포토닉 집적회로 : 실리콘 포토닉스가 주목받는 세계 시장

The global market for photonic integrated circuits (PICs) is expected to grow from $13.9 billion in 2024 and projected to reach $24.2 billion by 2029, at a compound annual growth rate (CAGR) of 11.8% from 2024 through 2029.

The North American market for PICs is expected to grow from $5.5 billion in 2024 and projected to reach $9.9 billion by 2029, at a CAGR of 12.4% from 2024 through 2029.

The Asia-Pacific market for PICs is expected to grow from $3.5 billion in 2024 and projected to reach $7.2 billion by 2029, at a CAGR of 15.7% from 2024 through 2029.

Report Scope

The report analyzes the photonic integrated circuits (PICs) market across components, integration types, raw materials, and applications, offering insights into key trends and market drivers. The study focuses on components such as transceivers, lasers, modulators, detectors, multiplexers/demultiplexers (MUX/DEMUX), and optical amplifiers, assessing their adoption across diverse applications that include optical communication, sensing, biophotonics, and optical signal processing.

The report provides a comprehensive regional analysis covering North America, Europe, Asia-Pacific, and the Rest of the World (RoW), including Latin America, the Middle East, and Africa. It evaluates the market dynamics, including drivers, challenges, and emerging trends, while highlighting innovations in material design and performance enhancement. The study concludes with an analysis of major market competitors and their offerings. The base year for the study is 2023, with projections for the years 2024 through 2029, including the compound annual growth rate (CAGR) for the forecast period.

Report Includes

• 59 data tables and 40 additional tables
• In-depth analyses of the global market trends for photonic integrated circuits (PICs), with market revenue data for 2023, estimates for 2024, forecast for 2026 and 2028, and projected CAGRs through 2029
• Estimates of the size and growth forecasts of the global PICs market, and a corresponding market share analysis by component, integration type, raw material type, application, and region
• Facts and figures pertaining to the market dynamics, technical advances, regulatory landscape, and the impact of macroeconomic factors
• Insights derived from the Porter's Five Forces model, as well as global supply chain and PESTLE analyses
• Review of emerging trends and new developments with special focus on silicon photonics technology
• Evaluation of recent patent activity and key granted and published patents
• Overview of sustainability trends and ESG developments, with emphasis on consumer attitudes, and the ESG scores and practices of leading companies
• Analysis of the industry structure, including companies' market shares and rankings, strategic alliances, M&A activity and a venture funding outlook
• Profiles of leading companies, including Infinera Corp., Intel Corp., Cisco Systems Inc., Coherent Corp., and Ciena Corp.

Table of Contents

Chapter 1 Executive Summary

• Market Outlook
• Scope of the Report
• Market Summary
• Market Dynamics and Growth Factors
• Emerging Technologies
• Segmental Analysis
• Regional Analysis
• Conclusion

Chapter 2 Market Overview

• Overview
• Outlook
• Macroeconomic Factors Analysis
• Impact of the U.S.-China Trade War
• Value Chain Analysis
• Porter's Five Forces Analysis

Chapter 3 Market Dynamics

• Key Takeaways
• Market Drivers
• Rising Demand for High-Speed Data Transmission and Processing
• Increasing Emphasis on Enhanced Energy Efficiency and Sustainability
• Expanding Requirements for Device Miniaturization and Compact Solutions
• Market Restraints
• Significant Initial Investment Requirements
• Complex Manufacturing Processes
• Market Opportunities
• Advances Through Sustainability Initiatives
• Increasing Deployment of 5G Networks
• Enhancing Capabilities with the Integration of AI and ML

Chapter 4 Regulatory Landscape

• Overview
• Regulatory Scenario of PICs by Country

Chapter 5 Emerging Technologies and Patent Analysis

• Overview
• Emerging Technologies
• Silicon Photonics
• Quantum PICs
• III-V Semiconductor Heterogeneous Integration
• Neuromorphic Photonic Circuits
• Patent Analysis
• Regional Patterns
• Recent Patent Grants
• Key Findings

Chapter 6 Market Segmentation Analysis

• Segmentation Breakdown
• Market Breakdown by Component
• Key Takeaways
• Transceivers
• Lasers
• Modulators
• Detectors
• MUX/DEMUX
• Optical Amplifiers
• Others
• Market Breakdown by Integration Type
• Key Takeaways
• Monolithic Integration
• Hybrid Integration
• Market Breakdown by Raw Material
• Key Takeaways
• Indium Phosphide
• Gallium Arsenide
• Silicon
• Silica-on-Silicon
• Lithium Niobate
• Others
• Market Breakdown by Application
• Key Takeaways
• Optical Communications
• Sensing
• Biophotonics
• Optical Signal Processing
• Geographic Breakdown
• Market Breakdown by Region
• Key Takeaways
• North America
• Europe
• Asia-Pacific
• Rest of the World

Chapter 7 Competitive Landscape

• Key Takeaways
• Market Ecosystem Analysis
• Material Suppliers
• PICs Manufacturers
• Original Equipment Manufacturers (OEMs)
• Leading Competitors' Market Ranking Analysis
• Infinera Corp.
• Intel Corp.
• Cisco Systems Inc.
• Coherent Corp.
• Ciena Corp.
• Strategic Recommendations

Chapter 8 Sustainability in the Global PICs Market: An ESG Perspective

• Key Takeaways
• ESG Overview
• Environmental Impact
• Social Impact
• Governance Impact
• Status of ESG in the PICs Market
• Concluding Remarks from BCC

Chapter 9 Appendix

• Research Methodology
• References
• Abbreviations
• Company Profiles
• AYAR LABS
• BROADEX TECHNOLOGIES
• CIENA CORP.
• CISCO SYSTEMS INC.
• COHERENT CORP.
• EFFECT PHOTONICS
• EMCORE CORP.
• INFINERA CORP.
• INTEL CORP.
• LUMENTUM OPERATIONS LLC.
• POET TECHNOLOGIES INC.
• POLARITON TECHNOLOGIES AG
• SCINTIL PHOTONICS
• SOURCE PHOTONICS
• SUMITOMO ELECTRIC INDUSTRIES LTD.