세계의 광 인터커넥트 시장 예측(-2030년) : 제품 유형, 컴포넌트 유형, 인터커넥트 레벨, 데이터 레이트, 용도, 최종 사용자, 지역별 분석

According to Stratistics MRC, the Global Optical Interconnect Market is accounted for $17.1 billion in 2024 and is expected to reach $39.7 billion by 2030 growing at a CAGR of 15.1% during the forecast period. Optical interconnects are high-speed data transmission systems that use optical signals to transfer information between different components or devices within a network or computer system. Unlike traditional electrical interconnects, which rely on electrical signals and conductive materials, optical interconnects utilize light signals transmitted through optical fibers or waveguides. This method allows for greater bandwidth, faster data transfer rates, and reduced signal degradation over long distances, making it ideal for high-performance computing and telecommunications applications.

According to IEEE Communications, all-optical networks could provide up to 75% energy savings in the data centers. According to the November 2020 edition of the Ericsson Mobility Report, North America was expected to end 2020 with about 4% of its mobile subscriptions being 5G.

Market Dynamics:

Driver:

Increasing demand for communication bandwidth

The market is experiencing increasing demand for communication bandwidth due to the rapid growth in data consumption and the need for higher-speed connectivity. As industries such as cloud computing and telecommunications expand, the demand for optical interconnects rises to meet the need for faster data transfer and greater network capacity. They provide a solution by offering higher bandwidth and lower latency compared to traditional electrical connections, supporting the growing requirements for efficient and scalable data communication.

Restraint:

Slow commercialization of technologies

The slow commercialization of technologies in the market can hinder industry growth. Delays in bringing new optical interconnect solutions to market can lead to missed opportunities for enhancing network performance and capacity. This stagnation may result in increased costs for consumers and businesses, as they rely on outdated technologies. Additionally, slow commercialization can impede the competitive edge of companies, affecting their market position and ability to meet the rising demand for high-speed data transmission.

Opportunity:

Surge in global deployment of datacenters

As businesses and cloud service providers expand their data center infrastructure to handle increasing data volumes and support advanced applications, the demand for high-speed, high-bandwidth optical interconnects rises. Optical interconnects are essential for efficiently connecting and transferring data between data center components, enabling faster, more reliable communication. This trend is fueling advancements in optical technology and increasing market opportunities for optical interconnect solutions.

Threat:

High deployment costs

High deployment costs in the market can restrict widespread adoption and slow down technological progress. The significant investment required for installing and integrating optical interconnect systems can be a barrier for many businesses, especially smaller enterprises and startups. This can lead to reliance on less efficient, traditional technologies, potentially stalling advancements in data transfer speeds and network performance. Additionally, high costs may limit competition and reduce the overall market growth potential.

Covid-19 Impact:

The COVID-19 pandemic significantly impacted the market by accelerating the demand for high-speed data solutions due to increased reliance on remote work, online services, and digital communication. The surge in data traffic stressed existing networks, highlighting the need for advanced optical interconnect technologies. However, the pandemic also disrupted supply chains and delayed technology deployments, affecting the market's growth.

The optical transceivers segment is expected to be the largest during the forecast period

The optical transceivers is expected to be the largest during the forecast period. These devices convert electrical signals into optical signals and vice versa, facilitating efficient communication across optical fibers. Optical transceivers are essential for expanding bandwidth and improving data transfer rates in data centers, telecommunications, and high-performance computing environments. Their advancements contribute to enhanced network performance and increased scalability, driving innovation and growth within the market.

The data centers segment is expected to have the highest CAGR during the forecast period

The data centers segment is expected to have the highest CAGR during the forecast period. Optical interconnects enable rapid data transfer and connectivity between servers, storage systems, and network components within data centers, supporting the growing demands for data processing and cloud services. Their ability to provide high bandwidth and low latency is crucial for optimizing data center performance, scalability, and reliability, driving advancements in the optical interconnect technology.

Region with largest share:

North America is projected to hold the largest market share during the forecast period. Key factors include the growth of data centers, cloud computing, and telecommunications sectors, which require efficient and high-bandwidth optical solutions. North America's leading technology companies and investments in research and development further fuel market growth. However, high deployment costs and evolving technological standards pose challenges, impacting the rate of adoption and market dynamics.

Region with highest CAGR:

Asia Pacific is projected to witness the highest CAGR over the forecast period driven by the increasing demand for high-speed connectivity, deployment of 5G networks, and the presence of major data centers. The presence of strong end users and dominance of domestic markets is fueling the sales of optical interconnect systems in the region. Deployment of 5G networks leading to heightened demand for optical interconnects solutions to support fronthaul and backhaul network requirements.

Key players in the market

Some of the key players in Optical Interconnect market include 3M Company, Sumitomo Electric Industries, Ltd., Molex Electronic Solutions, Amphenol Corporation, TE Connectivity, Corning Incorporated, Cisco Systems Inc., Huawei Technologies Co. Ltd., Lumentum Operations LLC, Infinera Corporation, Broadcom Inc., Fujitsu Ltd., NVIDIA Corporation, Finisar Corporation, Ciena Corporation, ECI Telecom, Lightwave Logic, Inc., Avago Technologies and KDDI Corporation.

Key Developments:

In August 2024, Sumitomo Electric Industries, Ltd. has announced the successful completion of the Greenlink Interconnector Project, further showcasing its unparalleled expertise in cable manufacturing and installation.

In June 2024, TE Connectivity (TE) has expanded its VITA 66 optical backplane interconnect family with the new VITA 66.5 Style D optical modules. The company, which specialises in connectivity and sensors, said the high-density modules provide a rugged, blind-mate optical interconnect solution for aerospace, defence, and marine applications.

Product Types Covered:

• Optical Transceivers
• Active Optical Cables (AOCs)
• Cable Assemblies
• Free Space Optics
• Silicon Photonics
• Optical Engines
• Other Product Types

Component Types Covered:

• Switches
• Amplifiers
• Cables
• Connectors
• Circulators

Interconnect Levels Covered:

• Metro and Long-haul
• Board-to-Board and Rack-level
• Chip and Board-level

Data Rates Covered:

• Less than 10 Gbps
• 10 Gbps to 40 Gbps
• 41 Gbps to 100 Gbps
• More than 100 Gbps

Applications Covered:

• Data Centers
• Telecommunication Networks
• High-Performance Computing (HPC)
• Enterprise Networks
• Broadcast and Media
• Other Applications

End Users Covered:

• Telecommunications Service Providers
• Data Centers
• Enterprise Users
• Government and Defense
• Research and Education
• Other End Users

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Product Analysis
• 3.7 Application Analysis
• 3.8 End User Analysis
• 3.9 Emerging Markets
• 3.10 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Optical Interconnect Market, By Product Type

• 5.1 Introduction
• 5.2 Optical Transceivers
• 5.3 Active Optical Cables (AOCs)
• 5.4 Cable Assemblies
• 5.5 Free Space Optics
• 5.6 Silicon Photonics
• 5.7 Optical Engines
• 5.8 Other Product Types

6 Global Optical Interconnect Market, By Component Type

• 6.1 Introduction
• 6.2 Switches
• 6.3 Amplifiers
• 6.4 Cables
• 6.5 Connectors
• 6.6 Circulators

7 Global Optical Interconnect Market, By Interconnect Level

• 7.1 Introduction
• 7.2 Metro and Long-haul
• 7.3 Board-to-Board and Rack-level
• 7.4 Chip and Board-level

8 Global Optical Interconnect Market, By Data Rate

• 8.1 Introduction
• 8.2 Less than 10 Gbps
• 8.3 10 Gbps to 40 Gbps
• 8.4 41 Gbps to 100 Gbps
• 8.5 More than 100 Gbps

9 Global Optical Interconnect Market, By Application

• 9.1 Introduction
• 9.2 Data Centers
• 9.3 Telecommunication Networks
• 9.4 High-Performance Computing (HPC)
• 9.5 Enterprise Networks
• 9.6 Broadcast and Media
• 9.7 Other Applications

10 Global Optical Interconnect Market, By End User

• 10.1 Introduction
• 10.2 Telecommunications Service Providers
• 10.3 Data Centers
• 10.4 Enterprise Users
• 10.5 Government and Defense
• 10.6 Research and Education
• 10.7 Other End Users

11 Global Optical Interconnect Market, By Geography

• 11.1 Introduction
• 11.2 North America
  • 11.2.1 US
  • 11.2.2 Canada
  • 11.2.3 Mexico
• 11.3 Europe
  • 11.3.1 Germany
  • 11.3.2 UK
  • 11.3.3 Italy
  • 11.3.4 France
  • 11.3.5 Spain
  • 11.3.6 Rest of Europe
• 11.4 Asia Pacific
  • 11.4.1 Japan
  • 11.4.2 China
  • 11.4.3 India
  • 11.4.4 Australia
  • 11.4.5 New Zealand
  • 11.4.6 South Korea
  • 11.4.7 Rest of Asia Pacific
• 11.5 South America
  • 11.5.1 Argentina
  • 11.5.2 Brazil
  • 11.5.3 Chile
  • 11.5.4 Rest of South America
• 11.6 Middle East & Africa
  • 11.6.1 Saudi Arabia
  • 11.6.2 UAE
  • 11.6.3 Qatar
  • 11.6.4 South Africa
  • 11.6.5 Rest of Middle East & Africa

12 Key Developments

• 12.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 12.2 Acquisitions & Mergers
• 12.3 New Product Launch
• 12.4 Expansions
• 12.5 Other Key Strategies

13 Company Profiling

• 13.1 3M Company
• 13.2 Sumitomo Electric Industries, Ltd.
• 13.3 Molex Electronic Solutions
• 13.4 Amphenol Corporation
• 13.5 TE Connectivity
• 13.6 Corning Incorporated
• 13.7 Cisco Systems Inc.
• 13.8 Huawei Technologies Co. Ltd.
• 13.9 Lumentum Operations LLC
• 13.10 Infinera Corporation
• 13.11 Broadcom Inc.
• 13.12 Fujitsu Ltd.
• 13.13 NVIDIA Corporation
• 13.14 Finisar Corporation
• 13.15 Ciena Corporation
• 13.16 ECI Telecom
• 13.17 Lightwave Logic, Inc.
• 13.18 Avago Technologies
• 13.19 KDDI Corporation