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市場調査レポート
商品コード
1309613
シリコンフォトニクスの世界市場規模、シェア、産業動向分析レポート:製品別(トランシーバー、可変光減衰器、スイッチ、ケーブル、センサー)、用途別、地域別の展望と予測、2023年~2030年Global Silicon Photonics Market Size, Share & Industry Trends Analysis Report By Product (Transceivers, Variable Optical Attenuators, Switches, Cables, and Sensors), By Application, By Regional Outlook and Forecast, 2023 - 2030 |
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シリコンフォトニクスの世界市場規模、シェア、産業動向分析レポート:製品別(トランシーバー、可変光減衰器、スイッチ、ケーブル、センサー)、用途別、地域別の展望と予測、2023年~2030年 |
出版日: 2023年06月30日
発行: KBV Research
ページ情報: 英文 214 Pages
納期: 即納可能
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シリコンフォトニクスの市場規模は2030年までに75億米ドルに達し、予測期間中にCAGR 28.8%の市場成長率で上昇すると予測されています。
KBV Cardinal Matrixに示された分析によると、Cisco Systems, Inc.とBroadcom, Inc.が同市場の先駆者です。2022年8月、Broadcom Inc.はTencent Holdings Ltd.とパートナーシップを結び、クラウドインフラにおける高帯域幅CPOの採用を促進しました。この提携により、同社は市場でのリーダーシップを強化しています。Intel Corporation、STMicroelectronics N.V.、GLOBALFOUNDRIES Inc.などの企業は、この市場における主要なイノベーターです。
市場成長要因
データセンターにおけるCMOS集積シリコンフォトニクスへの需要の高まり
データセンターの帯域幅要件を満たすためのフォトニクスの利用は、広帯域幅のデータ転送を保証する光学の能力が後押ししています。このため、シリコンフォトニクス技術を従来の相補型金属酸化膜半導体(CMOS)デバイスに統合することで、データセンターにおける次世代性能の需要を満たすことができます。このため、100Gbpsを超えるデータレートを維持できる低コスト高速相互接続の需要により、市場は拡大しています。
シリコンフォトニクスの用途拡大
医療診断はシリコンフォトニクスによって一変します。これは、家庭、研究所、ポイントオブケア診断で使用される高速キットを可能にするシリコンフォトニクスの多数の潜在的用途の結果です。これは、シリコンフォトニクスバイオセンサーが、様々な分析対象物の評価において、迅速性、精密性、適応性、サイズを備えている結果です。さらに、世界の健康に関する情報の大部分は、病院、研究所、画像診断施設で作成される画像データから得られることになります。シリコンフォトニクス技術は、このような高速データ伝送路のニーズに応えることができます。その結果、シリコンフォトニクスの採用は大幅に急増し、市場成長につながると予測されています。
市場抑制要因
熱影響の潜在的リスク
特にデバイスが小型化・複雑化するにつれて、市場には熱影響の懸念があります。熱影響はシリコンの光吸収に起因するもので、デバイスの温度を上昇させる可能性があります。この温度上昇は、デバイス性能の低下、あるいはデバイスの故障につながる可能性があります。さらに、電子デバイスとフォトニックデバイスを同一チップ上に集積することも、懸念される可能性のある分野の一つです。このようなコンポーネントから発生する熱は、フォトニックコンポーネントや電気コンポーネントの性能に影響を与える可能性があります。さらに、強力なレーザー光源は大量の熱を発生させ、熱膨張によってデバイスに悪影響を与える可能性があります。
製品の展望
製品は、トランシーバー、可変光減衰器、スイッチ、ケーブル、センサーに区分されます。2022年には、トランシーバーセグメントが市場で最も高い収益シェアを占めました。これは、光トランシーバーがデータセンター内のコンピューター接続や長距離のメッセージ送信に使用されるためです。当初、光レシーバーは、モジュールと呼ばれる2つの部品で構成されることがほとんどでした。シリコンフォトニクスは、同期光通信やデータセンターなどで使用される光トランシーバーチップやモジュールなどにも商業的に使用されており、このセグメントの成長を助けると思われます。
用途の展望
用途別に見ると、市場は自動車、データセンター・ハイパフォーマンスコンピューティング、通信、軍事・防衛・航空宇宙、医療・ライフサイエンス、その他に分類されます。軍事・防衛・航空宇宙セグメントは、2022年の市場でかなりの収益シェアを占めています。防衛産業におけるシリコンフォトニクス開発に影響を与えている主な理由は、安全保障への懸念、国際紛争、旧式の通信システムを置き換える必要性によってもたらされる軍事通信ソリューションへのニーズの高まりです。さらに、状況認識のためのビデオやリモートセンサーデータなど、IPベースのデータ量の増加により、迅速な接続が必要となり、この分野での市場拡大を後押ししています。
地域の展望
地域別に見ると、市場は北米、欧州、アジア太平洋、ラテンアメリカ・中東・アフリカで分析されます。北米地域は、2022年に最大の収益シェアを生み出し、市場をリードしました。同地域では、高速ネットワークの利用が急増しており、市場が拡大しています。また、米国にはIBM、Intel、Ciscoなどの大手市場プレーヤーが存在するため、成長が見込まれます。ハイパフォーマンスコンピューティングやデータセンター用途向けの技術需要が高まっていることも、成長を支える重要な要因となっています。
List of Figures
The Global Silicon Photonics Market size is expected to reach $7.5 billion by 2030, rising at a market growth of 28.8% CAGR during the forecast period.
Transceivers is the majorly utilized product of Silicon Photonics and generated $347.1 million revenue in the market in 2022. The most efficient way to gather data for assessing health status without compromising instrument complexity, low cost, sensitivity, or size is through silicon photonics, which generates new growth potential in the market. It also aids in addressing the problems of cost-effectiveness, data transfer, and reliable protocols, opening market expansion potential. In addition, optical fiber networking has replaced copper-based networking in the current technological era.
The major strategies followed by the market participants are Partnerships as the key developmental strategy in order to keep pace with the changing demands of end users. For instance, In May, 2022, GlobalFoundries teamed up with Siemens to integrate its silicon photonics platform with Siemens' Calibre nm Platform. The fusion of the products of the two companies provides their customers with design solutions for computing, datacentre, and sensing applications. Additionally, MACOM signed a collaboration with STMicroelectronics in May, 2022, to support MACOM's RF power strategy and enhance the company's market share.
Based on the Analysis presented in the KBV Cardinal matrix; Cisco Systems, Inc. and Broadcom, Inc. are the forerunners in the Market. In August, 2022, Broadcom Inc. came into partnership with Tencent Holdings Ltd. for facilitating the adoption of high bandwidth CPOs across the cloud infrastructure. The partnership aids the company in enhancing its market leadership. Companies such as Intel Corporation, STMicroelectronics N.V., GLOBALFOUNDRIES Inc. are some of the key innovators in the Market.
Market Growth Factors
Growing demand in data centres for CMOS integrated silicon photonics
The use of photonics to meet bandwidth requirements for data centers is encouraged by optics' ability to guarantee high-bandwidth data transfer. Because of this, the demand for next-generation performance in data centers can be satisfied by integrating silicon photonics technology with conventional, complementary metal-oxide semiconductor (CMOS) devices. Because of this, the market is expanding due to the demand for low-cost, high-speed interconnects that can sustain ever-increasing data rates over 100 Gbps.
Rising applications of silicon photonics
Medical diagnosis will undergo a transformation due to silicon photonics. It comes as a result of the numerous potentials uses for silicon photonics in allowing high-speed kits for use in homes, laboratories, and point-of-care diagnostics. This is as a result of silicon photonic biosensors' quickness, precision, adaptability, and size in evaluating a range of analytes. Furthermore, the vast majority of information about global health will come from imaging data produced in hospitals, labs, and imaging facilities. Silicon photonics technology will be able to meet this need for high-speed data transmission routes. As a result, the adoption of silicon photonics is predicted to significantly surge and lead to market growth.
Market Restraining Factors
Potential risk of thermal effects
The market has concerns about thermal effects, particularly as devices get smaller and more complicated. The thermal effect results from silicon's light absorption, which may raise the device's temperature. This temperature rise may result in a decline in device performance or even device failure. In addition, integrating electronic & photonic devices on the same chip is one possible area of concern. The heat produced by such components may affect the performance of the photonic and electrical components. Furthermore, strong laser sources can produce a lot of heat, which could harm the device through thermal expansion.
Product Outlook
Based on product, the market is segmented into transceivers, variable optical attenuators, switches, cables, and sensors. In 2022, the transceivers segment held the highest revenue share in the market. This is due to the usage of optical transceivers to connect computers in a data center and to send messages over long distances. At first, an optical receiver is mostly made up of two parts, which are called modules. Silicon photonics has also been used commercially in things like optical transceiver chips and modules, which are used in things like synchronous optical communications and data centers, which will aid in the segment's growth.
Application Outlook
Based on application, the market is bifurcated into automotive, data centre & high-performance computing, telecommunications, military, defense, & aerospace, medical & life sciences, and others. The military, defense & aerospace segment covered a considerable revenue share in the market in 2022. The main reason influencing the development of silicon photonics in the defense industry is the rising need for military communication solutions brought on by worries about security, international conflicts, and the need to replace outdated communication systems. Additionally, the increase in IP-based data volumes, such as video for situational awareness and remote sensor data, necessitates quick connectivity, propelling the market's expansion in this segment.
Regional Outlook
Region wise, the market is analysed across North America, Europe, Asia Pacific and LAMEA. The North America region led the market by generating the largest revenue share in 2022. The market is growing in the region due to surged usage of high-speed networks. Additionally, the existence of major market players such as IBM, Intel, Cisco and others in United States is predicted to offer growth prospects. The increased demand for technology for high-performance computing and data centers applications are another important factor supporting growth.
The market research report covers the analysis of key stake holders of the market. Key companies profiled in the report include Cisco Systems, Inc., Intel Corporation, MACOM Technology Solutions Holdings, Inc., IBM Corporation, STMicroelectronics N.V., Fujitsu Limited, Broadcom, Inc., Coherent Corp., GLOBALFOUNDRIES Inc. and Marvell Technology Group Ltd.
Recent Strategies Deployed in Silicon Photonics Market
Partnerships, Collaborations, and Agreements:
Dec-2022: STMicroelectronics announced a partnership with Soitec, a semiconductor material manufacturer. The partnership aims to integrate Soitec's SmartSiC technology with the upcoming ST's 200mm substrate. The partnership aids the company in enhancing its production yields and quality.
Aug-2022: Broadcom Inc. came into partnership with Tencent Holdings Ltd., an investment firm headquartered in China. The partnership aims at facilitating the adoption of high bandwidth CPOs across the cloud infrastructure. The partnership aids the company in enhancing its market leadership.
Aug-2022: GlobalFoundries announced an extended semiconductor manufacturing partnership with Qualcomm, a semiconductor software developer. The extended partnership allows GlobalFoundries to provide innovative solutions for their customers for mobile and IoT applications.
May-2022: MACOM signed a collaboration with STMicroelectronics, a semiconductor manufacturer to produce radio-frequency Gallium-Nitride-on Silicon (RF GaN-on-Si) prototypes. The collaboration supports MACOM's RF power strategy and enhances the company's market share.
May-2022: GlobalFoundries teamed up with Siemens, a German industrial manufacturing company to integrate its silicon photonics platform with Siemens' Calibre nm Platform. The fusion of the products of the two companies provides their customers with design solutions for computing, data centre, and sensing applications.
Mar-2022: GLOBALFOUNDRIES Inc. signed a partnership with Ansys, a simulation software products developer headquartered in the United States to develop solutions for data centres. The partnership enables GF to level up their photonic chip designs by integrating their Fotonix solution with Ansys' simulation solutions.
Aug-2020: Marvell partnered with TSMC, a Taiwanese semiconductor manufacturing company. The partnership aims at delivering a new silicon-based portfolio for applications in data infrastructure. Partnership with TSMC allows Marvell to develop new solutions and serve their customers in a better way.
Product Launches and Product Expansions:
Mar-2023: Broadcom launched the BCM85812 laser driver for 800G AOC and 800G DR8 module applications. The features of BCM85812 include 5nm 800G PAM-4 PHY, compatibility with OIF 3.2T Co-Packaged Optical Module Specs, and support for optical modules within the range 800G to 3.2T.
Feb-2023: Coherent Corp. unveiled its 1300 nm high-power continuous wave (CW) distributed feedback (DFB) laser diodes for applications in silicon photonics-based transceivers. The features of the product include a power output capacity of 300mW when cooled and 100mW in normal conditions and coarse wavelength availability for FR4 transceivers.
Oct-2022: Marvell Technology introduced a 3nm silicon platform. The new silicon platform features IP building blocks including Gen6 PHY, SerDes, and PCIe, and compatibility with Marvell's Portfolio of PHY, electro-optics, and 5G basebands.
Mar-2022: Marvell released co-packaged optics (CPO) technology platform with a cloud optimization facility. The features of the platform include 2.5D/3D laser-supported silicon photonics and PAM4 DSP. Furthermore, the new platform contains integrated Marvell CPO electro-optics and a Marvell Teralynx switch platform.
Mar-2022: Marvell announced the launch of a 400G DR4 silicon photonics platform solution. 400G DR4 silicon photonics platform solution is used for the integration of electro-optical solutions with cloud optimization and reducing cost by bit. The platform solution features Marvell's silicon photonics transceivers, analog controller IC and Marvell's Porrima™ 7-nm low-power PAM4 DSP.
Acquisition and Mergers:
Mar-2023: MACOM Technology Solutions took over Linearizer Communications Group, an industrial product manufacturer headquartered in the United States. The acquisition enhances MACOM's subsystem and component device specialty and aids the company in its growth strategy.
Feb-2023: GlobalFoundries completed the acquisition of Renesas Electronics Corporation's Conductive Bridging Random Access Memory (CBRAM) technology. The Conductive Bridging Random Access Memory (CBRAM) technology is a low-powered memory solution used in Industrial IoT and home applications. The acquisition enhances GlobalFoundries' memory solutions offering and allows it to serve the customers in a better way by providing them with design solutions for next-gen devices.
May-2021: STMicroelectronics completed the acquisition of Cartesiam, a French software company. This acquisition enhances STMicroelectronics' technology portfolio and complements its AI Strategy.
Apr-2021: Marvell acquired Inphi Corporation, a semiconductor component manufacturer based in the USA. The acquisition enhances Marvell's market position in 5G and the cloud.
Jan-2021: Cisco announced the acquisition of Acacia Communications, an optical interconnect products manufacturer. The acquisition enhances Cisco's portfolio of coherent optical solutions and thereby enhances their position in the market.
Oct-2020: STMicroelectronics acquired SOMOS Semiconductor, a fabless semiconductor headquartered in France. This acquisition strengthens STMicroelectronics' specialist staff and enhances its Front-End Modules for IoT and 5G applications.
Feb-2019: Cisco took over Luxtera, Inc, a semiconductor company headquartered in the United States. The acquisition enhances Cisco's 100GbE and 400GbE optics offerings and allows the company to serve its customers in a better way.
Geographical Expansions:
Nov-2022: Cisco launched an innovation centre in Barcelona, Spain. The new facility would be used to design next generation semiconductor devices.
Market Segments covered in the Report:
By Product
By Application
By Geography
Companies Profiled
Unique Offerings from KBV Research