세계의 분리형 광학 시스템 시장 보고서(2025년)
Disaggregated Optical System Global Market Report 2025
상품코드 : 1872873
리서치사 : The Business Research Company
발행일 : On Demand Report
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한글목차

세계의 분리형 광학 시스템 시장 규모는 최근 급속히 확대되고 있습니다. 2024년 65억 5,000만 달러에서 2025년에는 76억 4,000만 달러에 달하고, CAGR 16.5%로 성장이 전망되고 있습니다. 지난 몇 년간의 성장은 인터넷 보급률 증가, 기업 데이터 소비 증가, 클라우드 도입 수요 증가, 국제 대역폭 사용 급증, 통신 가입자 기반 확대, 광대역에 대한 정부 주도 노력의 확대에 의해 견인되고 있습니다.

분리형 광학 시스템 시장 규모는 향후 수년간 급속한 성장이 예상됩니다. 2029년까지 139억 1,000만 달러에 달하고, CAGR은 16.2%가 될 전망입니다. 예측 기간의 성장은 5G 네트워크의 도입 확대, 비용 효율적인 네트워크에 대한 수요 증가, 하이퍼스케일 데이터센터의 급증, 국경을 넘는 광섬유 프로젝트의 확대, 디지털 변환 투자 증가, 저지연 연결에 대한 의존도 증가에 기인합니다. 예측기간의 주요 동향으로는 실리콘 포토닉스 기술의 진보, 공동 코어 파이버의 혁신, 공간 분할 다중화 기술의 개발, 양자키 분배 기술의 진전, 소프트웨어 정의 네트워크 통합, 포토닉 집적 회로의 개발 등을 들 수 있습니다.

데이터 트래픽의 급증은 향후 분리형 광학 시스템 시장의 성장을 이끌 것으로 예측됩니다. 데이터 트래픽은 특정 시간 프레임 내에서 통신 네트워크를 통해 전송되는 디지털 정보의 흐름을 말합니다. 고화질 및 온디맨드 컨텐츠가 대역폭을 많이 소비하고 네트워크 부하를 증가시켜 비디오 스트리밍의 급격한 성장과 함께 증가하고 있습니다. 분리형 광학 시스템은 운영자가 광학 구성 요소를 독립적으로 확장, 업그레이드 및 관리 할 수 있게 함으로써 데이터 트래픽 용량을 향상시켜 대역폭 효율성을 높이고 네트워크 혼잡을 줄이고 증가하는 데이터 수요에 대응합니다. 예를 들어, 2025년 6월에 스웨덴의 통신 기업 Ericsson이 발표한 바에 따르면, 2024년 말 시점에서 5G가 모바일 데이터 트래픽의 35%를 차지했으며(2023년 26%보다 증가), 2030년까지 80%를 보일 것으로 예측되고 있습니다. 이와 같이 데이터 트래픽 증가는 분리형 광학 시스템 시장의 성장을 견인하고 있습니다.

분리형 광학 시스템 시장은 광 증폭기, 파장 선택 스위치(WSS), 재구성 가능한 광 애드드롭 멀티플렉서(ROADM), 멀티플렉서 및 디멀티플렉서(MUX/DEMUX), 광 수신기, 광 커플러 및 스플리터 판매로 구성됩니다. 본 시장에서의 가치는 "공장 출하 가격"이며, 즉 제조자 또는 제품 개발자가 다른 기업(하류 제조자, 도매업체, 유통업체, 소매업체 포함) 또는 직접 최종 사용자에게 판매하는 제품의 가치를 의미합니다. 이 시장의 제품 가치에는 제품 개발자가 판매하는 관련 서비스도 포함됩니다.

목차

제1장 주요 요약

제2장 시장 특징

제3장 시장 동향과 전략

제4장 시장 : 금리, 인플레이션, 지정학, 무역전쟁과 관세, 그리고 코로나 및 회복이 시장에 미치는 영향을 포함한 거시경제 시나리오

제5장 세계의 성장 분석과 전략 분석 프레임워크

제6장 시장 세분화

제7장 지역별/국가별 분석

제8장 아시아태평양 시장

제9장 중국 시장

제10장 인도 시장

제11장 일본 시장

제12장 호주 시장

제13장 인도네시아 시장

제14장 한국 시장

제15장 서유럽 시장

제16장 영국 시장

제17장 독일 시장

제18장 프랑스 시장

제19장 이탈리아 시장

제20장 스페인 시장

제21장 동유럽 시장

제22장 러시아 시장

제23장 북미 시장

제24장 미국 시장

제25장 캐나다 시장

제26장 남미 시장

제27장 브라질 시장

제28장 중동 시장

제29장 아프리카 시장

제30장 경쟁 구도와 기업 프로파일

제31장 기타 주요 기업 및 혁신 기업

제32장 세계 시장 경쟁 벤치마킹과 대시보드

제33장 주요 인수합병(M&A)

제34장 최근 시장 동향

제35장 시장의 잠재력이 높은 국가, 부문, 전략

제36장 부록

JHS
영문 목차

영문목차

The disaggregated optical system is a network architecture that divides optical transport hardware and software components into modular units. It allows independent scaling, upgrading, and optimization of each component, improving flexibility and cost efficiency. The system supports high-capacity data transmission over optical fibers while enabling seamless interoperability among multiple vendors.

The primary component types of disaggregated optical systems include optical transponders, optical line systems, optical switches, software, and others. Optical transponders are devices that convert electrical signals into optical signals and vice versa, facilitating high-speed data transmission across optical networks. The data rates include 100 gigabits per second (100G) and below, 200 gigabits per second (200G), 400 gigabits per second (400G), and 800 gigabits per second (800G) and above, and are utilized in various sectors such as data centers, telecommunications, enterprises, cloud providers, and others.

Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report's Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.

The rapid escalation of U.S. tariffs and the resulting trade tensions in spring 2025 are significantly impacting the information technology sector, particularly in hardware manufacturing, data infrastructure, and software deployment. Higher duties on imported semiconductors, circuit boards, and networking equipment have raised production and operational costs for tech firms, cloud service providers, and data centers. Companies relying on globally sourced components for laptops, servers, and consumer electronics are facing longer lead times and increased pricing pressures. In parallel, tariffs on specialized software tools and retaliatory measures from key international markets have disrupted global IT supply chains and reduced overseas demand for U.S.-developed technologies. To navigate these challenges, the sector is accelerating investments in domestic chip fabrication, diversifying supplier bases, and adopting AI-driven automation to enhance operational resilience and cost efficiency.

The disaggregated optical system market research report is one of a series of new reports from The Business Research Company that provides disaggregated optical system market statistics, including disaggregated optical system industry global market size, regional shares, competitors with a disaggregated optical system market share, detailed disaggregated optical system market segments, market trends and opportunities, and any further data you may need to thrive in the disaggregated optical system industry. The disaggregated optical system market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenarios of the industry.

The disaggregated optical system market size has grown rapidly in recent years. It will grow from $6.55 billion in 2024 to $7.64 billion in 2025 at a compound annual growth rate (CAGR) of 16.5%. The growth during the historic period is driven by rising internet penetration, increasing enterprise data consumption, higher demand for cloud adoption, a surge in international bandwidth usage, expansion of the telecom subscriber base, and growing government initiatives for broadband.

The disaggregated optical system market size is expected to see rapid growth in the next few years. It will grow to $13.91 billion in 2029 at a compound annual growth rate (CAGR) of 16.2%. The growth in the forecast period is attributed to growing adoption of 5G networks, increasing demand for cost efficient networks, a surge in hyperscale data center deployments, expansion of cross border fiber projects, rising digital transformation investments, and growing reliance on low latency connectivity. Major trends in the forecast period include advancements in silicon photonics technology, innovation in hollow core fiber, development of space division multiplexing, advancements in quantum key distribution, integration of software defined networking, and development of photonic integrated circuits.

The surge in data traffic is expected to drive the growth of the disaggregated optical system market going forward. Data traffic refers to the flow of digital information transmitted over communication networks within a specific timeframe. It is increasing due to the exponential growth of video streaming, as high definition and on demand content consume significantly more bandwidth and result in heavy network usage. A disaggregated optical system enhances data traffic capacity by enabling operators to scale, upgrade, and manage optical components independently, improving bandwidth efficiency, reducing network congestion, and meeting growing data demands. For example, in June 2025, Ericsson, a Sweden based telecommunications company, reported that by the end of 2024, 5G accounted for 35 percent of mobile data traffic, up from 26 percent in 2023, and is projected to rise to 80 percent by 2030. Thus, the increase in data traffic is driving the growth of the disaggregated optical system market.

Major companies in the disaggregated optical systems market are focusing on developing advanced products such as disaggregated optical transponders to improve scalability, flexibility, and cost efficiency. Disaggregated optical transponders are modular devices that convert, transmit, and receive optical signals over fiber networks, allowing independent scaling and vendor interoperability for efficient optical communication. For instance, in January 2025, Edgecore Networks, a Taiwan based provider of open infrastructure solutions, launched the Phoenix AMX3200, a high capacity C band optical transponder and muxponder with a disaggregated design and support for open operating environments. The AMX3200 can switch up to 3.2 Tbps and supports links up to 400G, making it ideal for connecting data centers and supporting service providers' backhaul needs. It features a modular 1RU chassis with SLED based line modules, redundant power and cooling systems, and PTP time synchronization functionality. The device is designed to give operators flexibility and scalability to address the growing demands of modern optical transport networks.

In February 2025, Nokia Corporation, a Finland based telecommunications company, acquired Infinera Corporation for $2.3 billion. The acquisition is intended to strengthen Nokia's position in the rapidly growing data center and webscale markets, accelerating innovation and expanding customer diversification. It aims to advance the data center revolution by combining Infinera's technology with Nokia Bell Labs' research while enhancing profitability and growth across optical networks globally. Infinera Corporation is a US based provider of disaggregated optical systems.

Major players in the disaggregated optical system market are Huawei Technologies Co. Ltd., International Business Machines Corporation, Cisco Systems Inc., Jabil Inc., Sumitomo Electric Industries Ltd., Fujitsu Limited, NEC Corporation, Nokia Corporation, Marvell Technology Inc., Coherent Corp., Ciena Corporation, Accton Technology Corporation, ADTRAN Holdings Inc., Alpha Networks Inc., Sterlite Technologies Limited, IP Infusion Inc., DriveNets Inc., Smartoptics AS, UfiSpace Inc., and PacketLight Networks Ltd.

North America was the largest region in the disaggregated optical system market in 2024. Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in disaggregated optical system report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East and Africa.

The countries covered in the disaggregated optical system market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

The disaggregated optical system market consists of sales of optical amplifiers, wavelength selective switches (WSS), reconfigurable optical add-drop multiplexers (ROADM), multiplexers and demultiplexers (MUX/DEMUX), optical receivers, and optical couplers and splitters. Values in this market are 'factory gate' values, that is, the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors, and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.

The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD unless otherwise specified).

The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.

Disaggregated Optical System Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.

This report focuses on disaggregated optical system market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.

Reasons to Purchase

Where is the largest and fastest growing market for disaggregated optical system ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The disaggregated optical system market global report from the Business Research Company answers all these questions and many more.

The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.

The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.

Scope

Table of Contents

1. Executive Summary

2. Disaggregated Optical System Market Characteristics

3. Disaggregated Optical System Market Trends And Strategies

4. Disaggregated Optical System Market - Macro Economic Scenario Including The Impact Of Interest Rates, Inflation, Geopolitics, Trade Wars and Tariffs, And Covid And Recovery On The Market

5. Global Disaggregated Optical System Growth Analysis And Strategic Analysis Framework

6. Disaggregated Optical System Market Segmentation

7. Disaggregated Optical System Market Regional And Country Analysis

8. Asia-Pacific Disaggregated Optical System Market

9. China Disaggregated Optical System Market

10. India Disaggregated Optical System Market

11. Japan Disaggregated Optical System Market

12. Australia Disaggregated Optical System Market

13. Indonesia Disaggregated Optical System Market

14. South Korea Disaggregated Optical System Market

15. Western Europe Disaggregated Optical System Market

16. UK Disaggregated Optical System Market

17. Germany Disaggregated Optical System Market

18. France Disaggregated Optical System Market

19. Italy Disaggregated Optical System Market

20. Spain Disaggregated Optical System Market

21. Eastern Europe Disaggregated Optical System Market

22. Russia Disaggregated Optical System Market

23. North America Disaggregated Optical System Market

24. USA Disaggregated Optical System Market

25. Canada Disaggregated Optical System Market

26. South America Disaggregated Optical System Market

27. Brazil Disaggregated Optical System Market

28. Middle East Disaggregated Optical System Market

29. Africa Disaggregated Optical System Market

30. Disaggregated Optical System Market Competitive Landscape And Company Profiles

31. Disaggregated Optical System Market Other Major And Innovative Companies

32. Global Disaggregated Optical System Market Competitive Benchmarking And Dashboard

33. Key Mergers And Acquisitions In The Disaggregated Optical System Market

34. Recent Developments In The Disaggregated Optical System Market

35. Disaggregated Optical System Market High Potential Countries, Segments and Strategies

36. Appendix

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