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세계의 광학 AI 가속기 시장 보고서(2025년)
Optical Artificial Intelligence Accelerator Global Market Report 2025
상품코드 : 1873009
리서치사 : The Business Research Company
발행일 : On Demand Report
페이지 정보 : 영문 250 Pages
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한글목차

광학 AI 가속기 시장 규모는 최근 급격히 확대되고 있습니다. 2024년 10억 3,000만 달러에서 2025년에는 12억 9,000만 달러에 달할 것으로 추정되며, CAGR 25.0%로 성장이 전망되고 있습니다. 이 성장은 머신러닝 및 딥러닝 모델의 복잡화, 실시간 AI 추론 및 저지연 처리에 대한 수요 증가, 자율 시스템 및 로보틱스의 보급 확대, 확장 가능한 AI 하드웨어 솔루션에 대한 주목 증가, 의료 및 생명과학 분야에서의 AI 활용 확대 등의 요인에 기인합니다.

광학 AI 가속기 시장 규모는 향후 수년간 급성장할 것으로 전망됩니다. 2029년에는 31억 1,000만 달러에 달할 것으로 예측되며, CAGR 24.6%로 성장할 전망입니다. 예측 기간에 있어서 성장 요인으로는 산업 횡단적인 AI 탑재 용도의 보급 확대, 고속 데이터 처리 및 연산 수요 증가, 에너지 절약형 AI 가속기에 수요 증가, 광 컴퓨팅 연구 개발에 대한 투자 확대, 데이터센터 및 클라우드 컴퓨팅에 있어서 AI의 광범위한 도입 등을 들 수 있습니다. 예측 기간 주요 동향으로는 AI 고속화를 위한 포토닉 컴퓨팅의 진보, 고속 광 인터커넥트의 개발, 광 컴포넌트 및 기존 AI 하드웨어의 통합, 에너지 절약형 AI 처리 기술의 혁신, 딥러닝용 광 신경망의 진전 등을 들 수 있습니다.

디지털 전환의 진전은 광학 AI 가속기 시장의 성장을 가속할 것으로 예측됩니다. 디지털 전환은 비즈니스 개선, 고객 경험 향상, 혁신 촉진을 위해 디지털 기술을 비즈니스의 모든 측면에 통합하는 노력입니다. 진화하는 소비자의 기대에 부응하기 위해 기업이 보다 빠르고 개인화된 편리한 서비스를 요구하는 가운데 그 도입은 증가하는 경향이 있습니다. 광학 AI 가속기는 초고속 및 에너지 절약형 AI 계산을 실현하여 디지털 변환을 지원하고, 기업이 대량의 데이터를 실시간으로 처리하며, 업무를 최적화하여, 지능적인 의사 결정을 강화할 수 있습니다. 유럽 투자은행에 따르면 2022년 시점에서 유럽연합(EU) 지역 내 영세기업 중 디지털화 강화책을 실시하고 있다고 보고한 것은 불과 30%로 대기업의 63%에 비해 낮은 수준이었습니다. 이 때문에 디지털 전환에 대한 주목도가 높아지고 있는 것이, 광학 AI 가속기 시장의 성장을 견인하고 있습니다.

광학 AI 가속기 시장의 주요 기업은 고속 데이터 전송, 에너지 효율, AI 연산 성능의 향상을 도모하기 위해 유니버설 칩렛 인터커넥트 익스프레스(UCIe) 광 칩렛 등의 혁신 기술을 개발 중입니다. UCIe 광학 칩렛은 모듈식 컴포넌트이며 멀티칩 AI 가속기 시스템의 이기종 칩렛 간의 저지연 및 고속 통신을 실현하여 대역폭 및 효율성을 높입니다. 2025년 3월 미국 반도체 기업인 Ayar Labs는 AI 스케일업 아키텍처를 위해 설계된 TeraPHY를 발표했습니다. TeraPHY는 8Tbps라는 초고속 대역폭을 실현하여 기존의 전기적 상호 연결의 한계를 극복하는 매우 낮은 지연과 전력 소비 특성을 갖추고 있습니다. GPU와 가속기 간의 유연한 거리에서 확장 가능한 통신을 가능하게 해 UCIe 규격에 의한 멀티 벤더 상호 운용성을 지원함으로써 비용 효율적인 고성능 AI 컴퓨팅 인프라 구축을 촉진합니다.

목차

제1장 주요 요약

제2장 시장 특징

제3장 시장 동향 및 전략

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

제5장 세계의 성장 분석 및 전략 분석 프레임워크

제6장 시장 세분화

제7장 지역별 및 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 구도 및 기업 프로파일

제31장 기타 주요 기업 및 혁신 기업

제32장 세계 시장 경쟁 벤치마킹 및 대시보드

제33장 주요 인수합병(M&A)

제34장 최근 시장 동향

제35장 시장의 잠재력이 높은 국가, 부문 및 전략

제36장 부록

AJY
영문 목차

영문목차

Optical artificial intelligence (AI) accelerator is a specialized computing system that employs light-based (photonic) components instead of traditional electronic circuits to perform AI computations, including matrix multiplications and neural network inference. By using photons rather than electrons, these accelerators provide ultra-fast data processing, lower energy consumption, and high parallelism, making them ideal for applications in deep learning, image recognition, and large-scale AI model training.

The primary component types of optical AI accelerators include hardware, software, and services. Hardware consists of the physical components of a computer or electronic system, such as processors, memory, and storage devices. These accelerators use technologies including silicon photonics, photonic integrated circuits, free-space optics, and others. They are applied across data centers, edge computing, high-performance computing, telecommunications, autonomous vehicles, healthcare, and additional sectors, serving end-users in information technology and telecommunications, automotive, healthcare, banking, financial services and insurance, manufacturing, and other industries.

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

The optical artificial intelligence accelerator market size has grown exponentially in recent years. It will grow from $1.03 billion in 2024 to $1.29 billion in 2025 at a compound annual growth rate (CAGR) of 25.0%. The growth during the historic period can be credited to the increasing complexity of machine learning and deep learning models, rising demand for real-time AI inference and low-latency processing, growing adoption of autonomous systems and robotics, expanding emphasis on scalable AI hardware solutions, and rising use of AI in healthcare and life sciences.

The optical artificial intelligence accelerator market size is expected to see exponential growth in the next few years. It will grow to $3.11 billion in 2029 at a compound annual growth rate (CAGR) of 24.6%. The growth in the forecast period can be credited to the increasing adoption of AI-powered applications across industries, rising demand for high-speed data processing and computation, growing need for energy-efficient AI accelerators, increasing investment in optical computing research and development, and wider deployment of AI in data centers and cloud computing. Key trends in the forecast period include advancements in photonic computing for AI acceleration, development of high-speed optical interconnects, integration of optical components with conventional AI hardware, innovations in energy-efficient AI processing, and progress in optical neural networks for deep learning.

The growing digital transformation is expected to drive the growth of the optical artificial intelligence (AI) accelerator market. Digital transformation involves integrating digital technologies into all aspects of business to improve operations, enhance customer experiences, and foster innovation. Its adoption is rising as businesses seek faster, personalized, and more convenient services to meet evolving consumer expectations. Optical AI accelerators support digital transformation by enabling ultra-fast, energy-efficient AI computations, allowing businesses to process large volumes of data in real time, optimize operations, and enhance intelligent decision-making. According to the European Investment Bank, in 2022 only 30% of microenterprises in the European Union reported taking measures to enhance digitalization, compared to 63% of large firms. The growing focus on digital transformation is therefore driving the optical AI accelerator market.

Key companies in the optical AI accelerator market are developing innovations such as universal chiplet interconnect express (UCIe) optical chiplets to improve high-speed data transfer, energy efficiency, and AI computing performance. UCIe optical chiplets are modular components that enable low-latency, high-speed communication between heterogeneous chiplets in multi-chip AI accelerator systems, increasing bandwidth and efficiency. In March 2025, Ayar Labs Inc., a US-based semiconductor company, launched TeraPHY, designed for AI scale-up architectures. TeraPHY delivers ultra-high bandwidth of 8 Tbps with extremely low latency and power consumption, overcoming traditional electrical interconnect limitations. It enables scalable communication between GPUs and accelerators over flexible distances and supports multi-vendor interoperability via the UCIe standard, fostering cost-effective, high-performance AI computing infrastructure.

In September 2025, Ayar Labs Inc. partnered with Alchip Technologies Ltd., a Taiwan-based semiconductor manufacturer, to integrate optical chiplet technology into high-performance AI accelerators. This collaboration aims to accelerate AI infrastructure by combining co-packaged optical I/O technology with advanced ASIC packaging to overcome interconnect bottlenecks, enabling higher performance, scalability, and energy efficiency for next-generation AI workloads.

Major players in the optical artificial intelligence accelerator market are Microsoft Corporation, Huawei Technologies Co. Ltd., IBM Corporation, Intel Corporation, Broadcom, STMicroelectronics N.V., Marvell Technology Inc., Synopsy Inc., Lightmatter Inc., Q.ANT, Ayar Labs Inc., Xanadu Quantum Technologies Inc., Arago Semiconductor, Lightelligence Inc., LightOn, Luminous Computing, Neurophos, Etched.ai Inc., Lumai, and Luminate Accelerator.

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

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

The optical artificial intelligence accelerator market consists of revenues earned by entities by providing services such as energy-efficient processing, real-time data analytics, and edge AI deployment. The market value includes the value of related goods sold by the service provider or included within the service offering. The optical artificial intelligence market also includes sales of optical neural network chips, optical matrix multiplication engines, and hybrid optical-electronic AI systems. 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.

Optical Artificial Intelligence Accelerator 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 optical artificial intelligence accelerator 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 optical artificial intelligence accelerator ? 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 optical artificial intelligence accelerator 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. Optical Artificial Intelligence Accelerator Market Characteristics

3. Optical Artificial Intelligence Accelerator Market Trends And Strategies

4. Optical Artificial Intelligence Accelerator 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 Optical Artificial Intelligence Accelerator Growth Analysis And Strategic Analysis Framework

6. Optical Artificial Intelligence Accelerator Market Segmentation

7. Optical Artificial Intelligence Accelerator Market Regional And Country Analysis

8. Asia-Pacific Optical Artificial Intelligence Accelerator Market

9. China Optical Artificial Intelligence Accelerator Market

10. India Optical Artificial Intelligence Accelerator Market

11. Japan Optical Artificial Intelligence Accelerator Market

12. Australia Optical Artificial Intelligence Accelerator Market

13. Indonesia Optical Artificial Intelligence Accelerator Market

14. South Korea Optical Artificial Intelligence Accelerator Market

15. Western Europe Optical Artificial Intelligence Accelerator Market

16. UK Optical Artificial Intelligence Accelerator Market

17. Germany Optical Artificial Intelligence Accelerator Market

18. France Optical Artificial Intelligence Accelerator Market

19. Italy Optical Artificial Intelligence Accelerator Market

20. Spain Optical Artificial Intelligence Accelerator Market

21. Eastern Europe Optical Artificial Intelligence Accelerator Market

22. Russia Optical Artificial Intelligence Accelerator Market

23. North America Optical Artificial Intelligence Accelerator Market

24. USA Optical Artificial Intelligence Accelerator Market

25. Canada Optical Artificial Intelligence Accelerator Market

26. South America Optical Artificial Intelligence Accelerator Market

27. Brazil Optical Artificial Intelligence Accelerator Market

28. Middle East Optical Artificial Intelligence Accelerator Market

29. Africa Optical Artificial Intelligence Accelerator Market

30. Optical Artificial Intelligence Accelerator Market Competitive Landscape And Company Profiles

31. Optical Artificial Intelligence Accelerator Market Other Major And Innovative Companies

32. Global Optical Artificial Intelligence Accelerator Market Competitive Benchmarking And Dashboard

33. Key Mergers And Acquisitions In The Optical Artificial Intelligence Accelerator Market

34. Recent Developments In The Optical Artificial Intelligence Accelerator Market

35. Optical Artificial Intelligence Accelerator Market High Potential Countries, Segments and Strategies

36. Appendix

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