광섬유 부품 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, fiber optic component market size in 2026 is estimated at USD 38.81 billion, growing from 2025 value of USD 35.42 billion with 2031 projections showing USD 61.24 billion, growing at 9.56% CAGR over 2026-2031.

This report is Segmented by Type (Cables, Amplifiers, Splitters, Active Optical Cables, Splitters, Connectors, Transceivers, and Others), Application (Distributed Sensing, Communications, Analytical and Medical Equipment, and Lighting), End-User (Telecom Operators, Hyperscale and Enterprise Data Centers, Industrial and Energy, Healthcare and Life-Sciences, and Defense and Aerospace), and Geography.

Global Fiber Optic Component Market Trends and Insights

Hyperscale-data-center fiber refresh wave

Surging generative-AI training clusters require far denser optical interconnects than legacy cloud nodes. Corning reported a 46% year-over-year jump in optical-communications revenue to USD 1.36 billion during Q1 2025, underpinned by a multi-year supply agreement that reserves 10% of its global fiber output for a single data-center operator. Optical transceiver shipments exceeded USD 3 billion in Q2 2024, marking the strongest sequential revenue performance since 2019. Equipment vendors are redesigning leaf-and-spine architectures around 800 G and 1.6 T optics, which requires higher-grade bend-insensitive fiber inside cable trays. These shifts elevate demand for low-loss fiber types and advance orders for co-packaged optics. The broad refresh cycle increases visibility for component suppliers over a multi-year horizon.

5G fronthaul and backhaul densification

Wide-scale standalone 5G rollouts multiply fiber counts from radio head to baseband unit. Thailand's Village Broadband Internet initiative extended fiber to 24,700 remote communities by March 2025. Malaysia's national broadband project, valued at MYR 21 billion (USD 4.4 billion), upgraded 60% of premises to fiber as of December 2024. Sumitomo Electric's 0.07-millisecond converter improves the time-synchronization precision needed for fronthaul coordination. Prysmian's latest ultra-high-density ribbon cables help operators push more fibers into constrained ducts Prysmian Group. These deployments transform network topologies toward distributed architectures, lifting demand for connectors, closures, and low-latency cables.

Shortage of indium-phosphide and gallium-arsenide epi-capacity

China's export restriction on gallium and germanium in 2023 lifted spot prices by 250% and 75%, respectively. The U.S. Geological Survey calculated a potential USD 3.4 billion GDP hit if bans become absolute. Coherent's new six-inch indium-phosphide wafer line in Texas promises 60% cost reduction once fully ramped, quadrupling die output per wafer. Fraunhofer ISE's InP-on-GaAs substrates lower wafer costs by 80% and enable eight-inch pilot runs. Even so, tooling cycles limit near-term relief, forcing contract manufacturers to prioritize high-margin transceiver customers and extend delivery windows on lower-speed parts.

Other drivers and restraints analyzed in the detailed report include:

1. AI/ML optics accelerating PAM4 and co-packaged integration
2. Rapid FTTH expansion in emerging markets
3. Geopolitical export controls are fragmenting global supply chains

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Optical cables retained a 40.62% share of the fiber optic component market in 2025, driven by entrenched deployments in metro and long-haul backbones. The fiber optic component market size for this segment reached USD 14.39 billion, reflecting the dominance of passive cable spending in large state-funded rollouts. However, active optical cables post an 10.97% CAGR to 2031 as hyperscale operators migrate to fully integrated, pluggable links inside server racks. Demand for amplifiers and splitters remains tied to point-to-point upgrades on existing routes, particularly where governments finance rural reach projects.

Adoption of co-packaged optics turns active cables into short-reach engines of bandwidth scaling. Corning introduced Gen-AI fiber assemblies with integrated power-optimized connectors aimed at 102.4 T switch enclosures. Transceiver makers bundle digital signal processors with photonic dies, shrinking footprint while lifting energy efficiency. The active segment thereby captures incremental share by substituting traditional trunks at datacom distances below 100 meters. Suppliers that couple glass-drawing expertise with module integration stand to gain follow-on design wins.

Complete Report Scope:

• By Type
  • Cables
  • Amplifiers
  • Active Optical Cables
  • Splitters
  • Connectors
  • Transceivers
  • Others
• By Application
  • Distributed Sensing
  • Communications
  • Analytical and Medical Equipment
  • Lighting
• By End-user
  • Telecom Operators
  • Hyperscale and Enterprise Data Centers
  • Industrial and Energy
  • Healthcare and Life-Sciences
  • Defense and Aerospace
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Russia
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • Rest of Asia-Pacific
  • Middle East and Africa
    • United Arab Emirated
    • Saudi Arabia
    • South Africa
    • Nigeria
    • Rest of Middle East and Africa

Geography Analysis

Asia Pacific held 38.74% of the fiber optic component market in 2025 and is growing at 10.44% CAGR. China's 50 G passive optical network rollout and 10-gigabit city program create step-function increases in optical-line-terminal capacity. Japan's National Institute of Information and Communications Technology demonstrated 1.02 Pbit/s transmission across 1,808 kilometers, proving that existing terrestrial fiber can meet long-haul AI traffic. Government subsidies ensure that emerging economies such as India and the Philippines fund last-mile fiber, sustaining baseline demand even during macro-slowdowns.

North America is the second-largest regional contributor, buoyed by hyperscale campus expansions in Virginia's data-center corridor and Oregon's renewable-powered server farms. The U.S. Broadband Equity, Access, and Deployment (BEAD) program allocates USD 42.45 billion for unserved areas, mandating fiber where feasible. Quantum-network testbeds in Boston and Chicago validate ultra-secure key distribution over installed dark fiber, catalysing new categories of ultra-low-loss cabling.

Europe emphasizes industrial automation and quantum-safe government links. Germany recorded quantum communications over existing Deutsche Telekom fiber spanning 76 kilometers without repeaters. The UK taskforce achieved 410-kilometer quantum-secure video transmission in April 2025. Southern European utility firms invest in fiber-based SCADA upgrades, while the Nordics leverage abundant hydropower to attract AI clusters, thereby drawing co-packaged optics demand. Latin America and the Middle East & Africa remain smaller today but log double-digit growth as undersea cable landings and data-center incentives proliferate.

1. Lumentum Holdings Inc.
2. Broadcom Inc.
3. Coherent Corp. (II-VI)
4. Sumitomo Electric Industries Ltd.
5. Accelink Technologies
6. Fujitsu Optical Components
7. Source Photonics
8. NeoPhotonics (Cisco)
9. O-Net Technologies
10. Corning Incorporated
11. Prysmian Group
12. Sterlite Technologies
13. Hisense Broadband
14. Innolight Technology
15. EMCORE Corporation
16. Reflex Photonics
17. FiberHome Telecommunication
18. Huawei Technologies
19. Mwtechnologies LDA
20. OptiEnz Sensors

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Hyperscale-data-center fibre refresh wave
  • 4.2.2 5G fronthaul/backhaul densification
  • 4.2.3 AI/ML optics Greater than 800 Gb accelerating PAM4/Co-Packaged Optics
  • 4.2.4 Rapid FTTH rollout in emerging APAC and Africa
  • 4.2.5 Government-funded rural broadband programs (US, EU)
  • 4.2.6 Quantum-safe network pilots demanding ultra-low-loss fibre
• 4.3 Market Restraints
  • 4.3.1 Shortage of indium-phosphide and gallium-arsenide epi-capacity
  • 4.3.2 Geopolitical export controls on advanced photonics to China
  • 4.3.3 Cyber-physical vandalism risk on long-haul fibre routes
  • 4.3.4 Growing adoption of hollow-core fibre as substitute
• 4.4 Value/Supply-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Buyers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Type
  • 5.1.1 Cables
  • 5.1.2 Amplifiers
  • 5.1.3 Active Optical Cables
  • 5.1.4 Splitters
  • 5.1.5 Connectors
  • 5.1.6 Transceivers
  • 5.1.7 Others
• 5.2 By Application
  • 5.2.1 Distributed Sensing
  • 5.2.2 Communications
  • 5.2.3 Analytical and Medical Equipment
  • 5.2.4 Lighting
• 5.3 By End-user
  • 5.3.1 Telecom Operators
  • 5.3.2 Hyperscale and Enterprise Data Centers
  • 5.3.3 Industrial and Energy
  • 5.3.4 Healthcare and Life-Sciences
  • 5.3.5 Defense and Aerospace
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 South America
    • 5.4.2.1 Brazil
    • 5.4.2.2 Argentina
    • 5.4.2.3 Rest of South America
  • 5.4.3 Europe
    • 5.4.3.1 Germany
    • 5.4.3.2 United Kingdom
    • 5.4.3.3 France
    • 5.4.3.4 Russia
    • 5.4.3.5 Rest of Europe
  • 5.4.4 Asia-Pacific
    • 5.4.4.1 China
    • 5.4.4.2 Japan
    • 5.4.4.3 India
    • 5.4.4.4 South Korea
    • 5.4.4.5 Rest of Asia-Pacific
  • 5.4.5 Middle East and Africa
    • 5.4.5.1 United Arab Emirated
    • 5.4.5.2 Saudi Arabia
    • 5.4.5.3 South Africa
    • 5.4.5.4 Nigeria
    • 5.4.5.5 Rest of Middle East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share for key companies, Products and Services, and Recent Developments)
  • 6.4.1 Lumentum Holdings Inc.
  • 6.4.2 Broadcom Inc.
  • 6.4.3 Coherent Corp. (II-VI)
  • 6.4.4 Sumitomo Electric Industries Ltd.
  • 6.4.5 Accelink Technologies
  • 6.4.6 Fujitsu Optical Components
  • 6.4.7 Source Photonics
  • 6.4.8 NeoPhotonics (Cisco)
  • 6.4.9 O-Net Technologies
  • 6.4.10 Corning Incorporated
  • 6.4.11 Prysmian Group
  • 6.4.12 Sterlite Technologies
  • 6.4.13 Hisense Broadband
  • 6.4.14 Innolight Technology
  • 6.4.15 EMCORE Corporation
  • 6.4.16 Reflex Photonics
  • 6.4.17 FiberHome Telecommunication
  • 6.4.18 Huawei Technologies
  • 6.4.19 Mwtechnologies LDA
  • 6.4.20 OptiEnz Sensors

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-space and Unmet-need Assessment