세계의 실리콘 포토닉스(Silicon Photonics) 산업은 최근 현저한 성장을 이루고 있으며 앞으로도 강력한 성장 속도를 유지할 것으로 예상됩니다. 세계 실리콘 포토닉스 시장 규모는 2022년 약 15억 6,000만 달러에서 예측 기간 동안 21.6%의 CAGR로 성장을 지속하여 2030년에는 74억 6,000만 달러 규모로 성장할 것으로 예측됩니다.
실리콘 포토닉스의 장점은 대역폭 확대, 전력 소모 감소, 반도체 칩에 광 구성 요소 집적 등입니다. 이 시장의 성장은 데이터센터, 5G 기술, 고속 통신에 대한 수요 증가가 견인하고 있습니다. 또한 실리콘 포토닉스에 대한 투자 증가, 건강 관리, 자동차, CE 제품에 대한 응용, R&D의 진보 등 요인도 시장의 급성장에 기여하고 있습니다.
광케이블은 실리콘 포토닉스 시장의 성장을 가속하는데 중요한 역할을 합니다. 특히 데이터센터와 통신에서는 고속 데이터 전송 및 광 상호 연결 솔루션에 대한 수요가 지속적으로 증가하고 있습니다. 데이터 전송에 빛을 효율적으로 이용하는 실리콘 포토닉스 기술은 이러한 수요를 충족시키기 위해 채택이 증가하고 있습니다.
5G 기술의 급속한 확대도 실리콘 포토닉스 산업의 주요 원동력입니다. 실리콘 포토닉스는 효율적이고 고속의 광통신을 실현할 수 있는 능력을 가지고 있으며, 5G 네트워크가 고속으로 저지연의 데이터 전송을 요구하기 때문에 5G 인프라의 중요한 실현 요인이 되고 있습니다. 실리콘 포토닉스는 차세대 무선 기술의 요구를 충족시키는 데 필수적인 요소이기 때문에 다양한 분야의 통신에 혁명을 일으키는 5G 기술의 발전에 관여하여 실리콘 포토닉스 시장 성장을 가속하고 있습니다.
또한, 첨단 군용 통신 솔루션에 대한 요구가 증가함에 따라 실리콘 포토닉스 시장에 큰 기회가 되고 있습니다. 이 기술의 고속 데이터 전송 능력과 에너지 효율은 현대 군사 작전의 요구에 잘 맞습니다. 실리콘 포토닉스는 안전, 고속, 고신뢰성의 통신을 제공하기 때문에 방위용도에서도 귀중한 자산이 되고 있습니다.
세계의 실리콘 포토닉스(Silicon Photonics) 시장을 조사했으며, 시장 정의 및 개요/시장 규모 추이 및 예측/각종 구분·지역별 상세 분석/산업 구조/시장 성장에 대한 영향 요인 분석/사례 연구/경쟁 구도/주요 기업 개요 등을 정리했습니다.
Global silicon photonics industry has experienced significant growth in recent years and is expected to maintain a strong pace of expansion in the coming years. With a projected worth of approximately USD 1.56 billion in 2022, the market is forecasted to reach a value of USD 7.46 billion by 2030, displaying a solid CAGR of 21.6% from 2023 to 2030.
Silicon photonics offers compact, energy-efficient, and high-speed data transfer solutions. Its benefits include increased bandwidth, reduced power consumption, and integration of optical components onto semiconductor chips. The market is driven by the growing demand for data centers, 5G technology, and high-speed communication. Additionally, the rise in investments in silicon photonics, and applications in healthcare, automotive, and consumer electronics, coupled with advancements in R&D, are contributing to the rapid growth of the market.
Silicon photonics involves a plethora of highly upgraded technologies. Hence, the organizations are focusing on silicon photonics by investing a hefty sum of money. For example, in July 2022, Quantifi Photonics disclosed its focus on the testing of high-speed datacom and telecom equipment in the field of silicon photonics. The company confirmed the successful closure of a series C venture funding round, securing USD 15 million in investments.
Optical cables play a key role in propelling the growth of the silicon photonics market. The demand for high-speed data transmission and optical interconnect solutions, particularly in data centers and telecommunications, is rising continuously. Silicon photonics technology, which leverages the efficient use of light for data transfer, is increasingly adopted to meet these demands. As a result, the expanding usage of optical cables is regarded as a key driver of the market, enabling faster and more efficient data communication across various industries. According to a survey conducted by the Fiber Broadband Association, in December 2022, on fiber optic providers, it was found that optical fiber technology is used by 43% of households in the United States.
The rapid expansion of 5G technology is a primary driving force in the silicon photonics industry. Silicon photonics, with its capacity to deliver efficient and high-speed optical communication, is a critical enabler of 5G infrastructure as 5G networks demand high-speed and low-latency data transfer. Its involvement in the advancement of 5G technology, which is poised to revolutionize communication across numerous sectors, is fueling the growth of the silicon photonics market as it becomes a vital component in fulfilling the needs of the next-generation wireless technology.
For example, integrated photonics plays a vital role in the establishment of 5G networks across the globe. Integrated photonics allows photonic circuits to handle and transmit light, much like electronic integrated circuits managing electronic signals. Unlike electrons, photons move at the speed of light without disruption. It means that information can be transmitted more quickly and efficiently while consuming less energy.
The increasing need for advanced military communication solutions has opened up significant opportunities in the silicon photonics market. The technology's high-speed data transmission capabilities and energy efficiency align well with the demands of modern military operations. Silicon photonics offers secure, fast, and reliable communication, making it a valuable asset in defense applications. As a result, the growing demand for military communication solutions is driving the adoption of silicon photonics, creating substantial prospects for market growth in this sector.
For example, in August 2022, DustPhotonics, a prominent developer of silicon photonics technology, collaborated with MaxLinear, a leading semiconductor firm specializing in communication applications. Together, they have showcased silicon photonics chipset featuring integrated lasers that can be directly controlled by a DSP (Digital Signal Processor) without requiring an external driver chip. The innovative approach offers outstanding total system performance in the defense sector.
North America has established its dominance in the global silicon photonics market. This supremacy can be attributed to a robust ecosystem of technology companies, research institutions, and significant investments in R&D. The region's leadership in data centers, telecommunications, and high-performance computing has driven the demand for silicon photonics. Additionally, North America's proactive approach to adopting emerging technologies and its role as an innovation hub has contributed to its leading position in the market.
For example, in June 2022, Intel Labs unveiled a significant breakthrough in integrated photonics research, a vital area in expanding data transmission capabilities. They describe this field as the "next frontier" for enhancing communication bandwidth between computing silicon in data centers and across networks. Intel envisions this advancement as offering a future input/output (I/O) interface with enhanced energy efficiency, and greater bandwidth.
Government initiatives play a crucial role in fostering market growth. These initiatives are essential as they foster R&D, support the growth of domestic silicon photonics companies, and incentivize the adoption of this technology in critical sectors like telecommunications, defense, and healthcare. Moreover, government backing can provide funding for research, create favorable regulatory environments, and stimulate collaboration between academia and industry. Such support is vital in harnessing the potential of silicon photonics to drive economic growth, enhance national security, and promote innovation in various applications, ultimately benefiting both industries and society.
For example, the OUSD KANAGAWA program has played a vital role in fostering innovation and advancement in the silicon photonics market. By promoting collaboration between the U.S. Department of Defense, private industry, and academic institutions, the program has accelerated research, development, and deployment of silicon photonics technology, contributing to its growth and broader adoption in various critical sectors.
Before the COVID-19 pandemic, the global silicon photonics market was steadily expanding, fueled by the growing demand for high-speed data transmission in various sectors. However, the pandemic initially disrupted the market with supply chain disruptions, production challenges, and economic uncertainties. Many companies faced setbacks in their deployment and expansion plans. In the post-COVID-19 landscape, the market rebounded and experienced renewed growth. The pandemic accelerated the need for reliable and efficient data transmission, particularly in remote work, online education, and telehealth, driving investment in data centers and infrastructure. Moreover, silicon photonics, with its capacity for high-speed and energy-efficient data transfer, became a pivotal technology, and its applications in emerging technologies like 5G, IoT, and AI further fueled the market's expansion, solidifying its role in the present and future of global telecommunications and data transmission.
The silicon photonics market is expanding at a rapid rate, primarily due to the increasing significance of the IT and telecommunications industry. The market's rapid growth is further fueled by substantial corporate investments aimed at improving R&D capabilities, fostering collaboration, enhancing marketing strategies, and expanding distribution networks. These combined factors are actively propelling the market's substantial and rapid expansion rate.
In September 2023, at a conference in California, Intel unveiled a 528-thread processor featuring 1TB/s silicon photonics interconnects , designed to efficiently handle extensive analytics workloads while maintaining low power consumption. The processor was specially designed using a customized RISC architecture to support DARPA's Hierarchical Identity Verify Exploit (HIVE) program, a U.S. military initiative aimed at developing a graph analytics processor capable of processing streaming data 100 times faster as compared to the traditional compute architectures.
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Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.