Photonic ICs (PIC) Market Dynamics 2021-2031
Los circuitos integrados fotónicos (PIC), funcionan de manera análoga a los circuitos integrados electrónicos y utilizan fotones en lugar de electrones para transportar datos. Los fotones, unidad de luz, viajan mucho más rápido que otros soportes de datos, por lo que la velocidad de transferencia de datos ha aumentado drásticamente. Se espera que el mercado mundial de circuitos integrados fotónicos aumente a un ritmo notable, ya que ofrece mejoras sustanciales en el tamaño del sistema, el consumo de energía, el costo y la confiabilidad.
Sobre la base de la aplicación, el mercado mundial de circuitos integrados fotónicos está segmentado en biofotónica, comunicación óptica, sensores, procesamiento de señales ópticas y nanofotónica. El mercado mundial de circuitos integrados fotónicos se segmenta aún más en función de los métodos de integración implementados en integración monolítica, integración híbrida e integración de módulos. Además, el mercado mundial de circuitos integrados fotónicos está segmentado según los componentes, a saber: moduladores, láseres, multiplexores/demultiplexores, detectores, amplificadores ópticos y otros (como atenuadores, convertidores de longitud de onda, etc.). El mercado está segmentado según los materiales, a saber: niobato de litio (LiNbO3), fosfuro de indio (InP), silicio (Si), arseniuro de galio (GaAs) y sílice sobre silicio.
La continua limitación de los circuitos integrados electrónicos en busca de agregar más transistores sobre un único sustrato de silicio ha presionado a la industria a inventar un sustituto. Además, los principales actores existentes han desarrollado circuitos integrados fotónicos basados en InP combinados monolíticamente que asimilan más de 600 componentes/utilidades en un solo chip. Como resultado, existe una enorme competencia en el mercado, ya que todos los actores apuntan a inventar productos fotónicos basados en circuitos integrados que sean capaces de integrar grandes cantidades de funciones/utilidades a bajo costo. El ahorro de presupuesto y magnitud logrado mediante la integración de diversos módulos ópticos, incluidos moduladores, detectores y láseres, en un solo paquete es el área de enfoque clave para los actores del mercado de circuitos integrados fotónicos. Las crecientes demandas de comunicaciones de alta velocidad combinadas con el desarrollo de zonas de aplicaciones, específicamente en el ámbito de la detección, las comunicaciones ópticas y la biofotónica, han impulsado el progreso del mercado mundial de circuitos integrados fotónicos. Además, se espera que la alta eficiencia energética, la fabricación económica, la confiabilidad mejorada y las altas tasas de transferencia de datos que ofrecen los circuitos integrados fotónicos impulsen este mercado. El uso de fotones para ofrecer procesamiento de información, computación y transmisión de datos de alta velocidad ofrece una buena perspectiva destinada al desarrollo del mercado de circuitos integrados fotónicos.
La aplicación de sensores ópticos es una aplicación emergente en este mercado, que se utiliza en campos como el aeroespacial, la defensa, el transporte, la energía y la medicina. La computación cuántica, una tecnología que pronto se comercializará, es otro segmento que promete una utilización significativa de los circuitos integrados fotónicos. Los circuitos integrados fotónicos se utilizan de manera similar en el ámbito biomédico, donde el uso establecido por InP de circuitos integrados fotónicos definidos se utiliza para el examen de diagnóstico de tejidos cutáneos opacos.
Las comunicaciones ópticas son un sector de aplicaciones líder en el mercado de circuitos integrados fotónicos, mientras que la biofotónica y la detección son otros segmentos de aplicaciones clave. Aunque el aporte actual del segmento de procesamiento de señales ópticas es mínimo, se anticipa que será testigo de un fuerte progreso después de la comercialización de la computación cuántica.
América del Norte lidera el mercado mundial de circuitos integrados fotónicos, seguida por Europa. y Asia Pacífico. Si bien América del Norte es el principal mercado de circuitos integrados fotónicos, se prevé que Asia Pacífico sea testigo de un fuerte crecimiento, superando a Europa y, finalmente, a América del Norte. El desarrollo en Asia Pacífico se puede atribuir en gran medida a la creciente demanda de comunicaciones ópticas y aplicaciones de biofotónica. El mercado mundial de circuitos integrados fotónicos está extremadamente desarticulado y se caracteriza por la presencia de un gran número de actores. Algunos de los principales actores del mercado son Alcatel-Lucent SA, Infinera Corporation, JDS Uniphase Corporation, Huawei Technologies Co. Ltd., Avago Technologies Ltd., Intel Corporation, Agilent Technologies, Ciena Corporation, Emcore Corporation y NeoPhotonics Corporation. p>
Report Coverage
Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends
Segment Covered
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to segments covered.
Regional Scope
North America, Europe, Asia Pacific, Middle East & Africa, South & Central America
Country Scope
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to country scope.
- Alcatel-Lucent S.A.
- Infinera Corporation
- JDS Uniphase Corporation
- Huawei Technologies Co. Ltd.
- Avago Technologies Ltd.
- Intel Corporation
- NeoPhotonics Corporation.
- Agilent Technologies
- Ciena Corporation
- Emcore Corporation
The Insight Partners performs research in 4 major stages: Data Collection & Secondary Research, Primary Research, Data Analysis and Data Triangulation & Final Review.
- Data Collection and Secondary Research:
As a market research and consulting firm operating from a decade, we have published and advised several client across the globe. First step for any study will start with an assessment of currently available data and insights from existing reports. Further, historical and current market information is collected from Investor Presentations, Annual Reports, SEC Filings, etc., and other information related to company’s performance and market positioning are gathered from Paid Databases (Factiva, Hoovers, and Reuters) and various other publications available in public domain.
Several associations trade associates, technical forums, institutes, societies and organization are accessed to gain technical as well as market related insights through their publications such as research papers, blogs and press releases related to the studies are referred to get cues about the market. Further, white papers, journals, magazines, and other news articles published in last 3 years are scrutinized and analyzed to understand the current market trends.
- Primary Research:
The primarily interview analysis comprise of data obtained from industry participants interview and answers to survey questions gathered by in-house primary team.
For primary research, interviews are conducted with industry experts/CEOs/Marketing Managers/VPs/Subject Matter Experts from both demand and supply side to get a 360-degree view of the market. The primary team conducts several interviews based on the complexity of the markets to understand the various market trends and dynamics which makes research more credible and precise.
A typical research interview fulfils the following functions:
- Provides first-hand information on the market size, market trends, growth trends, competitive landscape, and outlook
- Validates and strengthens in-house secondary research findings
- Develops the analysis team’s expertise and market understanding
Primary research involves email interactions and telephone interviews for each market, category, segment, and sub-segment across geographies. The participants who typically take part in such a process include, but are not limited to:
- Industry participants: VPs, business development managers, market intelligence managers and national sales managers
- Outside experts: Valuation experts, research analysts and key opinion leaders specializing in the electronics and semiconductor industry.
Below is the breakup of our primary respondents by company, designation, and region:
Once we receive the confirmation from primary research sources or primary respondents, we finalize the base year market estimation and forecast the data as per the macroeconomic and microeconomic factors assessed during data collection.
- Data Analysis:
Once data is validated through both secondary as well as primary respondents, we finalize the market estimations by hypothesis formulation and factor analysis at regional and country level.
- Macro-Economic Factor Analysis:
We analyse macroeconomic indicators such the gross domestic product (GDP), increase in the demand for goods and services across industries, technological advancement, regional economic growth, governmental policies, the influence of COVID-19, PEST analysis, and other aspects. This analysis aids in setting benchmarks for various nations/regions and approximating market splits. Additionally, the general trend of the aforementioned components aid in determining the market's development possibilities.
- Country Level Data:
Various factors that are especially aligned to the country are taken into account to determine the market size for a certain area and country, including the presence of vendors, such as headquarters and offices, the country's GDP, demand patterns, and industry growth. To comprehend the market dynamics for the nation, a number of growth variables, inhibitors, application areas, and current market trends are researched. The aforementioned elements aid in determining the country's overall market's growth potential.
- Company Profile:
The “Table of Contents” is formulated by listing and analyzing more than 25 - 30 companies operating in the market ecosystem across geographies. However, we profile only 10 companies as a standard practice in our syndicate reports. These 10 companies comprise leading, emerging, and regional players. Nonetheless, our analysis is not restricted to the 10 listed companies, we also analyze other companies present in the market to develop a holistic view and understand the prevailing trends. The “Company Profiles” section in the report covers key facts, business description, products & services, financial information, SWOT analysis, and key developments. The financial information presented is extracted from the annual reports and official documents of the publicly listed companies. Upon collecting the information for the sections of respective companies, we verify them via various primary sources and then compile the data in respective company profiles. The company level information helps us in deriving the base number as well as in forecasting the market size.
- Developing Base Number:
Aggregation of sales statistics (2020-2022) and macro-economic factor, and other secondary and primary research insights are utilized to arrive at base number and related market shares for 2022. The data gaps are identified in this step and relevant market data is analyzed, collected from paid primary interviews or databases. On finalizing the base year market size, forecasts are developed on the basis of macro-economic, industry and market growth factors and company level analysis.
- Data Triangulation and Final Review:
The market findings and base year market size calculations are validated from supply as well as demand side. Demand side validations are based on macro-economic factor analysis and benchmarks for respective regions and countries. In case of supply side validations, revenues of major companies are estimated (in case not available) based on industry benchmark, approximate number of employees, product portfolio, and primary interviews revenues are gathered. Further revenue from target product/service segment is assessed to avoid overshooting of market statistics. In case of heavy deviations between supply and demand side values, all thes steps are repeated to achieve synchronization.
We follow an iterative model, wherein we share our research findings with Subject Matter Experts (SME’s) and Key Opinion Leaders (KOLs) until consensus view of the market is not formulated – this model negates any drastic deviation in the opinions of experts. Only validated and universally acceptable research findings are quoted in our reports.
We have important check points that we use to validate our research findings – which we call – data triangulation, where we validate the information, we generate from secondary sources with primary interviews and then we re-validate with our internal data bases and Subject matter experts. This comprehensive model enables us to deliver high quality, reliable data in shortest possible time.