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市场调查报告书
商品编码
1819907
2025-2033年相干光学设备市场报告(按技术、设备、应用、最终用户和地区)Coherent Optical Equipment Market Report by Technology, Equipment, Application, End User, and Region 2025-2033 |
2024年,全球相干光设备市场规模达292亿美元。展望未来, IMARC Group预计到2033年,该市场规模将达到527亿美元,2025-2033年期间的复合年增长率(CAGR)为6.8%。受高速资料传输需求不断增长、第五代(5G)网路的扩展以及全球范围内物联网(IoT)设备日益普及的推动,该市场正在稳步增长。
高速资料传输需求不断成长
对高速资料传输的日益关注推动了相干光设备市场的成长。相干光学元件提供了卓越的性能和灵活性,能够在同一根光纤上长距离传输更多资讯。它们解决了网路供应商面临的容量问题。在全球范围内,视讯串流、云端运算和线上游戏等频宽密集型应用程式的使用率正在上升。人们在观看电影、电视剧和其他影片时,更倾向于使用高速网路服务来获得更佳的体验。根据Statista的数据,2022年OTT视讯收入预计将达到1540亿美元,其中美国占据了全球最大份额。
5G网路的扩展
5G网路的部署需要强大的基础设施来支援不断增长的资料流量和低延迟需求,从而刺激相干光设备市场的需求。这些光设备为5G网路提供必要的频宽和可靠性。根据5G Americas的数据,从2021年底到2022年底,全球5G无线连线数成长了76%,达到10.5亿。 Omdia和5G Americas也预测,到2027年底,5G无线连线数将达到59亿。
物联网设备的采用率不断提高
全球个人对物联网设备的需求不断增长,为相干光设备市场带来了积极的前景。 Statista 称,预计到 2030 年,全球物联网设备数量将达到 290 亿。相干光系统提供高容量频宽,可容纳物联网设备产生的大量资料。这使得资料能够在网路上无缝传输,避免流量拥塞。相干光网路还具有高可靠性和弹性,可确保不间断的连接和资料完整性。
100G占大部分市场份额
100G相干技术能够在单波长上达到100G容量的长距离传输。它支援最远1000公里的资料传输距离。与传统光通讯系统相比,它能够显着提升频宽容量。许多公司正在投资这项技术,例如,领先的高效能光网路解决方案供应商相干公司 (Coherent Corp.) 推出了其多功能工业级温度 (I-temp) 100G ZR QSFP28 数位相干光 (DCO) 收发器。相干工业级温度 100G ZR QSFP28-DCO 收发器非常适合需要支援更宽工作温度范围收发器的使用者。
波分复用器(WDM)占据业界最大份额
波分复用器 (WDM) 是一种光纤传输技术,可在同一介质上利用多个光波长传输资料。它分为两类,例如粗波分复用器 (CWDM) 和密集波分复用器 (DWDM)。它允许在光纤电缆中进行双向通讯。它允许根据需要添加或删除波长,从而增强了频宽管理和分配的灵活性。 WDM 也有助于提高光通讯系统的容量。
网路代表着领先的细分市场
相干光设备涉及光通讯系统的部署,以建立用于各种用途的高速、可靠且可扩展的网路。它广泛应用于长距离网络,用于远距离传输资料。这些网路连接地理位置相距较远的地点,例如城市之间或跨地区,并且需要大容量传输来支援资料密集型应用。相干光设备对于支援行动网路的回传和前传部分至关重要,尤其是在5G技术的部署中。行动网路的日益普及正在催化对相干光设备的需求。根据Statista的数据,2021年全球行动用户数达到71亿,2022年将达72.6亿。
服务提供者在市场上占据明显主导地位
服务供应商协助向企业和个人提供电信服务。包括电信营运商和网路营运商在内的电信服务供应商利用相干光设备建置和维护其核心网路基础设施,并赢得客户的信任。 Invest India 称,截至 2023 年 12 月,印度电信业拥有 10.79 亿用户,包括无线和有线用户。人们越来越注重提供增强型服务和改善用户体验,这推动了市场的成长。云端服务供应商也使用相干光设备来互连资料中心、建立私有云和混合云端环境,并确保基于云端的服务的可靠连接。
北美引领市场,占最大相干光设备市场份额
该报告还对所有主要区域市场进行了全面分析,包括北美(美国和加拿大);亚太地区(中国、日本、印度、韩国、澳洲、印尼等);欧洲(德国、法国、英国、义大利、西班牙、俄罗斯等);拉丁美洲(巴西、墨西哥等);以及中东和非洲。报告指出,北美是相干光设备最大的区域市场。
北美拥有完善的电信基础设施,包括光纤网路、资料中心和网路互连点。由于边缘运算的日益普及,对相干光设备的需求不断增长,这对该地区的市场产生了积极影响。此外,该地区的多家公司正专注于併购,以提供增强型光解决方案,从而增加相干光设备市场的收入。例如,思科在2021年3月1日获得Acacia Communications, Inc.多数股东批准后,收购了该公司。此次收购巩固了思科对光技术的重视,使其成为其「面向未来的网际网路」策略的基石,并将透过世界一流的相干光解决方案增强思科的「面向未来的网际网路」策略。
(请注意,这只是关键参与者的部分名单,完整名单在报告中提供。)
The global coherent optical equipment market size reached USD 29.2 Billion in 2024. Looking forward, IMARC Group expects the market to reach USD 52.7 Billion by 2033, exhibiting a growth rate (CAGR) of 6.8% during 2025-2033. The market is experiencing steady growth driven by the increasing demand for high-speed data transmission, expansion of fifth generation (5G) networks, and the rising adoption of the Internet of Things (IoT) devices among the masses worldwide.
Rising demand for high-speed data transmission
The increasing focus on high-speed data transmission is propelling the coherent optical equipment market growth. Coherent optics provide the performance and flexibility to transport more information on the same fiber over long distances. They solve the capacity problems faced by network providers. There is a rise in the usage of bandwidth-intensive applications, such as video streaming, cloud computing, and online gaming, among individuals worldwide. People are watching movies, series, and other videos and preferring high-speed internet services for an enhanced experience. As per Statista, the over-the-top (OTT) video revenue reached an estimated 154 billion U.S. dollars in 2022, with the US accounting for the largest share of revenue worldwide.
Expansion of 5G networks
The deployment of 5G networks requires robust infrastructure to support the increased data traffic and low latency needs, thereby catalyzing the coherent optical equipment market demand. This optical equipment provides the necessary bandwidth and reliability for 5G networks. According to 5G Americas, the global 5G wireless connections increased by 76% from the end of 2021 to the end of 2022, reaching up to 1.05 billion. Omdia and 5G Americas also projected that 5G wireless connections will reach 5.9 billion by the end of 2027.
Increasing adoption of IoT devices
The escalating demand for IoT devices among individuals across the globe is offering a positive coherent optical equipment market outlook. Statista claims that the number of IoT devices worldwide is forecast to reach 29 billion in 2030. Coherent optical systems provide high-capacity bandwidth that can accommodate the huge data volumes generated by IoT devices. This enables seamless data transmission across the network without traffic congestion. Coherent optical networks also offer high levels of reliability and resilience to ensure uninterrupted connectivity and data integrity.
100G accounts for the majority of the market share
100G coherent technology enables the transport of 100G capacity over a single wavelength across long distances. It supports data transmission over distances up to 1000 km. It offers an increase in bandwidth capacity as compared to traditional optical communication systems. Various companies are investing in this technology, such as Coherent Corp., a leading provider of high-performance optical networking solutions, unveiled its versatile I-temp 100G ZR QSFP28 digital coherent optics (DCO) transceiver. The coherent I-temp 100G ZR QSFP28-DCO transceiver is ideal for individuals who need transceivers that support a wider operating temperature range.
Wavelength-division multiplexer (WDM) holds the largest share of the industry
Wavelength-division multiplexer (WDM) is a fiber-optic transmission technique that enables multiple light wavelengths to send data over the same medium. It is divided into two categories, such as course wavelength-division multiplexer (CWDM) and dense wavelength-division multiplexer (DWDM). It allows communication in both directions in the fiber cable. It offers enhanced flexibility in managing and allocating bandwidth, as it allows for the addition or removal of wavelengths as needed. WDM also benefits in increasing the capacity of the optical communication system.
Networking represents the leading market segment
Coherent optical equipment involves the deployment of optical communication systems to establish high-speed, reliable, and scalable networking for various purposes. It is widely adopted in long-haul networks to transmit data over extended distances. These networks connect geographically distant locations, such as between cities or across regions, and require high-capacity transmission to support data-intensive applications. Coherent optical equipment is essential for supporting the backhaul and fronthaul segments of mobile networks, particularly in the deployment of 5G technology. The rising adoption of mobile networks is catalyzing the demand for coherent optical equipment. According to Statista, the number of mobile users worldwide recorded 7.1 billion in 2021 and reached 7.26 billion in 2022.
Service provider exhibits a clear dominance in the market
Service provider assists in delivering telecommunications services to businesses and individuals. Telecommunication service providers, including telecommunications carriers and network operators, utilize coherent optical equipment to build and maintain their core network infrastructure and gain trust among clients. Invest India claims that the telecom industry in India has a subscriber base of 1.079 billion, including wireless and wireline subscribers, as of December 2023. The rising focus on providing enhanced services and improving user experience is bolstering the growth of the market. Coherent optical equipment is also used by cloud service providers to interconnect data centers, establish private and hybrid cloud environments, and ensure reliable connectivity for cloud-based services.
North America leads the market, accounting for the largest coherent optical equipment market share
The report has also provided a comprehensive analysis of all the major regional markets, which include North America (the United States and Canada); Asia Pacific (China, Japan, India, South Korea, Australia, Indonesia, and others); Europe (Germany, France, the United Kingdom, Italy, Spain, Russia, and others); Latin America (Brazil, Mexico, and others); and the Middle East and Africa. According to the report, North America represents the largest regional market for coherent optical equipment.
North America has a well-established telecommunications infrastructure, comprising fiber-optic networks, data centers, and network interconnection points. The growing demand for coherent optical equipment due to the rising adoption of edge computing is positively influencing the market in the region. Furthermore, various companies in the region are focusing on mergers and acquisitions (M&A) to provide enhanced optical solutions, thereby increasing coherent optical equipment market revenue. For instance, Cisco acquired Acacia Communications, Inc. following approval of the transaction by a majority of Acacia shareholders on 1 March 2021. The Acacia acquisition reinforces Cisco's commitment to optics as a building block that will enhance Cisco's 'Internet for the Future' strategy with world class coherent optical solutions.
(Please note that this is only a partial list of the key players, and the complete list is provided in the report.)