Photonic ICs (PIC) Market Dynamics 2021-2031
전자 IC와 유사한 기능을 하는 광자 집적 회로(PIC)는 전자 대신 광자를 사용하여 데이터를 전달합니다. 빛의 단위인 광자는 다른 데이터 매체보다 훨씬 빠르게 이동하므로 데이터 전송 속도가 크게 향상되었습니다. 글로벌 광IC 시장은 시스템 크기, 전력 소비, 비용 및 신뢰성이 크게 향상되면서 놀라운 속도로 성장할 것으로 예상됩니다.
글로벌 광IC 시장은 애플리케이션을 기준으로 세분화됩니다. 생체광자학, 광통신, 센서, 광신호 처리, 나노포토닉스 등으로 나뉜다. 글로벌 광자 IC 시장은 모놀리식 통합, 하이브리드 통합 및 모듈 통합에 배포되는 통합 방법을 기반으로 더욱 세분화됩니다. 또한 글로벌 광 IC 시장은 변조기, 레이저, 멀티플렉서/디멀티플렉서, 검출기, 광 증폭기 및 기타(감쇠기, 파장 변환기 등)와 같은 구성 요소를 기준으로 분류됩니다. 시장은 니오브산리튬(LiNbO3), 인듐인화물(InP), 실리콘(Si), 갈륨비소(GaAs), 실리카-온-실리콘 등 재료를 기준으로 분류됩니다.
단일 실리콘 기판 위에 더 많은 트랜지스터를 추가하려는 전자 IC의 지속적인 제한으로 인해 업계에서는 대체품을 개발해야 한다는 압박을 받았습니다. 또한 기존 주요 업체들은 단일 칩에 600개 이상의 구성요소/유틸리티를 통합하는 모놀리식 결합 InP 기반 광 IC를 개발했습니다. 결과적으로 모든 플레이어가 저렴한 비용으로 많은 양의 기능/유틸리티를 통합할 수 있는 광 IC 기반 제품을 개발하는 것을 목표로 하고 있기 때문에 시장에서는 엄청난 경쟁이 벌어지고 있습니다. 변조기, 검출기, 레이저를 포함한 다양한 광학 모듈을 단일 패키지에 통합하여 달성한 예산 및 크기 절감은 광 IC 시장 플레이어의 주요 초점 영역입니다. 특히 감지, 광통신 및 생체 광자 분야의 응용 분야 개발과 결합하여 고속 통신에 대한 수요 증가는 글로벌 광자 IC 시장의 발전을 촉진했습니다. 또한 광 IC가 제공하는 높은 전력 효율성, 저렴한 제조, 향상된 신뢰성 및 높은 데이터 전송 속도는 이 시장을 촉진할 것으로 예상되는 요소입니다. 고속 정보 처리, 계산 및 데이터 전송을 제공하기 위해 광자를 사용하는 것은 광자 IC 시장의 발전을 위한 건전한 전망을 제공합니다.
광 센서 애플리케이션은 이 분야에서 새로운 애플리케이션입니다. 항공우주, 국방, 운송, 에너지, 의료 등의 분야에서 활용되는 마켓플레이스입니다. 곧 상용화될 기술인 양자 컴퓨팅은 광 IC의 상당한 활용을 약속하는 또 다른 분야입니다. 광자 IC는 생의학 분야에서도 유사하게 사용되며, 여기서 InP가 확립한 명확한 광자 IC의 사용은 불투명한 피부 조직의 진단 검사에 활용되고 있습니다.
광통신은 광IC 시장의 주요 응용 분야인 반면, 생체 광자학 및 감지는 다른 주요 응용 분야입니다. 현재 광신호처리 부문의 투입량은 미미하지만, 양자컴퓨팅 상용화 이후 큰 진전이 있을 것으로 예상된다.
글로벌 광IC 시장은 북미가 주도하고 유럽이 뒤를 잇는다. 아시아 태평양. 북미가 주요 광자 IC 시장인 반면, 아시아 태평양 지역은 유럽과 결국 북미를 추월하여 강력한 성장을 보일 것으로 예상됩니다. 아시아 태평양 지역의 발전은 주로 광통신 및 생체광학 응용 분야의 수요 증가에 기인합니다. 전 세계 포토닉 IC 시장은 극도로 분리되어 있으며 수많은 플레이어가 존재한다는 브랜드화되어 있습니다. 시장의 주요 업체로는 Alcatel-Lucent SA, Infinera Corporation, JDS Uniphase Corporation, Huawei Technologies Co. Ltd., Avago Technologies Ltd., Intel Corporation, Agilent Technologies, Ciena Corporation, Emcore Corporation 및 NeoPhotonics Corporation이 있습니다. 피>
Report Coverage
Revenue forecast, Company Analysis, Industry landscape, Growth factors, and Trends
Segment Covered
This text is related
to segments covered.
Regional Scope
North America, Europe, Asia Pacific, Middle East & Africa, South & Central America
Country Scope
This text is related
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.