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市场调查报告书
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1536946

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 148 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23.8亿美元，预计2029年将达到90.2亿美元，在预测期内（2024-2029年）复合年增长率为30.5%。

硅光子市场

硅光电是一项不断发展的技术，它使用光束在电脑晶片内传输资料。硅光电是一种可以取代铜线的技术，提供更高的频宽、更长的传输距离和更好的能源效率。

主要亮点

  • 网路流量的快速成长是硅光电市场的关键驱动因素之一。随着对高速资料传输的需求不断增加，资料中心和电信业者正在寻求更有效率、更具成本效益的解决方案来处理不断增长的网路流量。硅光电技术为应对这项挑战提供了有利的解决方案，与传统的铜基系统相比，它提供更快、更可靠且更具成本效益的资料传输。
  • 这有助于使用现有网路基础设施提供高速宽频连线和许多宽频服务。此外，多年来网路使用者数量的成长也导致对开发服务交付的平均下行链路和上行链路速度的投资增加。根据GSMA预测，5G全球市场渗透率预计将从2024年的22%增加到2030年的64%。
  • 此外，各国正在采取各种措施来支持 5G 和 6G通讯的推出。例如，2022年8月，国防部推出了三个新的「超越5G的创新计画」计划，其中包括创建6G技术的研发中心。通讯业的这种增强可能会推动市场成长。
  • 热效应风险是市场成长的主要挑战。当硅吸收光时会产生热效应，从而提高机器的温度。这种温度升高会导致性能下降和设备故障。

硅光电市场趋势

汽车产业实现显着成长

  • 硅光电是汽车领域的新技术，将有助于推进基于事件的感测器 (EBS) 和神经型态相机等感测器的发展，并改进雷射雷达。正在升级以融入硅光电技术的汽车产品包括 ADAS（高级驾驶员辅助系统）、脸部辨识系统、感测器和侦测技术、LiDAR 系统以及汽车中使用的许多其他系统。硅光电系统可提高车辆的安全性、功能和性能。此外，巡航控制中的硅光电系统具有多种优势，包括提高精度、速度和效率。
  • 近年来，光电彻底改变了汽车产业，从简单的照明功能转变为提供影像、感测、智慧显示、媒体通讯网路等最尖端科技。因此，光电正在达到远远超出汽车照明、汽车製造和品管范围的新维度。毫不奇怪，汽车产业对硅光电等创新光电技术越来越感兴趣。
  • 公共汽车产量的增加可能为市场成长提供有利可图的机会。例如，根据 OICA 的数据，2022 年印度各地将生产约 75,000 辆巴士和客车，高于 2021 年的 34,700 辆。此外，根据国际能源总署（IEA）的数据，从2016年到2022年，中国的电动公车数量一直居世界第一。 2021年和2022年，中国註册电动公车保有量将分别达到5万辆和5.4万辆。
  • 自动驾驶和自动驾驶汽车的日益普及是 ADAS 市场的主要成长要素。例如，根据国家安全委员会的数据，到 2026 年，约 71% 的註册车辆将配备后置摄像头，60% 将配备后停车感应器。 ADAS 采用率的增加可能会推动所研究市场的成长。各种私人和商用车辆製造商已在全球设立工厂，这也推动了市场的发展。

北美占据主要市场占有率

  • 美国是资料中心市场的主要国家之一。由于该国领先公司的扩张活动，该国的多租户资料中心租赁活动正在增加。
  • 资料中心流量的增加，以及人工智慧和物联网等新兴领域技术的快速进步，导致全国资料流量的增加。思科预计，到 2023 年，连网装置数量将从 2018 年的 27 亿增加到 46 亿。此外，到 2023 年，智慧型手机预计将占所有连网装置的 7%。
  • 大大小小的企业的数位化以及随之而来的数位服务正在迅速推动对更大的技术堆迭来储存、计算、连接和分析资料的需求。它也导致了云端服务的采用。企业采用数位化该地区的硅光电市场创造了新的机会。
  • 加拿大无线通讯业者预计在 2020 年至 2026 年间投资约 258 亿美元用于 5G 基础设施部署。这些努力将扩大该国 5G 基础设施的覆盖范围，为市场研究供应商创造巨大的机会。
  • 据爱立信称，加拿大有 400 万智慧型手机用户计划在未来 12 至 15 个月内升级到 5G，目前十分之八的 5G 用户表示他们不想回到 4G。过去两年5G用户成长了六倍。然而，消费者认知度较低，15% 的加拿大用户声称拥有 5G，但没有 4G 设备，另外 18% 的用户拥有支援 5G 的设备，但没有未升级到的 5G 合约。
  • 由于最终用户产业的技术进步，预计加拿大地区硅光电技术的采用率也将大幅提高。研发活动和技术投资的活性化预计也将成为招募增加的关键驱动力。

硅光电产业概况

硅光电市场高度分散，主要参与者包括 Sicoya GMBH、英特尔公司、思科系统公司、Lumentum Operations LLC（Lumentum Holdings Inc.）和瞻博网路公司等。这些公司利用合作伙伴关係和收购来加强其产品供应并获得永续的竞争优势。

  • 2023 年 10 月，Lumentum Holdings Inc. 在苏格兰格拉斯哥举行的 2023 年欧洲光通讯会议上展示了其最新解决方案并共用了行业观点。此外，Lumentum 的超高高功率1310nm分布回馈雷射 (DFB) 在 25°C 下具有超过 400mW 的光纤外光功率。这些新型超高高功率13xx 雷射将使用共同封装的光学元件、外部雷射光源解决方案和下一代资料中心的硅光电收发器来实现宽频化AI 和 ML 应用。
  • 2023年9月，博通宣布将与台积电和英伟达合作开发硅光电和共封装光学（CPO）。台积电已组建了超过200名员工的研发团队，正在瞄准基于硅光电技术的高速运算晶片的新机会，预计最早将于2024年下半年开始生产。

其他好处：

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

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

第四章市场洞察

  • 市场概况
  • 产业价值链分析
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 买家/消费者的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间敌对关係的强度
  • COVID-19 和其他宏观经济因素对市场的影响

第五章市场动态

  • 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高资料传输能力的需求不断增长
  • 市场限制因素
    • 热效应风险

第六章 市场细分

  • 按用途
    • 资料中心和高效能运算
    • 通讯
    • 车
    • 其他用途
  • 按地区
    • 北美洲
    • 欧洲
    • 亚太地区
    • 世界其他地区

第七章 竞争格局

  • 供应商市场占有率
  • 公司简介
    • Sicoya GMBH
    • Intel Corporation
    • Cisco Systems Inc.
    • Lumentum Operations LLC（Lumentum Holdings Inc.）
    • Juniper Networks Inc.
    • Global Foundries Inc.
    • Broadcom Limited
    • Molex Inc.（Koch Industries）
    • Marvell Technology Inc.
    • Macom Technology
    • Coherent Corporation
    • Hamamatsu Photonics KK

第八章投资分析

第九章 市场未来展望

简介目录
Product Code: 65029

The Silicon Photonics Market size is estimated at USD 2.38 billion in 2024, and is expected to reach USD 9.02 billion by 2029, growing at a CAGR of 30.5% during the forecast period (2024-2029).

Silicon Photonics - Market

Silicon photonics is a growing technology that utilizes optical rays to transfer data within computer chips. It is a favorable technology to replace copper wires, providing greater bandwidth, longer transmission distance, and better energy efficiency.

Key Highlights

  • The rapidly growing internet traffic is one of the significant drivers of the silicon photonics market. With increasing demand for high-speed data transfer, data centers and telecommunications companies are seeking more efficient and cost-effective solutions to handle the growing volume of Internet traffic. Silicon photonics technology offers a favorable solution to this challenge, providing faster, more reliable, and more cost-effective data transfer than traditional copper-based systems.
  • This helps provide high-speed broadband connections and many broadband services over the existing network infrastructure. Additionally, a growing number of Internet users over the years also resulted in rising investments to develop average downlink and uplink speeds to provide services. According to GSMA, 5G is projected to increase from a global market penetration of 22% in 2024 to 64% in 2030.
  • In addition, countries are taking various initiatives to boost the deployment of 5G and 6G communication. For instance, in August 2022, the Department of Defense launched three new Innovative Beyond 5G Program projects, including creating an R&D hub for 6G technology. Such enhancement in the telecommunication sector may propel the market's growth.
  • The risk of thermal effect significantly challenges the market's growth. The thermal effect occurs due to the absorption of light by silicon, which can increase the temperature in the machine. This increase in temperature can lead to a reduction in performance or even device failure.

Silicon Photonics Market Trends

Automotive Segment to Witness Major Growth

  • Silicon photonics is an emerging technology in the automotive sector that helps advance sensors like event-based sensors (EBS) and neuromorphic cameras and improves LIDAR. Some automotive products being upgraded to incorporate silicon photonics technology include Advanced Driver Assistance Systems (ADAS), face recognition systems, sensors & detection technology, LiDAR systems, and many other systems used in vehicles. Silicon photonics-enabled systems enhance a vehicle's safety, functionality, and performance. Moreover, silicon photonics-enabled systems in cruise control offer several benefits, such as enhanced accuracy, speed, and efficiency.
  • In recent years, photonics has revolutionized the automotive industry, transitioning from mere lighting functions to providing cutting-edge technology for imaging, sensing, smart displaying, and media communication networks. Consequently, photonics has taken on new dimensions far beyond lighting in cars and automotive manufacturing and quality control. Unsurprisingly, the automotive industry is showing an increased interest in innovative, photonics-based technologies such as silicon photonics.
  • The increasing production of buses is likely to offer lucrative opportunities for market growth. For instance, according to OICA, around 75 thousand buses and coaches were produced across India in 2022, an increase from 34.7 thousand buses and coaches in 2021. Furthermore, according to the International Energy Agency (IEA), between 2016 and 2022, China consistently registered the most significant number of electric buses. In 2021 and 2022, the number of electric bus registrations in China amounted to 50 and 54 thousand, respectively.
  • The increasing adoption of self-driving or autonomous vehicles is a primary growth factor for the ADAS market. For instance, according to the National Safety Council, by 2026, approximately 71% of registered vehicles will be equipped with rear cameras, while 60% will have rear parking sensors. Such increasing adoption of ADAS would aid the growth of the market studied. Various manufacturers of personal and commercial vehicles are establishing their facilities globally, which is also driving the market studied.

North America Holds Significant Market Share

  • The United States is one of the prominent countries in the data center market. Multi-tenant data center leasing activities in the country have been rising owing to expansion activities by some of the major companies in the country.
  • The growing data center traffic, along with rapid technological advancements in emerging areas, such as AI and IoT, is leading to increased data traffic across the country. According to the forecasts by Cisco, there will be 4.6 billion networked devices by 2023, rising from 2.7 billion in 2018. In addition, smartphones are expected to account for 7% of all networked devices by 2023.
  • The digitization of enterprises, be they small or large, and the resulting digital services rapidly develop a need for larger technology stacks in order to store, compute, connect, and analyze data. It also leads to the adoption of cloud services. The adoption of digitization of enterprises creates new opportunities for the silicon photonics market in the region.
  • It is expected that wireless operators in Canada will invest approximately USD 25.8 billion in deploying 5G infrastructure between 2020 and 2026; as a result, the government is also encouraging telecom equipment manufacturing. These initiatives will broaden the scope of the country's 5G infrastructure and provide a massive opportunity for market study vendors.
  • As per Ericsson, in Canada, 4 million smartphone users plan to upgrade to 5G over the next 12-15 months; 8 in 10 current 5G users don't want to return to 4G. The 5G user base has increased six-fold over the past two years. However, consumer awareness is low; 15% of users claim they are on 5G but use a 4G handset in Canada, while another 18% own a 5G capable device but have not upgraded to a 5G subscription.
  • The Canadian region is also expected to exhibit a significant adoption rate of silicon photonics technology due to technological advancements across its end-user industries. Also, the increasing research and development activities, coupled with several investments in technology, are expected to act as major drivers for the growth in adoption.

Silicon Photonics Industry Overview

The silicon photonics market is highly fragmented, with major players like Sicoya GMBH, Intel Corporation, Cisco Systems Inc., Lumentum Operations LLC (Lumentum Holdings Inc.), and Juniper Networks Inc. They are adopting partnerships and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

  • In October 2023, Lumentum Holdings Inc. showcased its latest solutions and shared industry perspectives at the European Conference on Optical Communication 2023 in Glasgow, Scotland. Lumentum's ultra-high power, 1310 nm distributed-feedback laser (DFB) was also demonstrated at over 400 mW optical power ex-fiber at 25°C. These new ultra-high power 13xx lasers were claimed to enable higher bandwidth for AI and ML applications by using co-packaged optics, external laser source solutions, and silicon photonics transceivers for the next generation of data centers.
  • In September 2023, Broadcom announced that it is working with TSMC and Nvidia to develop silicon photonics and co-packaged optics (CPO). TSMC has already formed an R&D team of over 200 employees to target emerging opportunities in high-speed computing chips based on silicon photonics technology, with production expected to start as early as the second half of 2024.

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 Value Chain Chain Analysis
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyer/consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitute Products and Services
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Reduction in Power Consumption With the Use of Silicon Photonics Based Transceivers
    • 5.1.2 Growing Need for High-Speed Connectivity and High Data Transfer Capabilities Across Data Centers
  • 5.2 Market Restraints
    • 5.2.1 Risk of Thermal Effect

6 MARKET SEGMENTATION

  • 6.1 By Application
    • 6.1.1 Data Centers and High-performance Computing
    • 6.1.2 Telecommunications
    • 6.1.3 Automotive
    • 6.1.4 Other Applications
  • 6.2 By Geography
    • 6.2.1 North America
    • 6.2.2 Europe
    • 6.2.3 Asia-Pacific
    • 6.2.4 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Vendor Market Share
  • 7.2 Company Profiles*
    • 7.2.1 Sicoya GMBH
    • 7.2.2 Intel Corporation
    • 7.2.3 Cisco Systems Inc.
    • 7.2.4 Lumentum Operations LLC (Lumentum Holdings Inc.)
    • 7.2.5 Juniper Networks Inc.
    • 7.2.6 Global Foundries Inc.
    • 7.2.7 Broadcom Limited
    • 7.2.8 Molex Inc. (Koch Industries)
    • 7.2.9 Marvell Technology Inc.
    • 7.2.10 Macom Technology
    • 7.2.11 Coherent Corporation
    • 7.2.12 Hamamatsu Photonics KK

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK OF THE MARKET