Photonic ICs (PIC) Market Dynamics 2021-2031
光子集成电路 (PIC) 的功能类似于电子 IC,利用光子而不是电子来携带数据。光子(光的单位)的传播速度比其他数据载体快得多,因此数据传输速度显着提高。全球光子 IC 市场预计将以惊人的速度增长,因为它在系统尺寸、功耗、成本和可靠性方面都有显着提高。
根据应用,全球光子 IC 市场被细分进入生物光子学、光通信、传感器、光信号处理和纳米光子学。全球光子IC市场根据集成方法进一步细分为单片集成、混合集成和模块集成。此外,全球光子IC市场根据组件进行细分,即:调制器、激光器、复用器/解复用器、探测器、光放大器和其他(如衰减器、波长转换器等)。市场根据材料进行细分,即:铌酸锂 (LiNbO3)、磷化铟 (InP)、硅 (Si)、砷化镓 (GaAs) 和硅基二氧化硅。
电子集成电路在单个硅基板上添加更多晶体管的持续限制迫使业界发明替代品。此外,现有主要参与者已开发出单片组合的 InP 光子 IC,可在单个芯片中吸收 600 多个组件/实用程序。因此,市场上存在着巨大的竞争,因为每个参与者都致力于发明基于光子 IC 的产品,这些产品能够以低成本集成大量功能/实用程序。通过将调制器、探测器和激光器等多种光学模块集成到单个封装中来实现预算和规模节省,是光子 IC 市场参与者的主要关注领域。对高速通信不断增长的需求以及不断发展的应用领域,特别是在传感、光通信和生物光子学领域,推动了全球光子 IC 市场的进步。此外,光子 IC 提供的高功率效率、廉价制造、更高的可靠性和高数据传输速率是预计推动该市场发展的因素。利用光子驱动提供高速信息处理、计算和数据传输为光子IC市场的发展提供了良好的前景。
光学传感器应用是该领域的一个新兴应用。 Marketplace,用于航空航天、国防、交通、能源和医药等领域。量子计算是一项即将商业化的技术,是有望大量利用光子集成电路的另一个领域。光子 IC 类似地用于生物医学领域,其中 InP 确定的光子 IC 的使用被用于不透明皮肤组织的诊断检查。
光通信是光子IC市场的领先应用领域,而生物光子学和传感是其他关键应用领域。尽管目前光信号处理领域的投入最小,但预计在量子计算商业化后将取得强劲进展。
北美引领全球光子IC市场,欧洲紧随其后和亚太地区。虽然北美是主要的光子 IC 市场,但亚太地区预计将出现强劲增长,超过欧洲并最终超越北美。亚太地区的发展主要归功于光通信和生物光子学应用不断增长的需求。全球光子 IC 市场极其分散,并且因存在大量参与者而被打上烙印。市场上的一些顶级参与者包括阿尔卡特朗讯、Infinera Corporation、JDS Uniphase Corporation、华为技术有限公司、Avago Technologies Ltd.、英特尔公司、安捷伦科技、Ciena Corporation、Emcore Corporation 和 NeoPhotonics Corporation。 p>
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
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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.