市场调查报告书
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1617093
2030 年被动光学元件市场预测:按元件类型、材料类型、应用、最终用户和地区进行的全球分析Passive Optical Components Market Forecasts to 2030 - Global Analysis by Component Type, Material Type, Application, End User and By Geography |
根据Stratistics MRC预测,2024年全球被动光元件市场规模将达579亿美元,预计2030年将达到1,201亿美元,预测期内复合年增长率为12.9%。
无源光学元件是无需外部电源即可改变光的装置。用于光学系统中引导、滤波、反射和屈光光讯号。典型范例包括镜子、透镜、分光材料、光纤和波导管。这些功能对于通讯和光纤网路等多种应用至关重要。其被动性质意味着它不需要电力来运行,使其在处理视觉讯号方面可靠且高效。
根据电讯(ITU)预测,2023年全球网路用户数将达50.2亿。
资料中心和云端处理的成长
资料中心和云端运算的成长是被动光元件市场的主要驱动力。随着企业越来越依赖云端服务和资料存储,对快速、可靠的资料传输的需求不断增加。被动光学元件对于这些基础设施至关重要,能够以最小的功耗实现高效的资料传输。 5G 网路的扩展进一步加速了这一趋势,5G 网路需要强大的光回程传输解决方案来支援不断增长的资料流量和连接需求。
安装和维护成本高
部署光纤网路需要专门的设备和熟练的劳动力,需要大量的资本投资。维护成本也很高,因为需要持续的技术支援来确保网路可靠性。这种经济障碍可能会阻碍中小型企业采用被动光技术并限制市场渗透。
加大光纤网路投资
光纤网路投资的增加为被动光元件市场提供了重大机会。随着世界对高速网路和资讯服务的需求不断增加,政府和私人公司正在大力投资升级通讯基础设施。这些投资的重点是扩大光纤网络,以增强连接性并支援物联网和智慧城市等新兴技术。这为采用对于构建可扩展未来性的网路解决方案至关重要的被动光学组件创造了肥沃的土壤。
安全漏洞
安全漏洞对被动光元件市场构成重大威胁。随着这些系统与数位技术的整合度越来越高,它们变得更容易受到网路攻击,例如对被动光纤网路(PON) 的拒绝服务 (DoS) 攻击。这些漏洞可能会破坏服务交付或洩露敏感资料,从而导致财务和声誉损失。
COVID-19 大流行对被动光学元件市场产生了重大影响,加速了远端工作和数位通讯的转变。高速网路服务的需求增加刺激了光纤网路基础设施的投资。然而,疫情也造成了供应链中断和计划延误,影响了市场成长。儘管存在这些挑战,但封锁期间对数位连接的依赖凸显了强大的光纤网路对于支持长期市场弹性和復苏的重要性。
预计通讯部门在预测期内将是最大的部门
在预测期内,通讯领域预计将主导市场占有率,因为它在实现大规模网路高速资料传输方面发挥着重要作用。行动装置和串流媒体服务的激增将推动对被动光学元件有效提供的增强频宽功能的需求。随着通讯业者扩展其光纤基础设施以满足不断增长的消费者需求,该细分市场仍然是市场扩张的核心。
聚合物细分市场预计在预测期内复合年增长率最高
在预测期内,与玻璃等传统材料相比,聚合物领域由于其轻质且经济高效的特性,预计将呈现最高的成长率。聚合物的设计灵活性和易于安装性使其对各种通讯和资料中心应用具有吸引力。随着技术进步提高了基于聚合物的组件的性能特征,下一代光纤网路中越来越多地采用基于聚合物的组件。
在预测期内,由于先进的通讯基础设施和光纤技术的早期采用,北美地区预计将占据最大的市场占有率。投资网路升级的大型科技公司的存在进一步支持了该地区的优势。此外,政府促进宽频存取的倡议正在推动各领域对无源光学元件的需求。
在预测期内,由于快速都市化和宽频基础设施投资增加,预计亚太地区的复合年增长率最高。中国和印度等国家正在扩大光纤网络,以支持智慧城市计划和增加互联网使用。对增强数位连接的关注使亚太地区成为无源光学元件的主要成长地区。
According to Stratistics MRC, the Global Passive Optical Components Market is accounted for $57.9 billion in 2024 and is expected to reach $120.1 billion by 2030 growing at a CAGR of 12.9% during the forecast period. Passive light components are devices that change light without requiring an external power source. It is used in optical systems to guide, filter, reflect, or refract light signals. Typical examples include mirrors, lenses, light-splitting materials, optical fibers, and waveguides. These features are central to applications as diverse as telecommunications and fiber-optic networks. Their passive nature means that they require no electricity to operate, making them reliable and efficient in processing visual signals.
According to the International Telecommunication Union (ITU), the global number of internet users reached 5.02 billion in 2023.
Growth of data centers and cloud computing
The growth of data centers and cloud computing is a major driver for the passive optical components market. As businesses increasingly rely on cloud services and data storage, there is a heightened demand for high-speed, reliable data transmission. Passive optical components are essential in these infrastructures, providing efficient data transfer with minimal power consumption. This trend is further accelerated by the expansion of 5G networks, which require robust optical backhaul solutions to support increased data traffic and connectivity demands.
High costs of installation and maintenance
Deploying fiber optic networks involves substantial capital investment due to the need for specialized equipment and skilled labor. Maintenance can also be costly, as it requires ongoing technical support to ensure network reliability. These financial barriers can deter smaller companies from adopting passive optical technologies, limiting market penetration.
Increased investments in optical networks
Increased investments in optical networks offer a significant opportunity for the passive optical components market. As global demand for high-speed internet and data services grows, governments and private enterprises are investing heavily in upgrading telecommunications infrastructure. These investments focus on expanding fiber optic networks to enhance connectivity and support emerging technologies like IoT and smart cities. This creates a fertile ground for the adoption of passive optical components, which are integral to building scalable, future-proof network solutions.
Security vulnerabilities
Security vulnerabilities pose a notable threat to the passive optical components market. As these systems become more integrated with digital technologies, they are increasingly susceptible to cyberattacks, such as denial-of-service (DoS) attacks on passive optical networks (PONs). These vulnerabilities can disrupt service delivery and compromise sensitive data, leading to financial losses and reputational damage.
The Covid-19 pandemic significantly impacted the passive optical components market by accelerating the shift towards remote work and digital communication. This increased demand for high-speed internet services drove investments in optical network infrastructure. However, the pandemic also caused supply chain disruptions and project delays, affecting market growth. Despite these challenges, the reliance on digital connectivity during lockdowns underscored the importance of robust optical networks, supporting long-term market resilience and recovery.
The telecommunications segment is expected to be the largest during the forecast period
Over the forecasted timeframe, the telecommunications segment is anticipated to dominate the market share due to its critical role in enabling high-speed data transmission across vast networks. The proliferation of mobile devices and streaming services drives demand for enhanced bandwidth capabilities, which passive optical components provide efficiently. As telecom operators expand their fiber optic infrastructure to meet growing consumer needs, this segment continues to be a cornerstone of market expansion.
The polymer segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the polymer segment is predicted to witness the highest growth rate due to its lightweight properties and cost-effectiveness compared to traditional materials like glass. Polymers offer flexibility in design and ease of installation, making them attractive for various applications in telecommunications and data centers. As technological advancements improve their performance characteristics, polymer-based components are increasingly adopted in next-generation optical networks.
Over the forecast period, the North America region is anticipated to hold the largest market share due to its advanced telecommunication infrastructure and early adoption of fiber optic technologies. The presence of leading technology companies investing in network upgrades further supports regional dominance. Additionally, government initiatives promoting broadband access drive demand for passive optical components across various sectors.
During the forecast period, the Asia Pacific region is anticipated to register the highest CAGR due to rapid urbanization and increasing investments in broadband infrastructure. Countries like China and India are expanding their fiber optic networks to support smart city projects and growing internet usage. This regional focus on enhancing digital connectivity positions Asia Pacific as a key growth area for passive optical components.
Key players in the market
Some of the key players in Passive Optical Components Market include Huawei Technologies Co., Ltd., ZTE Corporation, Corning Incorporated, Broadcom Inc., Adtran, Inc., Ericsson, Motorola Solutions, Tellabs, Calix, Inc., Mitsubishi Electric Corporation, Marvell Technology Group, Alcatel-Lucent, Alliance Fiber Optic Products, Finisar Corporation, Microchip Technology Inc., Ikanos Communications, Macom Technology Solutions and PMC-Sierra.
In November 2024, Adtran announced its strategic collaboration with Sonic Fiber Internet to bring 50Gbit/s passive optical network (50G PON) connectivity to California. The partnership is a proactive step to ensure Sonic continues to deliver ultra-fast broadband services that meet the growing demand for higher capacity and faster speeds across the US.
In November 2024, POET Technologies, a designer and developer of the Optical Interposer, Photonic Integrated Circuits (PICs) and light sources for communication and AI markets, has announced that it has entered into collaboration with Mitsubishi Electric. The collaboration aims to co-develop integrated optical engine chipsets for 3.2T pluggable transceivers, an increasingly important product for optical connectivity in the rapidly growing artificial intelligence networking market. POET and Mitsubishi Electric will jointly support product demonstrations with major customers.
In December 2023, Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, has delivered two optical PAM4 digital signal processors (optical DSPs) to enable cloud operators to serve the exploding demand for AI, accelerated computing and cloud services by optimizing the performance, bandwidth and efficiency of the optical links connecting data infrastructure.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.