フォトニック集積回路の世界市場:シリコンフォトニクス特集

Photonic Integrated Circuits: Global Markets with Special Focus on Silicon Photonics

フォトニック集積回路の世界市場:シリコンフォトニクス特集

商品番号 : SMB-75645

出版社BCC Research
出版年月2025年3月
ページ数142
価格タイプシングルユーザライセンス
価格USD 4,650
種別英文調査報告書

Report Highlights

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.

フォトニック集積回路 (PIC) の世界市場は、2024 年の 139 億ドルから 2029 年には 242 億ドルに達すると予想されており、2024 年から 2029 年にかけての年平均成長率 (CAGR) は 11.8% です。

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.

このレポートでは、コンポーネント、統合タイプ、原材料、アプリケーションにわたってフォトニック集積回路 (PIC) 市場を分析し、主要なトレンドと市場推進要因に関する洞察を提供します。この調査では、トランシーバー、レーザー、変調器、検出器、マルチプレクサ/デマルチプレクサ (MUX/DEMUX)、光増幅器などのコンポーネントに焦点を当て、光通信、センシング、バイオフォトニクス、光信号処理などのさまざまなアプリケーションでの採用状況を評価しています。

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 Synopsis

Report MetricsDetails
Base year considered2023
Forecast period considered2024-2029
Base year market size$12.5 Billion
Market size forecast$24.2 Billion
Growth rateCAGR of 11.8% from 2024 to 2029
Units considered$ Millions
Segments coveredBy Component, Integration Type, Raw Material, Application, and Region
Regions coveredNorth America, Europe, Asia-Pacific, and the Rest of World (Latin America and the Middle East and Africa)
Key Market Drivers
  • Rising demand for high-speed data transmission and processing.
  • Emphasis on enhanced energy efficiency and sustainability.
  • Expanding requirements for device miniaturization and compact solutions.
  • Advances through sustainability initiatives.
Companies studied
AYAR LABSBROADEX 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 PHOTONICSSOURCE PHOTONICS
SUMITOMO ELECTRIC INDUSTRIES LTD.

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.

List of Tables

Summary Table : Global Market for PICs, by Region, Through 2029

Table 1 : Porter’s Five Forces: Rating Scale

Table 2 : Regulatory Scenario of PICs, by Country

Table 3 : Published Patents on PICs, 2024 and 2025

Table 4 : Global Market for PICs, by Component, Through 2029

Table 5 : Global Market for Transceivers in PICs, by Region, Through 2029

Table 6 : Global Market for Lasers in PICs, by Region, Through 2029

Table 7 : Global Market for Modulators in PICs, by Region, Through 2029

Table 8 : Global Market for Detectors in PICs, by Region, Through 2029

Table 9 : Global Market for MUX/DEMUX in PICs, by Region, Through 2029

Table 10 : Global Market for Optical Amplifiers in PICs, by Region, Through 2029

Table 11 : Global Market for Other Components in PICs, by Region, Through 2029

Table 12 : Global Market for PICs, by Integration Type, Through 2029

Table 13 : Global Market for Monolithic Integration of PICs, by Region, Through 2029

Table 14 : Global Market for Hybrid Integration of PICs, by Region, Through 2029

Table 15 : Global Market for PICs, by Raw Material, Through 2029

Table 16 : Global Market for Indium Phosphide in PICs, by Region, Through 2029

Table 17 : Global Market for Gallium Arsenide in PICs, by Region, Through 2029

Table 18 : Global Market for Silicon in PICs, by Region, Through 2029

Table 19 : Global Market for Silica-on-Silicon in PICs, by Region, Through 2029

Table 20 : Global Market for Lithium Niobate in PICs, by Region, Through 2029

Table 21 : Global Market for Other Raw Materials in PICs, by Region, Through 2029

Table 22 : Global Market for PICs, by Application, Through 2029

Table 23 : Global Market for PICs in Optical Communications Applications, by Sub-Application, Through 2029

Table 24 : Global Market for PICs in Optical Communications Applications, by Region, Through 2029

Table 25 : Global Market for PICs in Sensing Applications, by Sub-Application, Through 2029

Table 26 : Global Market for PICs in Sensing Applications, by Region, Through 2029

Table 27 : Global Market for PICs in Biophotonics Applications, by Sub-Application, Through 2029

Table 28 : Global Market for PICs in Biophotonics Applications, by Region, Through 2029

Table 29 : Global Market for PICs in Optical Signal Processing Applications, by Sub-Application, Through 2029

Table 30 : Global Market for PICs in Optical Signal Processing Applications, by Region, Through 2029

Table 31 : Global Market for PICs, by Region, Through 2029

Table 32 : North American Market for PICs, by Country, Through 2029

Table 33 : North American Market for PICs, by Component, Through 2029

Table 34 : North American Market for PICs, by Integration Type, Through 2029

Table 35 : North American Market for PICs, by Raw Material, Through 2029

Table 36 : North American Market for PICs, by Application, Through 2029

Table 37 : European Market for PICs, by Country, Through 2029

Table 38 : European Market for PICs, by Component, Through 2029

Table 39 : European Market for PICs, by Integration Type, Through 2029

Table 40 : European Market for PICs, by Raw Material, Through 2029

Table 41 : European Market for PICs, by Application, Through 2029

Table 42 : Asia-Pacific Market for PICs, by Country, Through 2029

Table 43 : Asia-Pacific Market for PICs, by Component, Through 2029

Table 44 : Asia-Pacific Market for PICs, by Integration Type, Through 2029

Table 45 : Asia-Pacific Market for PICs, by Raw Material, Through 2029

Table 46 : Asia-Pacific Market for PICs, by Application, Through 2029

Table 47 : Rest of the World Market for PICs, by Sub-Region, Through 2029

Table 48 : Rest of the World Market for PICs, by Component, Through 2029

Table 49 : Rest of the World Market for PICs, by Integration Type, Through 2029

Table 50 : Rest of the World Market for PICs, by Raw Material, Through 2029

Table 51 : Rest of the World Market for PICs, by Application, Through 2029

Table 52 : Leading Competitors’ Ranking in the Global Market for PICs, 2023

Table 53 : ESG Risk Ratings Metric, by Company, 2024

Table 54 : Abbreviations Used in the Report

Table 55 : Ayar Labs: Company Snapshot

Table 56 : Ayar Labs: Product Portfolio

Table 57 : Broadex Technologies: Company Snapshot

Table 58 : Broadex Technologies: Financial Performance, FY 2022 and 2023

Table 59 : Broadex Technologies: Product Portfolio

Table 60 : Ciena Corp.: Company Snapshot

Table 61 : Ciena Corp.: Financial Performance, FY 2023 and 2024

Table 62 : Ciena Corp.: Product Portfolio

Table 63 : Cisco Systems Inc.: Company Snapshot

Table 64 : Cisco Systems Inc.: Financial Performance, FY 2023 and 2024

Table 65 : Cisco Systems Inc.: Product Portfolio

Table 66 : Coherent Corp.: Company Snapshot

Table 67 : Coherent Corp.: Financial Performance, FY 2022 and 2023

Table 68 : Coherent Corp.: Product Portfolio

Table 69 : Effect Photonics: Company Snapshot

Table 70 : Effect Photonics: Product Portfolio

Table 71 : Emcore Corp.: Company Snapshot

Table 72 : Emcore Corp.: Financial Performance, FY 2023 and 2024

Table 73 : Emcore Corp.: Product Portfolio

Table 74 : Infinera Corp.: Company Snapshot

Table 75 : Infinera Corp.: Financial Performance, FY 2022 and 2023

Table 76 : Infinera Corp.: Product Portfolio

Table 77 : Infinera Corp.: News/Key Developments, 2024

Table 78 : Intel Corp.: Company Snapshot

Table 79 : Intel Corp.: Financial Performance, FY 2023 and 2024

Table 80 : Intel Corp.: Product Portfolio

Table 81 : Intel Corp.: News/Key Developments, 2024

Table 82 : Lumentum Operations LLC.: Company Snapshot

Table 83 : Lumentum Operations LLC.: Financial Performance, FY 2023 and 2024

Table 84 : Lumentum Operations LLC.: Product Portfolio

Table 85 : Lumentum Operations LLC.: News/Key Developments, 2024

Table 86 : Poet Technologies Inc.: Company Snapshot

Table 87 : Poet Technologies Inc.: Financial Performance, FY 2022 and 2023

Table 88 : Poet Technologies Inc.: Product Portfolio

Table 89 : Poet Technologies Inc.: News/Key Developments, 2025

Table 90 : Polariton Technologies AG: Company Snapshot

Table 91 : Polariton Technologies AG: Product Portfolio

Table 92 : SCINTIL Photonics: Company Snapshot

Table 93 : SCINTIL Photonics: Product Portfolio

Table 94 : Source Photonics: Company Snapshot

Table 95 : Source Photonics: Product Portfolio

Table 96 : Sumitomo Electric Industries Ltd.: Company Snapshot

Table 97 : Sumitomo Electric Industries Ltd.: Financial Performance, FY 2022 and 2023

Table 98 : Sumitomo Electric Industries Ltd.: Product Portfolio

List of Figures

Summary Figure : Global Market Shares of PICs, by Region, 2023

Figure 1 : PICs Market: Value Chain Analysis

Figure 2 : Porter’s Five Forces Analysis—Global PICs Market

Figure 3 : PICs Market: Bargaining Power of Suppliers

Figure 4 : PICs Market: Bargaining Power of Consumers

Figure 5 : PICs Market: Potential for New Entrants

Figure 6 : PICs Market: Level of Competitiveness

Figure 7 : Snapshot of the Market Dynamics for PICs

Figure 8 : Emerging Technologies in PICs

Figure 9 : Share of Published Patents and Patent Applications on PICs, by Assignee Country/Organization, 2023–January 2025

Figure 10 : Global Market Shares of PICs, by Component, 2023

Figure 11 : Global Market Shares of Transceivers in PICs, by Region, 2023

Figure 12 : Global Market Shares of Lasers in PICs, by Region, 2023

Figure 13 : Global Market Shares of Modulators in PICs, by Region, 2023

Figure 14 : Global Market Shares of Detectors in PICs, by Region, 2023

Figure 15 : Global Market Shares of MUX/DEMUX in PICs, by Region, 2023

Figure 16 : Global Market Shares of Optical Amplifiers in PICs, by Region, 2023

Figure 17 : Global Market Shares of Other Components in PICs, by Region, 2023

Figure 18 : Global Market Shares of PICs, by Integration Type, 2023

Figure 19 : Global Market Shares of Monolithic Integration of PICs, by Region, 2023

Figure 20 : Global Market Shares of Hybrid Integration of PICs, by Region, 2023

Figure 21 : Global Market Shares of PICs, by Raw Material, 2023

Figure 22 : Global Market Shares of Indium Phosphide in PICs, by Region, 2023

Figure 23 : Global Market Shares of Gallium Arsenide in PICs, by Region, 2023

Figure 24 : Global Market Shares of Silicon in PICs, by Region, 2023

Figure 25 : Global Market Shares of Silica-on-Silicon in PICs, by Region, 2023

Figure 26 : Global Market Shares of Lithium Niobate in PICs, by Region, 2023

Figure 27 : Global Market Shares of Other Raw Materials in PICs, by Region, 2023

Figure 28 : Global Market Shares of PICs, by Application, 2023

Figure 29 : Global Market Shares of PICs in Optical Communications Applications, by Sub-application, 2023

Figure 30 : Global Market Shares of PICs in Optical Communications Applications, by Region, 2023

Figure 31 : Global Market Shares of PICs in Sensing Applications, by Sub-Application, 2023

Figure 32 : Global Market Shares of PICs in Sensing Applications, by Region, 2023

Figure 33 : Global Market Shares of PICs in Biophotonics Applications, by Sub-Application, 2023

Figure 34 : Global Market Shares of PICs in Biophotonics Applications, by Region, 2023

Figure 35 : Global Market Shares of PICs in Optical Signal Processing Applications, by Sub-Application, 2023

Figure 36 : Global Market Shares of PICs in Optical Signal Processing Applications, by Region, 2023

Figure 37 : Global Market Shares of PICs in Optical Signal Processing Applications, by Region, 2023

Figure 38 : Broadex Technologies: Revenue Share, by Business Unit, FY 2023

Figure 39 : Broadex Technologies: Revenue Share, by Region, FY 2023

Figure 40 : Ciena Corp.: Revenue Share, by Business Unit, FY 2024

Figure 41 : Ciena Corp.: Revenue Share, by Region, FY 2024

Figure 42 : Cisco Systems Inc.: Revenue Share, by Business Unit, FY 2024

Figure 43 : Cisco Systems Inc.: Revenue Share, by Region, FY 2024

Figure 44 : Coherent Corp.: Revenue Share, by Business Unit, FY 2023

Figure 45 : Coherent Corp.: Revenue Share, by Country/Region, FY 2023

Figure 46 : Emcore Corp.: Revenue Share, by Country/Region, FY 2024

Figure 47 : Infinera Corp.: Revenue Share, by Business Unit, FY 2023

Figure 48 : Infinera Corp.: Revenue Share, by Country/Region, FY 2023

Figure 49 : Intel Corp.: Revenue Share, by Business Unit, FY 2024

Figure 50 : Intel Corp.: Revenue Share, by Country/Region, FY 2024

Figure 51 : Lumentum Operations LLC.: Revenue Share, by Business Segment, FY 2023

Figure 52 : Lumentum Operations LLC.: Revenue Share, by Country/Region, FY 2023

Figure 53 : Sumitomo Electric Industries Ltd.: Revenue Share, by Business Unit, FY 2023

Figure 54 : Sumitomo Electric Industries Ltd.: Revenue Share, by Country/Region, FY 2023