포토닉스 시장 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the photonics market size reached USD 1.46 trillion in 2026 and is projected to climb to USD 1.79 trillion by 2031, translating into a 4.16% CAGR over the forecast period.

This report is Segmented by Product (Lasers, Leds, Sensors and Detectors, Optical Fibers and Waveguides, Modulators and Switches, and Other Products), Material (Silicon, Glass and Silica, and More), Wavelength (Ultraviolet, Visible, and Infrared), End-User Industry (Consumer Electronics, Aerospace and Defense, and More), and Geography. The Market Forecasts are Provided in Terms of Value (USD).

Global Photonics Market Trends and Insights

Proliferation Of Data-Center Interconnect Spurring Silicon-Photonics Transceiver Demand

Hyperscale operators are upgrading from 400-gigabit pluggable optics to 800-gigabit and 1.6-terabit co-packaged modules to lower latency and power budgets in AI training clusters. Intel reported 40% year-over-year silicon-photonics revenue growth in 2024, anchored by shipments into GPU pods exceeding 10,000 accelerators per hall.[2] Lumentum's 1.6-terabit Cloud AI platform delivers 15-watt thermal envelopes, encouraging data-center architects to replace discrete transceivers with on-board optics. Traditional module vendors are therefore acquiring photonic-IC design houses to protect gross margins. The ramp is exposing a shortage of indium-phosphide gain chips, where substrate capacity remains limited to 100 mm wafers in Japan and the United States.

Adoption Of LiDAR-Based ADAS Across Chinese Automotive OEMs

Chinese electric-vehicle brands integrated LiDAR sensors into 1.2 million passenger cars during 2025, an 18% penetration rate that dwarfed the 7% seen in Europe and North America. BYD's Seal and Han models employ USD 500 solid-state units from Hesai, halving the cost of mechanically scanned alternatives. NIO pairs Innovusion 1,550-nanometer fiber-laser units with long-range detection that EU regulators are evaluating for Level 3 autonomy certification. Rapid uptake is compressing cost curves for gallium-arsenide edge-emitting lasers, enabling tier-two suppliers to introduce sub-USD 300 modules by late 2026. The trend is creating spill-over demand for silicon avalanche photodiodes and high-frequency driver ICs.

Compound-Semiconductor Wafer Bottlenecks (InP, GaN <150 mm)

Indium-phosphide and gallium-nitride substrates remain confined to 100 mm and 150 mm sizes, keeping wafer prices at USD 1,500 and USD 800 respectively versus USD 50 for 300 mm silicon. Lead times stretched to 26 weeks in 2025 as coherent-transceiver demand spiked. Trade controls imposed by the United States on metal-organic chemical-vapor-deposition tools further tightened supply, forcing Chinese fabs to qualify domestic equipment. Scaling to 200 mm faces defect densities above 10^4 cm^-2 that degrade yield. The constraint is most acute in radio-frequency power amplifiers and high-power lasers where silicon substitutes are infeasible.

Other drivers and restraints analyzed in the detailed report include:

1. EU Green-Deal Incentives for Micro-LED And GaN Photonics Fabs
2. India's PLI Scheme Catalyzing Domestic Photonics Clusters
3. Thermal-Management Limits On >10 kW Diode Lasers

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Lasers generated 38.32% of 2025 product revenue, underscoring their status as the largest slice of the photonics market. Fiber-laser systems from IPG and Trumpf dominate metal cutting, welding, and additive manufacturing. Coherent shipped 2 million edge-emitting diode bars in 2024 for sensing and pumping, highlighting deep penetration into LiDAR and medical pumping tasks. Modulators and switches are slated for a 4.91% CAGR through 2031 as co-packaged optics displace pluggable modules in 51.2-terabit switches. Although general-illumination LEDs face margin pressure, micro-LED displays for augmented reality and automotive head-up systems are drawing USD-scale investments from AMS OSRAM and Plessey.

The long tail of sensors, detectors, fibers, and optical components remains essential for system performance. Hamamatsu recorded 25% shipment growth in detectors during 2024, driven by biosensing and autonomous-vehicle demand. Corning's bend-insensitive fiber met 5G fronthaul bend-radius requirements, shipping more than 100 million fiber-kilometers in 2024. Micro-optics such as isolators and circulators continue to enable telecom-grade reliability. While each niche is small, collectively they support the broader rise of the photonics market.

Silicon retained 34.52% revenue share in 2025 due to dominant use in silicon-photonics transceivers and CMOS image sensors. Yet compound semiconductors fetch higher gross margins because performance hinges on direct bandgap and wide-bandgap attributes. Indium-phosphide underpins coherent 400G and 800G transceivers with laser linewidths below 100 kHz, an unattainable parameter for silicon alone. Gallium-nitride is replacing silicon carbide above 1,200 V in electric-vehicle inverters, with Infineon and Wolfspeed shipping 200 mm wafers into traction platforms. Polymers and plastics, while only a niche, are registering a 4.67% CAGR as flexible waveguides enter wearable biosensors and foldable displays.

Diamond and sapphire substrates address extreme thermal or mechanical demands in defense and laser markets. Glass and silica remain workhorses for optical fibers, lithography mirrors, and precision lenses, with Schott and Ohara supplying ultra-low-expansion grades for deep-ultraviolet scanners. The evolving material mix signals a steady shift toward compound and specialty platforms, a core theme inside the wider photonics market.

Complete Report Scope:

• By Product
  • Lasers
    • Diode Lasers
    • Fiber Lasers
    • Solid-State and Others
  • LEDs
  • Sensors and Detectors
  • Optical Fibers and Waveguides
  • Modulators and Switches
  • Other Products
• By Material
  • Silicon
  • Glass and Silica
  • Compound Semiconductors (InP, GaAs, GaN)
  • Polymers and Plastics
  • Other Materials
• By Wavelength
  • Ultraviolet (UV)
  • Visible
  • Infrared
• By End-User Industry
  • Consumer Electronics
  • Aerospace and Defense
  • Display and Imaging
  • Solar Photovoltaics
  • LED Lighting
  • Medical and Bio-Instrumentation
  • Industrial and Manufacturing
  • Automotive (incl. LiDAR)
  • Data and Telecom
  • Other End-User Industries
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • Germany
    • United Kingdom
    • France
    • Italy
    • Spain
    • Rest of Europe
  • Asia Pacific
    • China
    • Japan
    • South Korea
    • India
    • South-East Asia
    • Rest of Asia Pacific
  • South America
    • Brazil
    • Rest of South America
  • Middle East
    • United Arab Emirates
    • Saudi Arabia
    • Rest of Middle East
  • Africa
    • South Africa
    • Rest of Africa

Geography Analysis

Asia Pacific commanded 41.37% of 2025 revenue, confirming its position as the largest regional block within the photonics market. China's LiDAR ecosystem, Japan's precision optics, and South Korea's display backlights create a dense supplier network. China alone shipped 60% of global LiDAR units in 2025, with Hesai and RoboSense controlling 65% of that volume. India's Production-Linked Incentive policy is drawing assembly lines from Southeast Asia into Bengaluru and Hyderabad, a shift expected to raise India's photonics market share modestly by 2031. Regional governments continue to balance export controls with domestic content targets, shaping how the photonics market evolves.

North America remains the design nucleus for silicon-photonics transceivers and defense photonics. Intel, Broadcom, and a cluster of fabless startups claimed roughly 55% of data-center optical-module sales in 2024. Defense contracting funnels steady demand for night-vision and missile-seeker optics that require U.S. export-license compliance. Despite these advantages, cost-sensitive manufacturing is gradually migrating toward Mexico for assembly and test operations. Europe leverages equipment suppliers ASML, Trumpf, and Carl Zeiss, positioning the region as a value-added node in the photonics supply chain.

The Middle East is the fastest-growing geography, forecast for a 5.23% CAGR through 2031. Sovereign wealth funds in the United Arab Emirates and Saudi Arabia have earmarked USD 3 billion for hyperscale data centers that each require hundreds of petabits of optical connectivity. Regulatory incentives include 50-year tax holidays and relaxed data-residency mandates, attracting cloud platforms previously concentrated in Europe. South America and Africa remain nascent but show fiber-to-the-home and 5G backhaul opportunities that will incrementally enlarge the photonics market size over the next decade.

1. Hamamatsu Photonics KK
2. Intel Corporation
3. Nokia Corporation
4. Coherent Corp.
5. AMS OSRAM AG
6. IPG Photonics Corp.
7. Signify NV
8. Lumentum Holdings Inc.
9. Infinera Corp.
10. NEC Corp.
11. Corning Inc.
12. Schott AG
13. Thorlabs Inc.
14. Jenoptik AG
15. Trumpf Photonics GmbH
16. Molex, LLC
17. Rockley Photonics Ltd.
18. Innolume GmbH
19. Aeva Technologies Inc.
20. Broadcom Inc. (Silicon Photonics)
21. Carl Zeiss AG
22. Nikon Corp.
23. Teledyne Technologies Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Proliferation of Data-Center Interconnect Spurring Silicon Photonics Transceiver Demand
  • 4.2.2 Adoption of LiDAR-Based ADAS Across Chinese Automotive OEMs
  • 4.2.3 EU Green-Deal Incentives for Micro-LED and GaN Photonics Fabs
  • 4.2.4 India's PLI Scheme Catalyzing Domestic Photonics Clusters
  • 4.2.5 Point-of-Care Biosensing Surge in United States and Europe
  • 4.2.6 Satellite Mega-Constellation Investments in Space-Qualified Photonics
• 4.3 Market Restraints
  • 4.3.1 Compound-Semiconductor Wafer Bottlenecks (InP, GaN <150 mm)
  • 4.3.2 Thermal-Management Limits on >10 kW Diode Lasers
  • 4.3.3 Interoperability Gaps Among Integrated Photonic IC Standards
  • 4.3.4 U.S.- China Trade Controls Elevating Cap-Ex Risk for Tool Makers
• 4.4 Industry Value-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Impact of Macroeconomic Factors on the Market
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Suppliers
  • 4.8.2 Bargaining Power of Buyers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitutes
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Product
  • 5.1.1 Lasers
    • 5.1.1.1 Diode Lasers
    • 5.1.1.2 Fiber Lasers
    • 5.1.1.3 Solid-State and Others
  • 5.1.2 LEDs
  • 5.1.3 Sensors and Detectors
  • 5.1.4 Optical Fibers and Waveguides
  • 5.1.5 Modulators and Switches
  • 5.1.6 Other Products
• 5.2 By Material
  • 5.2.1 Silicon
  • 5.2.2 Glass and Silica
  • 5.2.3 Compound Semiconductors (InP, GaAs, GaN)
  • 5.2.4 Polymers and Plastics
  • 5.2.5 Other Materials
• 5.3 By Wavelength
  • 5.3.1 Ultraviolet (UV)
  • 5.3.2 Visible
  • 5.3.3 Infrared
• 5.4 By End-User Industry
  • 5.4.1 Consumer Electronics
  • 5.4.2 Aerospace and Defense
  • 5.4.3 Display and Imaging
  • 5.4.4 Solar Photovoltaics
  • 5.4.5 LED Lighting
  • 5.4.6 Medical and Bio-Instrumentation
  • 5.4.7 Industrial and Manufacturing
  • 5.4.8 Automotive (incl. LiDAR)
  • 5.4.9 Data and Telecom
  • 5.4.10 Other End-User Industries
• 5.5 By Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Mexico
  • 5.5.2 Europe
    • 5.5.2.1 Germany
    • 5.5.2.2 United Kingdom
    • 5.5.2.3 France
    • 5.5.2.4 Italy
    • 5.5.2.5 Spain
    • 5.5.2.6 Rest of Europe
  • 5.5.3 Asia Pacific
    • 5.5.3.1 China
    • 5.5.3.2 Japan
    • 5.5.3.3 South Korea
    • 5.5.3.4 India
    • 5.5.3.5 South-East Asia
    • 5.5.3.6 Rest of Asia Pacific
  • 5.5.4 South America
    • 5.5.4.1 Brazil
    • 5.5.4.2 Rest of South America
  • 5.5.5 Middle East
    • 5.5.5.1 United Arab Emirates
    • 5.5.5.2 Saudi Arabia
    • 5.5.5.3 Rest of Middle East
  • 5.5.6 Africa
    • 5.5.6.1 South Africa
    • 5.5.6.2 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank, Products and Services, Recent Developments)
  • 6.4.1 Hamamatsu Photonics KK
  • 6.4.2 Intel Corporation
  • 6.4.3 Nokia Corporation
  • 6.4.4 Coherent Corp.
  • 6.4.5 AMS OSRAM AG
  • 6.4.6 IPG Photonics Corp.
  • 6.4.7 Signify NV
  • 6.4.8 Lumentum Holdings Inc.
  • 6.4.9 Infinera Corp.
  • 6.4.10 NEC Corp.
  • 6.4.11 Corning Inc.
  • 6.4.12 Schott AG
  • 6.4.13 Thorlabs Inc.
  • 6.4.14 Jenoptik AG
  • 6.4.15 Trumpf Photonics GmbH
  • 6.4.16 Molex, LLC
  • 6.4.17 Rockley Photonics Ltd.
  • 6.4.18 Innolume GmbH
  • 6.4.19 Aeva Technologies Inc.
  • 6.4.20 Broadcom Inc. (Silicon Photonics)
  • 6.4.21 Carl Zeiss AG
  • 6.4.22 Nikon Corp.
  • 6.4.23 Teledyne Technologies Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment