市場調查報告書
商品編碼
1617093
2030 年被動光學元件市場預測:按元件類型、材料類型、應用、最終用戶和地區進行的全球分析Passive Optical Components Market Forecasts to 2030 - Global Analysis by Component Type, Material Type, Application, End User and By Geography |
根據Stratistics MRC預測,2024年全球被動光元件市場規模將達579億美元,預計2030年將達到1,201億美元,預測期內複合年成長率為12.9%。
無源光學元件是無需外部電源即可改變光的裝置。用於光學系統中引導、濾波、反射和屈光光訊號。典型範例包括鏡子、透鏡、分光材料、光纖和波導管。這些功能對於通訊和光纖網路等多種應用至關重要。其被動性質意味著它不需要電力來運行,使其在處理視覺訊號方面可靠且高效。
根據電訊(ITU)預測,2023年全球網路用戶數將達50.2億。
資料中心和雲端處理的成長
資料中心和雲端運算的成長是被動光元件市場的主要驅動力。隨著企業越來越依賴雲端服務和資料存儲,對快速、可靠的資料傳輸的需求不斷增加。被動光學元件對於這些基礎設施至關重要,能夠以最小的功耗實現高效的資料傳輸。 5G 網路的擴展進一步加速了這一趨勢,5G 網路需要強大的光回程傳輸解決方案來支援不斷成長的資料流量和連接需求。
安裝和維護成本高
部署光纖網路需要專門的設備和熟練的勞動力,需要大量的資本投資。維護成本也很高,因為需要持續的技術支援來確保網路可靠性。這種經濟障礙可能會阻礙中小型企業採用被動光技術並限制市場滲透。
加大光纖網路投資
光纖網路投資的增加為被動光元件市場提供了重大機會。隨著世界對高速網路和資訊服務的需求不斷增加,政府和私人公司正在大力投資升級通訊基礎設施。這些投資的重點是擴大光纖網路,以增強連接性並支援物聯網和智慧城市等新興技術。這為採用對於構建可擴展未來性的網路解決方案至關重要的被動光學組件創造了肥沃的土壤。
安全漏洞
安全漏洞對被動光元件市場構成重大威脅。隨著這些系統與數位技術的整合度越來越高,它們變得更容易受到網路攻擊,例如對被動光纖網路(PON) 的拒絕服務 (DoS) 攻擊。這些漏洞可能會破壞服務交付或洩露敏感資料,從而導致財務和聲譽損失。
COVID-19 大流行對被動光學元件市場產生了重大影響,加速了遠端工作和數位通訊的轉變。高速網路服務的需求增加刺激了光纖網路基礎設施的投資。然而,疫情也造成了供應鏈中斷和計劃延誤,影響了市場成長。儘管存在這些挑戰,但封鎖期間對數位連接的依賴凸顯了強大的光纖網路對於支持長期市場彈性和復甦的重要性。
預計通訊部門在預測期內將是最大的部門
在預測期內,通訊領域預計將主導市場佔有率,因為它在實現大規模網路高速資料傳輸方面發揮著重要作用。行動裝置和串流媒體服務的激增將推動對被動光學元件有效提供的增強頻寬功能的需求。隨著通訊業者擴展其光纖基礎設施以滿足不斷成長的消費者需求,該細分市場仍然是市場擴張的核心。
聚合物細分市場預計在預測期內複合年成長率最高
在預測期內,與玻璃等傳統材料相比,聚合物領域由於其輕質且經濟高效的特性,預計將呈現最高的成長率。聚合物的設計靈活性和易於安裝性使其對各種通訊和資料中心應用具有吸引力。隨著技術進步提高了基於聚合物的組件的性能特徵,下一代光纖網路中擴大採用基於聚合物的組件。
在預測期內,由於先進的通訊基礎設施和光纖技術的早期採用,北美地區預計將佔據最大的市場佔有率。投資網路升級的大型科技公司的存在進一步支持了該地區的優勢。此外,政府促進寬頻存取的舉措正在推動各領域對無源光學元件的需求。
在預測期內,由於快速都市化和寬頻基礎設施投資增加,預計亞太地區的複合年成長率最高。中國和印度等國家正在擴大光纖網路,以支持智慧城市計劃和增加網際網路使用。對增強數位連接的關注使亞太地區成為無源光學元件的主要成長地區。
According to Stratistics MRC, the Global Passive Optical Components Market is accounted for $57.9 billion in 2024 and is expected to reach $120.1 billion by 2030 growing at a CAGR of 12.9% during the forecast period. Passive light components are devices that change light without requiring an external power source. It is used in optical systems to guide, filter, reflect, or refract light signals. Typical examples include mirrors, lenses, light-splitting materials, optical fibers, and waveguides. These features are central to applications as diverse as telecommunications and fiber-optic networks. Their passive nature means that they require no electricity to operate, making them reliable and efficient in processing visual signals.
According to the International Telecommunication Union (ITU), the global number of internet users reached 5.02 billion in 2023.
Growth of data centers and cloud computing
The growth of data centers and cloud computing is a major driver for the passive optical components market. As businesses increasingly rely on cloud services and data storage, there is a heightened demand for high-speed, reliable data transmission. Passive optical components are essential in these infrastructures, providing efficient data transfer with minimal power consumption. This trend is further accelerated by the expansion of 5G networks, which require robust optical backhaul solutions to support increased data traffic and connectivity demands.
High costs of installation and maintenance
Deploying fiber optic networks involves substantial capital investment due to the need for specialized equipment and skilled labor. Maintenance can also be costly, as it requires ongoing technical support to ensure network reliability. These financial barriers can deter smaller companies from adopting passive optical technologies, limiting market penetration.
Increased investments in optical networks
Increased investments in optical networks offer a significant opportunity for the passive optical components market. As global demand for high-speed internet and data services grows, governments and private enterprises are investing heavily in upgrading telecommunications infrastructure. These investments focus on expanding fiber optic networks to enhance connectivity and support emerging technologies like IoT and smart cities. This creates a fertile ground for the adoption of passive optical components, which are integral to building scalable, future-proof network solutions.
Security vulnerabilities
Security vulnerabilities pose a notable threat to the passive optical components market. As these systems become more integrated with digital technologies, they are increasingly susceptible to cyberattacks, such as denial-of-service (DoS) attacks on passive optical networks (PONs). These vulnerabilities can disrupt service delivery and compromise sensitive data, leading to financial losses and reputational damage.
The Covid-19 pandemic significantly impacted the passive optical components market by accelerating the shift towards remote work and digital communication. This increased demand for high-speed internet services drove investments in optical network infrastructure. However, the pandemic also caused supply chain disruptions and project delays, affecting market growth. Despite these challenges, the reliance on digital connectivity during lockdowns underscored the importance of robust optical networks, supporting long-term market resilience and recovery.
The telecommunications segment is expected to be the largest during the forecast period
Over the forecasted timeframe, the telecommunications segment is anticipated to dominate the market share due to its critical role in enabling high-speed data transmission across vast networks. The proliferation of mobile devices and streaming services drives demand for enhanced bandwidth capabilities, which passive optical components provide efficiently. As telecom operators expand their fiber optic infrastructure to meet growing consumer needs, this segment continues to be a cornerstone of market expansion.
The polymer segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the polymer segment is predicted to witness the highest growth rate due to its lightweight properties and cost-effectiveness compared to traditional materials like glass. Polymers offer flexibility in design and ease of installation, making them attractive for various applications in telecommunications and data centers. As technological advancements improve their performance characteristics, polymer-based components are increasingly adopted in next-generation optical networks.
Over the forecast period, the North America region is anticipated to hold the largest market share due to its advanced telecommunication infrastructure and early adoption of fiber optic technologies. The presence of leading technology companies investing in network upgrades further supports regional dominance. Additionally, government initiatives promoting broadband access drive demand for passive optical components across various sectors.
During the forecast period, the Asia Pacific region is anticipated to register the highest CAGR due to rapid urbanization and increasing investments in broadband infrastructure. Countries like China and India are expanding their fiber optic networks to support smart city projects and growing internet usage. This regional focus on enhancing digital connectivity positions Asia Pacific as a key growth area for passive optical components.
Key players in the market
Some of the key players in Passive Optical Components Market include Huawei Technologies Co., Ltd., ZTE Corporation, Corning Incorporated, Broadcom Inc., Adtran, Inc., Ericsson, Motorola Solutions, Tellabs, Calix, Inc., Mitsubishi Electric Corporation, Marvell Technology Group, Alcatel-Lucent, Alliance Fiber Optic Products, Finisar Corporation, Microchip Technology Inc., Ikanos Communications, Macom Technology Solutions and PMC-Sierra.
In November 2024, Adtran announced its strategic collaboration with Sonic Fiber Internet to bring 50Gbit/s passive optical network (50G PON) connectivity to California. The partnership is a proactive step to ensure Sonic continues to deliver ultra-fast broadband services that meet the growing demand for higher capacity and faster speeds across the US.
In November 2024, POET Technologies, a designer and developer of the Optical Interposer, Photonic Integrated Circuits (PICs) and light sources for communication and AI markets, has announced that it has entered into collaboration with Mitsubishi Electric. The collaboration aims to co-develop integrated optical engine chipsets for 3.2T pluggable transceivers, an increasingly important product for optical connectivity in the rapidly growing artificial intelligence networking market. POET and Mitsubishi Electric will jointly support product demonstrations with major customers.
In December 2023, Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, has delivered two optical PAM4 digital signal processors (optical DSPs) to enable cloud operators to serve the exploding demand for AI, accelerated computing and cloud services by optimizing the performance, bandwidth and efficiency of the optical links connecting data infrastructure.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.