2023 年,北美数据中心可插拔光学器件市场规模价值 20.9 亿美元,预计到 2031 年将达到 49.9 亿美元。预计 2023 年至 2031 年期间,该市场的复合年增长率为 11.5%。线性可插拔光学器件的使用日益增多,很可能成为市场的一个主要趋势。
北美数据中心可插拔光学器件市场分析
物联网 (IoT) 的日益普及、对海量数据存储需求的不断增长以及数字化的不断发展,推动了对数据中心的需求。它是一种出色的数据存储解决方案,可为公司提供对大量数据的快速安全访问。数据中心提供的优势(例如集中式数据管理、可扩展性和安全性)鼓励企业采用这些解决方案来实现数据驱动的业务格局。因此,一些公司正在投资北美数据中心的开发。根据年利达律师事务所的数据,北美在数据中心交易价值方面保持领先地位,占 2023 年全球总额的 62%,占 2024 年 4 月投资的 69%,总额达 150 亿美元,其中美国占总额的最大份额。人们越来越关注节能和使用节能设备。这有助于企业和政府机构实现大幅能源成本节省。数据流量的指数级增长主要推动了数据中心节能技术的进步。根据华为技术有限公司2020年的研究,2030年全球数据流量将增长14倍,而ICT能耗将增长1.5倍,因此市场参与者更加关注可持续性。
北美数据中心可插拔光学器件市场概览
可插拔光学器件是可互换的收发器模块,用于连接各种网络组件(包括交换机、路由器和服务器),以便将高速电信号转换为光信号,反之亦然。可插拔光学器件最常用于数据中心光学器件,因为它们灵活、可扩展且与各种网络设备和标准兼容。可插拔光学器件的一个优点是,用户可以根据数据速率和其他网络架构要求定制模块内的收发器,而其他光学互连则使用光在计算架构内传输数据。由于可插拔光学器件具有成本效益、广泛兼容性和降低功耗的能力等优势,数据中心对可插拔光学器件的需求正在增加。它们通常是一种高速低功耗解决方案,并且与各种其他设备兼容。
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北美数据中心可插拔光学器件市场:
复合年增长率(2023 - 2031)11.5%- 2023 年市场规模
20.9 亿美元 - 2031年市场规模
49.9亿美元
市场动态
- 北美数据中心数量不断增长
- 对高性能计算的需求不断增长
- 线性可插拔光学器件
- 能源效率需求
关键人物
- 相干公司
- 诺基亚公司
- 思科系统公司
- 英飞朗公司
- 爱立信电信
- Ciena公司
- 英特尔公司
- Lumentum 控股公司
区域概况
- 北美
市场细分
- 开关
- 路由器
- 服务器
- 100–400 Gb/s
- 400–800 Gb/s
- 800 Gb/s
- 多于
- 示例 PDF 通过定性和定量分析展示了内容结构和信息的性质。
北美数据中心可插拔光学器件市场驱动因素和机遇
高性能计算需求不断增长,市场前景看好
高性能计算 (HPC) 或超级计算是一种将计算能力结合起来的实践,其产生的能量远超传统计算机和服务器。据 IBM 称,它比最快的商用台式机、笔记本电脑或服务器系统快一百万倍以上。HPC 是一种使用多台计算机和存储设备以极高速度处理大量数据的方法。在当今的商业环境中,为了提高运营速度,需要在短时间内进行大量计算。许多 HPC 数据中心与需要大量计算能力的大型私营和上市公司相关联。HPC 能力可以帮助企业解决使用传统计算系统无法解决的问题。
能源效率需求
人们越来越关注节能和使用节能设备。这有助于企业和政府机构实现大幅能源成本节约。数据流量的指数级增长主要推动了数据中心节能技术的进步。根据华为技术公司在 2020 年进行的一项研究,从 2020 年到 2030 年,全球数据流量将增长 14 倍,而 ICT 能源消耗将增加 1.5 倍。因此,市场参与者更加关注可持续性。
北美报告细分分析
有助于得出北美分析的关键部分是组件和数据速率。
- 就组件而言,市场分为交换机、路由器和服务器。交换机部分在 2023 年占据了市场主导地位。
- 根据数据速率,市场细分为 100-400 Gb/s、400-800 Gb/s 和 800 Gb/s 及以上。400-800 Gb/s 细分市场在 2023 年占据市场主导地位。
北美地区份额分析
北美报告的地理范围主要分为三个国家:美国、加拿大和墨西哥。
美国拥有约 2,700 个数据中心。大型数据中心的增长需要不同组件之间建立高速可靠的连接,这推动了对可插拔光学器件的需求。这些数据中心需要扩展其计算资源以满足不断增长的数据需求。北弗吉尼亚州拥有美国最多的数据中心。包括亚马逊网络服务、微软 Azure 和谷歌在内的 300 多家云和超大规模数据中心提供商已为该地区投入了数百万平方英尺和数百兆瓦的电力,并且它们还在继续扩张。北弗吉尼亚州预计将拥有约 3,500 兆瓦的数据中心库存,这是美国其他任何市场的三倍多。
北美数据中心可插拔光学器件市场报告范围
报告属性 | 细节 |
---|---|
2023 年的市场规模 | 20.9亿美元 |
2031 年市场规模 | 49.9亿美元 |
全球复合年增长率(2023 - 2031) | 11.5% |
史料 | 2021-2022 |
预测期 | 2024-2031 |
涵盖的领域 | 按组件
|
覆盖地区和国家 | 北美
|
市场领导者和主要公司简介 |
|
- 示例 PDF 通过定性和定量分析展示了内容结构和信息的性质。
北美数据中心可插拔光学器件市场新闻和最新发展
通过收集一手和二手研究的定性和定量数据来评估北美数据中心可插拔光学器件市场,其中包括重要的公司出版物、协会数据和数据库。以下列出了北美数据中心可插拔光学器件市场的一些发展情况:
- 运营商级网络软件系统市场领导者 IP Infusion 已完成对 Ciena 的 WaveLogic 5 Nano (WL5n) 可互操作 400ZR 和 400G ZR+ 可插拔收发器与 IP Infusion 的 OcNOS 网络操作系统(用于白盒硬件)的测试和认证。客户现在可以直接从 IP Infusion 购买 Ciena 的 400G ZR/ZR+ 可插拔收发器,并通过单一联系点获得整个白盒解决方案的全天候支持。(来源:IP Infusion,新闻稿,2024 年 4 月)
- Ciena 实现了一个令人难以置信的里程碑,其业界领先的 WaveLogic 5 Extreme (WL5e) 可编程 800G 技术的调制解调器出货量超过 100,000 台,为支持不断增长的带宽需求且更节能的城域、长途和海底网络奠定了基础。(来源:Ciena,新闻稿,2023 年 11 月)
北美数据中心可插拔光学器件市场报告覆盖范围和交付成果
“北美数据中心可插拔光学器件市场规模和预测(2021-2031 年)”报告对以下领域进行了详细的市场分析:
- 北美数据中心可插拔光学器件市场规模以及区域和国家层面的所有关键细分市场的预测
- 北美数据中心可插拔光学器件市场趋势,以及驱动因素、限制因素和关键机遇等市场动态
- 详细的 PEST 和 SWOT 分析
- 北美数据中心可插拔光学器件市场分析,涵盖关键市场趋势、区域框架、主要参与者、法规和最新市场发展
- 行业格局和竞争分析,涵盖市场集中度、热图分析、知名参与者以及北美数据中心可插拔光学器件市场的最新发展
- 详细的公司简介
- Historical Analysis (2 Years), Base Year, Forecast (7 Years) with CAGR
- PEST and SWOT Analysis
- Market Size Value / Volume - Global, Regional, Country
- Industry and Competitive Landscape
- Excel Dataset
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.
Frequently Asked Questions
Coherent Corp, Nokia Corp, Cisco Systems Inc, Infinera Corp, and Telefonaktiebolaget LM Ericsson are among the leading players in the North America pluggable optics for data center market.
The growing number of data centers in North America fuels the North America pluggable optics for data center market growth.
The US dominated the North America pluggable optics for data center market in 2023.
The estimated value of the North America pluggable optics for data center market is expected to reach US$ 4.99 billion by 2031.
The market is expected to grow at a CAGR of 11.5% over the forecast period.
The expansion of linear pluggable optics is likely to be a key trend in the market.
Trends and growth analysis reports related to Electronics and Semiconductor : READ MORE..
The List of companies - Pluggable Optics for Data Center Market
- Coherent Corp
- Nokia Corp
- Cisco Systems Inc
- Infinera Corp
- Telefonaktiebolaget LM Ericsson
- Ciena Corp
- Intel Corp
- Lumentum Holdings Inc.
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:
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- Validates and strengthens in-house secondary research findings
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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.