광 인터커넥트 시장 규모, 점유율, 성장 및 세계 산업 분석 : 유형별, 용도별, 지역별 인사이트와 예측(2026-2034년)

Growth Factors of optical interconnect Market

The global optical interconnect market was valued at USD 15.38 billion in 2025 and is projected to grow to USD 17.12 billion in 2026, reaching USD 43.14 billion by 2034, exhibiting a CAGR of 12.20% during the forecast period. North America dominated the market in 2025 with a 34.40% share, driven by technological advancements, early adoption of optical technologies, and increasing demand for high-speed data transmission systems.

Optical interconnect technology utilizes light-based signals, typically through fiber optics or photonic devices, to transmit data between components or chips. Compared to traditional copper-based electrical interconnects, optical interconnects offer higher bandwidth, faster data transfer, lower latency, and reduced power consumption, making them critical for data centers, high-performance computing (HPC), and integrated circuits (ICs).

Key players in the market include Coherent Corp. (U.S.), Fujitsu Limited (Japan), Amphenol Communication Solutions (U.S.), Broadcom (U.S.), and Lumentum (U.S.), offering products such as QSFP DD modules, BarKlip BK600 modules, and silicon photonics solutions. Technological innovations are expected to enhance durability, efficiency, and performance, particularly under extreme operating conditions.

Impact of Generative AI

The rise of generative AI workloads in data centers has accelerated demand for high-capacity optical interconnects. Training and deploying AI models require fast, energy-efficient, high-bandwidth data transmission, making optical interconnects essential for reducing latency and ensuring performance in AI and machine learning operations. As AI adoption expands across industries, the market for optical interconnects is expected to grow significantly.

Market Trends

The primary market trend is the rising demand for increased bandwidth due to exponential growth in data traffic. Hyper-scale data centers, cloud computing, edge computing, and emerging applications such as smart gaming and driverless vehicles are increasing network traffic, requiring optical interconnect solutions with higher capacity and efficiency. Companies like Amazon Web Services, Microsoft, and Google are deploying high-data-rate optical interconnects to meet these demands.

Market Dynamics

Drivers: The market is driven by the growing need for communication bandwidth in cloud computing, AI, and HPC. Optical interconnects provide high-speed, low-latency, and energy-efficient data transmission, essential for large-scale data centers and cloud operations.

Restraints: The slow commercialization of optical interconnect technologies due to high costs, precision manufacturing requirements, and technical challenges such as signal conversion, thermal management, and packaging may hamper growth.

Opportunities: Increasing deployment of data centers worldwide and the expansion of 5G infrastructure offer significant opportunities. Investments in optical interconnects allow organizations to scale their networks efficiently while reducing latency and energy consumption.

Segmentation Analysis

• By Product Type: Optical transceivers dominate with 23.87% share in 2026 due to rising data traffic and 5G deployments. Cable assemblies are projected to grow at the highest CAGR owing to demand for high-speed connectivity in cloud and IoT applications.
• By Interconnect Level: Metro and long-haul interconnects hold the largest share in 2025 (41.92%) for long-distance data transmission, while chip and board-level interconnects will grow fastest (CAGR 15.74%) for AI and HPC applications.
• By Fiber Mode: Single-mode fibers dominate (56.12% in 2026) due to high bandwidth and long-distance transmission, whereas multimode fibers grow at 15.00% CAGR due to lower cost and easier handling.
• By Data Rates: 50-100 Gbps interconnects hold the largest share in 2026 (41.49%), while 10-50 Gbps interconnects grow fastest (CAGR 15.91%) for cost-effective, medium-bandwidth applications.
• By Distance: Less than 10 km fibers dominate (54.88% in 2025) due to widespread short-distance data transfer needs, while over 100 km fibers grow fastest for long-haul telecom and WAN applications.
• By Application: Data communication dominates (59.31% in 2025), followed by telecommunications and military & defense sectors.

Regional Outlook

• North America: Market size of USD 5.29 billion in 2025, with the U.S. reaching USD 3.65 billion in 2026, led by 5G deployment and advanced cloud infrastructure.
• Asia Pacific: Second-largest market at USD 5.05 billion in 2026, CAGR 29.00%, driven by 5G adoption and cloud expansion in China, Japan, South Korea, and India. China is expected to reach USD 1.58 billion and India USD 0.76 billion in 2026.
• Europe: Market size USD 2.76 billion in 2026, led by data center hubs in Netherlands, Germany, U.K., and Ireland. U.K. is expected to reach USD 3.65 billion in 2026.
• Middle East & Africa: Emerging market at USD 2.05 billion in 2026, with investments in smart cities, 5G, and IT infrastructure.
• South America: Moderate growth due to expanding 5G networks and data centers.

Key Industry Developments

• March 2024: Broadcom launched 51.2 Tbps Co-Packaged Optics Ethernet switch with 70% lower power consumption.
• May 2024: Amphenol acquired Carlisle Interconnect Technologies to expand harsh-environment solutions.
• September 2024: Marvell, Lumentum, and Coherent demonstrated 800G ZR/ZR+ optical modules over 500 km.
• October 2023: Lumentum acquired Cloud Light to enhance AI workload handling.

Investment Analysis and Opportunities

Investments in silicon photonics, integrated optics, and high-speed transceivers are increasing. Collaborations, mergers, and acquisitions are expanding market presence. Firms developing cost-efficient, high-performance optical solutions are expected to yield high returns as adoption scales.

Conclusion

The optical interconnect market is projected to grow from USD 15.38 billion in 2025 to USD 43.14 billion by 2034, driven by AI workloads, cloud expansion, high-speed data demands, and 5G deployment. North America remains dominant, while Asia Pacific exhibits the highest growth potential. Optical interconnects will continue to play a critical role in enabling high-bandwidth, low-latency, and energy-efficient networks across data centers, telecommunications, and defense applications.

Segmentation By Product Type, Interconnect Level, Fiber Mode, Data Rates, Distance, Application, and Region

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, 2025

5. Global Optical Interconnect Market Size Estimates and Forecasts, By Segments, 2021-2034

• 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, 2021-2034

• 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, 2021-2034

• 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, 2021-2034

• 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, 2021-2034

• 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, 2021-2034

• 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