세계의 광 트랜시버 시장 규모 조사 및 예측 : 전송 속도별, 전송 거리별, 폼팩터별, 용도별, 지역별 분석(2023-2030년)

Global Optical Transceiver Market is valued approximately at USD 9.39 billion in 2022 and is anticipated to grow with a healthy growth rate of more than 17% over the forecast period 2023-2030. An optical transceiver is a compact electronic device utilized in telecommunications and networking to transmit and receive data via optical signals. It serves as a crucial intermediary between electrical and optical systems, converting electrical signals into optical signals for transmission over fiber optic cables, and vice versa. Optical transceivers play a vital role in modern data transmission infrastructure by enabling high-speed, long-distance communication with minimal signal loss and electromagnetic interference. Optical transceivers are essential components that facilitate the efficient and reliable exchange of data across vast networks, contributing to the seamless operation of telecommunications systems and internet connectivity worldwide. The surge in demand for compact and energy-efficient transceivers, growth in the importance of mega data centers, as well as growing focus on 5G network the most prominent factors that are propelling the market demand across the globe.

In addition, the surge in mobile data traffic can be primarily attributed to the expanding user base of smartphones, the proliferation of data-intensive applications, and the growing trend of social media video streaming among users. For instance, according to Statista, in 2021, total number of smartphone subscriptions was estimated to account with 6,269 million worldwide and the amount is continuously growing and likely to reach to 7,690 million by 2027. This overall upsurge in data consumption drives the demand for transceivers capable of managing the escalating data volumes effectively. In the dynamic landscape of data communication, transceivers assume a critical role, facilitating the seamless transmission of information across vast distances with minimal latency and maximum speed. Optical transceivers serve as indispensable connectors between electronic and optical signals, enabling the precise and reliable transfer of data through optical fibers. Their ability to ensure long-distance transmission with unparalleled precision and reliability underscores their importance in sustaining the efficiency and functionality of modern communication networks. Thus, increasing adoption of smart devices and rise in data traffic further acts as a primary factor that is stipulating the demand of the optical transceiver in the global market. Moreover, the rise in expansion of telecom infrastructure in developing economies, as well as the increasing demand for cloud-based services presents various lucrative opportunities over the forecast years. However, the increase in network complexity, along with the device compatibility and sustainability issues are hindering the market growth throughout the forecast period of 2023-2030.

The key regions considered for the Global Optical Transceiver Market study include Asia Pacific, North America, Europe, Latin America, and Middle East & Africa. North America dominated the market in 2022 with largest market share owing to the highly developed telecommunications infrastructure, rise in adoption of 5G technology, the concentration of major industry players, and rapid expansion of data center facilities. Whereas, Asia Pacific region is expected to grow at the highest CAGR over the forecast years. The increasing cloud adoption, accelerated deployment of 5G technology, surging demand for high-speed internet services, and the expansion of data center infrastructure are significantly propelling the market demand across the region. According to insights from GSMA, the Asia Pacific region witnessed a boost of over 1.73 billion unique mobile subscribers in 2022, with projections indicating an anticipated addition of USD 130 billion to the region's economy by 2030.

Major market players included in this report are:

• Coherent Corp. (U.S.)
• InnoLight Technology (China)
• HiSilicon Optoelectronics Co., Ltd. (China)
• Cisco Systems, Inc. (U.S.)
• Broadcom Inc. (U.S.)
• Eoptolink Technology Inc., Ltd. (China)
• Accelink Technology Co. Ltd (China)
• Molex, LLC (U.S.)
• ATOP Corporation (China)
• Lumentum Operations LLC (U.S.)

Recent Developments in the Market:

• In November 2023, Lumentum Operations LLC, a prominent producer of optical and photonic technologies, completed the acquisition of Cloud Light Technology Limited, a manufacturer specializing in optical fiber transceivers and solutions, at a transaction value around USD 750 million. This strategic initiative is poised to significantly enhance Lumentum's revenue from cloud data center infrastructure.
• In September 2023, Tower Semiconductor, a leading semiconductor manufacturer, partnered with InnoLight Technology to develop advanced high-speed optical transceivers utilizing Tower's Silicon Photonics process platform (PH18). These new transceivers are designed to address the growing requirements of data center and telecommunication applications.
• In February 2023, Hamamatsu Photonics K.K. developed the optical transceiver P16671-01AS, utilizing advanced opto-semiconductor manufacturing technology capable of transmitting data at 1.25 Gbps. This cutting-edge transceiver is specifically engineered to meet the demanding requirements of scientific, medical, and semiconductor manufacturing equipment applications.

Global Optical Transceiver Market Report Scope:

• Historical Data - 2020 - 2021
• Base Year for Estimation - 2022
• Forecast period - 2023-2030
• Report Coverage - Revenue forecast, Company Ranking, Competitive Landscape, Growth factors, and Trends
• Segments Covered - Transmission Rate, Transmission Distance, Form Factor, Application, Region
• Regional Scope - North America; Europe; Asia Pacific; Latin America; Middle East & Africa
• Customization Scope - Free report customization (equivalent up to 8 analyst's working hours) with purchase. Addition or alteration to country, regional & segment scope*

The objective of the study is to define market sizes of different segments & countries in recent years and to forecast the values to the coming years. The report is designed to incorporate both qualitative and quantitative aspects of the industry within countries involved in the study.

The report also caters detailed information about the crucial aspects such as driving factors & challenges which will define the future growth of the market. Additionally, it also incorporates potential opportunities in micro markets for stakeholders to invest along with the detailed analysis of competitive landscape and product offerings of key players. The detailed segments and sub-segment of the market are explained below:

By Transmission Rate:

• Less than 10 Gbps
• 10 Gbps to 40 Gbps
• 41 Gbps to 100 Gbps
• Beyond 100 Gbps

By Transmission Distance:

• Short Distance
• Long Distance

By Form Factor:

• SFP
• SFP+
• CFP
• QSFP
• Others (XFP, CXP, and others)

By Application:

• Telecommunication
• Data Centers
• Enterprise Networking
• Others

By Region:

• North America
• U.S.
• Canada
• Europe
• UK
• Germany
• France
• Spain
• Italy
• ROE
• Asia Pacific
• China
• India
• Japan
• Australia
• South Korea
• RoAPAC
• Latin America
• Brazil
• Mexico
• Middle East & Africa
• Saudi Arabia
• South Africa
• Rest of Middle East & Africa

Table of Contents

Chapter 1.Executive Summary

• 1.1.Market Snapshot
• 1.2.Global & Segmental Market Estimates & Forecasts, 2020-2030 (USD Billion)
  • 1.2.1.Optical Transceiver Market, by region, 2020-2030 (USD Billion)
  • 1.2.2.Optical Transceiver Market, by Transmission Rate, 2020-2030 (USD Billion)
  • 1.2.3.Optical Transceiver Market, by Transmission Distance, 2020-2030 (USD Billion)
  • 1.2.4.Optical Transceiver Market, by Form Factor, 2020-2030 (USD Billion)
  • 1.2.5.Optical Transceiver Market, by Application, 2020-2030 (USD Billion)
• 1.3.Key Trends
• 1.4.Estimation Methodology
• 1.5.Research Assumption

Chapter 2.Global Optical Transceiver Market Definition and Scope

• 2.1.Objective of the Study
• 2.2.Market Definition & Scope
  • 2.2.1.Industry Evolution
  • 2.2.2.Scope of the Study
• 2.3.Years Considered for the Study
• 2.4.Currency Conversion Rates

Chapter 3.Global Optical Transceiver Market Dynamics

• 3.1.Optical Transceiver Market Impact Analysis (2020-2030)
  • 3.1.1.Market Drivers
    • 3.1.1.1.Increase in adoption of smart devices and rise in data traffic
    • 3.1.1.2.Rising focus on 5G network
  • 3.1.2.Market Challenges
    • 3.1.2.1.Network complexity
    • 3.1.2.2.Device compatibility and sustainability issues
  • 3.1.3.Market Opportunities
    • 3.1.3.1.Rise in the expansion of telecom infrastructure in developing economies
    • 3.1.3.2.Increasing demand for cloud-based services

Chapter 4.Global Optical Transceiver Market: Industry Analysis

• 4.1.Porter's 5 Force Model
  • 4.1.1.Bargaining Power of Suppliers
  • 4.1.2.Bargaining Power of Buyers
  • 4.1.3.Threat of New Entrants
  • 4.1.4.Threat of Substitutes
  • 4.1.5.Competitive Rivalry
• 4.2.Porter's 5 Force Impact Analysis
• 4.3.PEST Analysis
  • 4.3.1.Political
  • 4.3.2.Economic
  • 4.3.3.Social
  • 4.3.4.Technological
  • 4.3.5.Environmental
  • 4.3.6.Legal
• 4.4.Top investment opportunity
• 4.5.Top winning strategies
• 4.6.COVID-19 Impact Analysis
• 4.7.Disruptive Trends
• 4.8.Industry Expert Perspective
• 4.9.Analyst Recommendation & Conclusion

Chapter 5.Global Optical Transceiver Market, by Transmission Rate

• 5.1.Market Snapshot
• 5.2.Global Optical Transceiver Market by Transmission Rate, Performance - Potential Analysis
• 5.3.Global Optical Transceiver Market Estimates & Forecasts by Transmission Rate 2020-2030 (USD Billion)
• 5.4.Optical Transceiver Market, Sub Segment Analysis
  • 5.4.1.Less than 10 Gbps
  • 5.4.2.10 Gbps to 40 Gbps
  • 5.4.3.41 Gbps to 100 Gbps
  • 5.4.4.Beyond 100 Gbps

Chapter 6.Global Optical Transceiver Market, by Transmission Distance

• 6.1.Market Snapshot
• 6.2.Global Optical Transceiver Market by Transmission Distance, Performance - Potential Analysis
• 6.3.Global Optical Transceiver Market Estimates & Forecasts by Transmission Distance 2020-2030 (USD Billion)
• 6.4.Optical Transceiver Market, Sub Segment Analysis
  • 6.4.1.Short Distance
  • 6.4.2.Long Distance

Chapter 7.Global Optical Transceiver Market, by Form Factor

• 7.1.Market Snapshot
• 7.2.Global Optical Transceiver Market by Form Factor, Performance - Potential Analysis
• 7.3.Global Optical Transceiver Market Estimates & Forecasts by Form Factor 2020-2030 (USD Billion)
• 7.4.Optical Transceiver Market, Sub Segment Analysis
  • 7.4.1.SFP
  • 7.4.2.SFP+
  • 7.4.3.CFP
  • 7.4.4.QSFP
  • 7.4.5.Others

Chapter 8.Optical Transceiver Market, by Application

• 8.1.Market Snapshot
• 8.2.Global Optical Transceiver Market by Application, Performance - Potential Analysis
• 8.3.Global Optical Transceiver Market Estimates & Forecasts by Application 2020-2030 (USD Billion)
• 8.4.Optical Transceiver Market, Sub Segment Analysis
  • 8.4.1.Telecommunication
  • 8.4.2.Data Centers
  • 8.4.3.Enterprise Networking
  • 8.4.4.Others

Chapter 9.Global Optical Transceiver Market, Regional Analysis

• 9.1.Top Leading Countries
• 9.2.Top Emerging Countries
• 9.3.Optical Transceiver Market, Regional Market Snapshot
• 9.4.North America Optical Transceiver Market
  • 9.4.1.U.S. Optical Transceiver Market
    • 9.4.1.1.Transmission Rate breakdown estimates & forecasts, 2020-2030
    • 9.4.1.2.Transmission Distance breakdown estimates & forecasts, 2020-2030
    • 9.4.1.3.Form Factor breakdown estimates & forecasts, 2020-2030
    • 9.4.1.4.Application breakdown estimates & forecasts, 2020-2030
  • 9.4.2.Canada Optical Transceiver Market
• 9.5.Europe Optical Transceiver Market Snapshot
  • 9.5.1.U.K. Optical Transceiver Market
  • 9.5.2.Germany Optical Transceiver Market
  • 9.5.3.France Optical Transceiver Market
  • 9.5.4.Spain Optical Transceiver Market
  • 9.5.5.Italy Optical Transceiver Market
  • 9.5.6.Rest of Europe Optical Transceiver Market
• 9.6.Asia-Pacific Optical Transceiver Market Snapshot
  • 9.6.1.China Optical Transceiver Market
  • 9.6.2.India Optical Transceiver Market
  • 9.6.3.Japan Optical Transceiver Market
  • 9.6.4.Australia Optical Transceiver Market
  • 9.6.5.South Korea Optical Transceiver Market
  • 9.6.6.Rest of Asia Pacific Optical Transceiver Market
• 9.7.Latin America Optical Transceiver Market Snapshot
  • 9.7.1.Brazil Optical Transceiver Market
  • 9.7.2.Mexico Optical Transceiver Market
• 9.8.Middle East & Africa Optical Transceiver Market
  • 9.8.1.Saudi Arabia Optical Transceiver Market
  • 9.8.2.South Africa Optical Transceiver Market
  • 9.8.3.Rest of Middle East & Africa Optical Transceiver Market

Chapter 10.Competitive Intelligence

• 10.1.Key Company SWOT Analysis
  • 10.1.1.Company 1
  • 10.1.2.Company 2
  • 10.1.3.Company 3
• 10.2.Top Market Strategies
• 10.3.Company Profiles
  • 10.3.1.Coherent Corp. (U.S.)
    • 10.3.1.1.Key Information
    • 10.3.1.2.Overview
    • 10.3.1.3.Financial (Subject to Data Availability)
    • 10.3.1.4.Product Summary
    • 10.3.1.5.Recent Developments
  • 10.3.2.InnoLight Technology (China)
  • 10.3.3.HiSilicon Optoelectronics Co., Ltd. (China)
  • 10.3.4.Cisco Systems, Inc. (U.S.)
  • 10.3.5.Broadcom Inc. (U.S.)
  • 10.3.6.Eoptolink Technology Inc., Ltd. (China)
  • 10.3.7.Accelink Technology Co. Ltd (China)
  • 10.3.8.Molex, LLC (U.S.)
  • 10.3.9.ATOP Corporation (China)
  • 10.3.10.Lumentum Operations LLC (U.S.)

Chapter 11.Research Process

• 11.1.Research Process
  • 11.1.1.Data Mining
  • 11.1.2.Analysis
  • 11.1.3.Market Estimation
  • 11.1.4.Validation
  • 11.1.5.Publishing
• 11.2.Research Attributes
• 11.3.Research Assumption