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세계의 초단거리 광 인터커넥트 시장 보고서(2025년)
Ultra-Short Reach Optical Interconnect Global Market Report 2025
상품코드 : 1888497
리서치사 : The Business Research Company
발행일 : On Demand Report
페이지 정보 : 영문 250 Pages
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한글목차

초단거리 광 인터커넥트 시장 규모는 최근 급속히 확대되고 있습니다. 2024년 17억 3,000만 달러로 평가되었고, 2025년에는 20억 6,000만 달러에 달할 것으로 추정되며, CAGR 19.2%로 성장할 전망입니다. 지난 수년간의 성장은 데이터센터의 고속 데이터 전송 수요 증가, 클라우드 컴퓨팅 서비스의 보급 확대, 인공지능(AI) 및 머신러닝 워크로드 도입 증가, 동영상 스트리밍 및 컨텐츠 전달 네트워크(CDN)로부터의 트래픽 증가, 에너지 절약형 데이터 통신 솔루션에 대한 수요 증가로 인한 것입니다.

초단거리 광 인터커넥트 시장 규모는 향후 수년간 급속한 성장이 예상됩니다. 2029년에는 41억 달러에 달할 것으로 예측되며, CAGR 18.8%로 성장할 전망입니다. 예측 기간 동안 성장 요인으로는 차세대 인공지능 데이터센터로의 전환 가속화, 코패키지드 옵틱스 및 온보드 광학 솔루션 채택 확대, 엣지 컴퓨팅의 초저지연 통신 수요 증가, 5G 및 Beyond 5G 네트워크 인프라의 보급 확대, 소비 전력 및 방열 감소에 대한 주력 강화 등이 있습니다. 예측 기간 주요 동향으로는 저소비 전력 광 모듈의 개발, 광 및 전자 패키지의 통합, 광 변조 방식의 혁신, 고밀도 인터커넥트 아키텍처의 통합, 칩간 광 링크의 개발 등을 들 수 있습니다.

향후 고대역폭 연결성 수요 증가는 초단거리 광 인터커넥트 시장의 성장을 이끌 것으로 예측됩니다. 고대역폭 연결성은 매우 빠르고 대용량의 데이터를 전송하는 통신 링크 또는 네트워크를 말하며, 장치와 시스템 간의 효율적이고 원활한 데이터 전송을 가능하게 합니다. 이러한 증가는 대규모 데이터 스토리지, 실시간 처리 및 클라우드 기반 애플리케이션에 대한 원활한 액세스를 지원하기 위해 보다 빠르고 안정적인 데이터 전송을 요구하는 클라우드 컴퓨팅의 보급 확대로 추진되고 있습니다. 초단거리 광 인터커넥트는 데이터센터와 고성능 컴퓨팅 시스템의 칩간 디바이스 간에 보다 빠르고 에너지 효율적이며 저지연 데이터 전송을 실현하여 고대역폭 연결성을 강화합니다. 예를 들어 영국 정부 기관인 영국 의회 하원 도서관의 2024년 11월 보고에 따르면 2024년 1월 현재 영국의 78% 시설이 기가비트 대응 광대역을 이용할 수 있으며, 이는 2023년 1월의 72%, 2022년 1월의 64%에서 증가했습니다. 따라서 높은 대역폭 연결성 증가는 초단거리 광 인터커넥트 시장의 성장을 이끌고 있습니다.

초단거리 광 인터커넥트 시장에서 사업을 전개하는 주요 기업은 AI와 데이터센터 인프라에서 데이터 전송 효율을 향상시키기 위해 고밀도, 저소비 전력 광 인터커넥트 기술 등의 혁신적인 솔루션 개발에 주력하고 있습니다. 고밀도 및 저전력 광 인터커넥트 기술은 AI와 데이터센터 환경 내에서 고밀도로 배치된 컴퓨팅 컴포넌트 간에 빠르고 에너지 효율적인 통신을 가능하게 하는 고급 데이터 전송 시스템입니다. 예를 들어, 2025년 10월에는 미국 기술 기업인 Semtech Limited가 데이터센터용 AI 인프라에 특화된 1.6T 멀티 모드 광칩 세트를 발표했습니다. 이 발표에는 FiberEdge GN1878(200G/채널 대응 수직 공진기면 LED(VCSEL) 드라이버) 및 GN1836(200G/채널 대응 트랜스 임피던스 앰프(TIA)) 등 물리 매체 의존(PMD) 컴포넌트의 주요 제품의 샘플 제공도 포함되어 있습니다. 이러한 고급 컴포넌트는 초당 1.6 테라비트/초의 집약 대역폭을 제공하는 초단거리 광 인터커넥트를 구동하여 AI와 머신러닝 워크로드 증가하는 데이터 전송 수요를 수용합니다. 전력 효율을 최적화하고 비트당 비용을 줄이는 다중 모드 설계로 이 솔루션은 고밀도 AI 클러스터 환경에 이상적입니다. 이 개발은 Semtech의 광 연결 부문에서 리더십을 강화하고 차세대 데이터센터의 3.2T 솔루션에 대한 미래의 확장성을 기반으로 합니다.

목차

제1장 주요 요약

제2장 시장 특징

제3장 시장 동향 및 전략

제4장 시장 : 금리, 인플레이션, 지정학, 무역전쟁 및 관세, 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

Ultra-short reach optical interconnect refers to high-speed data transmission technology designed for very short distances, typically within or between chips, servers, or data center racks. It enables faster communication, reduced latency, and lower power consumption compared to traditional electrical interconnects.

The primary products of ultra-short reach optical interconnects are board-to-board interconnects and rack-to-rack interconnects. Board-to-board interconnects are electrical or optical connectors that enable direct signal and power transmission between two or more printed circuit boards (PCBs) within an electronic system. These interconnects use various technologies such as vertical-cavity surface-emitting laser-based interconnects (VCSEL), silicon photonics (SiPh), and micro light-emitting diode-based links (µ-LED). They support data rates of less than 25 gigabits per second (GBPS), 25 to 50 GBPS, 50 to 100 GBPS, and more than 100 GBPS, and operate over distances of less than 1 meter, 1 to 5 meters, and more than 5 meters.

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 rise in U.S. tariffs and the subsequent trade frictions in spring 2025 are having a major impact on the electrical and electronics sector, with semiconductors, display panels, and rare-earth metals (essential for batteries and motors) subject to steep duties. Consumer electronics brands face profit erosion, as competitive markets limit their ability to pass costs to buyers. Industrial electronics manufacturers, meanwhile, grapple with delayed projects due to shortages of tariff-impacted components like printed circuit boards. Companies are responding by relocating assembly to tariff-exempt countries, increasing inventory buffers, and redesigning products to reduce dependency on restricted materials.

The ultra-short reach optical interconnect market research report is one of a series of new reports from The Business Research Company that provides ultra-short reach optical interconnect market statistics, including ultra-short reach optical interconnect industry global market size, regional shares, competitors with a ultra-short reach optical interconnect market share, detailed ultra-short reach optical interconnect market segments, market trends and opportunities, and any further data you may need to thrive in the ultra-short reach optical interconnect industry. This ultra-short reach optical interconnect 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 ultra-short reach optical interconnect market size has grown rapidly in recent years. It will grow from $1.73 billion in 2024 to $2.06 billion in 2025 at a compound annual growth rate (CAGR) of 19.2%. The growth in the historic period can be attributed to increasing demand for high-speed data transfer in data centers, rising adoption of cloud computing services, growing deployment of artificial intelligence and machine learning workloads, increasing traffic from video streaming and content delivery networks, and expanding need for energy-efficient data communication solutions.

The ultra-short reach optical interconnect market size is expected to see rapid growth in the next few years. It will grow to $4.10 billion in 2029 at a compound annual growth rate (CAGR) of 18.8%. The growth during the forecast period can be attributed to the increasing shift toward next-generation artificial intelligence data centers, rising adoption of co-packaged optics and on-board optical solutions, growing demand for ultra-low latency communication in edge computing, increasing penetration of 5G and beyond-5G network infrastructure, and greater focus on reducing power consumption and heat dissipation. Key trends in the forecast period include development of low-power optical modules, integration of optical and electronic packaging, innovation in optical modulation formats, integration of high-density interconnect architectures, and development of chip-to-chip optical links.

Rising high-bandwidth connectivity is expected to drive the growth of the ultra-short reach optical interconnect market going forward. High-bandwidth connectivity refers to communication links or networks that support the transmission of large amounts of data at very high speeds, enabling efficient and seamless data transfer between devices or systems. This rise is driven by the growing adoption of cloud computing, which requires faster and more reliable data transmission to support large-scale data storage, real-time processing, and seamless access to cloud-based applications. Ultra-short reach optical interconnect enhances high-bandwidth connectivity by enabling faster, energy-efficient, and low-latency data transmission between chips and devices within data centers and high-performance computing systems. For instance, in November 2024, according to the UK Parliament's House of Commons Library, a UK government body, 78 percent of UK premises had access to gigabit-capable broadband as of January 2024, up from 72 percent in January 2023 and 64 percent in January 2022. Therefore, rising high-bandwidth connectivity is driving the growth of the ultra-short reach optical interconnect market.

Primary companies operating in the ultra-short reach optical interconnect market are focusing on developing innovative solutions such as high-density, low-power optical interconnect technologies to enhance data transfer efficiency in AI and data center infrastructures. High-density, low-power optical interconnect technologies are advanced data transmission systems that enable faster, energy-efficient communication between closely packed computing components within AI and data center environments. For example, in October 2025, Semtech Limited, a US-based technology company, launched 1.6T multimode optical chipsets tailored for AI infrastructure in data centers. The launch included sampling of key physical medium dependent (PMD) components such as the FiberEdge GN1878 200G-per-channel vertical-cavity surface-emitting laser (VCSEL) driver and the GN1836 200G-per-channel transimpedance amplifier (TIA). These advanced components power ultra-short reach optical interconnects capable of delivering up to 1.6 terabits per second of aggregate bandwidth, meeting the growing data transmission demands of AI and machine learning workloads. With a multimode design that optimizes power efficiency and reduces cost per bit, the solution is ideal for high-density AI cluster environments. This development strengthens Semtech's leadership in optical connectivity and lays the foundation for future scalability toward 3.2T solutions in next-generation data centers.

In October 2025, Ciena Corporation, a US-based technology company, acquired Nubis Communications for $270 million. Through this acquisition, Ciena aims to strengthen its data center connectivity offerings by integrating high-performance, low-power interconnect technologies tailored for AI workloads. Nubis Communications Inc. is a US-based company providing ultra-short reach optical interconnect solutions.

Major players in the ultra-short reach optical interconnect market are Cisco Systems Inc., Intel Corporation, Broadcom Inc., Mitsubishi Electric Corporation, Sumitomo Electric Industries Ltd., NVIDIA Corporation, Fujitsu Limited, NEC Corporation, Corning Incorporated, Amphenol Corporation, Molex LLC, Marvell Technology Inc., Ciena Corporation, Lumentum Holdings Inc., Ayar Labs Incorporated, Huawei Technologies Co. Ltd., Celestial AI Incorporated, Skorpios Technologies Incorporated, OpenLight Incorporated, and Ranovus Incorporated.

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

The countries covered in the ultra-short reach optical interconnect market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Canada, Italy, Spain.

The ultra-short reach optical interconnect market consists of revenues earned by entities by providing services such as high-speed data transmission services, optical component integration services, data center interconnect solutions, testing and maintenance services, and consulting and deployment services. The market value includes the value of related goods sold by the service provider or included within the service offering. The ultra-short reach optical interconnect market also includes sales of optical transceivers, active optical cables, optical connectors, silicon photonics modules, and optical engines. 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.

Ultra-Short Reach Optical Interconnect 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 ultra-short reach optical interconnect 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 ultra-short reach optical interconnect ? 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 ultra-short reach optical interconnect 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. Ultra-Short Reach Optical Interconnect Market Characteristics

3. Ultra-Short Reach Optical Interconnect Market Trends And Strategies

4. Ultra-Short Reach Optical Interconnect 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 Ultra-Short Reach Optical Interconnect Growth Analysis And Strategic Analysis Framework

6. Ultra-Short Reach Optical Interconnect Market Segmentation

7. Ultra-Short Reach Optical Interconnect Market Regional And Country Analysis

8. Asia-Pacific Ultra-Short Reach Optical Interconnect Market

9. China Ultra-Short Reach Optical Interconnect Market

10. India Ultra-Short Reach Optical Interconnect Market

11. Japan Ultra-Short Reach Optical Interconnect Market

12. Australia Ultra-Short Reach Optical Interconnect Market

13. Indonesia Ultra-Short Reach Optical Interconnect Market

14. South Korea Ultra-Short Reach Optical Interconnect Market

15. Western Europe Ultra-Short Reach Optical Interconnect Market

16. UK Ultra-Short Reach Optical Interconnect Market

17. Germany Ultra-Short Reach Optical Interconnect Market

18. France Ultra-Short Reach Optical Interconnect Market

19. Italy Ultra-Short Reach Optical Interconnect Market

20. Spain Ultra-Short Reach Optical Interconnect Market

21. Eastern Europe Ultra-Short Reach Optical Interconnect Market

22. Russia Ultra-Short Reach Optical Interconnect Market

23. North America Ultra-Short Reach Optical Interconnect Market

24. USA Ultra-Short Reach Optical Interconnect Market

25. Canada Ultra-Short Reach Optical Interconnect Market

26. South America Ultra-Short Reach Optical Interconnect Market

27. Brazil Ultra-Short Reach Optical Interconnect Market

28. Middle East Ultra-Short Reach Optical Interconnect Market

29. Africa Ultra-Short Reach Optical Interconnect Market

30. Ultra-Short Reach Optical Interconnect Market Competitive Landscape And Company Profiles

31. Ultra-Short Reach Optical Interconnect Market Other Major And Innovative Companies

32. Global Ultra-Short Reach Optical Interconnect Market Competitive Benchmarking And Dashboard

33. Key Mergers And Acquisitions In The Ultra-Short Reach Optical Interconnect Market

34. Recent Developments In The Ultra-Short Reach Optical Interconnect Market

35. Ultra-Short Reach Optical Interconnect Market High Potential Countries, Segments and Strategies

36. Appendix

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