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1548899

光調變器：市場佔有率分析、產業趨勢與統計、成長預測（2024-2029）

Optical Modulators - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 128 Pages | 商品交期: 2-3個工作天內

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簡介目錄

光調變器市場規模預計到 2024 年將達到 56.9 億美元，預計到 2029 年將達到 125.8 億美元，在預測期內（2024-2029 年）複合年成長率為 17.19%。

光調製器市場

主要亮點

  • 光調變器在光纖網路中發揮重要作用。電晶體充當電子訊號的開關。類似地，光調變器充當光訊號的開關。光纖通訊主要使用光，因此光調變器的功能是打開和關閉沿著光纖發送二進位訊號流的光。
  • 社群媒體平台、電子商務和軟體使用的顯著增加顯著加速了對資料的需求。 5G 為最終用戶消費和產生更多資料開闢了新途徑。例如，根據GSMA的預測，2025年，5G網路將覆蓋全球三分之一的人口。該協會還表示，到2025年5G連線數將超過20億，佔所有行動連線的五分之一以上。
  • 隨著視訊串流、雲端運算、物聯網等因素對資料傳輸的需求不斷增加，通訊網路需要更高的頻寬。光纖比傳統銅纜提供更高的頻寬，使其成為遠距資料傳輸的首選。因此，光調變器的需求日益成長。
  • 越來越多的公司和營運商正在購買自己的超大規模資料中心來管理各種業務功能和工作負載。隨著產生的資料迅速增加，擴展資料中心的需求也越來越大。資料中心分解是一種現代的資料中心設計和管理方法，它將各種資料中心元件分成單獨的單元，可能是有效的解決方案。這種方法可實現靈活性、擴充性、提高能源效率並節省成本。
  • 光連接模組是實現資料中心分離並利用光纖電纜遠距傳輸資料的關鍵技術。該技術因其高頻寬容量和低功耗而適合資料中心分散式應用。光調變是此類互連解決方案的關鍵特性，這就是光調變器擴大被採用的原因。然而，光調變器是光互連中使用的關鍵組件之一，商業化的延遲以及性能、成本和效率之間的平衡是阻礙市場成長的主要挑戰之一。
  • 在 COVID-19 大流行期間，隨著遠距工作、線上學習和電子商務使用的增加，對增加頻寬通訊網路的需求顯著增加，這推動了網路流量的成長，也推動了光調變器。此次疫情也加速了雲端基礎的服務的採用，需要強大的資料中心基礎設施和高速光學互連。

光調變器市場趨勢

光纖通訊可望佔據較大市場佔有率

  • 光纖通訊通訊是使用光而不是電流將訊號傳送到遠端位置的通訊。光纖通訊通訊依靠光纖將訊號傳送到目的地。調變/解調器、收發器、光訊號和透明通道是光纖通訊系統的建構模組。
  • 過去十年，對頻寬和通訊服務的需求激增，增加了光纖通訊系統中外部調變的需求。特別是，鈮酸鋰 (LiNbO3) 外部調變的整合已發展成為合適的解決方案，不僅可以提供頻寬，而且可以最大限度地減少色散效應。
  • 與雷射二極體的直接調變相比，LiNbO3 導波調變可設計用於零線性調頻或可調諧線性調頻操作，這有助於最大限度地減少與光纖色散相關的系統劣化。在類比系統中，線性化外部調變可以提供非常低的調變失真。
  • 光纖的需求對於經濟發展至關重要，光纖密度必須增加，以支持加快技術創新和經濟成長步伐所需的頻寬進步。一個例子是 5G 的進步，它依賴於高速無線電頻率和網路緻密化。因此，這些因素正在推動光纖基礎設施的投資需求。
  • 2023 年 7 月，印度電子和資訊技術部宣布預算從先前的 83 億美元增加到 130 億美元，用於在印度各地建立光纖網路，以增強連接性並為所有人提供負擔得起的網際網路。投資。光纖通訊相關投資的增加預計將推動光調變器的需求。

預計北美將佔據最大的市場佔有率

  • 預計該地區的市場將受到對高頻寬和高資料速率應用不斷成長的需求、對電子設備小型化的需求、不斷提高的網際網路普及率以及5G基礎設施的快速發展的顯著影響。
  • 由於對更高性能和速度的需求不斷成長，光纖在該地區通訊行業的廣泛使用預示著光學技術的光明前景。隨著廣泛的研究工作繼續進行並擴展到實際部署，它們有望帶來新一代光纖通訊。
  • 光纖通訊系統在資料中心和高效能運算（HPC）應用中的使用不斷增加也是推動市場的因素之一。由於對高頻寬和資料速率的需求，資料中心和高效能運算應用預計將推動光調變器的需求。此外，由於資料中心和高效能運算應用的建設投資增加，預計該地區光調變器的需求將大幅增加。
  • 雲端基礎的企業應用程式在北美地區蓬勃發展。雲端基礎的解決方案依賴網路連線在託管環境中運作。 5G 將實現更快的網路速度，因此您的連線體驗可能會更好。此外，行動寬頻的快速成長加上巨量資料分析和雲端處理的興起正在推動北美對新資料中心基礎設施的需求。對雲端基礎的資料中心的快速投資預計將為光調變器製造商提供多種應用機會。

光調變器產業概況

由於全球參與者和中小企業的存在，光調變器市場呈現碎片化。市場主要企業包括Thorlabs Inc.、Lumentum Holdings Inc.、AA Opto-Electronic、Fujitsu Optical Components Limited、Gooch & Housego PLC。市場上的公司正在採取合作夥伴關係、合作、併購和產品推出等策略來獲得永續的競爭優勢和市場佔有率。

  • 2024 年 5通訊技術公司 Lightwave Logic 與 Advanced Micro Foundry (AMF) 合作，利用 AMF 的矽光電平台開發聚合物槽調變器。兩家公司先前一年合作，利用 AMF 的標準製造流程在 200mm 晶圓上開發電光聚合物槽調變器。
  • 2024 年 3 月：整合式電光調變(EOM) 供應商 HyperLight 擴展了其強度調變系列。這項公告凸顯了 HyperLight 對光電積體電路 (PIC) 創新的持續承諾。該公司的調變基於專有的高頻寬、低壓鈮酸鋰薄膜 (TFLN) PIC 技術。

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
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 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 對市場的影響

第5章市場動態

  • 市場促進因素
    • 增加光纖通訊基礎設施投資
  • 市場挑戰
    • 光調變器設計限制影響市場成長

第6章 市場細分

  • 按類型
    • 幅度調變
    • 偏振調變
    • 相位調變
    • 類比調變
    • 其他光調變器
  • 按用途
    • 光纖通訊
    • 光纖感測器
    • 太空/國防
    • 工業體系
  • 按地區
    • 北美洲
    • 歐洲
    • 亞洲
    • 澳洲/紐西蘭
    • 拉丁美洲
    • 中東/非洲

第7章 競爭格局

  • 公司簡介
    • Thorlabs Inc.
    • Lumentum Holdings Inc.
    • AA Opto-Electronic
    • Fujitsu Optical Components Limited
    • Gooch & Housego PLC
    • Lightwave Logic
    • Hamamatsu Photonics KK
    • APE GmbH
    • Conoptics Inc.
    • L3Harris Technologies Inc.
    • AMS Technologies AG

第8章投資分析

第9章市場的未來

簡介目錄
Product Code: 67025

The Optical Modulators Market size is estimated at USD 5.69 billion in 2024, and is expected to reach USD 12.58 billion by 2029, growing at a CAGR of 17.19% during the forecast period (2024-2029).

Optical Modulators - Market

Key Highlights

  • The optical modulator plays an essential role in fiber-optic networks. A transistor acts as a switch for electronic signals; likewise, an optical modulator acts as a switch for optical signals. Optical communication primarily uses light, so the modulator's function is to turn the light that sends a stream of binary signals over optical fibers on and off.
  • The significant rise in the use of social media platforms, e-commerce, and software has accelerated data demand significantly. 5G has opened new avenues for end users to consume and generate more data. For instance, according to the GSMA, by 2025, 5G networks will cover one-third of the world's population. The association also stated that the number of 5G connections would exceed 2 billion by 2025, making up more than a fifth of mobile connections.
  • The ever-increasing demand for data transmission, driven by factors like video streaming, cloud computing, and the Internet of Things (IoT), necessitates higher bandwidths in communication networks. As optical fibers provide higher bandwidth compared to traditional copper cables, they become the preferred choice for long-distance data transmission. Thus, the need for optical modulators is growing as they offer an efficient transition of electrical signals into high-bandwidth optical signals.
  • An increasing number of businesses and enterprises are acquiring their own hyperscale data centers to manage different business functions and workloads. With the rapid growth in data generated, there is a significant need for data centers to scale up. Datacenter disaggregation, which is a modern approach to data center design and management that separates the different components of a data center into distinct units, can be an effective solution. The approach allows greater flexibility, scalability, and improved energy efficiency and cost savings.
  • Optical interconnects are the key technology that enables data center disaggregation and uses fiber optic cables to transmit data at high speeds over long distances. This technology is well-suited for disaggregated data center applications due to its high bandwidth capacity and low power consumption. As optical modulation is the key functionality in such interconnect solutions, it drives the adoption of optical modulators. However, optical modulators are one of the primary components used in optical interconnection, and their slow commercialization and balancing performance, cost, and efficiency are some of the major challenges hampering the market's growth.
  • During the COVID-19 pandemic, the demand for increased bandwidth communication networks increased significantly owing to the shift toward remote work, online learning, and increased use of e-commerce that propelled internet traffic, driving the demand for optical modulators. Also, the pandemic accelerated the adoption of cloud-based services, requiring robust data center infrastructure and high-speed optical interconnects, potentially benefiting the market for data center-specific modulators.

Optical Modulators Market Trends

Optical Communication is Expected to Hold a Significant Market Share

  • Optical communication is any type of communication in which light is used to carry the signal to the remote end instead of an electrical current. Optical communication relies on optical fibers to carry signals to their destinations. A modulator/demodulator, a transmitter/receiver, a light signal, and a transparent channel are the building blocks of the optical communications system.
  • The demand for bandwidth and telecommunication services has surged over the past decade, which has boosted the requirement for external modulation in fiber-optic communication systems. Notably, integrating lithium niobate (LiNbO3) external modulators is evolving as a suitable solution that offers not just the desired bandwidth but also the means for minimizing dispersion effects.
  • Compared to direct modulation of a laser diode, LiNbO3-guided wave modulators can be designed for zero-chirp or adjustable-chirp operation that aids in minimizing the system degradation associated with fiber dispersion. In analog systems, linearized external modulators can provide very low modulation distortion.
  • The demand for optical fiber is imperative for economic development, and there is a need for increased fiber density to support the advancements in bandwidth that are necessary to improve the pace of innovation and economic growth. One such example is the advancements in 5G and its dependency on high-speed radio frequency and greater network densification. Thus, such factors are driving the demand for investments in optical fiber infrastructure.
  • In July 2023, the Ministry of Electronics and Information Technology India announced its plan to invest an additional USD 13 billion to the prior investment of USD 8.3 billion in the establishment of a fiber grid across India to enhance connectivity and provide affordable internet to all. Such an increase in the investments related to optical communication is expected to drive the need for optical modulators.

North America is Expected to Hold the Largest Market Share

  • The region's market is anticipated to be significantly impacted by the rising demand for high bandwidth and high data rate applications, the requirement for electronic device miniaturization, rising internet penetration, and the quick development of 5G infrastructure.
  • The widespread use of optical fibers in the region's communications industry is boosted by the growing demand for higher performance and speed, portending a promising future for optical technology. This is anticipated to lead to a new generation of fiber optic communications as extensive research activities continue and are extended to practical deployment.
  • The growing use of optical communication systems in data centers and high-performance computing (HPC) applications is another factor driving the market. Due to their high bandwidth and data rate requirements, data centers and high-performance computing applications are predicted to drive the demand for optical modulators. Additionally, the demand for optical modulators is anticipated to increase significantly in the area due to rising investments in constructing data centers and HPC applications.
  • Cloud-based enterprise applications are thriving in the North American region. Cloud-based solutions depend on internet connectivity to function in the hosted environment. With 5G enabling much faster internet speed, it will further enhance the connectivity experience. Furthermore, the rapid growth of mobile broadband with an increase in big data analytics and cloud computing drives the demand for new data center infrastructures in North America. The rapid investments in cloud-based data centers are expected to provide several application opportunities for optical modulator makers.

Optical Modulators Industry Overview

The optical modulators market is fragmented due to the presence of both global players and small and medium-sized enterprises. The major players in the market are Thorlabs Inc., Lumentum Holdings Inc., AA Opto-Electronic, Fujitsu Optical Components Limited, and Gooch & Housego PLC. Players in the market are adopting strategies such as partnerships, collaboration, mergers & acquisitions, and product launches to gain sustainable competitive advantage and market share.

  • May 2024: Optical communications technology company Lightwave Logic collaborated with Advanced Micro Foundry (AMF) to develop polymer slot modulators utilizing AMF's silicon photonics platform. The agreement between the two companies came amid a collaboration in the previous year in which they teamed to develop electro-optic polymer slot modulators using AMF's standard manufacturing process flow on 200-mm wafers.
  • March 2024: HyperLight, the provider of integrated electro-optical modulators (EOMs), expanded its intensity modulator series. This announcement underscored HyperLight's continued commitment to the innovation of photonics integrated circuits (PICs). The modulators offered by the company are based on proprietary high-bandwidth and low-voltage thin film lithium niobate (TFLN) PIC technology.

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 Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Suppliers
    • 4.2.2 Bargaining Power of Consumers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Investments in Optical Fiber Communication Infrastructure
  • 5.2 Market Challenges
    • 5.2.1 Design Constraints in Optical Modulators Affect Market Growth

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 Amplitude Modulators
    • 6.1.2 Polarization Modulators
    • 6.1.3 Phase Modulators
    • 6.1.4 Analog Modulators
    • 6.1.5 Other Types of Optical Modulators
  • 6.2 By Application
    • 6.2.1 Optical Communication
    • 6.2.2 Fiber Optic Sensors
    • 6.2.3 Space and Defense
    • 6.2.4 Industrial Systems
  • 6.3 By Geography
    • 6.3.1 North America
    • 6.3.2 Europe
    • 6.3.3 Asia
    • 6.3.4 Australia and New Zealand
    • 6.3.5 Latin America
    • 6.3.6 Middle East and Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Thorlabs Inc.
    • 7.1.2 Lumentum Holdings Inc.
    • 7.1.3 AA Opto-Electronic
    • 7.1.4 Fujitsu Optical Components Limited
    • 7.1.5 Gooch & Housego PLC
    • 7.1.6 Lightwave Logic
    • 7.1.7 Hamamatsu Photonics KK
    • 7.1.8 APE GmbH
    • 7.1.9 Conoptics Inc.
    • 7.1.10 L3Harris Technologies Inc.
    • 7.1.11 AMS Technologies AG

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET