市场调查报告书
商品编码
1352163
全球光互连市场 - 2023-2030Global Optical Interconnects Market - 2023-2030 |
※ 本网页内容可能与最新版本有所差异。详细情况请与我们联繫。
全球光互连市场2022年达到145亿美元,预计2030年将达293亿美元,2023-2030年预测期间复合年增长率为13.2%。
对高速资料传输的需求不断增长,特别是在资料中心和电信网路中,这是市场的重要驱动力之一。光互连以非常高的速度传输资料,这使得它们对于处理不断增长的资料流量至关重要。资料中心和储存对云端运算的支援创造了对光互连解决方案的巨大需求。
由于服务和应用程式的资料更加密集,因此不断需要更大的频宽网路。透过光学互连支援高清视讯串流和虚拟现实,提供必要的频宽。与其他传统的铜互连相比,光学互连更加节能。采用具有强大、高容量互连解决方案的 5G 网路。
根据 Telecom.com 发布的消息,HFCL(Himachal Futuristic Communications Limited)董事总经理 Mahendra Nahata 表示,预计到 2023 年 9 月,印度将成为全球顶尖的 5G 生态系统之一。「巴拉特6G联盟」的成立将有助于这一发展。光纤连接范围为 25fkm 至 35mn fkm。
亚太地区是全球光互连市场不断增长的地区之一,占全球市场份额的1/3以上,在云端服务和数位转型计画日益普及的推动下,该地区的资料中心建设和扩张显着增长。光互连对于连接这些资料中心内的伺服器、储存和网路设备至关重要,可满足不断增长的资料处理和储存需求。
5G 网路需要更高的频宽来支援增加的资料流量、超低延迟和大规模连线。由于能够在更远的距离上以高速率传输资料,光学互连非常适合满足这些频宽需求。为了支援无人驾驶汽车、远端手术和扩增实境等应用,5G 网路被设计为具有极低的延迟。光互连可提供低延迟的资料传输,这使其对于实现 5G 的低延迟目标至关重要。
For instance, on 2 October 2022, STL introduced India's first multicore fiber and cable to enhance fiber connectivity, particularly to meet the demands of 5G technology and this innovation is designed to carry multiple light beams within the fiber cable, allowing for high-density 资料传染.在印度向5G网路过渡的背景下,需要增加光纤化以适应大量资料的传输。印度目前的光纤化率相对较低,目前印度只有约30%的铁塔实现了光纤化。
对资料和更高频宽能力不断增长的需求需要创新的解决方案。合作使公司能够汇集资源和专业知识来开发和部署能够满足这些需求的高速光学互连。协作努力通常涉及来自不同地区的合作伙伴,使公司能够扩大影响力并进入新市场,而这种全球影响力对于满足全球光学互连日益增长的需求至关重要。
例如,2022 年 3 月 26 日,资料中心、企业和电信网路高速通讯解决方案供应商 FS.com 与高速互连解决方案领先製造商罗森伯格合作,双方合作重点是提供 NEX10- FO 和Q -RMC 户外连接器可在充满挑战的户外环境中实现可靠、耐用的光纤连接,这些连接器旨在满足行动通讯网路、5G 基地台、智慧电网、高速铁路和工业自动化的需求,提供高效的安装和使用稳定的资料传输。
在视讯串流、云端运算、物联网和5G等应用的推动下,资料流量呈指数级增长,需要高速、高效的资料传输。光互连提供了处理这种资料激增所需的频宽和速度。资料中心不断扩展以适应不断增长的资料量。光纤互连可实现伺服器和资料储存之间更快的资料传输,减少延迟并提高整体效能。
例如,2023 年 2 月 22 日,Nubis Communications 推出了专为机器学习和人工智慧 (ML/AI) 网路设计的突破性光学技术平台。该平台提供高密度和超低功耗,能够建构能够充分利用ML/AI丛集处理能力的网路。
此外,Nubis 的技术基于 16 x 112 Gbps 硅光子引擎,支援每毫米超过 500 Gbps 的全双工边缘 I/O 密度。 Nubis也推出了首款产品XT1600光学引擎,透过16根光纤对承载的总容量为1.6 Tbps光传输和1.6 Tbps光接收。
雷射、侦测器和光纤等光学元件的製造和维护成本可能很高。光学互连的初始设置成本可能高于传统的铜基解决方案。光互连涉及比铜基替代品更复杂的技术和基础设施,这种复杂性可能使安装、故障排除和维护更具挑战性。
光纤很脆弱,容易因弯曲、扭曲或挤压而损坏,这种脆弱性需要小心处理和采取保护措施,特别是在工业或恶劣环境中。连接器和收发器等光纤元件的精确对准对于高效能资料传输至关重要。未对准会导致讯号遗失和效能下降。
Global Optical Interconnects Market reached US$ 14.5 billion in 2022 and is expected to reach US$ 29.3 billion by 2030, growing with a CAGR of 13.2% during the forecast period 2023-2030.
The rising demand for high-speed transfer of data especially in data centers and telecommunications networks is one of the significant drivers of the market. Optical interconnects transmit the data at very high speed which makes them essential for handling the rising volume of the data traffic. The support for cloud computing in data centers and storage created a substantial demand for optical interconnected solutions.
As service and application are more data-intensive there is a continuous need for larger bandwidth networks. High-definition video streaming and virtual reality are supported through optical interconnects, providing essential bandwidth. Comparing optical interconnects to other conventional copper interconnects, they are more energy-efficient. The adoption of 5G networks with robust and high-capacity interconnection solutions.
According to news published in Telecom.com, in September 2023, India is expected to become one of the top 5G ecosystems globally in the near future, according to Mahendra Nahata, Managing Director of HFCL (Himachal Futuristic Communications Limited) and also he mentioned that the establishment of the 'Bharat 6G Alliance' will contribute to this development. The optical connectivity will range from 25fkm to 35mn fkm.
Asia-Pacific is among the growing regions in the global Optical Interconnects market covering more than 1/3rd of the market and the region witnessed significant growth in data center construction and expansion, driven by the increasing adoption of cloud services and digital transformation initiatives. Optical interconnects are crucial for connecting servers, storage and networking equipment within these data centers, supporting the growing demand for data processing and storage.
5G networks require significantly higher bandwidth to support the increased data traffic, ultra-low latency and massive connectivity. In the ability to carry data at high rates over greater distances, optical interconnects are well suited to satisfy these bandwidth needs. In order to support applications like driverless vehicles, remote surgery and augmented reality, 5G networks are designed to have extremely low latency. Optical interconnects offer low-latency transmission of data, making them essential for meeting 5G's low-latency goals.
For instance, on 2 October 2022, STL introduced India's first multicore fiber and cable to enhance fiber connectivity, particularly to meet the demands of 5G technology and this innovation is designed to carry multiple light beams within the fiber cable, allowing for high-density data transmission. In the context of India's transition to 5G networks, increased fiberization is necessary to accommodate the transmission of large volumes of data. India currently has relatively low fiberization rates, with only around 30% of Indian towers currently fiberized.
The ever-growing demand for data and higher bandwidth capabilities necessitates innovative solutions. Collaborations enable companies to pool resources and expertise to develop and deploy high-speed optical interconnects that can meet these demands. Collaborative efforts often involve partners from different regions, allowing companies to expand their reach and access new markets and this global reach is essential for addressing the increasing demand for optical interconnects worldwide.
For instance, on 26 March 2022, FS.com, a provider of high-speed communication solutions for data centers, enterprises and telecom networks, partnered with Rosenberger, a leading manufacturer of high-speed interconnect solutions and their collaboration focuses on supplying NEX10-FO and Q-RMC outdoor connectors for reliable and durable fiber connectivity in challenging outdoor environments and these connectors are designed to meet the demands of mobile communication networks, 5G base stations, smart grids, high-speed railways and industrial automation, offering efficient installation and stable data transfer.
The exponential growth in data traffic, driven by applications like video streaming, cloud computing, IoT and 5G, necessitates high-speed and efficient data transmission. Optical interconnects offer the bandwidth and speed required to handle this surge in data. Data centers are continuously expanding to accommodate the growing volume of data. Optical interconnects enable faster data transmission between servers and data storage, reducing latency and improving overall performance.
For instance, on 22 Feburay 2023, Nubis Communications unveiled a groundbreaking optical technology platform designed for Machine Learning and Artificial Intelligence (ML/AI) networks. This platform offers high density and ultra-low power consumption, enabling the construction of networks that can fully leverage the processing power of ML/AI clusters.
Furthermore, Nubis' technology is based on a 16 x 112 Gbps Silicon Photonics engine that supports over 500 Gbps per millimeter of full-duplex edge I/O density. Nubis has also introduced its first product, the XT1600 optical engine, which has a total capacity of 1.6 Tbps optical transmit and 1.6 Tbps optical receive carried over 16 fiber pairs.
Optical components like lasers, detectors and optical fibers, can be expensive to manufacture and maintain. The initial setup cost for optical interconnects can be higher than traditional copper-based solutions. Optical interconnects involve more complex technology and infrastructure than copper-based alternatives and this complexity can make installation, troubleshooting and maintenance more challenging.
Optical fibers are delicate and can be easily damaged by bending, twisting or crushing and this fragility requires careful handling and protective measures, especially in industrial or harsh environments. Precise alignment of optical components, such as connectors and transceivers, is critical for efficient data transmission. Misalignment can lead to signal loss and reduced performance.
The global optical interconnects market is segmented based on product, interconnect level, fiber mode, data rate, distance, application and region.
The rapid growth in the development of data centers that support cloud computing, big data and emerging technologies, drives the demand for high-speed and high-bandwidth optical interconnection. The expansion of fibre to the home networks for delivering of high-speed internet access to homes and businesses through optical fibers. Optical interconnects are essential for ensuring consistent broadband connectivity.
For instance, on 16 August 2023, Optical physical interconnect technologies were a focal point at FMS, offering the potential for high-performance communication and these optical interconnects can be used across various scales, from chiplets to data centers. Lightelligence, for instance, introduced optical interconnects for PCIe and CXL connectivity, this technology extends communication reach, allowing for memory pooling and scalable CXL fabrics in composable data centers.
North America is dominating the global optical interconnects market and is a major hub for some of the world's largest technology companies, cloud service providers and data center operators. The continuous advancement in data centers which supports cloud computing, content delivery and digital services drives the demand for high-speed optical interconnects.
For instance, on 12 June 2023, Lumen Technologies unveiled ExaSwitch, a network interconnection ecosystem developed in partnership with Google and Microsoft and this platform allows organizations with high bandwidth requirements to dynamically and rapidly route their traffic between networks without the need for third-party intervention. ExaSwitch aims to replace legacy cross-connects with a more agile and automated solution for network interconnections.
The major global players in the market include Vanguard Group, Inc., Molex LLC, Amphenol Corporation, TE Connectivity Ltd., Go! Foton Holdings, Inc., Sumitomo Electric Industries Ltd., Cisco Systems, Inc., Corning Incorporated, Coherent Corp. and Huawei Technologies Co., Ltd..
As more people worked and studied from home, there was a surge in demand for data centers and cloud services to support remote work, online learning and digital entertainment and this increased demand for high-speed data transmission, driving the need for efficient optical interconnect solutions within data centers. The pandemic demonstrated the significance of reliable, fast internet connectivity is, accelerated the rollout of 5G networks..
In the 5G infrastructure, optical interconnects play a significant role in enabling high-speed and low-latency data transmission. The pandemic disrupted global supply chains, affecting the production and availability of optical interconnect components. Delays in manufacturing and shipping impacted the rollout of optical interconnect solutions. The rise of remote work, there was increased demand for video conferencing and collaboration tools.
The pandemic led to disruptions in research and development activities in the optical interconnects sector. However, it also underscored the importance of advancing technology to meet the demands of remote work and digital connectivity. The healthcare sector saw a growing emphasis on telemedicine and remote patient monitoring during the pandemic.
AI algorithms can analyze network traffic patterns and optimize the routing of optical signals in real-time and this helps reduce latency, minimize congestion and improve the overall efficiency of optical networks.AI-powered predictive maintenance can be applied to optical components such as lasers and transceivers. By analyzing data from sensors and performance metrics, AI can predict when optical components are likely to fail, enabling proactive maintenance and minimizing downtime.
AI-driven automation that streamlines the management and configuration of optical interconnects. AI systems can detect and respond to network anomalies, reroute traffic to avoid failures and dynamically allocate resources for optimal performance. AI can be used to strengthen the security of optical interconnects. Machine learning algorithms can detect and respond to potential security threats, including intrusion attempts and unauthorized access, protecting sensitive optical data.
According to a paper published Massachusetts Institute of Technology, Large-scale AI systems, particularly deep neural networks are crucial for modern online services. However, training these models can be time-consuming and optimizing the training process involves considerations of computation, communication and network topology. Current data center networks struggle to meet the high bandwidth and low latency requirements of emerging AI workloads.
The conflict between Russia and Ukraine can disrupt the global supply chain for optical interconnect components and materials. Ukraine is a significant producer of certain raw materials used in the electronics and optical industries. Any disruptions in the supply of these materials can impact the production of optical interconnect products. Geopolitical tensions arising from the war may result in trade restrictions, export controls or sanctions that impact the international trade of optical interconnect technology.
Companies in the optical interconnect sector may encounter challenges related to complying with export regulations and trade restrictions. Geopolitical conflicts can give rise to economic uncertainty both in the affected regions and on a global scale. Uncertainty can impact investments in research and development, infrastructure and technology upgrades in the optical interconnect industry.
The global optical interconnects market report would provide approximately 85 tables, 90 figures and 186 Pages.
LIST NOT EXHAUSTIVE