光电市场－全球产业规模、份额、趋势、机会及预测（依产品类型、应用、最终用户、地区及竞争格局划分，2021-2031年）

全球光电市场预计将从2025年的12.1亿美元成长到2031年的19.3亿美元，复合年增长率（CAGR）为8.09%。此领域涵盖光波的产生、探测和操控等物理科学，是通讯、医疗和製造等关键应用的基础。推动这一成长的关键因素包括对高频宽资料传输基础设施的迫切需求，以及将光学感测器整合到自动化工业工作流程中的必要性。这些基本需求使得成像组件、雷射和感测器的需求保持稳定，不受消费性电子产品偏好。

然而，该行业在特种原材料全球供应链的可靠性方面面临严峻挑战，这可能导致生产计划严重延误。根据SPIE发布的《2025年光学与光电全球产业报告》，预计2023年，全球核心光学与光电元件製造的年收入将达到3,450亿美元。儘管面临可能威胁生产营运连续性的物流挑战，这一数字仍然凸显了该行业巨大的经济影响力。

市场驱动因素

用于高效能运算和人工智慧的硅光电创新正在消除现代资料中心中关键的能源效率和频宽瓶颈。随着人工智慧模型日益复杂，传统铜互连的物理限制迫使人们转向光I/O解决方案，将调製器和雷射直接安装在硅基基板。这种转变能够显着低耗电量并加快资料传输，这对超大规模运算丛集至关重要。近期的投资趋势也印证了这项发展的经济效益。根据EE Times 2024年10月发表的题为「Lightmatter在D轮融资中筹集4亿美元」的报导，该公司以44亿美元的估值完成了一轮大规模的资金筹措，用于扩展其光计算解决方案。这证实了业界对用于人工智慧基础设施的光连接模组的浓厚兴趣。

同时，对高速资料传输和5G连接日益增长的需求正推动光纤网路的扩张，以满足全球网路流量的激增。为了在用户负载不断增加的情况下保持网路质量，通讯业者正积极升级其回程传输基础设施，采用先进的光缆和收发器。根据爱立信于2024年6月发布的《行动报告》，预计2023年3月至2024年3月期间，行动网路数据流量将年增25%，这需要持续投资于高容量光子装置。此外，根据GSMA Intelligence于2024年2月发布的《2024年5G现况报告》，到2023年底，全球5G连接数将超过15亿，显示采用光电技术的通讯设备拥有巨大的市场潜力。

市场挑战

全球特种原料供应链的波动性对光电市场的成长构成重大障碍。与一般电子产品生产不同，光学感测器和雷射的製造需要高纯度基板和稀土元素，而这些材料通常来自地理位置集中的地区。一旦运输瓶颈或地缘政治变化扰乱了这些特定的物流路线，製造商就会立即面临关键零件生产延误的问题。这种脆弱性会影响工业自动化和通讯等行业严格的交付期限，直接导致计划延期和收入确认延迟。

此外，原材料供应持续存在的不确定性迫使企业在需求不断增长的情况下仍只能以低于最大产能的水平运营，从而有效地抑制了成长。这种营运上的不稳定性使库存计划变得复杂，并阻碍了长期设施扩建所需的资本投资。近期的一项产业调查显示，这种物流摩擦的影响范围十分广泛：根据《Photonics21》杂誌2024年刊的数据，供应链问题影响了业界66%的企业。这项数据表明，原物料采购管道的脆弱性正在阻碍市场充分发挥其经济潜力。

市场趋势

雷射雷达（LiDAR）技术在大众市场汽车高级驾驶辅助系统（ADAS）中的标准化应用，正从根本上改变光电感测器产业的格局。汽车製造商不再局限于实验性无人出租车中使用光达，而是将这些感测器整合到主流乘用车中，从而增强自动驾驶和自动紧急煞车等安全功能。这一转变得益于固体装置的成功小型化和感测器成本的降低，使得感测器能够无缝整合到车辆设计中，而不会影响外观或空气动力学性能。根据和赛集团于2024年11月发布的“2024年第三季度审核财务业绩”，该公司在一个季度内出货了129,913个专用于ADAS的激光雷达单元，比去年同期增长了220%。

同时，高数值孔径（NA）极紫外线（EUV）微影技术的应用标誌着半导体製造领域的重大变革。随着半导体製造商将目标转向2奈米以下的製程节点，传统的光学微影术技术正逐渐达到其极限，因此，采用高解析度的先进光电系统对于製造精细电路图案至关重要。这项转变需要对采用高功率雷射光源和复杂反射镜组件的下一代光学系统进行大量资本投资。业界对这项技术的投入依然强劲。根据ASML于2024年10月发布的“2024财年第三季财务业绩”，该季度净订单达到26亿欧元，其中14亿欧元来自EUV系统，这证实了市场对先进光学製造设备的持续需求。

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、检测器和成像设备、家用电子电器和设备、其他）
  • 按应用领域（显示器、资讯与通讯技术、太阳能发电、生产技术、照明、医疗技术/生医光电、其他）
  • 按最终用户划分（建筑和施工、媒体、广播和通讯、消费和商用自动化、医疗、工业、安全和国防、其他）
  • 按地区
  • 按公司（2025 年）
• 市场地图

第六章 北美光电市场展望

• 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：亚太光子光电市场展望

• 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：中东与非洲光电市场展望

• 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

• IBM Hamamatsu Photonics KK
• Intel Corporation
• NEC Corporation
• AMS OSRAM AG
• IPG Photonics
• Polatis Photonics Inc.
• Alcatel-Lucent SA
• Koch Industries
• Infinera Corporation
• Innolume GmbH

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 Market is projected to expand from USD 1.21 Billion in 2025 to USD 1.93 Billion by 2031, registering a CAGR of 8.09%. This field encompasses the physical science responsible for generating, detecting, and manipulating light waves, serving essential applications in telecommunications, healthcare, and manufacturing. Key factors propelling this growth include the urgent need for high-bandwidth data transmission infrastructure and the mandatory integration of optical sensors into automated industrial workflows. These fundamental necessities drive a consistent demand for imaging components, lasers, and sensors, operating independently of temporary fluctuations in consumer electronics preferences.

However, the industry faces a significant obstacle regarding the reliability of global supply chains for specialized raw materials, which can critically delay production schedules. According to the 'SPIE 2025 Optics and Photonics Global Industry Report', annual global revenues from the manufacturing of core optics and photonics components hit USD 345 billion in 2023. This figure underscores the sector's substantial economic impact, even as it navigates logistical challenges that threaten the continuity of manufacturing operations.

Market Driver

Innovations in Silicon Photonics for High-Performance Computing and AI are resolving critical energy efficiency and bandwidth bottlenecks in contemporary data centers. As artificial intelligence models become increasingly complex, the physical constraints of legacy copper interconnects require a shift to optical I/O solutions that embed modulators and lasers directly onto silicon substrates. This transition facilitates faster data transfer rates with significantly lower power consumption, which is essential for hyperscale computing clusters. The financial scale of this development is highlighted by recent investments; according to EE Times in October 2024, the 'Lightmatter Raises $400 Million Series D' report noted that the company secured major funding at a USD 4.4 billion valuation to expand its photonic computing solutions, emphasizing the intense industry focus on optical interconnects for AI infrastructure.

Concurrent with this, the rising demand for High-Speed Data Transmission and 5G Connectivity is driving the expansion of optical fiber networks to accommodate surging global internet traffic. Telecommunication operators are actively upgrading backhaul infrastructure with advanced optical cabling and transceivers to sustain network quality amidst increasing user loads. According to the 'Ericsson Mobility Report' from June 2024, mobile network data traffic increased by 25 percent year-on-year between March 2023 and March 2024, necessitating continued investment in high-capacity photonic components. Furthermore, GSMA Intelligence's 'The State of 5G 2024' report from February 2024 indicates that global 5G connections exceeded 1.5 billion by the end of 2023, demonstrating the vast addressable market for photonics-enabled telecommunication hardware.

Market Challenge

The volatility of global supply chains for specialized raw materials creates a distinct barrier to the growth of the photonics market. Unlike general electronics production, manufacturing optical sensors and lasers requires high-purity substrates and rare earth elements that are typically sourced from geographically concentrated areas. When these specific logistical channels suffer disruptions due to transport bottlenecks or geopolitical shifts, manufacturers encounter immediate delays in producing core components. This vulnerability hinders the industry's ability to meet the rigid delivery schedules essential for sectors such as industrial automation and telecommunications, resulting in direct project slowdowns and delayed revenue recognition.

Furthermore, persistent uncertainty regarding material availability compels companies to operate below their maximum production capacity, effectively capping growth despite increasing demand. This operational instability complicates inventory planning and discourages the capital investment necessary for long-term facility expansion. The widespread impact of this logistical friction is evident in recent industry assessments; according to 'Photonics21' in '2024', supply chain issues affected 66% of companies within the sector. This statistic illustrates how the fragility of raw material procurement channels actively restricts the market from achieving its full economic potential.

Market Trends

The standardization of LiDAR technology for mass-market automotive Advanced Driver Assistance Systems (ADAS) is fundamentally transforming the photonics sensor landscape. Automakers are increasingly moving beyond the use of LiDAR in experimental robotaxi fleets to integrate these sensors into consumer passenger vehicles, thereby enhancing safety features like highway autonomy and automatic emergency braking. This shift is enabled by the successful miniaturization of solid-state components and reduction in sensor costs, allowing for seamless integration into vehicle designs without affecting aesthetics or aerodynamics. According to Hesai Group's 'Third Quarter 2024 Unaudited Financial Results' from November 2024, the company delivered 129,913 ADAS-specific LiDAR units in a single quarter, marking a 220 percent increase compared to the same period in the previous year.

Simultaneously, the adoption of High-Numerical Aperture (High-NA) Extreme Ultraviolet (EUV) lithography represents a critical evolution in semiconductor fabrication. As chip manufacturers target process nodes below 2 nanometers, traditional optical lithography becomes insufficient, necessitating advanced photonics systems with superior resolution to define microscopic circuit patterns. This transition requires significant capital investment in next-generation optical systems that employ high-power laser sources and complex mirror assemblies. The industry's commitment to this technology remains strong; according to ASML's 'Q3 2024 financial results' from October 2024, the company reported quarterly net bookings of 2.6 billion EUR, with Extreme Ultraviolet (EUV) systems accounting for 1.4 billion EUR of this total, confirming the sustained demand for advanced optical fabrication tools.

Key Market Players

• IBM Hamamatsu Photonics KK
• Intel Corporation
• NEC Corporation
• AMS OSRAM AG
• IPG Photonics
• Polatis Photonics Inc.
• Alcatel-Lucent SA
• Koch Industries
• Infinera Corporation
• Innolume GmbH

Report Scope

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

Photonics Market, By Product Type

• LED
• Lasers Sensors Detectors & Imaging Devices
• Consumer Electronics & Devices
• Others

Photonics Market, By Application

• Displays
• Information & Communication Technology
• Photovoltaic
• Production Technology
• Lighting
• Medical Technology & Biophotonics
• Others

Photonics Market, By End User

• Building & Construction
• Media Broadcasting & Telecommunication
• Consumer & Business Automation
• Medical
• Industrial
• Safety & Defense
• Others

Photonics 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 Market.

Available Customizations:

Global Photonics 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 Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Product Type (LED, Lasers Sensors Detectors & Imaging Devices, Consumer Electronics & Devices, Others)
  • 5.2.2. By Application (Displays, Information & Communication Technology, Photovoltaic, Production Technology, Lighting, Medical Technology & Biophotonics, Others)
  • 5.2.3. By End User (Building & Construction, Media Broadcasting & Telecommunication, Consumer & Business Automation, Medical, Industrial, Safety & Defense, Others)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Photonics Market Outlook

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

7. Europe Photonics Market Outlook

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

8. Asia Pacific Photonics Market Outlook

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

9. Middle East & Africa Photonics Market Outlook

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

10. South America Photonics Market Outlook

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

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 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. IBM Hamamatsu Photonics KK
  • 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. Intel Corporation
• 15.3. NEC Corporation
• 15.4. AMS OSRAM AG
• 15.5. IPG Photonics
• 15.6. Polatis Photonics Inc.
• 15.7. Alcatel-Lucent SA
• 15.8. Koch Industries
• 15.9. Infinera Corporation
• 15.10. Innolume GmbH

16. Strategic Recommendations

17. About Us & Disclaimer