세계의 광 비휘발성 메모리 익스프레스(NVMe) 링크 시장 보고서(2025년)
Optical Non-Volatile Memory Express (NVMe) Link Global Market Report 2025
상품코드 : 1873012
리서치사 : The Business Research Company
발행일 : On Demand Report
페이지 정보 : 영문 250 Pages
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한글목차

광 비휘발성 메모리 익스프레스(NVMe) 링크 시장 규모는 최근 급격히 확대되고 있습니다. 2024년 13억 5,000만 달러에서 2025년에는 17억 달러로 성장할 것으로 추정되며, CAGR 26.2%에 달할 전망입니다. 이러한 성장은 데이터센터의 도입 확대, 저지연 스토리지에 대한 수요 증가, 클라우드 컴퓨팅 서비스의 보급 확대, 고성능 컴퓨팅에 대한 선호 증가, 기업의 디지털화 가속 등의 요인에 의해 견인되고 있습니다.

광 비휘발성 메모리 익스프레스(NVMe) 링크 시장 규모는 향후 수년간 급격한 성장이 예상됩니다. 2029년에는 42억 6,000만 달러에 달할 것으로 예측되며, CAGR 25.9%로 성장할 전망입니다. 예측 기간의 성장은 광 인터커넥트 채택 확대, 확장 가능한 스토리지 솔루션에 대한 수요 증가, 엣지 컴퓨팅 분야의 용도 확대, 하이퍼스케일 데이터센터 증가, 디지털 인프라에 대한 정부 지원 강화에 의해 지원됩니다. 예측 기간 주요 동향으로는 광 인터커넥트 기술의 진보, NVMe over Fabrics의 혁신, 고대역폭 광 링크 개발, 스토리지 네트워킹의 연구개발, 인공지능 구동형 스토리지 관리의 진전 등이 있습니다.

고대역폭에 대한 수요 증가는 광 NVMe 링크 시장의 성장을 이끌 것으로 예측됩니다. 고대역폭은 네트워크가 일정 시간 내에 대량의 데이터를 전송하는 능력을 말하며, 보다 빠른 데이터 전송과 성능 향상을 지원합니다. 클라우드 컴퓨팅, 스트리밍 서비스, 인공지능과 같은 데이터 집약적 용도의 급속한 성장과 함께 더 빠르고 대용량의 데이터 전송이 요구됨에 따라 수요가 증가하고 있습니다. 광 NVMe 링크는 광 기반 데이터 전송 기술을 채택하여 초저지연과 병렬 처리 능력을 제공하며 기존의 전자 상호 연결에 비해 빠른 처리량과 뛰어난 확장성을 제공합니다. 예를 들면, 2024년 11월에 영국 의회 하원 도서관이 발표한 보고서에 의하면, 2024년 1월 시점에서 영국의 78%의 시설이 기가비트 대응 광대역을 도입하고 있어, 2023년의 72%, 2022년의 64%, 2021년의 36%로부터 증가했습니다. 2027년 5월까지 영국의 약 97%의 시설에서 기가비트 대응 브로드밴드를 이용할 수 있을 전망이며, 도시에서는 99%, 지방부에서도 88%를 보일 것으로 예측되고 있습니다. 이러한 높은 대역폭에 대한 수요 증가는 광 NVMe 링크 시장의 성장을 지원합니다.

광 NVMe 링크 시장의 주요 기업은 스토리지 시스템과 컴퓨팅 시스템 간의 데이터 전송을 고속화, 장거리화, 절전화하기 위해 고속 광 인터페이스 개발을 진행하고 있습니다. 고속 광 인터페이스는 빛을 사용하여 매우 높은 속도로 데이터를 전송합니다. 이를 통해 전기 인터페이스와 비교하여 더 빠른 전송, 더 긴 연결 거리, 낮은 전력 소비 및 신호 품질을 향상시킬 수 있습니다. 예를 들어 2024년 8월 미국 제조업체인 키옥시아 아메리카사는 'Future of Memory and Storage' 컨퍼런스에서 광 PCIe 인터페이스를 탑재한 광대역 SSD의 프로토타입을 발표했습니다. 이 프로토타입은 최대 40m의 광 링크를 통한 PCIe 신호 전송을 입증하고 100m로 연장할 계획입니다. 이 기술은 에너지 효율 향상, 유연한 데이터센터 설계 실현, 분산형 컴퓨팅 아키텍처 지원을 가능하게 합니다. 기존의 전기 배선을 광 연결로 대체하면 신호 손실과 전력 소비가 줄어들고 SSD를 고온 서버 랙에서 떨어진 저온 환경에 배치할 수 있으므로 신뢰성 및 열 관리가 모두 향상됩니다.

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

An optical non-volatile memory express (NVMe) link is a high-speed interconnect that uses optical technology to transmit the NVMe protocol over long distances with minimal latency. Optical transmission provides higher bandwidth and reduced signal degradation compared to electrical connections. This design enables efficient scaling of NVMe performance across large and distributed computing systems. It also offers better energy efficiency and resistance to electromagnetic interference, making it suitable for data centers and high-performance computing applications.

The primary components of optical non-volatile memory express (NVMe) links include transceivers, cables, switches, controllers, and other parts. Transceivers are optical modules that send and receive high-speed data, enhancing bandwidth, reducing latency, and enabling efficient NVMe-based storage and network connections. They support various transmission distances, including short-range and long-range. These components are used in applications such as data centers, high-performance computing, enterprise storage, cloud services, and other areas, serving end-users in sectors including information technology and telecommunications, banking, financial services and insurance (BFSI), healthcare, government, media and entertainment, 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 non-volatile memory express (NVMe) link market research report is one of a series of new reports from The Business Research Company that provides optical non-volatile memory express (NVMe) link market statistics, including optical non-volatile memory express (NVMe) link industry global market size, regional shares, competitors with the optical non-volatile memory express (NVMe) link market share, optical non-volatile memory express (NVMe) link market segments, market trends, and opportunities, and any further data you may need to thrive in the optical non-volatile memory express (NVMe) link industry. This optical non-volatile memory express (NVMe) link 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 non-volatile memory express (NVMe) link market size has grown exponentially in recent years. It will grow from $1.35 billion in 2024 to $1.70 billion in 2025 at a compound annual growth rate (CAGR) of 26.2%. The growth during the historic period is driven by expanding data center deployments, rising demand for low-latency storage, increasing adoption of cloud computing services, growing preference for high-performance computing, and accelerating enterprise digitalization.

The optical non-volatile memory express (NVMe) link market size is expected to see exponential growth in the next few years. It will grow to $4.26 billion in 2029 at a compound annual growth rate (CAGR) of 25.9%. The growth projected for the forecast period is supported by increasing adoption of optical interconnects, rising demand for scalable storage solutions, expanding applications in edge computing, growth in the number of hyperscale data centers, and stronger government support for digital infrastructure. Key trends in the forecast period include advancements in optical interconnect technologies, innovations in NVMe over Fabrics, development of high-bandwidth optical links, research and development in storage networking, and progress in artificial intelligence driven storage management.

The rising demand for high bandwidth is expected to drive growth in the optical non-volatile memory express (NVMe) link market. High bandwidth refers to a network's ability to transmit large amounts of data within a given period, supporting faster data transfer and improved performance. Demand is increasing due to the rapid growth of data-intensive applications such as cloud computing, streaming services, and artificial intelligence, which require faster and higher-capacity data transmission. Optical NVMe links support high bandwidth by using light-based data transmission with ultra-low latency and parallel processing capabilities, providing faster throughput and greater scalability compared to traditional electronic interconnects. For example, in November 2024, the UK Parliament's House of Commons Library reported that as of January 2024, 78 percent of UK premises had gigabit-capable broadband, up from 72 percent in 2023, 64 percent in 2022, and 36 percent in 2021. Around 97 percent of UK premises are expected to have gigabit-capable broadband by May 2027, including 99 percent of urban areas and 88 percent of rural areas. The increasing demand for high bandwidth is therefore supporting growth in the optical NVMe link market.

Leading companies in the optical NVMe link market are developing high-speed optical interfaces to enable faster, longer-distance, and energy-efficient data transfer between storage and computing systems. High-speed optical interfaces transmit data using light at very high rates, allowing faster transfer, longer connections, lower power consumption, and improved signal quality compared to electrical interfaces. For example, in August 2024, Kioxia America, Inc., a US-based manufacturer, introduced a prototype broadband SSD with an optical PCIe interface at the Future of Memory and Storage conference. The prototype demonstrated PCIe signal transmission over optical links up to 40 meters, with plans to extend to 100 meters. This technology enhances energy efficiency, enables flexible data center designs, and supports disaggregated computing architectures. Replacing traditional electrical wiring with optical connections reduces signal loss and power consumption while allowing SSDs to be positioned in cooler environments away from hot server racks, improving both reliability and thermal management.

In April 2025, Kioxia Corporation, a Japan-based manufacturer, partnered with AIO Core Co. Ltd. and Kyocera Corporation to advance high-speed, long-distance SSD deployment for future high-power, space-constrained data centers. The partnership aims to reduce rack heat and power density, enable more flexible data center designs, and prepare infrastructure for next-generation PCIe Gen6, Gen7, and Gen8 technologies. AIO Core Co. Ltd. is a Japan-based telecommunications company, and Kyocera Corporation is a Japan-based electronics manufacturer specializing in optoelectronic integration modules, electronic components, and advanced semiconductor solutions.

Major players in the optical non-volatile memory express (NVMe) link market are IBM Corporation, Cisco Systems Inc., Broadcom Inc., TE Connectivity Ltd., Kyocera Corporation, Western Digital Corporation, Kioxia Holdings Corporation, Marvell Technology Inc., Keysight Technologies Inc., Samtec Inc., MaxLinear Inc., Rambus Inc., Alphawave Semi Inc., GigaIO Technologies Inc., TeraHop Inc., NVM Express Inc., AIO Core Inc., Lightelligence Inc., Linkreal (LR-LINK), and Lessengers Inc.

North America was the largest region in the optical non-volatile memory express (NVMe) link market in 2024. Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in optical non-volatile memory express (NVMe) link report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East and Africa.

The countries covered in the optical non-volatile memory express (NVMe) link market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

The optical non-volatile memory express (NVMe) link market consists of revenues earned by entities by providing services such as data center integration services, cloud and managed services, consulting and technical support. The market value includes the value of related goods sold by the service provider or included within the service offering. The optical non-volatile memory express (NVMe) link market also includes sales of NVMe RAID adapters, optical interconnect solutions, programmable photonic fabrics, hybrid modulators, and Brocade transceiver modules. 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 Non-Volatile Memory Express (NVMe) Link 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 non-volatile memory express (nvme) link 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 non-volatile memory express (nvme) link ? 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 non-volatile memory express (nvme) link 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 Non-Volatile Memory Express (NVMe) Link Market Characteristics

3. Optical Non-Volatile Memory Express (NVMe) Link Market Trends And Strategies

4. Optical Non-Volatile Memory Express (NVMe) Link 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 Non-Volatile Memory Express (NVMe) Link Growth Analysis And Strategic Analysis Framework

6. Optical Non-Volatile Memory Express (NVMe) Link Market Segmentation

7. Optical Non-Volatile Memory Express (NVMe) Link Market Regional And Country Analysis

8. Asia-Pacific Optical Non-Volatile Memory Express (NVMe) Link Market

9. China Optical Non-Volatile Memory Express (NVMe) Link Market

10. India Optical Non-Volatile Memory Express (NVMe) Link Market

11. Japan Optical Non-Volatile Memory Express (NVMe) Link Market

12. Australia Optical Non-Volatile Memory Express (NVMe) Link Market

13. Indonesia Optical Non-Volatile Memory Express (NVMe) Link Market

14. South Korea Optical Non-Volatile Memory Express (NVMe) Link Market

15. Western Europe Optical Non-Volatile Memory Express (NVMe) Link Market

16. UK Optical Non-Volatile Memory Express (NVMe) Link Market

17. Germany Optical Non-Volatile Memory Express (NVMe) Link Market

18. France Optical Non-Volatile Memory Express (NVMe) Link Market

19. Italy Optical Non-Volatile Memory Express (NVMe) Link Market

20. Spain Optical Non-Volatile Memory Express (NVMe) Link Market

21. Eastern Europe Optical Non-Volatile Memory Express (NVMe) Link Market

22. Russia Optical Non-Volatile Memory Express (NVMe) Link Market

23. North America Optical Non-Volatile Memory Express (NVMe) Link Market

24. USA Optical Non-Volatile Memory Express (NVMe) Link Market

25. Canada Optical Non-Volatile Memory Express (NVMe) Link Market

26. South America Optical Non-Volatile Memory Express (NVMe) Link Market

27. Brazil Optical Non-Volatile Memory Express (NVMe) Link Market

28. Middle East Optical Non-Volatile Memory Express (NVMe) Link Market

29. Africa Optical Non-Volatile Memory Express (NVMe) Link Market

30. Optical Non-Volatile Memory Express (NVMe) Link Market Competitive Landscape And Company Profiles

31. Optical Non-Volatile Memory Express (NVMe) Link Market Other Major And Innovative Companies

32. Global Optical Non-Volatile Memory Express (NVMe) Link Market Competitive Benchmarking And Dashboard

33. Key Mergers And Acquisitions In The Optical Non-Volatile Memory Express (NVMe) Link Market

34. Recent Developments In The Optical Non-Volatile Memory Express (NVMe) Link Market

35. Optical Non-Volatile Memory Express (NVMe) Link Market High Potential Countries, Segments and Strategies

36. Appendix

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