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市场调查报告书
商品编码
1636713

2030 年硅光电市场预测：按组件、技术、应用、最终用户和地区进行的全球分析

Silicon Photonics Market Forecasts to 2030 - Global Analysis By Component (Lasers, Modulators, Detectors, Waveguides, Photonic Integrated Circuits (ICs), Amplifiers and Other Components), Technology, Application, End User and By Geography
出版日期: | 出版商: Stratistics Market Research Consulting | 英文 200+ Pages | 商品交期: 2-3个工作天内

价格

根据 Stratistics MRC 的数据，全球硅光电市场预计在 2024 年达到 22.8 亿美元，到 2030 年将达到 82.7 亿美元，预测期内的复合年增长率为 30.2%。

硅光电是一种利用硅作为介质来操纵光进行资料传输和资料的技术。在硅晶片上整合雷射、调变和检测器等光子设备可以实现高速光纤通讯和运算。硅光电利用硅的半导体特性，实现小型化和具成本效益的大规模生产。它广泛应用于资料中心、通讯和高效能运算。

根据2023年的调查，全球135个国家总合6,603个资料中心。其中，德国有310个资料中心，法国有204个，英国有345个，西班牙有97个。

高速资料传输的需求日益增加

通讯、资料中心和云端处理等产业的资料消耗不断增加，推动着对更快、更有效率的通讯技术的需求。硅光电利用基于光的传输而不是传统的电讯号，在速度、频宽和能源效率方面具有显着优势。透过在大容量应用中实现更高的资料传输速度、更低的延迟和更高的性能，硅光电正在支持下一代通讯系统的发展并刺激市场扩张。

材料相容性有限

硅光电主要依赖硅，这限制了材料相容性，并限制了特定光学功能所需的其他材料的集成，例如高效的光产生和检测。与磷化铟和砷化镓等材料缺乏相容性，影响了扩充性、功能性和与现有系统的集成，减缓了创新，并阻碍了硅光电在感测器、雷射和先进通讯等应用领域的市场成长。

设备小型化

更小的设备尺寸可以实现更紧凑、更强大的系统，运行速度更快、功耗更低。随着资料中心、通讯和消费性电子等领域对高频宽、低延迟通讯的需求不断增长，小型化设备正在满足对更高效能和更小尺寸的需求。这些进步有助于解决功耗和可扩展性等挑战，推动市场扩张，并将硅光电定位为现代运算和通讯的关键技术。

初期开发成本高

由于将光学元件与硅晶片整合所涉及的製造流程复杂，因此硅光电需要较高的初始开发成本。对专业製造设备、先进材料和熟练劳动力的需求增加了成本。此外，针对特定应用设计和最佳化硅光子装置需要大量的研发投入。如此高的前期成本可能会减缓采用速度并抑制整体市场的成长。

COVID-19 的影响

COVID-19 疫情暂时扰乱了硅光电市场，由于供应链中断和劳动力短缺，影响了製造、研发活动。然而，疫情加速了对先进通讯系统、资料中心和医疗保健技术的需求，推动了硅光电的长期成长。远端工作的转变和对云端基础的服务的增加依赖进一步推动了对高速资料传输解决方案的需求。疫情后的復苏见证了该行业的投资和技术进步的復苏。

预计在预测期内，有源硅光电部分将成为最大的部分。

预计在整个预测期内，有源硅光电领域将占据最大的市场占有率。主动硅光电是将主动电子元件与光子系统结合，实现高速资料传输、处理和感测的前沿领域。透过结合硅技术和光电的优势，该部门为通讯、资料中心和量子计算提供解决方案。这项技术有可能彻底改变需要快速、有效率的资料通讯和先进计算的产业。

资料中心部门预计在预测期内实现最高复合年增长率

预计预测期内资料中心部分将以最高的复合年增长率成长。资料中心的硅光电可以使用光而不是电讯号来实现更快、更节能的资料传输。该技术可实现伺服器和储存系统之间更快的互连，从而降低消费量并提高资料中心整体效能。硅光电还能实现更紧凑的设计，有助于减少现代资料中心的空间和电力需求。

比最大的地区

由于资料中心的扩张、5G 网路的日益普及以及人工智慧 (AI) 和机器学习应用的兴起，预计亚太地区将在预测期内占据最大的市场占有率。中国、日本和韩国等国家在半导体製造和研究领域处于领先地位，推动硅光电的创新。此外，政府的倡议和研发投资进一步推动了市场发展，使该地区成为硅光电的全球中心。

复合年增长率最高的地区：

由于北美专注于资料通讯、高效能运算和通讯领域的技术创新和进步，预计预测期内北美将出现最高的复合年增长率。美国和加拿大是主要参与者，其科技巨头、大学和半导体製造商在研发方面投入了大量资金。此外，云端运算、5G 网路和资料中心的日益普及进一步推动了市场扩张。

免费客製化服务：

订阅此报告的客户可享有以下免费自订选项之一：

  • 公司简介
    • 全面分析其他市场参与者（最多 3 家公司）
    • 主要企业的 SWOT 分析（最多 3 家公司）
  • 地理细分
    • 根据客户兴趣对主要国家进行的市场估计、预测和复合年增长率（註：基于可行性检查）
  • 竞争性基准化分析
    • 根据产品系列、地理分布和策略联盟对主要企业进行基准化分析

目录

第一章执行摘要

第 2 章 前言

  • 概述
  • 相关利益者
  • 研究范围
  • 调查方法
    • 资料探勘
    • 资料分析
    • 资料检验
    • 研究途径
  • 研究资讯来源
    • 主要研究资讯来源
    • 二手研究资料资讯来源
    • 先决条件

第三章 市场走势分析

  • 驱动程式
  • 限制因素
  • 机会
  • 威胁
  • 技术分析
  • 应用分析
  • 最终用户分析
  • 新兴市场
  • COVID-19 的影响

第 4 章 波特五力分析

  • 供应商的议价能力
  • 买家的议价能力
  • 替代品的威胁
  • 新进入者的威胁
  • 竞争对手之间的竞争

5. 全球硅光电市场（依组件划分）

  • 雷射
  • 调变
  • 检测器
  • 波导
  • 光子积体电路 (IC)
  • 扩大机
  • 其他组件

6. 全球硅光电市场（依技术划分）

  • 有源硅光电
  • 无源硅光电

第七章 全球硅光电市场（依应用）

  • 光学同调断层扫描(OCT)
  • 测试与测量
  • 积体光学电路
  • 感测
  • 量子计算
  • 光讯号处理
  • 自动化
  • 其他用途

第 8 章 全球硅光电市场（依最终用户）

  • 通讯业者
  • 资料中心
  • 医疗保健提供者
  • 电子製造商
  • 汽车公司
  • 航太和国防组织
  • 其他最终用户

9. 全球硅光电市场（按地区）

  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥
  • 欧洲
    • 德国
    • 英国
    • 义大利
    • 法国
    • 西班牙
    • 其他欧洲国家
  • 亚太地区
    • 日本
    • 中国
    • 印度
    • 澳洲
    • 纽西兰
    • 韩国
    • 其他亚太地区
  • 南美洲
    • 阿根廷
    • 巴西
    • 智利
    • 南美洲其他地区
  • 中东和非洲
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 卡达
    • 南非
    • 其他中东和非洲地区

第十章 主要进展

  • 协议、伙伴关係、合作和合资企业
  • 收购与合併
  • 新产品发布
  • 业务扩展
  • 其他关键策略

第十一章 公司概况

  • Intel Corporation
  • Cisco Systems Inc.
  • IBM Corporation
  • Juniper Networks Inc.
  • Nokia Corporation
  • Broadcom Inc.
  • Lumentum Operations LLC
  • SAMSUNG Electronics Corporation
  • Apple Inc.
  • STMicroelectronics
  • Raytheon Technologies Corporation
  • Infinera Corporation
  • Finisar Corporation
  • Analog Devices Inc.
  • Lightwave Logic Inc.
  • DustPhotonics
  • Tower Semiconductor Limited
  • GlobalFoundries Inc.
  • Huawei Technologies Corporation
  • Rockley Photonics
Product Code: SMRC28354

According to Stratistics MRC, the Global Silicon Photonics Market is accounted for $2.28 billion in 2024 and is expected to reach $8.27 billion by 2030 growing at a CAGR of 30.2% during the forecast period. Silicon photonics is a technology that uses silicon as a medium to manipulate light for data transmission and processing. It integrates photonic devices, such as lasers, modulators, and detectors, on a silicon chip, enabling high-speed optical communication and computing. Silicon photonics leverages the advantages of silicon's semiconductor properties, allowing for miniaturization and cost-effective mass production. It is widely applied in data centers, telecommunications, and high-performance computing.

According to a researcher's survey in 2023, there were a total of 6,603 data centers present among the listed 135 countries across the world. Among these, 310 data centers were present in Germany, 204 in France, 345 in the U.K., and 97 in Spain.

Market Dynamics:

Driver:

Increasing demand for high-speed data transmission

As data consumption rises across industries such as telecommunications, data centers, and cloud computing, the need for faster, more efficient communication technologies intensifies. Silicon photonics, which leverages light-based transmission rather than traditional electrical signals, offers significant advantages in terms of speed, bandwidth, and energy efficiency. By enabling faster data transfer rates, reduced latency, and improved performance in high-volume applications, silicon photonics supports the development of next-generation communication systems, fueling market expansion.

Restraint:

Limited materials compatibility

Silicon photonics has limited materials compatibility because it primarily relies on silicon, which restricts the integration of other materials needed for certain optical functionalities, such as efficient light generation or detection. The lack of compatibility with materials like indium phosphide or gallium arsenide affects scalability, functionality, and integration with existing systems, slowing innovation and hindering the market growth of silicon photonics in applications like sensors, lasers, and advanced telecommunications.

Opportunity:

Miniaturization of devices

The miniaturization of devices enables more compact, powerful systems that can operate at higher speeds and lower power consumption. As demand for high-bandwidth, low-latency communication in sectors like data centers, telecommunications, and consumer electronics rises, miniaturized devices meet the need for improved performance and reduced size. These advancements help address challenges like power consumption and scalability, propelling market expansion and positioning silicon photonics as a key technology in modern computing and communication.

Threat:

High initial development costs

Silicon photonics requires high initial development costs due to the complex fabrication processes involved in integrating optical components with silicon chips. The need for specialized manufacturing equipment, advanced materials, and skilled labor adds to the expenses. Additionally, designing and optimizing silicon photonic devices for specific applications demands significant research and development investment. These high upfront costs can slow down their adoption, thus hampering overall market growth.

Covid-19 Impact

The covid-19 pandemic temporarily disrupted the silicon photonics market, affecting manufacturing, research, and development activities due to supply chain interruptions and labor shortages. However, the pandemic also accelerated demand for advanced communication systems, data centers, and healthcare technologies, driving long-term growth in silicon photonics. The shift to remote work and increased reliance on cloud-based services further boosted demand for high-speed data transmission solutions. Post-pandemic recovery has led to resurgence in investment and technological advancements in this sector.

The active silicon photonics segment is expected to be the largest during the forecast period

The active silicon photonics segment is predicted to secure the largest market share throughout the forecast period. Active silicon photonics is a cutting-edge field that integrates active electronic devices with photonic systems to enable high-speed data transmission, processing, and sensing. By combining the benefits of silicon technology and photonics, this sector offers solutions for telecommunications, data centers, and quantum computing. This technology has the potential to revolutionize industries requiring fast, efficient data communication and advanced computing.

The data centers segment is expected to have the highest CAGR during the forecast period

The data centers segment is anticipated to witness the highest CAGR during the forecast period. Silicon photonics in data centers enables high-speed, energy-efficient data transmission using light instead of electrical signals. This technology allows faster interconnection between servers and storage systems, lowering energy consumption and enhancing overall data center performance. Silicon photonics also facilitates more compact designs, contributing to the reduction of space and power requirements in modern data centers.

Region with largest share:

Asia Pacific is expected to register the largest market share during the forecast period driven by the expansion of data centers, growing adoption of 5G networks, and the rise of artificial intelligence (AI) and machine learning applications. Countries like China, Japan, and South Korea are leading in semiconductor manufacturing and research, fostering innovation in silicon photonics. Additionally, government initiatives and investments in R&D further support market development, positioning the region as a global hub for silicon photonics advancements.

Region with highest CAGR:

North America is expected to witness the highest CAGR over the forecast period due to the region's strong focus on technological innovation and advancements in data communications, high-performance computing, and telecommunication sectors. The U.S. and Canada are key players, with significant investments in research and development, particularly from tech giants, universities, and semiconductor manufacturers. Additionally, the growing adoption of cloud computing, 5G networks, and data centers further drives market expansion.

Key players in the market

Some of the key players profiled in the Silicon Photonics Market include Intel Corporation, Cisco Systems Inc., IBM Corporation, Juniper Networks Inc., Nokia Corporation, Broadcom Inc., Lumentum Operations LLC, SAMSUNG Electronics Corporation, Apple Inc., STMicroelectronics, Raytheon Technologies Corporation, Infinera Corporation, Finisar Corporation, Analog Devices Inc., Lightwave Logic Inc., DustPhotonics, Tower Semiconductor Limited, GlobalFoundries Inc., Huawei Technologies Corporation and Rockley Photonics.

Key Developments:

In November 2024, Tower Semiconductor has introduced its 300mm Silicon Photonics process as a standard foundry offering, enhancing its 200mm platform. The larger wafer size increases compatibility with industry-standard platforms, simplifying integration with electronic components. This development provides a seamless transition for existing customers, positioning Tower to support growing demands in high-speed data communications.

In September 2024, DustPhotonics has unveiled an industry-first merchant 1.6Tb/s silicon photonics engine, targeting AI and hyperscale data center applications. This innovation promises to address the growing demand for high-speed, high-capacity interconnects in data centers and AI workloads, offering unprecedented bandwidth and low latency.

Components Covered:

  • Lasers
  • Modulators
  • Detectors
  • Waveguides
  • Photonic Integrated Circuits (ICs)
  • Amplifiers
  • Other Components

Technologies Covered:

  • Active Silicon Photonics
  • Passive Silicon Photonics

Applications Covered:

  • Optical Coherence Tomography (OCT)
  • Test & Measurement
  • Integrated Photonic Circuits
  • Sensing
  • Quantum Computing
  • Optical Signal Processing
  • Automation
  • Other Applications

End Users Covered:

  • Telecommunications Providers
  • Data Centers
  • Medical & Healthcare Providers
  • Electronics Manufacturers
  • Automotive Companies
  • Aerospace & Defense Organizations
  • Other End Users

Regions Covered:

  • North America
    • US
    • Canada
    • Mexico
  • Europe
    • Germany
    • UK
    • Italy
    • France
    • Spain
    • Rest of Europe
  • Asia Pacific
    • Japan
    • China
    • India
    • Australia
    • New Zealand
    • South Korea
    • Rest of Asia Pacific
  • South America
    • Argentina
    • Brazil
    • Chile
    • Rest of South America
  • Middle East & Africa
    • Saudi Arabia
    • UAE
    • Qatar
    • South Africa
    • Rest of Middle East & Africa

What our report offers:

  • Market share assessments for the regional and country-level segments
  • Strategic recommendations for the new entrants
  • Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
  • Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
  • Strategic recommendations in key business segments based on the market estimations
  • Competitive landscaping mapping the key common trends
  • Company profiling with detailed strategies, financials, and recent developments
  • Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

  • Company Profiling
    • Comprehensive profiling of additional market players (up to 3)
    • SWOT Analysis of key players (up to 3)
  • Regional Segmentation
    • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
  • Competitive Benchmarking
    • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

  • 2.1 Abstract
  • 2.2 Stake Holders
  • 2.3 Research Scope
  • 2.4 Research Methodology
    • 2.4.1 Data Mining
    • 2.4.2 Data Analysis
    • 2.4.3 Data Validation
    • 2.4.4 Research Approach
  • 2.5 Research Sources
    • 2.5.1 Primary Research Sources
    • 2.5.2 Secondary Research Sources
    • 2.5.3 Assumptions

3 Market Trend Analysis

  • 3.1 Introduction
  • 3.2 Drivers
  • 3.3 Restraints
  • 3.4 Opportunities
  • 3.5 Threats
  • 3.6 Technology Analysis
  • 3.7 Application Analysis
  • 3.8 End User Analysis
  • 3.9 Emerging Markets
  • 3.10 Impact of Covid-19

4 Porters Five Force Analysis

  • 4.1 Bargaining power of suppliers
  • 4.2 Bargaining power of buyers
  • 4.3 Threat of substitutes
  • 4.4 Threat of new entrants
  • 4.5 Competitive rivalry

5 Global Silicon Photonics Market, By Component

  • 5.1 Introduction
  • 5.2 Lasers
  • 5.3 Modulators
  • 5.4 Detectors
  • 5.5 Waveguides
  • 5.6 Photonic Integrated Circuits (ICs)
  • 5.7 Amplifiers
  • 5.8 Other Components

6 Global Silicon Photonics Market, By Technology

  • 6.1 Introduction
  • 6.2 Active Silicon Photonics
  • 6.3 Passive Silicon Photonics

7 Global Silicon Photonics Market, By Application

  • 7.1 Introduction
  • 7.2 Optical Coherence Tomography (OCT)
  • 7.3 Test & Measurement
  • 7.4 Integrated Photonic Circuits
  • 7.5 Sensing
  • 7.6 Quantum Computing
  • 7.7 Optical Signal Processing
  • 7.8 Automation
  • 7.9 Other Applications

8 Global Silicon Photonics Market, By End User

  • 8.1 Introduction
  • 8.2 Telecommunications Providers
  • 8.3 Data Centers
  • 8.4 Medical & Healthcare Providers
  • 8.5 Electronics Manufacturers
  • 8.6 Automotive Companies
  • 8.7 Aerospace & Defense Organizations
  • 8.8 Other End Users

9 Global Silicon Photonics Market, By Geography

  • 9.1 Introduction
  • 9.2 North America
    • 9.2.1 US
    • 9.2.2 Canada
    • 9.2.3 Mexico
  • 9.3 Europe
    • 9.3.1 Germany
    • 9.3.2 UK
    • 9.3.3 Italy
    • 9.3.4 France
    • 9.3.5 Spain
    • 9.3.6 Rest of Europe
  • 9.4 Asia Pacific
    • 9.4.1 Japan
    • 9.4.2 China
    • 9.4.3 India
    • 9.4.4 Australia
    • 9.4.5 New Zealand
    • 9.4.6 South Korea
    • 9.4.7 Rest of Asia Pacific
  • 9.5 South America
    • 9.5.1 Argentina
    • 9.5.2 Brazil
    • 9.5.3 Chile
    • 9.5.4 Rest of South America
  • 9.6 Middle East & Africa
    • 9.6.1 Saudi Arabia
    • 9.6.2 UAE
    • 9.6.3 Qatar
    • 9.6.4 South Africa
    • 9.6.5 Rest of Middle East & Africa

10 Key Developments

  • 10.1 Agreements, Partnerships, Collaborations and Joint Ventures
  • 10.2 Acquisitions & Mergers
  • 10.3 New Product Launch
  • 10.4 Expansions
  • 10.5 Other Key Strategies

11 Company Profiling

  • 11.1 Intel Corporation
  • 11.2 Cisco Systems Inc.
  • 11.3 IBM Corporation
  • 11.4 Juniper Networks Inc.
  • 11.5 Nokia Corporation
  • 11.6 Broadcom Inc.
  • 11.7 Lumentum Operations LLC
  • 11.8 SAMSUNG Electronics Corporation
  • 11.9 Apple Inc.
  • 11.10 STMicroelectronics
  • 11.11 Raytheon Technologies Corporation
  • 11.12 Infinera Corporation
  • 11.13 Finisar Corporation
  • 11.14 Analog Devices Inc.
  • 11.15 Lightwave Logic Inc.
  • 11.16 DustPhotonics
  • 11.17 Tower Semiconductor Limited
  • 11.18 GlobalFoundries Inc.
  • 11.19 Huawei Technologies Corporation
  • 11.20 Rockley Photonics

List of Tables

  • Table 1 Global Silicon Photonics Market Outlook, By Region (2022-2030) ($MN)
  • Table 2 Global Silicon Photonics Market Outlook, By Component (2022-2030) ($MN)
  • Table 3 Global Silicon Photonics Market Outlook, By Lasers (2022-2030) ($MN)
  • Table 4 Global Silicon Photonics Market Outlook, By Modulators (2022-2030) ($MN)
  • Table 5 Global Silicon Photonics Market Outlook, By Detectors (2022-2030) ($MN)
  • Table 6 Global Silicon Photonics Market Outlook, By Waveguides (2022-2030) ($MN)
  • Table 7 Global Silicon Photonics Market Outlook, By Photonic Integrated Circuits (ICs) (2022-2030) ($MN)
  • Table 8 Global Silicon Photonics Market Outlook, By Amplifiers (2022-2030) ($MN)
  • Table 9 Global Silicon Photonics Market Outlook, By Other Components (2022-2030) ($MN)
  • Table 10 Global Silicon Photonics Market Outlook, By Technology (2022-2030) ($MN)
  • Table 11 Global Silicon Photonics Market Outlook, By Active Silicon Photonics (2022-2030) ($MN)
  • Table 12 Global Silicon Photonics Market Outlook, By Passive Silicon Photonics (2022-2030) ($MN)
  • Table 13 Global Silicon Photonics Market Outlook, By Application (2022-2030) ($MN)
  • Table 14 Global Silicon Photonics Market Outlook, By Optical Coherence Tomography (OCT) (2022-2030) ($MN)
  • Table 15 Global Silicon Photonics Market Outlook, By Test & Measurement (2022-2030) ($MN)
  • Table 16 Global Silicon Photonics Market Outlook, By Integrated Photonic Circuits (2022-2030) ($MN)
  • Table 17 Global Silicon Photonics Market Outlook, By Sensing (2022-2030) ($MN)
  • Table 18 Global Silicon Photonics Market Outlook, By Quantum Computing (2022-2030) ($MN)
  • Table 19 Global Silicon Photonics Market Outlook, By Optical Signal Processing (2022-2030) ($MN)
  • Table 20 Global Silicon Photonics Market Outlook, By Automation (2022-2030) ($MN)
  • Table 21 Global Silicon Photonics Market Outlook, By Other Applications (2022-2030) ($MN)
  • Table 22 Global Silicon Photonics Market Outlook, By End User (2022-2030) ($MN)
  • Table 23 Global Silicon Photonics Market Outlook, By Telecommunications Providers (2022-2030) ($MN)
  • Table 24 Global Silicon Photonics Market Outlook, By Data Centers (2022-2030) ($MN)
  • Table 25 Global Silicon Photonics Market Outlook, By Medical & Healthcare Providers (2022-2030) ($MN)
  • Table 26 Global Silicon Photonics Market Outlook, By Electronics Manufacturers (2022-2030) ($MN)
  • Table 27 Global Silicon Photonics Market Outlook, By Automotive Companies (2022-2030) ($MN)
  • Table 28 Global Silicon Photonics Market Outlook, By Aerospace & Defense Organizations (2022-2030) ($MN)
  • Table 29 Global Silicon Photonics Market Outlook, By Other End Users (2022-2030) ($MN)

Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.