光收发器市场 - 全球产业规模、份额、趋势、机会和预测，按协议、数据速率、应用、地区和竞争格局划分，2021-2031年预测

全球光收发器市场规模将从2025年的132.6亿美元成长到2031年的277.7亿美元，复合年增长率为13.11%。光收发器是一种双向光电元件，它透过在光纤网路中将电讯号转换为光脉衝，反之亦然，来传输和接收资料。

主要市场驱动因素

人工智慧和机器学习运算工作负载的激增正在重塑光收发器格局，主要体现在超大规模资料中心对高频宽、低延迟互连的迫切需求。随着营运商部署大量GPU丛集用于训练和推理，网路架构也不断演进，以支援800G和1.0G网路。

主要市场挑战

下一代高速模组不断攀升的功耗和散热要求，对全球光收发器市场的成长构成了重大阻碍。随着资料速率的提高，以支援 800G 和 1.

主要市场趋势

硅光子学（SiPh）技术的广泛商业化正在从根本上重塑市场格局，它使得光学元件能够直接整合到硅晶圆上。这种架构转变克服了传统分立光学元件的物理限制，提供了下一代互连所需的高讯号密度和高能效。

目录

第一章：产品概述

第二章：研究方法

第三章：执行概要

第四章：顾客之声

第五章：全球光收发器市场展望

• 市场规模及预测
  • 按价值
• 市占率及预测
  • 按协定（乙太网路、光纤通道、CWDM/DWDM、FTTx）
  • 依资料速率划分（小于 10Gbps、10Gbps 至 40Gbps、100Gbps、大于 100Gbps）
  • 按应用领域（数据中心、电信）
  • 按地区
  • 按公司（2025 年）
• 市场地图

第六章：北美光收发器市场展望

• 市场规模及预测
• 市占率及预测
• 北美洲：国家分析
  • 美国
  • 加拿大
  • 墨西哥

第七章：欧洲光收发器市场展望

• 市场规模及预测
• 市占率及预测
• 欧洲：国家分析
  • 德国
  • 法国
  • 英国
  • 义大利
  • 西班牙

第八章：亚太地区光收发器市场展望

• 市场规模及预测
• 市占率及预测
• 亚太地区：国家分析
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲

第九章：中东和非洲光收发器市场展望

• 市场规模及预测
• 市占率及预测
• 中东和非洲：国家分析
  • 沙乌地阿拉伯
  • 阿联酋
  • 南非

第十章：南美光收发器市场展望

• 市场规模及预测
• 市占率及预测
• 南美洲：国家分析
  • 巴西
  • 哥伦比亚
  • 阿根廷

第十一章：市场动态

• 司机
• 挑战

第十二章：市场趋势与发展

• 併购
• 产品发布
• 最新进展

第十三章：全球光收发器市场：SWOT分析

第十四章：波特五力分析

• 产业竞争
• 新进入者的潜力
• 供应商议价能力
• 顾客的力量
• 替代产品的威胁

第十五章：竞争格局

• Cisco Systems Inc.
• Huawei Technologies Co., Ltd.
• Broadcom Inc.
• Fujitsu Ltd.
• Sumitomo Electric Industries, Ltd.
• Accelink Technologies Co., Ltd.
• Innolight Technology Corporation
• Source Photonics, Inc.
• Lumentum Holdings Inc.
• Ciena Corporation

第十六章：策略建议

第17章调查会社について・免责事项

The Global Optical Transceiver Market will grow from USD 13.26 Billion in 2025 to USD 27.77 Billion by 2031 at a 13.11% CAGR. An optical transceiver is a bidirectional optoelectronic device that transmits and receives data by converting electrical signals into optical pulses and vice versa across fiber-optic networks.

Key Market Drivers

The surge in Artificial Intelligence and Machine Learning computational workloads is reshaping the optical transceiver landscape, primarily by creating an acute need for high-bandwidth, low-latency interconnects within hyperscale data centers. As operators deploy massive clusters of GPUs for training and inference, the network architecture is evolving to support 800G and 1.6T data speeds, necessitating advanced optical modules that offer higher density and power efficiency.

Key Market Challenges

The escalating power consumption and thermal management requirements of next-generation high-speed modules present a critical impediment to the growth of the Global Optical Transceiver Market. As data rates increase to support 800G and 1.6T speeds, optical components generate excessive heat, creating a "power wall" that existing data center infrastructure often cannot support. This thermal limitation forces network operators to restrict the density of active optical ports per switch to prevent overheating, directly reducing the volume of units deployed.

Key Market Trends

The widespread commercialization of Silicon Photonics (SiPh) technology is fundamentally reshaping the market by enabling the integration of optical components directly onto silicon wafers. This architectural shift addresses the physical limitations of traditional discrete optics, offering the superior signal density and energy efficiency required for next-generation interconnects. By leveraging established CMOS fabrication processes, manufacturers can achieve mass production with higher yields and lower unit costs, effectively democratizing high-speed connectivity.

Key Market Players

• Cisco Systems Inc.
• Huawei Technologies Co., Ltd.
• Broadcom Inc.
• Fujitsu Ltd.
• Sumitomo Electric Industries, Ltd.
• Accelink Technologies Co., Ltd.
• Innolight Technology Corporation
• Source Photonics, Inc.
• Lumentum Holdings Inc.
• Ciena Corporation

Report Scope:

In this report, the Global Optical Transceiver Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Optical Transceiver Market, By Protocol:

• Ethernet
• Fiber Channel
• CWDM/DWDM
• FTTx

Optical Transceiver Market, By Data Rate:

• Less than 10Gbps
• 10 Gbps to 40 Gbps
• 100 Gbps
• Greater than 100 Gbps

Optical Transceiver Market, By Application:

• Data Center
• Telecommunication

Optical Transceiver Market, By Region:

• North America
• United States
• Canada
• Mexico
• Europe
• France
• United Kingdom
• Italy
• Germany
• Spain
• Asia Pacific
• China
• India
• Japan
• Australia
• South Korea
• South America
• Brazil
• Argentina
• Colombia
• Middle East & Africa
• South Africa
• Saudi Arabia
• UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Optical Transceiver Market.

Available Customizations:

Global Optical Transceiver Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Optical Transceiver Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Protocol (Ethernet, Fiber Channel, CWDM/DWDM, FTTx)
  • 5.2.2. By Data Rate (Less than 10Gbps, 10 Gbps to 40 Gbps, 100 Gbps, Greater than 100 Gbps)
  • 5.2.3. By Application (Data Center, Telecommunication)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Optical Transceiver Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Protocol
  • 6.2.2. By Data Rate
  • 6.2.3. By Application
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Optical Transceiver Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Protocol
      • 6.3.1.2.2. By Data Rate
      • 6.3.1.2.3. By Application
  • 6.3.2. Canada Optical Transceiver Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Protocol
      • 6.3.2.2.2. By Data Rate
      • 6.3.2.2.3. By Application
  • 6.3.3. Mexico Optical Transceiver Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Protocol
      • 6.3.3.2.2. By Data Rate
      • 6.3.3.2.3. By Application

7. Europe Optical Transceiver Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Protocol
  • 7.2.2. By Data Rate
  • 7.2.3. By Application
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Optical Transceiver Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Protocol
      • 7.3.1.2.2. By Data Rate
      • 7.3.1.2.3. By Application
  • 7.3.2. France Optical Transceiver Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Protocol
      • 7.3.2.2.2. By Data Rate
      • 7.3.2.2.3. By Application
  • 7.3.3. United Kingdom Optical Transceiver Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Protocol
      • 7.3.3.2.2. By Data Rate
      • 7.3.3.2.3. By Application
  • 7.3.4. Italy Optical Transceiver Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Protocol
      • 7.3.4.2.2. By Data Rate
      • 7.3.4.2.3. By Application
  • 7.3.5. Spain Optical Transceiver Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Protocol
      • 7.3.5.2.2. By Data Rate
      • 7.3.5.2.3. By Application

8. Asia Pacific Optical Transceiver Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Protocol
  • 8.2.2. By Data Rate
  • 8.2.3. By Application
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Optical Transceiver Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Protocol
      • 8.3.1.2.2. By Data Rate
      • 8.3.1.2.3. By Application
  • 8.3.2. India Optical Transceiver Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Protocol
      • 8.3.2.2.2. By Data Rate
      • 8.3.2.2.3. By Application
  • 8.3.3. Japan Optical Transceiver Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Protocol
      • 8.3.3.2.2. By Data Rate
      • 8.3.3.2.3. By Application
  • 8.3.4. South Korea Optical Transceiver Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Protocol
      • 8.3.4.2.2. By Data Rate
      • 8.3.4.2.3. By Application
  • 8.3.5. Australia Optical Transceiver Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Protocol
      • 8.3.5.2.2. By Data Rate
      • 8.3.5.2.3. By Application

9. Middle East & Africa Optical Transceiver Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Protocol
  • 9.2.2. By Data Rate
  • 9.2.3. By Application
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Optical Transceiver Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Protocol
      • 9.3.1.2.2. By Data Rate
      • 9.3.1.2.3. By Application
  • 9.3.2. UAE Optical Transceiver Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Protocol
      • 9.3.2.2.2. By Data Rate
      • 9.3.2.2.3. By Application
  • 9.3.3. South Africa Optical Transceiver Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Protocol
      • 9.3.3.2.2. By Data Rate
      • 9.3.3.2.3. By Application

10. South America Optical Transceiver Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Protocol
  • 10.2.2. By Data Rate
  • 10.2.3. By Application
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Optical Transceiver Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Protocol
      • 10.3.1.2.2. By Data Rate
      • 10.3.1.2.3. By Application
  • 10.3.2. Colombia Optical Transceiver Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Protocol
      • 10.3.2.2.2. By Data Rate
      • 10.3.2.2.3. By Application
  • 10.3.3. Argentina Optical Transceiver Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Protocol
      • 10.3.3.2.2. By Data Rate
      • 10.3.3.2.3. By Application

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Optical Transceiver Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. Cisco Systems Inc.
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. Huawei Technologies Co., Ltd.
• 15.3. Broadcom Inc.
• 15.4. Fujitsu Ltd.
• 15.5. Sumitomo Electric Industries, Ltd.
• 15.6. Accelink Technologies Co., Ltd.
• 15.7. Innolight Technology Corporation
• 15.8. Source Photonics, Inc.
• 15.9. Lumentum Holdings Inc.
• 15.10. Ciena Corporation

16. Strategic Recommendations

17. About Us & Disclaimer