光子集成电路市场：新的可能性

光子集成电路 (PIC) 是一种具有多种光子功能的光学芯片。 PIC 是电子集成电路 (EIC) 的间隙对应物，后者主要用于数据通信。 PIC具有通过光介质传输数据的能力，将成为电信和数据中心领域通信的有效工具。 PIC在传感领域也很有效，因为光是传感器中检测物质的有效介质。

本报告考察了全球光子集成电路 (PIC) 市场，并提供了市场概览、战略要务、增长机会等。

内容

战略要务

• 为什么增长越来越难？
• 战略要务
• 三大战略要务对光子集成电路的影响
• 增长机会加速增长管道引擎
• 调查方法
• 主要发现

增长机会分析

• 分析范围
• 受光子集成电路 (PIC) 影响的行业细分
• 增长动力
• 抑制增长的因素

技术景观

• PIC 技术概述
• PIC 的优势
• PIC 架构
• PIC光学元件
• PIC 製造部
• PIC 製造方面的创新
• 促进采用 PIC 的趋势

研发计划

• 光学兼容材料
• PIC 的製造和光学处理器的研究

发展战略

• 增加云计算和持续研发
• 政府举措，美国和加拿大
• 欧洲和亚太地区的政府举措
• 对新产品开发的投资
• 投资于 PIC 製造和产品商业化
• 在 PIC 製造和封装方面的战略合作伙伴关係
• 全球联盟通过资金和基础设施支持推动 PIC 技术进步

机会分析

路线图

• 技术路线图

专利趋势分析

活跃的公司

• Ayar Labs
• Salience Labs
• EFFECT Photonics
• LIGENTEC
• NEON Photonics

增长机会领域

• 增长机会 1：供应链生态系统整合
• 增长机会 2：导航和信息娱乐
• 增长机会 3：生物光子医疗设备和传感器

主要联繫人

附录

下一步

High competitive intensity due to growing adoption in high-speed communication, optical sensing, and imaging

A photonic integrated circuit (PIC) is an optical chip that accommodates multiple photonic functions. PIC will address gaps in electrical integrated circuits (EICs), primarily those used in data communication. The capability of PICs to transmit data in an optical medium makes them an effective tool for communication in telecom and data center sectors. In sensors, light is an effective medium for material detection, so PICs are effective in sensing applications as well.

Research and development (R&D) effort to improve the performance parameters of PICs and to determine new materials (III-V materials) is an ongoing process. The steady influx of investment, various government initiatives, and the efforts of global consortiums support PIC-related R&D.

Participants in end-user industries, such as telecom, automotive, and healthcare, are increasingly investing in PICs, as they enable emerging technologies, such as 5G, autonomous vehicles, augmented reality/virtual reality, and advanced medical imaging. The laser-based communication in space sector is another major area of interest for PICs.

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?The Strategic Imperative 8™: Factors Creating Pressure on Growth
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives of the Photonic Integrated-circuit Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™
• Research Methodology
• Key Findings

Growth Opportunity Analysis

• Scope of Analysis
• Segmentation of Industries Impacted by PICs
• Growth Drivers
• Growth Restraints

Technology Landscape

• PIC Technology Snapshot
• Advantages of PICs
• PIC Architecture
• Optical Components in PICs
• PIC Manufacturing Segments
• Innovation in PIC Manufacturing
• Trends Driving PIC Adoption

R&D Initiatives

• Optically Compatible Materials
• PIC Fabrication and Optical Processor Research

Developmental Strategies

• Increase in Cloud Computing and Sustained R&D
• Government Initiatives, US & Canada
• Government Initiatives, Europe & APAC
• Investments in New Product Development
• Investments in PIC Fabrication and Product Commercialization
• Strategic Partnerships in PIC Fabrication and Packaging
• Strategic Partnerships in PIC Fabrication and Packaging (continued)
• Global Consortiums Driving Technical Advancements in PICs Through Funding and Infrastructure Support

Opportunity Analysis

• End Markets Driving the Demand for PICs
• Precision Navigation and Data Communication
• Medical Imaging and Missile Guidance
• Food Yield Optimization and Space Communication
• Industry Prioritization Matrix for PICs
• PIC Innovation Disrupting Sensing and Communication-based Applications
• PIC Innovation Disrupting the Automotive and Healthcare Sectors
• Implementation Case 1: Ella Link, Ireland; Infinera Corporation, US
• Implementation Case 1: AutoX Inc., China; SiLC Technologies, Inc., US

Roadmap

• Technology Roadmap

Patent Trend Analysis

• Focus on Enabling High-speed Optical Communication
• Focus on Fabrication, Packaging, and PIC Application

Companies to Action

• Ayar Labs, US
• Salience Labs, UK
• EFFECT Photonics, the Netherlands
• LIGENTEC, Switzerland
• NEON Photonics, South Korea

Growth Opportunity Universe

• Growth Opportunity 1: Supply Chain Ecosystem Consolidation
• Growth Opportunity 1: Supply Chain Ecosystem Consolidation (continued)
• Growth Opportunity 2: Navigation and Infotainment
• Growth Opportunity 2: Navigation and Infotainment (continued)
• Growth Opportunity 3: Biophotonic Medical Devices and Sensors
• Growth Opportunity 3: Biophotonic Medical Devices and Sensors (continued)

Key Contacts

• Key Contacts

Appendix

• Technology Readiness Levels (TRL): Explanation

Next Steps

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• Why Frost, Why Now?
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