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市场调查报告书
商品编码
1548899

光调变器：市场占有率分析、产业趋势与统计、成长预测（2024-2029）

Optical Modulators - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 128 Pages | 商品交期: 2-3个工作天内

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简介目录

光调变器市场规模预计到 2024 年将达到 56.9 亿美元，预计到 2029 年将达到 125.8 亿美元，在预测期内（2024-2029 年）复合年增长率为 17.19%。

光调製器市场

主要亮点

  • 光调变器在光纤网路中发挥重要作用。电晶体充当电子讯号的开关。类似地，光调变器充当光讯号的开关。光纤通讯主要使用光，因此光调变器的功能是打开和关闭沿着光纤发送二进位讯号流的光。
  • 社群媒体平台、电子商务和软体使用的显着增加显着加速了对资料的需求。 5G 为最终用户消费和产生更多资料开闢了新途径。例如，根据GSMA的预测，2025年，5G网路将覆盖全球三分之一的人口。该协会还表示，到2025年5G连线数将超过20亿，占所有行动连线的五分之一以上。
  • 随着视讯串流、云端运算、物联网等因素对资料传输的需求不断增加，通讯网路需要更高的频宽。光纤比传统铜缆提供更高的频宽，使其成为远距资料传输的首选。因此，光调变器的需求日益增长。
  • 越来越多的公司和营运商正在购买自己的超大规模资料中心来管理各种业务功能和工作负载。随着产生的资料迅速增加，扩展资料中心的需求也越来越大。资料中心分解是一种现代的资料中心设计和管理方法，它将各种资料中心元件分成单独的单元，可能是有效的解决方案。这种方法可实现灵活性、扩充性、提高能源效率并节省成本。
  • 光连接模组是实现资料中心分离并利用光纤电缆远距传输资料的关键技术。该技术因其高频宽容量和低功耗而适合资料中心分散式应用。光调变是此类互连解决方案的关键特性，这就是光调变器越来越多地被采用的原因。然而，光调变器是光互连中使用的关键组件之一，商业化的延迟以及性能、成本和效率之间的平衡是阻碍市场成长的主要挑战之一。
  • 在 COVID-19 大流行期间，随着远距工作、线上学习和电子商务使用的增加，对增加频宽通讯网路的需求显着增加，这推动了网路流量的成长，也推动了光调变器。此次疫情也加速了云端基础的服务的采用，需要强大的资料中心基础设施和高速光学互连。

光调变器市场趋势

光纤通讯可望占据较大市场占有率

  • 光纤通讯通讯是使用光而不是电流将讯号传送到远端位置的通讯。光纤通讯通讯依靠光纤将讯号传送到目的地。调变/解调器、收发器、光讯号和透明通道是光纤通讯系统的建构模组。
  • 过去十年，对频宽和通讯服务的需求激增，增加了光纤通讯系统中外部调变的需求。特别是，铌酸锂 (LiNbO3) 外部调变的整合已发展成为合适的解决方案，不仅可以提供频宽，而且可以最大限度地减少色散效应。
  • 与雷射二极体的直接调变相比，LiNbO3 导波调变可设计用于零线性调频或可调谐线性调频操作，这有助于最大限度地减少与光纤色散相关的系统劣化。在类比系统中，线性化外部调变可以提供非常低的调变失真。
  • 光纤的需求对于经济发展至关重要，光纤密度必须增加，以支持加快技术创新和经济成长步伐所需的频宽进步。一个例子是 5G 的进步，它依赖于高速无线电频率和网路緻密化。因此，这些因素正在推动光纤基础设施的投资需求。
  • 2023 年 7 月，印度电子和资讯技术部宣布预算从先前的 83 亿美元增加到 130 亿美元，用于在印度各地建立光纤网络，以增强连接性并为所有人提供负担得起的互联网。投资。光纤通讯相关投资的增加预计将推动光调变器的需求。

预计北美将占据最大的市场占有率

  • 预计该地区的市场将受到对高频宽和高资料速率应用不断增长的需求、对电子设备小型化的需求、不断提高的互联网普及率以及5G基础设施的快速发展的显着影响。
  • 由于对更高性能和速度的需求不断增长，光纤在该地区通讯行业的广泛使用预示着光学技术的光明前景。随着广泛的研究工作继续进行并扩展到实际部署，它们有望带来新一代光纤通讯。
  • 光纤通讯系统在资料中心和高效能运算（HPC）应用中的使用不断增加也是推动市场的因素之一。由于对高频宽和资料速率的需求，资料中心和高效能运算应用预计将推动光调变器的需求。此外，由于资料中心和高效能运算应用的建设投资增加，预计该地区光调变器的需求将大幅增加。
  • 云端基础的企业应用程式在北美地区蓬勃发展。云端基础的解决方案依赖网路连线在託管环境中运作。 5G 将实现更快的网路速度，因此您的连线体验可能会更好。此外，行动宽频的快速成长加上巨量资料分析和云端处理的兴起正在推动北美对新资料中心基础设施的需求。对云端基础的资料中心的快速投资预计将为光调变器製造商提供多种应用机会。

光调变器产业概况

由于全球参与者和中小企业的存在，光调变器市场呈现碎片化。市场主要企业包括Thorlabs Inc.、Lumentum Holdings Inc.、AA Opto-Electronic、Fujitsu Optical Components Limited、Gooch & Housego PLC。市场上的公司正在采取合作伙伴关係、合作、併购和产品推出等策略来获得永续的竞争优势和市场占有率。

  • 2024 年 5通讯技术公司 Lightwave Logic 与 Advanced Micro Foundry (AMF) 合作，利用 AMF 的硅光电平台开发聚合物槽调变器。两家公司先前一年合作，利用 AMF 的标准製造流程在 200mm 晶圆上开发电光聚合物槽调变器。
  • 2024 年 3 月：整合式电光调变(EOM) 供应商 HyperLight 扩展了其强度调变系列。这项公告凸显了 HyperLight 对光电积体电路 (PIC) 创新的持续承诺。该公司的调变基于专有的高频宽、低压铌酸锂薄膜 (TFLN) PIC 技术。

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
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 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 对市场的影响

第五章市场动态

  • 市场驱动因素
    • 增加光纤通讯基础设施投资
  • 市场挑战
    • 光调变器设计限制影响市场成长

第六章 市场细分

  • 按类型
    • 幅度调变
    • 偏振调变
    • 相位调变
    • 类比调变
    • 其他光调变器
  • 按用途
    • 光纤通讯
    • 光纤感测器
    • 太空/国防
    • 工业体系
  • 按地区
    • 北美洲
    • 欧洲
    • 亚洲
    • 澳洲/纽西兰
    • 拉丁美洲
    • 中东/非洲

第七章 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 KK
    • APE GmbH
    • Conoptics Inc.
    • L3Harris Technologies Inc.
    • AMS Technologies AG

第八章投资分析

第9章市场的未来

简介目录
Product Code: 67025

The Optical Modulators Market size is estimated at USD 5.69 billion in 2024, and is expected to reach USD 12.58 billion by 2029, growing at a CAGR of 17.19% during the forecast period (2024-2029).

Optical Modulators - Market

Key Highlights

  • The optical modulator plays an essential role in fiber-optic networks. A transistor acts as a switch for electronic signals; likewise, an optical modulator acts as a switch for optical signals. Optical communication primarily uses light, so the modulator's function is to turn the light that sends a stream of binary signals over optical fibers on and off.
  • The significant rise in the use of social media platforms, e-commerce, and software has accelerated data demand significantly. 5G has opened new avenues for end users to consume and generate more data. For instance, according to the GSMA, by 2025, 5G networks will cover one-third of the world's population. The association also stated that the number of 5G connections would exceed 2 billion by 2025, making up more than a fifth of mobile connections.
  • The ever-increasing demand for data transmission, driven by factors like video streaming, cloud computing, and the Internet of Things (IoT), necessitates higher bandwidths in communication networks. As optical fibers provide higher bandwidth compared to traditional copper cables, they become the preferred choice for long-distance data transmission. Thus, the need for optical modulators is growing as they offer an efficient transition of electrical signals into high-bandwidth optical signals.
  • An increasing number of businesses and enterprises are acquiring their own hyperscale data centers to manage different business functions and workloads. With the rapid growth in data generated, there is a significant need for data centers to scale up. Datacenter disaggregation, which is a modern approach to data center design and management that separates the different components of a data center into distinct units, can be an effective solution. The approach allows greater flexibility, scalability, and improved energy efficiency and cost savings.
  • Optical interconnects are the key technology that enables data center disaggregation and uses fiber optic cables to transmit data at high speeds over long distances. This technology is well-suited for disaggregated data center applications due to its high bandwidth capacity and low power consumption. As optical modulation is the key functionality in such interconnect solutions, it drives the adoption of optical modulators. However, 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 major challenges hampering the market's growth.
  • During the COVID-19 pandemic, the demand for increased bandwidth communication networks increased significantly owing to the shift toward remote work, online learning, and increased use of e-commerce that propelled internet traffic, driving the demand for optical modulators. Also, the pandemic accelerated the adoption of cloud-based services, requiring robust data center infrastructure and high-speed optical interconnects, potentially benefiting the market for data center-specific modulators.

Optical Modulators Market Trends

Optical Communication is Expected to Hold a Significant Market Share

  • Optical communication is any 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.
  • The demand for bandwidth and telecommunication services has surged over the past decade, which has boosted the requirement for external modulation in fiber-optic communication systems. Notably, integrating lithium niobate (LiNbO3) external modulators is evolving as a suitable solution that offers not just the desired bandwidth but also the means for minimizing dispersion effects.
  • Compared to direct modulation of a laser diode, LiNbO3-guided wave modulators can be designed for zero-chirp or adjustable-chirp operation that aids in minimizing the system degradation associated with fiber dispersion. In analog systems, linearized external modulators can provide very low modulation distortion.
  • The demand for optical fiber is imperative for economic development, and there is a need for increased fiber density to support the advancements in bandwidth that are necessary to improve the pace of innovation and economic growth. One such example is the advancements in 5G and its dependency on high-speed radio frequency and greater network densification. Thus, such factors are driving the demand for investments in optical fiber infrastructure.
  • In July 2023, the Ministry of Electronics and Information Technology India announced its plan to invest an additional USD 13 billion to the prior investment of USD 8.3 billion in the establishment of a fiber grid across India to enhance connectivity and provide affordable internet to all. Such an increase in the investments related to optical communication is expected to drive the need for optical modulators.

North America is Expected to Hold the Largest Market Share

  • The region's market is anticipated to be significantly impacted by the rising demand for high bandwidth and high data rate applications, the requirement for electronic device miniaturization, rising internet penetration, and the quick development of 5G infrastructure.
  • The widespread use of optical fibers in the region's communications industry is boosted by the growing demand for higher performance and speed, portending a promising future for optical technology. This is anticipated to lead to a new generation of fiber optic communications as extensive research activities continue and are extended to practical deployment.
  • The growing use of optical communication systems in data centers and high-performance computing (HPC) applications is another factor driving the market. Due to their high bandwidth and data rate requirements, data centers and high-performance computing applications are predicted to drive the demand for optical modulators. Additionally, the demand for optical modulators is anticipated to increase significantly in the area due to rising investments in constructing data centers and HPC applications.
  • Cloud-based enterprise applications are thriving in the North American region. Cloud-based solutions depend on internet connectivity to function in the hosted environment. With 5G enabling much faster internet speed, it will further enhance the connectivity experience. Furthermore, the rapid growth of mobile broadband with an increase in big data analytics and cloud computing drives the demand for new data center infrastructures in North America. The rapid investments in cloud-based data centers are expected to provide several application opportunities for optical modulator makers.

Optical Modulators Industry Overview

The optical modulators market is 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, collaboration, mergers & acquisitions, and product launches to gain sustainable competitive advantage and market share.

  • May 2024: Optical communications technology company Lightwave Logic collaborated with Advanced Micro Foundry (AMF) to develop polymer slot modulators utilizing AMF's silicon photonics platform. The agreement between the two companies came amid a collaboration in the previous year in which they teamed to develop electro-optic polymer slot modulators using AMF's standard manufacturing process flow on 200-mm wafers.
  • March 2024: HyperLight, the provider of integrated electro-optical modulators (EOMs), expanded its intensity modulator series. This announcement underscored HyperLight's continued commitment to the innovation of photonics integrated circuits (PICs). The modulators offered by the company are based on proprietary high-bandwidth and low-voltage thin film lithium niobate (TFLN) PIC technology.

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 Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 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 of Optical Modulators
  • 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
    • 6.3.4 Australia and New Zealand
    • 6.3.5 Latin America
    • 6.3.6 Middle East and Africa

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 KK
    • 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