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市场调查报告书
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1438287

硅光电：市场占有率分析、产业趋势与统计、成长预测（2024-2029）

Silicon Photonics - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 110 Pages | 商品交期: 2-3个工作天内

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简介目录

硅光电市场规模预计到2024年为25亿美元，到2029年预计将达到89.6亿美元，在预测期内（2024-2029年）复合年增长率为29.10%。

硅光子学 - 市场

主要亮点

  • 硅光电是一个新兴的光电领域，与高速传输系统中使用的半导体中使用的导体相比，具有明显的优势。该技术预计将传输速度提高至100 Gbps，IBM、Intel、Kothura等公司正利用该技术取得突破。此外，该技术将彻底改变半导体产业，实现高速资料传输和处理。
  • 在过去的几十年里，光纤通讯对于地面系统变得越来越重要。远距光纤通讯显着提高了远距资料传输速度。随着这些系统不断突破通道容量的极限，新的、更复杂的技术正在被创建，以满足世界各地巨量资料传输的需求。硅光电就是这些技术之一。使用成熟的硅製造技术实现的光学元件在提供低成本、高产量比率、小外形尺寸和低功率光子积体电路（PIC）方面显示出巨大的潜力。
  • 随着云端服务的普及，资料中心的需求近年来迅速成长。根据《2021 年云端基础设施报告》，57% 的受访者表示，他们一半以上的基础设施位于云端，64% 的受访者预计未来五年将完全是公共云端。这些趋势可能会推动这段时期研究的市场。
  • 2022 年 1 月，Qpisemi 宣布推出一款基于硅光电的 AI 处理器，为 AI 2.0 以及生物资讯、药物发现、AI 建模、优化、元宇宙和製造等各种其他应用提供动力。 AI 2.0 处理器使用光学处理器而不是电子处理器来执行神经网路运算。对资料中心来说，代号AI20PXX的AI 2.0处理器可以比GPU快100倍。
  • 在硅光电应用中，热和各种杂讯源可能会干扰光纤通讯，将光推入通常会被滤除的频率。在更改这些过滤器之前，资料可能会遗失或不完整，并且在流资料的情况下，重建可能会很复杂。然而，预测物理过程何时以及如何改变光线并不总是那么容易，这使得校正变得更加困难。
  • 在生产和供应方面，全球半导体短缺加上COVID-19大流行影响了包括光电在内的大多数产业。 AIM Photonics 表示，全球半导体短缺严重阻碍了整合光电的创新。

硅光电市场趋势

资料中心预计将占据最大的市场占有率

  • 对硅光电的需求，特别是用于高频宽光收发器的硅光子学的需求持续增长，以支援高效能运算（HPC）应用的激增和日益大型的资料中心。
  • 到 2021 年，企业和消费者流量的增加可能会增加资料中心的数量，从而在预测期内为硅光电市场提供巨大的空间。
  • 在企业内部，运算和协作是资料中心工作负载和运算需求的主要驱动因素。根据 Data Center World 全球会议的数据，三年内（到 2021 年）每个组织的平均资料中心数量将从目前的 8.1 个增加到约 10.3 个。这种扩散共同要求提高性能，消除互连瓶颈，并为硅光电的使用提供范围。
  • 除了资料流量的显着增加之外，支援万物互联（IoE）的基础设施也强调了人与物之间即时回应的需求。资料处理和资料流量管理将越来越需要支援云端运算、认知运算和巨量资料分析的能力，从而为市场供应商提供及时响应所需的速度和能力，而这样做是有压力的。
  • 硅奈米光电技术越来越多地应用于光纤通讯系统。由于大规模资料中心和5G技术的需求，硅光收发器市场预计在未来几年将显着成长。基于高速硅光电技术的技术可实现更小的外形尺寸、更高的频宽和更高的功率效率。
  • 在消费者方面，视讯/媒体串流是最大的贡献者。考虑到潜在的资料中心流量，Google、Facebook和微软等主要企业都计划在地理上增加其资料中心的容量。因此，与传统电子产品相比，远距资料传输的需求可能会增加预测期内对 SiP 的需求。

亚太地区将经历最快的成长

  • 由于经济成长和全球电子市场占有率较高，中国的硅光电市场预计将在亚太国家中呈现显着的成长速度。中国是重要的电子产品生产国和消费国之一。该地区的製造业正在快速成长，各种製造和通讯技术的不断引入预计将推动市场成长。
  • 「中国製造2025」计画等中国政府计画正在促进工厂自动化和技术的研发活动和投资。 「中国製造」旨在扩大自动化设备的国内生产，因为大多数自动化设备都是从其他国家进口的。
  • 日本在硅光电市场占有很大份额，并且对合作变得更加开放。大公司希望保持其领先地位，并正在寻找投资来推动其成长。市场规模、新的开放程度以及充满活力的产业必将有利于日本的创新企业，从而推动日本市场的成长。
  • 韩国是对市场有重大贡献的国家之一。人口的成长、硅光电产品开发投资的增加、国内外厂商对开发最新硅光电产品的日益关注，以及增加区域资料传输速度的研发活动也促进了市场的成长。我们正在促进成长。
  • 其他考虑的亚太地区国家包括印度、新加坡和台湾。随着AI、5G、物联网、虚拟实境以及这些新技术的商业应用的快速发展，资料处理和资讯互动的需求不断增加，这导致该地区资料中心的建设将加速。 ，带动产业爆发式增长。根据 Cloud Scene 的数据，资料中心的主要市场包括中国、日本、澳洲、印度和新加坡。

硅光电产业概况

竞争程度由影响市场的各种因素决定，例如强而有力的竞争策略和公司的集中度。这个市场由在其产品上进行了大量投资的历史悠久的参与者组成。新参与者正在进入市场并需要大量投资。公司可以透过强而有力的竞争策略来维持自身的发展。因此，在所研究的市场中，竞争企业之间的敌意正逐渐增加。

  • 2022 年 2 月 - 英特尔公司收购 Tower Semiconductors，使其能够透过全球多元化的产品系列满足不断增长的半导体需求。此次收购将使该公司能够向全球客户群提供晶圆代工厂服务。
  • 2021 年 9 月 - NeoPhotonics Corporation 是硅光电和基于先进混合光子积体电路的雷射、模组和用于频宽高速通讯网路的子系统的开发商，宣布推出新的可调高功率FMCW（调变连续频率）。雷射模组和高功率半导体光放大器（SOA）晶片支援频宽密集高速通讯网路。

其他福利

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场动态

  • 市场概况
  • 市场驱动因素
    • 使用基于硅光电的收发器降低功耗
    • 资料中心之间对高速连线和进阶资料传输能力的需求不断增长
  • 市场限制因素
    • 热效应风险
  • 产业价值链分析
  • 产业吸引力－波特五力分析
    • 新进入者的威胁
    • 买方议价能力
    • 供应商的议价能力
    • 替代产品的威胁
    • 竞争公司之间的敌意强度

第五章市场区隔

  • 目的
    • 资料中心
    • 电讯
    • 其他用途
  • 地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 世界其他地区

第六章 竞争形势

  • 公司简介
    • Sicoya GMBH
    • Intel Corporation
    • Cisco Systems Inc.
    • NeoPhotonics Corporation
    • IBM Corporation
    • Juniper Networks Inc.
    • Global Foundries
    • Broadcom Limited

第七章 投资分析

第八章市场机会及未来趋势

简介目录
Product Code: 65029

The Silicon Photonics Market size is estimated at USD 2.5 billion in 2024, and is expected to reach USD 8.96 billion by 2029, growing at a CAGR of 29.10% during the forecast period (2024-2029).

Silicon Photonics - Market

Key Highlights

  • Silicon photonics is a developing branch of photonics offering a clear advantage over electric conductors used in semiconductors used in high-speed transmission systems. This technology is expected to push the transmission speeds up to 100 Gbps, with companies such as IBM, Intel, and Kothura achieving breakthroughs using the technology. Besides, this technology revolutionizes the semiconductor industry, enabling high-speed data transfer and processing.
  • Optical communications have grown critical for terrestrial systems for the past several decades. Vast-haul fiber communications have seen significant gains in data speeds over long distances. New and more complicated technologies have been created to keep up with the need for worldwide big data transfer, as these systems continue to push the channel capacity boundaries. Silicon photonics is one of these technologies. Photonic components implemented utilizing established silicon fabrication techniques have shown considerable possibilities in providing low-cost, high-yield, tiny form-factor, and low-power photonic integrated circuits (PICs).
  • Due to the widespread use of cloud services, the demand for data centers has surged in recent years. According to the Cloud Infrastructure Report 2021, 57% of respondents said more than half of their infrastructure is in the cloud, and 64% expect to be entirely in the public cloud in the next five years. These trends may drive the market studied over the period.
  • In January 2022, Qpisemi unveiled AI processors based on silicon photonics to power AI 2.0 and various other applications, such as bioinformatics, drug discovery, AI modeling, optimization, metaverse, and manufacturing. Optical processors, rather than electrons, are used in AI 2.0 processors to perform neural-network calculations. For data centers, AI 2.0 processors, codenamed AI20PXX, may be 100 times quicker than GPUs.
  • In silicon photonics applications, heat and various noise sources can disturb optical communications, pushing light into frequencies that are usually filtered out. Data may be lost or incomplete until those filters are modified, and reconstruction may be complex in the case of streaming data. However, forecasting when and how physical processes alter light is not always easy, making the modifications more challenging.
  • On the production supply front, the global semiconductor shortage coincided with the COVID-19 pandemic and affected the majority of industries, including photonics. As per AIM Photonics, the global semiconductor shortage has hampered innovation in integrated photonics to a great extent.

Silicon Photonics Market Trends

Data Centers are Expected to Hold the Maximum Market Share

  • The demand for silicon photonics, particularly used in high-bandwidth optical transceivers, continues to gain impetus to support proliferating high-performance computing (HPC) applications and ever-larger data centers.
  • The rise in the number of data centers through 2021 due to the increased traffic from the enterprises and the consumers may provide a huge scope for the silicon photonics market during the forecast period.
  • Within the enterprise, computing and collaboration are the main contributors to data center workload and computation demand. According to the Data Center World Global Conference, the average number of data centers will be approximately 10.3 per organization in three years (by 2021), which is up from the current 8.1 per organization. This surge calls for improved performance, on the whole, removing the interconnect bottlenecks and providing scope for the use of silicon photonics.
  • In addition to the massive growth in data traffic, the infrastructure supporting the Internet of Everything (IoE) emphasizes the need for real-time responsiveness between people and objects. Increasingly, data processing and data traffic management require the ability to support cloud computing, cognitive computing, and big data analysis, pressurizing the market vendors to offer the necessary speed and capacity to deliver a timely response.
  • Silicon nanophotonics technology is being increasingly applied to optical communication systems. The silicon optical transceiver market is expected to grow manifold in the next few years, driven by demand from large data centers and 5G technology. High-speed silicon photonics-based technologies are enabling smaller form factors with higher bandwidth and improved power efficiency.
  • On the consumer side, video/media streaming is the most significant contributor. In the light of the potential data center traffic, key businesses like Google, Facebook, and Microsoft, are planning to ramp up their data center volumes across geographies. Therefore, the need for long-distance data transfer compared to traditional electronics may increase the demand for SiP during the forecast period.

Asia-Pacific to Witness the Fastest Growth

  • China's silicon photonics market is expected to exhibit a significant growth rate among Asia-Pacific countries, owing to its growing economy and high global electronics market share. China is one of the prominent electronics producers and consumers. The manufacturing industry is rapidly growing in the region and is witnessing the continuous deployment of various manufacturing and telecommunications technologies, which is expected to drive the market's growth.
  • The Chinese government's programs, such as the Made in China 2025 plan, are promoting R&D activities in factory automation and technologies and investments in them. As most automation equipment are imported from other countries, the 'Made in China' initiative aims to expand its domestic production of automation equipment.
  • Japan holds a significant share in the silicon photonics market and is becoming more open to collaborations. Big corporations want to stay on top and look for investments to fuel growth. The market size, emerging openness, and dynamic industry can surely benefit innovative companies in Japan, thereby driving the market's growth in Japan.
  • South Korea is one of the major contributors to the market. Growing population, increasing investments in the development of silicon photonic products, the rising focus of international and domestic players on the development of modern silicon photonic products, and increasing R&D activities to increase the region's data transmission rate are also fueling the market's growth.
  • The countries considered under the rest of Asia-Pacific include India, Singapore, and Taiwan. 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 region 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.

Silicon Photonics Industry Overview

The degree of competition depends on various factors affecting the market, such as powerful competitive strategies and firm concentration ratio. The market comprises long-standing established players who have made significant investments in the product. The new players are entering the market and require high investments. The companies can sustain through powerful competitive strategies. Therefore, the competitive rivalry is moderately growing in the market studied.

  • February 2022 - Intel Corporation acquired Tower Semiconductors to enable a globally diversified product portfolio to meet the growing demand for semiconductors. This acquisition also enables the company to provide foundry services to a global customer base.
  • September 2021 - NeoPhotonics Corporation, a developer of silicon photonics and advanced hybrid photonic integrated circuit-based lasers, modules, and subsystems for bandwidth-intensive, high-speed communications networks, announced a new, tunable high-power FMCW (frequency-modulated continuous wave) laser module and high-power semiconductor optical amplifier (SOA) chips for bandwidth-intensive, high-speed communication networks.

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 DYNAMICS

  • 4.1 Market Overview
  • 4.2 Market Drivers
    • 4.2.1 Reduction in Power Consumption With the Use of Silicon Photonics Based Transceivers
    • 4.2.2 Growing Need for High Speed Connectivity and High Data Transfer Capabilities Across Data Centers
  • 4.3 Market Restraints
    • 4.3.1 Risk of Thermal Effect
  • 4.4 Industry Value Chain Chain Analysis
  • 4.5 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.5.1 Threat of New Entrants
    • 4.5.2 Bargaining Power of Buyers
    • 4.5.3 Bargaining Power of Suppliers
    • 4.5.4 Threat of Substitute Products
    • 4.5.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Application
    • 5.1.1 Data Center
    • 5.1.2 Telecommunications
    • 5.1.3 Other Applications
  • 5.2 Geography
    • 5.2.1 North America
    • 5.2.2 Europe
    • 5.2.3 Asia-Pacific
    • 5.2.4 Rest of the World

6 COMPETITIVE LANDSCAPE

  • 6.1 Company Profiles
    • 6.1.1 Sicoya GMBH
    • 6.1.2 Intel Corporation
    • 6.1.3 Cisco Systems Inc.
    • 6.1.4 NeoPhotonics Corporation
    • 6.1.5 IBM Corporation
    • 6.1.6 Juniper Networks Inc.
    • 6.1.7 Global Foundries
    • 6.1.8 Broadcom Limited

7 INVESTMENT ANALYSIS

8 MARKET OPPORTUNITIES AND FUTURE TRENDS