市場調查報告書
商品編碼
1558270
到 2030 年光光連接模組市場預測:按產品類型、組件類型、互連程度、資料速率、應用、最終用戶和地區進行的全球分析Optical Interconnect Market Forecasts to 2030 - Global Analysis By Product Type, Component Type, Interconnect Level, Data Rate, Application, End User and By Geography |
根據Stratistics MRC預測,2024年全球光連接模組市場規模將達171億美元,預計2030年將達到397億美元,預測期內複合年成長率為15.1%。
光連接模組是一種高速資料傳輸系統,它使用光訊號在網路或電腦系統內的不同組件和設備之間傳輸資訊。與依賴電訊號和導電材料的傳統電互連不同,光學互連利用透過光纖或波導管傳輸的光訊號。此方法提供高頻寬、高資料傳輸速率和遠距訊號劣化低,使其成為高效能運算和通訊應用的理想選擇。
據 IEEE Communications 稱,全光纖網路有潛力為資料中心節省高達 75% 的能源。根據愛立信移動報告 2020 年 11 月版,預計到 2020年終,北美約 4% 的行動用戶將使用 5G。
對通訊頻寬的需求增加
由於資料消耗的快速增加和對高速連接的需求,市場對通訊頻寬的需求不斷增加。隨著雲端運算和通訊等行業的擴張,光連接模組的需求不斷增加,以滿足更快的資料傳輸和更高容量的網路的需求。光連接模組提供了一種解決方案,提供比傳統電氣連接更高的頻寬和更低的延遲,支援對高效和可擴展資料通訊日益成長的需求。
技術商業化的延遲
市場上技術商業化的延遲可能會阻礙產業的成長。將新的光互連解決方案推向市場的延遲會導致錯失提高網路效能和容量的機會。這種停滯可能會導致依賴過時技術的消費者和企業的成本增加。此外,商業化的延遲可能會阻礙公司的競爭力,影響其市場地位和滿足高速資料傳輸日益成長的需求的能力。
全球資料中心快速擴張
隨著企業和雲端服務供應商擴展其資料中心基礎設施以適應不斷成長的資料量並支援進階應用,對高速、寬頻光互連的需求不斷增加。光連接模組對於在資料中心元件之間有效連接和傳輸資料至關重要,從而實現更快、更可靠的通訊。這一趨勢正在推動光學技術的進步,並增加光學互連解決方案的市場機會。
實施成本高
高昂的市場引入成本可能會限制採用並減緩技術進步。部署和整合光互連系統所需的大量投資可能成為許多公司,特別是中小型企業和新興企業的障礙。這導致對低效傳統技術的依賴,從而減緩資料傳輸速度和網路效能的進步。此外,高成本可能會限制競爭並降低整體市場成長潛力。
COVID-19 大流行對市場產生了重大影響,由於對遠端工作、線上服務和數位通訊的依賴增加,加速了對高速資料解決方案的需求。資料流量的爆炸性成長給現有網路帶來了壓力,並凸顯了對先進光互連技術的需求。然而,疫情擾亂了供應鏈,減緩了技術部署,並影響了市場成長。
光收發器市場預計將在預測期內成為最大的市場
預計光收發器將成為預測期內最大的市場。這些設備將電訊號轉換為光訊號,反之亦然,從而促進光纖上的高效通訊。光收發器對於增加資料中心、通訊和高效能運算環境中的頻寬和資料傳輸速度至關重要。光收發器的進步有助於提高網路效能和擴充性,推動市場創新和成長。
資料中心產業預計在預測期內複合年成長率最高
預計資料中心產業在預測期內將經歷最高的複合年成長率。光連接模組可實現資料中心內伺服器、儲存和網路元件之間的快速資料傳輸和連接,滿足對資料處理和雲端服務不斷成長的需求。光連接模組提供高頻寬和低延遲的能力對於最佳化資料中心效能、可擴展性和可靠性至關重要,也是光連接模組技術進步的驅動力。
預計北美在預測期內將佔據最大的市場佔有率。主要促進因素包括資料中心、雲端運算和通訊的成長,這些都需要高效的寬頻光學解決方案。北美領先的科技公司和研發投資正在進一步支持市場開拓。然而,高昂的實施成本和不斷發展的技術標準帶來了挑戰,影響了採用率和市場動態。
由於對高速連接、5G 網路部署和主要資料中心的需求不斷增加,亞太地區預計在預測期內複合年成長率最高。強大的最終用戶影響力和國內市場主導地位正在推動該地區的光互連系統銷售。 5G 網路的部署正在推動對支援去程傳輸和回程傳輸網路要求的光連接模組解決方案的需求。
According to Stratistics MRC, the Global Optical Interconnect Market is accounted for $17.1 billion in 2024 and is expected to reach $39.7 billion by 2030 growing at a CAGR of 15.1% during the forecast period. Optical interconnects are high-speed data transmission systems that use optical signals to transfer information between different components or devices within a network or computer system. Unlike traditional electrical interconnects, which rely on electrical signals and conductive materials, optical interconnects utilize light signals transmitted through optical fibers or waveguides. This method allows for greater bandwidth, faster data transfer rates, and reduced signal degradation over long distances, making it ideal for high-performance computing and telecommunications applications.
According to IEEE Communications, all-optical networks could provide up to 75% energy savings in the data centers. According to the November 2020 edition of the Ericsson Mobility Report, North America was expected to end 2020 with about 4% of its mobile subscriptions being 5G.
Increasing demand for communication bandwidth
The market is experiencing increasing demand for communication bandwidth due to the rapid growth in data consumption and the need for higher-speed connectivity. As industries such as cloud computing and telecommunications expand, the demand for optical interconnects rises to meet the need for faster data transfer and greater network capacity. They provide a solution by offering higher bandwidth and lower latency compared to traditional electrical connections, supporting the growing requirements for efficient and scalable data communication.
Slow commercialization of technologies
The slow commercialization of technologies in the market can hinder industry growth. Delays in bringing new optical interconnect solutions to market can lead to missed opportunities for enhancing network performance and capacity. This stagnation may result in increased costs for consumers and businesses, as they rely on outdated technologies. Additionally, slow commercialization can impede the competitive edge of companies, affecting their market position and ability to meet the rising demand for high-speed data transmission.
Surge in global deployment of datacenters
As businesses and cloud service providers expand their data center infrastructure to handle increasing data volumes and support advanced applications, the demand for high-speed, high-bandwidth optical interconnects rises. Optical interconnects are essential for efficiently connecting and transferring data between data center components, enabling faster, more reliable communication. This trend is fueling advancements in optical technology and increasing market opportunities for optical interconnect solutions.
High deployment costs
High deployment costs in the market can restrict widespread adoption and slow down technological progress. The significant investment required for installing and integrating optical interconnect systems can be a barrier for many businesses, especially smaller enterprises and startups. This can lead to reliance on less efficient, traditional technologies, potentially stalling advancements in data transfer speeds and network performance. Additionally, high costs may limit competition and reduce the overall market growth potential.
The COVID-19 pandemic significantly impacted the market by accelerating the demand for high-speed data solutions due to increased reliance on remote work, online services, and digital communication. The surge in data traffic stressed existing networks, highlighting the need for advanced optical interconnect technologies. However, the pandemic also disrupted supply chains and delayed technology deployments, affecting the market's growth.
The optical transceivers segment is expected to be the largest during the forecast period
The optical transceivers is expected to be the largest during the forecast period. These devices convert electrical signals into optical signals and vice versa, facilitating efficient communication across optical fibers. Optical transceivers are essential for expanding bandwidth and improving data transfer rates in data centers, telecommunications, and high-performance computing environments. Their advancements contribute to enhanced network performance and increased scalability, driving innovation and growth within the market.
The data centers segment is expected to have the highest CAGR during the forecast period
The data centers segment is expected to have the highest CAGR during the forecast period. Optical interconnects enable rapid data transfer and connectivity between servers, storage systems, and network components within data centers, supporting the growing demands for data processing and cloud services. Their ability to provide high bandwidth and low latency is crucial for optimizing data center performance, scalability, and reliability, driving advancements in the optical interconnect technology.
North America is projected to hold the largest market share during the forecast period. Key factors include the growth of data centers, cloud computing, and telecommunications sectors, which require efficient and high-bandwidth optical solutions. North America's leading technology companies and investments in research and development further fuel market growth. However, high deployment costs and evolving technological standards pose challenges, impacting the rate of adoption and market dynamics.
Asia Pacific is projected to witness the highest CAGR over the forecast period driven by the increasing demand for high-speed connectivity, deployment of 5G networks, and the presence of major data centers. The presence of strong end users and dominance of domestic markets is fueling the sales of optical interconnect systems in the region. Deployment of 5G networks leading to heightened demand for optical interconnects solutions to support fronthaul and backhaul network requirements.
Key players in the market
Some of the key players in Optical Interconnect market include 3M Company, Sumitomo Electric Industries, Ltd., Molex Electronic Solutions, Amphenol Corporation, TE Connectivity, Corning Incorporated, Cisco Systems Inc., Huawei Technologies Co. Ltd., Lumentum Operations LLC, Infinera Corporation, Broadcom Inc., Fujitsu Ltd., NVIDIA Corporation, Finisar Corporation, Ciena Corporation, ECI Telecom, Lightwave Logic, Inc., Avago Technologies and KDDI Corporation.
In August 2024, Sumitomo Electric Industries, Ltd. has announced the successful completion of the Greenlink Interconnector Project, further showcasing its unparalleled expertise in cable manufacturing and installation.
In June 2024, TE Connectivity (TE) has expanded its VITA 66 optical backplane interconnect family with the new VITA 66.5 Style D optical modules. The company, which specialises in connectivity and sensors, said the high-density modules provide a rugged, blind-mate optical interconnect solution for aerospace, defence, and marine applications.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.