한글목차

세계의 광트랜시버 시장은 2025년 132억 6,000만 달러에서 2031년까지 277억 7,000만 달러에 이르고, CAGR 13.11%를 보일 것으로 예측됩니다.

주요 시장 성장 촉진요인

인공지능(AI) 및 머신러닝(ML) 컴퓨팅 워크로드의 급격한 증가로 인해 하이퍼스케일 데이터센터 내 고대역폭, 저지연 상호연결에 대한 수요가 급증하면서 광트랜시버의 상황이 재편되고 있습니다. 사업자들이 훈련 및 추론을 위해 대규모 GPU 클러스터를 도입함에 따라,네트워크 아키텍처는 800G 및 1.

주요 시장 과제

차세대 고속 모듈의 전력 소비와 열 관리 요구 사항 증가는 세계 광트랜시버 시장의 성장에 중요한 장벽이 되고 있습니다. 800G나 1.

주요 시장 동향

실리콘 포토닉스(SiPh) 기술의 광범위한 상용화는 광학 부품을 실리콘 웨이퍼에 직접 집적할 수 있게 함으로써 시장을 근본적으로 재편하고 있습니다. 이러한 아키텍처 전환은 기존 개별 광 부품의 물리적 한계를 극복하고 차세대 상호 연결에 필요한 우수한 신호 밀도와 에너지 효율을 제공합니다.

목차

제1장 개요

제2장 조사 방법

제3장 주요 요약

제4장 고객의 소리

제5장 세계의 광트랜시버 시장 전망

• 시장 규모와 예측
  • 금액별
• 시장 점유율과 예측
  • 프로토콜별(이더넷, 파이버 채널, CWDM/DWDM, FTTx)
  • 데이터 레이트별(10Gbps 미만, 10Gbps-40Gbps, 100Gbps, 100Gbps 초과)
  • 용도별(데이터센터, 통신)
  • 지역별
  • 기업별(2025)
• 시장 맵

제6장 북미의 광트랜시버 시장 전망

• 시장 규모와 예측
• 시장 점유율과 예측
• 북미 : 국가별 분석
  • 미국
  • 캐나다
  • 멕시코

제7장 유럽의 광트랜시버 시장 전망

• 시장 규모와 예측
• 시장 점유율과 예측
• 유럽 : 국가별 분석
  • 독일
  • 프랑스
  • 영국
  • 이탈리아
  • 스페인

제8장 아시아태평양의 광트랜시버 시장 전망

• 시장 규모와 예측
• 시장 점유율과 예측
• 아시아태평양 : 국가별 분석
  • 중국
  • 인도
  • 일본
  • 한국
  • 호주

제9장 중동 및 아프리카의 광트랜시버 시장 전망

• 시장 규모와 예측
• 시장 점유율과 예측
• 중동 및 아프리카 : 국가별 분석
  • 사우디아라비아
  • 아랍에미리트(UAE)
  • 남아프리카공화국

제10장 남미의 광트랜시버 시장 전망

• 시장 규모와 예측
• 시장 점유율과 예측
• 남미 : 국가별 분석
  • 브라질
  • 콜롬비아
  • 아르헨티나

제11장 시장 역학

• 성장 촉진요인
• 과제

제12장 시장 동향과 발전

• 인수합병(M&A)
• 제품 출시
• 최근 동향

제13장 세계의 광트랜시버 시장 : SWOT 분석

제14장 Porter의 Five Forces 분석

• 업계내 경쟁
• 신규 참여 가능성
• 공급업체의 힘
• 고객의 힘
• 대체품의 위협

제15장 경쟁 구도

• Cisco Systems Inc.
• Huawei Technologies Co., Ltd.
• Broadcom Inc.
• Fujitsu Ltd.
• Sumitomo Electric Industries, Ltd.
• Accelink Technologies Co., Ltd.
• Innolight Technology Corporation
• Source Photonics, Inc.
• Lumentum Holdings Inc.
• Ciena Corporation

제16장 전략적 제안

제17장 회사 소개 및 면책조항

영문목차

The Global Optical Transceiver Market will grow from USD 13.26 Billion in 2025 to USD 27.77 Billion by 2031 at a 13.11% CAGR. An optical transceiver is a bidirectional optoelectronic device that transmits and receives data by converting electrical signals into optical pulses and vice versa across fiber-optic networks.

Key Market Drivers

The surge in Artificial Intelligence and Machine Learning computational workloads is reshaping the optical transceiver landscape, primarily by creating an acute need for high-bandwidth, low-latency interconnects within hyperscale data centers. As operators deploy massive clusters of GPUs for training and inference, the network architecture is evolving to support 800G and 1.6T data speeds, necessitating advanced optical modules that offer higher density and power efficiency.

Key Market Challenges

The escalating power consumption and thermal management requirements of next-generation high-speed modules present a critical impediment to the growth of the Global Optical Transceiver Market. As data rates increase to support 800G and 1.6T speeds, optical components generate excessive heat, creating a "power wall" that existing data center infrastructure often cannot support. This thermal limitation forces network operators to restrict the density of active optical ports per switch to prevent overheating, directly reducing the volume of units deployed.

Key Market Trends

The widespread commercialization of Silicon Photonics (SiPh) technology is fundamentally reshaping the market by enabling the integration of optical components directly onto silicon wafers. This architectural shift addresses the physical limitations of traditional discrete optics, offering the superior signal density and energy efficiency required for next-generation interconnects. By leveraging established CMOS fabrication processes, manufacturers can achieve mass production with higher yields and lower unit costs, effectively democratizing high-speed connectivity.

Key Market Players

• Cisco Systems Inc.
• Huawei Technologies Co., Ltd.
• Broadcom Inc.
• Fujitsu Ltd.
• Sumitomo Electric Industries, Ltd.
• Accelink Technologies Co., Ltd.
• Innolight Technology Corporation
• Source Photonics, Inc.
• Lumentum Holdings Inc.
• Ciena Corporation

Report Scope:

In this report, the Global Optical Transceiver Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Optical Transceiver Market, By Protocol:

• Ethernet
• Fiber Channel
• CWDM/DWDM
• FTTx

Optical Transceiver Market, By Data Rate:

• Less than 10Gbps
• 10 Gbps to 40 Gbps
• 100 Gbps
• Greater than 100 Gbps

Optical Transceiver Market, By Application:

• Data Center
• Telecommunication

Optical Transceiver Market, By Region:

• North America
• United States
• Canada
• Mexico
• Europe
• France
• United Kingdom
• Italy
• Germany
• Spain
• Asia Pacific
• China
• India
• Japan
• Australia
• South Korea
• South America
• Brazil
• Argentina
• Colombia
• Middle East & Africa
• South Africa
• Saudi Arabia
• UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Optical Transceiver Market.

Available Customizations:

Global Optical Transceiver Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Optical Transceiver Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Protocol (Ethernet, Fiber Channel, CWDM/DWDM, FTTx)
  • 5.2.2. By Data Rate (Less than 10Gbps, 10 Gbps to 40 Gbps, 100 Gbps, Greater than 100 Gbps)
  • 5.2.3. By Application (Data Center, Telecommunication)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Optical Transceiver Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Protocol
  • 6.2.2. By Data Rate
  • 6.2.3. By Application
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Optical Transceiver Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Protocol
      • 6.3.1.2.2. By Data Rate
      • 6.3.1.2.3. By Application
  • 6.3.2. Canada Optical Transceiver Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Protocol
      • 6.3.2.2.2. By Data Rate
      • 6.3.2.2.3. By Application
  • 6.3.3. Mexico Optical Transceiver Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Protocol
      • 6.3.3.2.2. By Data Rate
      • 6.3.3.2.3. By Application

7. Europe Optical Transceiver Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Protocol
  • 7.2.2. By Data Rate
  • 7.2.3. By Application
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Optical Transceiver Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Protocol
      • 7.3.1.2.2. By Data Rate
      • 7.3.1.2.3. By Application
  • 7.3.2. France Optical Transceiver Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Protocol
      • 7.3.2.2.2. By Data Rate
      • 7.3.2.2.3. By Application
  • 7.3.3. United Kingdom Optical Transceiver Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Protocol
      • 7.3.3.2.2. By Data Rate
      • 7.3.3.2.3. By Application
  • 7.3.4. Italy Optical Transceiver Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Protocol
      • 7.3.4.2.2. By Data Rate
      • 7.3.4.2.3. By Application
  • 7.3.5. Spain Optical Transceiver Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Protocol
      • 7.3.5.2.2. By Data Rate
      • 7.3.5.2.3. By Application

8. Asia Pacific Optical Transceiver Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Protocol
  • 8.2.2. By Data Rate
  • 8.2.3. By Application
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Optical Transceiver Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Protocol
      • 8.3.1.2.2. By Data Rate
      • 8.3.1.2.3. By Application
  • 8.3.2. India Optical Transceiver Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Protocol
      • 8.3.2.2.2. By Data Rate
      • 8.3.2.2.3. By Application
  • 8.3.3. Japan Optical Transceiver Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Protocol
      • 8.3.3.2.2. By Data Rate
      • 8.3.3.2.3. By Application
  • 8.3.4. South Korea Optical Transceiver Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Protocol
      • 8.3.4.2.2. By Data Rate
      • 8.3.4.2.3. By Application
  • 8.3.5. Australia Optical Transceiver Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Protocol
      • 8.3.5.2.2. By Data Rate
      • 8.3.5.2.3. By Application

9. Middle East & Africa Optical Transceiver Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Protocol
  • 9.2.2. By Data Rate
  • 9.2.3. By Application
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Optical Transceiver Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Protocol
      • 9.3.1.2.2. By Data Rate
      • 9.3.1.2.3. By Application
  • 9.3.2. UAE Optical Transceiver Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Protocol
      • 9.3.2.2.2. By Data Rate
      • 9.3.2.2.3. By Application
  • 9.3.3. South Africa Optical Transceiver Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Protocol
      • 9.3.3.2.2. By Data Rate
      • 9.3.3.2.3. By Application

10. South America Optical Transceiver Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Protocol
  • 10.2.2. By Data Rate
  • 10.2.3. By Application
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Optical Transceiver Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Protocol
      • 10.3.1.2.2. By Data Rate
      • 10.3.1.2.3. By Application
  • 10.3.2. Colombia Optical Transceiver Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Protocol
      • 10.3.2.2.2. By Data Rate
      • 10.3.2.2.3. By Application
  • 10.3.3. Argentina Optical Transceiver Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Protocol
      • 10.3.3.2.2. By Data Rate
      • 10.3.3.2.3. By Application

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Optical Transceiver Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. Cisco Systems Inc.
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. Huawei Technologies Co., Ltd.
• 15.3. Broadcom Inc.
• 15.4. Fujitsu Ltd.
• 15.5. Sumitomo Electric Industries, Ltd.
• 15.6. Accelink Technologies Co., Ltd.
• 15.7. Innolight Technology Corporation
• 15.8. Source Photonics, Inc.
• 15.9. Lumentum Holdings Inc.
• 15.10. Ciena Corporation

16. Strategic Recommendations

17. About Us & Disclaimer