市场调查报告书
商品编码
1558270
到 2030 年光光连接模组市场预测:按产品类型、组件类型、互连程度、资料速率、应用、最终用户和地区进行的全球分析Optical Interconnect Market Forecasts to 2030 - Global Analysis By Product Type, Component Type, Interconnect Level, Data Rate, Application, End User and By Geography |
根据Stratistics MRC预测,2024年全球光连接模组市场规模将达171亿美元,预计2030年将达到397亿美元,预测期内复合年增长率为15.1%。
光连接模组是一种高速资料传输系统,它使用光讯号在网路或电脑系统内的不同组件和设备之间传输资讯。与依赖电讯号和导电材料的传统电互连不同,光学互连利用透过光纤或波导管传输的光讯号。此方法提供高频宽、高资料传输速率和远距讯号劣化低,使其成为高效能运算和通讯应用的理想选择。
据 IEEE Communications 称,全光纤网路有潜力为资料中心节省高达 75% 的能源。根据爱立信移动报告 2020 年 11 月版,预计到 2020年终,北美约 4% 的行动用户将使用 5G。
对通讯频宽的需求增加
由于资料消耗的快速增加和对高速连接的需求,市场对通讯频宽的需求不断增加。随着云端运算和通讯等行业的扩张,光连接模组的需求不断增加,以满足更快的资料传输和更高容量的网路的需求。光连接模组提供了一种解决方案,提供比传统电气连接更高的频宽和更低的延迟,支援对高效和可扩展资料通讯日益增长的需求。
技术商业化的延迟
市场上技术商业化的延迟可能会阻碍产业的成长。将新的光互连解决方案推向市场的延迟会导致错失提高网路效能和容量的机会。这种停滞可能会导致依赖过时技术的消费者和企业的成本增加。此外,商业化的延迟可能会阻碍公司的竞争力,影响其市场地位和满足高速资料传输日益增长的需求的能力。
全球资料中心快速扩张
随着企业和云端服务供应商扩展其资料中心基础设施以适应不断增长的资料量并支援进阶应用,对高速、宽频光互连的需求不断增加。光连接模组对于在资料中心元件之间有效连接和传输资料至关重要,从而实现更快、更可靠的通讯。这一趋势正在推动光学技术的进步,并增加光学互连解决方案的市场机会。
实施成本高
高昂的市场引入成本可能会限制采用并减缓技术进步。部署和整合光互连繫统所需的大量投资可能成为许多公司,特别是中小型企业和新兴企业的障碍。这导致对低效传统技术的依赖,从而减缓资料传输速度和网路效能的进步。此外,高成本可能会限制竞争并降低整体市场成长潜力。
COVID-19 大流行对市场产生了重大影响,由于对远端工作、线上服务和数位通讯的依赖增加,加速了对高速资料解决方案的需求。资料流量的爆炸性增长给现有网路带来了压力,并凸显了对先进光互连技术的需求。然而,疫情扰乱了供应链,减缓了技术部署,并影响了市场成长。
光收发器市场预计将在预测期内成为最大的市场
预计光收发器将成为预测期内最大的市场。这些设备将电讯号转换为光讯号,反之亦然,从而促进光纤上的高效通讯。光收发器对于增加资料中心、通讯和高效能运算环境中的频宽和资料传输速度至关重要。光收发器的进步有助于提高网路效能和扩充性,推动市场创新和成长。
资料中心产业预计在预测期内复合年增长率最高
预计资料中心产业在预测期内将经历最高的复合年增长率。光连接模组可实现资料中心内伺服器、储存和网路元件之间的快速资料传输和连接,满足对资料处理和云端服务不断增长的需求。光连接模组提供高频宽和低延迟的能力对于优化资料中心效能、可扩展性和可靠性至关重要,也是光连接模组技术进步的驱动力。
预计北美在预测期内将占据最大的市场占有率。主要驱动因素包括资料中心、云端运算和通讯的成长,这些都需要高效的宽频光学解决方案。北美领先的科技公司和研发投资正在进一步支持市场开拓。然而,高昂的实施成本和不断发展的技术标准带来了挑战,影响了采用率和市场动态。
由于对高速连接、5G 网路部署和主要资料中心的需求不断增加,亚太地区预计在预测期内复合年增长率最高。强大的最终用户影响力和国内市场主导地位正在推动该地区的光互连繫统销售。 5G 网路的部署正在推动对支援去程传输和回程传输网路要求的光连接模组解决方案的需求。
According to Stratistics MRC, the Global Optical Interconnect Market is accounted for $17.1 billion in 2024 and is expected to reach $39.7 billion by 2030 growing at a CAGR of 15.1% during the forecast period. Optical interconnects are high-speed data transmission systems that use optical signals to transfer information between different components or devices within a network or computer system. Unlike traditional electrical interconnects, which rely on electrical signals and conductive materials, optical interconnects utilize light signals transmitted through optical fibers or waveguides. This method allows for greater bandwidth, faster data transfer rates, and reduced signal degradation over long distances, making it ideal for high-performance computing and telecommunications applications.
According to IEEE Communications, all-optical networks could provide up to 75% energy savings in the data centers. According to the November 2020 edition of the Ericsson Mobility Report, North America was expected to end 2020 with about 4% of its mobile subscriptions being 5G.
Increasing demand for communication bandwidth
The market is experiencing increasing demand for communication bandwidth due to the rapid growth in data consumption and the need for higher-speed connectivity. As industries such as cloud computing and telecommunications expand, the demand for optical interconnects rises to meet the need for faster data transfer and greater network capacity. They provide a solution by offering higher bandwidth and lower latency compared to traditional electrical connections, supporting the growing requirements for efficient and scalable data communication.
Slow commercialization of technologies
The slow commercialization of technologies in the market can hinder industry growth. Delays in bringing new optical interconnect solutions to market can lead to missed opportunities for enhancing network performance and capacity. This stagnation may result in increased costs for consumers and businesses, as they rely on outdated technologies. Additionally, slow commercialization can impede the competitive edge of companies, affecting their market position and ability to meet the rising demand for high-speed data transmission.
Surge in global deployment of datacenters
As businesses and cloud service providers expand their data center infrastructure to handle increasing data volumes and support advanced applications, the demand for high-speed, high-bandwidth optical interconnects rises. Optical interconnects are essential for efficiently connecting and transferring data between data center components, enabling faster, more reliable communication. This trend is fueling advancements in optical technology and increasing market opportunities for optical interconnect solutions.
High deployment costs
High deployment costs in the market can restrict widespread adoption and slow down technological progress. The significant investment required for installing and integrating optical interconnect systems can be a barrier for many businesses, especially smaller enterprises and startups. This can lead to reliance on less efficient, traditional technologies, potentially stalling advancements in data transfer speeds and network performance. Additionally, high costs may limit competition and reduce the overall market growth potential.
The COVID-19 pandemic significantly impacted the market by accelerating the demand for high-speed data solutions due to increased reliance on remote work, online services, and digital communication. The surge in data traffic stressed existing networks, highlighting the need for advanced optical interconnect technologies. However, the pandemic also disrupted supply chains and delayed technology deployments, affecting the market's growth.
The optical transceivers segment is expected to be the largest during the forecast period
The optical transceivers is expected to be the largest during the forecast period. These devices convert electrical signals into optical signals and vice versa, facilitating efficient communication across optical fibers. Optical transceivers are essential for expanding bandwidth and improving data transfer rates in data centers, telecommunications, and high-performance computing environments. Their advancements contribute to enhanced network performance and increased scalability, driving innovation and growth within the market.
The data centers segment is expected to have the highest CAGR during the forecast period
The data centers segment is expected to have the highest CAGR during the forecast period. Optical interconnects enable rapid data transfer and connectivity between servers, storage systems, and network components within data centers, supporting the growing demands for data processing and cloud services. Their ability to provide high bandwidth and low latency is crucial for optimizing data center performance, scalability, and reliability, driving advancements in the optical interconnect technology.
North America is projected to hold the largest market share during the forecast period. Key factors include the growth of data centers, cloud computing, and telecommunications sectors, which require efficient and high-bandwidth optical solutions. North America's leading technology companies and investments in research and development further fuel market growth. However, high deployment costs and evolving technological standards pose challenges, impacting the rate of adoption and market dynamics.
Asia Pacific is projected to witness the highest CAGR over the forecast period driven by the increasing demand for high-speed connectivity, deployment of 5G networks, and the presence of major data centers. The presence of strong end users and dominance of domestic markets is fueling the sales of optical interconnect systems in the region. Deployment of 5G networks leading to heightened demand for optical interconnects solutions to support fronthaul and backhaul network requirements.
Key players in the market
Some of the key players in Optical Interconnect market include 3M Company, Sumitomo Electric Industries, Ltd., Molex Electronic Solutions, Amphenol Corporation, TE Connectivity, Corning Incorporated, Cisco Systems Inc., Huawei Technologies Co. Ltd., Lumentum Operations LLC, Infinera Corporation, Broadcom Inc., Fujitsu Ltd., NVIDIA Corporation, Finisar Corporation, Ciena Corporation, ECI Telecom, Lightwave Logic, Inc., Avago Technologies and KDDI Corporation.
In August 2024, Sumitomo Electric Industries, Ltd. has announced the successful completion of the Greenlink Interconnector Project, further showcasing its unparalleled expertise in cable manufacturing and installation.
In June 2024, TE Connectivity (TE) has expanded its VITA 66 optical backplane interconnect family with the new VITA 66.5 Style D optical modules. The company, which specialises in connectivity and sensors, said the high-density modules provide a rugged, blind-mate optical interconnect solution for aerospace, defence, and marine applications.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.