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市場調查報告書

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1688867

光子積體電路：全球市場專注於矽光電

Photonic Integrated Circuits: Global Markets with Special Focus on Silicon Photonics

出版日期: 2025年03月12日 | 出版商:

BCC Research | 英文 142 Pages | 訂單完成後即時交付

價格

簡介目錄圖表

全球光子積體電路 (PIC) 市場規模預計將從 2024 年的 139 億美元成長到 2029 年的 242 億美元，預測期內的複合年成長率為 11.8%。

北美 PIC 市場預計將從 2024 年的 55 億美元成長到 2029 年的 99 億美元，複合年成長率為 12.4%。預計亞太市場規模將從 2024 年的 35 億美元成長到 2029 年的 72 億美元，複合年成長率為 15.7%。

本報告調查了全球光子積體電路（PIC）市場，並提供了市場的全面概述、市場影響因素和市場機會的分析、法律制度、新興技術和技術發展的趨勢、市場規模的趨勢和預測、各個細分市場和地區的詳細分析、競爭格局以及主要企業的概況。

關鍵要點
市場促進因素
對高速資料傳輸和處理的需求日益增加
注重提高能源效率和永續性
設備小型化和對緊湊型解決方案的需求不斷成長
市場限制
需要大量的初始投資
複雜的製造程序
市場機會
透過永續性努力取得進展
5G 網路的廣泛應用
透過整合 AI 和 ML 增強功能

第4章監管狀況

概述
各國 PIC 監管情況

第5章新興技術與專利分析

概述
新興技術
矽光電
量子 PIC
III-V 半導體異質整合
神經型態電路
專利分析
區域模式
近期專利授權
主要發現

第6章市場區隔分析

細分市場
市場區隔：按組件
關鍵要點
收發器
雷射
調變
檢測器
多工器/解多工器
光放大器
其他
按整合類型分類的市場
關鍵要點
單晶片整合
混合整合
市場區隔：依原料
關鍵要點
磷化銦
砷化鎵
矽
矽基二氧化矽
鈮酸鋰
其他
市場區隔：按應用
關鍵要點
光纖通訊
感測
生醫光電
光訊號處理
地理分佈
市場區隔：按地區
關鍵要點
北美洲
歐洲
亞太地區
其他地區

第7章競爭格局

關鍵要點
生態系分析
主要競爭對手排名分析
Infinera Corp.
Intel Corp.
Cisco Systems Inc.
Coherent Corp.
Ciena Corp.
策略建議

第 8 章全球PIC 市場的永續性：ESG 視角

關鍵要點
ESG：概述
環境影響
社會影響
管治影響
PIC 市場中的 ESG 現狀
BCC的結語

第 9 章附錄

調查方法
參考
簡稱
公司簡介
AYAR LABS
BROADEX TECHNOLOGIES
CIENA CORP.
CISCO SYSTEMS INC.
COHERENT CORP.
EFFECT PHOTONICS
EMCORE CORP.
INFINERA CORP.
INTEL CORP.
LUMENTUM OPERATIONS LLC.
POET TECHNOLOGIES INC.
POLARITON TECHNOLOGIES AG
SCINTIL PHOTONICS
SOURCE PHOTONICS
SUMITOMO ELECTRIC INDUSTRIES LTD.

簡介目錄圖表

Product Code: PHO007C

The global market for photonic integrated circuits (PICs) is expected to grow from $13.9 billion in 2024 and projected to reach $24.2 billion by 2029, at a compound annual growth rate (CAGR) of 11.8% from 2024 through 2029.

The North American market for PICs is expected to grow from $5.5 billion in 2024 and projected to reach $9.9 billion by 2029, at a CAGR of 12.4% from 2024 through 2029.

The Asia-Pacific market for PICs is expected to grow from $3.5 billion in 2024 and projected to reach $7.2 billion by 2029, at a CAGR of 15.7% from 2024 through 2029.

Report Scope

The report analyzes the photonic integrated circuits (PICs) market across components, integration types, raw materials, and applications, offering insights into key trends and market drivers. The study focuses on components such as transceivers, lasers, modulators, detectors, multiplexers/demultiplexers (MUX/DEMUX), and optical amplifiers, assessing their adoption across diverse applications that include optical communication, sensing, biophotonics, and optical signal processing.

The report provides a comprehensive regional analysis covering North America, Europe, Asia-Pacific, and the Rest of the World (RoW), including Latin America, the Middle East, and Africa. It evaluates the market dynamics, including drivers, challenges, and emerging trends, while highlighting innovations in material design and performance enhancement. The study concludes with an analysis of major market competitors and their offerings. The base year for the study is 2023, with projections for the years 2024 through 2029, including the compound annual growth rate (CAGR) for the forecast period.

Report Includes

59 data tables and 40 additional tables
In-depth analyses of the global market trends for photonic integrated circuits (PICs), with market revenue data for 2023, estimates for 2024, forecast for 2026 and 2028, and projected CAGRs through 2029
Estimates of the size and growth forecasts of the global PICs market, and a corresponding market share analysis by component, integration type, raw material type, application, and region
Facts and figures pertaining to the market dynamics, technical advances, regulatory landscape, and the impact of macroeconomic factors
Insights derived from the Porter's Five Forces model, as well as global supply chain and PESTLE analyses
Review of emerging trends and new developments with special focus on silicon photonics technology
Evaluation of recent patent activity and key granted and published patents
Overview of sustainability trends and ESG developments, with emphasis on consumer attitudes, and the ESG scores and practices of leading companies
Analysis of the industry structure, including companies' market shares and rankings, strategic alliances, M&A activity and a venture funding outlook
Profiles of leading companies, including Infinera Corp., Intel Corp., Cisco Systems Inc., Coherent Corp., and Ciena Corp.

Chapter 1 Executive Summary

Market Outlook
Scope of the Report
Market Summary
Market Dynamics and Growth Factors
Emerging Technologies
Segmental Analysis
Regional Analysis
Conclusion

Chapter 2 Market Overview

Overview
Outlook
Macroeconomic Factors Analysis
Impact of the U.S.-China Trade War
Value Chain Analysis
Porter's Five Forces Analysis

Chapter 3 Market Dynamics

Key Takeaways
Market Drivers
Rising Demand for High-Speed Data Transmission and Processing
Increasing Emphasis on Enhanced Energy Efficiency and Sustainability
Expanding Requirements for Device Miniaturization and Compact Solutions
Market Restraints
Significant Initial Investment Requirements
Complex Manufacturing Processes
Market Opportunities
Advances Through Sustainability Initiatives
Increasing Deployment of 5G Networks
Enhancing Capabilities with the Integration of AI and ML

Chapter 4 Regulatory Landscape

Overview
Regulatory Scenario of PICs by Country

Chapter 5 Emerging Technologies and Patent Analysis

Overview
Emerging Technologies
Silicon Photonics
Quantum PICs
III-V Semiconductor Heterogeneous Integration
Neuromorphic Photonic Circuits
Patent Analysis
Regional Patterns
Recent Patent Grants
Key Findings

Chapter 6 Market Segmentation Analysis

Segmentation Breakdown
Market Breakdown by Component
Key Takeaways
Transceivers
Lasers
Modulators
Detectors
MUX/DEMUX
Optical Amplifiers
Others
Market Breakdown by Integration Type
Key Takeaways
Monolithic Integration
Hybrid Integration
Market Breakdown by Raw Material
Key Takeaways
Indium Phosphide
Gallium Arsenide
Silicon
Silica-on-Silicon
Lithium Niobate
Others
Market Breakdown by Application
Key Takeaways
Optical Communications
Sensing
Biophotonics
Optical Signal Processing
Geographic Breakdown
Market Breakdown by Region
Key Takeaways
North America
Europe
Asia-Pacific
Rest of the World

Chapter 7 Competitive Landscape

Key Takeaways
Market Ecosystem Analysis
Material Suppliers
PICs Manufacturers
Original Equipment Manufacturers (OEMs)
Leading Competitors' Market Ranking Analysis
Infinera Corp.
Intel Corp.
Cisco Systems Inc.
Coherent Corp.
Ciena Corp.
Strategic Recommendations

Chapter 8 Sustainability in the Global PICs Market: An ESG Perspective

Key Takeaways
ESG Overview
Environmental Impact
Social Impact
Governance Impact
Status of ESG in the PICs Market
Concluding Remarks from BCC

Chapter 9 Appendix

Research Methodology
References
Abbreviations
Company Profiles
AYAR LABS
BROADEX TECHNOLOGIES
CIENA CORP.
CISCO SYSTEMS INC.
COHERENT CORP.
EFFECT PHOTONICS
EMCORE CORP.
INFINERA CORP.
INTEL CORP.
LUMENTUM OPERATIONS LLC.
POET TECHNOLOGIES INC.
POLARITON TECHNOLOGIES AG
SCINTIL PHOTONICS
SOURCE PHOTONICS
SUMITOMO ELECTRIC INDUSTRIES LTD.

簡介目錄圖表

List of Tables

Summary Table : Global Market for PICs, by Region, Through 2029
Table 1 : Porter's Five Forces: Rating Scale
Table 2 : Regulatory Scenario of PICs, by Country
Table 3 : Published Patents on PICs, 2024 and 2025
Table 4 : Global Market for PICs, by Component, Through 2029
Table 5 : Global Market for Transceivers in PICs, by Region, Through 2029
Table 6 : Global Market for Lasers in PICs, by Region, Through 2029
Table 7 : Global Market for Modulators in PICs, by Region, Through 2029
Table 8 : Global Market for Detectors in PICs, by Region, Through 2029
Table 9 : Global Market for MUX/DEMUX in PICs, by Region, Through 2029
Table 10 : Global Market for Optical Amplifiers in PICs, by Region, Through 2029
Table 11 : Global Market for Other Components in PICs, by Region, Through 2029
Table 12 : Global Market for PICs, by Integration Type, Through 2029
Table 13 : Global Market for Monolithic Integration of PICs, by Region, Through 2029
Table 14 : Global Market for Hybrid Integration of PICs, by Region, Through 2029
Table 15 : Global Market for PICs, by Raw Material, Through 2029
Table 16 : Global Market for Indium Phosphide in PICs, by Region, Through 2029
Table 17 : Global Market for Gallium Arsenide in PICs, by Region, Through 2029
Table 18 : Global Market for Silicon in PICs, by Region, Through 2029
Table 19 : Global Market for Silica-on-Silicon in PICs, by Region, Through 2029
Table 20 : Global Market for Lithium Niobate in PICs, by Region, Through 2029
Table 21 : Global Market for Other Raw Materials in PICs, by Region, Through 2029
Table 22 : Global Market for PICs, by Application, Through 2029
Table 23 : Global Market for PICs in Optical Communications Applications, by Sub-Application, Through 2029
Table 24 : Global Market for PICs in Optical Communications Applications, by Region, Through 2029
Table 25 : Global Market for PICs in Sensing Applications, by Sub-Application, Through 2029
Table 26 : Global Market for PICs in Sensing Applications, by Region, Through 2029
Table 27 : Global Market for PICs in Biophotonics Applications, by Sub-Application, Through 2029
Table 28 : Global Market for PICs in Biophotonics Applications, by Region, Through 2029
Table 29 : Global Market for PICs in Optical Signal Processing Applications, by Sub-Application, Through 2029
Table 30 : Global Market for PICs in Optical Signal Processing Applications, by Region, Through 2029
Table 31 : Global Market for PICs, by Region, Through 2029
Table 32 : North American Market for PICs, by Country, Through 2029
Table 33 : North American Market for PICs, by Component, Through 2029
Table 34 : North American Market for PICs, by Integration Type, Through 2029
Table 35 : North American Market for PICs, by Raw Material, Through 2029
Table 36 : North American Market for PICs, by Application, Through 2029
Table 37 : European Market for PICs, by Country, Through 2029
Table 38 : European Market for PICs, by Component, Through 2029
Table 39 : European Market for PICs, by Integration Type, Through 2029
Table 40 : European Market for PICs, by Raw Material, Through 2029
Table 41 : European Market for PICs, by Application, Through 2029
Table 42 : Asia-Pacific Market for PICs, by Country, Through 2029
Table 43 : Asia-Pacific Market for PICs, by Component, Through 2029
Table 44 : Asia-Pacific Market for PICs, by Integration Type, Through 2029
Table 45 : Asia-Pacific Market for PICs, by Raw Material, Through 2029
Table 46 : Asia-Pacific Market for PICs, by Application, Through 2029
Table 47 : Rest of the World Market for PICs, by Sub-Region, Through 2029
Table 48 : Rest of the World Market for PICs, by Component, Through 2029
Table 49 : Rest of the World Market for PICs, by Integration Type, Through 2029
Table 50 : Rest of the World Market for PICs, by Raw Material, Through 2029
Table 51 : Rest of the World Market for PICs, by Application, Through 2029
Table 52 : Leading Competitors' Ranking in the Global Market for PICs, 2023
Table 53 : ESG Risk Ratings Metric, by Company, 2024
Table 54 : Abbreviations Used in the Report
Table 55 : Ayar Labs: Company Snapshot
Table 56 : Ayar Labs: Product Portfolio
Table 57 : Broadex Technologies: Company Snapshot
Table 58 : Broadex Technologies: Financial Performance, FY 2022 and 2023
Table 59 : Broadex Technologies: Product Portfolio
Table 60 : Ciena Corp.: Company Snapshot
Table 61 : Ciena Corp.: Financial Performance, FY 2023 and 2024
Table 62 : Ciena Corp.: Product Portfolio
Table 63 : Cisco Systems Inc.: Company Snapshot
Table 64 : Cisco Systems Inc.: Financial Performance, FY 2023 and 2024
Table 65 : Cisco Systems Inc.: Product Portfolio
Table 66 : Coherent Corp.: Company Snapshot
Table 67 : Coherent Corp.: Financial Performance, FY 2022 and 2023
Table 68 : Coherent Corp.: Product Portfolio
Table 69 : Effect Photonics: Company Snapshot
Table 70 : Effect Photonics: Product Portfolio
Table 71 : Emcore Corp.: Company Snapshot
Table 72 : Emcore Corp.: Financial Performance, FY 2023 and 2024
Table 73 : Emcore Corp.: Product Portfolio
Table 74 : Infinera Corp.: Company Snapshot
Table 75 : Infinera Corp.: Financial Performance, FY 2022 and 2023
Table 76 : Infinera Corp.: Product Portfolio
Table 77 : Infinera Corp.: News/Key Developments, 2024
Table 78 : Intel Corp.: Company Snapshot
Table 79 : Intel Corp.: Financial Performance, FY 2023 and 2024
Table 80 : Intel Corp.: Product Portfolio
Table 81 : Intel Corp.: News/Key Developments, 2024
Table 82 : Lumentum Operations LLC.: Company Snapshot
Table 83 : Lumentum Operations LLC.: Financial Performance, FY 2023 and 2024
Table 84 : Lumentum Operations LLC.: Product Portfolio
Table 85 : Lumentum Operations LLC.: News/Key Developments, 2024
Table 86 : Poet Technologies Inc.: Company Snapshot
Table 87 : Poet Technologies Inc.: Financial Performance, FY 2022 and 2023
Table 88 : Poet Technologies Inc.: Product Portfolio
Table 89 : Poet Technologies Inc.: News/Key Developments, 2025
Table 90 : Polariton Technologies AG: Company Snapshot
Table 91 : Polariton Technologies AG: Product Portfolio
Table 92 : SCINTIL Photonics: Company Snapshot
Table 93 : SCINTIL Photonics: Product Portfolio
Table 94 : Source Photonics: Company Snapshot
Table 95 : Source Photonics: Product Portfolio
Table 96 : Sumitomo Electric Industries Ltd.: Company Snapshot
Table 97 : Sumitomo Electric Industries Ltd.: Financial Performance, FY 2022 and 2023
Table 98 : Sumitomo Electric Industries Ltd.: Product Portfolio

List of Figures

Summary Figure : Global Market Shares of PICs, by Region, 2023
Figure 1 : PICs Market: Value Chain Analysis
Figure 2 : Porter's Five Forces Analysis-Global PICs Market
Figure 3 : PICs Market: Bargaining Power of Suppliers
Figure 4 : PICs Market: Bargaining Power of Consumers
Figure 5 : PICs Market: Potential for New Entrants
Figure 6 : PICs Market: Level of Competitiveness
Figure 7 : Snapshot of the Market Dynamics for PICs
Figure 8 : Emerging Technologies in PICs
Figure 9 : Share of Published Patents and Patent Applications on PICs, by Assignee Country/Organization, 2023-January 2025
Figure 10 : Global Market Shares of PICs, by Component, 2023
Figure 11 : Global Market Shares of Transceivers in PICs, by Region, 2023
Figure 12 : Global Market Shares of Lasers in PICs, by Region, 2023
Figure 13 : Global Market Shares of Modulators in PICs, by Region, 2023
Figure 14 : Global Market Shares of Detectors in PICs, by Region, 2023
Figure 15 : Global Market Shares of MUX/DEMUX in PICs, by Region, 2023
Figure 16 : Global Market Shares of Optical Amplifiers in PICs, by Region, 2023
Figure 17 : Global Market Shares of Other Components in PICs, by Region, 2023
Figure 18 : Global Market Shares of PICs, by Integration Type, 2023
Figure 19 : Global Market Shares of Monolithic Integration of PICs, by Region, 2023
Figure 20 : Global Market Shares of Hybrid Integration of PICs, by Region, 2023
Figure 21 : Global Market Shares of PICs, by Raw Material, 2023
Figure 22 : Global Market Shares of Indium Phosphide in PICs, by Region, 2023
Figure 23 : Global Market Shares of Gallium Arsenide in PICs, by Region, 2023
Figure 24 : Global Market Shares of Silicon in PICs, by Region, 2023
Figure 25 : Global Market Shares of Silica-on-Silicon in PICs, by Region, 2023
Figure 26 : Global Market Shares of Lithium Niobate in PICs, by Region, 2023
Figure 27 : Global Market Shares of Other Raw Materials in PICs, by Region, 2023
Figure 28 : Global Market Shares of PICs, by Application, 2023
Figure 29 : Global Market Shares of PICs in Optical Communications Applications, by Sub-application, 2023
Figure 30 : Global Market Shares of PICs in Optical Communications Applications, by Region, 2023
Figure 31 : Global Market Shares of PICs in Sensing Applications, by Sub-Application, 2023
Figure 32 : Global Market Shares of PICs in Sensing Applications, by Region, 2023
Figure 33 : Global Market Shares of PICs in Biophotonics Applications, by Sub-Application, 2023
Figure 34 : Global Market Shares of PICs in Biophotonics Applications, by Region, 2023
Figure 35 : Global Market Shares of PICs in Optical Signal Processing Applications, by Sub-Application, 2023
Figure 36 : Global Market Shares of PICs in Optical Signal Processing Applications, by Region, 2023
Figure 37 : Global Market Shares of PICs in Optical Signal Processing Applications, by Region, 2023
Figure 38 : Broadex Technologies: Revenue Share, by Business Unit, FY 2023
Figure 39 : Broadex Technologies: Revenue Share, by Region, FY 2023
Figure 40 : Ciena Corp.: Revenue Share, by Business Unit, FY 2024
Figure 41 : Ciena Corp.: Revenue Share, by Region, FY 2024
Figure 42 : Cisco Systems Inc.: Revenue Share, by Business Unit, FY 2024
Figure 43 : Cisco Systems Inc.: Revenue Share, by Region, FY 2024
Figure 44 : Coherent Corp.: Revenue Share, by Business Unit, FY 2023
Figure 45 : Coherent Corp.: Revenue Share, by Country/Region, FY 2023
Figure 46 : Emcore Corp.: Revenue Share, by Country/Region, FY 2024
Figure 47 : Infinera Corp.: Revenue Share, by Business Unit, FY 2023
Figure 48 : Infinera Corp.: Revenue Share, by Country/Region, FY 2023
Figure 49 : Intel Corp.: Revenue Share, by Business Unit, FY 2024
Figure 50 : Intel Corp.: Revenue Share, by Country/Region, FY 2024
Figure 51 : Lumentum Operations LLC.: Revenue Share, by Business Segment, FY 2023
Figure 52 : Lumentum Operations LLC.: Revenue Share, by Country/Region, FY 2023
Figure 53 : Sumitomo Electric Industries Ltd.: Revenue Share, by Business Unit, FY 2023
Figure 54 : Sumitomo Electric Industries Ltd.: Revenue Share, by Country/Region, FY 2023