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市场调查报告书
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1197824

光调製器市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

Optical Modulators Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 121 Pages | 商品交期: 2-3个工作天内

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简介目录

在预测期内，全球光调製器市场预计将以 16.45% 的复合年增长率增长。

由于从数据中心到 IT 和电信等多种应用的需求不断增加，光调製器市场正在快速增长。

主要亮点

  • 光调製器在光纤网络中扮演着非常重要的角色。 光调製器充当光信号的开关，就像晶体管充当电子信号的开关一样。 由于光通信主要使用光，调製器的功能是打开和关闭光，通过光纤发送二进制信号流。
  • 互联网普及率的提高、5G 基础设施和数据中心基础设施的快速发展预计将推动预测期内研究的市场。
  • 各家公司不断做出各种努力，通过光通信解决方案提供增强型服务。 5G、人工智能 (AI) 和物联网 (IoT) 应用也将推动对更高带宽的需求。 通过使用高符号率系统，可以增加每个波长的信息总量，并可以降低光学系统的每位成本。
  • 光调製器是光互连中使用的关键组件之一，商业化延迟以及性能、成本和效率之间的平衡是受访市场面临的主要挑战之一。
  • 在后 COVID-19 情景中，光调製器市场预计将受到宽带需求增长的推动。 据 FTTH 委员会称，由于大流行加速了对高速互联网服务的需求，预计未来六年欧洲的光纤宽带线路数量将比去年翻一番。 预计未来四年高速光纤将通过欧盟和英国的 2.02 亿户家庭，高于过去三年的 8810 万户。

光调製器市场趋势

光通信占据较大市场份额

  • 光通信是一种利用光而不是电流向对方传输信号的通信方式。 在光通信中，光纤用于将信号传送到目的地。 调製器/解调器、收发器、光信号和透明信道是光通信系统的构建模块。
  • 光通信的主要优点包括损耗极低、带宽高、无电磁干扰和传输距离远。 全球数据流量呈指数级增长。 爱立信和思科估计，未来几年将有超过 100 亿台设备和 30 亿新增 5G 用户。
  • 随着 5G 和智能设备的增加，对更快服务的需求也在增加。 另一方面，在 5G 基础设施和数据中心等环境中可以观察到数据流量瓶颈。 这些问题可以在系统之间解决，例如数据中心服务器之间的数据交换，或者边缘计算平台中多个 CPU 和处理器之间的连接，以及欧盟科研计划的石墨烯旗舰。这是由于到光学连接。
  • 为应对这些趋势，各公司不断做出各种努力，通过光通信解决方案加强其服务。 5G、人工智能 (AI) 和物联网 (IoT) 应用也在推动对更高带宽的需求。 通过使用高符号率系统，可以增加每个波长的信息总量，并可以降低光学系统的每位成本。
  • 此外，光调製器提供更高的数据速率、卓越的交换技术以及根据流量模式进行动态自我调整的能力，同时支持具有成本效益和更智能的网络架构的要求。可以在以下方面发挥重要作用 随着实验室已经取得的突破被投入实际应用，这种趋势有望继续下去，从而导致新一代光纤通信。

亚太地区增长最快

  • 在亚太地区，日本的电子工业是世界上最大的电子工业之一，是推动该地区对光调製器需求的最重要因素之一。
  • 根据日本电子信息技术产业协会 (JEITA) 的数据，2021 年，日本电子设备的产值将同比增长 10.6%，达到约 3.94 万亿日元（高达295.64亿美元）。达到
  • 人口可支配收入的增加以及对智能家居和智能商业环境的偏好是推动日本消费电子产品增长的关键因素。 该地区对消费电子产品的需求不断增长，预计将推动对光调製器的需求。
  • 在该地区，对能源消耗上升的日益担忧是推动市场增长的关键因素之一。 智能建筑可以根据天气和建筑利用率的变化实时调整供暖、製冷和照明等系统，从而显着降低能源成本。 它还支持远程监控和调整，有助于减少二氧化碳排放和能源成本。
  • 根据中国工业和信息化部 (MIIT) 的数据，中国的目标是到 2022 年安装 200 万个 5G 基站，以扩展下一代移动网络。 据工信部统计，目前中国大陆已安装5G基站142.5万个，支持全国5亿多5G用户，是全球最大的网络。 此外，该地区 5G 部署的不断增长预计将推动对支持 5G 的设备的需求，进而推动亚太地区对光调製器的需求。
  • 此外，根据中国信息通信技术研究院 (CAICT) 的数据，2021 年中国 5G 网络兼容智能手机的出货量将增长 63.5%，达到 2.66 亿部。 此外，5G智能手机出货量占国内出货量的75.9%，超过40.7%的全球平均水平。 预计这些趋势将加速对光调製解决方案的需求。

光调製器市场竞争者分析

由于全球参与者和中小企业的存在，光调製器市场高度分散。 市场上的主要参与者是 Thorlabs Inc.、Lumentum Holdings Inc.、AA Opto-Electronic、Fujitsu Optical Components Limited、Gooch & Housego PLC。 市场参与者正在采用合作伙伴关係和收购等战略来加强他们的产品供应并获得持续的竞争优势。

  • 2022 年 10 月 - Lumentum Holdings Inc. 宣布已在斯洛文尼亚 Skoflijica 开展特种光纤製造业务和高级研发，特种光纤是许多 Lumentum 产品的关键部件。 此次扩张将使该公司在斯洛文尼亚的製造和研发足迹扩大一倍以上。
  • 2022 年 3 月-富士通光学元件有限公司宣布其 LN 模拟半导体调製器将获得经济产业省 2021 年补充“工业技术实用开发项目成本补贴（供应链高度必要）”。宣布其已已收到 “这将使公司能够获得国家的财政支持，以支付引入新产品的成本。

其他福利。

  • Excel 格式的市场预测 (ME) 表
  • 三个月的分析师支持

内容

第1章介绍

  • 研究假设和市场定义
  • 调查范围

第2章研究方法论

第 3 章执行摘要

第 4 章市场洞察

  • 市场概览
  • 产业吸引力 - 波特五力分析
    • 供应商的议价能力
    • 消费者的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争程度
  • COVID-19 对市场的影响

第 5 章市场动态

  • 市场驱动因素
    • 增加对光纤通信基础设施的投资
  • 市场挑战
    • 光学调製器的设计限制影响市场增长

第 6 章市场细分

  • 按类型
    • 调幅器
    • 偏振调製器
    • 相位调製器
    • 模拟调製器
    • 其他类型
  • 通过申请
    • 光通信
    • 光纤传感器
    • 太空/国防
    • 工业系统
  • 区域信息
    • 北美
    • 欧洲
    • 亚太地区
    • 世界其他地区

第7章竞争格局

  • 公司简介
    • Thorlabs Inc.
    • Lumentum Holdings Inc.
    • AA Opto-Electronic
    • Fujitsu Optical Components Limited
    • Gooch & Housego PLC
    • Lightwave Logic
    • Hamamatsu Photonics K.K.
    • APE GmbH
    • Conoptics Inc.
    • L3Harris Technologies Inc.
    • AMS Technologies AG

第8章 投资分析

第9章 市场将来性

简介目录
Product Code: 67025

The global optical modulators market is expected to register a CAGR of 16.45% over the forecast period. The optical modulators market is witnessing a rapid growth rate due to its demand growth in multiple applications, from data centers to telecommunication.

Key Highlights

  • An optical modulator plays a very crucial role in fiber-optic networks. Just as a transistor acts as a switch for electronic signals, an optical modulator acts as a switch for optical signals. Optical communication primarily uses light, so the modulator's function is to turn on and off the light that sends a stream of binary signals over optical fibers.
  • The rising internet penetration and rapid advancements in 5G infrastructure and data center infrastructure are expected to drive the market studied during the forecast period.
  • Various companies have continuously undertaken various initiatives to provide enhanced services via optical communication solutions. 5G, Artificial intelligence (AI), and internet of things (IoT) applications also drive the demand for more bandwidth. Leveraging high symbol rate systems increases the aggregate per-wavelength information rate to reduce the cost-per-bit in optical systems.
  • Optical modulators are one of the primary components used in optical interconnection, and their slow commercialization and balancing performance, cost, and efficiency are some of the significant challenges in the studied market.​
  • In the post-COVID-19 scenario, the optical modulators market is expected to be driven by the increased demand for broadband. According to FTTH Council, the number of fiber optic broadband lines in Europe is expected to double from last year's levels over the next six years as the pandemic accelerated demand for faster internet services. High-speed fiber is expected to pass 202 million houses in the European Union and Britain by the next four years, up from 88.1 million in the past three years.

Optical Modulators Market Trends

Optical Communication to Hold Significant Market Share

  • Optical communication is a type of communication in which light is used to carry the signal to the remote end instead of an electrical current. Optical communication relies on optical fibers to carry signals to their destinations. A modulator/demodulator, a transmitter/receiver, a light signal, and a transparent channel are the building blocks of the optical communications system.
  • Some major benefits of using optical communication include exceptionally low loss, high bandwidth, no electromagnetic interference, and great transmission range. Global data traffic has been growing exponentially. Ericsson and Cisco estimated that there would be more than 10 billion devices and 3 billion new 5G users in the next few years.
  • With the increasing number of 5G and smart devices, the demand for faster services has also been increasing. On the other hand, data traffic bottlenecks could be observed in environments such as 5G infrastructures and data centers. These problems stem from the optical connectivity between systems, such as data exchange between servers in data centers, and connections among multiple CPUs or processors in edge computing platforms, as per the Graphene Flagship, a part of the European Union's scientific research initiative.
  • In line with such trends, various companies have been continuously undertaking various initiatives to provide enhanced services via optical communication solutions. 5G, Artificial intelligence (AI), and internet of things (IoT) applications also drive the demand for more bandwidth. Leveraging high symbol rate systems increases the aggregate per-wavelength information rate to reduce the cost-per-bit in optical systems.
  • Further, optical modulators can play a substantial role in supporting the requirement for faster data rates, superior switching techniques, and more intelligent network architectures that can automatically adjust dynamically in response to traffic patterns and, simultaneously, be cost-effective. The trend is anticipated to continue as breakthroughs already attained in the laboratory will be extended to practical deployment, leading to a new generation in fiber optics communications.

Asia Pacific to Register Fastest Growth

  • In the Asia-Pacific region, Japan's electronic products industry, one of the largest in the world, is one of the most significant factors driving demand for optical modulators in the region.
  • As per the Japan Electronics and Information Technology Industries Association (JEITA), in 2021, the production value of electronic devices in Japan grew by 10.6% compared to the previous year, reaching a value of about JPY 3.94 trillion (~USD 29.564 billion) in 2021.
  • The rising disposable income of the people and their preferences for smart homes and smart business environments are important drivers for the growth of consumer electronics in Japan. The increasing demand for consumer electronics in the region is expected to promote the need for optical modulators.
  • The growing concerns about increasing energy consumption in the region are one of the primary factors driving the growth of the market. Smart buildings can significantly reduce energy costs through real-time adjustments of heating, cooling, lighting, and other systems based on changes in weather and building occupancy. Due to their capability to be monitored and adjusted remotely, smart facilities reduce carbon footprints while resulting in energy cost savings.
  • According to the Ministry of Industry and Information Technology (MIIT), China aims to have 2 million installed 5G base stations in 2022 to expand the country's next-generation mobile network. The Chinese mainland currently has 1.425 million installed 5G base stations that support more than 500 million 5G users nationwide, making it the biggest network in the world, as per MIIT. The growing implementation of 5G in the region is also expected to promote the demand for 5G-enabled devices, thereby increasing the need for optical modulators in the APAC region.
  • Moreover, as per the China Academy of Information and Communications (CAICT), China's shipments of smartphones compatible with 5G networks rose by 63.5% to 266 million in 2021. Further, 5G smartphone shipments accounted for 75.9% of domestic shipments, higher than a global average of 40.7%. Such trends will accelerate the demand for optical modulation solutions.

Optical Modulators Market Competitor Analysis

The Optical Modulators market is highly fragmented due to the presence of both global players and small and medium-sized enterprises. The major players in the market are Thorlabs Inc., Lumentum Holdings Inc., AA Opto-Electronic, Fujitsu Optical Components Limited, and Gooch & Housego PLC. Players in the market are adopting strategies such as partnerships and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

  • October 2022 - Lumentum Holdings Inc. announced that it had developed its manufacturing operations and advanced R&D in Skoflijica, Slovenia, for its specialty optical fibers, which are vital components of many Lumentum products. With this expansion, the company could more than double its manufacturing and R&D footprint in Slovenia.
  • March 2022 - Fujitsu Optical Components Ltd announced that it is LN analog semiconductor modulator had received the Ministry of Economy, Trade and Industry's 2021 supplementary "Industrial Technology Practical Development Project Expense Subsidy (highly essential for supply chains)." As a result, the government would provide financial support to the enterprise for the costs associated with the introduction of new products.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Consumers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitutes
    • 4.2.5 Degree of Competition
  • 4.3 Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Investments in Optical Fiber Communication Infrastructure
  • 5.2 Market Challenges
    • 5.2.1 Design Constraints in Optical Modulators Affect Market Growth

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 Amplitude Modulators
    • 6.1.2 Polarization Modulators
    • 6.1.3 Phase Modulators
    • 6.1.4 Analog Modulators
    • 6.1.5 Other Types
  • 6.2 By Application
    • 6.2.1 Optical Communication
    • 6.2.2 Fiber Optic Sensors
    • 6.2.3 Space and Defense
    • 6.2.4 Industrial Systems
  • 6.3 By Geography
    • 6.3.1 North America
    • 6.3.2 Europe
    • 6.3.3 Asia Pacific
    • 6.3.4 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Thorlabs Inc.
    • 7.1.2 Lumentum Holdings Inc.
    • 7.1.3 AA Opto-Electronic
    • 7.1.4 Fujitsu Optical Components Limited
    • 7.1.5 Gooch & Housego PLC
    • 7.1.6 Lightwave Logic
    • 7.1.7 Hamamatsu Photonics K.K.
    • 7.1.8 APE GmbH
    • 7.1.9 Conoptics Inc.
    • 7.1.10 L3Harris Technologies Inc.
    • 7.1.11 AMS Technologies AG

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET