세계의 광 상호연결 시장 : 시장 규모, 점유율, 성장 및 산업 분석 - 유형별, 용도별, 지역별 인사이트 및 예측(2024-2032년)

Growth Factors of optical interconnect Market

The global optical interconnect market is expanding rapidly as demand for high-speed, low-latency, and energy-efficient data transmission increases across cloud computing, AI, telecommunications, and data center operations. The market size reached USD 13.87 billion in 2024, rising to USD 15.38 billion in 2025, and is projected to achieve USD 35.31 billion by 2032, driven by a CAGR of 12.6%. Optical interconnects-based on fiber optics and photonic components-are increasingly replacing copper-based systems due to their superior bandwidth, lower power consumption, and ability to support the massive data loads required by modern digital ecosystems. In 2024, North America led the market with a 34.75% share, propelled by early technology adoption and major investments in data center modernization.

Optical interconnects are vital for high-performance computing, AI workloads, and advanced networking environments. As data traffic accelerates due to digital transformation, cloud expansion, IoT growth, and edge computing, the importance of optical connectivity continues to rise. Companies such as Coherent Corp., Amphenol, and Fujitsu are contributing to market advancements with products including high-performance transceivers and silicon photonics-based solutions. Future growth is expected to center on improving durability, enhancing energy efficiency, and supporting emerging AI-driven infrastructure.

Impact of Generative AI

The surge in generative AI adoption is significantly intensifying the demand for high-capacity data centers. Training advanced AI models requires extremely fast data handling, and optical interconnects are essential for supporting these massive workloads. Their high bandwidth and low latency capabilities allow AI models to be trained and deployed at scale, strengthening their demand across global hyperscale facilities.

Market Trends

A major trend is the escalating need for higher bandwidth capacity, driven by exponential data growth, real-time applications, and expanding cloud networks. Hyperscale and colocation data centers worldwide are upgrading to high-speed optical interconnects to reduce network congestion and accommodate multi-cloud architectures. Moreover, applications such as smart gaming, autonomous vehicles, and wireless communication continue to accelerate market expansion.

Market Dynamics

Drivers

The increasing demand for communication bandwidth due to cloud computing, AI, and high-performance computing is a key driver. As companies such as Amazon, Microsoft, and Google expand their global data center footprints, optical interconnects become essential for high-speed, energy-efficient data transmission.

Restraints

Market growth is hindered by slow commercialization due to high manufacturing costs, specialized materials, and technical challenges related to signal conversion, packaging, and thermal management.

Opportunities

A growing number of organizations are investing heavily in data center deployment, significantly boosting demand for advanced interconnect technologies.

Segmentation Overview

By Product Type

In 2024, optical transceivers dominated with 24.55% market share, driven by rapid growth in data traffic and rollout of 5G networks. Cable assemblies are expected to grow at the highest rate due to rising deployments in hyperscale facilities.

By Interconnect Level

Metro and long-haul interconnects led the market in 2024 and are projected to hold 41.92% share in 2025, supporting long-distance data transport. Chip- and board-level interconnects will grow fastest due to rising AI and HPC workloads.

By Fiber Mode

Single-mode fiber held the largest share in 2024 and is estimated to reach 57.09% share in 2025, owing to its higher bandwidth and long-distance performance.

By Data Rate

The 50-100 Gbps segment dominated in 2024 and is expected to achieve 41.68% share in 2025, providing enhanced scalability and throughput for data-intensive applications.

By Distance

Interconnects under 10 km accounted for the largest market share in 2024 and are projected to reach 54.88% in 2025, supported by data center and enterprise network applications.

Regional Outlook

North America

North America dominated with USD 4.82 billion in 2024, driven by rapid 5G rollout, cloud expansion, and strong innovation in optical networking technologies. The U.S. is projected to reach USD 1.85 billion in 2025.

Asia Pacific

Asia Pacific is expected to be the second-largest region with USD 4.46 billion in 2025, supported by cloud growth, 5G deployment, and major data center investments across China, India, Japan, and South Korea. China alone will reach USD 1.41 billion in 2025.

Europe

Europe is projected to record USD 2.49 billion in 2025, fueled by rapid data center growth in the U.K., Germany, France, and the Netherlands.

Conclusion

With the market increasing from USD 13.87 billion in 2024 to USD 35.31 billion by 2032, optical interconnects are becoming indispensable for global digital infrastructure. Rising AI adoption, cloud expansion, and high-speed communication requirements will continue to drive strong demand through 2032.

Segmentation By Product Type

• Cable Assemblies
• Connectors
• Optical Transceivers
• Silicon Photonics
• Optical Engines
• PIC-based Interconnects
• Free Space Optics, Fibers and Waveguides

By Interconnect Level

• Metro and Long-haul Optical Interconnect
• Board-to-Board and Rack-Level Optical Interconnect
• Chip and Board-Level Optical Interconnect

By Fiber Mode

• Single-mode
• Multimode

By Data Rates

• Less than 10 Gbps
• 10-50 Gbps
• 50-100 Gbps
• More than 100 Gbps

By Distance

• Less than 10 Km
• 11-100 Km
• More than 100 Km

By Application

• Data Communication
• Telecommunications
• Military & Defense

By Region

• North America (By Product Type, By Interconnect Level, Fiber Mode, Data Rates, Distance, Application, and Country)
  • U.S. (By Application)
  • Canada (By Application)
  • Mexico (By Application)
• South America (By Product Type, By Interconnect Level, Fiber Mode, Data Rates, Distance, Application, and Country)
  • Brazil (By Application)
  • Argentina (By Application)
  • Rest of South America
• Europe (By Product Type, By Interconnect Level, Fiber Mode, Data Rates, Distance, Application, and Country)
  • U.K. (By Application)
  • Germany (By Application)
  • France (By Application)
  • Italy (By Application)
  • Spain (By Application)
  • Russia (By Application)
  • Benelux (By Application)
  • Nordics (By Application)
  • Rest of Europe
• Middle East & Africa (By Product Type, By Interconnect Level, Fiber Mode, Data Rates, Distance, Application, and Country)
  • Turkey (By Application)
  • Israel (By Application)
  • GCC (By Application)
  • South Africa (By Application)
  • North Africa (By Application)
  • Rest of the Middle East & Africa
• Asia Pacific (By Product Type, By Interconnect Level, Fiber Mode, Data Rates, Distance, Application, and Country)
  • China (By Application)
  • India (By Application)
  • Japan (By Application)
  • South Korea (By Application)
  • ASEAN (By Application)
  • Oceania (By Application)
  • Rest of Asia Pacific

Companies Profiled in the Report Broadcom (U.S.), II-VI Incorporated (U.S.), Lumentum Operations LLC (U.S.), Molex, LLC (U.S.), InnoLight Technology Ltd. (China), NVIDIA Corporation (U.S.), Amphenol Corporation (U.S.), Coherent Corp. (U.S.), Fujitsu Limited (Japan), ZHONGJI INNOLIGHT RESERVED (China), TE Connectivity (Switzerland), Smiths Interconnect (U.K.)

Table of Content

1. Introduction

• 1.1. Definition, By Segment
• 1.2. Research Methodology/Approach
• 1.3. Data Sources

2. Executive Summary

3. Market Dynamics

• 3.1. Macro and Micro Economic Indicators
• 3.2. Drivers, Restraints, Opportunities and Trends
• 3.3. Impact of Generative AI

4. Competition Landscape

• 4.1. Business Strategies Adopted by Key Players
• 4.2. Consolidated SWOT Analysis of Key Players
• 4.3. Global Optical Interconnect Key Players (Top 3 - 5) Market Share/Ranking, 2024

5. Global Optical Interconnect Market Size Estimates and Forecasts, By Segments, 2019-2032

• 5.1. Key Findings
• 5.2. By Product Type (USD)
  • 5.2.1. Cable Assemblies
  • 5.2.2. Connectors
  • 5.2.3. Optical Transceivers
  • 5.2.4. Silicon Photonics
  • 5.2.5. Optical Engines
  • 5.2.6. PIC-based Interconnects
  • 5.2.7. Free Space Optics, Fibres and Waveguides
• 5.3. By Interconnect Level (USD)
  • 5.3.1. Metro and Long-haul Optical Interconnect
  • 5.3.2. Board-to-Board and Rack-Level Optical Interconnect
  • 5.3.3. Chip and Board-Level Optical Interconnect
• 5.4. By Fibre Mode (USD)
  • 5.4.1. Single-mode
  • 5.4.2. Multimode
• 5.5. By Data Rates (USD)
  • 5.5.1. Less than 10 Gbps
  • 5.5.2. 10-50 Gbps
  • 5.5.3. 50-100 Gbps
  • 5.5.4. More than 100 Gbps
• 5.6. By Distance (USD)
  • 5.6.1. Less than 10 Km
  • 5.6.2. 11-100 Km
  • 5.6.3. More than 100 Km
• 5.7. By Applications (USD)
  • 5.7.1. Data Communication
  • 5.7.2. Telecommunications
  • 5.7.3. Military & Defense
• 5.8. By Region (USD)
  • 5.8.1. North America
  • 5.8.2. South America
  • 5.8.3. Europe
  • 5.8.4. Middle East & Africa
  • 5.8.5. Asia Pacific

6. North America Optical Interconnect Market Size Estimates and Forecasts, By Segments, 2019-2032

• 6.1. Key Findings
• 6.2. By Product Type (USD)
  • 6.2.1. Cable Assemblies
  • 6.2.2. Connectors
  • 6.2.3. Optical Transceivers
  • 6.2.4. Silicon Photonics
  • 6.2.5. Optical Engines
  • 6.2.6. PIC-based Interconnects
  • 6.2.7. Free Space Optics, Fibres and Waveguides
• 6.3. By Interconnect Level (USD)
  • 6.3.1. Metro and Long-haul Optical Interconnect
  • 6.3.2. Board-to-Board and Rack-Level Optical Interconnect
  • 6.3.3. Chip and Board-Level Optical Interconnect
• 6.4. By Fibre Mode (USD)
  • 6.4.1. Single-mode
  • 6.4.2. Multimode
• 6.5. By Data Rates (USD)
  • 6.5.1. Less than 10 Gbps
  • 6.5.2. 10-50 Gbps
  • 6.5.3. 50-100 Gbps
  • 6.5.4. More than 100 Gbps
• 6.6. By Distance (USD)
  • 6.6.1. Less than 10 Km
  • 6.6.2. 11-100 Km
  • 6.6.3. More than 100 Km
• 6.7. By Applications (USD)
  • 6.7.1. Data Communication
  • 6.7.2. Telecommunications
  • 6.7.3. Military & Defense
• 6.8. By Country (USD)
  • 6.8.1. United States
    • 6.8.1.1. By Applications
  • 6.8.2. Canada
    • 6.8.2.1. By Applications
  • 6.8.3. Mexico
    • 6.8.3.1. By Applications

7. South America Optical Interconnect Market Size Estimates and Forecasts, By Segments, 2019-2032

• 7.1. Key Findings
• 7.2. By Product Type (USD)
  • 7.2.1. Cable Assemblies
  • 7.2.2. Connectors
  • 7.2.3. Optical Transceivers
  • 7.2.4. Silicon Photonics
  • 7.2.5. Optical Engines
  • 7.2.6. PIC-based Interconnects
  • 7.2.7. Free Space Optics, Fibres and Waveguides
• 7.3. By Interconnect Level (USD)
  • 7.3.1. Metro and Long-haul Optical Interconnect
  • 7.3.2. Board-to-Board and Rack-Level Optical Interconnect
  • 7.3.3. Chip and Board-Level Optical Interconnect
• 7.4. By Fibre Mode (USD)
  • 7.4.1. Single-mode
  • 7.4.2. Multimode
• 7.5. By Data Rates (USD)
  • 7.5.1. Less than 10 Gbps
  • 7.5.2. 10-50 Gbps
  • 7.5.3. 50-100 Gbps
  • 7.5.4. More than 100 Gbps
• 7.6. By Distance (USD)
  • 7.6.1. Less than 10 Km
  • 7.6.2. 11-100 Km
  • 7.6.3. More than 100 Km
• 7.7. By Applications (USD)
  • 7.7.1. Data Communication
  • 7.7.2. Telecommunications
  • 7.7.3. Military & Defense
• 7.8. By Country (USD)
  • 7.8.1. Brazil
    • 7.8.1.1. By Applications
  • 7.8.2. Argentina
    • 7.8.2.1. By Applications
  • 7.8.3. Rest of South America

8. Europe Optical Interconnect Market Size Estimates and Forecasts, By Segments, 2019-2032

• 8.1. Key Findings
• 8.2. By Product Type (USD)
  • 8.2.1. Cable Assemblies
  • 8.2.2. Connectors
  • 8.2.3. Optical Transceivers
  • 8.2.4. Silicon Photonics
  • 8.2.5. Optical Engines
  • 8.2.6. PIC-based Interconnects
  • 8.2.7. Free Space Optics, Fibres and Waveguides
• 8.3. By Interconnect Level (USD)
  • 8.3.1. Metro and Long-haul Optical Interconnect
  • 8.3.2. Board-to-Board and Rack-Level Optical Interconnect
  • 8.3.3. Chip and Board-Level Optical Interconnect
• 8.4. By Fibre Mode (USD)
  • 8.4.1. Single-mode
  • 8.4.2. Multimode
• 8.5. By Data Rates (USD)
  • 8.5.1. Less than 10 Gbps
  • 8.5.2. 10-50 Gbps
  • 8.5.3. 50-100 Gbps
  • 8.5.4. More than 100 Gbps
• 8.6. By Distance (USD)
  • 8.6.1. Less than 10 Km
  • 8.6.2. 11-100 Km
  • 8.6.3. More than 100 Km
• 8.7. By Applications (USD)
  • 8.7.1. Data Communication
  • 8.7.2. Telecommunications
  • 8.7.3. Military & Defense
• 8.8. By Country (USD)
  • 8.8.1. United Kingdom
    • 8.8.1.1. By Applications
  • 8.8.2. Germany
    • 8.8.2.1. By Applications
  • 8.8.3. France
    • 8.8.3.1. By Applications
  • 8.8.4. Italy
    • 8.8.4.1. By Applications
  • 8.8.5. Spain
    • 8.8.5.1. By Applications
  • 8.8.6. Russia
    • 8.8.6.1. By Applications
  • 8.8.7. Benelux
    • 8.8.7.1. By Applications
  • 8.8.8. Nordics
    • 8.8.8.1. By Applications
  • 8.8.9. Rest of Europe

9. Middle East & Africa Optical Interconnect Market Size Estimates and Forecasts, By Segments, 2019-2032

• 9.1. Key Findings
• 9.2. By Product Type (USD)
  • 9.2.1. Cable Assemblies
  • 9.2.2. Connectors
  • 9.2.3. Optical Transceivers
  • 9.2.4. Silicon Photonics
  • 9.2.5. Optical Engines
  • 9.2.6. PIC-based Interconnects
  • 9.2.7. Free Space Optics, Fibres and Waveguides
• 9.3. By Interconnect Level (USD)
  • 9.3.1. Metro and Long-haul Optical Interconnect
  • 9.3.2. Board-to-Board and Rack-Level Optical Interconnect
  • 9.3.3. Chip and Board-Level Optical Interconnect
• 9.4. By Fibre Mode (USD)
  • 9.4.1. Single-mode
  • 9.4.2. Multimode
• 9.5. By Data Rates (USD)
  • 9.5.1. Less than 10 Gbps
  • 9.5.2. 10-50 Gbps
  • 9.5.3. 50-100 Gbps
  • 9.5.4. More than 100 Gbps
• 9.6. By Distance (USD)
  • 9.6.1. Less than 10 Km
  • 9.6.2. 11-100 Km
  • 9.6.3. More than 100 Km
• 9.7. By Applications (USD)
  • 9.7.1. Data Communication
  • 9.7.2. Telecommunications
  • 9.7.3. Military & Defense
• 9.8. By Country (USD)
  • 9.8.1. Turkey
    • 9.8.1.1. By Applications
  • 9.8.2. Israel
    • 9.8.2.1. By Applications
  • 9.8.3. GCC
    • 9.8.3.1. By Applications
  • 9.8.4. North Africa
    • 9.8.4.1. By Applications
  • 9.8.5. South Africa
    • 9.8.5.1. By Applications
  • 9.8.6. Rest of MEA

10. Asia Pacific Optical Interconnect Market Size Estimates and Forecasts, By Segments, 2019-2032

• 10.1. Key Findings
• 10.2. By Product Type (USD)
  • 10.2.1. Cable Assemblies
  • 10.2.2. Connectors
  • 10.2.3. Optical Transceivers
  • 10.2.4. Silicon Photonics
  • 10.2.5. Optical Engines
  • 10.2.6. PIC-based Interconnects
  • 10.2.7. Free Space Optics, Fibres and Waveguides
• 10.3. By Interconnect Level (USD)
  • 10.3.1. Metro and Long-haul Optical Interconnect
  • 10.3.2. Board-to-Board and Rack-Level Optical Interconnect
  • 10.3.3. Chip and Board-Level Optical Interconnect
• 10.4. By Fibre Mode (USD)
  • 10.4.1. Single-mode
  • 10.4.2. Multimode
• 10.5. By Data Rates (USD)
  • 10.5.1. Less than 10 Gbps
  • 10.5.2. 10-50 Gbps
  • 10.5.3. 50-100 Gbps
  • 10.5.4. More than 100 Gbps
• 10.6. By Distance (USD)
  • 10.6.1. Less than 10 Km
  • 10.6.2. 11-100 Km
  • 10.6.3. More than 100 Km
• 10.7. By Applications (USD)
  • 10.7.1. Data Communication
  • 10.7.2. Telecommunications
  • 10.7.3. Military & Defense
• 10.8. By Country (USD)
  • 10.8.1. China
    • 10.8.1.1. By Applications
  • 10.8.2. India
    • 10.8.2.1. By Applications
  • 10.8.3. Japan
    • 10.8.3.1. By Applications
  • 10.8.4. South Korea
    • 10.8.4.1. By Applications
  • 10.8.5. ASEAN
    • 10.8.5.1. By Applications
  • 10.8.6. Oceania
    • 10.8.6.1. By Applications
  • 10.8.7. Rest of Asia Pacific

11. Company Profiles for Top 10 Players (Based on data availability in public domain and/or on paid databases)

• 11.1. Broadcom
  • 11.1.1. Overview
    • 11.1.1.1. Key Management
    • 11.1.1.2. Headquarters
    • 11.1.1.3. Offerings/Business Segments
  • 11.1.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.1.2.1. Employee Size
    • 11.1.2.2. Past and Current Revenue
    • 11.1.2.3. Geographical Share
    • 11.1.2.4. Business Segment Share
    • 11.1.2.5. Recent Developments
• 11.2. Amphenol Communication Solutions
  • 11.2.1. Overview
    • 11.2.1.1. Key Management
    • 11.2.1.2. Headquarters
    • 11.2.1.3. Offerings/Business Segments
  • 11.2.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.2.2.1. Employee Size
    • 11.2.2.2. Past and Current Revenue
    • 11.2.2.3. Geographical Share
    • 11.2.2.4. Business Segment Share
    • 11.2.2.5. Recent Developments
• 11.3. Coherent Corp.
  • 11.3.1. Overview
    • 11.3.1.1. Key Management
    • 11.3.1.2. Headquarters
    • 11.3.1.3. Offerings/Business Segments
  • 11.3.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.3.2.1. Employee Size
    • 11.3.2.2. Past and Current Revenue
    • 11.3.2.3. Geographical Share
    • 11.3.2.4. Business Segment Share
    • 11.3.2.5. Recent Developments
• 11.4. Fujitsu Limited
  • 11.4.1. Overview
    • 11.4.1.1. Key Management
    • 11.4.1.2. Headquarters
    • 11.4.1.3. Offerings/Business Segments
  • 11.4.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.4.2.1. Employee Size
    • 11.4.2.2. Past and Current Revenue
    • 11.4.2.3. Geographical Share
    • 11.4.2.4. Business Segment Share
    • 11.4.2.5. Recent Developments
• 11.5. ZHONGJI INNOLIGHT RESERVED
  • 11.5.1. Overview
    • 11.5.1.1. Key Management
    • 11.5.1.2. Headquarters
    • 11.5.1.3. Offerings/Business Segments
  • 11.5.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.5.2.1. Employee Size
    • 11.5.2.2. Past and Current Revenue
    • 11.5.2.3. Geographical Share
    • 11.5.2.4. Business Segment Share
    • 11.5.2.5. Recent Developments
• 11.6. Lumentum Operations LLC
  • 11.6.1. Overview
    • 11.6.1.1. Key Management
    • 11.6.1.2. Headquarters
    • 11.6.1.3. Offerings/Business Segments
  • 11.6.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.6.2.1. Employee Size
    • 11.6.2.2. Past and Current Revenue
    • 11.6.2.3. Geographical Share
    • 11.6.2.4. Business Segment Share
    • 11.6.2.5. Recent Developments
• 11.7. Molex
  • 11.7.1. Overview
    • 11.7.1.1. Key Management
    • 11.7.1.2. Headquarters
    • 11.7.1.3. Offerings/Business Segments
  • 11.7.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.7.2.1. Employee Size
    • 11.7.2.2. Past and Current Revenue
    • 11.7.2.3. Geographical Share
    • 11.7.2.4. Business Segment Share
    • 11.7.2.5. Recent Developments
• 11.8. NVIDIA Corporation
  • 11.8.1. Overview
    • 11.8.1.1. Key Management
    • 11.8.1.2. Headquarters
    • 11.8.1.3. Offerings/Business Segments
  • 11.8.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.8.2.1. Employee Size
    • 11.8.2.2. Past and Current Revenue
    • 11.8.2.3. Geographical Share
    • 11.8.2.4. Business Segment Share
    • 11.8.2.5. Recent Developments
• 11.9. TE Connectivity
  • 11.9.1. Overview
    • 11.9.1.1. Key Management
    • 11.9.1.2. Headquarters
    • 11.9.1.3. Offerings/Business Segments
  • 11.9.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.9.2.1. Employee Size
    • 11.9.2.2. Past and Current Revenue
    • 11.9.2.3. Geographical Share
    • 11.9.2.4. Business Segment Share
    • 11.9.2.5. Recent Developments
• 11.10. Smits Interconnect
  • 11.10.1. Overview
    • 11.10.1.1. Key Management
    • 11.10.1.2. Headquarters
    • 11.10.1.3. Offerings/Business Segments
  • 11.10.2. Key Details (Key details are consolidated data and not product/service specific)
    • 11.10.2.1. Employee Size
    • 11.10.2.2. Past and Current Revenue
    • 11.10.2.3. Geographical Share
    • 11.10.2.4. Business Segment Share
    • 11.10.2.5. Recent Developments

12. Key Takeaways