查看购物车
  • Traditional Chinese
  • English
2021-2031 年北美资料中心可插拔光学元件市场报告（范围、细分、动态和竞争分析）
市场调查报告书
商品编码
1819695

2021-2031 年北美资料中心可插拔光学元件市场报告（范围、细分、动态和竞争分析）

North America Pluggable Optics for Data Center Market Report 2021-2031 by Scope, Segmentation, Dynamics, and Competitive Analysis
出版日期: | 出版商: The Insight Partners | 英文 153 Pages | 订单完成后即时交付

价格

北美资料中心可插拔光学元件市场预计将大幅成长，到 2031 年将达到约 49.9631 亿美元，高于 2023 年的 20.9542 亿美元。这一成长代表着 2023 年至 2031 年的年复合成长率(CAGR) 为 11.5%。

执行摘要和市场分析

受人们对营养保健品日益增长的偏好以及资料密集型应用和云端运算的快速增长的推动，北美对可插拔光学元件的需求正在上升。这种激增导致该地区资料中心数量显着增加，进而增加了对可靠高速光通讯解决方案的需求。可插拔光学元件对于高效的资料传输至关重要，使资料中心能够满足现代应用不断增长的频宽需求。智慧型手机、物联网设备和串流媒体服务的普及带来了前所未有的资料流，迫使企业寻求无缝、高品质的资料传输解决方案。可插拔光学元件对于提供处理当前资料流量激增所需的容量和可扩展性至关重要，使其成为资料中心基础设施的重要组成部分。

根据世邦魏理仕北美资料中心趋势分析，北美领先的资料中心批发市场位于美国，包括北维吉尼亚、达拉斯/沃斯堡、硅谷、芝加哥、凤凰城、纽约三州地区和亚特兰大。北美可插拔光元件市场的预期成长主要归因于资料中心营运商日益增长的需求，促使市场参与者创新和开发先进的高性能可插拔光元件。相干可插拔光学公司的一项调查显示，与其他地区的同业相比，北美业者对可插拔光元件的需求更为强劲。值得注意的是，预计2025年和2026年将是采用800G相干可插拔光元件的关键两年，超过一半的受访业者预计将在此期间部署。

市场区隔分析

北美可插拔光模组市场根据组件和资料速率进行细分。就组件而言，市场包括交换器、路由器和伺服器，其中交换器在2023年将占据最大的市场份额。以资料速率分类，市场分为三个部分：100-400GB/S、400-800GB/S和800GB/S以上，其中400-800GB/S部分在2023年占据市场份额的首位。

市场展望

物联网 (IoT) 的日益普及、资料储存需求的不断增长以及数位化的兴起，正在推动对资料中心的需求。这些设施提供高效的资料储存解决方案，使企业能够快速安全地存取大量资料。资料中心的优势，例如集中式资料管理、可扩展性和增强的安全性，鼓励企业投资这些解决方案，以在资料驱动的环境中蓬勃发展。 2023 年，北美占了全球资料中心交易额的 62%，其中美国占据领先地位，截至 2024 年 4 月，投资总额达到 150 亿美元。

几项重大投资凸显了这一趋势。例如，2024年2月，NTT DATA宣布TC Global Investments Americas LLC将投资其位于芝加哥的美国资料中心业务，以满足日益增长的云端服务和生成式人工智慧等技术需求。此外，2024年5月，微软宣布将投资33亿美元建立一个新的人工智慧资料中心，这是拜登总统「投资美国」议程的一部分，旨在为关键产业创造就业机会。此外，亚马逊公司宣布计划在2030年投资78亿美元，扩大在俄亥俄州的资料中心业务，并专注于再生能源。 Prime Data Centers也宣布将在亚利桑那州凤凰城扩建一个新园区，旨在支援超大规模服务提供者和大型企业。

这些资料中心的建置和营运需要各种技术、设备和组件，而光纤在实现高速高效的资料传输方面发挥着至关重要的作用。可插拔光纤对于连接网路组件、将高速电讯号转换为光讯号以及将光讯号转换为电讯号至关重要。随着北美资料中心数量的持续成长，对可插拔光纤的需求也不断成长。

国家洞察

北美可插拔光模组市场涵盖美国、加拿大和墨西哥，其中美国在2023年占据最大市场份额。美国拥有约2700个资料中心，大型资料中心的兴起对组件之间高速可靠的连接提出了更高的要求。尤其是北维吉尼亚州，该州拥有全美最高的资料中心密度，超过300家云端和超大规模资料中心供应商，其中包括亚马逊网路服务和微软Azure等主要参与者，这些供应商在该地区进行了巨额投资。

受科技巨头和新创企业的推动，硅谷仍是资料中心的强劲市场。该地区对资料中心的需求源于其对创新数位服务和科技生态系统的支持。

公司简介

北美可插拔光学市场的主要参与者包括 Coherent Corp、诺基亚公司、思科系统、Infinera Corp、爱立信、Ciena Corp、英特尔公司、Lumentum Holdings Inc、瞻博网路公司、Marvell Technology Inc 和博通公司。这些公司正在推行各种策略，包括扩张、产品创新和併购，以增强其市场占有率并为客户提供创新解决方案。

目录

第一章：简介

第 2 章：执行摘要

  • 关键见解
  • 市场吸引力

第三章：研究方法

  • 二次研究
  • 初步研究
    • 假设表述：
    • 宏观经济因素分析：
    • 显影基数：
    • 数据三角测量：
    • 国家级资料：

第四章：北美资料中心可插拔光学元件市场格局

  • 概述
  • PEST分析
  • 生态系分析
  • 价值链中的供应商列表
    • 价值链中的供应商列表

第五章：北美资料中心可插拔光学元件市场－关键市场动态

  • 市场驱动因素
    • 製造商专注于产品开发
    • 资料中心数量不断增长
    • 高效能运算的需求不断增长
  • 市场限制
    • 网路复杂度不断上升
  • 市场机会
    • 高效能人工智慧基础设施对可插拔光学元件的需求
    • 对能源效率的需求
  • 趋势
    • 线性可插拔光学元件
  • 驱动因素和限制因素的影响：

第六章：资料中心可插拔光学元件市场－北美分析

  • 2021-2031年北美资料中心可插拔光学元件市场收入
  • 北美资料中心可插拔光学元件市场预测分析

第七章：北美资料中心可插拔光学元件市场分析－依组件

  • 开关
  • 路由器
  • 伺服器

第 8 章：北美资料中心可插拔光纤市场分析 - 依资料速率

  • -400GB/秒
  • -800GB/秒
  • GB/S 以上

第九章：北美资料中心可插拔光学元件市场－国家分析

  • 北美洲
    • 美国
    • 加拿大
    • 墨西哥

第十章：竞争格局

  • 热图分析
  • 公司定位分析

第 11 章：产业格局

  • 概述
  • 市场倡议
  • 产品开发
  • 併购

第 12 章：公司简介

  • Coherent Corp
  • Nokia Corp
  • Cisco Systems Inc
  • Infinera Corp
  • Telefonaktiebolaget LM Ericsson
  • Ciena Corp
  • Intel Corp
  • Lumentum Holdings Inc
  • Juniper Networks Inc
  • Marvell Technology Inc
  • Yangtze Optical Fibre and Cable Joint Stock Ltd
  • Broadcom Inc

第 13 章：附录

Product Code: BMIRE00030706

The North American market for pluggable optics in data centers is projected to grow significantly, reaching approximately $4,996.31 million by 2031, up from $2,095.42 million in 2023. This growth represents a compound annual growth rate (CAGR) of 11.5% from 2023 to 2031.

Executive Summary and Market Analysis

The demand for pluggable optics in North America is on the rise, driven by the increasing preference for nutraceuticals and the rapid growth of data-intensive applications and cloud computing. This surge has led to a notable increase in the number of data centers across the region, which in turn has heightened the need for reliable and high-speed optical communication solutions. Pluggable optics are essential for efficient data transfer, enabling data centers to meet the escalating bandwidth requirements of modern applications. The proliferation of smartphones, IoT devices, and streaming services has resulted in an unprecedented flow of data, compelling businesses to seek seamless and high-quality data transport solutions. Pluggable optics are critical in providing the necessary capacity and scalability to handle the current surge in data traffic, making them a vital component of data center infrastructure.

According to the CBRE North America Data Center Trend Analysis, the leading wholesale data center markets in North America are located in the United States, including Northern Virginia, Dallas/Fort Worth, Silicon Valley, Chicago, Phoenix, the New York Tri-State Area, and Atlanta. The anticipated growth of the North American market for pluggable optics is largely attributed to the increasing demand from data center operators, prompting market players to innovate and develop advanced high-performance pluggable optics. A survey by Coherent Pluggable Optics indicates that North American operators exhibit a more aggressive demand for pluggable optics compared to their counterparts in other regions. Notably, 2025 and 2026 are expected to be pivotal years for the adoption of 800G coherent pluggable optics, with over half of the surveyed operators anticipating deployment during this period.

Market Segmentation Analysis

The North American pluggable optics market is segmented based on components and data rates. In terms of components, the market includes switches, routers, and servers, with switches holding the largest market share in 2023. When categorized by data rate, the market is divided into three segments: 100-400GB/S, 400-800GB/S, and 800GB/S and above, with the 400-800GB/S segment leading in market share in 2023.

Market Outlook

The increasing adoption of the Internet of Things (IoT), the growing need for data storage, and the rise of digitalization are driving the demand for data centers. These facilities offer efficient data storage solutions, providing businesses with rapid and secure access to vast amounts of data. The advantages of data centers, such as centralized data management, scalability, and enhanced security, encourage businesses to invest in these solutions to thrive in a data-driven environment. In 2023, North America accounted for an impressive 62% of global data center transaction values, with the US leading the way, totaling $15 billion in investments through April 2024.

Several significant investments highlight this trend. For instance, in February 2024, NTT DATA announced that TC Global Investments Americas LLC would invest in its American data center business in Chicago to meet the growing demand for cloud services and technologies like generative AI. Additionally, in May 2024, Microsoft revealed a $3.3 billion investment to establish a new AI data center as part of President Biden's "Investing in America" agenda, aimed at job creation in critical sectors. Furthermore, Amazon.com, Inc. announced plans to invest $7.8 billion by 2030 to expand its data center operations in Ohio, focusing on renewable energy. Prime Data Centers also announced an expansion in Phoenix, Arizona, with a new campus designed to support hyperscale service providers and large enterprises.

The construction and operation of these data centers require various technologies, devices, and components, with fiber optics playing a crucial role in enabling high-speed, efficient data transfer. Pluggable optics are essential for connecting network components, converting high-speed electrical signals into optical signals and vice versa. As the number of data centers in North America continues to grow, so does the demand for pluggable optics.

Country Insights

The North American pluggable optics market includes the US, Canada, and Mexico, with the US holding the largest market share in 2023. The US is home to approximately 2,700 data centers, and the rise of mega data centers necessitates high-speed, reliable connections between components. Northern Virginia, in particular, has the highest concentration of data centers in the US, with over 300 cloud and hyperscale data center providers, including major players like Amazon Web Services and Microsoft Azure, heavily investing in the region.

Silicon Valley remains a strong market for data centers, driven by the presence of tech giants and startups. The demand for data centers in this area is fueled by the need to support innovative digital services and the tech ecosystem.

Company Profiles

Key players in the North American pluggable optics market include Coherent Corp, Nokia Corp, Cisco Systems, Infinera Corp, Ericsson, Ciena Corp, Intel Corp, Lumentum Holdings Inc, Juniper Networks Inc, Marvell Technology Inc, and Broadcom Inc. These companies are pursuing various strategies, including expansion, product innovation, and mergers and acquisitions, to enhance their market presence and offer innovative solutions to their customers.

Table Of Contents

1. Introduction

  • 1.1 Report Guidance
  • 1.2 Market Segmentation

2. Executive Summary

  • 2.1 Key Insights
  • 2.2 Market Attractiveness

3. Research Methodology

  • 3.1 Secondary Research
  • 3.2 Primary Research
    • 3.2.1 Hypothesis formulation:
    • 3.2.2 Macroeconomic factor analysis:
    • 3.2.3 Developing base number:
    • 3.2.4 Data Triangulation:
    • 3.2.5 Country-level data:

4. North America Pluggable Optics for Data Center Market Landscape

  • 4.1 Overview
  • 4.2 PEST Analysis
  • 4.3 Ecosystem Analysis
  • 4.4 List of Vendors in the Value Chain
    • 4.4.1 List of Vendors in Value Chain

5. North America Pluggable Optics for Data Center Market - Key Market Dynamics

  • 5.1 Market Drivers
    • 5.1.1 Manufacturers Focus on Product Development
    • 5.1.2 Growing Number of Data Centers
    • 5.1.3 Rising Need for High-Performance Computing
  • 5.2 Market Restraints
    • 5.2.1 Rising Network Complexity
  • 5.3 Market Opportunities
    • 5.3.1 Demand for Pluggable Optics in High-Performance AI Infrastructure
    • 5.3.2 Demand for Energy Efficiency
  • 5.4 Trends
    • 5.4.1 Linear Pluggable Optics
  • 5.5 Impact of Drivers and Restraints:

6. Pluggable Optics for Data Center Market - North America Analysis

  • 6.1 North America Pluggable Optics for Data Center Market Revenue (US$ Million), 2021-2031
  • 6.2 North America Pluggable Optics for Data Center Market Forecast Analysis

7. North America Pluggable Optics for Data Center Market Analysis - by Component

  • 7.1 Switches
    • 7.1.1 Overview
    • 7.1.2 Switches: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • 7.2 Routers
    • 7.2.1 Overview
    • 7.2.2 Routers: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • 7.3 Servers
    • 7.3.1 Overview
    • 7.3.2 Servers: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)

8. North America Pluggable Optics for Data Center Market Analysis - by Data Rate

  • 8.1-400GB/S
    • 8.1.1 Overview
    • 8.1.2-400GB/S: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • 8.2-800GB/S
    • 8.2.1 Overview
    • 8.2.2-800GB/S: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • 8.3GB/S and Above
    • 8.3.1 Overview
    • 8.3.2GB/S and Above: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)

9. North America Pluggable Optics for Data Center Market - Country Analysis

  • 9.1 North America
    • 9.1.1 North America Pluggable Optics for Data Center Market - Revenue and Forecast Analysis - by Country
      • 9.1.1.1 North America Pluggable Optics for Data Center Market - Revenue and Forecast Analysis - by Country
      • 9.1.1.2 United States: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
        • 9.1.1.2.1 United States: North America Pluggable Optics for Data Center Market Share - by Component
        • 9.1.1.2.2 United States: North America Pluggable Optics for Data Center Market Share - by Data Rate
      • 9.1.1.3 Canada: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
        • 9.1.1.3.1 Canada: North America Pluggable Optics for Data Center Market Share - by Component
        • 9.1.1.3.2 Canada: North America Pluggable Optics for Data Center Market Share - by Data Rate
      • 9.1.1.4 Mexico: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
        • 9.1.1.4.1 Mexico: North America Pluggable Optics for Data Center Market Share - by Component
        • 9.1.1.4.2 Mexico: North America Pluggable Optics for Data Center Market Share - by Data Rate

10. Competitive Landscape

  • 10.1 Heat Map Analysis
  • 10.2 Company Positioning Analysis

11. Industry Landscape

  • 11.1 Overview
  • 11.2 Market Initiative
  • 11.3 Product Development
  • 11.4 Mergers & Acquisitions

12. Company Profiles

  • 12.1 Coherent Corp
    • 12.1.1 Key Facts
    • 12.1.2 Business Description
    • 12.1.3 Products and Services
    • 12.1.4 Financial Overview
    • 12.1.5 SWOT Analysis
    • 12.1.6 Key Developments
  • 12.2 Nokia Corp
    • 12.2.1 Key Facts
    • 12.2.2 Business Description
    • 12.2.3 Products and Services
    • 12.2.4 Financial Overview
    • 12.2.5 SWOT Analysis
    • 12.2.6 Key Developments
  • 12.3 Cisco Systems Inc
    • 12.3.1 Key Facts
    • 12.3.2 Business Description
    • 12.3.3 Products and Services
    • 12.3.4 Financial Overview
    • 12.3.5 SWOT Analysis
    • 12.3.6 Key Developments
  • 12.4 Infinera Corp
    • 12.4.1 Key Facts
    • 12.4.2 Business Description
    • 12.4.3 Products and Services
    • 12.4.4 Financial Overview
    • 12.4.5 SWOT Analysis
    • 12.4.6 Key Developments
  • 12.5 Telefonaktiebolaget LM Ericsson
    • 12.5.1 Key Facts
    • 12.5.2 Business Description
    • 12.5.3 Products and Services
    • 12.5.4 Financial Overview
    • 12.5.5 SWOT Analysis
    • 12.5.6 Key Developments
  • 12.6 Ciena Corp
    • 12.6.1 Key Facts
    • 12.6.2 Business Description
    • 12.6.3 Products and Services
    • 12.6.4 Financial Overview
    • 12.6.5 SWOT Analysis
    • 12.6.6 Key Developments
  • 12.7 Intel Corp
    • 12.7.1 Key Facts
    • 12.7.2 Business Description
    • 12.7.3 Products and Services
    • 12.7.4 Financial Overview
    • 12.7.5 SWOT Analysis
    • 12.7.6 Key Developments
  • 12.8 Lumentum Holdings Inc
    • 12.8.1 Key Facts
    • 12.8.2 Business Description
    • 12.8.3 Products and Services
    • 12.8.4 Financial Overview
    • 12.8.5 SWOT Analysis
    • 12.8.6 Key Developments
  • 12.9 Juniper Networks Inc
    • 12.9.1 Key Facts
    • 12.9.2 Business Description
    • 12.9.3 Products and Services
    • 12.9.4 Financial Overview
    • 12.9.5 SWOT Analysis
    • 12.9.6 Key Developments
  • 12.10 Marvell Technology Inc
    • 12.10.1 Key Facts
    • 12.10.2 Business Description
    • 12.10.3 Products and Services
    • 12.10.4 Financial Overview
    • 12.10.5 SWOT Analysis
    • 12.10.6 Key Developments
  • 12.11 Yangtze Optical Fibre and Cable Joint Stock Ltd
    • 12.11.1 Key Facts
    • 12.11.2 Business Description
    • 12.11.3 Products and Services
    • 12.11.4 Financial Overview
    • 12.11.5 SWOT Analysis
    • 12.11.6 Key Developments
  • 12.12 Broadcom Inc
    • 12.12.1 Key Facts
    • 12.12.2 Business Description
    • 12.12.3 Products and Services
    • 12.12.4 Financial Overview
    • 12.12.5 SWOT Analysis
    • 12.12.6 Key Developments

13. Appendix

  • 13.1 About The Insight Partners
  • 13.2 Word Index

List Of Tables

  • Table 1. North America Pluggable Optics for Data Center Market Segmentation
  • Table 2. North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • Table 3. North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million) - by Component
  • Table 4. North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million) - by Data Rate
  • Table 5. North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million) - by Country
  • Table 6. United States: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021 - 2031 (US$ Million) - by Component
  • Table 7. United States: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021 - 2031 (US$ Million) - by Data Rate
  • Table 8. Canada: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021 - 2031 (US$ Million) - by Component
  • Table 9. Canada: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021 - 2031 (US$ Million) - by Data Rate
  • Table 10. Mexico: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021 - 2031 (US$ Million) - by Component
  • Table 11. Mexico: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021 - 2031 (US$ Million) - by Data Rate
  • Table 12. List of Abbreviation

List Of Figures

  • Figure 1. North America Pluggable Optics for Data Center Market Segmentation - Country
  • Figure 2. PEST Analysis
  • Figure 3. North America Pluggable Optics for Data Center Market - Key Market Dynamics
  • Figure 4. Impact Analysis of Drivers and Restraints
  • Figure 5. North America Pluggable Optics for Data Center Market Revenue (US$ Million), 2021-2031
  • Figure 6. North America Pluggable Optics for Data Center Market Share (%) - by Component (2023 and 2031)
  • Figure 7. Switches: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • Figure 8. Routers: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • Figure 9. Servers: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • Figure 10. North America Pluggable Optics for Data Center Market Share (%) - by Data Rate (2023 and 2031)
  • Figure 11.-400GB/S: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • Figure 12.-800GB/S: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • Figure 13.GB/S and Above: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021-2031 (US$ Million)
  • Figure 14. North America Pluggable Optics for Data Center Market Breakdown, by Key Countries, 2023 and 2031 (%)
  • Figure 15. United States: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021- 2031 (US$ Million)
  • Figure 16. Canada: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021- 2031 (US$ Million)
  • Figure 17. Mexico: North America Pluggable Optics for Data Center Market - Revenue and Forecast, 2021- 2031 (US$ Million)
  • Figure 18. Company Heat Map Analysis
  • Figure 19. Company Positioning and Concentration