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市場調査レポート
商品コード
1352163
光相互接続の世界市場-2023年~2030年Global Optical Interconnects Market - 2023-2030 |
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カスタマイズ可能
適宜更新あり
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光相互接続の世界市場-2023年~2030年 |
出版日: 2023年09月27日
発行: DataM Intelligence
ページ情報: 英文 186 Pages
納期: 即日から翌営業日
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世界の光相互接続市場は、2022年に145億米ドルに達し、2023-2030年の予測期間中にCAGR 13.2%で成長し、2030年には293億米ドルに達すると予測されています。
特にデータセンターや通信ネットワークにおける高速データ転送需要の高まりは、市場の重要な促進要因の1つです。光相互接続は、非常に高速でデータを伝送するため、データトラフィックの増加に対応するために不可欠です。データセンターと光学記憶装置におけるクラウドコンピューティングのサポートは、光相互接続ソリューションに対する大きな需要を生み出しました。
サービスやアプリケーションのデータ集約度が高まるにつれ、より大きな帯域幅のネットワークが継続的に必要とされています。高解像度のビデオストリーミングやバーチャルリアリティは、光相互接続を通じてサポートされ、必要不可欠な帯域幅を提供しています。光相互接続を従来の銅線相互接続と比較すると、光相互接続はエネルギー効率に優れています。堅牢で大容量の相互接続ソリューションによる5Gネットワークの採用が進んでいます。
Telecom.comに掲載されたニュースによると、HFCL(Himachal Futuristic Communications Limited)のマネージング・ディレクターであるMahendra Nahata氏によると、2023年9月、インドは近い将来、世界的にトップクラスの5Gエコシステムになると予想されており、また同氏は「Bharat 6G Alliance」の設立がこの発展に寄与するとも言及しています。光接続は25fkmから3,500万fkmに及ぶと思われます。
アジア太平洋地域は、世界の光相互接続市場の1/3以上を占める成長地域の一つであり、クラウドサービスやデジタルトランスフォーメーションイニシアチブの採用増加により、データセンターの建設や拡張が大きく伸びています。光相互接続は、これらのデータセンター内のサーバー、記憶装置、ネットワーク装置の接続に不可欠であり、データ処理とストレージの需要拡大を支えています。
5Gネットワークでは、データトラフィックの増加、超低遅延、大規模な接続性をサポートするために、大幅に広い帯域幅が必要となります。より長距離を高速でデータ伝送できる光相互接続は、こうした帯域幅のニーズを満たすのに適しています。 促進要因レス自動車、遠隔手術、拡張現実感などのアプリケーションをサポートするため、5Gネットワークは極めて低遅延に設計されています。光相互接続は低遅延のデータ伝送を実現するため、5Gの低遅延目標を達成するために不可欠です。
例えば、STLは2022年10月2日、特に5G技術の需要に対応するため、ファイバー接続を強化するインド初のマルチコアファイバーとケーブルを導入しました。この技術革新は、ファイバーケーブル内で複数の光ビームを伝送し、高密度データ伝送を可能にするよう設計されています。インドの5Gネットワークへの移行に関連しては、大量のデータ伝送に対応するためにファイバー化の促進が必要です。インドは現在、光ファイバー化率が比較的低く、インドのタワーの約30%しか光ファイバー化されていません。
データ通信と広帯域化に対する需要がますます高まる中、革新的なソリューションが必要とされています。コラボレーションによって、企業はリソースと専門知識を結集し、こうした需要に対応できる高速光相互接続を開発・展開することができます。このような世界な取り組みは、世界の光相互接続需要の増加に対応するために不可欠です。
例えば、2022年3月26日、データセンター、企業、通信ネットワーク向けの高速通信ソリューションのプロバイダーであるFS.comは、高速相互接続ソリューションの大手メーカーであるローゼンベルガーと提携し、両社の協業は、厳しい屋外環境における信頼性と耐久性の高いファイバー接続用のNEX10-FOおよびQ-RMC屋外コネクターの供給に重点を置いており、これらのコネクターは、モバイル通信ネットワーク、5G基地局、スマートグリッド、高速鉄道、産業オートメーションの需要を満たすように設計されており、効率的な設置と安定したデータ転送を提供します。
ビデオストリーミング、クラウドコンピューティング、IoT、5Gなどのアプリケーションによってデータトラフィックが急激に増加しているため、高速で効率的なデータ転送が必要です。光相互接続は、このようなデータの急増に対応するために必要な帯域幅と速度を提供します。データセンターは、増大するデータ量に対応するために継続的に拡張されています。光相互接続は、サーバーと光学記憶装置間のデータ伝送を高速化し、待ち時間を短縮して全体的なパフォーマンスを向上させます。
例えば、2023年2月22日、Nubis Communicationsは、機械学習と人工知能(ML/AI)ネットワーク向けに設計された画期的な光技術プラットフォームを発表しました。このプラットフォームは高密度と超低消費電力を実現し、ML/AIクラスタの処理能力をフルに活用できるネットワークの構築を可能にします。
さらに、Nubisの技術は16 x 112 Gbpsシリコンフォトニクスエンジンをベースとしており、1ミリメートルあたり500 Gbpsを超える全二重エッジI/O密度をサポートします。Nubisはまた、最初の製品であるXT1600オプティカルエンジンを発表しました。これは、16のファイバーペアで伝送される1.6Tbpsの光送信と1.6Tbpsの光受信の合計容量を有します。
レーザー、ディテクター、光ファイバーなどの光コンポーネントは、製造やメンテナンスにコストがかかります。光相互接続の初期設定コストは、従来の銅ベースのソリューションよりも高くなる可能性があります。光相互接続は、銅ベースの代替案よりも複雑な技術とインフラを伴い、この複雑さが設置、トラブルシューティング、メンテナンスをより困難にします。
光ファイバーはデリケートで、曲げたり、ねじったり、押しつぶしたりすることで簡単に破損します。この壊れやすさが、特に産業や過酷な環境では、慎重な取り扱いと保護措置を必要とします。コネクターやトランシーバーなどの光コンポーネントの正確なアライメントは、効率的なデータ伝送に不可欠です。ミスアライメントは信号損失や性能低下につながります。
Global Optical Interconnects Market reached US$ 14.5 billion in 2022 and is expected to reach US$ 29.3 billion by 2030, growing with a CAGR of 13.2% during the forecast period 2023-2030.
The rising demand for high-speed transfer of data especially in data centers and telecommunications networks is one of the significant drivers of the market. Optical interconnects transmit the data at very high speed which makes them essential for handling the rising volume of the data traffic. The support for cloud computing in data centers and storage created a substantial demand for optical interconnected solutions.
As service and application are more data-intensive there is a continuous need for larger bandwidth networks. High-definition video streaming and virtual reality are supported through optical interconnects, providing essential bandwidth. Comparing optical interconnects to other conventional copper interconnects, they are more energy-efficient. The adoption of 5G networks with robust and high-capacity interconnection solutions.
According to news published in Telecom.com, in September 2023, India is expected to become one of the top 5G ecosystems globally in the near future, according to Mahendra Nahata, Managing Director of HFCL (Himachal Futuristic Communications Limited) and also he mentioned that the establishment of the 'Bharat 6G Alliance' will contribute to this development. The optical connectivity will range from 25fkm to 35mn fkm.
Asia-Pacific is among the growing regions in the global Optical Interconnects market covering more than 1/3rd of the market and the region witnessed significant growth in data center construction and expansion, driven by the increasing adoption of cloud services and digital transformation initiatives. Optical interconnects are crucial for connecting servers, storage and networking equipment within these data centers, supporting the growing demand for data processing and storage.
5G networks require significantly higher bandwidth to support the increased data traffic, ultra-low latency and massive connectivity. In the ability to carry data at high rates over greater distances, optical interconnects are well suited to satisfy these bandwidth needs. In order to support applications like driverless vehicles, remote surgery and augmented reality, 5G networks are designed to have extremely low latency. Optical interconnects offer low-latency transmission of data, making them essential for meeting 5G's low-latency goals.
For instance, on 2 October 2022, STL introduced India's first multicore fiber and cable to enhance fiber connectivity, particularly to meet the demands of 5G technology and this innovation is designed to carry multiple light beams within the fiber cable, allowing for high-density data transmission. In the context of India's transition to 5G networks, increased fiberization is necessary to accommodate the transmission of large volumes of data. India currently has relatively low fiberization rates, with only around 30% of Indian towers currently fiberized.
The ever-growing demand for data and higher bandwidth capabilities necessitates innovative solutions. Collaborations enable companies to pool resources and expertise to develop and deploy high-speed optical interconnects that can meet these demands. Collaborative efforts often involve partners from different regions, allowing companies to expand their reach and access new markets and this global reach is essential for addressing the increasing demand for optical interconnects worldwide.
For instance, on 26 March 2022, FS.com, a provider of high-speed communication solutions for data centers, enterprises and telecom networks, partnered with Rosenberger, a leading manufacturer of high-speed interconnect solutions and their collaboration focuses on supplying NEX10-FO and Q-RMC outdoor connectors for reliable and durable fiber connectivity in challenging outdoor environments and these connectors are designed to meet the demands of mobile communication networks, 5G base stations, smart grids, high-speed railways and industrial automation, offering efficient installation and stable data transfer.
The exponential growth in data traffic, driven by applications like video streaming, cloud computing, IoT and 5G, necessitates high-speed and efficient data transmission. Optical interconnects offer the bandwidth and speed required to handle this surge in data. Data centers are continuously expanding to accommodate the growing volume of data. Optical interconnects enable faster data transmission between servers and data storage, reducing latency and improving overall performance.
For instance, on 22 Feburay 2023, Nubis Communications unveiled a groundbreaking optical technology platform designed for Machine Learning and Artificial Intelligence (ML/AI) networks. This platform offers high density and ultra-low power consumption, enabling the construction of networks that can fully leverage the processing power of ML/AI clusters.
Furthermore, Nubis' technology is based on a 16 x 112 Gbps Silicon Photonics engine that supports over 500 Gbps per millimeter of full-duplex edge I/O density. Nubis has also introduced its first product, the XT1600 optical engine, which has a total capacity of 1.6 Tbps optical transmit and 1.6 Tbps optical receive carried over 16 fiber pairs.
Optical components like lasers, detectors and optical fibers, can be expensive to manufacture and maintain. The initial setup cost for optical interconnects can be higher than traditional copper-based solutions. Optical interconnects involve more complex technology and infrastructure than copper-based alternatives and this complexity can make installation, troubleshooting and maintenance more challenging.
Optical fibers are delicate and can be easily damaged by bending, twisting or crushing and this fragility requires careful handling and protective measures, especially in industrial or harsh environments. Precise alignment of optical components, such as connectors and transceivers, is critical for efficient data transmission. Misalignment can lead to signal loss and reduced performance.
The global optical interconnects market is segmented based on product, interconnect level, fiber mode, data rate, distance, application and region.
The rapid growth in the development of data centers that support cloud computing, big data and emerging technologies, drives the demand for high-speed and high-bandwidth optical interconnection. The expansion of fibre to the home networks for delivering of high-speed internet access to homes and businesses through optical fibers. Optical interconnects are essential for ensuring consistent broadband connectivity.
For instance, on 16 August 2023, Optical physical interconnect technologies were a focal point at FMS, offering the potential for high-performance communication and these optical interconnects can be used across various scales, from chiplets to data centers. Lightelligence, for instance, introduced optical interconnects for PCIe and CXL connectivity, this technology extends communication reach, allowing for memory pooling and scalable CXL fabrics in composable data centers.
North America is dominating the global optical interconnects market and is a major hub for some of the world's largest technology companies, cloud service providers and data center operators. The continuous advancement in data centers which supports cloud computing, content delivery and digital services drives the demand for high-speed optical interconnects.
For instance, on 12 June 2023, Lumen Technologies unveiled ExaSwitch, a network interconnection ecosystem developed in partnership with Google and Microsoft and this platform allows organizations with high bandwidth requirements to dynamically and rapidly route their traffic between networks without the need for third-party intervention. ExaSwitch aims to replace legacy cross-connects with a more agile and automated solution for network interconnections.
The major global players in the market include Vanguard Group, Inc., Molex LLC, Amphenol Corporation, TE Connectivity Ltd., Go! Foton Holdings, Inc., Sumitomo Electric Industries Ltd., Cisco Systems, Inc., Corning Incorporated, Coherent Corp. and Huawei Technologies Co., Ltd..
As more people worked and studied from home, there was a surge in demand for data centers and cloud services to support remote work, online learning and digital entertainment and this increased demand for high-speed data transmission, driving the need for efficient optical interconnect solutions within data centers. The pandemic demonstrated the significance of reliable, fast internet connectivity is, accelerated the rollout of 5G networks..
In the 5G infrastructure, optical interconnects play a significant role in enabling high-speed and low-latency data transmission. The pandemic disrupted global supply chains, affecting the production and availability of optical interconnect components. Delays in manufacturing and shipping impacted the rollout of optical interconnect solutions. The rise of remote work, there was increased demand for video conferencing and collaboration tools.
The pandemic led to disruptions in research and development activities in the optical interconnects sector. However, it also underscored the importance of advancing technology to meet the demands of remote work and digital connectivity. The healthcare sector saw a growing emphasis on telemedicine and remote patient monitoring during the pandemic.
AI algorithms can analyze network traffic patterns and optimize the routing of optical signals in real-time and this helps reduce latency, minimize congestion and improve the overall efficiency of optical networks.AI-powered predictive maintenance can be applied to optical components such as lasers and transceivers. By analyzing data from sensors and performance metrics, AI can predict when optical components are likely to fail, enabling proactive maintenance and minimizing downtime.
AI-driven automation that streamlines the management and configuration of optical interconnects. AI systems can detect and respond to network anomalies, reroute traffic to avoid failures and dynamically allocate resources for optimal performance. AI can be used to strengthen the security of optical interconnects. Machine learning algorithms can detect and respond to potential security threats, including intrusion attempts and unauthorized access, protecting sensitive optical data.
According to a paper published Massachusetts Institute of Technology, Large-scale AI systems, particularly deep neural networks are crucial for modern online services. However, training these models can be time-consuming and optimizing the training process involves considerations of computation, communication and network topology. Current data center networks struggle to meet the high bandwidth and low latency requirements of emerging AI workloads.
The conflict between Russia and Ukraine can disrupt the global supply chain for optical interconnect components and materials. Ukraine is a significant producer of certain raw materials used in the electronics and optical industries. Any disruptions in the supply of these materials can impact the production of optical interconnect products. Geopolitical tensions arising from the war may result in trade restrictions, export controls or sanctions that impact the international trade of optical interconnect technology.
Companies in the optical interconnect sector may encounter challenges related to complying with export regulations and trade restrictions. Geopolitical conflicts can give rise to economic uncertainty both in the affected regions and on a global scale. Uncertainty can impact investments in research and development, infrastructure and technology upgrades in the optical interconnect industry.
The global optical interconnects market report would provide approximately 85 tables, 90 figures and 186 Pages.
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