세계의 실리콘 포토닉스 시장(2016-2030년) : 제품 용도, 최종 용도, 대역, 최종 사용자 산업, 지역별 기회 및 예측

Global silicon photonics industry has experienced significant growth in recent years and is expected to maintain a strong pace of expansion in the coming years. With a projected worth of approximately USD 1.56 billion in 2022, the market is forecasted to reach a value of USD 7.46 billion by 2030, displaying a solid CAGR of 21.6% from 2023 to 2030.

Silicon photonics offers compact, energy-efficient, and high-speed data transfer solutions. Its benefits include increased bandwidth, reduced power consumption, and integration of optical components onto semiconductor chips. The market is driven by the growing demand for data centers, 5G technology, and high-speed communication. Additionally, the rise in investments in silicon photonics, and applications in healthcare, automotive, and consumer electronics, coupled with advancements in R&D, are contributing to the rapid growth of the market.

Silicon photonics involves a plethora of highly upgraded technologies. Hence, the organizations are focusing on silicon photonics by investing a hefty sum of money. For example, in July 2022, Quantifi Photonics disclosed its focus on the testing of high-speed datacom and telecom equipment in the field of silicon photonics. The company confirmed the successful closure of a series C venture funding round, securing USD 15 million in investments.

Optical Cables are Significantly Driving the Market Growth

Optical cables play a key role in propelling the growth of the silicon photonics market. The demand for high-speed data transmission and optical interconnect solutions, particularly in data centers and telecommunications, is rising continuously. Silicon photonics technology, which leverages the efficient use of light for data transfer, is increasingly adopted to meet these demands. As a result, the expanding usage of optical cables is regarded as a key driver of the market, enabling faster and more efficient data communication across various industries. According to a survey conducted by the Fiber Broadband Association, in December 2022, on fiber optic providers, it was found that optical fiber technology is used by 43% of households in the United States.

Emergence of 5G Technology is Propelling the Market Growth Adequately

The rapid expansion of 5G technology is a primary driving force in the silicon photonics industry. Silicon photonics, with its capacity to deliver efficient and high-speed optical communication, is a critical enabler of 5G infrastructure as 5G networks demand high-speed and low-latency data transfer. Its involvement in the advancement of 5G technology, which is poised to revolutionize communication across numerous sectors, is fueling the growth of the silicon photonics market as it becomes a vital component in fulfilling the needs of the next-generation wireless technology.

For example, integrated photonics plays a vital role in the establishment of 5G networks across the globe. Integrated photonics allows photonic circuits to handle and transmit light, much like electronic integrated circuits managing electronic signals. Unlike electrons, photons move at the speed of light without disruption. It means that information can be transmitted more quickly and efficiently while consuming less energy.

Growing Demand for Military Communication Solutions is Catering to Extensive Opportunities

The increasing need for advanced military communication solutions has opened up significant opportunities in the silicon photonics market. The technology's high-speed data transmission capabilities and energy efficiency align well with the demands of modern military operations. Silicon photonics offers secure, fast, and reliable communication, making it a valuable asset in defense applications. As a result, the growing demand for military communication solutions is driving the adoption of silicon photonics, creating substantial prospects for market growth in this sector.

For example, in August 2022, DustPhotonics, a prominent developer of silicon photonics technology, collaborated with MaxLinear, a leading semiconductor firm specializing in communication applications. Together, they have showcased silicon photonics chipset featuring integrated lasers that can be directly controlled by a DSP (Digital Signal Processor) without requiring an external driver chip. The innovative approach offers outstanding total system performance in the defense sector.

North America Dominates the Global Silicon Photonics Market

North America has established its dominance in the global silicon photonics market. This supremacy can be attributed to a robust ecosystem of technology companies, research institutions, and significant investments in R&D. The region's leadership in data centers, telecommunications, and high-performance computing has driven the demand for silicon photonics. Additionally, North America's proactive approach to adopting emerging technologies and its role as an innovation hub has contributed to its leading position in the market.

For example, in June 2022, Intel Labs unveiled a significant breakthrough in integrated photonics research, a vital area in expanding data transmission capabilities. They describe this field as the "next frontier" for enhancing communication bandwidth between computing silicon in data centers and across networks. Intel envisions this advancement as offering a future input/output (I/O) interface with enhanced energy efficiency, and greater bandwidth.

Government Initiatives

Government initiatives play a crucial role in fostering market growth. These initiatives are essential as they foster R&D, support the growth of domestic silicon photonics companies, and incentivize the adoption of this technology in critical sectors like telecommunications, defense, and healthcare. Moreover, government backing can provide funding for research, create favorable regulatory environments, and stimulate collaboration between academia and industry. Such support is vital in harnessing the potential of silicon photonics to drive economic growth, enhance national security, and promote innovation in various applications, ultimately benefiting both industries and society.

For example, the OUSD KANAGAWA program has played a vital role in fostering innovation and advancement in the silicon photonics market. By promoting collaboration between the U.S. Department of Defense, private industry, and academic institutions, the program has accelerated research, development, and deployment of silicon photonics technology, contributing to its growth and broader adoption in various critical sectors.

Impact of COVID-19

Before the COVID-19 pandemic, the global silicon photonics market was steadily expanding, fueled by the growing demand for high-speed data transmission in various sectors. However, the pandemic initially disrupted the market with supply chain disruptions, production challenges, and economic uncertainties. Many companies faced setbacks in their deployment and expansion plans. In the post-COVID-19 landscape, the market rebounded and experienced renewed growth. The pandemic accelerated the need for reliable and efficient data transmission, particularly in remote work, online education, and telehealth, driving investment in data centers and infrastructure. Moreover, silicon photonics, with its capacity for high-speed and energy-efficient data transfer, became a pivotal technology, and its applications in emerging technologies like 5G, IoT, and AI further fueled the market's expansion, solidifying its role in the present and future of global telecommunications and data transmission.

Key Players Landscape and Outlook

The silicon photonics market is expanding at a rapid rate, primarily due to the increasing significance of the IT and telecommunications industry. The market's rapid growth is further fueled by substantial corporate investments aimed at improving R&D capabilities, fostering collaboration, enhancing marketing strategies, and expanding distribution networks. These combined factors are actively propelling the market's substantial and rapid expansion rate.

In September 2023, at a conference in California, Intel unveiled a 528-thread processor featuring 1TB/s silicon photonics interconnects , designed to efficiently handle extensive analytics workloads while maintaining low power consumption. The processor was specially designed using a customized RISC architecture to support DARPA's Hierarchical Identity Verify Exploit (HIVE) program, a U.S. military initiative aimed at developing a graph analytics processor capable of processing streaming data 100 times faster as compared to the traditional compute architectures.

Table of Contents

1. Research Methodology

2. Project Scope & Definitions

3. Impact of COVID-19 on Global Silicon Photonics Market

4. Executive Summary

5. Voice of Customer

• 5.1. Product and Market Intelligence
• 5.2. Mode of Brand Awareness
• 5.3. Factors Considered in Purchase Decisions
  • 5.3.1. Features and other value-added service
  • 5.3.2. IT Infrastructure Compatibility
  • 5.3.3. Efficiency of Solutions
  • 5.3.4. After-Sales Support
• 5.4. Consideration of Privacy & Safety Regulations

6. Global Silicon Photonics Market Outlook, 2016-2030F

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. By Product Application
  • 6.2.1. Optical Transceivers
  • 6.2.2. Integrated lasers
  • 6.2.3. Optical amplifiers
  • 6.2.4. Optical cables
  • 6.2.5. Optical Waveguides
  • 6.2.6. Wavelength-Division Multiplexing (WDM) Filters
  • 6.2.7. Photodetectors
  • 6.2.8. Others
• 6.3. By End-user Application
  • 6.3.1. Data Centres
  • 6.3.2. High-Performance Computing (HPC)
  • 6.3.3. Optical Sensing
  • 6.3.4. LiDAR Systems
  • 6.3.5. Photonic Integrated Circuits (PICs)
  • 6.3.6. Others
• 6.4. By Wavelength Band
  • 6.4.1. O-Band (Original Band) - 1260 nm to 1360 nm
  • 6.4.2. C-Band (Conventional Band) - 1530 nm to 1565 nm
  • 6.4.3. L-Band (Long Wavelength Band) - 1565 nm to 1625 nm
  • 6.4.4. Extended C-Band and S-Band: - 1625 nm and 1460 nm
• 6.5. By End-use Industry
  • 6.5.1. IT & Telecommunications
  • 6.5.2. Healthcare & Life Sciences
    • 6.5.2.1. Hospitals
    • 6.5.2.2. R&D Laboratories
    • 6.5.2.3. Others
  • 6.5.3. Consumer Electronics
    • 6.5.3.1. Smartphones and Tablets
    • 6.5.3.2. Laptops and Desktops
    • 6.5.3.3. Others
  • 6.5.4. Defense & Security
  • 6.5.5. Media & Advertising
  • 6.5.6. Automotive
    • 6.5.6.1. Non-EV vehicles
    • 6.5.6.2. EV and Hybrid Vehicles
  • 6.5.7. Others
• 6.6. By Region
  • 6.6.1. North America
  • 6.6.2. Europe
  • 6.6.3. South America
  • 6.6.4. Asia-Pacific
  • 6.6.5. Middle East and Africa
• 6.7. By Company Market Share (%), 2022

7. Global Silicon Photonics Market Outlook, By Region, 2016-2030F

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. North America*
  • 7.2.1. By Product Application
    • 7.2.1.1. Optical Transceivers
    • 7.2.1.2. Integrated lasers
    • 7.2.1.3. Optical amplifiers
    • 7.2.1.4. Optical cables
    • 7.2.1.5. Optical Waveguides
    • 7.2.1.6. Wavelength-Division Multiplexing (WDM) Filters
    • 7.2.1.7. Photodetectors
    • 7.2.1.8. Others
  • 7.2.2. By End-user Application
    • 7.2.2.1. Data Centres
    • 7.2.2.2. High-Performance Computing (HPC)
    • 7.2.2.3. Optical Sensing
    • 7.2.2.4. LiDAR Systems
    • 7.2.2.5. Photonic Integrated Circuits (PICs)
    • 7.2.2.6. Others
  • 7.2.3. By Wavelength Band
    • 7.2.3.1. O-Band (Original Band) - 1260 nm to 1360 nm
    • 7.2.3.2. C-Band (Conventional Band) - 1530 nm to 1565 nm
    • 7.2.3.3. L-Band (Long Wavelength Band) - 1565 nm to 1625 nm
    • 7.2.3.4. Extended C-Band and S-Band: - 1625 nm and 1460 nm
  • 7.2.4. By End-use Industry
    • 7.2.4.1. IT & Telecommunications
    • 7.2.4.2. Healthcare & Life Sciences
    • 7.2.4.2.1. Hospitals
    • 7.2.4.2.2. R&D Laboratories
    • 7.2.4.2.3. Others
    • 7.2.4.3. Consumer Electronics
    • 7.2.4.3.1. Smartphones and Tablets
    • 7.2.4.3.2. Laptops and Desktops
    • 7.2.4.3.3. Others
    • 7.2.4.4. Defense & Security
    • 7.2.4.5. Media & Advertising
    • 7.2.4.6. Automotive
    • 7.2.4.6.1. Non-EV vehicles
    • 7.2.4.6.2. EV and Hybrid Vehicles
    • 7.2.4.7. Others
  • 7.2.5. United States*
    • 7.2.5.1. Market Size & Forecast
    • 7.2.5.1.1. By Value
    • 7.2.5.2. By Product Application
    • 7.2.5.2.1. Optical Transceivers
    • 7.2.5.2.2. Integrated lasers
    • 7.2.5.2.3. Optical amplifiers
    • 7.2.5.2.4. Optical cables
    • 7.2.5.2.5. Optical Waveguides
    • 7.2.5.2.6. Wavelength-Division Multiplexing (WDM) Filters
    • 7.2.5.2.7. Photodetectors
    • 7.2.5.2.8. Others
    • 7.2.5.3. By End-user Application
    • 7.2.5.3.1. Data Centres
    • 7.2.5.3.2. High-Performance Computing (HPC)
    • 7.2.5.3.3. Optical Sensing
    • 7.2.5.3.4. LiDAR Systems
    • 7.2.5.3.5. Photonic Integrated Circuits (PICs)
    • 7.2.5.3.6. Others
    • 7.2.5.4. By Wavelength Band
    • 7.2.5.4.1. O-Band (Original Band) - 1260 nm to 1360 nm
    • 7.2.5.4.2. C-Band (Conventional Band) - 1530 nm to 1565 nm
    • 7.2.5.4.3. L-Band (Long Wavelength Band) - 1565 nm to 1625 nm
    • 7.2.5.4.4. Extended C-Band and S-Band: - 1625 nm and 1460 nm
    • 7.2.5.5. By End-use Industry
    • 7.2.5.5.1. IT & Telecommunications
    • 7.2.5.5.2. Healthcare & Life Sciences
    • 7.2.5.5.2.1. Hospitals
    • 7.2.5.5.2.2. R&D Laboratories
    • 7.2.5.5.2.3. Others
    • 7.2.5.5.3. Consumer Electronics
    • 7.2.5.5.3.1. Smartphones and Tablets
    • 7.2.5.5.3.2. Laptops and Desktops
    • 7.2.5.5.3.3. Others
    • 7.2.5.5.4. Defense & Security
    • 7.2.5.5.5. Media & Advertising
    • 7.2.5.5.6. Automotive
    • 7.2.5.5.6.1. Non-EV vehicles
    • 7.2.5.5.6.2. EV and Hybrid Vehicles
    • 7.2.5.5.7. Others
  • 7.2.6. Canada
  • 7.2.7. Mexico

All segments will be provided for all regions and countries covered:

• 7.3. Europe
  • 7.3.1. Germany
  • 7.3.2. France
  • 7.3.3. Italy
  • 7.3.4. United Kingdom
  • 7.3.5. Russia
  • 7.3.6. Netherlands
  • 7.3.7. Spain
  • 7.3.8. Turkey
  • 7.3.9. Poland
• 7.4. South America
  • 7.4.1. Brazil
  • 7.4.2. Argentina
• 7.5. Asia-Pacific
  • 7.5.1. India
  • 7.5.2. China
  • 7.5.3. Japan
  • 7.5.4. Australia
  • 7.5.5. Vietnam
  • 7.5.6. South Korea
  • 7.5.7. Indonesia
  • 7.5.8. Philippines
• 7.6. Middle East & Africa
  • 7.6.1. Saudi Arabia
  • 7.6.2. UAE
  • 7.6.3. South Africa

8. Market Mapping, 2022

• 8.1. By Product Application
• 8.2. By End-user Application
• 8.3. By Wavelength Band
• 8.4. By End-use Industry
• 8.5. By Region

9. Macro Environment and Industry Structure

• 9.1. PESTEL Analysis
  • 9.1.1. Political Factors
  • 9.1.2. Economic System
  • 9.1.3. Social Implications
  • 9.1.4. Technological Advancements
  • 9.1.5. Environmental Impacts
  • 9.1.6. Legal Compliances and Regulatory Policies (Statutory Bodies Included)
• 9.2. Porter's Five Forces Analysis
  • 9.2.1. Supplier Power
  • 9.2.2. Buyer Power
  • 9.2.3. Substitution Threat
  • 9.2.4. Threat from New Entrant
  • 9.2.5. Competitive Rivalry

10. Market Dynamics

• 10.1. Growth Drivers
• 10.2. Growth Inhibitors (Challenges and Restraints)

11. Key Players Landscape

• 11.1. Competition Matrix of Top Five Market Leaders
• 11.2. Market Revenue Analysis of Top Five Market Leaders (in %, 2022)
• 11.3. Mergers and Acquisitions/Joint Ventures (If Applicable)
• 11.4. SWOT Analysis (For Five Market Players)
• 11.5. Patent Analysis (If Applicable)

12. Pricing Analysis

13. Case Studies

14. Key Players Outlook

• 14.1. Intel Corporation
  • 14.1.1. Company Details
  • 14.1.2. Key Management Personnel
  • 14.1.3. Products & Services
  • 14.1.4. Financials (As reported)
  • 14.1.5. Key Market Focus & Geographical Presence
  • 14.1.6. Recent Developments
• 14.2. Cisco Systems, Inc.
• 14.3. IBM Corporation
• 14.4. STMicroelectronics N.V.
• 14.5. Infinera Corporation
• 14.6. Koch Industries, Inc.
• 14.7. Das Photonics, S.L
• 14.8. Adtran Networks SE
• 14.9. GlobalFoundries U.S. Inc.
• 14.10. NVIDIA Corporation

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

15. Strategic Recommendations

16. About Us & Disclaimer