칼코게나이드 유리 시장 기회, 성장 촉진요인, 산업 동향 분석 및 예측(2025-2034년)

The Global Chalcogenide Glasses Market was valued at USD 300.4 million in 2024 and is estimated to grow at a CAGR of 6.7% to reach USD 573.5 million by 2034 driven by continuous advancements in infrared photonics, optical sensing technologies, and telecommunications infrastructure. As the demand for high-performance materials in defense, biomedical imaging, and industrial sensing continues to rise, chalcogenide glasses are being recognized for their unique optical and thermal properties. Their transparency across mid-to-far infrared wavelengths makes them especially valuable in emerging optoelectronic applications.

This trend is further amplified by the rising demand for compact, high-performance components in sectors like biomedical imaging, infrared sensing, and next-generation computing. Chalcogenide glasses offer unique advantages, including broad infrared transparency and tunable optical properties, which make them ideal for fabricating miniature waveguides, on-chip sensors, and integrated optical circuits. As device architectures become more complex and space-constrained, the ability of chalcogenides to maintain performance under thermal stress and support multifunctional integration becomes increasingly valuable. Their role in enabling photonic chips, phase-change memory, and neuromorphic computing continues to grow, reinforcing their importance in the evolving landscape of smart and connected technologies.

One of the key factors fueling market expansion is their widespread use in IR optical systems, from lenses and waveguides to fiber optics and coatings. In 2024, the glasses segment accounted for USD 205.8 million, holding 68.5% share. Their ease of processing and broad infrared transmittance ensure ongoing demand in surveillance, imaging, and environmental monitoring. Meanwhile, antimony-based variants are gaining momentum thanks to their excellent phase-change behavior and thermal reliability, positioning them as suitable materials in memory and photonic switching applications.

Optical components made from chalcogenide materials represented 32% share and generated USD 96 million in 2024 and is projected to grow at a CAGR of 7.6% through 2034. With industries such as defense, aerospace, and healthcare increasingly relying on thermal imaging and high-precision sensing, optical components remain vital. Their capacity to transmit infrared wavelengths with minimal signal loss plays a critical role in diagnostics, surveillance, and spectroscopy. The surge in development of phase-change memory (PCM) and neuromorphic technologies also contributes to demand for these materials in data storage and next-generation electronics.

United States Chalcogenide Glasses Market reached USD 75 million in 2024 and is anticipated to grow at a CAGR of 6.9% through 2034. The country is advancing quickly in areas like IR optics for defense and security, along with innovative computing architectures. Government investments in domestic chip manufacturing and optical technologies are also supporting local production of advanced chalcogenide materials and devices.

Major companies competing in this sector include Amorphous Materials, AGC, Luoyang Dingming Optical Technology, CNGE, and LTS Research Laboratories. These players are adopting strategic collaborations with research institutions, scaling up R&D in nonlinear optical and phase-change materials, and expanding their manufacturing capabilities. Focused efforts on thin-film innovation, integration into semiconductor devices, and partnerships with defense contractors further allow these firms to strengthen their market position across global verticals.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market scope & definitions
• 1.2 Base estimates & calculations
• 1.3 Forecast calculations
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid sources
    • 1.4.2.2 Public sources

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021 - 2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
  • 3.1.1 Factor affecting the value chain
  • 3.1.2 Profit margin analysis
  • 3.1.3 Disruptions
  • 3.1.4 Future outlook
  • 3.1.5 Manufacturers
  • 3.1.6 Distributors
• 3.2 Trump administration tariffs
  • 3.2.1 Impact on trade
    • 3.2.1.1 Trade volume disruptions
    • 3.2.1.2 Retaliatory measures
  • 3.2.2 Impact on the industry
    • 3.2.2.1 Supply-side impact (raw materials)
      • 3.2.2.1.1 Price volatility in key materials
      • 3.2.2.1.2 Supply chain structure
      • 3.2.2.1.3 Production cost implications
  • 3.2.3 Demand-side impact (selling price)
    • 3.2.3.1 Price transmission to end markets
    • 3.2.3.2 Market share dynamics
    • 3.2.3.3 Consumer response patterns
  • 3.2.4 Key companies impacted
  • 3.2.5 Strategic industry responses
    • 3.2.5.1 Supply chain reconfiguration
    • 3.2.5.2 Pricing and product strategies
    • 3.2.5.3 Policy engagement
  • 3.2.6 Outlook and future considerations
• 3.3 Trade statistics (HS code)
  • 3.3.1 Major exporting countries, 2021-2024 (kilo tons)
  • 3.3.2 Major importing countries, 2021-2024 (kilo tons)

Note: the above trade statistics will be provided for key countries only.

• 3.4 Supplier landscape
• 3.5 Profit margin analysis
• 3.6 Key news & initiatives
• 3.7 Regulatory landscape
• 3.8 Impact forces
  • 3.8.1 Growth drivers
    • 3.8.1.1 Growing demand for infrared optics
    • 3.8.1.2 Increasing applications in photonics
    • 3.8.1.3 Advancements in thermal imaging technology
    • 3.8.1.4 Rising investments in fusion energy research
  • 3.8.2 Industry pitfalls & challenges
    • 3.8.2.1 High production costs
    • 3.8.2.2 Toxicity concerns
    • 3.8.2.3 Regulatory challenges
• 3.9 Market opportunities
  • 3.9.1 Emerging applications in neuromorphic computing
  • 3.9.2 Growing defense and security sector
  • 3.9.3 Advancements in fiber optic technology
  • 3.9.4 Integration with 2D materials
• 3.10 Growth potential analysis
• 3.11 Regulatory framework analysis
  • 3.11.1 Reach and ROHS regulations
  • 3.11.2 Export control regulations
  • 3.11.3 Environmental compliance requirements
  • 3.11.4 Safety standards for handling and processing
• 3.12 Technology landscape
  • 3.12.1 Current technological trends
  • 3.12.2 Emerging technologies
  • 3.12.3 R&D initiatives and innovation pipeline
  • 3.12.4 Patent analysis
• 3.13 Porter's analysis
• 3.14 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Introduction
• 4.2 Market share analysis
  • 4.2.1 Global market share by manufacturer
  • 4.2.2 Regional market share by manufacturer
• 4.3 Competitive benchmarking
  • 4.3.1 Product portfolio comparison
  • 4.3.2 Technological capabilities comparison
  • 4.3.3 R&D investment comparison
  • 4.3.4 Manufacturing capacity comparison
• 4.4 Strategic initiatives & developments
  • 4.4.1 Mergers & acquisitions
  • 4.4.2 Partnerships & collaborations
  • 4.4.3 Product launches & innovations
  • 4.4.4 Expansion plans
• 4.5 Competitive positioning matrix
• 4.6 Strategic dashboard

Chapter 5 Market Estimates & Forecast, By Type, 2021 - 2034 (USD Million) (Kilo Tons)

• 5.1 Key trends
• 5.2 Glasses
  • 5.2.1 As-S
  • 5.2.2 As-Se
  • 5.2.3 As-Te
  • 5.2.4 Others
• 5.3 Antimony-Based Chalcogenide Glasses
  • 5.3.1 Sb-Se
  • 5.3.2 Sb-Te
  • 5.3.3 Others
• 5.4 Gallium-Based Chalcogenide Glasses
  • 5.4.1 Ga-La-S (GLS)
  • 5.4.2 Ga-Ge-S
  • 5.4.3 Others
• 5.5 Others

Chapter 6 Market Estimates & Forecast, By Application, 2021 - 2034 (USD Million) (Kilo Tons)

• 6.1 Key trends
• 6.2 Optical components
  • 6.2.1 Infrared lenses
  • 6.2.2 Windows
  • 6.2.3 Filters
  • 6.2.4 Prisms
  • 6.2.5 Others
• 6.3 Fiber optics
  • 6.3.1 Infrared fibers
  • 6.3.2 Fiber sensors
  • 6.3.3 Fiber lasers
  • 6.3.4 Others
• 6.4 Phase change memory devices
• 6.5 Photonic integrated circuits
  • 6.5.1 Waveguides
  • 6.5.2 Resonators
  • 6.5.3 Modulators
  • 6.5.4 Others
• 6.6 Sensors and detectors
  • 6.6.1 Infrared sensors
  • 6.6.2 Chemical sensors
  • 6.6.3 Biosensors
  • 6.6.4 Others
• 6.7 Others

Chapter 7 Market Estimates & Forecast, By End Use Industry, 2021 - 2034 (USD Million) (Kilo Tons)

• 7.1 Key trends
• 7.2 Defense and security
  • 7.2.1 Thermal imaging
  • 7.2.2 Night vision
  • 7.2.3 Surveillance systems
  • 7.2.4 Others
• 7.3 Healthcare and medical
  • 7.3.1 Medical imaging
  • 7.3.2 Diagnostic equipment
  • 7.3.3 Laser surgery
  • 7.3.4 Others
• 7.4 Industrial
  • 7.4.1 Process monitoring
  • 7.4.2 Quality control
  • 7.4.3 Predictive maintenance
  • 7.4.4 Others
• 7.5 Telecommunications
  • 7.5.1 Optical communication
  • 7.5.2 Signal processing
  • 7.5.3 Data transmission
  • 7.5.4 Others
• 7.6 Electronics and semiconductor
  • 7.6.1 Memory devices
  • 7.6.2 Integrated circuits
  • 7.6.3 Photonic devices
  • 7.6.4 Others
• 7.7 Automotive
  • 7.7.1 Driver assistance
  • 7.7.2 Thermal cameras
  • 7.7.3 Sensors
  • 7.7.4 Others
• 7.8 Energy
  • 7.8.1 Solar cells
  • 7.8.2 Thermoelectric devices
  • 7.8.3 Energy storage
  • 7.8.4 Others
• 7.9 Others

Chapter 8 Market Estimates & Forecast, By Region, 2021 - 2034 (USD Million) (Kilo Tons)

• 8.1 Key trends
• 8.2 North America
  • 8.2.1 U.S.
  • 8.2.2 Canada
• 8.3 Europe
  • 8.3.1 UK
  • 8.3.2 Germany
  • 8.3.3 France
  • 8.3.4 Italy
  • 8.3.5 Spain
  • 8.3.6 Rest of Europe
• 8.4 Asia Pacific
  • 8.4.1 China
  • 8.4.2 India
  • 8.4.3 Japan
  • 8.4.4 South Korea
  • 8.4.5 Australia
  • 8.4.6 Rest of Asia Pacific
• 8.5 Latin America
  • 8.5.1 Brazil
  • 8.5.2 Mexico
  • 8.5.3 Argentina
  • 8.5.4 Rest of Latin America
• 8.6 MEA
  • 8.6.1 South Africa
  • 8.6.2 Saudi Arabia
  • 8.6.3 UAE
  • 8.6.4 Rest of MEA

Chapter 9 Company Profiles

• 9.1 AGC
• 9.2 Amorphous Materials
• 9.3 CNGE
• 9.4 LTS Research Laboratorie
• 9.5 Luoyang Dingming Optical Technology
• 9.6 Nanjing Cngeir Technology
• 9.7 SCHOTT
• 9.8 Shape Optics Technologies
• 9.9 VITRON Spezialwerkstoffe
• 9.10 Wavelength Opto-Electronic