서드파티 광 트랜시버 시장 : 세계 산업 규모, 점유율, 동향, 기회, 예측 - 용도별, 유형별, 데이터 레이트별, 지역별 및 경쟁(2021-2031년)

The Global Third-party Optical Transceivers Market is projected to increase from USD 3.28 Billion in 2025 to USD 6.14 Billion by 2031, reflecting a CAGR of 11.02%. Third-party optical transceivers are independently produced fiber optic modules engineered to transmit and receive data while ensuring full compatibility with networking hardware from original equipment manufacturers. This market growth is primarily fueled by the significant cost advantages these components offer over name-brand equivalents and the industry's growing reliance on Multi-Source Agreements that guarantee interface interoperability. Furthermore, the rising demand for high-bandwidth connectivity within hyperscale data centers and telecommunications infrastructure actively promotes the adoption of these capital-efficient solutions.

A major obstacle hindering wider market expansion involves firmware locking mechanisms utilized by certain hardware vendors to block the operation of non-proprietary modules. Despite this barrier, physical network infrastructure continues to grow rapidly, creating a sustained need for optical hardware. As reported by the Fiber Broadband Association, fiber broadband deployments reached a new annual record in 2024, with 10.3 million U.S. homes passed. This substantial rise in network density emphasizes the critical necessity for accessible and scalable optical components to support modern digital requirements.

Market Driver

The rapid growth of hyperscale data centers and cloud infrastructure is a primary catalyst for the adoption of third-party optical transceivers. As technology companies incorporate artificial intelligence and machine learning, the demand for high-density interconnects has surged, requiring cost-effective solutions for disaggregated hardware environments. This trend is supported by heavy capital allocation toward technical infrastructure; for instance, Alphabet Inc. reported capital expenditures of $12 billion in its First Quarter 2024 Results in April 2024, largely driven by investments in servers and data centers. Such massive spending highlights the pressure on operators to optimize hardware costs, favoring compatible transceivers that meet strict bandwidth demands without the premium price associated with proprietary OEM modules.

Simultaneously, the accelerated rollout of 5G networks is reshaping the demand for optical components in front-haul and back-haul links. Operators are densifying their physical footprints to support higher data rates, resulting in a volume-driven market where supply chain agility and unit cost are crucial. According to the Ericsson Mobility Report from June 2024, 5G subscriptions grew by 160 million during the first quarter of 2024 alone. To maintain this growth trajectory while managing operational expenses, carriers are increasingly validating third-party optics. Additionally, general infrastructure investment continues to scale; Vantage Data Centers secured a $9.2 billion equity investment in 2024 to accelerate its global platform expansion, underscoring the vital role of accessible optical hardware in the expanding digital ecosystem.

Market Challenge

Firmware locking mechanisms employed by original equipment manufacturers represent a severe impediment to the Global Third-party Optical Transceivers Market. These restrictive coding protocols allow network hardware to detect and reject modules that do not carry a specific vendor's digital signature, thereby forcing network operators to purchase higher-priced proprietary components. This practice directly hampers market growth by neutralizing the primary value proposition of third-party solutions, which is to provide cost-effective and flexible connectivity options. Consequently, despite the technical equivalence of independent modules, many enterprises are compelled to bypass these capital-efficient alternatives to avoid operational disruptions or warranty disputes, artificially suppressing the addressable market for third-party vendors.

The restricting impact of these locks is particularly evident when contrasted with the industry's technical readiness for open standards. According to the Optical Internetworking Forum, a record 47 member companies participated in multi-vendor interoperability demonstrations in 2024, representing a 38 percent increase in participation compared to the previous year. This data highlights a robust industry-wide drive toward compatibility and standardized performance; however, firmware locking mechanisms effectively block this progress in deployed networks. By preventing the practical application of these interoperable technologies, hardware vendors maintain market dominance and stifle the competitive expansion that third-party manufacturers are otherwise poised to deliver.

Market Trends

The accelerated migration to 800G and 1.6T data rates is fundamentally reshaping the third-party transceiver market as hyperscale data centers demand unprecedented bandwidth for artificial intelligence clusters. Independent manufacturers are rapidly scaling production of these high-speed modules to offer cost-effective alternatives to proprietary OEM solutions, focusing on compatibility with next-generation switching silicon. This aggressive shift towards higher throughputs is evidenced by the surging financial performance of key contract manufacturers who support these advanced optical ecosystems. For example, Fabrinet reported revenue of $731.5 million in its Third Quarter Fiscal Year 2024 Financial Results in May 2024, a performance explicitly driven by record datacom revenue from continued demand for high-data-rate products.

The strategic diversification of global manufacturing supply chains has emerged as a critical trend as vendors mitigate geopolitical risks and tariffs by expanding production capabilities outside of traditional hubs like China. Third-party optical suppliers are increasingly establishing fully redundant manufacturing operations in regions such as Southeast Asia to ensure business continuity and meet the rigorous compliance requirements of Western telecommunications operators. This operational pivot is highlighted by significant volume milestones in these new geographies. According to Coherent Corp.'s Fourth Quarter and Full Year Fiscal 2024 Results in August 2024, the company demonstrated this resilience by announcing it had shipped over 300 million datacom transceivers from its facility in Ipoh, Malaysia, since the site's inception.

Key Market Players

• II-VI Incorporated
• Broadcom Inc.
• Lumentum Holdings Inc.
• Sumitomo Electric Industries, Ltd.
• Accelink Technology Co., Ltd.
• Smartoptics Technology AB
• Infinera Corporation
• Fujitsu Optical Components Co., Ltd.
• Hisense Broadband Multimedia Technology Co., Ltd.
• Huawei Technologies Co., Ltd.

Report Scope

In this report, the Global Third-party Optical Transceivers Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Third-party Optical Transceivers Market, By Application

• Data Centres
• Telecommunications
• Enterprise Networking
• Others

Third-party Optical Transceivers Market, By Type

• Small Form-factor Pluggable
• Enhanced Small Form Factor Pluggable
• Quad Small Form Factor Pluggable
• Others

Third-party Optical Transceivers Market, By Data Rate

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

Third-party Optical Transceivers Market, By Region

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • France
  • United Kingdom
  • Italy
  • Germany
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • Australia
  • South Korea
• South America
  • Brazil
  • Argentina
  • Colombia
• Middle East & Africa
  • South Africa
  • Saudi Arabia
  • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Third-party Optical Transceivers Market.

Available Customizations:

Global Third-party Optical Transceivers Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Third-party Optical Transceivers Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Application (Data Centres, Telecommunications, Enterprise Networking, Others)
  • 5.2.2. By Type (Small Form-factor Pluggable, Enhanced Small Form Factor Pluggable, Quad Small Form Factor Pluggable, Others)
  • 5.2.3. By Data Rate (Less Than 10 Gbps, 10 Gbps to 40 Gbps, 41 Gbps to 100 Gbps, More Than 100 Gbps)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Third-party Optical Transceivers Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Application
  • 6.2.2. By Type
  • 6.2.3. By Data Rate
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Third-party Optical Transceivers Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Application
      • 6.3.1.2.2. By Type
      • 6.3.1.2.3. By Data Rate
  • 6.3.2. Canada Third-party Optical Transceivers Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Application
      • 6.3.2.2.2. By Type
      • 6.3.2.2.3. By Data Rate
  • 6.3.3. Mexico Third-party Optical Transceivers Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Application
      • 6.3.3.2.2. By Type
      • 6.3.3.2.3. By Data Rate

7. Europe Third-party Optical Transceivers Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Application
  • 7.2.2. By Type
  • 7.2.3. By Data Rate
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Third-party Optical Transceivers Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Application
      • 7.3.1.2.2. By Type
      • 7.3.1.2.3. By Data Rate
  • 7.3.2. France Third-party Optical Transceivers Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Application
      • 7.3.2.2.2. By Type
      • 7.3.2.2.3. By Data Rate
  • 7.3.3. United Kingdom Third-party Optical Transceivers Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Application
      • 7.3.3.2.2. By Type
      • 7.3.3.2.3. By Data Rate
  • 7.3.4. Italy Third-party Optical Transceivers Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Application
      • 7.3.4.2.2. By Type
      • 7.3.4.2.3. By Data Rate
  • 7.3.5. Spain Third-party Optical Transceivers Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Application
      • 7.3.5.2.2. By Type
      • 7.3.5.2.3. By Data Rate

8. Asia Pacific Third-party Optical Transceivers Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Application
  • 8.2.2. By Type
  • 8.2.3. By Data Rate
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Third-party Optical Transceivers Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Application
      • 8.3.1.2.2. By Type
      • 8.3.1.2.3. By Data Rate
  • 8.3.2. India Third-party Optical Transceivers Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Application
      • 8.3.2.2.2. By Type
      • 8.3.2.2.3. By Data Rate
  • 8.3.3. Japan Third-party Optical Transceivers Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Application
      • 8.3.3.2.2. By Type
      • 8.3.3.2.3. By Data Rate
  • 8.3.4. South Korea Third-party Optical Transceivers Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Application
      • 8.3.4.2.2. By Type
      • 8.3.4.2.3. By Data Rate
  • 8.3.5. Australia Third-party Optical Transceivers Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Application
      • 8.3.5.2.2. By Type
      • 8.3.5.2.3. By Data Rate

9. Middle East & Africa Third-party Optical Transceivers Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Application
  • 9.2.2. By Type
  • 9.2.3. By Data Rate
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Third-party Optical Transceivers Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Application
      • 9.3.1.2.2. By Type
      • 9.3.1.2.3. By Data Rate
  • 9.3.2. UAE Third-party Optical Transceivers Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Application
      • 9.3.2.2.2. By Type
      • 9.3.2.2.3. By Data Rate
  • 9.3.3. South Africa Third-party Optical Transceivers Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Application
      • 9.3.3.2.2. By Type
      • 9.3.3.2.3. By Data Rate

10. South America Third-party Optical Transceivers Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Application
  • 10.2.2. By Type
  • 10.2.3. By Data Rate
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Third-party Optical Transceivers Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Application
      • 10.3.1.2.2. By Type
      • 10.3.1.2.3. By Data Rate
  • 10.3.2. Colombia Third-party Optical Transceivers Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Application
      • 10.3.2.2.2. By Type
      • 10.3.2.2.3. By Data Rate
  • 10.3.3. Argentina Third-party Optical Transceivers Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Application
      • 10.3.3.2.2. By Type
      • 10.3.3.2.3. By Data Rate

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Third-party Optical Transceivers Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. II-VI Incorporated
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. Broadcom Inc.
• 15.3. Lumentum Holdings Inc.
• 15.4. Sumitomo Electric Industries, Ltd.
• 15.5. Accelink Technology Co., Ltd.
• 15.6. Smartoptics Technology AB
• 15.7. Infinera Corporation
• 15.8. Fujitsu Optical Components Co., Ltd.
• 15.9. Hisense Broadband Multimedia Technology Co., Ltd.
• 15.10. Huawei Technologies Co., Ltd.

16. Strategic Recommendations

17. About Us & Disclaimer