광 인터커넥트 시장 보고서(2026년)
Optical Interconnect Global Market Report 2026
상품코드 : 1923942
리서치사 : The Business Research Company
발행일 : On Demand Report
페이지 정보 : 영문 250 Pages
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한글목차

광 인터커넥트 시장 규모는 최근 몇 년 동안 빠르게 성장하고 있습니다. 2025년 136억 9,000만 달러에서 2026년 152억 8,000만 달러로 CAGR 11.6%로 성장할 것으로 예상됩니다. 지난 수년간의 성장은 고속 데이터 전송 수요 증가, 통신 분야에서의 광섬유 네트워크 도입, 데이터센터 확장, HPC 인프라 확충, 광 트랜시버 기술 발전 등이 주요 요인으로 꼽힙니다.

광 인터커넥트 시장 규모는 향후 몇 년 동안 빠르게 성장할 것으로 예상됩니다. 2030년에는 235억 4,000만 달러에 달할 것으로 예상되며, CAGR은 11.4%에 달할 것으로 전망됩니다. 예측 기간의 성장 요인으로는 AI 및 머신러닝 워크로드 증가, 클라우드 컴퓨팅 서비스 도입 확대, 초저지연 네트워크에 대한 수요, 자동차 커넥티비티 기술 성장, 광집적회로의 대중화 등을 꼽았습니다. 예측 기간의 주요 동향으로는 고속 광 데이터 전송, 포토닉스 기반 상호연결 솔루션, 저지연 통신 네트워크, 에너지 절약형 광 인터커넥트, 차세대 광 스위칭 등을 꼽을 수 있습니다.

5G 네트워크의 급속한 확장은 광 인터커넥트 시장의 성장을 견인할 것으로 예상됩니다. 5G 네트워크는 더 빠른 데이터 통신 속도, 낮은 지연 시간, IoT 및 스마트 시티와 같은 첨단 애플리케이션을 포함한 방대한 장치 연결을 지원합니다. IoT 생태계의 커넥티드 디바이스 증가에 대응하기 위해 그 확장이 가속화되고 있으며, 원활한 통신, 실시간 데이터 교환, 산업 전반의 스마트 자동화를 실현합니다. 광 인터커넥트는 네트워크 요소 간 고속, 저지연, 안정적인 데이터 링크를 제공하여 5G 네트워크를 지원하고, 고밀도 네트워크 및 실시간 서비스에서 효율적인 연결성을 보장합니다. 예를 들어, 5G Americas에 따르면, 2024년 말까지 북미의 5G 연결 수는 2억 8,900만 건에 달할 것으로 예상되며, 이는 2023년 말의 1억 9,600만 건에서 67% 증가한 수치입니다. 이러한 5G 네트워크의 급속한 성장은 광 인터커넥트 솔루션에 대한 수요를 견인하고 있습니다.

광 인터커넥트 시장의 기업들은 고성능 컴퓨팅 및 데이터센터 애플리케이션에서 데이터 전송 속도 향상, 지연 감소, 에너지 효율성 향상을 위해 광 인터커넥트 칩렛을 개발하고 있습니다. 광 인터커넥트 칩렛은 칩 간 또는 칩 내에서 광신호를 이용하여 데이터를 전송하는 소형 반도체 모듈로, 대역폭 확대, 지연 감소, 전력 소비 감소를 실현합니다. 2025년 4월, 아야랩스는 세계 최초의 UCIe(Universal Chiplet Interconnect Express) 지원 광칩셋 '테라피(TeraPHY)'를 발표했습니다. 실리콘 포토닉스와 CMOS 제조 기술을 통합하여 16파장 SuperNova 광원을 사용하여 8Tbps의 대역폭을 실현하고 있습니다. AI의 확장 가능한 아키텍처를 위해 설계된 이 제품은 칩렛 간 초고속 광 인터커넥트를 통해 데이터 병목현상을 해소하고 지연과 전력 소비를 줄여줍니다. UCIe 개방형 표준을 지원하는 이 칩렛은 광기술의 호환성과 비용 효율적인 에코시스템 구축을 촉진합니다.

목차

제1장 주요 요약

제2장 시장 특징

제3장 시장 공급망 분석

제4장 세계의 시장 동향과 전략

제5장 최종 이용 산업 시장 분석

제6장 시장 : 금리, 인플레이션, 지정학, 무역 전쟁과 관세의 영향, 관세 전쟁과 무역 보호주의가 공급망에 미치는 영향, 코로나가 시장에 미치는 영향을 포함한 거시경제 시나리오

제7장 세계의 전략 분석 프레임워크, 현재 시장 규모, 시장 비교 및 성장률 분석

제8장 시장에서 세계의 총 잠재 시장 규모(TAM)

제9장 시장 세분화

제10장 지역별·국가별 분석

제11장 아시아태평양 시장

제12장 중국 시장

제13장 인도 시장

제14장 일본 시장

제15장 호주 시장

제16장 인도네시아 시장

제17장 한국 시장

제18장 대만 시장

제19장 동남아시아 시장

제20장 서유럽 시장

제21장 영국 시장

제22장 독일 시장

제23장 프랑스 시장

제24장 이탈리아 시장

제25장 스페인 시장

제26장 동유럽 시장

제27장 러시아 시장

제28장 북미 시장

제29장 미국 시장

제30장 캐나다 시장

제31장 남미 시장

제32장 브라질 시장

제33장 중동 시장

제34장 아프리카 시장

제35장 시장 규제 상황과 투자 환경

제36장 경쟁 구도와 기업 개요

제37장 기타 주요 기업과 혁신적 기업

제38장 세계의 시장 경쟁 벤치마킹과 대시보드

제39장 주요 인수합병

제40장 시장 잠재력이 높은 국가, 부문, 전략

제41장 부록

KSM
영문 목차

영문목차

Optical interconnect is a communication technology that transmits data using light signals through optical fibers or photonic devices instead of traditional electrical wiring. By using photons rather than electrons, it enables higher data transfer speeds, increased bandwidth, and reduced signal degradation, making it essential for high-performance computing, data centers, and advanced telecommunications networks.

The main product types in optical interconnect include cable assemblies, connectors, optical transceivers, silicon photonics, optical engines, photonic integrated circuit-based interconnects, free-space optics, fibers, and waveguides. Cable assemblies are prefabricated bundles of cables with attached connectors, designed to transmit signals efficiently and reliably. They include single-mode fiber (SMF) and multimode fiber (MMF) and are applied across metro and long-haul networks, board or rack-level, and chip or board-level interconnects. Technologies used include optical waveguides, optical fibers, vertical-cavity surface-emitting lasers (VCSELs), optical transceivers, and optical switches, supporting applications in data centers, telecommunications, high-performance computing, consumer electronics, and automotive

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.

Tariffs have influenced the optical interconnect market by raising costs of imported optical fibers, transceivers, and photonic components, leading to supply chain disruptions and higher production expenses. The impact is particularly significant in segments like silicon photonics and optical transceivers, and regions such as Asia-Pacific, which are major manufacturing hubs. While tariffs pose challenges by increasing operational costs, they also incentivize local manufacturing, innovation, and development of cost-efficient optical interconnect solutions for global deployment.

The optical interconnect market research report is one of a series of new reports from The Business Research Company that provides optical interconnect market statistics, including optical interconnect industry global market size, regional shares, competitors with an optical interconnect market share, detailed optical interconnect market segments, market trends and opportunities, and any further data you may need to thrive in the optical interconnect industry. This 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 optical interconnect market size has grown rapidly in recent years. It will grow from $13.69 billion in 2025 to $15.28 billion in 2026 at a compound annual growth rate (CAGR) of 11.6%. The growth in the historic period can be attributed to increasing demand for high-speed data transfer, adoption of fiber optic networks in telecom, growth of data centers, expansion of hpc infrastructure, improvements in optical transceiver technology.

The optical interconnect market size is expected to see rapid growth in the next few years. It will grow to $23.54 billion in 2030 at a compound annual growth rate (CAGR) of 11.4%. The growth in the forecast period can be attributed to rise in AI and ml workloads, increasing deployment of cloud computing services, demand for ultra-low latency networks, growth of automotive connectivity, expansion of photonic integrated circuits. Major trends in the forecast period include high-speed optical data transmission, photonics-based interconnect solutions, low-latency communication networks, energy-efficient optical interconnects, next-generation optical switching.

The rapid expansion of 5G networks is expected to drive growth in the optical interconnect market. 5G networks provide faster data speeds, lower latency, and support for massive device connectivity and advanced applications such as IoT and smart cities. Their expansion is accelerating to accommodate the growing number of connected devices in the IoT ecosystem, enabling seamless communication, real-time data exchange, and smarter automation across industries. Optical interconnects support 5G networks by providing fast, low-latency, and reliable data links between network elements, ensuring efficient connectivity for high-density networks and real-time services. For example, according to 5G Americas, North America is expected to reach 289 million 5G connections by the end of 2024, a 67% increase from 196 million connections at the end of 2023. The rapid growth of 5G networks is therefore fueling demand for optical interconnect solutions.

Companies in the optical interconnect market are developing optical interconnect chiplets to enhance data transfer speeds, reduce latency, and improve energy efficiency in high-performance computing and data center applications. Optical interconnect chiplets are compact semiconductor modules that use light signals to transfer data between or within chips, increasing bandwidth, reducing latency, and lowering power consumption. In April 2025, Ayar Labs launched the TeraPHY optical I/O chiplet, the world's first Universal Chiplet Interconnect Express (UCIe) optical chiplet. It integrates silicon photonics with CMOS manufacturing, delivering 8 Tbps bandwidth using a 16-wavelength SuperNova light source. Designed for AI scale-up architectures, it addresses data bottlenecks by enabling ultra-high-speed optical interconnects between chiplets while reducing latency and power usage. The chiplet supports the UCIe open standard, promoting compatibility and a cost-effective ecosystem for optical technologies.

In May 2025, Advanced Micro Devices Inc. (AMD) acquired Enosemi Inc. to strengthen its photonic interconnect and AI hardware capabilities. The acquisition allows AMD to leverage Enosemi's expertise in photonic integrated circuits and co-packaged optics, enabling high-bandwidth, energy-efficient interconnect solutions that integrate compute and networking for advanced AI workloads. Enosemi is a US-based startup specializing in high-speed optical interconnect technology and photonic integrated circuit design and development.

Major companies operating in the optical interconnect market are Huawei Technologies Co. Ltd., Cisco Systems Inc., Sumitomo Electric Industries Ltd., Mitsubishi Electric Corporation, Broadcom Inc., ZTE Corporation, TE Connectivity Ltd., Corning Incorporated, Amphenol Corporation, Furukawa Electric Co. Ltd., Ciena Corporation, Lumentum Holdings Inc., ADTRAN Inc., POET Technologies Inc., Accelink Technologies Co. Ltd., Linktel Technologies, Fibermall Technologies Co. Ltd., Ayar Labs Inc., LightSpeed Photonics Inc., FluxLight Inc., Ranovus Inc., Lightwave Logic Inc., Yuanjie Technology Co. Ltd.

North America was the largest region in the optical interconnect market in 2025. Asia-Pacific is expected to be the fastest-growing region in the forecast period. The regions covered in the optical interconnect market report are Asia-Pacific, South East Asia, Western Europe, Eastern Europe, North America, South America, Middle East, Africa.

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

The optical interconnect market consists of revenues earned by entities by providing services such as high-speed data transmission, long-distance communication, high bandwidth connectivity, and signal integrity maintenance. The market value includes the value of related goods sold by the service provider or included within the service offering. The optical interconnect market also includes sales of optical amplifiers, wavelength division multiplexers, optical modulators, optical receivers, and optical transponders. 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 Interconnect Market Global Report 2026 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.

This report focuses 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 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 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, total addressable market (TAM), market attractiveness score (MAS), competitive landscape, market shares, company scoring matrix, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.

Scope

1) By Cable Assemblies; Single Mode Cable; Multi Mode Cable; Armored Cable; Breakout Cable; Ribbon Cable

2) By Connectors; Lucent Connector; Straight Tip Connector; Subscriber Connector; Mechanical Transfer Registered Jack; Small Form Factor Pluggable Connector

3) By Optical Transceivers; Small Form Factor Pluggable Transceiver; Quad Small Form Factor Pluggable Transceiver; Enhanced Small Form Factor Pluggable Transceiver; Compact Small Form Factor Pluggable Transceiver

4) By Silicon Photonics; Transmitters; Receivers; Modulators; Photodetectors; Waveguides

5) By Optical Engines; Analog Optical Engine; Digital Optical Engine; Hybrid Optical Engine

6) By Photonic Integrated Circuits-Based Interconnects; Monolithic Photonic Integrated Circuits; Hybrid Photonic Integrated Circuits; Heterogeneous Photonic Integrated Circuits

7) By Free Space Optics; Point To Point Free Space Optics; Point To Multipoint Free Space Optics

8) By Fibers And Waveguides; Optical Fibers; Planar Waveguides; Photonic Crystal Fibers; Hollow Core Fibers

Added Benefits available all on all list-price licence purchases, to be claimed at time of purchase. Customisations within report scope and limited to 20% of content and consultant support time limited to 8 hours.

Table of Contents

1. Executive Summary

2. Optical Interconnect Market Characteristics

3. Optical Interconnect Market Supply Chain Analysis

4. Global Optical Interconnect Market Trends And Strategies

5. Optical Interconnect Market Analysis Of End Use Industries

6. Optical Interconnect Market - Macro Economic Scenario Including The Impact Of Interest Rates, Inflation, Geopolitics, Trade Wars and Tariffs, Supply Chain Impact from Tariff War & Trade Protectionism, And Covid And Recovery On The Market

7. Global Optical Interconnect Strategic Analysis Framework, Current Market Size, Market Comparisons And Growth Rate Analysis

8. Global Optical Interconnect Total Addressable Market (TAM) Analysis for the Market

9. Optical Interconnect Market Segmentation

10. Optical Interconnect Market Regional And Country Analysis

11. Asia-Pacific Optical Interconnect Market

12. China Optical Interconnect Market

13. India Optical Interconnect Market

14. Japan Optical Interconnect Market

15. Australia Optical Interconnect Market

16. Indonesia Optical Interconnect Market

17. South Korea Optical Interconnect Market

18. Taiwan Optical Interconnect Market

19. South East Asia Optical Interconnect Market

20. Western Europe Optical Interconnect Market

21. UK Optical Interconnect Market

22. Germany Optical Interconnect Market

23. France Optical Interconnect Market

24. Italy Optical Interconnect Market

25. Spain Optical Interconnect Market

26. Eastern Europe Optical Interconnect Market

27. Russia Optical Interconnect Market

28. North America Optical Interconnect Market

29. USA Optical Interconnect Market

30. Canada Optical Interconnect Market

31. South America Optical Interconnect Market

32. Brazil Optical Interconnect Market

33. Middle East Optical Interconnect Market

34. Africa Optical Interconnect Market

35. Optical Interconnect Market Regulatory and Investment Landscape

36. Optical Interconnect Market Competitive Landscape And Company Profiles

37. Optical Interconnect Market Other Major And Innovative Companies

38. Global Optical Interconnect Market Competitive Benchmarking And Dashboard

39. Key Mergers And Acquisitions In The Optical Interconnect Market

40. Optical Interconnect Market High Potential Countries, Segments and Strategies

41. Appendix

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