코히런트 광학 장비 시장 보고서 : 기술, 장비, 용도, 최종사용자, 지역별(2025-2033년)

The global coherent optical equipment market size reached USD 29.2 Billion in 2024. Looking forward, IMARC Group expects the market to reach USD 52.7 Billion by 2033, exhibiting a growth rate (CAGR) of 6.8% during 2025-2033. The market is experiencing steady growth driven by the increasing demand for high-speed data transmission, expansion of fifth generation (5G) networks, and the rising adoption of the Internet of Things (IoT) devices among the masses worldwide.

Coherent Optical Equipment Market Trends:

Rising demand for high-speed data transmission

The increasing focus on high-speed data transmission is propelling the coherent optical equipment market growth. Coherent optics provide the performance and flexibility to transport more information on the same fiber over long distances. They solve the capacity problems faced by network providers. There is a rise in the usage of bandwidth-intensive applications, such as video streaming, cloud computing, and online gaming, among individuals worldwide. People are watching movies, series, and other videos and preferring high-speed internet services for an enhanced experience. As per Statista, the over-the-top (OTT) video revenue reached an estimated 154 billion U.S. dollars in 2022, with the US accounting for the largest share of revenue worldwide.

Expansion of 5G networks

The deployment of 5G networks requires robust infrastructure to support the increased data traffic and low latency needs, thereby catalyzing the coherent optical equipment market demand. This optical equipment provides the necessary bandwidth and reliability for 5G networks. According to 5G Americas, the global 5G wireless connections increased by 76% from the end of 2021 to the end of 2022, reaching up to 1.05 billion. Omdia and 5G Americas also projected that 5G wireless connections will reach 5.9 billion by the end of 2027.

Increasing adoption of IoT devices

The escalating demand for IoT devices among individuals across the globe is offering a positive coherent optical equipment market outlook. Statista claims that the number of IoT devices worldwide is forecast to reach 29 billion in 2030. Coherent optical systems provide high-capacity bandwidth that can accommodate the huge data volumes generated by IoT devices. This enables seamless data transmission across the network without traffic congestion. Coherent optical networks also offer high levels of reliability and resilience to ensure uninterrupted connectivity and data integrity.

Coherent Optical Equipment Market Segmentation:

Breakup by Technology:

• 100G
• 200G
• 400G+
• 400G ZR

100G accounts for the majority of the market share

100G coherent technology enables the transport of 100G capacity over a single wavelength across long distances. It supports data transmission over distances up to 1000 km. It offers an increase in bandwidth capacity as compared to traditional optical communication systems. Various companies are investing in this technology, such as Coherent Corp., a leading provider of high-performance optical networking solutions, unveiled its versatile I-temp 100G ZR QSFP28 digital coherent optics (DCO) transceiver. The coherent I-temp 100G ZR QSFP28-DCO transceiver is ideal for individuals who need transceivers that support a wider operating temperature range.

Breakup by Equipment:

• Wavelength-Division Multiplexer (WDM)
• Modules/Chips
• Test and Measurement Equipment
• Optical Amplifiers
• Optical Switches
• Others

Wavelength-division multiplexer (WDM) holds the largest share of the industry

Wavelength-division multiplexer (WDM) is a fiber-optic transmission technique that enables multiple light wavelengths to send data over the same medium. It is divided into two categories, such as course wavelength-division multiplexer (CWDM) and dense wavelength-division multiplexer (DWDM). It allows communication in both directions in the fiber cable. It offers enhanced flexibility in managing and allocating bandwidth, as it allows for the addition or removal of wavelengths as needed. WDM also benefits in increasing the capacity of the optical communication system.

Breakup by Application:

• Networking
• Data Center
• Original Equipment Manufacturers (OEMs)

Networking represents the leading market segment

Coherent optical equipment involves the deployment of optical communication systems to establish high-speed, reliable, and scalable networking for various purposes. It is widely adopted in long-haul networks to transmit data over extended distances. These networks connect geographically distant locations, such as between cities or across regions, and require high-capacity transmission to support data-intensive applications. Coherent optical equipment is essential for supporting the backhaul and fronthaul segments of mobile networks, particularly in the deployment of 5G technology. The rising adoption of mobile networks is catalyzing the demand for coherent optical equipment. According to Statista, the number of mobile users worldwide recorded 7.1 billion in 2021 and reached 7.26 billion in 2022.

Breakup by End User:

• Service Provider
• Public Sector
• Industries

Service provider exhibits a clear dominance in the market

Service provider assists in delivering telecommunications services to businesses and individuals. Telecommunication service providers, including telecommunications carriers and network operators, utilize coherent optical equipment to build and maintain their core network infrastructure and gain trust among clients. Invest India claims that the telecom industry in India has a subscriber base of 1.079 billion, including wireless and wireline subscribers, as of December 2023. The rising focus on providing enhanced services and improving user experience is bolstering the growth of the market. Coherent optical equipment is also used by cloud service providers to interconnect data centers, establish private and hybrid cloud environments, and ensure reliable connectivity for cloud-based services.

Breakup by Region:

• North America
  • United States
  • Canada
• Asia-Pacific
  • China
  • Japan
  • India
  • South Korea
  • Australia
  • Indonesia
  • Others
• Europe
  • Germany
  • France
  • United Kingdom
  • Italy
  • Spain
  • Russia
  • Others
• Latin America
  • Brazil
  • Mexico
  • Others
• Middle East and Africa

North America leads the market, accounting for the largest coherent optical equipment market share

The report has also provided a comprehensive analysis of all the major regional markets, which include North America (the United States and Canada); Asia Pacific (China, Japan, India, South Korea, Australia, Indonesia, and others); Europe (Germany, France, the United Kingdom, Italy, Spain, Russia, and others); Latin America (Brazil, Mexico, and others); and the Middle East and Africa. According to the report, North America represents the largest regional market for coherent optical equipment.

North America has a well-established telecommunications infrastructure, comprising fiber-optic networks, data centers, and network interconnection points. The growing demand for coherent optical equipment due to the rising adoption of edge computing is positively influencing the market in the region. Furthermore, various companies in the region are focusing on mergers and acquisitions (M&A) to provide enhanced optical solutions, thereby increasing coherent optical equipment market revenue. For instance, Cisco acquired Acacia Communications, Inc. following approval of the transaction by a majority of Acacia shareholders on 1 March 2021. The Acacia acquisition reinforces Cisco's commitment to optics as a building block that will enhance Cisco's 'Internet for the Future' strategy with world class coherent optical solutions.

Competitive Landscape:

• The market research report has also provided a comprehensive analysis of the competitive landscape in the market. Detailed profiles of all major companies have also been provided. Some of the major market players in the coherent optical equipment industry include Acacia Communications Inc. (Cisco Systems Inc), Ciena Corporation, Fujitsu Limited, Huawei Technologies Co. Ltd., Infinera Corporation, NEC Corporation, Nokia Oyj, Ribbon Communications Operating Company Inc., ZTE Corporation, and Zygo Corporation (AMETEK Inc).

(Please note that this is only a partial list of the key players, and the complete list is provided in the report.)

• Key players in the industry are engaging in collaborations to provide enhanced products services to clients. For instance, Microchip Technology and Acacia partnered on 6 October 2021, to support transition of Data Center Interconnect (DCI) and metro Optical Transport Network (OTN) platforms from 100/200G to 400G pluggable coherent optical modules by introducing solutions like Microchip's DIGI-G5 OT N processor and META-DXI terabit secured-Ethernet PHY and Acacia's 400G pluggable coherent optics. The collaboration between Microchip and Acacia enables the use of 400G coherent pluggables in OTN and Ethernet systems while enhancing coherent optical equipment market price. As a result, these partnerships between companies benefited coherent optical equipment market 2021 positively.

Key Questions Answered in This Report:

• How big is the coherent optical equipment market so far, and how will it perform in the coming years?
• What are the drivers, restraints, and opportunities in the global coherent optical equipment market?
• What is the impact of each driver, restraint, and coherent optical equipment market opportunities?
• What are the key regional markets?
• Who is the largest region in coherent optical equipment market?
• What is the breakup of the market based on the technology?
• Which is the most attractive technology in the coherent optical equipment market?
• What is the breakup of the market based on the equipment?
• Which is the most attractive equipment in the coherent optical equipment market?
• What is the breakup of the market based on the application?
• Which is the most attractive application in the coherent optical equipment market?
• What is the breakup of the market based on the end user?
• Which is the most attractive end user in the coherent optical equipment market?
• What is the competitive structure of the market?
• Who are the key players/companies in the global coherent optical equipment market?

Table of Contents

1 Preface

2 Scope and Methodology

• 2.1 Objectives of the Study
• 2.2 Stakeholders
• 2.3 Data Sources
  • 2.3.1 Primary Sources
  • 2.3.2 Secondary Sources
• 2.4 Market Estimation
  • 2.4.1 Bottom-Up Approach
  • 2.4.2 Top-Down Approach
• 2.5 Forecasting Methodology

3 Executive Summary

4 Introduction

• 4.1 Overview
• 4.2 Key Industry Trends

5 Global Coherent Optical Equipment Market

• 5.1 Market Overview
• 5.2 Market Performance
• 5.3 Impact of COVID-19
• 5.4 Market Forecast

6 Market Breakup by Technology

• 6.1 100G
  • 6.1.1 Market Trends
  • 6.1.2 Market Forecast
• 6.2 200G
  • 6.2.1 Market Trends
  • 6.2.2 Market Forecast
• 6.3 400G+
  • 6.3.1 Market Trends
  • 6.3.2 Market Forecast
• 6.4 400G ZR
  • 6.4.1 Market Trends
  • 6.4.2 Market Forecast

7 Market Breakup by Equipment

• 7.1 Wavelength-Division Multiplexer (WDM)
  • 7.1.1 Market Trends
  • 7.1.2 Market Forecast
• 7.2 Modules/Chips
  • 7.2.1 Market Trends
  • 7.2.2 Market Forecast
• 7.3 Test and Measurement Equipment
  • 7.3.1 Market Trends
  • 7.3.2 Market Forecast
• 7.4 Optical Amplifiers
  • 7.4.1 Market Trends
  • 7.4.2 Market Forecast
• 7.5 Optical Switches
  • 7.5.1 Market Trends
  • 7.5.2 Market Forecast
• 7.6 Others
  • 7.6.1 Market Trends
  • 7.6.2 Market Forecast

8 Market Breakup by Application

• 8.1 Networking
  • 8.1.1 Market Trends
  • 8.1.2 Market Forecast
• 8.2 Data Center
  • 8.2.1 Market Trends
  • 8.2.2 Market Forecast
• 8.3 Original Equipment Manufacturers (OEMs)
  • 8.3.1 Market Trends
  • 8.3.2 Market Forecast

9 Market Breakup by End User

• 9.1 Service Provider
  • 9.1.1 Market Trends
  • 9.1.2 Market Forecast
• 9.2 Public Sector
  • 9.2.1 Market Trends
  • 9.2.2 Market Forecast
• 9.3 Industries
  • 9.3.1 Market Trends
  • 9.3.2 Market Forecast

10 Market Breakup by Region

• 10.1 North America
  • 10.1.1 United States
    • 10.1.1.1 Market Trends
    • 10.1.1.2 Market Forecast
  • 10.1.2 Canada
    • 10.1.2.1 Market Trends
    • 10.1.2.2 Market Forecast
• 10.2 Asia-Pacific
  • 10.2.1 China
    • 10.2.1.1 Market Trends
    • 10.2.1.2 Market Forecast
  • 10.2.2 Japan
    • 10.2.2.1 Market Trends
    • 10.2.2.2 Market Forecast
  • 10.2.3 India
    • 10.2.3.1 Market Trends
    • 10.2.3.2 Market Forecast
  • 10.2.4 South Korea
    • 10.2.4.1 Market Trends
    • 10.2.4.2 Market Forecast
  • 10.2.5 Australia
    • 10.2.5.1 Market Trends
    • 10.2.5.2 Market Forecast
  • 10.2.6 Indonesia
    • 10.2.6.1 Market Trends
    • 10.2.6.2 Market Forecast
  • 10.2.7 Others
    • 10.2.7.1 Market Trends
    • 10.2.7.2 Market Forecast
• 10.3 Europe
  • 10.3.1 Germany
    • 10.3.1.1 Market Trends
    • 10.3.1.2 Market Forecast
  • 10.3.2 France
    • 10.3.2.1 Market Trends
    • 10.3.2.2 Market Forecast
  • 10.3.3 United Kingdom
    • 10.3.3.1 Market Trends
    • 10.3.3.2 Market Forecast
  • 10.3.4 Italy
    • 10.3.4.1 Market Trends
    • 10.3.4.2 Market Forecast
  • 10.3.5 Spain
    • 10.3.5.1 Market Trends
    • 10.3.5.2 Market Forecast
  • 10.3.6 Russia
    • 10.3.6.1 Market Trends
    • 10.3.6.2 Market Forecast
  • 10.3.7 Others
    • 10.3.7.1 Market Trends
    • 10.3.7.2 Market Forecast
• 10.4 Latin America
  • 10.4.1 Brazil
    • 10.4.1.1 Market Trends
    • 10.4.1.2 Market Forecast
  • 10.4.2 Mexico
    • 10.4.2.1 Market Trends
    • 10.4.2.2 Market Forecast
  • 10.4.3 Others
    • 10.4.3.1 Market Trends
    • 10.4.3.2 Market Forecast
• 10.5 Middle East and Africa
  • 10.5.1 Market Trends
  • 10.5.2 Market Breakup by Country
  • 10.5.3 Market Forecast

11 SWOT Analysis

• 11.1 Overview
• 11.2 Strengths
• 11.3 Weaknesses
• 11.4 Opportunities
• 11.5 Threats

12 Value Chain Analysis

13 Porters Five Forces Analysis

• 13.1 Overview
• 13.2 Bargaining Power of Buyers
• 13.3 Bargaining Power of Suppliers
• 13.4 Degree of Competition
• 13.5 Threat of New Entrants
• 13.6 Threat of Substitutes

14 Price Analysis

15 Competitive Landscape

• 15.1 Market Structure
• 15.2 Key Players
• 15.3 Profiles of Key Players
  • 15.3.1 Acacia Communications Inc. (Cisco Systems Inc)
    • 15.3.1.1 Company Overview
    • 15.3.1.2 Product Portfolio
  • 15.3.2 Ciena Corporation
    • 15.3.2.1 Company Overview
    • 15.3.2.2 Product Portfolio
    • 15.3.2.3 Financials
  • 15.3.3 Fujitsu Limited
    • 15.3.3.1 Company Overview
    • 15.3.3.2 Product Portfolio
    • 15.3.3.3 Financials
    • 15.3.3.4 SWOT Analysis
  • 15.3.4 Huawei Technologies Co. Ltd.
    • 15.3.4.1 Company Overview
    • 15.3.4.2 Product Portfolio
  • 15.3.5 Infinera Corporation
    • 15.3.5.1 Company Overview
    • 15.3.5.2 Product Portfolio
    • 15.3.5.3 Financials
  • 15.3.6 NEC Corporation
    • 15.3.6.1 Company Overview
    • 15.3.6.2 Product Portfolio
    • 15.3.6.3 Financials
    • 15.3.6.4 SWOT Analysis
  • 15.3.7 Nokia Oyj
    • 15.3.7.1 Company Overview
    • 15.3.7.2 Product Portfolio
    • 15.3.7.3 Financials
    • 15.3.7.4 SWOT Analysis
  • 15.3.8 Ribbon Communications Operating Company Inc.
    • 15.3.8.1 Company Overview
    • 15.3.8.2 Product Portfolio
    • 15.3.8.3 Financials
    • 15.3.8.4 SWOT Analysis
  • 15.3.9 ZTE Corporation
    • 15.3.9.1 Company Overview
    • 15.3.9.2 Product Portfolio
    • 15.3.9.3 Financials
  • 15.3.10 Zygo Corporation (AMETEK Inc)
    • 15.3.10.1 Company Overview
    • 15.3.10.2 Product Portfolio