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1459347

全球硅光子市场 - 2024-2031

Global Silicon Photonics Market - 2024-2031

出版日期: 2024年04月03日 | 出版商:

DataM Intelligence | 英文 206 Pages | 商品交期: 约2个工作天内

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简介目录

概述

全球硅光子市场2023年达到16亿美元，预计2031年将达114亿美元，2024-2031年预测期间复合CAGR为27.9%。

与传统的铜基互连相比，硅光子具有多种优势，例如功耗更低、资讯速率更高以及抗电磁干扰能力。这些优点使硅光子成为需要高性能、可靠和节能资料传输的应用的有吸引力的选择。

在全球范围内，主要参与者不断推出的产品有助于推动预测期内的市场成长。例如，2022 年 6 月 6 日，OpenLight 推出了品牌识别和技术组合，推出了世界上第一个具有整合雷射的开放式硅光子平台。 OpenLight 的平台旨在加快数据通讯、电信、雷射雷达、医疗保健、高效能运算、人工智慧和光运算等应用的高性能光子积体电路(PIC) 的创建，提供了新程度的雷射整合和可扩展性。塔尔PH18DA生产流程的鑑定和可靠性评估表明，该技术是可靠的。

由于政府对硅光子学的倡议不断增多，有助于推动预测年度的区域市场成长，亚太地区成为市场的主导地区。例如，2023 年 10 月 27 日，印度启动了光子晶片开发计画。 CPPICS 致力于自给自足，透过新创公司促进产品商业化，并提供重要培训以在未来五年内支援印度的 PIC 製造生态系统。 CPPICS 正在组成联盟，例如与班加罗尔的 Si2 Microsystems 合作，为硅光子处理器核心提供尖端的系统级封装解决方案。

动力学

不断增长的网路流量

由于网路流量的增加，资料中心营运商正在为其基础设施建立更多空间，以满足社交网路、云端运算、串流视讯、电子商务和线上服务等数位应用不断增长的需求。硅光子技术实现的高速光学互连、交换器和收发器可实现资料中心建筑物内部和之间的有效资料传输，满足当代资料中心的可扩展性和效能需求。希望可扩展、按需存取电脑资源、储存和应用程式的企业组织和个人正在推动云端运算服务使用的持续成长。硅光子技术使云端资料中心和最终用户之间快速可靠的通讯成为可能，这对于云端伺服器、储存阵列和网路设备之间的连接至关重要。

根据即时资料分析收集的信息，超过60%的网站流量来自行动装置。 92.3% 的网路使用者透过行动装置存取网路。目前全球有43.2亿个行动上网用户。非洲行动装置上网流量占比最大，约占69.13%。到 2025 年，全球 5G 连线数将超过 10 亿。网路普及率的增加有助于推动硅光子市场的成长。

资料中心对硅光子学的需求不断增长

为了处理大资料流量并实现云端运算、巨量资料分析、人工智慧 (AI) 和其他资料密集型应用，资料中心需要高速和高频宽通讯系统。硅光子技术可实现跨光学互连的超快速资料传输，提供当代资料中心运作所需的速度和容量。 Silicon Photonics 提供光收发器、侦测器、多工器和其他元件，作为资料中心的有效光连接解决方案。

硅光子技术的节能运作已广受认可，对于想要降低功耗、冷却成本和对环境影响的资料中心来说至关重要。基于硅光子的光学互连比传统的铜基互连消耗更少的能源，这有助于资料中心更环保地运作并降低能耗。资料中心需要可扩展且密集的连接解决方案，以适应不断增长的资料量、虚拟化和伺服器整合。硅光子技术可实现紧凑且可扩展的光学模组，从而实现更高的端口密度、提高空间利用率并简化资料中心环境中的布线基础设施。

初始投资高

新玩家进入硅光子市场的最大障碍之一是高昂的进入成本，特别是对于新创公司和中型公司而言。这些公司难以获得研发、生产设施、工具和员工所需的资金。因此，他们将更难与行业领导者竞争并创造新颖的产品。由于初始支出昂贵，硅光子市场整体扩张速度较慢。

由于投资新项目或增加产量有财务风险，企业对此犹豫不决。保守态度阻碍了硅光子技术在一系列领域和应用中的采用，并减缓了市场成长率。公司用于研发和创新的能力可能会受到大量初始投资的财务成本的限制。这种限制减缓了硅光子技术的发展速度，并推迟了有潜力扩大市场并满足不断变化的消费者需求的新产品、功能和特性的发布。

Silicon photonics offers several advantages over conventional copper-based interconnects such as less power usage, greater information rates and immunity to electromagnetic interference. The advantages make silicon photonics an attractive choice for applications requiring high-performance, reliable and energy-efficient data transmission.

Globally, growing product launches by the major key players help to boost market growth over the forecast period. For instance, on June 06, 2022, OpenLight, launched a brand identity and technology portfolio to usher in the world's first open silicon photonics platform with integrated lasers. Intending to speed up the creation of high-performance photonic integrated circuits (PICs) for applications such as datacom, telecom, LiDAR, healthcare, HPC, AI and optical computing, OpenLight's platform offers a new degree of laser integration and scalability. Qualification and reliability evaluation of Tower's PH18DA production process have shown that the technology is reliable.

Asia-Pacific is the dominating region in the market due to the Growing government initiatives for silicon photonics helping to boost regional market growth over the forecast year. For instance, on October 27, 2023, India, launched Photonic Chips Development Effort. CPPICS seeks to achieve self-sufficiency, promote product commercialization through startups and offer crucial training to support the PIC manufacturing ecosystem in India during the next five years. CPPICS is forming alliances, such as cooperation with Bangalore's Si2 Microsystems, to offer cutting-edge System-in-a-Package solutions for silicon photonic processor cores.

Dynamics

Growing Internet Traffic

Due to a rise in internet traffic, data center operators are building more space for their infrastructure to meet the growing need for digital applications such as social networking, cloud computing, streaming video, e-commerce and online services. High-speed optical interconnects, switches and transceivers made possible by silicon photonics technology enable effective data transfer both inside and between data center buildings, meeting the scalability and performance demands of contemporary data centers. Businesses organizations and individuals wishing scalable, on-demand access to computer resources, storage and applications are driving the continued growth in the usage of cloud computing services. Fast and dependable communication between cloud data centers and end-users is made possible by silicon photonics technology, which is essential to the connections between cloud servers, storage arrays and networking equipment.

According to information gathered through live data analysis, over 60% of website traffic comes from mobile devices. 92.3% of internet users receive their internet via a mobile device. There are currently 4.32 billion mobile internet users globally. The proportion of internet traffic via mobile devices is greatest in Africa which accounted for around 69.13%. There are around over 1 billion 5G connections globally by 2025. The increase in the adoption of the internet helps to boost the market growth of silicon photonics.

Growing Demand for Silicon Photonics in Data Centre

To handle large data traffic and enable cloud computing, big data analytics, artificial intelligence (AI) and other data-intensive applications, data centers require high-speed and high-bandwidth communication systems. Ultra-fast data transfer across optical interconnects can be made possible by silicon photonics technology, offering the speed and capacity required for contemporary data center operations. Optical transceivers, detectors, multiplexers and other components are available from Silicon Photonics as effective optical connection solutions for data centers.

The energy-efficient operation of silicon photonics technology is well recognized and it is essential for data centers that want to lower their power consumption, cooling costs and impact on the environment. Silicon Photonics-based optical interconnects consume less energy than conventional copper-based interconnects, which helps data centers operate more environmentally friendly and with reduced energy consumption. Data centers require scalable and dense connectivity solutions to accommodate increasing data volumes, virtualization and server consolidation. Silicon Photonics enables compact and scalable optical modules, enabling higher port densities, improved space utilization and simplified cabling infrastructure in data center environments.

High Initial Investment

One of the biggest obstacles to entry for new players in the Silicon Photonics market is the high entrance cost, especially for startups and medium-sized companies. The companies have trouble obtaining the funding needed for R&D, production facilities, tools and staff. As a result, it will be more difficult for them to compete with industry leaders and create novel products. The market of silicon photonics expands more slowly overall due to the expensive initial spending.

As there are financial risks associated with investing in new projects or increasing output, companies are hesitant about doing so. The conservative attitude impedes the adoption of Silicon Photonics technology across a range of sectors and applications, as well as slows down market growth rates. Companies' capacity to spend on R&D and innovation could be limited by the large initial investment's financial cost. The constraint slows the rate of technical development in Silicon Photonics and postpones the release of new products, functionalities and features that have the potential to expand the market and satisfy changing consumer needs.

Segment Analysis

The global silicon photonics market is segmented based on product, component, waveguide, application and region.

Growing Adoption of Silicon Photonics in Telecommunication Application

Based on the Application, the Silicon photonics market is segmented into Data Centers and High-performance computing, Telecommunication, Military, Defense & Aerospace, Medical and Life Science and Others.

Telecommunication networks need to have the capacity able to transmit data at high speeds to fulfill the growing need for data-intensive services like cloud computing, video streaming, online gaming and virtual meetings. Silicon photonics technology is excellent for telecommunication infrastructure because it offers optical interconnects, transceivers and other components that enable high-speed data transfer over great distances with minimal latency.

The adoption of 5G networks helps to boost the demand for silicon photonics technology in the telecommunications industry. As a way to enable sophisticated services like the Internet of Things, autonomous vehicles, augmented reality and 5G technology requires a highly rapid, low-latency communication infrastructure. The front-haul or back-haul and optical interconnects needed for 5G infrastructure are all made possible by Silicon Photonics. To manage enormous data traffic and cloud services, phone companies and data center operators are expanding the capacity and connectivity of their networks. Silicon photonics technology enables high-capacity data center interconnects (DCIs) with lower electrical consumption, a smaller footprint and greater bandwidth, increasing the efficiency and performance of data center networks.

Geographical Penetration

Asia-Pacific is Dominating the Silicon Photonics Market

The adoption of digital technology is accelerating across a range of industries in technologies. For these digital ecosystems, silicon photonics is needed to provide relationships, optical networking and high-speed data transmission. The demand for Silicon Photonics solutions is being driven by the implementation of 5G networks in Asia-Pacific countries. Silicon Photonics offers the optical interconnects and components needed for 5G base stations and data center interconnects. 5G technology needs high-speed, low-latency communication systems. Silicon Photonics has grown in the area due to its transition to 5G.

The growth and construction of data centers are growing in the Asia-Pacific to accommodate the region's expanding demands for online applications and digital services. Silicon photonics is the foundation for both data center interconnects and high-capacity connections within data centers. Silicon Photonics is being embraced by the data center sector due to the need for reasonable, high-bandwidth optical solutions.

Competitive Landscape.

The major global players in the market include AIO Core Co. Ltd., FormFactor, Polariton Technologies AG, SCINTIL Photonics, STMicroelectronics, FUJITSU, EFFECT PHOTONICS, RONOVUS, NKT Photonics A/S and Intel Corporation.

COVID-19 Impact Analysis

Global supply chains for semiconductor raw materials, parts and machinery required in Silicon Photonics manufacture, have been knocked off balance by the epidemic. Vendors of silicon photonics have longer lead times, shortages of supplies and manufacturing delays as a result of factors including shipping constraints, facility closures and logistical challenges. Lockdowns, social distancing rules and staff interruptions presented operating issues for several Silicon Photonics producers. Production facilities' total production efficiency and output levels were impacted by the implementation of security measures, capacity decreases and manufacturing process adjustments.

The pandemic changed consumer demand for silicon photonics products in a variety of business sectors. Some industries, including consumer electronics and aerospace, came across lower demand and postponed projects, while industries like data centers, telecommunications and healthcare experienced a surge in demand for digital infrastructure, remote services and high-speed connections. The growing demand for Silicon Photonics solutions that offer cloud computing, virtual meetings, high-speed data transfer and telecommunication services has been driven by the pandemic-related trend towards distant work and a higher reliance on technological advances.

Russia-Ukraine War Impact Analysis

The conflict between Ukraine and Russia damages the supply chains for the components and semiconductor materials required to manufacture silicon photonics. Major key players in silicon photonics experience shortages and higher prices as a result of disruptions in these supply chains. The dispute leads to geopolitical tensions and uncertainty that affect global trade, investment and stability in the markets. Organizations in the silicon photonics sector encounter difficulties with trade restrictions, tariffs, export-import laws and political unrest that have an impact on their business operations, alliances and plans for growing their customer base.

The demand for Silicon Photonics products is impacted by geopolitical conditions, especially in areas where war or instability is immediately experienced. The demand from sectors including consumer electronics, data centers, healthcare and telecommunications may fluctuate due to economic uncertainty and disruptions, which would affect Silicon Photonics suppliers' sales and revenue growth.

By Product

Transceivers
Variable Optical Attenuators
Switches
Cables
Sensors
Others

By Component

Lasers
Modulators
Photo Detectors

By Waveguide

400-1,500 NM
1,310-1,550 NM
900-7000 NM

By Application

Data Centers and High-performance computing
Telecommunication
Military
Defense & Aerospace
Medical and Life Science
Others

By Region

North America
- U.S.
- Canada
- Mexico
Europe
- Germany
- UK
- France
- Italy
- Spain
- Rest of Europe
South America
- Brazil
- Argentina
- Rest of South America
Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific
Middle East and Africa

Key Developments

On October 21, 2023, IIT Madras launched the Centre of Excellence for Silicon Photonics in collaboration with MeitY. The objective of the Silicon Photonics Centre of Excellence, Centre for Programmable Photonic Integrated Circuits and Systems (Silicon Photonics CoE-CPPICS) is to drive product commercialization through startups while achieving self-sufficiency within the next five years.
On October 02, 2023, DustPhotonics, announced Industry-First Merchant 800G Silicon Photonics Chip for Hyperscale Data Centers and AI Applications. The 800G PIC is a single-chip solution that can be used for both DR8 and DR8+ applications. It offers an aggregate bandwidth of 800Gb/s over 8 separate optical channels that are modulated at 100Gb/s.
On October 13, 2023, Enosemi, launched a committed commercial license to key silicon photonics design IP created by Luminous Computing. An experienced executive team with exceptional knowledge in silicon photonics, analog mixed signal, lasers, control, packaging and system hardware oversees Enosemi.

Why Purchase the Report?

To visualize the global silicon photonics market segmentation based on product, component, waveguide, application and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of silicon photonics market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as excel consisting of key products of all the major players.

The global silicon photonics market report would provide approximately 70 tables, 68 figures and 206 Pages.

Target Audience 2024

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1.Methodology and Scope

1.1.Research Methodology
1.2.Research Objective and Scope of the Report

2.Definition and Overview

3.Executive Summary

3.1.Snippet by Product
3.2.Snippet by Component
3.3.Snippet by Waveguide
3.4.Snippet by Application
3.5.Snippet by Region

4.Dynamics

4.1.Impacting Factors
- 4.1.1.Drivers
  - 4.1.1.1.Growing Internet Traffic
- 4.1.2.Growing Demand for Silicon Photonics in Data Centre
- 4.1.3.Restraints
  - 4.1.3.1.High Initial Investment
- 4.1.4.Opportunity
- 4.1.5.Impact Analysis

5.Industry Analysis

5.1.Porter's Five Force Analysis
5.2.Supply Chain Analysis
5.3.Pricing Analysis
5.4.Regulatory Analysis
5.5.Russia-Ukraine War Impact Analysis
5.6.DMI Opinion

6.COVID-19 Analysis

6.1.Analysis of COVID-19
- 6.1.1.Scenario Before COVID
- 6.1.2.Scenario During COVID
- 6.1.3.Scenario Post COVID
6.2.Pricing Dynamics Amid COVID-19
6.3.Demand-Supply Spectrum
6.4.Government Initiatives Related to the Market During Pandemic
6.5.Manufacturers Strategic Initiatives
6.6.Conclusion

7.By Product

7.1.Introduction
- 7.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 7.1.2.Market Attractiveness Index, By Product
7.2.Transceivers*
- 7.2.1.Introduction
- 7.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3.Variable Optical Attenuators
7.4.Switches
7.5.Cables
7.6.Sensors
7.7.Others

8.By Component

8.1.Introduction
- 8.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 8.1.2.Market Attractiveness Index, By Component
8.2.Lasers*
- 8.2.1.Introduction
- 8.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3.Modulators
8.4.Photo Detectors

9.By Waveguide

9.1.Introduction
- 9.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Waveguide
- 9.1.2.Market Attractiveness Index, By Waveguide
9.2.400-1,500 NM*
- 9.2.1.Introduction
- 9.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3.1,310-1,550 NM
9.4.900-7000 NM

10.By Application

10.1.Introduction
- 10.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 10.1.2.Market Attractiveness Index, By Application
10.2.Data Centers and High-performance computing*
- 10.2.1.Introduction
- 10.2.2.Market Size Analysis and Y-o-Y Growth Analysis (%)
10.3.Telecommunication
10.4.Military
10.5.Defense & Aerospace
10.6.Medical and Life Science
10.7.Others

11.By Region

11.1.Introduction
- 11.1.1.Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 11.1.2.Market Attractiveness Index, By Region
11.2.North America
- 11.2.1.Introduction
- 11.2.2.Key Region-Specific Dynamics
- 11.2.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 11.2.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 11.2.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Waveguide
- 11.2.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.2.7.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.2.7.1.U.S.
  - 11.2.7.2.Canada
  - 11.2.7.3.Mexico
11.3.Europe
- 11.3.1.Introduction
- 11.3.2.Key Region-Specific Dynamics
- 11.3.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 11.3.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 11.3.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Waveguide
- 11.3.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.3.7.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.3.7.1.Germany
  - 11.3.7.2.UK
  - 11.3.7.3.France
  - 11.3.7.4.Italy
  - 11.3.7.5.Spain
  - 11.3.7.6.Rest of Europe
11.4.South America
- 11.4.1.Introduction
- 11.4.2.Key Region-Specific Dynamics
- 11.4.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 11.4.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 11.4.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Waveguide
- 11.4.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.4.7.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.4.7.1.Brazil
  - 11.4.7.2.Argentina
  - 11.4.7.3.Rest of South America
11.5.Asia-Pacific
- 11.5.1.Introduction
- 11.5.2.Key Region-Specific Dynamics
- 11.5.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 11.5.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 11.5.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Waveguide
- 11.5.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.5.7.Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.5.7.1.China
  - 11.5.7.2.India
  - 11.5.7.3.Japan
  - 11.5.7.4.Australia
  - 11.5.7.5.Rest of Asia-Pacific
11.6.Middle East and Africa
- 11.6.1.Introduction
- 11.6.2.Key Region-Specific Dynamics
- 11.6.3.Market Size Analysis and Y-o-Y Growth Analysis (%), By Product
- 11.6.4.Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
- 11.6.5.Market Size Analysis and Y-o-Y Growth Analysis (%), By Waveguide
- 11.6.6.Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

12.Competitive Landscape

12.1.Competitive Scenario
12.2.Market Positioning/Share Analysis
12.3.Mergers and Acquisitions Analysis

13.Company Profiles

13.1.AIO Core Co. Ltd.*
- 13.1.1.Company Overview
- 13.1.2.Product Portfolio and Description
- 13.1.3.Financial Overview
- 13.1.4.Key Developments
13.2.FormFactor.
13.3.Polariton Technologies AG
13.4.SCINTIL Photonics
13.5.STMicroelectronics
13.6.FUJITSU
13.7.EFFECT PHOTONICS
13.8.RONOVUS
13.9.NKT Photonics A/S
13.10.Intel Corporation

LIST NOT EXHAUSTIVE