光连接模组市场规模、份额和成长分析(按产品类型、互连等级、光纤模式和地区划分)-2026-2033年产业预测
市场调查报告书
商品编码
1902513

光连接模组市场规模、份额和成长分析(按产品类型、互连等级、光纤模式和地区划分)-2026-2033年产业预测

Optical Interconnect Market Size, Share, and Growth Analysis, By Product Category (Optical Transceivers, PIC-Based Interconnects), By Interconnect Level, By Fiber Mode, By Region -Industry Forecast 2026-2033

出版日期: | 出版商: SkyQuest | 英文 198 Pages | 商品交期: 3-5个工作天内

价格
简介目录

预计到 2024 年,光连接模组市场规模将达到 167 亿美元,到 2025 年将达到 189.7 亿美元,到 2033 年将达到 526.1 亿美元,在预测期(2026-2033 年)内,复合年增长率将达到 13.6%。

市场趋势表明,光连接模组技术正处于强劲增长期,这主要得益于市场对高数据速率先进传输解决方案的旺盛需求。云端运算和巨量资料分析的广泛应用,使得资料中心的依赖性日益增强,从而显着推动了光连接技术的整合。此外,5G网路及相关应用(包括物联网)的扩展,需要高容量基础设施来有效管理不断增长的资料流量。人工智慧、扩增实境和虚拟实境等新兴趋势进一步凸显了对频宽密集型应用的需求,促使各组织光连接模组繫统进行大量投资。这种转变正在推动混合光解决方案和硅光电的创新,在提升资料中心和通讯网路效能和能源效率的同时,增强其环境适应性。

光连接模组市场驱动因素

全球光连接模组市场的主要驱动力之一是资料中心、电信和云端运算等各种应用领域对高速资料传输和连接的需求日益增长。互联网设备的普及和串流媒体服务的兴起推动了数据流量的指数级增长,这需要能够提供更高频宽和更低延迟的先进网路解决方案。光连接模组是传统铜缆的卓越替代方案,能够以最小的讯号劣化实现远距离高速资料传输。这种向高效能网路解决方案的转变正在推动多个产业光连接模组技术的投资。

光连接模组市场的限制因素

全球光连接模组市场的主要限制因素之一是光连接模组技术的开发和部署高成本。这包括采购先进材料、製造流程以及将其整合到现有通讯基础设施中的相关费用。所需的大量投资可能会阻碍中小企业采用这些技术,从而限制市场成长。此外,将光互连与旧有系统整合的复杂性也构成了一大障碍,因为企业在将新技术适配到现有硬体和通讯协定面临着许多挑战。这些因素共同阻碍了光连接模组技术的广泛应用,也是相关人员需要考虑的重要因素。

光连接模组市场趋势

受高容量、远距离通讯需求成长的推动,光连接模组市场正显着加速采用连贯光技术。该技术能够提升网路效率,使通讯业者和资料中心能够更有效地管理日益增长的资料流量需求。随着企业将生产力和永续性置于优先地位,连贯光解决方案对于优化网路效能和降低功耗变得至关重要。这项变化不仅推动了数据传输的提升,也协助通讯和数据产业向更环保的实践转型,进一步巩固了光连接模组市场的上升趋势。

目录

介绍

  • 调查目标
  • 定义
  • 市场覆盖范围

调查方法

  • 资讯收集
  • 二手和一手资讯来源
  • 市场规模预测
  • 市场假设与限制

执行摘要

    前景
  • 供需趋势分析
  • 细分市场机会分析

市场动态与展望

  • 市场动态
    • 司机
    • 机会
    • 抑制因素
    • 任务
  • 波特分析

关键市场考察

  • 关键成功因素
  • 竞争程度
  • 关键投资机会
  • 市场生态系统
  • 价值链分析
  • 监管分析
  • 技术分析

光连接模组市场:依产品划分

  • 电缆组件
    • 室内电缆组件
    • 户外电缆组件
    • 主动光缆
    • 多供应商合约
    • QSFP
    • CXP
    • CFP
    • CDFP
    • 其他的
  • 连接器
    • LC连接器
    • SC连接器
    • ST连接器
    • MPO/MTP连接器
  • 光收发器
  • 无线光通讯、光纤通讯和波导
  • 硅光电
  • 基于PIC的互连
  • 轻型引擎

按连接等级光连接模组市场

  • 城域和长途光连接模组
  • 基板对板和机架级光连接模组
  • 晶片级和基板级光连接模组

以光纤模式光连接模组市场

  • 单模光纤
  • 多模光纤
    • 阶变折射率多模光纤
    • 阶梯屈光多模光纤

以资料速率光连接模组市场

  • 小于 10 Gbps
  • 10 Gbps 至 40 Gbps
  • 41 Gbps~100 Gbps
  • 超过 100 Gbps

按距离分類的光连接模组市场

  • 不到1公里
  • 1km~10km
  • 11km~100km
  • 超过100公里

光连接模组市场:依应用领域划分

  • 资料通讯
    • 资料中心
    • 高效能运算(HPC)
  • 沟通

光连接模组市场:按地区分類的市场规模:

  • 北美洲
    • 美国
    • 加拿大
  • 欧洲
    • 德国
    • 西班牙
    • 法国
    • 英国
    • 义大利
    • 其他欧洲地区
  • 亚太地区
    • 中国
    • 印度
    • 日本
    • 韩国
    • 亚太其他地区
  • 拉丁美洲
    • 巴西
    • 其他拉丁美洲地区
  • 中东和非洲(MEA)
    • 海湾合作委员会国家
    • 南非
    • 其他中东和非洲地区

竞争格局

  • 前五大公司对比
  • 主要企业的市场定位(2025 年)
  • 主要市场参与者所采取的策略
  • 近期市集活动
  • 主要企业市占率(2025 年)

主要企业简介

  • Coherent Corp
  • Lumentum Operations LLC
  • Molex, LLC
  • Innolight Technology(Suzhou)Ltd.
  • NVIDIA Corporation
  • Sumitomo Electric Industries, Ltd.
  • Broadcom Inc.
  • TE Connectivity
  • Fujitsu Ltd.
  • Infinera Corporation
  • Acacia Communications, Inc.
  • Accelink Technology Co. Ltd.
  • Juniper Networks, Inc.
  • Amphenol Corporation
  • NeoPhotonics Corporation
  • Optoscribe Ltd.
  • Smiths Interconnect
  • Cailabs
  • Fiberplex Technologies, LLC
  • Cleerline Technology Group
简介目录
Product Code: SQMIG45K2106

Optical Interconnect Market size was valued at USD 16.7 Billion in 2024 and is poised to grow from USD 18.97 Billion in 2025 to USD 52.61 Billion by 2033, growing at a CAGR of 13.6% during the forecast period (2026-2033).

Market insights indicate a robust growth trajectory for optical interconnect technologies driven by surging demand for advanced connectivity solutions tailored to high data transfer rates. The increasing reliance on data centers, propelled by the widespread adoption of cloud computing and big data analytics, is significantly fostering the integration of optical connectivity. Furthermore, the expansion of 5G networks and related applications, including IoT, necessitates high-capacity infrastructure to manage escalating data traffic effectively. Emerging trends in artificial intelligence, augmented reality, and virtual reality further underscore the need for bandwidth-intensive applications, prompting organizations to invest heavily in optical interconnect systems. This shift is catalyzing innovations in hybrid optical solutions and silicon photonics, enhancing performance and energy efficiency while improving environmental adaptability within data centers and telecommunications networks.

Top-down and bottom-up approaches were used to estimate and validate the size of the Optical Interconnect market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Optical Interconnect Market Segments Analysis

Global Optical Interconnect Market is segmented by Product, Interconnect Level, Fiber mode, Data Rate, Distance, Application, and region. Based on Product, the market is segmented into Cable Assemblies (Indoor Cable Assemblies, Outdoor Cable Assemblies, Active Optical Cables, Multi-source Agreements), Connectors (LC Connectors, SC Connectors, ST Connectors, MPO/MTO Connectors), Optical transceivers, Free space optics, Fiber, and Waveguides, Silicon photonics, PIC-based Interconnects, and Optical Engines. Based on Interconnect Level, the market is segmented into Metro and Long-haul Optical Interconnect, Board-to-Board and Rack-level Optical Interconnect, Chip- and Board-level Optical Interconnect. Based on Fiber mode, the market is segmented into Single Mode Fiber, and Multimode Fiber (Step-Index Multimode Fiber, Graded-Index Multimode Fiber). Based on Data rate the market is segmented into Less than 10 Gbps, 10 Gbps to 40 Gbps, 41 Gbps to 100 Gbps, and More than 100 Gbps. Based on Distance, the market is segmented into Less than 1 km, 1 km to 10 km, 11 km to 100 km, and more than 100 km. Based on Application, the market is segmented into Less than Data Communication (Datacenters, High-Performance Computing (Hpc)), and Telecommunication. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & and Africa.

Driver of the Optical Interconnect Market

One of the key market drivers for the global optical interconnect market is the increasing demand for high-speed data transfer and connectivity in various applications, including data centers, telecommunications, and cloud computing. The exponential growth of data traffic, fueled by the proliferation of internet-enabled devices and the rise of streaming services, necessitates advanced networking solutions that offer improved bandwidth and lower latency. Optical interconnects provide a superior alternative to traditional copper cables, enabling faster data rates over longer distances while minimizing signal degradation. This shift towards higher performance networking solutions is propelling investments in optical interconnect technologies across multiple sectors.

Restraints in the Optical Interconnect Market

One key market restraint for the global optical interconnect market is the high cost associated with the development and deployment of optical interconnect technologies. This includes expenses related to advanced material sourcing, fabrication processes, and integration into existing communication infrastructures. The substantial investment required can deter smaller enterprises from adopting these technologies, limiting market growth. Additionally, the complexity of integrating optical interconnects with legacy systems presents a significant barrier, as companies face challenges in aligning new technologies with existing hardware and protocols. These factors collectively hinder widespread adoption and are crucial considerations for stakeholders in the industry.

Market Trends of the Optical Interconnect Market

The optical interconnect market is witnessing a significant trend towards the increasing adoption of coherent optical technology, driven by the growing need for high-capacity, long-distance communication. This technology enables enhanced network efficiency, allowing telecom operators and data centers to manage escalating data traffic demands more effectively. As organizations prioritize productivity and sustainability, coherent optical solutions are becoming essential for optimizing network performance while reducing power consumption. This shift not only facilitates faster data transfer rates but also supports the transition to more environmentally friendly practices within the telecommunications and data sectors, thus reinforcing the upward trajectory of the optical interconnect market.

Table of Contents

Introduction

  • Objectives of the Study
  • Definitions
  • Market Scope

Research Methodology

  • Information Procurement
  • Secondary & Primary Data Sources
  • Market Size Estimation
  • Market Assumptions & Limitations

Executive Summary

  • Market Overview Outlook
  • Supply Demand Trend Analysis
  • Segmental Opportunity Analysis

Market Dynamics & Outlook

  • Market Dynamics
    • Drivers
    • Opportunities
    • Restraints
    • Challenges
  • Porters Analysis
    • Competitive rivalry
    • Threat of Substitute Products
    • Bargaining Power of Buyers
    • Threat of New Entrants
    • Bargaining Power of Suppliers

Key Market Insights

  • Key Success Factor
  • Degree of Competition
  • Top Investment Pockets
  • Ecosystem of the Market
  • Value Chain Analysis
  • Regulatory Analysis
  • Technology Analysis

Optical Interconnect Market, By Product

  • Market Overview
  • Cable Assemblies
    • Indoor Cable Assemblies
    • Outdoor Cable Assemblies
    • Active Optical Cables
    • Multi-Source Agreements
    • QSFP
    • CXP
    • CFP
    • CDFP
    • Others
  • Connectors
    • Lc Connectors
    • Sc Connectors
    • St Connectors
    • Mpo/Mtp Connectors
  • Optical Transceivers
  • Free Space Optics, Fiber, And Waveguides
  • Silicon Photonics
  • Pic-Based Interconnects
  • Optical Engines

Optical Interconnect Market, By Interconnect Level

  • Market Overview
  • Metro And Long-Haul Optical Interconnect
  • Board-To-Board And Rack-Level Optical Interconnect
  • Chip- And Board-Level Optical Interconnect

Optical Interconnect Market, By Fiber Mode

  • Market Overview
  • Single Mode Fiber
  • Multimode Fiber
    • Step-Index Multimode Fiber
    • Graded-Index Multimode Fiber

Optical Interconnect Market, By Data Rate

  • Market Overview
  • Less Than 10 Gbps
  • 10 Gbps To 40 Gbps
  • 41 Gbps To 100 Gbps
  • More Than 100 Gbps

Optical Interconnect Market, By Distance

  • Market Overview
  • Less Than 1 Km
  • 1 Km To 10 Km
  • 11 Km To 100 Km
  • More Than 100 Km

Optical Interconnect Market, By Application

  • Market Overview
  • Data Communication
    • Datacenters
    • High-Performance Computing (Hpc)
  • Telecommunication

Optical Interconnect Market Market Size by Region

  • Market Overview
  • North America
    • USA
    • Canada
  • Europe
    • Germany
    • Spain
    • France
    • UK
    • Italy
    • Rest of Europe
  • Asia Pacific
    • China
    • India
    • Japan
    • South Korea
    • Rest of Asia-Pacific
  • Latin America
    • Brazil
    • Rest of Latin America
  • Middle East & Africa (MEA)
    • GCC Countries
    • South Africa
    • Rest of MEA

Competitive Landscape

  • Top 5 Player Comparison
  • Market Positioning of Key Players, 2025
  • Strategies Adopted by Key Market Players
  • Recent Activities in the Market
  • Key Companies Market Share (%), 2025

Key Company Profiles

  • Coherent Corp
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Lumentum Operations LLC
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Molex, LLC
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Innolight Technology (Suzhou) Ltd.
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • NVIDIA Corporation
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Sumitomo Electric Industries, Ltd.
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Broadcom Inc.
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • TE Connectivity
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Fujitsu Ltd.
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Infinera Corporation
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Acacia Communications, Inc.
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Accelink Technology Co. Ltd.
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Juniper Networks, Inc.
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Amphenol Corporation
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • NeoPhotonics Corporation
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Optoscribe Ltd.
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Smiths Interconnect
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Cailabs
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Fiberplex Technologies, LLC
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments
  • Cleerline Technology Group
    • Company Overview
    • Business Segment Overview
    • Financial Updates
    • Key Developments