全球光开关市场-增长、趋势、COVID-19 的影响和预测 (2023-2028)

全球光开关市场预计在 2022-2027 年的预测期内以 11.58% 的复合年增长率增长。

光开关是一种放大和连接多根光纤的装置。 它还管理输入和输出端口之间数据包的路由。 许多光开关在发送端将光信号转换为电数据，并在接收端转换迴光信号。

主要亮点

• 诸如光开关促进的能源消耗降低以及对高带宽和数据传输速度的需求激增等因素预计将推动全球光开关市场向前发展。
• 市场的主要驱动力之一是许多行业的自动化程度不断提高。 光交换机部署在高速网络中，需要大型交换机来处理大量流量。 它还广泛用于外部调製器、网络监视器、光交叉连接器 (OXC)、光分插復用器 (OADM) 和光纤元件测试。
• 它还用于光纤通信网络的弹性、波长路由、光纤管理和光纤发生故障时的切换保护，因为它允许信号在问题发生之前切换到另一根光纤。 就这样，加上技术的改进，行业不断向前发展。
• 近年来，由于光器件投资的增加和光通信的快速发展，全球光开关市场增长显着。 数据流量的增加和云计算的采用正在推动市场增长。 5G的普及和数据中心需求的增加是影响光开关市场增长的两大因素。 此外，由于重点转向数字化转型，该行业正在增长。
• 预算限制和高成本阻碍了光开关市场的发展。 此外，由于产能停滞以及对电子和半导体产品的需求增加，COVID-19 大流行影响了电子行业。 主要影响是欧洲的主要工业停工和中国组件出口的暂停，限制了对光开关的需求。

光开关市场趋势

IT/电信市场将在预测期内以最高速度增长的分析

• 交换机在任何通信网络中都发挥着重要作用。 在设备之间传输数据时，连接到网络的设备内部存在一个开关，用于改变数据传输路径。 通过快速改变传输路径，只向相关设备传输数据，可以降低整个网络的负载。
• 光信号可以通过指定的通信路径而无需转换为电信号。 因此，可以在不损害高速光通信优势的情况下发送信号。 电信中的光开关是用于选择性地将光纤或集成光电路 (IOC) 中的信号从一个电路切换到另一个电路的开关。
• 分析了为满足消费者需求而进行的产品创新的显着增长，以提高市场增长率。 例如，Tejas Networks 宣布推出 TJ1600S/I，这是专为 5G、云和宽带网络设计的最大的分解多太比特分组光交换机。
• 诺基亚最近推出了一款用于 5G 云 RAN 的新型分组光交换机。 这个新的交换机系列通过透明地支持现有和新兴的空中接口标准，统一了 4G 和 5G 网络的移动传输。
• 此外，到 2023 年，预计全球 70% 以上的人口将能够使用移动连接。 据思科系统公司称，到 2023 年，全球移动用户预计将从 2018 年的 51 亿（占人口的 66%）增长到 57 亿（占人口的 71%）。 随着 5G 的到来，预计在预测期内对数据中心的需求将会增加。 到 2023 年，5G 设备和连接预计将达到全球移动设备和连接的 10%。

亚太地区有望实现强劲增长

• 通信技术的不断进步一直是亚太光开关市场增长的关键驱动力。 该地区的电信网络运营商正在为所有通信应用部署光纤，包括城际、城内、FTTx 和移动蜂窝系统。 在企业之外，中国政府部门正在部署光纤系统以支持电网、高速公路、铁路、管道、机场、数据中心和许多其他应用，推动市场增长。
• 随着人工智能、5G、物联网、虚拟现实等新技术的快速发展，以及这些新技术的商业应用，对数据处理和信息交互的需求越来越大，加速国内数据中心的建设，预计带动行业爆发式增长。 根据 Cloud Scene 的数据，数据中心的主要市场包括中国、日本、澳大利亚、印度和新加坡。
• 该地区的重要研究进一步促进了市场增长率。 2022年1月，日本产业技术综合研究所展示了131072个端口的光开关网络可以实现全球最大的光开关总容量1.25亿Gbps。 这相当于每秒发送超过 600,000 个蓝光光盘数据的能力。
• 我们使用 AIST 製造的世界上最大的 3232 端口光开关进行了循环传输实验，其中宽带光信号在同一光开关上传输了九次。 此外，我们统计调查了光开关中串扰的行为，并构建了一个综合理论来最大化光开关中的端口数量。 这些成果满足了下一代数据中心和超级计算机所需的光开关要求，我们相信该技术将有助于构建大容量、低延迟的下一代信息基础设施。

光开关市场竞争者分析

光开关市场的竞争很低，因为有许多大大小小的参与者在多个国家开展业务。 市场呈现适度集中，正在走向碎片化阶段。 主要参与者正在采用产品创新和合作伙伴关係等战略来扩大影响范围并在竞争中保持领先地位。 市场的最新发展包括：

• 2022 年 2 月 - 知名网络数字化转型解决方案提供商富士通与光传输和网络接入解决方案生产商 Ekinops 建立了合作伙伴关係。 富士通计划将 Ekinops 的下一代 OTN 紧凑型模块化交换机纳入其 Fujitsu 1FINITY 开放式光网络产品组合，为服务提供商提供更多选择和灵活性。

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第一章介绍

• 研究假设和市场定义
• 调查范围

第二章研究方法论

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
  • 新进入者的威胁
  • 买方/消费者议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• 价值链/供应链分析
• 评估 COVID-19 对市场的影响

第 5 章市场动态

• 市场驱动力
  • 推进数字化
  • 5G 的普及和对数据中心的需求增加
• 市场製约因素
  • 光开关成本高

第 6 章市场细分

• 按类型
  • 光电开关
  • 声光开关
  • 基于 MEMS 的开关
  • 磁光开关
  • 其他
• 最终用户行业
  • 政府/国防
  • IT/电信
  • BFSI
  • 製造业
  • 其他
• 按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东

第七章竞争格局

• 公司简介
  • Broadcom Inc.
  • Cisco Systems Inc
  • Huawei Technologies Co., Ltd.
  • Fujitsu Ltd
  • Nokia Corporation
  • Juniper Networks
  • NTT Advanced Technology Corporation
  • Furukawa Electric Co. Ltd.
  • Keysight Technologies Inc.
  • Agiltron Inc.

第8章 投资分析

第9章 今后动向

The market for Global Optical Switches is analyzed to grow at a CAGR of 11.58% during the forecast period 2022-2027. An optical switch is a device that amplifies and connects several optical fibers. It also manages data packet routing between the input and output ports. At the transmitter, many optical switches turn light signals into electrical data, which is then converted back into light signals at the receiver.

Key Highlights

• Factors such as reduced energy consumption facilitated by optical switches and a surge in demand for high bandwidth & data transmission rates are expected to propel the global optical switches market forward.
• One of the primary factors driving the market is the rising automation in many industry verticals. Optical switches are deployed in high-speed networks, where large switches are needed to handle significant traffic. They are also widely used in external modulators, network monitors, optical cross-connects (OXCs), optical add-drop multiplexers (OADM), and fiber optic component testing.
• They are also used for restoration, wavelength routing, and fiber management in fiber communication networks and for switching protection as they allow signals to be switched to another fiber before an issue emerges when a fiber fails. This, coupled with increasing technical improvements, is propelling the industry forward.
• With the growing investments in optical devices and the fast development of optical communication in recent years, the global optical switches market has seen significant growth. Increasing data traffic and adopting cloud computing are driving the market growth. The widespread implementation of 5G and the rise in demand for data centers are two major factors influencing the growth of the optical switches market. Furthermore, the industry is growing due to a shift in focus on digital transformation.
• Budget constraints and high costs hamper the optical switches market. Further, the COVID-19 pandemic has impacted the electronics industry since production facilities have stagnated, resulting in increased demand for electronics and semiconductor products. Its main effects are a significant industrial halt in Europe and a halt in Chinese parts exports, limiting the demand for optical switches.

Optical Switches Market Trends

IT and Telecom is Analyzed to Grow at Highest Rate During the Forecast Period

• Switches play a crucial role in any communication network. When transporting data between devices, switches are present inside network-linked devices and are used to change data transmission paths. The total load on the network can be decreased by swiftly altering the transmission path and transmitting data only to relevant devices.
• Optical signals can be routed along a specified communication path without being converted into an electrical signal. As a result, signals can be sent without affecting the benefits of high-speed optical communications. An optical switch in telecommunications is a switch that allows signals in optical fibers or integrated optical circuits (IOCs) to be switched from one circuit to another selectively.
• The significant growth in product innovations to meet consumer demand is analyzed to boost the market growth rate. For instance, Tejas Networks has announced the launch of the TJ1600S/I, the largest disaggregated multi-terabit packet-optical switch designed for 5G, cloud, and broadband networks.
• Nokia has recently launched new packet-optical switches for 5G Cloud RAN. The new switch family unifies mobile transport for 4G and 5G networks by transparently supporting existing and new radio interface standards.
• Furthermore, over 70% of the global population is expected to have access to mobile connectivity by 2023. According to Cisco Systems, the global mobile subscribers are expected to increase from 5.1 billion (or 66% of the population) in 2018 to 5.7 billion (or 71% of the population) by 2023. With the advent of 5G, the demand for data centers is expected to increase over the forecast period. By 2023, 5G devices and connections are expected to reach 10% of the global mobile device and connections.

Asia-Pacific is Expected to Register the Significant Growth Rate

• The constant advancements in communication technologies are the primary drivers of optical switches market growth in the Asia-Pacific. The region telecom network operators have installed fiber in the full range of telecom applications - inter-city, intra-city, FTTx, and mobile cellular systems. Apart from enterprises, the Chinese government authorities also install fiber systems to support the electric power grid, highways, railways, pipelines, airports, data centers, and many other applications, driving the market growth.
• With the rapid development of AI, 5G, the Internet of Things, virtual reality, and the commercial application of these new technologies, the demand for data processing and information interaction is growing, which would speed up the construction of data centers in the country and lead to the explosive growth of the industry.​ According to Cloud Scene, some of the top markets in data centers include China, Japan, Australia, India, and Singapore.​
• The significant research in the region is further contributing to the market growth rate. In January 2022, the National Institute of Advanced Industrial Science and Technology (AIST), Japan, demonstrated that a 131,072 port optical switch network may attain the world's biggest total optical switch capacity of 125 million Gbps. This is equivalent to the ability to send data from 600,000 or more Blu-ray discs per second.
• A circular transmission experiment was conducted using the greatest 3232 port optical switch produced by AIST, in which a wideband optical signal was transferred nine times over the same optical switch. In addition, the behavior of crosstalk in the optical switch was statistically investigated, and a comprehensive theory for maximizing the number of optical switch ports was developed. These results meet the optical switch requirements of next-generation data centers and supercomputers, and this technology will contribute to high-capacity, low-latency next-generation information infrastructure.

Optical Switches Market Competitor Analysis

The optical switches market is moderately competitive, owing to many large and small players operating in multiple countries. The market appears to be moderately concentrated, moving towards the fragmented stage. Major players adopt strategies like product innovation and partnerships to expand their reach and stay ahead of the competition. Some of the recent developments in the market are:

• February 2022 - Fujitsu, a prominent network digital transformation solutions provider, partnered with Ekinops, an optical transport and network access solutions producer. Fujitsu will incorporate Ekinops' next-generation OTN compact modular switches into its Fujitsu 1FINITY open optical networking portfolio, giving service providers even more options and flexibility.

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 Definitions
• 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 Threat of New Entrants
  • 4.2.2 Bargaining Power of Buyers/Consumers
  • 4.2.3 Bargaining Power of Suppliers
  • 4.2.4 Threat of Substitute Products
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Value Chain / Supply Chain Analysis
• 4.4 Assessment of the Impact of COVID -19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Growing Adoption of Digitalization
  • 5.1.2 Widespread Implementation of 5G and Increase in Demand for Data Centers
• 5.2 Market Restraints
  • 5.2.1 High Costs of Optical Switches

6 MARKET SEGMENTATION

• 6.1 By Type
  • 6.1.1 Electro-optic Switching
  • 6.1.2 Acoustic-Optic switching
  • 6.1.3 Mems-based Switching
  • 6.1.4 Magneto-Optic Switching
  • 6.1.5 Others
• 6.2 End-User Industry
  • 6.2.1 Government and Defense
  • 6.2.2 IT and Telecom
  • 6.2.3 BFSI
  • 6.2.4 Manufacturing
  • 6.2.5 Others
• 6.3 Geography
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia-Pacific
  • 6.3.4 Latin America
  • 6.3.5 Middle-East

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Broadcom Inc.
  • 7.1.2 Cisco Systems Inc
  • 7.1.3 Huawei Technologies Co., Ltd.
  • 7.1.4 Fujitsu Ltd
  • 7.1.5 Nokia Corporation
  • 7.1.6 Juniper Networks
  • 7.1.7 NTT Advanced Technology Corporation
  • 7.1.8 Furukawa Electric Co. Ltd.
  • 7.1.9 Keysight Technologies Inc.
  • 7.1.10 Agiltron Inc.

8 INVESTMENTS ANALYSIS

9 FUTURE TRENDS