세계의 포토닉 집적회로(PIC) 시장 규모는 2024년 136억 3,000만 달러에 달했습니다. IMARC Group은 향후 이 시장이 2033년까지 589억 5,000만 달러에 달할 전망이며, 2025-2033년 16.79%의 연평균 복합 성장률(CAGR)로 성장할 것으로 예측했습니다. 북미는 2024년 포토닉 집적회로 시장 점유율로 35.0% 이상을 차지하며 시장을 독점했습니다. 이 지역 시장은 주로 데이터센터에 대한 왕성한 투자, 5G 인프라 확대, 진행 중인 첨단 반도체 기술에 의해 견인되고 있습니다.
세계의 PIC 시장은 에너지 효율적인 고속 광통신 수요를 뒷받침하는 데이터센터의 성장 확대가 기본적인 원동력이 되고 있습니다. 예를 들어, STMicroelectronics와 같은 기업은 Amazon Web Services(AWS)와 제휴하여 데이터센터의 전력 소비를 줄이면서 속도를 높이기 위해 전기가 아닌 빛을 이용한 포토닉스 칩을 개발하여 이 수요를 해결하고 있습니다. 이와는 별도로 5G 배치 증가는 고대역폭, 저지연 네트워크를 가능하게 하는 정교한 포토닉 칩에 대한 수요를 높여 시장의 성장을 지원하고 있습니다. 게다가 인공지능(AI)과 클라우드 컴퓨팅의 이용 확대는 보다 빠른 광 상호 연결 수요를 높이고 시장 성장을 지원하고 있습니다. 이와는 별도로 실리콘 포토닉스의 지속적인 개발로 비용 효율적인 대량 생산이 용이해지고 채용이 증가하여 시장을 뒷받침하고 있습니다. 게다가 포토닉 기술과 양자 컴퓨팅에 대한 정부 지출 증가는 기술 성장과 상업화를 촉진하여 PIC 시장 수요를 높이고 있습니다.
미국은 PIC 시장에서 85.00% 시장 점유율을 차지하고 있습니다. 이 지역의 수요는, 방위 및 항공우주 부문의 진보가 크고, 군사나 위성 용도에서 고속으로 시큐어인 광통신의 수요에 박차를 가하고 있습니다. 이에 따라 왕성한 반도체 연구개발(R&D) 투자가 포토닉 칩 설계와 제조 기술 혁신을 뒷받침하며 PIC 시장 점유율을 강화하고 있습니다. 여기에 자율주행차 확대가 LiDAR과 광센싱 기술의 필요성을 높이고 있고, 이것이 시장에 박차를 가하고 있습니다. 게다가, 바이오 메디컬 이미징과 진단의 성장은, 선진 헬스케어 기기에서의 PIC의 사용을 뒷받침해, 시장 확대에 기여하고 있습니다. 또, AI나 양자 컴퓨팅을 위한 하이 퍼포먼스 컴퓨팅(HPC)의 채용이 증가하고 있는 것도, 초고속 광인터커넥트의 수요를 끌어올려 시장 성장을 뒷받침하고 있습니다. 이와 별도로 국내 반도체 생산을 위한 정부의 지원 이니셔티브는 PIC 공급망의 탄력성을 높이고 이를 통해 시장을 전진시키고 있습니다.
방위 부문 확대
확장되는 방위 부문은 시장에 많은 기회를 제공합니다. International Institute for Strategic Studies의 보고에 따르면 2024년 국방 지출은 2조 4,600억 달러에 달했고 2023년 GDP 배분은 1.8%였던 반면 2023년은 2조 2,400억 달러, GDP 배분은 1.9%였습니다. 현대의 군사는, 선진적 기술을 구사해, 모니터링 능력이나 정밀한 표적 설정 능력과 함께, 통신 능력의 향상을 실현하고 있습니다. 이러한 능력은 PIC의 역할에 따라 최고의 성능을 발휘합니다. 군은 또한 중요한 작전상의 필요성으로 안전하고 빠른 데이터 전송에 의존하고 있습니다. 게다가 PIC에 의해서 가능하게 되는 광통신 시스템은, 전자 시스템보다 뛰어난 보안 특성과 함께, 보다 높은 대역폭과 고속성을 실현합니다. 이에 더해, 지향성 에너지 시스템이나 레이저 기반 무기의 진보는 광신호의 정확한 제어에 크게 의존하고 있습니다. 또한 PIC는 대상 포착이나 잠재적 위협으로부터의 보호 목적으로 사용되는 경우 레이저 빔의 분포를 수정하고 제어하는 역할을 합니다. PIC를 사용해 구축된 포토닉 센서는 고해상도 이미지와 적외선 검출, 라이다 기능 제공을 통해 상황 인식도 향상시킵니다. 그 결과 현대의 방위 활동은 모니터링 활동, 정찰 임무 수행, 위협 탐지에 있어 이러한 기술에 크게 의존하고 있습니다. 게다가 방위 산업은, 특히 UAV나 병사를 위한 군장품에 원활하게 통합하는 능력과 함께, 그 소형화에 의해 PIC를 넓게 채용하고 있습니다. 전 세계의 방위 기관이 이러한 포토닉 기술에 의해 그 능력을 적극적으로 근대화하고 있기 때문에, 시장 확대는 PIC에 의해 더욱 촉진됩니다.
포토닉스의 급속한 기술 진보
포토닉스의 급속한 기술 진보가 PIC 시장 동향에 영향을 미치고 있습니다. 이 진보는 광 기반의 기술을 사용한 데이터 처리, 통신, 센싱에 관하여 가능한 한계를 끊임없이 확대하고 있습니다. 포토닉스는 고속 광통신 시스템 개발을 가능하게 해 5G, 데이터센터, 장거리 광섬유 등의 용도로 계속 늘어나는 데이터 전송 수요에 필수적입니다. 최근 산업 보고서에 따르면 세계 5G 접속 수는 2023년 17억 6,000만 명을 넘어 66% 증가했습니다. PIC는, 다양한 포토닉 부품을 집적하는 능력에 의해, 이러한 고속 데이터 전송을 용이하게 합니다. 또한 새로운 제조 방법의 개발로 보다 효율적인 소형 PIC의 제조가 가능해졌습니다. PIC의 소형화는, 모바일 기기 뿐만이 아니라, 생물 의료 기기나 항공 우주 시스템의 조작에 대해서도 중요한 역할을 하고 있습니다. 현대의 양자 컴퓨팅이나 양자 통신, LiDAR의 기반은 포토닉스 기술에 의해서 기능하고 있습니다. 게다가 PIC는 현대의 최첨단 부문에서 광자의 거동을 관리 및 제어하기 위해서 불가결한 부품으로서 기능하고 있습니다. 포토닉스 기술의 진화는 환경 모니터링과 헬스케어, 보안 용도를 위한 보다 고성능의 광센서를 만들어 냈습니다. 이와 별도로 PIC는 그 범용성과 효율성으로 다양한 부문에서 시장을 견인하는 역할을 유지하고 있으며, 광 기반 기술에서의 기술 진보와 지속적인 시장 확대를 모두 뒷받침하고 있습니다.
데이터센터의 급속한 확장
데이터센터의 급속한 확대가 PIC 시장의 성장을 뒷받침하고 있습니다. IMARC Group에 따르면 데이터센터 시장은 2024년 2,136억 달러를 달성하였고, 2025-2033년 연 9.29%의 성장을 이룰 전망입니다. 세계가 나날이 디지털화되는 가운데 데이터센터는 클라우드 컴퓨팅, 스토리지, 인터넷 서비스의 기둥으로 PIC에 의해 강화된 빠르고 효율적이며 확장 가능한 솔루션이 필요합니다. 데이터센터는 대량의 정보를 처리하기 위해 광속의 데이터 전송을 필요로 하고 있습니다. PIC는 데이터센터 간과 데이터센터 내에서 고속 광통신을 제공하여 대기 시간을 단축하고 전체적인 성능을 향상시킵니다. 데이터센터의 전력 소비는 큰 우려 사항입니다. PIC는 동등한 전자 기기보다 소비 전력이 적기 때문에 데이터 센터는 에너지 효율 목표를 달성하고 운영 비용을 절감할 수 있습니다. 증가하는 데이터 요구 사항에 대응하여 데이터센터가 확대되는 가운데, PIC는 확대 가능한 솔루션을 기재하고 있습니다. PIC는 소형이기 때문에 성숙한 데이터센터 인프라에 원활하게 통합할 수 있습니다. PIC를 기반으로 한 포토닉 상호 연결은 데이터센터 내 서버, 스위치, 라우터를 연결해 데이터 이동을 최적화하고 병목 현상을 최소화하기 위해 필수적입니다. 디지털 서비스와 클라우드 컴퓨팅의 끊임없는 확대로 효율적이고 고성능인 데이터센터에 대한 수요가 줄어들 것이라는 사실을 모릅니다. PIC는 이 변혁의 최전선에 있으며, 데이터센터의 성장 및 최적화를 촉진하고 결과적으로 PIC 시장의 전망을 높이고 있습니다.
The global photonic integrated circuit market size was valued at USD 13.63 Billion in 2024. Looking forward, IMARC Group estimates the market to reach USD 58.95 Billion by 2033, exhibiting a CAGR of 16.79% from 2025-2033. North America currently dominates the photonic integrated circuit market share by holding over 35.0% in 2024. The market in the region is primarily driven by strong investments in data centers, expansion of 5G infrastructure, and ongoing advanced semiconductor technologies.
The PIC market worldwide is fundamentally powered by the increasing data center growth, as it powers the demand for energy-efficient high-speed optical communication. For example, firms such as STMicroelectronics, partnered with Amazon Web Services (AWS), have created photonics chips via light rather than electricity to boost speed while lowering data center power consumption, solving this demand. Apart from this, the increasing 5G rollout increases the demand for sophisticated photonic chips to enable high-bandwidth, low-latency networks, supporting the market growth. Further, the growing use of artificial intelligence (AI) and cloud computing increases the demand for faster optical interconnects, supporting the market growth. Apart from this, continuous developments in silicon photonics facilitate cost-effective mass production, increasing adoption and giving a boost to the market. In addition, augmented government spending on photonic technology and quantum computing promote technological growth and commercialization, thereby driving the PIC market demand.
The United States holds a market share of 85.00% in the PIC market. The demand in the region is significantly driven by defense and aerospace advancements, as they fuel the demand for high-speed, secure optical communication in military and satellite applications. In line with this, strong semiconductor research and development (R&D) investments boost innovation in photonic chip design and manufacturing, thus strengthening the PIC market share. Additionally, the expansion of autonomous vehicles increases the need for LiDAR and optical sensing technologies, which is providing and impetus to the market. Furthermore, the growth in biomedical imaging and diagnostics boosts the use of PICs in advanced healthcare devices, contributing to the market expansion. Also, the rising adoption of high-performance computing (HPC) for AI and quantum computing drives demand for ultra-fast optical interconnects, aiding the market growth. Apart from this, government-backed initiatives for domestic semiconductor production enhance PIC supply chain resilience, thereby propelling the market forward.
Expanding defense sector
The expanding defense sector is offering numerous opportunities for the market. The International Institute for Strategic Studies reports that in 2024 defense spending reached USD 2.46 Trillion which showed a USD 2.24 Trillion spend in 2023 with 1.9% of GDP allocation compared to 1.8% in 2023. The modern military uses advanced technology to achieve improved communication along with surveillance and precision targeting capabilities. These capabilities reach their peak performance through the role of PICs. The military also depends on secure and high-speed data transmission as a critical operational need. Moreover, optical communication systems made possible by PICs deliver higher bandwidth and faster speed along with better security characteristics than electronic systems. Besides this, the advancement of directed energy systems and laser-based weapons depends heavily on accurate control of optical signals. Furthermore, PICs serve to modify and control laser beam distribution when used for target acquisition purposes and protecting against potential threats. Photonic sensors built using PICs also boost situational awareness through their delivery of high-resolution images and infrared detection and Lidar functions. As a result, modern defense operations heavily rely on these technologies to conduct surveillance activities, perform reconnaissance duties, and detect threats. Furthermore, the defense industry widely adopts PICs because of their small size along with their capacity for seamless integration particularly in UAVs and military gear for soldiers. The market expansion is further driven by PICs as defense agencies worldwide are actively modernizing their capabilities through these photonic technologies.
Rapid technological advancements in photonics
Rapid technological advancements in photonics are influencing the PIC market trends. These advancements continually push the boundaries of what is possible regarding data processing, communication, and sensing using light-based technologies. Photonics has enabled the development of high-speed optical communication systems, essential for the ever-increasing demand for data transmission in applications like 5G, data centers, and long-distance fiber optics. As per recent industry reports, the global 5G connection count exceeded 1.76 Billion in 2023 with a 66% increase. PICs facilitate these high data rates with their ability to integrate various photonic components. Also, the development of new manufacturing methods enables the creation of smaller PICs which are more efficient. The downsizing of PICs serves critical purposes in operating mobile devices as well as biomedical equipment and aerospace systems. The foundation of modern quantum computing and quantum communication and LiDAR functions through photonics technology. Furthermore, PICs serve as essential components for managing and controlling photon behavior in modern cutting-edge fields. The evolution of photonics technology created better-performing optical sensors for environmental monitoring as well as healthcare and security applications. Apart from this, PICs maintain their role as a market-driving force in various sectors because of their versatility and efficiency which supports both technological advancements and sustained market expansion in light-based technologies.
Rapid expansion of data centers
The rapid expansion of data centers is fueling the PIC market growth. The IMARC Group reported that the data center market achieved USD 213.6 Billion in 2024 and it will pursue a 9.29% annual growth rate through 2025-2033. With the world becoming more digital every day, data centers are the pillars of cloud computing, storage, and internet services, requiring high-speed, efficient, and scalable solutions, all enhanced by PICs. Data centers need lightning-fast data transmission to process massive amounts of information. PICs provide high-speed optical communication between and within data centers, cutting latency and enhancing overall performance. The power consumption of data centers is a major concern. PICs use less energy than their electronic equivalents, enabling data centers to meet energy efficiency targets and cut operational expenses. As data centers expand to keep pace with growing data requirements, PICs offer a scalable solution. Their small form factor makes it possible to integrate them seamlessly into mature data center infrastructures. Photonic interconnects based on PICs are critical to linking servers, switches, and routers in data centers, optimizing data movement, and minimizing bottlenecks. With the relentless expansion of digital services and cloud computing, the demand for efficient, high-performance data centers remains unabated. PICs are at the forefront of this transformation, facilitating the growth and optimization of data centers and, consequently, enhancing the PIC market outlook.
Lasers stand as the largest component in 2024, holding around 40.3% of the market. They are fundamental components within PICs. The essential nature of lasers within PICs enables them to play a crucial role in different industry applications. The main application of optical communication systems depends on PICs through their fundamental role. The demand for high-speed data transmission, especially in 5G networks, data centers, and long-haul fiber optics, drives the need for more efficient and compact lasers within PICs. Furthermore, the devices find applications in LiDAR systems for autonomous vehicles as well as environmental monitoring and industrial process control. The ongoing advancement of such technologies requires PICs that utilize lasers to achieve better precision and reliability. Besides this, the medical field extensively uses lasers for diagnostic procedures along with surgical techniques and imaging purposes. Also, healthcare facilities advance their adoption of integrated laser PICs because these devices combine small size with affordable operation. These devices provide targeting functions, range detection features, and communication capabilities which find applications in defense and aerospace operations. The advancement of laser source technology using PICs results in more efficient laser devices. Additionally, quantum computing together with quantum communication functions because of these elements. The combination of PICs with lasers creates platforms that allow the processing of photons for quantum information needs.
Indium Phosphide (InP) leads the market with around 45.6% of the market share in 2024. It is a pivotal raw material driving the growth of the PIC market. The exceptional optical and electronic properties of InP make it the base material for generating high-performance PICs. The PIC market relies on InP because of its broad bandgap range and high electron mobility which enables optical and electronic component compatibility for creating PICs that perform exceptionally in optical communication and sensing and computing applications. PICs based on InP materials also provide quick data transfer rates together with broad communication bandwidth and enhanced energy efficiency which supports the development of 5G networks and data centers as well as LiDAR systems and quantum computing. Furthermore, the continuous increase in demand for advanced optical solutions demonstrates the essential role InP plays as a raw material in developing state-of-the-art PICs. The market experiences strong growth and technological advancement because it relies on InP-based PICs.
Monolithic Integration leads the market with around 48.9% of the market share in 2024. It is a pivotal category shaping the market. In this approach, researchers integrate all optical components such as laser waveguides and detectors onto one semiconductor substrate. Through monolithic integration, manufacturers achieve numerous essential benefits which include small dimensions alongside high functional performance and reduced costs. Moreover, PICs developed through monolithic integration provide optimal integration and efficiency performance which makes them suitable for critical applications including data centers, telecommunications networks, and optical sensing devices. Furthermore, the manufacturing process becomes straightforward through this method while alignment errors decrease, and the production of application-specific specialized PICs becomes possible. As a result, the continuous advancement of PIC technology through monolithic integration enables present-day industries to benefit from smaller yet faster photonic solutions.
Optical Fiber Communication leads the market with around 50.2% of the market share in 2024. This communication is one of the primary applications propelling the growth of the PIC market. Optical fiber communication systems rely heavily on PICs because these devices operate as the fundamental infrastructure for quick data transmission and internet and telecommunication network operations. The integration of optical components including lasers and modulators with detectors and waveguides on single chips produces efficient cost-effective optical communication systems through PICs. PIC enhances data transmission speed, decreases power requirements, and enables more efficient handling of complex optical signals. Furthermore, the strong market requirement for PICs in optical fiber communication persists due to the expanding data traffic and increasing need for advanced and dependable communication systems. Apart from this, 5G technologies require PICs as essential components to fulfill rising requirements for high-capacity and low-latency optical communication networks which makes them a significant driver for market expansion in this vital application field.
In 2024, North America accounted for the largest market share of over 35.0%. The region serves as a prominent region driving the market. With its growing technology sector and robust investments in research and development, it is at the forefront of PIC innovation and adoption. The region boasts a strong presence of leading PIC companies, research institutions, and universities focused on advancing photonic technologies. PICs find wide-ranging applications here, particularly in data centers, telecommunications networks, aerospace, and healthcare. Furthermore, the growing demand for high-speed internet, data analytics, and emerging technologies like 5G and quantum computing fuels the adoption of PICs. Besides, government initiatives and investments in infrastructure development bolster the expansion of optical communication networks, driving the need for more efficient and advanced PIC solutions. As a result, North America plays a pivotal role in shaping the global PIC market and remains a dynamic hub for innovation and market growth in this domain.
United States Photonic Integrated Circuit Market Analysis
The United States PIC market is primarily driven by advancements in telecommunications, data centers, and quantum computing. The increasing demand for faster data transmission and the need for efficient bandwidth utilization are significantly driving the adoption of PICs in optical communication systems. PICs solve data transmission challenges through their capability to provide quicker releases of reliable and power-efficient data delivery. The market growth for photonic chips is further supported by both cloud computing adoption and high-performance data center development since these devices perform better than conventional electronic circuits. IMARC Group reports that the United States data center market value reached USD 50.2 Billion in 2024 while experts predict it will grow to USD 65.4 Billion by 2033 with an annual growth rate of 8.9% from 2025 to 2033. Additionally, quantum computing development and sensor technology advancement depend strongly on PIC components, which drives the market growth. Furthermore, the US market growth in photonics is supported by its robust R&D capability and government backing of photonics innovation through various initiatives. As a result, the market expands due to integrated photonic innovations and sector-wide implementation of photonic integrated circuits as industries like healthcare, automotive and defense explore new applications.
Europe Photonic Integrated Circuit Market Analysis
The Europe PIC market is expanding due to the rising photonic technology scale and regional implementation of advanced manufacturing techniques. The European push to miniaturize integrated systems creates an opportunity for PICs to deliver effective complex optical solutions at affordable scales. The growth of the Internet of Things (IoT) combined with escalating demands for reliable communication networks drives the need for PICs because they deliver high-bandwidth data transfer while reducing power usage. The European emphasis on industrial automation and smart manufacturing activities creates a rising demand for photonic-based sensors along with monitoring systems. The photonic device market receives support from industry leadership partnerships as well as research institutions and startup collaborations which lead to innovative advances in photonic device technologies. The EU's digitalization efforts across the healthcare and automotive sectors and defense sectors alongside other industries generate rising demand for photonic sensors and optical interconnects with integrated solutions. The EU targets 90% of SMEs to achieve basic digital readiness before 2030 to reach digitalization goals. Business organizations within the area need to implement cloud computing and artificial intelligence solutions for at least 75% of their operational processes. PIC development receives support from European Union funding initiatives together with favorable photonics technology regulations and supportive policies that drive PIC commercialization.
Asia Pacific Photonic Integrated Circuit Market Analysis
The Asia Pacific PIC market is expanding due to rapid technological advancements and increasing demand for high-speed communication systems in the region. The rising demand for efficient data transmission comes from 5G network expansion which drives PIC adoption because these devices provide both enhanced bandwidth capabilities and power-saving advantages. For instance, according to the current industry trends, the latest 5G network connection share is 16.9% of the total connections in India which shows the penetration of the latest 5G in the country. The combination of manufacturing strength with semiconductor investments throughout the region fast-tracks photonics technology development. The demand for photonic sensors and LiDAR systems in the region is further increasing due to the growing interest in automation and autonomous vehicle technologies. The Asia Pacific market continues to expand due to government-backed research initiatives as well as healthcare and quantum computing market growth and increasing support for innovation.
Latin America Photonic Integrated Circuit Market Analysis
The Latin America PIC market is greatly benefiting from the expansion of 5G infrastructure across the region. According to current industry statistics, the 5G network connections in Latin America were estimated to be 67 million in the third quarter of 2024 with an increase of 19%. The rising amount of data requires PICs because they provide quick data transfer with decreased power usage thus becoming essential for telecommunications networks. Furthermore, the expanding focus on digital transformation together with industrial innovation within the region drives industry expansion. The market demand for high-performance optical solutions like PICs continues to rise because manufacturing and automotive industries and defense sectors adopt automation and smart technologies for faster data processing and enhanced connectivity.
Middle East and Africa Photonic Integrated Circuit Market Analysis
The Middle East and Africa PIC market is being increasingly propelled by rapid technological advancements and the region's growing focus on diversification in sectors, such as defense, healthcare, and renewable energy (RE). The demand for high-performance low-energy solutions through PICs increased substantially because of growing infrastructural projects and smart cities applications in communication sensing and data processing. IMARC Group in its report stated that the Middle East Smart Cities market will grow at a CAGR of 22.82% during the forecast period 2025-2033. Additionally, the rising interest in quantum computing together with AI in the region drives new advancements in photonics technology. Apart from this, R&D investments coupled with international technology collaboration initiatives are significantly impelling the market growth in the region.
Market players in the global PIC industry are actively investing in R&D for next-generation photonic chips, focusing on higher integration, lower power consumption, and improved performance. Players are broadening strategic partnerships to hasten innovation, especially silicon photonics and quantum computing applications. Mergers and acquisitions are on the rise as leading players aim to enhance their market position and raise their technological capabilities. Market leaders are also expanding production facilities, spurred by growing demand in data centers, telecom, and autonomous technology. Startups are also emerging with disruptive PIC solutions, aimed at niche applications such as biosensing and LiDAR. Governments across the globe are investing in photonics research, leading to breakthroughs in photonic chip manufacturing and commercialization.