光电装置市场－全球产业规模、份额、趋势、预测及机会（按产品、应用、产业、地区及竞争格局划分），2021-2031年

全球光电元件市场预计将从 2025 年的 9,699.3 亿美元成长到 2031 年的 1,4442.1 亿美元，复合年增长率为 6.86%。

这些设备由用于产生、侦测和操控光粒子的硬体组件所构成，广泛应用于通讯、医疗诊断等领域。市场成长主要得益于全球对高速资料传输基础设施日益增长的需求，以及向节能照明和显示技术的显着转变。此外，产业部门对光学技术在精密製造和自动化方面的依赖性不断增强，也持续推动产业收入的成长。根据SPIE 2025年发布的《光学与光电全球产业报告》，预计到2023年，光学和光电核心组件的全球年收入将达到3,450亿美元。

光子封装技术成本高且技术复杂，是市场扩张的主要障碍。光子元件与电子元件的整合製程复杂，需要极高的精度，这往往会导致製造成本增加和产量比率降低。这种技术壁垒会限制先进光子解决方案在对成本敏感的消费性应用中的广泛应用，并阻碍中小製造商的扩充性。

市场驱动因素

对高速资料传输的快速成长的需求以及5G网路的扩展是全球光电元件市场的主要驱动力。随着通讯基础设施的升级以支援人工智慧和云端运算等频宽密集型应用，迫切需要能够降低延迟的先进光收发器和互连技术。这种基础设施现代化是由下一代网路的快速成长所驱动的，而下一代网路也构成了这些组件的主要目标市场。根据GSMA于2024年2月发布的《2024年移动经济》报告，到2023年底，全球5G连线数将达到16亿，这需要广泛部署光回程传输系统。因此，超大规模资料中心正在大幅增加对光硬体的投资，以应对不断增长的流量。博通公司在截至2024年3月的财年中报告称，其网路相关收入年增46%至33亿美元，这主要得益于人工智慧丛集中光连接系统的部署。

同时，雷射雷达和光学感测器在汽车高级驾驶辅助系统（ADAS）中的快速集成，正在创造一个清晰的高成长收入管道。汽车製造商正逐步采用基于光子技术的雷射雷达，以实现高度自动驾驶所需的空间精度，超越传统的雷达和摄影机。这项技术演进直接体现在主要感测器供应商产量的成长上，他们正从原型测试走向大规模商业化。例如，和赛科技在2024年5月的新闻稿中宣布，其雷射雷达出货量已超过50万台，这标誌着光子感测技术在现代乘用车和商用车中的应用势头日益强劲。

市场挑战

光子封装的高成本和先进技术是其市场扩张的主要障碍，尤其是在对成本敏感的应用领域，这阻碍了其普及。与标准电子封装不同，光子封装需要以亚微米级精度对光学和电子元件进行异质整合。这种严苛的要求需要昂贵的专用自动化设备，导致生产效率低下，使得大规模生产的消费性电子产品单位製造成本居高不下。因此，该行业难以从利基高性能应用领域过渡到大规模商业应用领域。

此外，这些高昂的技术和财务壁垒造就了高度集中的市场结构，严重限制了新参与企业的扩充性。建造高产量比率封装设施所需的大量资本投资，使得中小企业难以与产业领导者有效竞争。这种集中度体现在市场价值分布的不均衡。根据SPIE 2025年《光学与光电全球产业报告》，到2023年，约6%的公司将占全球总收入的86%以上。如此高的集中度表明，製造和封装的复杂性有效地限制了大多数行业参与者的成长机会，从而抑制了整个市场的多样性和创新速度。

市场趋势

随着量子光电的商业化从研究环境走向实际规模的基础设施，光学元件领域正在形成一个重要的垂直整合区域。这项转变需要大量资本投资来建构采用光子互连技术的高可靠性量子计算机，这使得该领域与传统通讯技术截然不同。公共部门机构致力于确保自主製造能力以加速这项技术的发展，这是一项关键进展。例如，2024年4月，澳洲政府工业、科学和资源部承诺向PsiQuantum公司提供约9.4亿澳元，用于建造世界上第一台商用量子电脑。这项工作需要用于製造超低损耗波导管和单光子检测器的新型製造技术，这将使专业供应商能够拓展收入来源，超越传统市场。

同时，业界正日益采用共封装光学元件 (CPO) 来克服电输入/输出系统固有的功率限制。随着运算负载的增加，标准可插拔收发器面临散热瓶颈，因此需要将光子引擎直接整合到逻辑处理器附近。领先的半导体公司正在检验这些解决方案，以在下一代架构中取代铜互连，这标誌着组件设计的根本性转变。根据英特尔 2024 年 6 月发布的新闻稿，该公司推出了一款全新的全整合式光运算互连晶片，能够支援 4 Terabit的双向资料传输。这项发展正迫使供应链从分立模组组装转向先进的晶圆级异质整合技术。

目录

第一章概述

第二章调查方法

第三章执行摘要

第四章：客户评价

第五章 全球光电元件市场展望

• 市场规模及预测
  • 按金额
• 市占率及预测
  • 依产品类型（LED、雷射、感测器、检测器、成像设备、光纤通讯系统及组件、家用电子电器及其他）
  • 按应用领域（显示器、资讯和通讯技术、光伏技术、医疗技术和生命科学、测量和自动视觉、照明、生产技术、其他）
  • 按行业分类（建筑/施工、媒体/广播/通讯、消费/商用自动化、医疗、安防/国防、工业、其他）
  • 按地区
  • 按公司（2025 年）
• 市场地图

第六章 北美光电元件市场展望

• 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：欧洲光电元件市场展望

• 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：亚太地区光电元件市场展望

• 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：中东和非洲光电装置市场展望

• 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
  • 阿拉伯聯合大公国
  • 南非

第十章：南美光电装置市场展望

• 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
• 任务

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：全球光电元件市场：SWOT分析

第十四章 波特五力分析

• 产业竞争
• 新进入者的可能性
• 供应商电力
• 顾客权力
• 替代品的威胁

第十五章 竞争格局

• IPG Photonics Corporation
• Innolume GmbH
• Infinera Corporation
• Hamamatsu Photonics
• Finisar Corporation
• Shin-Etsu Chemical Co., Ltd
• Nikon Corporation
• OHARA INC.
• Signify NV
• Corning Inc.

第十六章 策略建议

第十七章：关于研究公司及免责声明

The Global Photonics Devices Market is projected to expand from USD 969.93 Billion in 2025 to USD 1444.21 Billion by 2031, registering a CAGR of 6.86%. These devices consist of hardware components engineered to generate, detect, or manipulate light particles, serving diverse applications from telecommunications to medical diagnostics. Market growth is fundamentally underpinned by the rising global requirement for high-speed data transmission infrastructure and the critical transition toward energy-efficient lighting and display technologies. Furthermore, the industrial sector's dependence on optical technologies for precision manufacturing and automation continues to drive industry earnings. The SPIE 2025 Optics and Photonics Global Industry Report notes that global annual revenues from optics and photonics core components reached $345 billion in 2023.

A major obstacle hindering wider market growth is the significant cost and technical intricacy involved in photonic packaging. The complex procedure of integrating optical components with electronic circuits demands extreme precision, often resulting in increased manufacturing expenses and reduced production yields. This technical barrier can constrain the widespread adoption of advanced photonic solutions in cost-sensitive consumer applications and restrict scalability for smaller manufacturers.

Market Driver

The accelerating demand for high-speed data transmission and the expansion of 5G networks act as the primary catalyst for the global photonics devices market. As telecommunications infrastructure is upgraded to accommodate bandwidth-heavy applications such as artificial intelligence and cloud computing, there is an urgent requirement for advanced optical transceivers and interconnects that reduce latency. This infrastructure modernization is highlighted by the rapid growth of next-generation networks, which defines the core addressable market for these components. According to the GSMA's 'The Mobile Economy 2024' report from February 2024, global 5G connections hit 1.6 billion by the end of 2023, requiring extensive deployment of optical backhaul systems. Consequently, hyperscale data centers are significantly increasing investment in optical hardware to handle this rising traffic, with Broadcom Inc. reporting in its March 2024 results that networking revenue rose 46% year-over-year to $3.3 billion, driven largely by optical connectivity deployments in AI clusters.

Concurrently, the swift integration of LiDAR and optical sensors into automotive Advanced Driver Assistance Systems (ADAS) is generating a distinct, high-growth revenue channel. Car manufacturers are progressively advancing beyond conventional radar and cameras, adopting photonic-based LiDAR to attain the spatial accuracy necessary for elevated levels of vehicle autonomy. This technical evolution is directly evidenced by the increasing production volumes of leading sensor suppliers, who are shifting from prototype testing to mass-market commercialization. For instance, Hesai Technology announced in a May 2024 press release that it had cumulatively shipped over 500,000 LiDAR units, demonstrating the gathering momentum of photonic sensing technology adoption in modern passenger and commercial vehicles.

Market Challenge

The substantial cost and technical sophistication required for photonic packaging serve as a major bottleneck for market expansion, specifically by delaying adoption in cost-sensitive sectors. In contrast to standard electronic packaging, photonic packaging necessitates the heterogeneous integration of optical and electrical components with sub-micron alignment precision. This exacting requirement calls for costly, specialized automated machinery and results in lower throughput rates, keeping per-unit manufacturing costs prohibitively high for mass-market consumer electronics. As a result, the industry faces difficulties in transitioning from niche, high-performance applications to high-volume commercial utilization.

Moreover, these high technical and financial hurdles foster a consolidated market structure that severely limits scalability for smaller market entrants. The significant capital expenditure needed to set up high-yield packaging facilities stops small-to-medium enterprises from effectively competing with established industry leaders. This consolidation is reflected in the skewed distribution of market value; according to the SPIE 2025 Optics and Photonics Global Industry Report, roughly 6% of companies accounted for over 86% of total global revenues in 2023. This high concentration ratio demonstrates how manufacturing and packaging complexities effectively cap growth opportunities for the vast majority of industry participants, thereby restricting overall market diversity and innovation rates.

Market Trends

The transition of quantum photonics commercialization from research environments to utility-scale infrastructure is establishing a critical vertical for optical components. This shift entails significant capital investment aimed at constructing fault-tolerant quantum computers that employ photonic interconnects, setting this segment apart from standard telecommunications. A key expansion was marked by public sector entities securing sovereign manufacturing capabilities to hasten this technology's development. For example, the Australian Government Department of Industry, Science and Resources announced in April 2024 a commitment of approximately $940 million AUD to PsiQuantum to build the world's first commercially useful quantum computer. This initiative necessitates novel fabrication techniques for ultra-low-loss waveguides and single-photon detectors, thereby diversifying revenue streams for specialized vendors beyond traditional markets.

Simultaneously, the industry is embracing Co-Packaged Optics (CPO) to overcome the power limitations inherent in electrical input/output systems. As computational workloads grow, standard pluggable transceivers encounter thermal bottlenecks, requiring the integration of photonic engines directly adjacent to logic processors. Major semiconductor companies are validating these solutions to supersede copper interconnects in next-generation architectures, which fundamentally alters component design. According to an Intel Corporation press release in June 2024, the company showcased a new fully integrated Optical Compute Interconnect Chiplet capable of supporting 4 Terabits per second (Tbps) of bidirectional data transfer. This progression compels the supply chain to pivot from discrete module assembly toward advanced wafer-level heterogeneous integration.

Key Market Players

• IPG Photonics Corporation
• Innolume GmbH
• Infinera Corporation
• Hamamatsu Photonics
• Finisar Corporation
• Shin-Etsu Chemical Co., Ltd
• Nikon Corporation
• OHARA INC.
• Signify N.V
• Corning Inc.

Report Scope

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

Photonics Devices Market, By Product

• LED
• Lasers Sensors Detectors & Imaging Devices
• Optical Communication Systems & Components
• Consumer Electronics & Devices
• Others

Photonics Devices Market, By Application

• Displays
• Information & Communication Technology
• Photovoltaic
• Medical Technology & Life Sciences
• Measurement & Automated Vision
• Lighting
• Production Technology
• Others

Photonics Devices Market, By Industry Vertical

• Building & Construction
• Media Broadcasting & Telecommunication
• Consumer & Business Automation
• Medical
• Security & Defence
• Industrial
• Others

Photonics Devices 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 Photonics Devices Market.

Available Customizations:

Global Photonics Devices 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 Photonics Devices Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Product (LED, Lasers Sensors Detectors & Imaging Devices, Optical Communication Systems & Components, Consumer Electronics & Devices, Others)
  • 5.2.2. By Application (Displays, Information & Communication Technology, Photovoltaic, Medical Technology & Life Sciences, Measurement & Automated Vision, Lighting, Production Technology, Others)
  • 5.2.3. By Industry Vertical (Building & Construction, Media Broadcasting & Telecommunication, Consumer & Business Automation, Medical, Security & Defence, Industrial, Others)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Photonics Devices Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Product
  • 6.2.2. By Application
  • 6.2.3. By Industry Vertical
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Photonics Devices 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 Product
      • 6.3.1.2.2. By Application
      • 6.3.1.2.3. By Industry Vertical
  • 6.3.2. Canada Photonics Devices 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 Product
      • 6.3.2.2.2. By Application
      • 6.3.2.2.3. By Industry Vertical
  • 6.3.3. Mexico Photonics Devices 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 Product
      • 6.3.3.2.2. By Application
      • 6.3.3.2.3. By Industry Vertical

7. Europe Photonics Devices Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Product
  • 7.2.2. By Application
  • 7.2.3. By Industry Vertical
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Photonics Devices 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 Product
      • 7.3.1.2.2. By Application
      • 7.3.1.2.3. By Industry Vertical
  • 7.3.2. France Photonics Devices 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 Product
      • 7.3.2.2.2. By Application
      • 7.3.2.2.3. By Industry Vertical
  • 7.3.3. United Kingdom Photonics Devices 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 Product
      • 7.3.3.2.2. By Application
      • 7.3.3.2.3. By Industry Vertical
  • 7.3.4. Italy Photonics Devices 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 Product
      • 7.3.4.2.2. By Application
      • 7.3.4.2.3. By Industry Vertical
  • 7.3.5. Spain Photonics Devices 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 Product
      • 7.3.5.2.2. By Application
      • 7.3.5.2.3. By Industry Vertical

8. Asia Pacific Photonics Devices Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Product
  • 8.2.2. By Application
  • 8.2.3. By Industry Vertical
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Photonics Devices 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 Product
      • 8.3.1.2.2. By Application
      • 8.3.1.2.3. By Industry Vertical
  • 8.3.2. India Photonics Devices 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 Product
      • 8.3.2.2.2. By Application
      • 8.3.2.2.3. By Industry Vertical
  • 8.3.3. Japan Photonics Devices 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 Product
      • 8.3.3.2.2. By Application
      • 8.3.3.2.3. By Industry Vertical
  • 8.3.4. South Korea Photonics Devices 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 Product
      • 8.3.4.2.2. By Application
      • 8.3.4.2.3. By Industry Vertical
  • 8.3.5. Australia Photonics Devices 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 Product
      • 8.3.5.2.2. By Application
      • 8.3.5.2.3. By Industry Vertical

9. Middle East & Africa Photonics Devices Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Product
  • 9.2.2. By Application
  • 9.2.3. By Industry Vertical
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Photonics Devices 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 Product
      • 9.3.1.2.2. By Application
      • 9.3.1.2.3. By Industry Vertical
  • 9.3.2. UAE Photonics Devices 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 Product
      • 9.3.2.2.2. By Application
      • 9.3.2.2.3. By Industry Vertical
  • 9.3.3. South Africa Photonics Devices 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 Product
      • 9.3.3.2.2. By Application
      • 9.3.3.2.3. By Industry Vertical

10. South America Photonics Devices Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Product
  • 10.2.2. By Application
  • 10.2.3. By Industry Vertical
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Photonics Devices 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 Product
      • 10.3.1.2.2. By Application
      • 10.3.1.2.3. By Industry Vertical
  • 10.3.2. Colombia Photonics Devices 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 Product
      • 10.3.2.2.2. By Application
      • 10.3.2.2.3. By Industry Vertical
  • 10.3.3. Argentina Photonics Devices 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 Product
      • 10.3.3.2.2. By Application
      • 10.3.3.2.3. By Industry Vertical

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 Photonics Devices 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. IPG Photonics Corporation
  • 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. Innolume GmbH
• 15.3. Infinera Corporation
• 15.4. Hamamatsu Photonics
• 15.5. Finisar Corporation
• 15.6. Shin-Etsu Chemical Co., Ltd
• 15.7. Nikon Corporation
• 15.8. OHARA INC.
• 15.9. Signify N.V
• 15.10. Corning Inc.

16. Strategic Recommendations

17. About Us & Disclaimer