수동광부품 시장 예측(-2030년) : 부품 유형, 재료 유형, 용도, 최종사용자, 지역별 세계 분석

According to Stratistics MRC, the Global Passive Optical Components Market is accounted for $57.9 billion in 2024 and is expected to reach $120.1 billion by 2030 growing at a CAGR of 12.9% during the forecast period. Passive light components are devices that change light without requiring an external power source. It is used in optical systems to guide, filter, reflect, or refract light signals. Typical examples include mirrors, lenses, light-splitting materials, optical fibers, and waveguides. These features are central to applications as diverse as telecommunications and fiber-optic networks. Their passive nature means that they require no electricity to operate, making them reliable and efficient in processing visual signals.

According to the International Telecommunication Union (ITU), the global number of internet users reached 5.02 billion in 2023.

Market Dynamics:

Driver:

Growth of data centers and cloud computing

The growth of data centers and cloud computing is a major driver for the passive optical components market. As businesses increasingly rely on cloud services and data storage, there is a heightened demand for high-speed, reliable data transmission. Passive optical components are essential in these infrastructures, providing efficient data transfer with minimal power consumption. This trend is further accelerated by the expansion of 5G networks, which require robust optical backhaul solutions to support increased data traffic and connectivity demands.

Restraint:

High costs of installation and maintenance

Deploying fiber optic networks involves substantial capital investment due to the need for specialized equipment and skilled labor. Maintenance can also be costly, as it requires ongoing technical support to ensure network reliability. These financial barriers can deter smaller companies from adopting passive optical technologies, limiting market penetration.

Opportunity:

Increased investments in optical networks

Increased investments in optical networks offer a significant opportunity for the passive optical components market. As global demand for high-speed internet and data services grows, governments and private enterprises are investing heavily in upgrading telecommunications infrastructure. These investments focus on expanding fiber optic networks to enhance connectivity and support emerging technologies like IoT and smart cities. This creates a fertile ground for the adoption of passive optical components, which are integral to building scalable, future-proof network solutions.

Threat:

Security vulnerabilities

Security vulnerabilities pose a notable threat to the passive optical components market. As these systems become more integrated with digital technologies, they are increasingly susceptible to cyberattacks, such as denial-of-service (DoS) attacks on passive optical networks (PONs). These vulnerabilities can disrupt service delivery and compromise sensitive data, leading to financial losses and reputational damage.

Covid-19 Impact:

The Covid-19 pandemic significantly impacted the passive optical components market by accelerating the shift towards remote work and digital communication. This increased demand for high-speed internet services drove investments in optical network infrastructure. However, the pandemic also caused supply chain disruptions and project delays, affecting market growth. Despite these challenges, the reliance on digital connectivity during lockdowns underscored the importance of robust optical networks, supporting long-term market resilience and recovery.

The telecommunications segment is expected to be the largest during the forecast period

Over the forecasted timeframe, the telecommunications segment is anticipated to dominate the market share due to its critical role in enabling high-speed data transmission across vast networks. The proliferation of mobile devices and streaming services drives demand for enhanced bandwidth capabilities, which passive optical components provide efficiently. As telecom operators expand their fiber optic infrastructure to meet growing consumer needs, this segment continues to be a cornerstone of market expansion.

The polymer segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the polymer segment is predicted to witness the highest growth rate due to its lightweight properties and cost-effectiveness compared to traditional materials like glass. Polymers offer flexibility in design and ease of installation, making them attractive for various applications in telecommunications and data centers. As technological advancements improve their performance characteristics, polymer-based components are increasingly adopted in next-generation optical networks.

Region with largest share:

Over the forecast period, the North America region is anticipated to hold the largest market share due to its advanced telecommunication infrastructure and early adoption of fiber optic technologies. The presence of leading technology companies investing in network upgrades further supports regional dominance. Additionally, government initiatives promoting broadband access drive demand for passive optical components across various sectors.

Region with highest CAGR:

During the forecast period, the Asia Pacific region is anticipated to register the highest CAGR due to rapid urbanization and increasing investments in broadband infrastructure. Countries like China and India are expanding their fiber optic networks to support smart city projects and growing internet usage. This regional focus on enhancing digital connectivity positions Asia Pacific as a key growth area for passive optical components.

Key players in the market

Some of the key players in Passive Optical Components Market include Huawei Technologies Co., Ltd., ZTE Corporation, Corning Incorporated, Broadcom Inc., Adtran, Inc., Ericsson, Motorola Solutions, Tellabs, Calix, Inc., Mitsubishi Electric Corporation, Marvell Technology Group, Alcatel-Lucent, Alliance Fiber Optic Products, Finisar Corporation, Microchip Technology Inc., Ikanos Communications, Macom Technology Solutions and PMC-Sierra.

Key Developments:

In November 2024, Adtran announced its strategic collaboration with Sonic Fiber Internet to bring 50Gbit/s passive optical network (50G PON) connectivity to California. The partnership is a proactive step to ensure Sonic continues to deliver ultra-fast broadband services that meet the growing demand for higher capacity and faster speeds across the US.

In November 2024, POET Technologies, a designer and developer of the Optical Interposer, Photonic Integrated Circuits (PICs) and light sources for communication and AI markets, has announced that it has entered into collaboration with Mitsubishi Electric. The collaboration aims to co-develop integrated optical engine chipsets for 3.2T pluggable transceivers, an increasingly important product for optical connectivity in the rapidly growing artificial intelligence networking market. POET and Mitsubishi Electric will jointly support product demonstrations with major customers.

In December 2023, Marvell Technology, Inc., a leader in data infrastructure semiconductor solutions, has delivered two optical PAM4 digital signal processors (optical DSPs) to enable cloud operators to serve the exploding demand for AI, accelerated computing and cloud services by optimizing the performance, bandwidth and efficiency of the optical links connecting data infrastructure.

Component Types Covered:

• Signal Transmission Components
• Signal Distribution Components
• Signal Processing Components

Material Types Covered:

• Glass
• Polymer

Applications Covered:

• Network Infrastructure
• Specialized Applications

End Users Covered:

• Service Providers
• Enterprise
• Industrial
• Healthcare

Regions Covered:

• North America
  • US
  • Canada
  • Mexico
• Europe
  • Germany
  • UK
  • Italy
  • France
  • Spain
  • Rest of Europe
• Asia Pacific
  • Japan
  • China
  • India
  • Australia
  • New Zealand
  • South Korea
  • Rest of Asia Pacific
• South America
  • Argentina
  • Brazil
  • Chile
  • Rest of South America
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • Qatar
  • South Africa
  • Rest of Middle East & Africa

What our report offers:

• Market share assessments for the regional and country-level segments
• Strategic recommendations for the new entrants
• Covers Market data for the years 2022, 2023, 2024, 2026, and 2030
• Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
• Strategic recommendations in key business segments based on the market estimations
• Competitive landscaping mapping the key common trends
• Company profiling with detailed strategies, financials, and recent developments
• Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

• Company Profiling
  • Comprehensive profiling of additional market players (up to 3)
  • SWOT Analysis of key players (up to 3)
• Regional Segmentation
  • Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
• Competitive Benchmarking
  • Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

Table of Contents

1 Executive Summary

2 Preface

• 2.1 Abstract
• 2.2 Stake Holders
• 2.3 Research Scope
• 2.4 Research Methodology
  • 2.4.1 Data Mining
  • 2.4.2 Data Analysis
  • 2.4.3 Data Validation
  • 2.4.4 Research Approach
• 2.5 Research Sources
  • 2.5.1 Primary Research Sources
  • 2.5.2 Secondary Research Sources
  • 2.5.3 Assumptions

3 Market Trend Analysis

• 3.1 Introduction
• 3.2 Drivers
• 3.3 Restraints
• 3.4 Opportunities
• 3.5 Threats
• 3.6 Application Analysis
• 3.7 End User Analysis
• 3.8 Emerging Markets
• 3.9 Impact of Covid-19

4 Porters Five Force Analysis

• 4.1 Bargaining power of suppliers
• 4.2 Bargaining power of buyers
• 4.3 Threat of substitutes
• 4.4 Threat of new entrants
• 4.5 Competitive rivalry

5 Global Passive Optical Components Market, By Component Type

• 5.1 Introduction
• 5.2 Signal Transmission Components
  • 5.2.1 Optical Fiber
  • 5.2.2 Optical Connectors
  • 5.2.3 Optical Cables
• 5.3 Signal Distribution Components
  • 5.3.1 Optical Couplers
  • 5.3.2 Optical Splitters
  • 5.3.3 Optical Isolators
  • 5.3.4 Optical Circulators
• 5.4 Signal Processing Components
  • 5.4.1 Wavelength Division Multiplexers (WDMs)
  • 5.4.2 Optical Filters
  • 5.4.3 Optical Attenuators

6 Global Passive Optical Components Market, By Material Type

• 6.1 Introduction
• 6.2 Glass
  • 6.2.1 Silica Glass
    • 6.2.1.1 Single-mode
    • 6.2.1.2 Multi-mode
  • 6.2.2 Specialty Glass
• 6.3 Polymer
  • 6.3.1 Polymethyl Methacrylate (PMMA)
  • 6.3.2 Polycarbonate
  • 6.3.3 Other Polymers

7 Global Passive Optical Components Market, By Application

• 7.1 Introduction
• 7.2 Network Infrastructure
  • 7.2.1 Telecommunications
    • 7.2.1.1 FTTx Networks
    • 7.2.1.2 Cable TV Networks
    • 7.2.1.3 5G Infrastructure
  • 7.2.2 Enterprise Networks
    • 7.2.2.1 Campus Networks
    • 7.2.2.2 Storage Networks
  • 7.2.3 Cloud & Data Centers
• 7.3 Specialized Applications
  • 9.3.1 Industrial Automation
  • 9.3.2 Sensor Networks
  • 9.3.3 IoT Networks

8 Global Passive Optical Components Market, By End User

• 8.1 Introduction
• 8.2 Service Providers
  • 8.2.1 Telecom Operators
  • 8.2.2 Internet Service Providers
  • 8.2.3 Cable Network Operators
• 8.3 Enterprise
  • 8.3.1 Data Centers
  • 8.3.2 Corporate Networks
• 8.4 Industrial
  • 8.4.1 Manufacturing
  • 8.4.3 Military & Defense
• 8.5 Healthcare

9 Global Passive Optical Components Market, By Geography

• 9.1 Introduction
• 9.2 North America
  • 9.2.1 US
  • 9.2.2 Canada
  • 9.2.3 Mexico
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 UK
  • 9.3.3 Italy
  • 9.3.4 France
  • 9.3.5 Spain
  • 9.3.6 Rest of Europe
• 9.4 Asia Pacific
  • 9.4.1 Japan
  • 9.4.2 China
  • 9.4.3 India
  • 9.4.4 Australia
  • 9.4.5 New Zealand
  • 9.4.6 South Korea
  • 9.4.7 Rest of Asia Pacific
• 9.5 South America
  • 9.5.1 Argentina
  • 9.5.2 Brazil
  • 9.5.3 Chile
  • 9.5.4 Rest of South America
• 9.6 Middle East & Africa
  • 9.6.1 Saudi Arabia
  • 9.6.2 UAE
  • 9.6.3 Qatar
  • 9.6.4 South Africa
  • 9.6.5 Rest of Middle East & Africa

10 Key Developments

• 10.1 Agreements, Partnerships, Collaborations and Joint Ventures
• 10.2 Acquisitions & Mergers
• 10.3 New Product Launch
• 10.4 Expansions
• 10.5 Other Key Strategies

11 Company Profiling

• 11.1 Huawei Technologies Co., Ltd.
• 11.2 ZTE Corporation
• 11.3 Corning Incorporated
• 11.4 Broadcom Inc.
• 11.5 Adtran, Inc.
• 11.6 Ericsson
• 11.7 Motorola Solutions
• 11.8 Tellabs
• 11.9 Calix, Inc.
• 11.10 Mitsubishi Electric Corporation
• 11.11 Marvell Technology Group
• 11.12 Alcatel-Lucent
• 11.13 Alliance Fiber Optic Products
• 11.14 Finisar Corporation
• 11.15 Microchip Technology Inc.
• 11.16 Ikanos Communications
• 11.17 Macom Technology Solutions
• 11.18 PMC-Sierra