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光纤网路光学收发器

市场调查报告书

商品编码

1909012

光收发器市场规模、份额和成长分析（按外形规格、资料速率、光纤类型、传输距离、连接器、通讯协定、应用和地区划分）—2026-2033年产业预测

Optical Transceiver Market Size, Share, and Growth Analysis, By Form Factor, By Data Rate, By Fiber Type,, By Distance, By Connector, By Protocol, By Application, By Region-Industry Forecast 2026-2033

出版日期: 2025年12月29日 | 出版商:

SkyQuest | 英文 199 Pages | 商品交期: 3-5个工作天内

价格

简介目录

全球光收发器市场规模预计在 2024 年达到 106.2 亿美元，从 2025 年的 120 亿美元成长到 2033 年的 319.1 亿美元，在预测期（2026-2033 年）内复合年增长率为 13%。

受资料中心、电信网路和企业环境中对高速资料传输需求不断增长的推动，全球光收发器市场预计将迎来强劲成长。云端运算的快速发展、5G部署的普及以及大型资料中心的扩张，正在推动光收发器的应用，因为光收发器能够提供高频宽、低延迟和远距离通讯。连贯技术、硅光电以及QSFP、CFP和SFP等多功能可插拔封装等关键技术创新，正透过紧凑型设计提升效能，进而改变整个产业。在对更高数据吞吐量和能源效率的需求驱动下，光纤连接正成为主流。此外，主要云端服务供应商和通讯业者服务供应商了他们致力于面向未来的网路建置。

全球光收发器市场按外形规格、资料速率、光纤类型、传输距离、波长、连接器、通讯协定、应用和地区进行细分。依外形规格，市场细分如下：SFF 和 SFP、SFP+ 和 SFP28、QSFP、QSFP+、QSFP-DD、QSFP28、QSFP56、CFP、CFP2、CFP4、CFP8、XFP 和 CXP。以数据速率划分，市场细分为低于 10 Gbps、10 Gbps 至 40 Gbps、41 Gbps 至 100 Gbps 以及高于 100 Gbps。以光纤类型划分，市场细分为单模光纤 (SMF) 和多模光纤 (MMF)。依传输距离划分，市场细分为低于 1 公里、1 至 10 公里、11 至 100 公里以及高于 100 公里。市场依波长分为 850 奈米、1310 奈米、1550 奈米和其他波长。依连接器类型分为 LC、SC、MPO 和 RJ-45。依通讯协定分为乙太网路、光纤通道、CWDM/DWDM、FTTX 和其他通讯协定。依应用领域分为电信、资料中心和企业。依地区分为北美、亚太、欧洲、拉丁美洲以及中东和非洲。

全球光收发器市场驱动因素

全球光收发器市场的主要驱动因素之一是各行各业对更高频宽和更快资料传输速度日益增长的需求。资料中心的快速扩张、云端运算的普及以及高速网路服务的扩展，都推动了对能够支援无缝连接和资料传输的先进光收发器技术的需求。此外，5G、物联网 (IoT) 和人工智慧等技术的兴起，进一步推动了对升级网路基础设施的需求，促使能够确保高效资料通讯和高效能网路解决方案的光收发器得到广泛应用。

限制全球光收发器市场的因素

全球光收发器市场的主要限制因素之一是先进光技术的研发、製造和整合高成本。光收发器的复杂性，需要精准工程和先进材料，导致生产成本居高不下，阻碍市场成长。这一财务壁垒对希望进入市场的中小型企业以及预算紧张的网路营运商构成了更大的挑战。此外，科技的快速发展需要持续投资于升级和创新，这会进一步加剧资源紧张，并在快速变化的环境中降低竞争力。

全球光收发器市场趋势

全球光收发器市场正呈现高速模组（尤其是400G和800G收发器）应用显着成长的趋势，这主要源自于企业对更高资料吞吐量的需求。这项转变的主要驱动力是云端运算、人工智慧工作负载以及蓬勃发展的物联网(IoT)的日益增长的需求。各大科技公司正迅速将400G解决方案整合到其基础设施中，以应对前所未有的资料流量。同时，800G技术目前正处于试验阶段，为未来网路需求做好准备。这项措施体现了整个产业为实现更快、更有效率、更具可扩展性的光纤网路解决方案所做的努力。

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
- 墨西哥
- 巴西
- 其他拉丁美洲地区
中东和非洲
- 海湾合作委员会国家
- 南非
- 其他中东和非洲地区

竞争资讯

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
近期市场趋势
公司市占率分析（2025 年）
主要企业公司简介
- 公司详情
- 产品系列分析
- 依业务板块进行公司股票分析
- 2023-2025年营收年比比较

主要企业简介

II-VI Incorporated（now Coherent Corp.）
Lumentum Holdings Inc.
Broadcom Inc.
Cisco Systems, Inc.
Intel Corporation
Fujitsu Optical Components Limited
Sumitomo Electric Industries, Ltd.
Innolight Technology
NeoPhotonics Corporation（acquired by Lumentum）
Accelink Technologies Co., Ltd.
POET Technologies Inc.
Acacia Communications, Inc.（a Cisco company）

结论与建议

简介目录

Product Code: SQMIG50A2037

Global Optical Transceiver Market size was valued at USD 10.62 Billion in 2024 and is poised to grow from USD 12 Billion in 2025 to USD 31.91 Billion by 2033, growing at a CAGR of 13% during the forecast period (2026-2033).

The global optical transceiver market is poised for robust expansion, driven by rising needs for high-speed data transmission within data centers, telecommunications networks, and enterprise settings. The surge in cloud computing, 5G implementation, and large-scale data centers is boosting the uptake of optical transceivers, which facilitate high bandwidth, low latency, and extensive distance communication. Key technological innovations, including coherent technology, silicon photonics, and versatile pluggable form factors such as QSFP, CFP, and SFP, are reshaping the industry by enhancing performance in compact designs. A notable shift towards fiber-optic connectivity is occurring, prompted by demands for increased data throughput and energy efficiency. Moreover, the growing adoption of 400G and 800G transceivers by major cloud service providers and telecom operators underscores a commitment to future-ready networks.

Top-down and bottom-up approaches were used to estimate and validate the size of the Global Optical Transceiver 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.

Global Optical Transceiver Market Segments Analysis

Global optical transceiver market is segmented by form factor, data rate, fiber type, distance, wavelength, connector, protocol, application and region. Based on form factors, the market is segmented into SFF and SFP, SFP+ and SFP28, QSFP, QSFP+, QSFP-DD, QSFP28, and QSFP56, CFP, CFP2, CFP4, and CFP8, XFP and CXP. 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 fiber type, the market is segmented into single-mode fiber (smf) and multimode fiber (MMF). Based on Distance, the market is segmented into Less Than 1 KM, 1 TO 10 KM, 11 TO 100 KM and More Than 100 KM. Based on Wavelength, the market is segmented into 850 NM Band, 1310 NM Band, 1550 NM Band and other wavelengths. Based on connector, the market is segmented into LC, SC, MPO and RJ-45. Based on protocol, the market is segmented into ethernet, fiber channels, CWDM/DWDM, FTTX and other protocols. Based on application, the market is segmented into telecommunication, data center, and enterprise. Based on region, the market is segmented into North America, Asia-Pacific, Europe, Latin America, and Middle East & Africa.

Driver of the Global Optical Transceiver Market

One key market driver for the global optical transceiver market is the increasing demand for higher bandwidth and faster data transmission rates across various industries. With the rapid expansion of data centers, cloud computing, and the proliferation of high-speed internet services, there is a growing need for advanced optical transceiver technologies that can support seamless connectivity and data transfer. Additionally, the rise of technologies such as 5G, Internet of Things (IoT), and artificial intelligence further fuels the requirement for upgraded networking infrastructure, leading to greater adoption of optical transceivers that ensure efficient data communication and high-performance networking solutions.

Restraints in the Global Optical Transceiver Market

One key market restraint for the global optical transceiver market is the high cost associated with research and development, manufacturing, and integration of advanced optical technologies. The complex nature of optical transceivers, which require precise engineering and sophisticated materials, leads to elevated production costs that can hinder market growth. This financial barrier becomes more significant for small and medium-sized enterprises striving to enter the market, as well as for network operators managing tight budgets. Additionally, rapid technological advancements necessitate continuous investment in upgrades and innovations, further stretching resources and dampening competitive potential in a rapidly evolving landscape.

Market Trends of the Global Optical Transceiver Market

The Global Optical Transceiver market is experiencing a significant trend towards the adoption of higher-speed modules, particularly 400G and 800G transceivers, as organizations increasingly seek to enhance data throughput capabilities. This shift is primarily driven by the escalating requirements of cloud computing, artificial intelligence workloads, and the burgeoning Internet of Things (IoT). Major technology companies are rapidly integrating 400G solutions into their infrastructures to manage an unprecedented influx of data, while 800G technology is currently undergoing trials, aiming to position networks for future demands. This movement signifies a broader commitment within the industry to achieve faster, more efficient, and scalable optical networking solutions.

Introduction

Objectives of the Study
Market Definition & Scope

Research Methodology

Research Process
Secondary & Primary Data Methods
Market Size Estimation Methods

Executive Summary

Global Market Outlook
Key Market Highlights
Segmental Overview
Competition Overview

Market Dynamics & Outlook

Macro-Economic Indicators
Drivers & Opportunities
Restraints & Challenges
Supply Side Trends
Demand Side Trends
Porters Analysis & Impact
- Competitive Rivalry
- Threat of Substitute
- Bargaining Power of Buyers
- Threat of New Entrants
- Bargaining Power of Suppliers

Key Market Insights

Key Success Factors
Market Impacting Factors
Top Investment Pockets
Ecosystem Mapping
Market Attractiveness Index, 2025
PESTEL Analysis
Value Chain Analysis
Pricing Analysis
Case Studies
Regulatory Landscape
Technology Assessment

Global Optical Transceiver Market Market Size by Form Factor & CAGR (2026-2033)

Market Overview
SFF and SFP
SFP+ and SFP28
QSFP
QSFP+
QSFP-DD
QSFP28
QSFP56
CFP
CFP2
CFP4
CFP8
XFP
CXP

Global Optical Transceiver Market Market Size by Data Rate & CAGR (2026-2033)

Market Overview
Less Than 10 Gbps
10 Gbps to 40 Gbps
41 Gbps to 100 Gbps
More Than 100 Gbps

Global Optical Transceiver Market Market Size by Fiber Type & CAGR (2026-2033)

Market Overview
Single-Mode Fiber (SMF)
Multimode Fiber (MMF)

Global Optical Transceiver Market Market Size by Distance & CAGR (2026-2033)

Market Overview
Less Than 1 km
1 to 10 km
11 to 100 km
More Than 100 km

Global Optical Transceiver Market Market Size by Wavelength & CAGR (2026-2033)

Market Overview
850 nm Band
1310 nm Band
1550 nm Band
Other Wavelengths

Global Optical Transceiver Market Market Size by Connector & CAGR (2026-2033)

Market Overview
LC
SC
MPO
RJ-45

Global Optical Transceiver Market Market Size by Protocol & CAGR (2026-2033)

Market Overview
Ethernet
Fiber Channel
CWDM/DWDM
FTTX
Other Protocols

Global Optical Transceiver Market Market Size by Application & CAGR (2026-2033)

Market Overview
Telecommunication
Data Center
Enterprise

Global Optical Transceiver Market Market Size & CAGR (2026-2033)

North America (Form Factor, Data Rate, Fiber Type, Distance, Wavelength, Connector, Protocol, Application)
- US
- Canada
Europe (Form Factor, Data Rate, Fiber Type, Distance, Wavelength, Connector, Protocol, Application)
- Germany
- Spain
- France
- UK
- Italy
- Rest of Europe
Asia Pacific (Form Factor, Data Rate, Fiber Type, Distance, Wavelength, Connector, Protocol, Application)
- China
- India
- Japan
- South Korea
- Rest of Asia-Pacific
Latin America (Form Factor, Data Rate, Fiber Type, Distance, Wavelength, Connector, Protocol, Application)
- Mexico
- Brazil
- Rest of Latin America
Middle East & Africa (Form Factor, Data Rate, Fiber Type, Distance, Wavelength, Connector, Protocol, Application)
- GCC Countries
- South Africa
- Rest of Middle East & Africa

Competitive Intelligence

Top 5 Player Comparison
Market Positioning of Key Players, 2025
Strategies Adopted by Key Market Players
Recent Developments in the Market
Company Market Share Analysis, 2025
Company Profiles of All Key Players
- Company Details
- Product Portfolio Analysis
- Company's Segmental Share Analysis
- Revenue Y-O-Y Comparison (2023-2025)

Key Company Profiles

II-VI Incorporated (now Coherent Corp.)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Lumentum Holdings Inc.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Broadcom Inc.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Cisco Systems, Inc.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Intel Corporation
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Fujitsu Optical Components Limited
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Sumitomo Electric Industries, Ltd.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Innolight Technology
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
NeoPhotonics Corporation (acquired by Lumentum)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Accelink Technologies Co., Ltd.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
POET Technologies Inc.
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments
Acacia Communications, Inc. (a Cisco company)
- Company Overview
- Business Segment Overview
- Financial Updates
- Key Developments