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全球光互連市場 - 2023-2030Global Optical Interconnects Market - 2023-2030 |
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全球光互連市場2022年達到145億美元,預計2030年將達293億美元,2023-2030年預測期間複合年成長率為13.2%。
對高速資料傳輸的需求不斷成長,特別是在資料中心和電信網路中,這是市場的重要驅動力之一。光互連以非常高的速度傳輸資料,這使得它們對於處理不斷成長的資料流量至關重要。資料中心和儲存對雲端運算的支援創造了對光互連解決方案的巨大需求。
由於服務和應用程式的資料更加密集,因此不斷需要更大的頻寬網路。透過光學互連支援高畫質視訊串流和虛擬實境,提供必要的頻寬。與其他傳統的銅互連相比,光學互連更加節能。採用具有強大、高容量互連解決方案的 5G 網路。
根據 Telecom.com 發布的消息,HFCL(Himachal Futuristic Communications Limited)董事總經理 Mahendra Nahata 表示,預計到 2023 年 9 月,印度將成為全球頂尖的 5G 生態系統之一。「巴拉特6G聯盟」的成立將有助於這一發展。光纖連接範圍為 25fkm 至 35mn fkm。
亞太地區是全球光互連市場不斷成長的地區之一,佔全球市場佔有率的1/3以上,在雲端服務和數位轉型計畫日益普及的推動下,該地區的資料中心建設和擴張顯著成長。光互連對於連接這些資料中心內的伺服器、儲存和網路設備至關重要,可滿足不斷成長的資料處理和儲存需求。
5G 網路需要更高的頻寬來支援增加的資料流量、超低延遲和大規模連線。由於能夠在更遠的距離上以高速率傳輸資料,光學互連非常適合滿足這些頻寬需求。為了支援無人駕駛汽車、遠端手術和擴增實境等應用,5G 網路被設計為具有極低的延遲。光互連可提供低延遲的資料傳輸,這使其對於實現 5G 的低延遲目標至關重要。
For instance, on 2 October 2022, STL introduced India's first multicore fiber and cable to enhance fiber connectivity, particularly to meet the demands of 5G technology and this innovation is designed to carry multiple light beams within the fiber cable, allowing for high-density 資料傳染.在印度向5G網路過渡的背景下,需要增加光纖化以適應大量資料的傳輸。印度目前的光纖化率相對較低,目前印度只有約30%的鐵塔實現了光纖化。
對資料和更高頻寬能力不斷成長的需求需要創新的解決方案。合作使公司能夠匯集資源和專業知識來開發和部署能夠滿足這些需求的高速光學互連。協作努力通常涉及來自不同地區的合作夥伴,使公司能夠擴大影響力並進入新市場,而這種全球影響力對於滿足全球光學互連日益成長的需求至關重要。
例如,2022 年 3 月 26 日,資料中心、企業和電信網路高速通訊解決方案供應商 FS.com 與高速互連解決方案領先製造商羅森伯格合作,雙方合作重點是提供 NEX10- FO 和Q -RMC 戶外連接器可在充滿挑戰的戶外環境中實現可靠、耐用的光纖連接,這些連接器旨在滿足行動通訊網路、5G 基地台、智慧電網、高速鐵路和工業自動化的需求,提供高效的安裝和使用穩定的資料傳輸。
在視訊串流、雲端運算、物聯網和5G等應用的推動下,資料流量呈指數級成長,需要高速、高效的資料傳輸。光互連提供了處理這種資料激增所需的頻寬和速度。資料中心不斷擴展以適應不斷成長的資料量。光纖互連可實現伺服器和資料儲存之間更快的資料傳輸,減少延遲並提高整體效能。
例如,2023 年 2 月 22 日,Nubis Communications 推出了專為機器學習和人工智慧 (ML/AI) 網路設計的突破性光學技術平台。該平台提供高密度和超低功耗,能夠建構能夠充分利用ML/AI叢集處理能力的網路。
此外,Nubis 的技術基於 16 x 112 Gbps 矽光子引擎,支援每毫米超過 500 Gbps 的全雙工邊緣 I/O 密度。 Nubis也推出了首款產品XT1600光學引擎,透過16根光纖對承載的總容量為1.6 Tbps光傳輸和1.6 Tbps光接收。
雷射、偵測器和光纖等光學元件的製造和維護成本可能很高。光學互連的初始設置成本可能高於傳統的銅基解決方案。光互連涉及比銅基替代品更複雜的技術和基礎設施,這種複雜性可能使安裝、故障排除和維護更具挑戰性。
光纖很脆弱,容易因彎曲、扭曲或擠壓而損壞,這種脆弱性需要小心處理和採取保護措施,特別是在工業或惡劣環境中。連接器和收發器等光纖元件的精確對準對於高效能資料傳輸至關重要。未對準會導致訊號遺失和效能下降。
Global Optical Interconnects Market reached US$ 14.5 billion in 2022 and is expected to reach US$ 29.3 billion by 2030, growing with a CAGR of 13.2% during the forecast period 2023-2030.
The rising demand for high-speed transfer of data especially in data centers and telecommunications networks is one of the significant drivers of the market. Optical interconnects transmit the data at very high speed which makes them essential for handling the rising volume of the data traffic. The support for cloud computing in data centers and storage created a substantial demand for optical interconnected solutions.
As service and application are more data-intensive there is a continuous need for larger bandwidth networks. High-definition video streaming and virtual reality are supported through optical interconnects, providing essential bandwidth. Comparing optical interconnects to other conventional copper interconnects, they are more energy-efficient. The adoption of 5G networks with robust and high-capacity interconnection solutions.
According to news published in Telecom.com, in September 2023, India is expected to become one of the top 5G ecosystems globally in the near future, according to Mahendra Nahata, Managing Director of HFCL (Himachal Futuristic Communications Limited) and also he mentioned that the establishment of the 'Bharat 6G Alliance' will contribute to this development. The optical connectivity will range from 25fkm to 35mn fkm.
Asia-Pacific is among the growing regions in the global Optical Interconnects market covering more than 1/3rd of the market and the region witnessed significant growth in data center construction and expansion, driven by the increasing adoption of cloud services and digital transformation initiatives. Optical interconnects are crucial for connecting servers, storage and networking equipment within these data centers, supporting the growing demand for data processing and storage.
5G networks require significantly higher bandwidth to support the increased data traffic, ultra-low latency and massive connectivity. In the ability to carry data at high rates over greater distances, optical interconnects are well suited to satisfy these bandwidth needs. In order to support applications like driverless vehicles, remote surgery and augmented reality, 5G networks are designed to have extremely low latency. Optical interconnects offer low-latency transmission of data, making them essential for meeting 5G's low-latency goals.
For instance, on 2 October 2022, STL introduced India's first multicore fiber and cable to enhance fiber connectivity, particularly to meet the demands of 5G technology and this innovation is designed to carry multiple light beams within the fiber cable, allowing for high-density data transmission. In the context of India's transition to 5G networks, increased fiberization is necessary to accommodate the transmission of large volumes of data. India currently has relatively low fiberization rates, with only around 30% of Indian towers currently fiberized.
The ever-growing demand for data and higher bandwidth capabilities necessitates innovative solutions. Collaborations enable companies to pool resources and expertise to develop and deploy high-speed optical interconnects that can meet these demands. Collaborative efforts often involve partners from different regions, allowing companies to expand their reach and access new markets and this global reach is essential for addressing the increasing demand for optical interconnects worldwide.
For instance, on 26 March 2022, FS.com, a provider of high-speed communication solutions for data centers, enterprises and telecom networks, partnered with Rosenberger, a leading manufacturer of high-speed interconnect solutions and their collaboration focuses on supplying NEX10-FO and Q-RMC outdoor connectors for reliable and durable fiber connectivity in challenging outdoor environments and these connectors are designed to meet the demands of mobile communication networks, 5G base stations, smart grids, high-speed railways and industrial automation, offering efficient installation and stable data transfer.
The exponential growth in data traffic, driven by applications like video streaming, cloud computing, IoT and 5G, necessitates high-speed and efficient data transmission. Optical interconnects offer the bandwidth and speed required to handle this surge in data. Data centers are continuously expanding to accommodate the growing volume of data. Optical interconnects enable faster data transmission between servers and data storage, reducing latency and improving overall performance.
For instance, on 22 Feburay 2023, Nubis Communications unveiled a groundbreaking optical technology platform designed for Machine Learning and Artificial Intelligence (ML/AI) networks. This platform offers high density and ultra-low power consumption, enabling the construction of networks that can fully leverage the processing power of ML/AI clusters.
Furthermore, Nubis' technology is based on a 16 x 112 Gbps Silicon Photonics engine that supports over 500 Gbps per millimeter of full-duplex edge I/O density. Nubis has also introduced its first product, the XT1600 optical engine, which has a total capacity of 1.6 Tbps optical transmit and 1.6 Tbps optical receive carried over 16 fiber pairs.
Optical components like lasers, detectors and optical fibers, can be expensive to manufacture and maintain. The initial setup cost for optical interconnects can be higher than traditional copper-based solutions. Optical interconnects involve more complex technology and infrastructure than copper-based alternatives and this complexity can make installation, troubleshooting and maintenance more challenging.
Optical fibers are delicate and can be easily damaged by bending, twisting or crushing and this fragility requires careful handling and protective measures, especially in industrial or harsh environments. Precise alignment of optical components, such as connectors and transceivers, is critical for efficient data transmission. Misalignment can lead to signal loss and reduced performance.
The global optical interconnects market is segmented based on product, interconnect level, fiber mode, data rate, distance, application and region.
The rapid growth in the development of data centers that support cloud computing, big data and emerging technologies, drives the demand for high-speed and high-bandwidth optical interconnection. The expansion of fibre to the home networks for delivering of high-speed internet access to homes and businesses through optical fibers. Optical interconnects are essential for ensuring consistent broadband connectivity.
For instance, on 16 August 2023, Optical physical interconnect technologies were a focal point at FMS, offering the potential for high-performance communication and these optical interconnects can be used across various scales, from chiplets to data centers. Lightelligence, for instance, introduced optical interconnects for PCIe and CXL connectivity, this technology extends communication reach, allowing for memory pooling and scalable CXL fabrics in composable data centers.
North America is dominating the global optical interconnects market and is a major hub for some of the world's largest technology companies, cloud service providers and data center operators. The continuous advancement in data centers which supports cloud computing, content delivery and digital services drives the demand for high-speed optical interconnects.
For instance, on 12 June 2023, Lumen Technologies unveiled ExaSwitch, a network interconnection ecosystem developed in partnership with Google and Microsoft and this platform allows organizations with high bandwidth requirements to dynamically and rapidly route their traffic between networks without the need for third-party intervention. ExaSwitch aims to replace legacy cross-connects with a more agile and automated solution for network interconnections.
The major global players in the market include Vanguard Group, Inc., Molex LLC, Amphenol Corporation, TE Connectivity Ltd., Go! Foton Holdings, Inc., Sumitomo Electric Industries Ltd., Cisco Systems, Inc., Corning Incorporated, Coherent Corp. and Huawei Technologies Co., Ltd..
As more people worked and studied from home, there was a surge in demand for data centers and cloud services to support remote work, online learning and digital entertainment and this increased demand for high-speed data transmission, driving the need for efficient optical interconnect solutions within data centers. The pandemic demonstrated the significance of reliable, fast internet connectivity is, accelerated the rollout of 5G networks..
In the 5G infrastructure, optical interconnects play a significant role in enabling high-speed and low-latency data transmission. The pandemic disrupted global supply chains, affecting the production and availability of optical interconnect components. Delays in manufacturing and shipping impacted the rollout of optical interconnect solutions. The rise of remote work, there was increased demand for video conferencing and collaboration tools.
The pandemic led to disruptions in research and development activities in the optical interconnects sector. However, it also underscored the importance of advancing technology to meet the demands of remote work and digital connectivity. The healthcare sector saw a growing emphasis on telemedicine and remote patient monitoring during the pandemic.
AI algorithms can analyze network traffic patterns and optimize the routing of optical signals in real-time and this helps reduce latency, minimize congestion and improve the overall efficiency of optical networks.AI-powered predictive maintenance can be applied to optical components such as lasers and transceivers. By analyzing data from sensors and performance metrics, AI can predict when optical components are likely to fail, enabling proactive maintenance and minimizing downtime.
AI-driven automation that streamlines the management and configuration of optical interconnects. AI systems can detect and respond to network anomalies, reroute traffic to avoid failures and dynamically allocate resources for optimal performance. AI can be used to strengthen the security of optical interconnects. Machine learning algorithms can detect and respond to potential security threats, including intrusion attempts and unauthorized access, protecting sensitive optical data.
According to a paper published Massachusetts Institute of Technology, Large-scale AI systems, particularly deep neural networks are crucial for modern online services. However, training these models can be time-consuming and optimizing the training process involves considerations of computation, communication and network topology. Current data center networks struggle to meet the high bandwidth and low latency requirements of emerging AI workloads.
The conflict between Russia and Ukraine can disrupt the global supply chain for optical interconnect components and materials. Ukraine is a significant producer of certain raw materials used in the electronics and optical industries. Any disruptions in the supply of these materials can impact the production of optical interconnect products. Geopolitical tensions arising from the war may result in trade restrictions, export controls or sanctions that impact the international trade of optical interconnect technology.
Companies in the optical interconnect sector may encounter challenges related to complying with export regulations and trade restrictions. Geopolitical conflicts can give rise to economic uncertainty both in the affected regions and on a global scale. Uncertainty can impact investments in research and development, infrastructure and technology upgrades in the optical interconnect industry.
The global optical interconnects market report would provide approximately 85 tables, 90 figures and 186 Pages.
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