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市场调查报告书
商品编码
1309613
硅光子全球市场规模、份额、行业趋势分析报告:产品(收发器、可变光衰减器、开关、电缆、传感器)、应用、地区的展望和预测,2023-2030Global Silicon Photonics Market Size, Share & Industry Trends Analysis Report By Product (Transceivers, Variable Optical Attenuators, Switches, Cables, and Sensors), By Application, By Regional Outlook and Forecast, 2023 - 2030 |
预计到 2030 年,硅光子市场规模将达到 75 亿美元,预测期内復合年增长率为 28.8%。
根据 KBV 基数矩阵中的分析,思科系统公司和博通公司是市场先驱。 2022 年 8 月,博通公司与腾讯控股有限公司建立合作伙伴关係,以促进高带宽 CPO 在云基础设施中的采用。 这种伙伴关係加强了公司的市场领导地位。 Intel Corporation、STMicroelectronics N.V.、GLOBALFOUNDRIES Inc.等公司是该市场的主要创新者。
市场增长因素
数据中心对 CMOS 集成硅光子学的需求不断增长
使用光子学来满足数据中心带宽要求是由光学保证宽带数据传输的能力驱动的。 因此,将硅光子技术与传统互补金属氧化物半导体(CMOS)器件集成可以满足数据中心下一代性能的需求。 因此,由于对能够维持超过 100Gbps 数据速率的低成本、高速互连的需求,市场正在不断增长。
扩大硅光子学的应用
硅光子学将彻底改变医学诊断。 这是硅光子学众多潜在应用的结果,使高速套件能够用于家庭、实验室和护理点诊断。 这是用于评估各种分析物的硅光子生物传感器的速度、精度、适应性和尺寸的结果。 此外,世界上许多健康信息将来自医院、实验室和诊断成像设施生成的成像数据。 硅光子技术可以满足这种高速数据传输线的需求。 因此,硅光子学的采用预计将大幅激增,从而导致市场增长。
市场製约因素
潜在的热效应风险
市场对热效应存在担忧,尤其是随着设备变得更小、更复杂。 热效应是由于硅中的光吸收造成的,并且会增加设备的温度。 这种温度升高会导致设备性能下降甚至设备故障。 此外,将电子和光子器件集成在同一芯片上是另一个潜在的关注领域。 此类组件产生的热量会影响光子和电气组件的性能。 此外,强大的激光光源会产生大量热量,由于热膨胀会对设备产生不利影响。
产品展望
产品分为收发器、可变光衰减器、交换机、电缆和传感器。 2022年,对讲机细分市场占据市场最高收入份额。 这是因为光收发器用于连接数据中心内的计算机并长距离发送消息。 最初,光接收器主要由称为模块的两部分组成。 硅光子还商业用于同步光通信和数据中心等使用的光收发器芯片和模块,预计将有助于该领域的增长。
应用前景
按应用划分,市场分为汽车、数据中心/高性能计算、通信、军事/国防/航空航天、医疗/生命科学等。 到 2022 年,军事、国防和航空航天领域将在市场中占据重要的收入份额。 影响硅光子在国防工业中发展的主要原因是安全担忧、国际衝突以及更换过时通信系统的需要所驱动的对军事通信解决方案的需求不断增长。 此外,越来越多的基于 IP 的数据(例如用于态势感知的影像和远程传感器数据)需要快速连接,从而推动了该领域的市场扩张。
区域展望
按地区划分,我们对北美、欧洲、亚太地区和拉丁美洲/中东/非洲的市场进行了分析。 北美地区的收入份额最大,并在 2022 年引领市场。 该地区高速网络的使用正在快速增长,创造了一个不断增长的市场。 由于 IBM、英特尔和思科等主要市场参与者的存在,预计美国也会出现增长。 对高性能计算和数据中心应用技术的需求不断增长也是支持增长的关键因素。
The Global Silicon Photonics Market size is expected to reach $7.5 billion by 2030, rising at a market growth of 28.8% CAGR during the forecast period.
Transceivers is the majorly utilized product of Silicon Photonics and generated $347.1 million revenue in the market in 2022. The most efficient way to gather data for assessing health status without compromising instrument complexity, low cost, sensitivity, or size is through silicon photonics, which generates new growth potential in the market. It also aids in addressing the problems of cost-effectiveness, data transfer, and reliable protocols, opening market expansion potential. In addition, optical fiber networking has replaced copper-based networking in the current technological era.
The major strategies followed by the market participants are Partnerships as the key developmental strategy in order to keep pace with the changing demands of end users. For instance, In May, 2022, GlobalFoundries teamed up with Siemens to integrate its silicon photonics platform with Siemens' Calibre nm Platform. The fusion of the products of the two companies provides their customers with design solutions for computing, datacentre, and sensing applications. Additionally, MACOM signed a collaboration with STMicroelectronics in May, 2022, to support MACOM's RF power strategy and enhance the company's market share.
Based on the Analysis presented in the KBV Cardinal matrix; Cisco Systems, Inc. and Broadcom, Inc. are the forerunners in the Market. In August, 2022, Broadcom Inc. came into partnership with Tencent Holdings Ltd. for facilitating the adoption of high bandwidth CPOs across the cloud infrastructure. The partnership aids the company in enhancing its market leadership. Companies such as Intel Corporation, STMicroelectronics N.V., GLOBALFOUNDRIES Inc. are some of the key innovators in the Market.
Market Growth Factors
Growing demand in data centres for CMOS integrated silicon photonics
The use of photonics to meet bandwidth requirements for data centers is encouraged by optics' ability to guarantee high-bandwidth data transfer. Because of this, the demand for next-generation performance in data centers can be satisfied by integrating silicon photonics technology with conventional, complementary metal-oxide semiconductor (CMOS) devices. Because of this, the market is expanding due to the demand for low-cost, high-speed interconnects that can sustain ever-increasing data rates over 100 Gbps.
Rising applications of silicon photonics
Medical diagnosis will undergo a transformation due to silicon photonics. It comes as a result of the numerous potentials uses for silicon photonics in allowing high-speed kits for use in homes, laboratories, and point-of-care diagnostics. This is as a result of silicon photonic biosensors' quickness, precision, adaptability, and size in evaluating a range of analytes. Furthermore, the vast majority of information about global health will come from imaging data produced in hospitals, labs, and imaging facilities. Silicon photonics technology will be able to meet this need for high-speed data transmission routes. As a result, the adoption of silicon photonics is predicted to significantly surge and lead to market growth.
Market Restraining Factors
Potential risk of thermal effects
The market has concerns about thermal effects, particularly as devices get smaller and more complicated. The thermal effect results from silicon's light absorption, which may raise the device's temperature. This temperature rise may result in a decline in device performance or even device failure. In addition, integrating electronic & photonic devices on the same chip is one possible area of concern. The heat produced by such components may affect the performance of the photonic and electrical components. Furthermore, strong laser sources can produce a lot of heat, which could harm the device through thermal expansion.
Product Outlook
Based on product, the market is segmented into transceivers, variable optical attenuators, switches, cables, and sensors. In 2022, the transceivers segment held the highest revenue share in the market. This is due to the usage of optical transceivers to connect computers in a data center and to send messages over long distances. At first, an optical receiver is mostly made up of two parts, which are called modules. Silicon photonics has also been used commercially in things like optical transceiver chips and modules, which are used in things like synchronous optical communications and data centers, which will aid in the segment's growth.
Application Outlook
Based on application, the market is bifurcated into automotive, data centre & high-performance computing, telecommunications, military, defense, & aerospace, medical & life sciences, and others. The military, defense & aerospace segment covered a considerable revenue share in the market in 2022. The main reason influencing the development of silicon photonics in the defense industry is the rising need for military communication solutions brought on by worries about security, international conflicts, and the need to replace outdated communication systems. Additionally, the increase in IP-based data volumes, such as video for situational awareness and remote sensor data, necessitates quick connectivity, propelling the market's expansion in this segment.
Regional Outlook
Region wise, the market is analysed across North America, Europe, Asia Pacific and LAMEA. The North America region led the market by generating the largest revenue share in 2022. The market is growing in the region due to surged usage of high-speed networks. Additionally, the existence of major market players such as IBM, Intel, Cisco and others in United States is predicted to offer growth prospects. The increased demand for technology for high-performance computing and data centers applications are another important factor supporting growth.
The market research report covers the analysis of key stake holders of the market. Key companies profiled in the report include Cisco Systems, Inc., Intel Corporation, MACOM Technology Solutions Holdings, Inc., IBM Corporation, STMicroelectronics N.V., Fujitsu Limited, Broadcom, Inc., Coherent Corp., GLOBALFOUNDRIES Inc. and Marvell Technology Group Ltd.
Recent Strategies Deployed in Silicon Photonics Market
Partnerships, Collaborations, and Agreements:
Dec-2022: STMicroelectronics announced a partnership with Soitec, a semiconductor material manufacturer. The partnership aims to integrate Soitec's SmartSiC technology with the upcoming ST's 200mm substrate. The partnership aids the company in enhancing its production yields and quality.
Aug-2022: Broadcom Inc. came into partnership with Tencent Holdings Ltd., an investment firm headquartered in China. The partnership aims at facilitating the adoption of high bandwidth CPOs across the cloud infrastructure. The partnership aids the company in enhancing its market leadership.
Aug-2022: GlobalFoundries announced an extended semiconductor manufacturing partnership with Qualcomm, a semiconductor software developer. The extended partnership allows GlobalFoundries to provide innovative solutions for their customers for mobile and IoT applications.
May-2022: MACOM signed a collaboration with STMicroelectronics, a semiconductor manufacturer to produce radio-frequency Gallium-Nitride-on Silicon (RF GaN-on-Si) prototypes. The collaboration supports MACOM's RF power strategy and enhances the company's market share.
May-2022: GlobalFoundries teamed up with Siemens, a German industrial manufacturing company to integrate its silicon photonics platform with Siemens' Calibre nm Platform. The fusion of the products of the two companies provides their customers with design solutions for computing, data centre, and sensing applications.
Mar-2022: GLOBALFOUNDRIES Inc. signed a partnership with Ansys, a simulation software products developer headquartered in the United States to develop solutions for data centres. The partnership enables GF to level up their photonic chip designs by integrating their Fotonix solution with Ansys' simulation solutions.
Aug-2020: Marvell partnered with TSMC, a Taiwanese semiconductor manufacturing company. The partnership aims at delivering a new silicon-based portfolio for applications in data infrastructure. Partnership with TSMC allows Marvell to develop new solutions and serve their customers in a better way.
Product Launches and Product Expansions:
Mar-2023: Broadcom launched the BCM85812 laser driver for 800G AOC and 800G DR8 module applications. The features of BCM85812 include 5nm 800G PAM-4 PHY, compatibility with OIF 3.2T Co-Packaged Optical Module Specs, and support for optical modules within the range 800G to 3.2T.
Feb-2023: Coherent Corp. unveiled its 1300 nm high-power continuous wave (CW) distributed feedback (DFB) laser diodes for applications in silicon photonics-based transceivers. The features of the product include a power output capacity of 300mW when cooled and 100mW in normal conditions and coarse wavelength availability for FR4 transceivers.
Oct-2022: Marvell Technology introduced a 3nm silicon platform. The new silicon platform features IP building blocks including Gen6 PHY, SerDes, and PCIe, and compatibility with Marvell's Portfolio of PHY, electro-optics, and 5G basebands.
Mar-2022: Marvell released co-packaged optics (CPO) technology platform with a cloud optimization facility. The features of the platform include 2.5D/3D laser-supported silicon photonics and PAM4 DSP. Furthermore, the new platform contains integrated Marvell CPO electro-optics and a Marvell Teralynx switch platform.
Mar-2022: Marvell announced the launch of a 400G DR4 silicon photonics platform solution. 400G DR4 silicon photonics platform solution is used for the integration of electro-optical solutions with cloud optimization and reducing cost by bit. The platform solution features Marvell's silicon photonics transceivers, analog controller IC and Marvell's Porrima™ 7-nm low-power PAM4 DSP.
Acquisition and Mergers:
Mar-2023: MACOM Technology Solutions took over Linearizer Communications Group, an industrial product manufacturer headquartered in the United States. The acquisition enhances MACOM's subsystem and component device specialty and aids the company in its growth strategy.
Feb-2023: GlobalFoundries completed the acquisition of Renesas Electronics Corporation's Conductive Bridging Random Access Memory (CBRAM) technology. The Conductive Bridging Random Access Memory (CBRAM) technology is a low-powered memory solution used in Industrial IoT and home applications. The acquisition enhances GlobalFoundries' memory solutions offering and allows it to serve the customers in a better way by providing them with design solutions for next-gen devices.
May-2021: STMicroelectronics completed the acquisition of Cartesiam, a French software company. This acquisition enhances STMicroelectronics' technology portfolio and complements its AI Strategy.
Apr-2021: Marvell acquired Inphi Corporation, a semiconductor component manufacturer based in the USA. The acquisition enhances Marvell's market position in 5G and the cloud.
Jan-2021: Cisco announced the acquisition of Acacia Communications, an optical interconnect products manufacturer. The acquisition enhances Cisco's portfolio of coherent optical solutions and thereby enhances their position in the market.
Oct-2020: STMicroelectronics acquired SOMOS Semiconductor, a fabless semiconductor headquartered in France. This acquisition strengthens STMicroelectronics' specialist staff and enhances its Front-End Modules for IoT and 5G applications.
Feb-2019: Cisco took over Luxtera, Inc, a semiconductor company headquartered in the United States. The acquisition enhances Cisco's 100GbE and 400GbE optics offerings and allows the company to serve its customers in a better way.
Geographical Expansions:
Nov-2022: Cisco launched an innovation centre in Barcelona, Spain. The new facility would be used to design next generation semiconductor devices.
Market Segments covered in the Report:
By Product
By Application
By Geography
Companies Profiled
Unique Offerings from KBV Research
List of Figures