薄膜LNの世界市場規模、機会分析&予測 2024-2031年

Global LN Thin Film Market Size, Industry Dynamics, Opportunity Analysis and Forecast for 2023–2031.

世界の薄膜LN市場 : 製品タイプ (変調器、光スイッチ、絶縁体など)、タイプ (X カット、Y カット、Z カット)、厚さ (500nm 未満、500nm ~ 1000nm、1000nm 以上)、および用途 (データセンター) 、長距離データ伝送、基地局など): 地域別 - 市場規模、業界のダイナミクス、機会分析および予測 2024-2031年
Global LN Thin Film Market, By Product Type (Modulator, Optical Switches, Insulator and Others), By Type (X- Cut, Y- Cut and Z- Cut), By Thickness (Less Than 500nm, 500nm - 1000nm and More Than 1000nm) and By Application (Data Centers, Long-Distance Data Transmission, Base Stations and Others): By Region— Market Size, Industry Dynamics, Opportunity Analysis and Forecast for 2023–2031.
出版社Astute Analytica
出版年月2024年8月
ページ数195
価格タイプシングルユーザライセンス
価格USD 4,250
種別英文調査報告書

Market Introduction:

The Global LN Thin Film Market is experiencing robust expansion, valued at US$ 0.21 Billion in 2023 and projected to grow at a CAGR of 6.97% from 2023 to 2031.

世界の薄膜LN市場は堅調な拡大を経験しており、2023年には2.1億米ドルと評価され、2023年から2031年にかけて6.97%のCAGRで成長すると予測されています。

The Global lithium niobate (LN) thin film market is experiencing significant growth, driven by its expanding applications across telecommunications, photonics, and quantum computing. Lithium niobate is a versatile material known for its excellent electro-optic, piezoelectric, and nonlinear optical properties, making it a critical component in high-frequency and high-speed optical devices. The demand for LN thin films is particularly strong in the telecommunications sector, where they are used in modulators, waveguides, and other optoelectronic devices. Additionally, advancements in integrated photonics and the increasing adoption of 5G technology are propelling the market forward. The market is also benefiting from research and development efforts aimed at improving the performance and scalability of LN thin films, leading to enhanced device efficiency and miniaturization. Regionally, Asia-Pacific is emerging as a key player due to its robust electronics manufacturing industry and increasing investments in photonics research. North America and Europe are also important markets, driven by innovation in telecommunications and quantum technologies. Overall, the Global LN thin film market is poised for substantial growth, with ongoing technological advancements and expanding applications across various high-tech industries.

Growth Influencers:
The increasing adoption of lithium niobate (LN) modulators is significantly advancing their application across a range of fields, including communication, digital and analog signal processing, and optical computing. In the aerospace and defense sectors, LN modulators are particularly valuable for enhancing spacecraft connectivity, supporting wireless networking devices, and improving advanced radar systems. They play a crucial role in tracking unmanned aircraft and vessels through sophisticated radar detection systems, which are essential for modern defense strategies. This demand is further driven by rising defense expenditures, such as China’s notable 7.2% increase in its defense budget for 2023-2024, reaching approximately USD 225 billion. In telecommunications and IT, LN thin films, especially modulators, are pivotal in the deployment of advanced technologies like 5G networks. They enable superior switching techniques and the development of intelligent network architectures capable of adapting to fluctuating traffic patterns. The market is also buoyed by strategic product launches from key industry players. For example, Fujitsu Optical Components Limited’s launch of a compact thin-film LN modulator in April 2021 demonstrates ongoing innovation. This combination of rising defense budgets, technological advancements in communications, and proactive product development is driving significant growth in the LN thin film market, underscoring its crucial role in future technological advancements.

Segment Overview:

The Global LN Thin Film market is categorized based on Product Type, Type, Thickness and Application.
• By Product Type
o Modulator
o Optical Switches
o Insulator
o Others

• By Type
o X- Cut
o Y- Cut
o Z- Cut

• By Thickness
o Less Than 500nm
o 500nm – 1000nm
o More Than 1000nm

• By Application
o Data Centers
o Long-Distance Data Transmission
o Base Stations
o Others

The lithium niobate (LN) thin film market is segmented into Z-type, Y-type, and X-type films. As of 2023, Z-type films dominate the market by holding 63.1% of share and are expected to grow at the fastest compound annual growth rate (CAGR) during the forecast period. Z-type films support both extraordinary and ordinary optical modes, which contributes to their leading market position due to their diverse modulation efficiencies. Although Z-type films are predominant, X-type films also show strong growth potential. The widespread adoption of LN thin films across multiple industries is driving market expansion. Key global players are enhancing growth by launching new products, increasing research and development (R&D) investments, and building robust engineering teams. These strategic initiatives are anticipated to further accelerate the segment’s growth in the coming years.

In the LN thin film market, LN modulators lead in market share by 42.8% and are projected to grow at the fastest CAGR. These modulators are crucial for telecommunications, optical computing, and signal processing applications. The expansion of 5G networks, heightened defense spending, and the shift toward digitalization are key factors driving this growth. Additionally, the rise of Industry 4.0 and the growing adoption of smart electronic devices, driven by increasing disposable incomes, support the segment’s expansion. LN optical switches also hold a significant market share due to their use in commercial and military applications. For instance, G&H’s LN Q switches are used in range finding, target designation, and ophthalmic surgeries, illustrating the diverse applications of LN products.
The LN thin film market is categorized by thickness into less than 500 nm, 500 nm-1000 nm, and more than 1000 nm. In 2023, the 500-1000 nm segment led with a 51.8% market share and is expected to exhibit the fastest growth during the forecast period. Films with thicknesses of less than 500 nm are also projected to experience significant growth. This is driven by the increasing use of LN thin strips

in modulators and optical switches across various sectors, including IT, defense, telecommunications, and electronics. The growing demand for smart electronic devices and rising disposable incomes are anticipated to further drive growth in this segment.
The LN thin film market is divided into applications such as data centers, long-distance transmission, base stations, and others. Base stations held the largest market share at 39.1%, but the data center segment is expected to grow at the fastest CAGR. This growth is fueled by substantial investments from key players and governments to enhance IT infrastructure. The proliferation of 5G networks and advancements in telecommunications technologies are also contributing to the expansion of this segment. The demand for faster data transfer and intelligent network architectures is driving telecommunications companies to adopt advanced devices, thereby boosting market growth.

Regional Overview:
Based on Region, the market is divided into North America, Europe, Asia Pacific, Middle East and Africa and South America.
• North America
o The U.S.
o Canada
o Mexico

• Europe
o Western Europe
 The UK
 Germany
 France
 Italy
 Spain
 Rest of Western Europe
o Eastern Europe
 Poland
 Russia
 Rest of Eastern Europe

• Asia Pacific
o China
o India
o Japan
o Australia & New Zealand
o South Korea
o ASEAN
o Rest of Asia Pacific

• Middle East & Africa (MEA)
o Saudi Arabia
o South Africa
o UAE
o Rest of MEA

• South America
o Argentina
o Brazil
o Rest of South America

In 2023, Asia Pacific led the market growth and is projected to continue with the fastest CAGR over the forecast period. This growth is driven by the presence of major and local players in the region, alongside continuous advancements in telecommunications, AI, 5G, and the Internet of Things (IoT). These developments have spurred a rise in data centers, with key markets located in China, Japan, India, Australia, and Singapore. Europe is also expected to experience significant growth, fueled by advancements in IT infrastructure and increased defense spending. The ongoing Russia-Ukraine conflict has further accelerated the adoption of advanced military technologies, boosting the market in Europe. Overall, both regions are set to benefit from their respective advancements in technology and defense, driving robust growth in the LN thin film market.

Competitive Landscape:
The Global LN Thin Film market is characterized by a vigorous competitive landscape, with prominent entities Xiamen Powerway, Advanced Material Co., Ltd, Hangzhou Shalom Electro-optics Technology Co., Ltd. and Jinan Jingzheng Electronics Co., Ltd(Nanoln) at the forefront, collectively accounting for 30-50% of the overall market share. This competitive milieu is fueled by their intensive efforts in research and development as well as strategic partnerships and collaborations, underscoring their commitment to solidifying market presence and diversifying their offerings. The primary competitive factors include pricing, product caliber, and technological innovation. As the Global LN Thin Film industry continues to expand, the competitive fervor among these key players is anticipated to intensify. The impetus for ongoing innovation and alignment with evolving customer preferences and stringent regulations is high. The industry’s fluidity anticipates an uptick in novel innovations and strategic growth tactics from these leading corporations, which in turn propels the sector’s comprehensive growth and transformation.

Report Insights:
• The Global LN Thin Film Market is projected to reach USD 0.35 billion by 2031, growing at a CAGR of 6.97%.
• The market is expected to see increased competition, driven by innovations and strategic growth from leading companies.
• North America, Europe, and Asia Pacific are key regions in the global LN thin film market.
• Key players like Xiamen Powerway and Hangzhou Shalom Electro-optics Technology Co., Ltd. hold 30-50% of the market share.

Questions to be Answered:
• What is the estimated growth rate of the Global LN Thin Film market?
• What are the key drivers and potential restraints?
• Which market segments are expected to witness significant growth?
• Who are the leading players in the market?

Executive Summary:
The Global Lithium Niobate (LN) Thin Film Market is poised for substantial growth, expected to reach USD 0.35 billion by 2031 with a CAGR of 6.97%. In 2023, the market was valued at USD 0.21 billion, driven by LN thin films’ crucial role in high-frequency and high-speed optical devices across telecommunications, photonics, and quantum computing. These films are prized for their superior electro-optic, piezoelectric, and nonlinear optical properties, essential for advancements in 5G technology, integrated photonics, and digital signal processing. Asia-Pacific is leading the growth due to its strong electronics manufacturing base and increasing investments in AI, 5G, and IoT, significantly boosting data center expansion. Europe is also experiencing robust growth, supported by IT infrastructure developments and rising defense expenditures, exacerbated by the Russia-Ukraine conflict. North America remains a key player with its focus on telecommunications and quantum technologies. Market segments such as LN modulators and Z-type films are notably prominent. Competitive dynamics are intense, with major players like Xiamen Powerway and Hangzhou Shalom Electro-optics Technology Co., Ltd. driving innovation and strategic growth, positioning the market for continued advancement.

Table of Contents

Chapter 1.            Research Framework

1.1.        Research Objective

1.2.        Product Overview

1.3.        Market Segmentation

Chapter 2.            Research Methodology

2.1.        Qualitative Research

2.1.1.     Primary & Secondary Sources

2.2.        Quantitative Research

2.2.1.     Primary & Secondary Sources

2.3.        Breakdown of Primary Research Respondents, By Region

2.4.        Assumption for the Study

2.5.        Market Size Estimation

2.6.        Data Triangulation

Chapter 3.            Executive Summary: Global LN Thin Film Market

Chapter 4.            Global LN Thin Film Market Overview

4.1.        Industry Value Chain Analysis

4.1.1.     Raw Material Provider

4.1.2.     Manufacturer

4.1.3.     Distributor

4.1.4.     End User

4.2.        Industry Outlook

4.2.3.     Advantages of using ln thin film on modulators

4.3.        PESTLE Analysis

4.4.        Porter’s Five Forces Analysis

4.4.1.     Bargaining Power of Suppliers

4.4.2.     Bargaining Power of Buyers

4.4.3.     Threat of Substitutes

4.4.4.     Threat of New Entrants

4.4.5.     Degree of Competition

4.5.        Market Dynamics and Trends – LN Thin Film

4.5.1.     Growth Drivers

4.5.2.     Restraints

4.5.3.     Challenges

4.5.4.     Key Trends

4.6.        Covid-19 Impact Assessment on Market Growth Trend

4.7.        Market Growth and Outlook

4.7.1.     Market Revenue Estimates and Forecast (US$ Mn), 2018 – 2031

4.7.2.     Market Volume Estimates and Forecast (000′ Units), 2018 – 2031

4.7.3.     Price Trend Analysis, By Product Type

4.8.        Competition Dashboard

4.8.1.     Market Concentration Rate

4.8.2.     Company Market Share Analysis (Value %), 2022

4.8.3.     Competitor Mapping

Chapter 5.            Global LN Thin Film Market Analysis, By Product Type

5.1.        Key Insights

5.2.        Market Size and Forecast, 2018 – 2031 (US$ Mn and Units)

5.2.1.     Modulator

5.2.2.     Optical Switches

5.2.3.     Insulator

5.2.4.     Others

Chapter 6.            Global LN Thin Film Market Analysis, By Type

6.1.        Key Insights

6.2.        Market Size and Forecast, 2018 – 2031 (US$ Mn and Units)

6.2.1.     X- Cut

6.2.2.     Y- Cut

6.2.3.     Z- Cut

Chapter 7.            Global LN Thin Film Market Analysis, By Thickness

7.1.        Key Insights

7.2.        Market Size and Forecast, 2018 – 2031 (US$ Mn and Units)

7.2.1.     Less Than 500nm

7.2.2.     500nm – 1000nm

7.2.3.     More Than 1000nm

Chapter 8.            Global LN Thin Film Market Analysis, By Application

8.1.        Key Insights

8.2.        Market Size and Forecast, 2018 – 2031 (US$ Mn and Units)

8.2.1.     Data Centers

8.2.2.     Long-Distance Data Transmission

8.2.3.     Base Stations

8.2.4.     Others

Chapter 9.            Global LN Thin Film Market Analysis, By Region

9.1.        Key Insights

9.2.        Market Size and Forecast, 2018 – 2031 (US$ Mn and Units)

9.2.1.     North America

9.2.1.1.  The U.S.

9.2.1.2.  Canada

9.2.1.3.  Mexico

9.2.2.     Europe

9.2.2.1.  Western Europe

9.2.2.1.1.             The UK

9.2.2.1.2.             Germany

9.2.2.1.3.             France

9.2.2.1.4.             Italy

9.2.2.1.5.             Spain

9.2.2.1.6.             Rest of Western Europe

9.2.2.2.  Eastern Europe

9.2.2.2.1.             Poland

9.2.2.2.2.             Russia

9.2.2.2.3.             Rest of Eastern Europe

9.2.3.     Asia Pacific

9.2.3.1.  China

9.2.3.2.  India

9.2.3.3.  Japan

9.2.3.4.  South Korea

9.2.3.5.  Australia & New Zealand

9.2.3.6.  ASEAN

9.2.3.7.  Rest of Asia Pacific

9.2.4.     Middle East & Africa

9.2.4.1.  UAE

9.2.4.2.  Saudi Arabia

9.2.4.3.  South Africa

9.2.4.4.  Rest of MEA

9.2.5.     South America

9.2.5.1.  Argentina

9.2.5.2.  Brazil

9.2.5.3.  Rest of South America

Chapter 10.          North America LN Thin Film Market Analysis

10.1.      Key Insights

10.2.      Market Size and Forecast, 2018 – 2031 (US$ Mn and Units)

10.2.1.   By Product Type

10.2.2.   By Type

10.2.3.   By Thickness

10.2.4.   By Application

10.2.5.   By Country

Chapter 11.          Europe LN Thin Film Market Analysis

11.1.      Key Insights

11.2.      Market Size and Forecast, 2018 – 2031 (US$ Mn and Units)

11.2.1.   By Product Type

11.2.2.   By Type

11.2.3.   By Thickness

11.2.4.   By Application

11.2.5.   By Country

Chapter 12.          Asia Pacific LN Thin Film Market Analysis

12.1.      Key Insights

12.2.      Market Size and Forecast, 2018 – 2031 (US$ Mn and Units)

12.2.1.   By Product Type

12.2.2.   By Type

12.2.3.   By Thickness

12.2.4.   By Application

12.2.5.   By Country

Chapter 13.          Middle East & Africa LN Thin Film Market Analysis

13.1.      Key Insights

13.2.      Market Size and Forecast, 2018 – 2031 (US$ Mn and Units)

13.2.1.   By Product Type

13.2.2.   By Type

13.2.3.   By Thickness

13.2.4.   By Application

13.2.5.   By Country

Chapter 14.          South America LN Thin Film Market Analysis

14.1.      Key Insights

14.2.      Market Size and Forecast, 2018 – 2031 (US$ Mn and Units)

14.2.1.   By Product Type

14.2.2.   By Type

14.2.3.   By Thickness

14.2.4.   By Application

14.2.5.   By Country

Chapter 15.          Company Profile (Company Overview, Financial Matrix, Key Product landscape, Key Personnel, Key Competitors, Contact Address, and Business Strategy Outlook)

15.1.      Hangzhou Shalom Electro-optics Technology Co., Ltd.

15.2.      Inno Semiconductor Technology

15.3.      NANOLN (Jinan Jingzheng Electronics Co., Ltd.)

15.4.      Partow Technologies LLC

15.5.      Xiamen Powerway Advanced Material Co., Ltd (PAM-Xiamen)

15.6.      Other Prominent Players