광전송 네트워크 시장 : 시장 점유율 분석, 산업 동향 및 통계, 성장 예측(2025-2030년)

The Optical Transport Network Market size is estimated at USD 27.00 billion in 2025, and is expected to reach USD 40.44 billion by 2030, at a CAGR of 8.41% during the forecast period (2025-2030).

Key Highlights

• Surging Demand Drives Optical Transport Network Market Growth: The Optical Transport Network (OTN) market is witnessing robust growth, spurred by rising demand for high-speed internet and rapid technological advancements. With the market projected to expand from USD 20.68 billion in 2022 to USD 34.41 billion by 2028, the industry is on track to register a CAGR of 8.41%.
• Internet Penetration Fuels Market Expansion: The surge in global internet usage and the rising demand for bandwidth-heavy applications are key factors propelling the OTN market forward.
• Increased connectivity: Cisco anticipates that by 2023, 66% of the global population will have internet access, amounting to 5.3 billion users worldwide.
• Device proliferation: Networked devices are expected to reach 29.3 billion by 2023, averaging 3.6 devices per person.
• China's role: With 1,032 million internet users and a 73% penetration rate by the end of 2021, China highlights the growing demand for OTN infrastructure to manage surging data traffic.
• Technological Innovations Reshape the Landscape: OTN solution providers are revolutionizing the market with innovations that enhance capacity and efficiency.
• Ciena's breakthrough: WaveLogic 5 Extreme technology achieved a record-breaking 800 GB/s on the NO-UK submarine cable.
• Nokia's expansion in Indonesia: Moratelindo's network capacity on Java Island was expanded to 2 terabytes, and to 3 terabytes in Jakarta, via Nokia's deployment.
• Huawei's strategic vision: Focused on premium connectivity and ubiquitous coverage, Huawei is positioning its optical transport solutions as key to supporting the massive bandwidth requirements of future services.
• 5G Deployment Accelerates Market Growth: The rapid global rollout of 5G networks is another significant growth driver for the OTN market.
• 5G subscriber growth: Ericsson projects 5G subscriptions to soar from 12 million in 2021 to over 3 billion by 2025.
• Regional adoption: North East Asia is expected to lead, with 1,460.04 million subscriptions by 2025, followed by significant growth in North America (362.92 million) and Western Europe (323.53 million).
• The 5G revolution is increasing the need for advanced OTN infrastructures capable of handling the exponential rise in data traffic.

Market Segmentation Reveals Growth Opportunities:

Key Highlights

• Technology leadership: Wavelength Division Multiplexing (WDM) dominated the market with a 48.08% share in 2022 and is expected to grow at a CAGR of 10.68% through 2028.
• Product offerings: Components led with a 58.03% market share in 2022, with a projected growth rate of 9.57%.
• End-user demand: The IT and Telecom sectors accounted for 75.85% of the market in 2022, with a forecasted 9.23% CAGR.
• Geographic focus: North America led with a 35.14% share in 2022, while Asia-Pacific is set to experience the fastest growth at a 9.73% CAGR.
• These dynamics highlight the market's potential for targeted growth strategies across technology, product, and geographic segments.

Optical Transport Network Market Trends

WDM Technology Segment is Expected to Hold Significant Market Share

• Dominant market position: The WDM segment solidified its status as the largest technology segment, capturing 48.08% of the OTN market in 2022. Its key role in telecommunications, supporting high-capacity data transmission, is critical in the industry's evolution.
• Robust growth trajectory: WDM is expected to maintain a high growth trajectory, with a projected CAGR of 10.68% from 2023 to 2028, driving its market value from USD 9.94 billion in 2022 to USD 18.58 billion by 2028.
• Technological advancements: Innovations such as the integration of digital coherent optics (DCO) into routers, bypassing traditional transport systems, are revolutionizing WDM adoption, offering greater flexibility in network design.
• Demand surge: The Asia-Pacific region, with 54.94% of the global population online by mid-2021, is driving demand for WDM, particularly in high-growth markets like China and India.

Asia-Pacific to Witness Fastest Growth

• Accelerated market expansion: Asia-Pacific is the fastest-growing region in the OTN market, with a projected CAGR of 9.73% from 2023 to 2028, reflecting a rise in market value from USD 5.92 billion in 2022 to USD 10.61 billion by 2028.
• Digital transformation initiatives: Government-led initiatives in countries like China, which aims to digitalize 70% of large enterprises by 2025, are spurring demand for advanced OTN technologies.
• Infrastructure investments: Investments in digital infrastructure, such as Biznet's expansion with Ciena's 6500 platform in Indonesia, are catalyzing OTN growth across the region.
• 5G rollout and IoT: The expansion of 5G and the proliferation of IoT devices, especially in China where IoT devices surpassed 2 billion in 2021, continue to fuel the demand for high-capacity optical networks.

Optical Transport Network Industry Overview

Global Players Dominate Consolidated OTN Market: The global OTN market is dominated by established players in a moderately consolidated landscape. Major telecoms like Nokia, Ciena, Cisco, Huawei, and Fujitsu lead the market, supplying a wide range of optical transport solutions that cater to growing demand for high-speed data transmission.

Innovation and partnerships drive leadership: Technological innovation and strategic partnerships are key to maintaining market leadership. For instance, Nokia and Ciena have introduced cutting-edge solutions, such as 600 Gbps line rates, and partnered with telecom operators for large-scale infrastructure projects.

Strategies for success: To increase market share, companies must invest in next-gen technologies like 400G optical transport solutions, tap into emerging markets in Asia-Pacific and Latin America, and focus on service-oriented offerings, such as Network-as-a-Service models. Emphasizing energy efficiency and sustainability in product design will also be critical for maintaining a competitive edge.

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 INSIGHT

• 4.1 Market Overview
• 4.2 Industry Attractiveness - Porter Five Forces
  • 4.2.1 Threat of New Entrants
  • 4.2.2 Bargaining Power of Buyers
  • 4.2.3 Bargaining Power of Suppliers
  • 4.2.4 Threat of Substitute Products
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Industry Value Chain Analysis
• 4.4 Assessment of the Impact of COVID-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Increasing Internet Penetration with Demand for High-speed Internet
  • 5.1.2 Technological Innovations by OTN Solution Providers
• 5.2 Market Challenges
  • 5.2.1 High Initial Investment

6 MARKET SEGMENTATION

• 6.1 By Technology
  • 6.1.1 WDM
  • 6.1.2 DWDM
  • 6.1.3 Other Technologies
• 6.2 By Offering
  • 6.2.1 Service
    • 6.2.1.1 Network Maintenance and Support
    • 6.2.1.2 Network Design
  • 6.2.2 Component
    • 6.2.2.1 Optical Transport
    • 6.2.2.2 Optical Switch
    • 6.2.2.3 Optical Platform
• 6.3 By End-user Vertical
  • 6.3.1 IT and Telecom
  • 6.3.2 Healthcare
  • 6.3.3 Government
  • 6.3.4 Other End-user Verticals
• 6.4 By Geography
  • 6.4.1 North America
  • 6.4.2 Europe
  • 6.4.3 Asia
  • 6.4.4 Australia and New Zealand
  • 6.4.5 Latin America
  • 6.4.6 Middle East and Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Nokia Corporation
  • 7.1.2 Ciena Corporation
  • 7.1.3 Cisco Systems Incorporation
  • 7.1.4 Huawei Technologies Co. Ltd
  • 7.1.5 Fujitsu Ltd
  • 7.1.6 ZTE Corporation
  • 7.1.7 Infinera Corporation
  • 7.1.8 Telefonaktiebolaget LM Ericsson
  • 7.1.9 NEC Corporation
  • 7.1.10 Yokogawa Electric Corporation

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS