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1536946

矽光電：市場佔有率分析、產業趨勢與統計、成長預測（2024-2029）

Silicon Photonics - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 148 Pages | 商品交期: 2-3個工作天內

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簡介目錄

矽光電市場規模預計到2024年為23.8億美元，預計2029年將達到90.2億美元，在預測期內（2024-2029年）複合年成長率為30.5%。

矽光子市場

矽光電是一項不斷發展的技術，它使用光束在電腦晶片內傳輸資料。矽光電是一種可以取代銅線的技術，提供更高的頻寬、更長的傳輸距離和更好的能源效率。

主要亮點

  • 網路流量的快速成長是矽光電市場的關鍵促進因素之一。隨著對高速資料傳輸的需求不斷增加，資料中心和電信業者正在尋求更有效率、更具成本效益的解決方案來處理不斷成長的網路流量。矽光電技術為應對這項挑戰提供了有利的解決方案，與傳統的銅基系統相比，它提供更快、更可靠且更具成本效益的資料傳輸。
  • 這有助於使用現有網路基礎設施提供高速寬頻連線和許多寬頻服務。此外，多年來網路使用者數量的成長也導致對開發服務交付的平均下行鏈路和上行鏈路速度的投資增加。根據GSMA預測，5G全球市場滲透率預計將從2024年的22%增加到2030年的64%。
  • 此外，各國正在採取各種措施來支持 5G 和 6G通訊的推出。例如，2022年8月，國防部推出了三個新的「超越5G的創新計畫」計劃，其中包括創建6G技術的研發中心。通訊業的這種增強可能會推動市場成長。
  • 熱效應風險是市場成長的主要挑戰。當矽吸收光時會產生熱效應，從而提高機器的溫度。這種溫度升高會導致性能下降和設備故障。

矽光電市場趨勢

汽車產業實現顯著成長

  • 矽光電是汽車領域的新技術，將有助於推進基於事件的感測器 (EBS) 和神經型態相機等感測器的發展，並改進雷射雷達。正在升級以融入矽光電技術的汽車產品包括 ADAS（高級駕駛員輔助系統）、臉部辨識系統、感測器和偵測技術、LiDAR 系統以及汽車中使用的許多其他系統。矽光電系統可提高車輛的安全性、功能和性能。此外，巡航控制中的矽光電系統具有多種優勢，包括提高精度、速度和效率。
  • 近年來，光電徹底改變了汽車產業，從簡單的照明功能轉變為提供影像、感測、智慧顯示、媒體通訊網路等最尖端科技。因此，光電正在達到遠遠超出汽車照明、汽車製造和品管範圍的新維度。毫不奇怪，汽車產業對矽光電等創新光電技術越來越感興趣。
  • 公共汽車產量的增加可能為市場成長提供有利可圖的機會。例如，根據 OICA 的數據，2022 年印度各地將生產約 75,000 輛巴士和客車，高於 2021 年的 34,700 輛。此外，根據國際能源總署（IEA）的數據，從2016年到2022年，中國的電動公車數量一直居世界第一。 2021年和2022年，中國註冊電動公車保有量將分別達到5萬輛和5.4萬輛。
  • 自動駕駛和自動駕駛汽車的日益普及是 ADAS 市場的主要成長要素。例如，根據國家安全委員會的數據，到 2026 年，約 71% 的註冊車輛將配備後置鏡頭，60% 將配備後停車感應器。 ADAS 採用率的增加可能會推動所研究市場的成長。各種私人和商用車輛製造商已在全球設立工廠，這也推動了市場的發展。

北美佔據主要市場佔有率

  • 美國是資料中心市場的主要國家之一。由於該國領先公司的擴張活動，該國的多租戶資料中心租賃活動正在增加。
  • 資料中心流量的增加，以及人工智慧和物聯網等新興領域技術的快速進步，導致全國資料流量的增加。思科預計，到 2023 年，連網裝置數量將從 2018 年的 27 億增加到 46 億。此外，到 2023 年，智慧型手機預計將佔所有連網裝置的 7%。
  • 大大小小的企業的數位化以及隨之而來的數位服務正在迅速推動對更大的技術堆疊來儲存、計算、連接和分析資料的需求。它也導致了雲端服務的採用。企業採用數位化該地區的矽光電市場創造了新的機會。
  • 加拿大無線通訊業者預計在 2020 年至 2026 年間投資約 258 億美元用於 5G 基礎設施部署。這些努力將擴大該國 5G 基礎設施的覆蓋範圍，為市場研究供應商創造巨大的機會。
  • 據愛立信稱，加拿大有 400 萬智慧型手機用戶計劃在未來 12 至 15 個月內升級到 5G，目前十分之八的 5G 用戶表示他們不想回到 4G。過去兩年5G用戶成長了六倍。然而，消費者認知度較低，15% 的加拿大用戶聲稱擁有 5G，但沒有 4G 設備，另外 18% 的用戶擁有支援 5G 的設備，但沒有未升級到的 5G 合約。
  • 由於最終用戶產業的技術進步，預計加拿大地區矽光電技術的採用率也將大幅提高。研發活動和技術投資的活性化預計也將成為招募增加的關鍵驅動力。

矽光電產業概況

矽光電市場高度分散，主要參與者包括 Sicoya GMBH、英特爾公司、思科系統公司、Lumentum Operations LLC（Lumentum Holdings Inc.）和瞻博網路公司等。這些公司利用合作夥伴關係和收購來加強其產品供應並獲得永續的競爭優勢。

  • 2023 年 10 月，Lumentum Holdings Inc. 在蘇格蘭格拉斯哥舉行的 2023 年歐洲光通訊會議上展示了其最新解決方案並共用了行業觀點。此外，Lumentum 的超高高功率1310nm分佈回饋雷射 (DFB) 在 25°C 下具有超過 400mW 的光纖外光功率。這些新型超高高功率13xx 雷射將使用共同封裝的光學元件、外部雷射光源解決方案和下一代資料中心的矽光電收發器來實現寬頻化AI 和 ML 應用。
  • 2023年9月，博通宣布將與台積電和英偉達合作開發矽光電和共封裝光學（CPO）。台積電已組建了超過200名員工的研發團隊，正在瞄準基於矽光電技術的高速運算晶片的新機遇，預計最早將於2024年下半年開始生產。

其他好處：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第1章簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場洞察

  • 市場概況
  • 產業價值鏈分析
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 買家/消費者的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間敵對關係的強度
  • COVID-19 和其他宏觀經濟因素對市場的影響

第5章市場動態

  • 市場促進因素
    • 使用基於矽光電的收發器降低功耗
    • 資料中心之間對高速連線和高資料傳輸能力的需求不斷成長
  • 市場限制因素
    • 熱效應風險

第6章 市場細分

  • 按用途
    • 資料中心和高效能運算
    • 通訊
    • 車
    • 其他用途
  • 按地區
    • 北美洲
    • 歐洲
    • 亞太地區
    • 世界其他地區

第7章 競爭格局

  • 供應商市場佔有率
  • 公司簡介
    • Sicoya GMBH
    • Intel Corporation
    • Cisco Systems Inc.
    • Lumentum Operations LLC（Lumentum Holdings Inc.）
    • Juniper Networks Inc.
    • Global Foundries Inc.
    • Broadcom Limited
    • Molex Inc.（Koch Industries）
    • Marvell Technology Inc.
    • Macom Technology
    • Coherent Corporation
    • Hamamatsu Photonics KK

第8章投資分析

第9章 市場未來展望

簡介目錄
Product Code: 65029

The Silicon Photonics Market size is estimated at USD 2.38 billion in 2024, and is expected to reach USD 9.02 billion by 2029, growing at a CAGR of 30.5% during the forecast period (2024-2029).

Silicon Photonics - Market

Silicon photonics is a growing technology that utilizes optical rays to transfer data within computer chips. It is a favorable technology to replace copper wires, providing greater bandwidth, longer transmission distance, and better energy efficiency.

Key Highlights

  • The rapidly growing internet traffic is one of the significant drivers of the silicon photonics market. With increasing demand for high-speed data transfer, data centers and telecommunications companies are seeking more efficient and cost-effective solutions to handle the growing volume of Internet traffic. Silicon photonics technology offers a favorable solution to this challenge, providing faster, more reliable, and more cost-effective data transfer than traditional copper-based systems.
  • This helps provide high-speed broadband connections and many broadband services over the existing network infrastructure. Additionally, a growing number of Internet users over the years also resulted in rising investments to develop average downlink and uplink speeds to provide services. According to GSMA, 5G is projected to increase from a global market penetration of 22% in 2024 to 64% in 2030.
  • In addition, countries are taking various initiatives to boost the deployment of 5G and 6G communication. For instance, in August 2022, the Department of Defense launched three new Innovative Beyond 5G Program projects, including creating an R&D hub for 6G technology. Such enhancement in the telecommunication sector may propel the market's growth.
  • The risk of thermal effect significantly challenges the market's growth. The thermal effect occurs due to the absorption of light by silicon, which can increase the temperature in the machine. This increase in temperature can lead to a reduction in performance or even device failure.

Silicon Photonics Market Trends

Automotive Segment to Witness Major Growth

  • Silicon photonics is an emerging technology in the automotive sector that helps advance sensors like event-based sensors (EBS) and neuromorphic cameras and improves LIDAR. Some automotive products being upgraded to incorporate silicon photonics technology include Advanced Driver Assistance Systems (ADAS), face recognition systems, sensors & detection technology, LiDAR systems, and many other systems used in vehicles. Silicon photonics-enabled systems enhance a vehicle's safety, functionality, and performance. Moreover, silicon photonics-enabled systems in cruise control offer several benefits, such as enhanced accuracy, speed, and efficiency.
  • In recent years, photonics has revolutionized the automotive industry, transitioning from mere lighting functions to providing cutting-edge technology for imaging, sensing, smart displaying, and media communication networks. Consequently, photonics has taken on new dimensions far beyond lighting in cars and automotive manufacturing and quality control. Unsurprisingly, the automotive industry is showing an increased interest in innovative, photonics-based technologies such as silicon photonics.
  • The increasing production of buses is likely to offer lucrative opportunities for market growth. For instance, according to OICA, around 75 thousand buses and coaches were produced across India in 2022, an increase from 34.7 thousand buses and coaches in 2021. Furthermore, according to the International Energy Agency (IEA), between 2016 and 2022, China consistently registered the most significant number of electric buses. In 2021 and 2022, the number of electric bus registrations in China amounted to 50 and 54 thousand, respectively.
  • The increasing adoption of self-driving or autonomous vehicles is a primary growth factor for the ADAS market. For instance, according to the National Safety Council, by 2026, approximately 71% of registered vehicles will be equipped with rear cameras, while 60% will have rear parking sensors. Such increasing adoption of ADAS would aid the growth of the market studied. Various manufacturers of personal and commercial vehicles are establishing their facilities globally, which is also driving the market studied.

North America Holds Significant Market Share

  • The United States is one of the prominent countries in the data center market. Multi-tenant data center leasing activities in the country have been rising owing to expansion activities by some of the major companies in the country.
  • The growing data center traffic, along with rapid technological advancements in emerging areas, such as AI and IoT, is leading to increased data traffic across the country. According to the forecasts by Cisco, there will be 4.6 billion networked devices by 2023, rising from 2.7 billion in 2018. In addition, smartphones are expected to account for 7% of all networked devices by 2023.
  • The digitization of enterprises, be they small or large, and the resulting digital services rapidly develop a need for larger technology stacks in order to store, compute, connect, and analyze data. It also leads to the adoption of cloud services. The adoption of digitization of enterprises creates new opportunities for the silicon photonics market in the region.
  • It is expected that wireless operators in Canada will invest approximately USD 25.8 billion in deploying 5G infrastructure between 2020 and 2026; as a result, the government is also encouraging telecom equipment manufacturing. These initiatives will broaden the scope of the country's 5G infrastructure and provide a massive opportunity for market study vendors.
  • As per Ericsson, in Canada, 4 million smartphone users plan to upgrade to 5G over the next 12-15 months; 8 in 10 current 5G users don't want to return to 4G. The 5G user base has increased six-fold over the past two years. However, consumer awareness is low; 15% of users claim they are on 5G but use a 4G handset in Canada, while another 18% own a 5G capable device but have not upgraded to a 5G subscription.
  • The Canadian region is also expected to exhibit a significant adoption rate of silicon photonics technology due to technological advancements across its end-user industries. Also, the increasing research and development activities, coupled with several investments in technology, are expected to act as major drivers for the growth in adoption.

Silicon Photonics Industry Overview

The silicon photonics market is highly fragmented, with major players like Sicoya GMBH, Intel Corporation, Cisco Systems Inc., Lumentum Operations LLC (Lumentum Holdings Inc.), and Juniper Networks Inc. They are adopting partnerships and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

  • In October 2023, Lumentum Holdings Inc. showcased its latest solutions and shared industry perspectives at the European Conference on Optical Communication 2023 in Glasgow, Scotland. Lumentum's ultra-high power, 1310 nm distributed-feedback laser (DFB) was also demonstrated at over 400 mW optical power ex-fiber at 25°C. These new ultra-high power 13xx lasers were claimed to enable higher bandwidth for AI and ML applications by using co-packaged optics, external laser source solutions, and silicon photonics transceivers for the next generation of data centers.
  • In September 2023, Broadcom announced that it is working with TSMC and Nvidia to develop silicon photonics and co-packaged optics (CPO). TSMC has already formed an R&D team of over 200 employees to target emerging opportunities in high-speed computing chips based on silicon photonics technology, with production expected to start as early as the second half of 2024.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Value Chain Chain Analysis
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Bargaining Power of Suppliers
    • 4.3.2 Bargaining Power of Buyer/consumers
    • 4.3.3 Threat of New Entrants
    • 4.3.4 Threat of Substitute Products and Services
    • 4.3.5 Intensity of Competitive Rivalry
  • 4.4 Impact of COVID-19 Aftereffects and Other Macroeconomic Factors on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Reduction in Power Consumption With the Use of Silicon Photonics Based Transceivers
    • 5.1.2 Growing Need for High-Speed Connectivity and High Data Transfer Capabilities Across Data Centers
  • 5.2 Market Restraints
    • 5.2.1 Risk of Thermal Effect

6 MARKET SEGMENTATION

  • 6.1 By Application
    • 6.1.1 Data Centers and High-performance Computing
    • 6.1.2 Telecommunications
    • 6.1.3 Automotive
    • 6.1.4 Other Applications
  • 6.2 By Geography
    • 6.2.1 North America
    • 6.2.2 Europe
    • 6.2.3 Asia-Pacific
    • 6.2.4 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Vendor Market Share
  • 7.2 Company Profiles*
    • 7.2.1 Sicoya GMBH
    • 7.2.2 Intel Corporation
    • 7.2.3 Cisco Systems Inc.
    • 7.2.4 Lumentum Operations LLC (Lumentum Holdings Inc.)
    • 7.2.5 Juniper Networks Inc.
    • 7.2.6 Global Foundries Inc.
    • 7.2.7 Broadcom Limited
    • 7.2.8 Molex Inc. (Koch Industries)
    • 7.2.9 Marvell Technology Inc.
    • 7.2.10 Macom Technology
    • 7.2.11 Coherent Corporation
    • 7.2.12 Hamamatsu Photonics KK

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK OF THE MARKET