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1636713

2030 年矽光電市場預測：按組件、技術、應用、最終用戶和地區進行的全球分析

Silicon Photonics Market Forecasts to 2030 - Global Analysis By Component (Lasers, Modulators, Detectors, Waveguides, Photonic Integrated Circuits (ICs), Amplifiers and Other Components), Technology, Application, End User and By Geography
出版日期: | 出版商: Stratistics Market Research Consulting | 英文 200+ Pages | 商品交期: 2-3個工作天內

價格

根據 Stratistics MRC 的數據，全球矽光電市場預計在 2024 年達到 22.8 億美元，到 2030 年將達到 82.7 億美元，預測期內的複合年成長率為 30.2%。

矽光電是一種利用矽作為介質來操縱光進行資料傳輸和資料的技術。在矽晶片上整合雷射、調變和檢測器等光子設備可以實現高速光纖通訊和運算。矽光電利用矽的半導體特性，實現小型化和具成本效益的大規模生產。它廣泛應用於資料中心、通訊和高效能運算。

根據2023年的調查，全球135個國家總合6,603個資料中心。其中，德國有310個資料中心，法國有204個，英國有345個，西班牙有97個。

高速資料傳輸的需求日益增加

通訊、資料中心和雲端處理等產業的資料消耗不斷增加，推動著對更快、更有效率的通訊技術的需求。矽光電利用基於光的傳輸而不是傳統的電訊號，在速度、頻寬和能源效率方面具有顯著優勢。透過在大容量應用中實現更高的資料傳輸速度、更低的延遲和更高的性能，矽光電正在支持下一代通訊系統的發展並刺激市場擴張。

材料相容性有限

矽光電主要依賴矽，這限制了材料相容性，並限制了特定光學功能所需的其他材料的整合，例如高效的光產生和檢測。與磷化銦和砷化鎵等材料缺乏相容性，影響了擴充性、功能性和與現有系統的整合，減緩了創新，並阻礙了矽光電在感測器、雷射和先進通訊等應用領域的市場成長。

設備小型化

更小的設備尺寸可以實現更緊湊、更強大的系統，運行速度更快、功耗更低。隨著資料中心、通訊和消費性電子等領域對高頻寬、低延遲通訊的需求不斷成長，小型化設備正在滿足對更高效能和更小尺寸的需求。這些進步有助於解決功耗和可擴展性等挑戰，推動市場擴張，並將矽光電定位為現代運算和通訊的關鍵技術。

初期開發成本高

由於將光學元件與矽晶片整合所涉及的製造流程複雜，因此矽光電需要較高的初始開發成本。對專業製造設備、先進材料和熟練勞動力的需求增加了成本。此外，針對特定應用設計和最佳化矽光子裝置需要大量的研發投入。如此高的前期成本可能會減緩採用速度並抑制整體市場的成長。

COVID-19 的影響

COVID-19 疫情暫時擾亂了矽光電市場，由於供應鏈中斷和勞動力短缺，影響了製造、研發活動。然而，疫情加速了對先進通訊系統、資料中心和醫療保健技術的需求，推動了矽光電的長期成長。遠端工作的轉變和對雲端基礎的服務的增加依賴進一步推動了對高速資料傳輸解決方案的需求。疫情後的復甦見證了該行業的投資和技術進步的復甦。

預計在預測期內，有源矽光電部分將成為最大的部分。

預計在整個預測期內，有源矽光電領域將佔據最大的市場佔有率。主動矽光電是將主動電子元件與光子系統結合，實現高速資料傳輸、處理和感測的前沿領域。透過結合矽技術和光電的優勢，該部門為通訊、資料中心和量子計算提供解決方案。這項技術有可能徹底改變需要快速、有效率的資料通訊和先進計算的產業。

資料中心部門預計在預測期內實現最高複合年成長率

預計預測期內資料中心部分將以最高的複合年成長率成長。資料中心的矽光電可以使用光而不是電訊號來實現更快、更節能的資料傳輸。該技術可實現伺服器和儲存系統之間更快的互連，從而降低消費量並提高資料中心整體效能。矽光電還能實現更緊湊的設計，有助於減少現代資料中心的空間和電力需求。

比最大的地區

由於資料中心的擴張、5G 網路的日益普及以及人工智慧 (AI) 和機器學習應用的興起，預計亞太地區將在預測期內佔據最大的市場佔有率。中國、日本和韓國等國家在半導體製造和研究領域處於領先地位，推動矽光電的創新。此外，政府的舉措和研發投資進一步推動了市場發展，使該地區成為矽光電的全球中心。

複合年成長率最高的地區：

由於北美專注於資料通訊、高效能運算和通訊領域的技術創新和進步，預計預測期內北美將出現最高的複合年成長率。美國和加拿大是主要參與者，其科技巨頭、大學和半導體製造商在研發方面投入了大量資金。此外，雲端運算、5G 網路和資料中心的日益普及進一步推動了市場擴張。

免費客製化服務：

訂閱此報告的客戶可享有以下免費自訂選項之一：

  • 公司簡介
    • 全面分析其他市場參與者（最多 3 家公司）
    • 主要企業的 SWOT 分析（最多 3 家公司）
  • 地理細分
    • 根據客戶興趣對主要國家進行的市場估計、預測和複合年成長率（註：基於可行性檢查）
  • 競爭性基準化分析
    • 根據產品系列、地理分佈和策略聯盟對主要企業進行基準化分析

目錄

第1章執行摘要

第 2 章 前言

  • 概述
  • 相關利益者
  • 研究範圍
  • 調查方法
    • 資料探勘
    • 資料分析
    • 資料檢驗
    • 研究途徑
  • 研究資訊來源
    • 主要研究資訊來源
    • 二手研究資料資訊來源
    • 先決條件

第3章 市場走勢分析

  • 驅動程式
  • 限制因素
  • 機會
  • 威脅
  • 技術分析
  • 應用分析
  • 最終用戶分析
  • 新興市場
  • COVID-19 的影響

第 4 章 波特五力分析

  • 供應商的議價能力
  • 買家的議價能力
  • 替代品的威脅
  • 新進入者的威脅
  • 競爭對手之間的競爭

5. 全球矽光電市場（依組件分類）

  • 雷射
  • 調變
  • 檢測器
  • 波導
  • 光子積體電路 (IC)
  • 擴大機
  • 其他組件

6. 全球矽光電市場（依技術分類）

  • 有源矽光電
  • 無源矽光電

第7章 全球矽光電市場（依應用）

  • 光學同調斷層掃描(OCT)
  • 測試與測量
  • 積體光學電路
  • 感測
  • 量子計算
  • 光訊號處理
  • 自動化
  • 其他用途

第 8 章 全球矽光電市場（依最終用戶）

  • 通訊業者
  • 資料中心
  • 醫療保健提供者
  • 電子製造商
  • 汽車公司
  • 航太和國防組織
  • 其他最終用戶

9. 全球矽光電市場（按地區）

  • 北美洲
    • 美國
    • 加拿大
    • 墨西哥
  • 歐洲
    • 德國
    • 英國
    • 義大利
    • 法國
    • 西班牙
    • 其他歐洲國家
  • 亞太地區
    • 日本
    • 中國
    • 印度
    • 澳洲
    • 紐西蘭
    • 韓國
    • 其他亞太地區
  • 南美洲
    • 阿根廷
    • 巴西
    • 智利
    • 南美洲其他地區
  • 中東和非洲
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 卡達
    • 南非
    • 其他中東和非洲地區

第10章 主要進展

  • 協議、夥伴關係、合作和合資企業
  • 收購與合併
  • 新產品發布
  • 業務擴展
  • 其他關鍵策略

第11章 公司概況

  • Intel Corporation
  • Cisco Systems Inc.
  • IBM Corporation
  • Juniper Networks Inc.
  • Nokia Corporation
  • Broadcom Inc.
  • Lumentum Operations LLC
  • SAMSUNG Electronics Corporation
  • Apple Inc.
  • STMicroelectronics
  • Raytheon Technologies Corporation
  • Infinera Corporation
  • Finisar Corporation
  • Analog Devices Inc.
  • Lightwave Logic Inc.
  • DustPhotonics
  • Tower Semiconductor Limited
  • GlobalFoundries Inc.
  • Huawei Technologies Corporation
  • Rockley Photonics
Product Code: SMRC28354

According to Stratistics MRC, the Global Silicon Photonics Market is accounted for $2.28 billion in 2024 and is expected to reach $8.27 billion by 2030 growing at a CAGR of 30.2% during the forecast period. Silicon photonics is a technology that uses silicon as a medium to manipulate light for data transmission and processing. It integrates photonic devices, such as lasers, modulators, and detectors, on a silicon chip, enabling high-speed optical communication and computing. Silicon photonics leverages the advantages of silicon's semiconductor properties, allowing for miniaturization and cost-effective mass production. It is widely applied in data centers, telecommunications, and high-performance computing.

According to a researcher's survey in 2023, there were a total of 6,603 data centers present among the listed 135 countries across the world. Among these, 310 data centers were present in Germany, 204 in France, 345 in the U.K., and 97 in Spain.

Market Dynamics:

Driver:

Increasing demand for high-speed data transmission

As data consumption rises across industries such as telecommunications, data centers, and cloud computing, the need for faster, more efficient communication technologies intensifies. Silicon photonics, which leverages light-based transmission rather than traditional electrical signals, offers significant advantages in terms of speed, bandwidth, and energy efficiency. By enabling faster data transfer rates, reduced latency, and improved performance in high-volume applications, silicon photonics supports the development of next-generation communication systems, fueling market expansion.

Restraint:

Limited materials compatibility

Silicon photonics has limited materials compatibility because it primarily relies on silicon, which restricts the integration of other materials needed for certain optical functionalities, such as efficient light generation or detection. The lack of compatibility with materials like indium phosphide or gallium arsenide affects scalability, functionality, and integration with existing systems, slowing innovation and hindering the market growth of silicon photonics in applications like sensors, lasers, and advanced telecommunications.

Opportunity:

Miniaturization of devices

The miniaturization of devices enables more compact, powerful systems that can operate at higher speeds and lower power consumption. As demand for high-bandwidth, low-latency communication in sectors like data centers, telecommunications, and consumer electronics rises, miniaturized devices meet the need for improved performance and reduced size. These advancements help address challenges like power consumption and scalability, propelling market expansion and positioning silicon photonics as a key technology in modern computing and communication.

Threat:

High initial development costs

Silicon photonics requires high initial development costs due to the complex fabrication processes involved in integrating optical components with silicon chips. The need for specialized manufacturing equipment, advanced materials, and skilled labor adds to the expenses. Additionally, designing and optimizing silicon photonic devices for specific applications demands significant research and development investment. These high upfront costs can slow down their adoption, thus hampering overall market growth.

Covid-19 Impact

The covid-19 pandemic temporarily disrupted the silicon photonics market, affecting manufacturing, research, and development activities due to supply chain interruptions and labor shortages. However, the pandemic also accelerated demand for advanced communication systems, data centers, and healthcare technologies, driving long-term growth in silicon photonics. The shift to remote work and increased reliance on cloud-based services further boosted demand for high-speed data transmission solutions. Post-pandemic recovery has led to resurgence in investment and technological advancements in this sector.

The active silicon photonics segment is expected to be the largest during the forecast period

The active silicon photonics segment is predicted to secure the largest market share throughout the forecast period. Active silicon photonics is a cutting-edge field that integrates active electronic devices with photonic systems to enable high-speed data transmission, processing, and sensing. By combining the benefits of silicon technology and photonics, this sector offers solutions for telecommunications, data centers, and quantum computing. This technology has the potential to revolutionize industries requiring fast, efficient data communication and advanced computing.

The data centers segment is expected to have the highest CAGR during the forecast period

The data centers segment is anticipated to witness the highest CAGR during the forecast period. Silicon photonics in data centers enables high-speed, energy-efficient data transmission using light instead of electrical signals. This technology allows faster interconnection between servers and storage systems, lowering energy consumption and enhancing overall data center performance. Silicon photonics also facilitates more compact designs, contributing to the reduction of space and power requirements in modern data centers.

Region with largest share:

Asia Pacific is expected to register the largest market share during the forecast period driven by the expansion of data centers, growing adoption of 5G networks, and the rise of artificial intelligence (AI) and machine learning applications. Countries like China, Japan, and South Korea are leading in semiconductor manufacturing and research, fostering innovation in silicon photonics. Additionally, government initiatives and investments in R&D further support market development, positioning the region as a global hub for silicon photonics advancements.

Region with highest CAGR:

North America is expected to witness the highest CAGR over the forecast period due to the region's strong focus on technological innovation and advancements in data communications, high-performance computing, and telecommunication sectors. The U.S. and Canada are key players, with significant investments in research and development, particularly from tech giants, universities, and semiconductor manufacturers. Additionally, the growing adoption of cloud computing, 5G networks, and data centers further drives market expansion.

Key players in the market

Some of the key players profiled in the Silicon Photonics Market include Intel Corporation, Cisco Systems Inc., IBM Corporation, Juniper Networks Inc., Nokia Corporation, Broadcom Inc., Lumentum Operations LLC, SAMSUNG Electronics Corporation, Apple Inc., STMicroelectronics, Raytheon Technologies Corporation, Infinera Corporation, Finisar Corporation, Analog Devices Inc., Lightwave Logic Inc., DustPhotonics, Tower Semiconductor Limited, GlobalFoundries Inc., Huawei Technologies Corporation and Rockley Photonics.

Key Developments:

In November 2024, Tower Semiconductor has introduced its 300mm Silicon Photonics process as a standard foundry offering, enhancing its 200mm platform. The larger wafer size increases compatibility with industry-standard platforms, simplifying integration with electronic components. This development provides a seamless transition for existing customers, positioning Tower to support growing demands in high-speed data communications.

In September 2024, DustPhotonics has unveiled an industry-first merchant 1.6Tb/s silicon photonics engine, targeting AI and hyperscale data center applications. This innovation promises to address the growing demand for high-speed, high-capacity interconnects in data centers and AI workloads, offering unprecedented bandwidth and low latency.

Components Covered:

  • Lasers
  • Modulators
  • Detectors
  • Waveguides
  • Photonic Integrated Circuits (ICs)
  • Amplifiers
  • Other Components

Technologies Covered:

  • Active Silicon Photonics
  • Passive Silicon Photonics

Applications Covered:

  • Optical Coherence Tomography (OCT)
  • Test & Measurement
  • Integrated Photonic Circuits
  • Sensing
  • Quantum Computing
  • Optical Signal Processing
  • Automation
  • Other Applications

End Users Covered:

  • Telecommunications Providers
  • Data Centers
  • Medical & Healthcare Providers
  • Electronics Manufacturers
  • Automotive Companies
  • Aerospace & Defense Organizations
  • Other End Users

Regions Covered:

  • North America
    • US
    • Canada
    • Mexico
  • Europe
    • Germany
    • UK
    • Italy
    • France
    • Spain
    • Rest of Europe
  • Asia Pacific
    • Japan
    • China
    • India
    • Australia
    • New Zealand
    • South Korea
    • Rest of Asia Pacific
  • South America
    • Argentina
    • Brazil
    • Chile
    • Rest of South America
  • Middle East & Africa
    • Saudi Arabia
    • UAE
    • Qatar
    • South Africa
    • Rest of Middle East & Africa

What our report offers:

  • Market share assessments for the regional and country-level segments
  • Strategic recommendations for the new entrants
  • Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
  • Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
  • Strategic recommendations in key business segments based on the market estimations
  • Competitive landscaping mapping the key common trends
  • Company profiling with detailed strategies, financials, and recent developments
  • Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

  • Company Profiling
    • Comprehensive profiling of additional market players (up to 3)
    • SWOT Analysis of key players (up to 3)
  • Regional Segmentation
    • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
  • Competitive Benchmarking
    • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

  • 2.1 Abstract
  • 2.2 Stake Holders
  • 2.3 Research Scope
  • 2.4 Research Methodology
    • 2.4.1 Data Mining
    • 2.4.2 Data Analysis
    • 2.4.3 Data Validation
    • 2.4.4 Research Approach
  • 2.5 Research Sources
    • 2.5.1 Primary Research Sources
    • 2.5.2 Secondary Research Sources
    • 2.5.3 Assumptions

3 Market Trend Analysis

  • 3.1 Introduction
  • 3.2 Drivers
  • 3.3 Restraints
  • 3.4 Opportunities
  • 3.5 Threats
  • 3.6 Technology Analysis
  • 3.7 Application Analysis
  • 3.8 End User Analysis
  • 3.9 Emerging Markets
  • 3.10 Impact of Covid-19

4 Porters Five Force Analysis

  • 4.1 Bargaining power of suppliers
  • 4.2 Bargaining power of buyers
  • 4.3 Threat of substitutes
  • 4.4 Threat of new entrants
  • 4.5 Competitive rivalry

5 Global Silicon Photonics Market, By Component

  • 5.1 Introduction
  • 5.2 Lasers
  • 5.3 Modulators
  • 5.4 Detectors
  • 5.5 Waveguides
  • 5.6 Photonic Integrated Circuits (ICs)
  • 5.7 Amplifiers
  • 5.8 Other Components

6 Global Silicon Photonics Market, By Technology

  • 6.1 Introduction
  • 6.2 Active Silicon Photonics
  • 6.3 Passive Silicon Photonics

7 Global Silicon Photonics Market, By Application

  • 7.1 Introduction
  • 7.2 Optical Coherence Tomography (OCT)
  • 7.3 Test & Measurement
  • 7.4 Integrated Photonic Circuits
  • 7.5 Sensing
  • 7.6 Quantum Computing
  • 7.7 Optical Signal Processing
  • 7.8 Automation
  • 7.9 Other Applications

8 Global Silicon Photonics Market, By End User

  • 8.1 Introduction
  • 8.2 Telecommunications Providers
  • 8.3 Data Centers
  • 8.4 Medical & Healthcare Providers
  • 8.5 Electronics Manufacturers
  • 8.6 Automotive Companies
  • 8.7 Aerospace & Defense Organizations
  • 8.8 Other End Users

9 Global Silicon Photonics Market, By Geography

  • 9.1 Introduction
  • 9.2 North America
    • 9.2.1 US
    • 9.2.2 Canada
    • 9.2.3 Mexico
  • 9.3 Europe
    • 9.3.1 Germany
    • 9.3.2 UK
    • 9.3.3 Italy
    • 9.3.4 France
    • 9.3.5 Spain
    • 9.3.6 Rest of Europe
  • 9.4 Asia Pacific
    • 9.4.1 Japan
    • 9.4.2 China
    • 9.4.3 India
    • 9.4.4 Australia
    • 9.4.5 New Zealand
    • 9.4.6 South Korea
    • 9.4.7 Rest of Asia Pacific
  • 9.5 South America
    • 9.5.1 Argentina
    • 9.5.2 Brazil
    • 9.5.3 Chile
    • 9.5.4 Rest of South America
  • 9.6 Middle East & Africa
    • 9.6.1 Saudi Arabia
    • 9.6.2 UAE
    • 9.6.3 Qatar
    • 9.6.4 South Africa
    • 9.6.5 Rest of Middle East & Africa

10 Key Developments

  • 10.1 Agreements, Partnerships, Collaborations and Joint Ventures
  • 10.2 Acquisitions & Mergers
  • 10.3 New Product Launch
  • 10.4 Expansions
  • 10.5 Other Key Strategies

11 Company Profiling

  • 11.1 Intel Corporation
  • 11.2 Cisco Systems Inc.
  • 11.3 IBM Corporation
  • 11.4 Juniper Networks Inc.
  • 11.5 Nokia Corporation
  • 11.6 Broadcom Inc.
  • 11.7 Lumentum Operations LLC
  • 11.8 SAMSUNG Electronics Corporation
  • 11.9 Apple Inc.
  • 11.10 STMicroelectronics
  • 11.11 Raytheon Technologies Corporation
  • 11.12 Infinera Corporation
  • 11.13 Finisar Corporation
  • 11.14 Analog Devices Inc.
  • 11.15 Lightwave Logic Inc.
  • 11.16 DustPhotonics
  • 11.17 Tower Semiconductor Limited
  • 11.18 GlobalFoundries Inc.
  • 11.19 Huawei Technologies Corporation
  • 11.20 Rockley Photonics

List of Tables

  • Table 1 Global Silicon Photonics Market Outlook, By Region (2022-2030) ($MN)
  • Table 2 Global Silicon Photonics Market Outlook, By Component (2022-2030) ($MN)
  • Table 3 Global Silicon Photonics Market Outlook, By Lasers (2022-2030) ($MN)
  • Table 4 Global Silicon Photonics Market Outlook, By Modulators (2022-2030) ($MN)
  • Table 5 Global Silicon Photonics Market Outlook, By Detectors (2022-2030) ($MN)
  • Table 6 Global Silicon Photonics Market Outlook, By Waveguides (2022-2030) ($MN)
  • Table 7 Global Silicon Photonics Market Outlook, By Photonic Integrated Circuits (ICs) (2022-2030) ($MN)
  • Table 8 Global Silicon Photonics Market Outlook, By Amplifiers (2022-2030) ($MN)
  • Table 9 Global Silicon Photonics Market Outlook, By Other Components (2022-2030) ($MN)
  • Table 10 Global Silicon Photonics Market Outlook, By Technology (2022-2030) ($MN)
  • Table 11 Global Silicon Photonics Market Outlook, By Active Silicon Photonics (2022-2030) ($MN)
  • Table 12 Global Silicon Photonics Market Outlook, By Passive Silicon Photonics (2022-2030) ($MN)
  • Table 13 Global Silicon Photonics Market Outlook, By Application (2022-2030) ($MN)
  • Table 14 Global Silicon Photonics Market Outlook, By Optical Coherence Tomography (OCT) (2022-2030) ($MN)
  • Table 15 Global Silicon Photonics Market Outlook, By Test & Measurement (2022-2030) ($MN)
  • Table 16 Global Silicon Photonics Market Outlook, By Integrated Photonic Circuits (2022-2030) ($MN)
  • Table 17 Global Silicon Photonics Market Outlook, By Sensing (2022-2030) ($MN)
  • Table 18 Global Silicon Photonics Market Outlook, By Quantum Computing (2022-2030) ($MN)
  • Table 19 Global Silicon Photonics Market Outlook, By Optical Signal Processing (2022-2030) ($MN)
  • Table 20 Global Silicon Photonics Market Outlook, By Automation (2022-2030) ($MN)
  • Table 21 Global Silicon Photonics Market Outlook, By Other Applications (2022-2030) ($MN)
  • Table 22 Global Silicon Photonics Market Outlook, By End User (2022-2030) ($MN)
  • Table 23 Global Silicon Photonics Market Outlook, By Telecommunications Providers (2022-2030) ($MN)
  • Table 24 Global Silicon Photonics Market Outlook, By Data Centers (2022-2030) ($MN)
  • Table 25 Global Silicon Photonics Market Outlook, By Medical & Healthcare Providers (2022-2030) ($MN)
  • Table 26 Global Silicon Photonics Market Outlook, By Electronics Manufacturers (2022-2030) ($MN)
  • Table 27 Global Silicon Photonics Market Outlook, By Automotive Companies (2022-2030) ($MN)
  • Table 28 Global Silicon Photonics Market Outlook, By Aerospace & Defense Organizations (2022-2030) ($MN)
  • Table 29 Global Silicon Photonics Market Outlook, By Other End Users (2022-2030) ($MN)

Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.