シリコンフォトニクスの市場規模、シェア、成長分析、コンポーネント別、製品別、エンドユーザー別、地域別 - 産業予測 2025～2032年

シリコンフォトニクス市場規模は、2023年に23億米ドルと評価され、2024年の29億米ドルから2032年には188億1,000万米ドルに成長し、予測期間（2025-2032年）のCAGRは26.3%で成長する見通しです。

シリコンフォトニクスは、高速データ転送と帯域幅集約型アプリケーションのニーズの高まりに後押しされ、重要な技術として台頭しています。データセンターや通信での採用が急速に進んでいるのは、消費電力を抑えながら高速データ・トランスミッションを実現できるからです。シリコンフォトニクスは、既存のシリコンベースの電子システムと互換性があるため、シームレスな統合が可能であり、市場成長の可能性を大きく広げます。シリコンフォトニクスは、データセンターやハイパフォーマンスコンピューティングシステムにおいて、従来の銅線相互接続に代わる現実的な技術であり、その魅力をさらに高めています。さらに、研究開発への継続的な投資は、性能向上、コスト削減、革新的な製造方法に焦点を当て、シリコンフォトニクスの進化を促進し、新しい材料や設計技術を探求する研究者を引き付け、市場の拡大を促進します。

目次

イントロダクション

• 調査の目的
• 調査範囲
• 定義

調査手法

• 情報調達
• 二次と一次データの方法
• 市場規模予測
• 市場の前提条件と制限

エグゼクティブサマリー

• 世界市場の見通し
• 供給と需要の動向分析
• セグメント別機会分析

市場力学と見通し

• 市場概要
• 市場規模
• 市場力学
  • 促進要因と機会
  • 抑制要因と課題
• ポーターの分析

主な市場の考察

• 重要成功要因
• 競合の程度
• 主な投資機会
• 市場エコシステム
• 市場の魅力指数（2024年）
• PESTEL分析
• マクロ経済指標
• バリューチェーン分析
• 価格分析
• 特許分析
• 技術分析

シリコンフォトニクス市場規模：コンポーネント別& CAGR（2025-2032）

• 市場概要
• レーザー
• 変調器
• 光検出器
• 光導波路
• 光インターコネクト
• その他のコンポーネント

シリコンフォトニクス市場規模：製品別& CAGR（2025-2032）

• 市場概要
• トランシーバー
  • データレート
  • 10Gbps未満
  • 最大100Gbps
  • 100Gbps以上
• 可変光減衰器
• スイッチ
• ケーブル
• センサー

シリコンフォトニクス市場規模：エンドユーザー別& CAGR（2025-2032）

• 市場概要
• データセンターとHPC
• 通信
• 軍事、防衛、航空宇宙
• 医療と生命科学
• その他のエンドユーザー

シリコンフォトニクス市場規模：地域別& CAGR（2025-2032）

• 北米
  • 米国
  • カナダ
• 欧州
  • ドイツ
  • スペイン
  • フランス
  • 英国
  • イタリア
  • その他欧州地域
• アジア太平洋地域
  • 中国
  • インド
  • 日本
  • 韓国
  • その他アジア太平洋地域
• ラテンアメリカ
  • ブラジル
  • その他ラテンアメリカ地域
• 中東・アフリカ
  • GCC諸国
  • 南アフリカ
  • その他中東・アフリカ

競合情報

• 上位5社の比較
• 主要企業の市場ポジショニング（2024年）
• 主な市場企業が採用した戦略
• 最近の市場動向
• 企業の市場シェア分析（2024年）
• 主要企業の企業プロファイル
  • 企業の詳細
  • 製品ポートフォリオ分析
  • 企業のセグメント別シェア分析
  • 収益の前年比比較（2022-2024年）

主要企業プロファイル

• Cisco Systems, Inc.（US）
• Intel Corporation（US）
• GlobalFoundries Inc.（US）
• Lumentum Operations LLC（US）
• International Business Machines Corporation（US）
• STMicroelectronics N.V.（Switzerland）
• Rockley Photonics, Inc（UK）
• Sicoya GmbH（Germany）
• Ranovus（Canada）
• Broadcom Inc.（US）
• Hamamatsu Photonics K.K.（Japan）
• Fujitsu Limited（Japan）
• Chiral Photonics, Inc.（US）
• Effect Photonics（Netherlands）
• AIO Core Co., Ltd.（South Korea）
• IPG Photonics Corporation（US）
• DAS Photonics（Spain）
• TDK Corporation（Japan）
• Scintil Photonics（France）

結論と提言

Silicon Photonics Market size was valued at USD 2.3 billion in 2023 and is poised to grow from USD 2.9 billion in 2024 to USD 18.81 billion by 2032, growing at a CAGR of 26.3% during the forecast period (2025-2032).

Silicon photonics is emerging as a crucial technology driven by the growing need for high-speed data transfer and bandwidth-intensive applications. Its rapid adoption in data centers and telecommunications stems from its ability to deliver fast data transmission while reducing power consumption. The compatibility of silicon photonics with existing silicon-based electronic systems facilitates seamless integration, unlocking significant market growth potential. This technology presents a viable alternative to conventional copper interconnects in data centers and high-performance computing systems, further enhancing its appeal. Additionally, ongoing investments in research and development focus on performance enhancement, cost reduction, and innovative fabrication methods, propelling the evolution of silicon photonics and attracting researchers to explore new materials and design techniques, thus fostering market expansion.

Top-down and bottom-up approaches were used to estimate and validate the size of the Silicon Photonics market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

Silicon Photonics Market Segments Analysis

Global Silicon Photonics Market is segmented by Component, Product, End User and region. Based on Component, the market is segmented into Lasers, Modulators, Photodetectors, Optical Waveguides, Optical Interconnects and Other Components. Based on Product, the market is segmented into Transceivers, Variable Optical Attenuators, Switches, Cables and Sensors. Based on End User, the market is segmented into Data Centers And HPC, Telecommunications, Military, Defense, And Aerospace, Medical And Life Sciences and Other End Users. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the Silicon Photonics Market

The growth of the Silicon Photonics market is significantly influenced by the need for dependable laser sources in silicon photonic optical transceivers. However, integrating reliable light sources presents a complex challenge within this technology. There are three primary options for optical sources: integrated lasers, board-mounted sources external to the transceiver, and front-pluggable lasers. To optimize power consumption and reduce costs, it is essential to incorporate the laser directly into or onto the silicon transceiver device. This integration not only enhances performance but also contributes to the overall efficiency of silicon photonic systems, driving the market forward.

Restraints in the Silicon Photonics Market

The Silicon Photonics market faces notable restraints primarily due to the challenges associated with integrating laser sources onto silicon chips. Lasers are essential for high-speed optical data transmission as they produce light that is both frequency and color-pure. While silicon photonics can utilize either on-chip or off-chip light sources, on-chip options offer superior energy efficiency, proportionality, and increased integration density within a compact footprint. However, developing efficient, high-performance laser sources that can be embedded into silicon wafers is a complex endeavor, presenting significant technical hurdles that could impede market growth and innovation in this field.

Market Trends of the Silicon Photonics Market

The Silicon Photonics market is witnessing significant growth driven by rapid advancements in technology, including improved manufacturing processes and the introduction of innovative materials like germanium-tin (GeSn) alloys. These developments enhance light emission efficiency, which is crucial for applications such as on-chip light sources in data centers and LiDAR systems. As performance increases and costs decrease, silicon photonics is becoming more competitive with traditional optics, leading to widespread adoption across diverse industries. This expanding application range and market reach are anticipated to further stimulate demand, positioning silicon photonics as a pivotal player in the future of optical communication and sensing technologies.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2024
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis
• Patent Analysis
• Technology Analysis

Global Silicon Photonics Market Size by Component & CAGR (2025-2032)

• Market Overview
• Lasers
• Modulators
• Photodetectors
• Optical Waveguides
• Optical Interconnects
• Other Components

Global Silicon Photonics Market Size by Product & CAGR (2025-2032)

• Market Overview
• Transceivers
  • Data Rates
  • Less than 10 Gbps
  • Up to 100 Gbps
  • More than 100 Gbps
• Variable Optical Attenuators
• Switches
• Cables
• Sensors

Global Silicon Photonics Market Size by End User & CAGR (2025-2032)

• Market Overview
• Data Centers And HPC
• Telecommunications
• Military, Defense, And Aerospace
• Medical And Life Sciences
• Other End Users

Global Silicon Photonics Market Size & CAGR (2025-2032)

• North America (Component, Product, End User)
  • US
  • Canada
• Europe (Component, Product, End User)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Component, Product, End User)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Component, Product, End User)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Component, Product, End User)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2024
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2024
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2022-2024)

Key Company Profiles

• Cisco Systems, Inc. (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Intel Corporation (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• GlobalFoundries Inc. (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Lumentum Operations LLC (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• International Business Machines Corporation (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• STMicroelectronics N.V. (Switzerland)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Rockley Photonics, Inc (UK)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Sicoya GmbH (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Ranovus (Canada)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Broadcom Inc. (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Hamamatsu Photonics K.K. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Fujitsu Limited (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Chiral Photonics, Inc. (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Effect Photonics (Netherlands)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• AIO Core Co., Ltd. (South Korea)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• IPG Photonics Corporation (US)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• DAS Photonics (Spain)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• TDK Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Scintil Photonics (France)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations