICs Market: Potential for New Entrants
• Figure 6 : PICs Market: Level of Competitiveness
• Figure 7 : Snapshot of the Market Dynamics for PICs
• Figure 8 : Emerging Technologies in PICs
• Figure 9 : Share of Published Patents and Patent Applications on PICs, by Assignee Country/Organization, 2023-January 2025
• Figure 10 : Global Market Shares of PICs, by Component, 2023
• Figure 11 : Global Market Shares of Transceivers in PICs, by Region, 2023
• Figure 12 : Global Market Shares of Lasers in PICs, by Region, 2023
• Figure 13 : Global Market Shares of Modulators in PICs, by Region, 2023
• Figure 14 : Global Market Shares of Detectors in PICs, by Region, 2023
• Figure 15 : Global Market Shares of MUX/DEMUX in PICs, by Region, 2023
• Figure 16 : Global Market Shares of Optical Amplifiers in PICs, by Region, 2023
• Figure 17 : Global Market Shares of Other Components in PICs, by Region, 2023
• Figure 18 : Global Market Shares of PICs, by Integration Type, 2023
• Figure 19 : Global Market Shares of Monolithic Integration of PICs, by Region, 2023
• Figure 20 : Global Market Shares of Hybrid Integration of PICs, by Region, 2023
• Figure 21 : Global Market Shares of PICs, by Raw Material, 2023
• Figure 22 : Global Market Shares of Indium Phosphide in PICs, by Region, 2023
• Figure 23 : Global Market Shares of Gallium Arsenide in PICs, by Region, 2023
• Figure 24 : Global Market Shares of Silicon in PICs, by Region, 2023
• Figure 25 : Global Market Shares of Silica-on-Silicon in PICs, by Region, 2023
• Figure 26 : Global Market Shares of Lithium Niobate in PICs, by Region, 2023
• Figure 27 : Global Market Shares of Other Raw Materials in PICs, by Region, 2023
• Figure 28 : Global Market Shares of PICs, by Application, 2023
• Figure 29 : Global Market Shares of PICs in Optical Communications Applications, by Sub-application, 2023
• Figure 30 : Global Market Shares of PICs in Optical Communications Applications, by Region, 2023
• Figure 31 : Global Market Shares of PICs in Sensing Applications, by Sub-Application, 2023
• Figure 32 : Global Market Shares of PICs in Sensing Applications, by Region, 2023
• Figure 33 : Global Market Shares of PICs in Biophotonics Applications, by Sub-Application, 2023
• Figure 34 : Global Market Shares of PICs in Biophotonics Applications, by Region, 2023
• Figure 35 : Global Market Shares of PICs in Optical Signal Processing Applications, by Sub-Application, 2023
• Figure 36 : Global Market Shares of PICs in Optical Signal Processing Applications, by Region, 2023
• Figure 37 : Global Market Shares of PICs in Optical Signal Processing Applications, by Region, 2023
• Figure 38 : Broadex Technologies: Revenue Share, by Business Unit, FY 2023
• Figure 39 : Broadex Technologies: Revenue Share, by Region, FY 2023
• Figure 40 : Ciena Corp.: Revenue Share, by Business Unit, FY 2024
• Figure 41 : Ciena Corp.: Revenue Share, by Region, FY 2024
• Figure 42 : Cisco Systems Inc.: Revenue Share, by Business Unit, FY 2024
• Figure 43 : Cisco Systems Inc.: Revenue Share, by Region, FY 2024
• Figure 44 : Coherent Corp.: Revenue Share, by Business Unit, FY 2023
• Figure 45 : Coherent Corp.: Revenue Share, by Country/Region, FY 2023
• Figure 46 : Emcore Corp.: Revenue Share, by Country/Region, FY 2024
• Figure 47 : Infinera Corp.: Revenue Share, by Business Unit, FY 2023
• Figure 48 : Infinera Corp.: Revenue Share, by Country/Region, FY 2023
• Figure 49 : Intel Corp.: Revenue Share, by Business Unit, FY 2024
• Figure 50 : Intel Corp.: Revenue Share, by Country/Region, FY 2024
• Figure 51 : Lumentum Operations LLC.: Revenue Share, by Business Segment, FY 2023
• Figure 52 : Lumentum Operations LLC.: Revenue Share, by Country/Region, FY 2023
• Figure 53 : Sumitomo Electric Industries Ltd.: Revenue Share, by Business Unit, FY 2023
• Figure 54 : Sumitomo Electric Industries Ltd.: Revenue Share, by Country/Region, FY 2023