CPO（Co-Packged-Optics）市場 : 2028年までの世界予測

Report Overview

The co-packaged optics market is projected to grow from USD 15 million in 2023 to USD 49 million by 2028, registering a CAGR of 26.5% during the forecast period. Some of the major factors driving the growth of the co-packaged optics market include the Introduction of ultra-high-definition video streaming, growing workload of AI/ML-based use cases in data centers, and growing investment by tech giants to develop data centers. However, increased network complexity and increasing fiber counts per switch act as a challenge for the market in the future. The major growth opportunities for the market players are the penetration of IoT and connected devices in education and healthcare sectors.

“Market for telecommunication and networking will have the highest CAGR during the forecast period.”
The telecommunication and networking segment of the co-packaged optics market is expected to witness the highest CAGR during the forecast period. The demand for higher bandwidth and lower latency in telecommunication and networking infrastructure has increased due to the rapid growth of data traffic driven by services such as streaming, cloud computing, IoT, and 5G. This has led to a rise in the demand for CPO, which has consequently improved performance and efficiency. Moreover, the increasing 5G network and IoT are driving the demand for interconnect routers and switches, further driving the demand for CPO in the telecommunications and networking industry.

“6.4 T expected to register the highest CAGR during the forecast period.”
The co-packaged optics market’s 6.4 T segment is expected to account for the highest CAGR in the forecast period. The development of 6.4 T CPO is a challenging task, but the demand for high-speed and reliable data communication is growing rapidly and is driving the market growth. Moreover, it is expected to play an increasingly important role in the data center and high-performance computing (HPC) markets in the coming years. A number of companies are developing 6.4 T CPO products, including Skorpios Technologies Inc., Broadcom, and Marvell.

“North America to account for the highest market share among other regions during the forecast period.”
North America is expected to dominate the co-packaged optics market during the forecast period. It is expected that North America will continue to dominate the co-packaged optics market in the coming years, accounting for the largest market share. This is because North America is home to many technology companies and research and development establishments, which lead to significant innovations and technological advancements.
It is set to grow significantly in the coming years due to the rising need for reliable and high-speed optical interconnects across various industries, including data centers, telecommunications, and industrial automation. With the introduction of 5G networks and the expansion of edge computing infrastructure, the increasing demand for low latency and high bandwidth are creating opportunities for CPO technology in the upcoming years.
The break-up of primary participants for the report has been shown below:
• By company type: Tier 1 – 38%, Tier 2 – 28%, and Tier 3 – 34%
• By designation: C-Level Executives – 40%, Managers – 30%, and Others – 30%
• By region: North America – 35%, Europe – 20%, Asia Pacific – 35%, and RoW – 10%

The report profiles key players in the co-packaged optics market with their respective market ranking analyses. Prominent players profiled in this report include Broadcom (US), Molex (US), Marvell (US), RANOVUS (Canada), Ragile Networks Inc. (US), SENKO (US), Quanta Computer Inc. (Taiwan), Furukawa Electric Co., Ltd. (Japan), among others.

Research Coverage
This research report categorizes the co-packaged optics market based on type, data rates, application, and region. The report describes the major drivers, restraints, challenges, and opportunities pertaining to the co-packaged optics market and forecasts the same till 2028. The report also consists of leadership mapping and analysis of companies in the co-packaged optics ecosystem.
Reasons to buy this report:
The report will help the market leaders/new entrants in this market with information on the closest approximations of the revenue numbers for the overall co-packaged optics market and the subsegments. This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and plan suitable go-to-market strategies. The report also helps stakeholders understand the market pulse and provides information on key market drivers, restraints, challenges, and opportunities.
The report provides insights on the following pointers:

• Analysis of key drivers (growing investment by tech giants to develop data centers, growing workload of ai/ml-based use cases in data centers, introduction of ultra-high-definition video streaming, and need for performance improvement of data centers), restraints (complicated design and fabrication process and increased network complexity), opportunities (penetration of iot and connected devices in education and healthcare sectors and rising deployment of 5g network), and challenges (increasing fiber counts per switch and fiber routing complexity and risk of damage to the fibers during installation) influencing the growth of the co-packaged optics market
• Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the co-packaged optics market
• Market Development: Comprehensive information about lucrative markets – the report analyses the co-packaged optics market across varied regions
• Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the co-packaged optics market
• Competitive Assessment: In-depth assessment of market shares, growth strategies, and product/service offerings of leading players like Broadcom (US), Molex (US), Marvell (US), RANOVUS (Canada), Ragile Networks Inc. (US), SENKO (US), Quanta Computer Inc. (Taiwan), Furukawa Electric Co., Ltd. (Japan), among others in the co-packaged optics market.

Table of Contents

1            INTRODUCTION            22

1.1         STUDY OBJECTIVES      22

1.2         MARKET DEFINITION   22

1.2.1      INCLUSIONS AND EXCLUSIONS 23

1.3         STUDY SCOPE  23

1.3.1      MARKETS COVERED     23

FIGURE 1           CO-PACKAGED OPTICS MARKET SEGMENTATION        23

1.3.2      REGIONAL SCOPE         24

1.3.3      YEARS CONSIDERED     24

1.3.4      CURRENCY CONSIDERED          24

1.4         LIMITATIONS   25

1.5         STAKEHOLDERS            25

1.6         IMPACT OF RECESSION 25

2            RESEARCH METHODOLOGY     26

2.1         RESEARCH APPROACH 26

FIGURE 2           CO-PACKAGED OPTICS MARKET: RESEARCH DESIGN   26

2.2         SECONDARY AND PRIMARY RESEARCH 27

FIGURE 3           CO-PACKAGED OPTICS MARKET: RESEARCH APPROACH              28

2.2.1      SECONDARY DATA       28

2.2.1.1   List of major secondary sources       29

2.2.1.2   Key data from secondary sources     29

2.2.2      PRIMARY DATA 29

2.2.2.1   Key data from primary sources         30

2.2.2.2   Breakdown of primaries     30

2.2.2.3   Key industry insights          31

2.3         MARKET SIZE ESTIMATION       31

2.3.1      BOTTOM-UP APPROACH           31

2.3.1.1   Approach to derive market size using bottom-up analysis           31

FIGURE 4           MARKET SIZE ESTIMATION METHODOLOGY: BOTTOM-UP APPROACH       32

FIGURE 5           MARKET SIZE ESTIMATION METHODOLOGY (SUPPLY SIDE)              32

2.3.2      TOP-DOWN APPROACH             33

2.3.2.1   Approach to derive market size using top-down analysis  (supply side)   33

FIGURE 6           MARKET SIZE ESTIMATION METHODOLOGY: TOP-DOWN APPROACH       33

2.4         MARKET BREAKDOWN AND DATA TRIANGULATION    34

FIGURE 7           DATA TRIANGULATION             34

2.5         RESEARCH ASSUMPTIONS         35

2.6         PARAMETERS CONSIDERED TO ANALYZE IMPACT OF RECESSION ON CO-PACKAGED OPTICS MARKET           35

2.7         LIMITATIONS   36

2.8         RISK ASSESSMENT         36

3            EXECUTIVE SUMMARY 37

FIGURE 8           CPO SEGMENT TO RECORD HIGHER CAGR FROM 2023 TO 2028              37

FIGURE 9           3.2 T SEGMENT TO SECURE LARGEST MARKET SHARE IN 2028              38

FIGURE 10         DATA CENTERS AND HIGH-PERFORMANCE COMPUTING SEGMENT TO DOMINATE MARKET IN 2023        38

FIGURE 11         NORTH AMERICA ACCOUNTED FOR LARGEST MARKET SHARE IN 2022 39

4            PREMIUM INSIGHTS      40

4.1         ATTRACTIVE OPPORTUNITIES FOR PLAYERS IN CO-PACKAGED OPTICS MARKET           40

FIGURE 12         GROWTH IN HIGH-PERFORMANCE COMPUTING TO DRIVE MARKET            40

4.2         CO-PACKAGED OPTICS MARKET, BY TYPE        40

FIGURE 13         CPO SEGMENT TO RECORD HIGHEST CAGR DURING FORECAST PERIOD       40

4.3         CO-PACKAGED OPTICS MARKET IN NORTH AMERICA,  BY APPLICATION AND COUNTRY  41

FIGURE 14         DATA CENTERS AND HIGH-PERFORMANCE COMPUTING SEGMENT AND US HELD LARGEST MARKET SHARES IN 2022     41

4.4         CO-PACKAGED OPTICS MARKET, BY COUNTRY              42

FIGURE 15         INDIA TO DOMINATE GLOBAL CO-PACKAGED OPTICS MARKET DURING FORECAST PERIOD   42

5            MARKET OVERVIEW     43

5.1         INTRODUCTION            43

5.2         MARKET DYNAMICS     43

FIGURE 16         CO-PACKAGED OPTICS MARKET: DRIVERS, RESTRAINTS, OPPORTUNITIES,  AND CHALLENGES 43

5.2.1      DRIVERS            44

FIGURE 17         CO-PACKAGED OPTICS MARKET: IMPACT ANALYSIS OF DRIVERS            44

5.2.1.1   Growing investments by tech giants in data center infrastructure             44

5.2.1.2   Increasing use of AI/ML-based devices in data centers 45

FIGURE 18         REGION-WISE INTERNET USERS, 2022   45

5.2.1.3   Introduction of ultra-high-definition video streaming  46

5.2.1.4   Need for performance improvement in data centers     46

5.2.2      RESTRAINTS     47

FIGURE 19         CO-PACKAGED OPTICS MARKET: IMPACT ANALYSIS OF RESTRAINTS     47

5.2.2.1   Complicated design and fabrication process   47

5.2.2.2   Increased network complexity          47

5.2.3      OPPORTUNITIES           48

FIGURE 20         CO-PACKAGED OPTICS MARKET: IMPACT ANALYSIS OF OPPORTUNITIES           48

5.2.3.1   Penetration of IoT and connected devices in education and healthcare sectors              48

5.2.3.2   Rising deployment of 5G networks   48

5.2.4      CHALLENGES   49

FIGURE 21         CO-PACKAGED OPTICS MARKET: IMPACT ANALYSIS OF CHALLENGES   49

5.2.4.1   Increasing fiber counts per switch    49

5.2.4.2   Complexities associated with fiber routing and installation of fibers         49

5.3         TRENDS/DISRUPTIONS IMPACTING CUSTOMER BUSINESS       50

FIGURE 22         REVENUE SHIFTS AND NEW REVENUE POCKETS FOR PLAYERS IN CO-PACKAGED OPTICS MARKET      50

5.4         PRICING ANALYSIS        50

5.4.1      AVERAGE SELLING PRICE (ASP) TREND OF OPTICAL TRANSCEIVERS              50

TABLE 1             AVERAGE SELLING PRICE OF OPTICAL TRANSCEIVERS 50

5.4.2      AVERAGE SELLING PRICE (ASP) OF OPTICAL TRANSCEIVERS OFFERED BY KEY PLAYERS            51

FIGURE 23         AVERAGE SELLING PRICE (ASP) OF OPTICAL TRANSCEIVERS OFFERED  BY KEY PLAYERS     51

TABLE 2             AVERAGE SELLING PRICE OF OPTICAL TRANSCEIVERS OFFERED BY TOP PLAYERS       51

FIGURE 24         ASP TREND OF CO-PACKAGED OPTICS, BY DATA RATE 52

5.5         VALUE CHAIN ANALYSIS            52

FIGURE 25         CO-PACKAGED OPTICS MARKET: VALUE CHAIN ANALYSIS              52

5.6         ECOSYSTEM MAPPING 53

TABLE 3             COMPANIES AND THEIR ROLE IN CO-PACKAGED OPTICS ECOSYSTEM     53

5.7         TECHNOLOGY ANALYSIS           54

5.7.1      PLUGGABLE OPTICAL TRANSCEIVERS 54

5.7.2      ON-BOARD OPTICS       54

5.7.3      NEAR-PACKAGED OPTICS         54

5.7.4      FUTURE CO-PACKAGED OPTICS            55

5.8         PATENT ANALYSIS        55

FIGURE 26         TOP 10 COMPANIES WITH HIGHEST NUMBER OF PATENT APPLICATIONS IN LAST 10 YEARS          55

TABLE 4             TOP 20 PATENT OWNERS IN US IN LAST 10 YEARS          55

FIGURE 27         NUMBER OF PATENTS GRANTED PER YEAR, 2012–2022 56

TABLE 5             CO-PACKAGED OPTICS MARKET: LIST OF PATENTS, 2022–2023              57

5.9         TRADE AND TARIFF ANALYSIS  60

5.9.1      TRADE ANALYSIS          60

5.9.1.1   Trade data for HS code 851769       60

FIGURE 28         IMPORT DATA FOR HS CODE 851769, BY COUNTRY, 2018–2022  (USD THOUSAND)        60

FIGURE 29         EXPORT DATA FOR HS CODE 851769, BY COUNTRY, 2018−2022  (USD THOUSAND)        61

5.9.2      TARIFF ANALYSIS          61

TABLE 6             TARIFF LEVIED ON EXPORT OF TRANSMISSION OR RECEPTION APPARATUS BY CHINA, 2022            61

TABLE 7             TARIFF LEVIED ON EXPORT OF TRANSMISSION OR RECEPTION APPARATUS BY US, 2022     62

TABLE 8             TARIFF LEVIED ON EXPORT OF TRANSMISSION OR RECEPTION APPARATUS BY GERMANY, 2022     62

TABLE 9             TARIFF LEVIED ON EXPORT OF TRANSMISSION OR RECEPTION APPARATUS BY NETHERLANDS, 2022          62

TABLE 10           TARIFF LEVIED ON EXPORT OF TRANSMISSION OR RECEPTION APPARATUS BY MEXICO, 2022         63

5.10       KEY CONFERENCES AND EVENTS, 2023–2024     63

TABLE 11           CO-PACKAGED OPTICS MARKET: LIST OF CONFERENCES AND EVENTS             63

5.10.1    REGULATORY LANDSCAPE       65

5.10.1.1 Standards and regulatory bodies      65

5.10.1.1.1            International Electrotechnical Commission    65

5.10.1.2 International Organization for Standardization            65

5.10.1.3 European Union directives 65

5.10.1.4 Federal Communications Commission regulations       65

5.10.1.5 National Institute of Standards and Technology guidelines        65

5.10.2    REGULATIONS 65

5.10.2.1 Environmental regulations 65

5.10.2.2 Safety regulations 66

5.10.2.3 Intellectual property regulations      66

5.10.2.4 Export regulations             66

5.10.2.5 Standards and certification requirements       66

5.11       PORTER’S FIVE FORCES ANALYSIS         66

TABLE 12           CO-PACKAGED OPTICS MARKET: PORTER’S FIVE FORCES ANALYSIS          66

FIGURE 30         CO-PACKAGED OPTICS MARKET: PORTER’S FIVE FORCES ANALYSIS          67

5.11.1    INTENSITY OF COMPETITIVE RIVALRY 67

5.11.2    BARGAINING POWER OF SUPPLIERS     67

5.11.3    BARGAINING POWER OF BUYERS           67

5.11.4    THREAT OF SUBSTITUTES         68

5.11.5    THREAT OF NEW ENTRANTS    68

5.12       KEY STAKEHOLDERS AND BUYING CRITERIA    68

5.12.1    KEY STAKEHOLDERS IN BUYING PROCESS         68

FIGURE 31         INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE APPLICATIONS      68

TABLE 13           INFLUENCE OF STAKEHOLDERS ON BUYING PROCESS FOR TOP THREE APPLICATIONS      69

5.12.2    BUYING CRITERIA         69

FIGURE 32         KEY BUYING CRITERIA FOR TOP THREE APPLICATIONS              69

TABLE 14           KEY BUYING CRITERIA FOR TOP THREE APPLICATIONS              70

6            CO-PACKAGED OPTICS MARKET, BY TYPE        71

6.1         INTRODUCTION            72

FIGURE 33         CPO SEGMENT TO DISPLAY HIGHER CAGR DURING FORECAST PERIOD       72

TABLE 15           CO-PACKAGED OPTICS MARKET, BY TYPE, 2022–2028 (USD MILLION)          72

6.2         CO-PACKAGED OPTICS (CPO)  72

6.2.1      INCREASING NUMBER OF MEGA DATA CENTERS TO FOSTER SEGMENTAL GROWTH 72

TABLE 16           CPO: CO-PACKAGED OPTICS MARKET, BY APPLICATION, 2022–2028 (USD MILLION)     73

TABLE 17           CPO: CO-PACKAGED OPTICS MARKET FOR DATA CENTERS AND HIGH-PERFORMANCE COMPUTING, BY REGION, 2022–2028 (USD MILLION)          73

TABLE 18           CPO: CO-PACKAGED OPTICS MARKET FOR TELECOMMUNICATIONS AND NETWORKING, BY REGION, 2022–2028 (USD MILLION)          74

TABLE 19           CPO: CO-PACKAGED OPTICS MARKET FOR OTHERS, BY REGION,  2022–2028 (USD MILLION)     74

TABLE 20           CPO: CO-PACKAGED OPTICS MARKET, BY REGION, 2022–2028 (USD MILLION) 74

6.3         NEAR-PACKAGED OPTICS (NPO)           75

6.3.1      ABILITY TO IMPROVE SIGNAL INTEGRITY TO DRIVE DEMAND 75

TABLE 21           NPO: CO-PACKAGED OPTICS MARKET, BY APPLICATION, 2022–2028 (USD MILLION)          75

TABLE 22           NPO: CO-PACKAGED OPTICS MARKET FOR DATA CENTERS AND HIGH-PERFORMANCE COMPUTING, BY REGION, 2022–2028 (USD MILLION)          75

TABLE 23           NPO: CO-PACKAGED OPTICS MARKET FOR TELECOMMUNICATIONS AND NETWORKING, BY REGION, 2022–2028 (USD MILLION)          76

TABLE 24           NPO: CO-PACKAGED OPTICS MARKET FOR OTHERS, BY REGION,  2022–2028 (USD MILLION)     76

TABLE 25           NPO: CO-PACKAGED OPTICS MARKET, BY REGION, 2022–2028 (USD MILLION) 76

7            CO-PACKAGED OPTICS MARKET, BY DATA RATE           77

7.1         INTRODUCTION            78

FIGURE 34         CO-PACKAGED OPTICS MARKET, BY DATA RATE           78

FIGURE 35         LESS THAN 1.6 T & 1.6 T SEGMENT TO DOMINATE MARKET IN 2023      78

TABLE 26           CO-PACKAGED OPTICS MARKET, BY DATA RATE, 2022–2028 (USD MILLION) 79

TABLE 27           CO-PACKAGED OPTICS MARKET, BY DATA RATES, 2022–2028 (THOUSAND UNITS)     79

7.2         LESS THAN 1.6 T & 1.6 T 79

7.2.1      EXPANDING TELECOMMUNICATION SECTOR TO FOSTER SEGMENTAL GROWTH 79

7.3         3.2 T      80

7.3.1      INCREASING PENETRATION OF CLOUD COMPUTING TO CONTRIBUTE TO MARKET GROWTH    80

7.4         6.4 T      80

7.4.1      INCREASING DEMAND FOR HIGH-SPEED AND RELIABLE DATA COMMUNICATION TO DRIVE MARKET 80

8            TECHNOLOGIES USED IN CO-PACKAGING OPTICS        81

8.1         INTRODUCTION            81

FIGURE 36         TECHNOLOGIES USED IN CO-PACKAGED OPTICS          81

8.2         2.5D CPO           81

8.2.1      ABILITY TO COMBINE OPTICAL AND ELECTRONIC COMPONENTS INTO SINGLE PACKAGES TO DRIVE MARKET    81

8.3         3D CPO 82

8.3.1      NEED TO REDUCE INTERCONNECT DELAYS TO BOOST DEMAND              82

9            CO-PACKAGED OPTICS MARKET, BY APPLICATION       83

9.1         INTRODUCTION            84

FIGURE 37         CO-PACKAGED OPTICS MARKET, BY APPLICATION       84

FIGURE 38         DATA CENTERS AND HIGH-PERFORMANCE COMPUTING SEGMENT TO DOMINATE MARKET IN 2023        84

TABLE 28           CO-PACKAGED OPTICS MARKET, BY APPLICATION, 2022–2028 (USD MILLION) 84

9.2         92          85

9.3         DATA CENTER AND HIGH-PERFORMANCE COMPUTING            85

9.3.1      ABILITY TO INTEGRATE OPTICAL COMPONENTS DIRECTLY INTO SEMICONDUCTOR PACKAGES TO DRIVE MARKET         85

TABLE 29           DATA CENTERS AND HIGH-PERFORMANCE COMPUTING: CO-PACKAGED OPTICS MARKET, BY TYPE, 2022–2028 (USD MILLION)          85

TABLE 30           DATA CENTERS AND HIGH-PERFORMANCE COMPUTING: CO-PACKAGED OPTICS MARKET BY REGION, 2022–2028 (USD MILLION)      86

TABLE 31           NORTH AMERICA: CO-PACKAGED OPTICS MARKET FOR DATA CENTERS AND HIGH-PERFORMANCE COMPUTING, BY COUNTRY, 2022–2028 (USD MILLION) 86

TABLE 32           EUROPE: CO-PACKAGED OPTICS MARKET FOR DATA CENTERS AND HIGH-PERFORMANCE COMPUTING, BY COUNTRY, 2022–2028 (USD MILLION) 86

TABLE 33           ASIA PACIFIC: CO-PACKAGED OPTICS MARKET FOR DATA CENTERS AND HIGH-PERFORMANCE COMPUTING, BY COUNTRY, 2022–2028 (USD MILLION) 87

TABLE 34           ROW: CO-PACKAGED OPTICS MARKET FOR DATA CENTERS AND HIGH-PERFORMANCE COMPUTING, BY REGION, 2022–2028 (USD MILLION)          87

9.4         TELECOMMUNICATIONS AND NETWORKING   87

9.4.1      INCREASED DATA TRAFFIC DUE TO 5G AND IOT TO FUEL MARKET GROWTH          87

TABLE 35           TELECOMMUNICATIONS AND NETWORKING: CO-PACKAGED OPTICS MARKET, BY TYPE, 2022–2028 (USD MILLION)   88

TABLE 36           TELECOMMUNICATIONS AND NETWORKING: CO-PACKAGED OPTICS MARKET, BY REGION, 2022–2028 (USD MILLION)            88

9.5         OTHERS             88

TABLE 37           OTHERS: CO-PACKAGED OPTICS MARKET, BY TYPE, 2022–2028 (USD MILLION) 89

TABLE 38           OTHERS: CO-PACKAGED OPTICS MARKET, BY REGION,  2022–2028 (USD MILLION)     89

10          CO-PACKAGED OPTICS MARKET, BY REGION   90

10.1       INTRODUCTION            91

FIGURE 39         CO-PACKAGED OPTICS MARKET, BY REGION   91

FIGURE 40         ASIA PACIFIC TO REGISTER HIGHEST CAGR DURING FORECAST PERIOD       92

TABLE 39           CO-PACKAGED OPTICS MARKET, BY REGION, 2022–2028 (USD MILLION)          92

10.2       NORTH AMERICA          92

FIGURE 41         NORTH AMERICA: CO-PACKAGED OPTICS MARKET SNAPSHOT        93

TABLE 40           NORTH AMERICA: CO-PACKAGED OPTICS MARKET, BY COUNTRY,  2022–2028 (USD MILLION) 93

TABLE 41           NORTH AMERICA: CO-PACKAGED OPTICS MARKET, BY APPLICATION,  2022–2028 (USD MILLION)        94

TABLE 42           NORTH AMERICA: CO-PACKAGED OPTICS MARKET, BY TYPE, 2022–2028 (USD MILLION)          94

10.2.1    US         94

10.2.1.1 Expansion of edge computing infrastructure to drive market      94

10.2.2    CANADA            95

10.2.2.1 Accelerated demand for high-speed and wireless networking to foster growth              95

10.2.3    MEXICO             95

10.2.3.1 Expansion and modernization of telecommunications infrastructure to fuel market growth   95

10.2.4    IMPACT OF RECESSION ON CO-PACKAGED OPTICS MARKET IN NORTH AMERICA          95

10.3       EUROPE             96

FIGURE 42         EUROPE: CO-PACKAGED OPTICS MARKET SNAPSHOT 97

TABLE 43           EUROPE: CO-PACKAGED OPTICS MARKET, BY COUNTRY, 2022–2028 (USD MILLION)          97

TABLE 44           EUROPE: CO-PACKAGED OPTICS MARKET, BY APPLICATION, 2022–2028 (USD MILLION)          98

TABLE 45           EUROPE: CO-PACKAGED OPTICS MARKET, BY TYPE, 2022–2028 (USD MILLION) 98

10.3.1    UK         98

10.3.1.1 Government-led initiatives promoting adoption of AI and big data analytics to support market growth       98

10.3.2    GERMANY         99

10.3.2.1 Advent of Industry 4.0 and IoT to offer lucrative growth opportunities to market players   99

10.3.3    FRANCE             99

10.3.3.1 Adoption of AI and ML in various public sector applications to drive market              99

10.3.4    ITALY   99

10.3.4.1 Ongoing expansion of data centers to drive market      99

10.3.5    REST OF EUROPE           99

10.3.6    IMPACT OF RECESSION ON CO-PACKAGED OPTICS MARKET IN EUROPE             100

10.4       ASIA PACIFIC    100

FIGURE 43         ASIA PACIFIC: CO-PACKAGED OPTICS MARKET SNAPSHOT              101

TABLE 46           ASIA PACIFIC: CO-PACKAGED OPTICS MARKET, BY COUNTRY, 2022–2028 (USD MILLION)          101

TABLE 47           ASIA PACIFIC: CO-PACKAGED OPTICS MARKET, BY APPLICATION,  2022–2028 (USD MILLION)        102

TABLE 48           ASIA PACIFIC: CO-PACKAGED OPTICS MARKET, TYPE, 2022–2028 (USD MILLION)     102

10.4.1    CHINA  102

10.4.1.1 Rapid development of IT infrastructure to boost demand           102

10.4.2    JAPAN  103

10.4.2.1 Increasing focus of data centers on high-performance computing applications to drive market        103

10.4.3    INDIA   103

10.4.3.1 Growing preference for cloud services to fuel market growth     103

10.4.4    REST OF ASIA PACIFIC  103

10.4.5    IMPACT OF RECESSION ON CO-PACKAGED OPTICS MARKET IN ASIA PACIFIC             104

10.5       ROW     104

FIGURE 44         ROW: CO-PACKAGED OPTICS MARKET SNAPSHOT        105

TABLE 49           ROW: CO-PACKAGED OPTICS MARKET, BY REGION, 2022–2028 (USD MILLION) 105

TABLE 50           ROW: CO-PACKAGED OPTICS MARKET, BY APPLICATION, 2022–2028 (USD MILLION)          106

TABLE 51           ROW: CO-PACKAGED OPTICS MARKET, BY TYPE, 2022–2028 (USD MILLION) 106

10.5.1    MIDDLE EAST & AFRICA             106

10.5.1.1 Increasing investments in telecom infrastructure development to drive market growth   106

10.5.2    SOUTH AMERICA           107

10.5.2.1 Rising emphasis on strengthening network infrastructure to drive market 107

11          COMPETITIVE LANDSCAPE       108

11.1       OVERVIEW        108

11.1.1    KEY STRATEGIES ADOPTED BY MAJOR PLAYERS            108

TABLE 52           CO-PACKAGED OPTICS MARKET: OVERVIEW OF STRATEGIES ADOPTED BY KEY PLAYERS       108

11.1.1.1 Product portfolio 109

11.1.1.2 Regional focus     109

11.1.1.3 Organic/Inorganic growth strategies              110

11.2       MARKET SHARE ANALYSIS, 2022             110

FIGURE 45         CO-PACKAGED OPTICS MARKET SHARE ANALYSIS, 2022              110

TABLE 53           CO-PACKAGED OPTICS MARKET SHARE ANALYSIS, 2022              111

11.3       REVENUE ANALYSIS, 2022          112

FIGURE 46         REVENUE ANALYSIS OF KEY PLAYERS   112

11.4       COMPANY EVALUATION MATRIX, 2022 113

11.4.1    STARS  113

11.4.2    PERVASIVE PLAYERS     113

11.4.3    EMERGING LEADERS    113

11.4.4    PARTICIPANTS 113

FIGURE 47         CO-PACKAGED OPTICS MARKET: EVALUATION MATRIX FOR KEY  COMPANIES, 2022 114

11.5       EVALUATION MATRIX FOR START-UPS/SMALL AND MEDIUM-SIZED ENTERPRISES (SMES), 2022        115

11.5.1    PROGRESSIVE COMPANIES       115

11.5.2    RESPONSIVE COMPANIES          115

11.5.3    DYNAMIC COMPANIES 115

11.5.4    STARTING BLOCKS       115

FIGURE 48         CO-PACKAGED OPTICS MARKET: EVALUATION MATRIX FOR START-UPS/SMES, 2022 116

11.6       COMPANY FOOTPRINT 117

TABLE 54           COMPANY FOOTPRINT 117

TABLE 55           DATA RATE: COMPANY FOOTPRINT     117

TABLE 56           APPLICATION: COMPANY FOOTPRINT 118

TABLE 57           REGION: COMPANY FOOTPRINT            118

11.7       COMPETITIVE BENCHMARKING            119

TABLE 58           CO-PACKAGED OPTICS MARKET: DETAILED LIST OF KEY START-UPS/SMES          119

TABLE 59           CO-PACKAGED OPTICS MARKET: COMPETITIVE BENCHMARKING OF KEY START-UPS/SMES      120

11.8       COMPETITIVE SCENARIOS AND TRENDS           120

11.8.1    PRODUCT LAUNCHES  121

TABLE 60           CO-PACKAGED OPTICS MARKET: PRODUCT LAUNCHES, 2021–2023      121

11.8.2    DEALS  122

TABLE 61           CO-PACKAGED OPTICS MARKET: DEALS, 2021–2023       122

12          COMPANY PROFILES    123

(Business Overview, Products Offered, Recent Developments, MnM View Right to win, Strategic choices made, Weaknesses and competitive threats) *

12.1       INTRODUCTION            123

12.2       KEY PLAYERS   123

12.2.1    BROADCOM      123

TABLE 62           BROADCOM: COMPANY OVERVIEW      123

FIGURE 49         BROADCOM: COMPANY SNAPSHOT      124

TABLE 63           BROADCOM: PRODUCTS/SOLUTIONS/SERVICES OFFERED              124

TABLE 64           BROADCOM: PRODUCT LAUNCHES      125

TABLE 65           BROADCOM: DEALS      125

12.2.2    RANOVUS          127

TABLE 66           RANOVUS: COMPANY OVERVIEW          127

TABLE 67           RANOVUS: PRODUCTS/SOLUTIONS/SERVICES OFFERED              127

TABLE 68           RANOVUS: PRODUCT LAUNCHES          129

TABLE 69           RANOVUS: DEALS          129

12.2.3    MARVELL          132

TABLE 70           MARVELL: COMPANY OVERVIEW           132

FIGURE 50         MARVELL: COMPANY SNAPSHOT          133

TABLE 71           MARVELL: PRODUCTS/SOLUTIONS/SERVICES OFFERED              133

TABLE 72           MARVELL: PRODUCT LAUNCHES           134

TABLE 73           MARVELL: DEALS          134

12.2.4    QUANTA COMPUTER INC.         136

TABLE 74           QUANTA COMPUTER INC.: COMPANY OVERVIEW         136

FIGURE 51         QUANTA COMPUTER INC.: COMPANY SNAPSHOT         137

TABLE 75           QUANTA COMPUTER INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED          137

TABLE 76           QUANTA COMPUTER INC.: DEALS         138

12.2.5    RAGILE NETWORKS INC.            139

TABLE 77           RAGILE NETWORKS INC.: COMPANY OVERVIEW            139

TABLE 78           RAGILE NETWORKS INC.: PRODUCTS/SOLUTIONS/SERVICES OFFERED          139

TABLE 79           RAGILE NETWORKS INC.: PRODUCT LAUNCHES            140

12.2.6    MOLEX 141

TABLE 80           MOLEX: COMPANY OVERVIEW 141

TABLE 81           MOLEX: PRODUCTS/SOLUTIONS/SERVICES OFFERED  141

TABLE 82           MOLEX: PRODUCT LAUNCHES 142

TABLE 83           MOLEX: DEALS 142

12.2.7    SENKO 143

TABLE 84           SENKO: COMPANY OVERVIEW  143

TABLE 85           SENKO: PRODUCTS/SOLUTIONS/SERVICES OFFERED   143

TABLE 86           SENKO: DEALS 144

12.2.8    FURUKAWA ELECTRIC CO., LTD.            145

TABLE 87           FURUKAWA ELECTRIC CO., LTD.: COMPANY OVERVIEW              145

FIGURE 52         FURUKAWA ELECTRIC CO., LTD.: COMPANY SNAPSHOT              146

TABLE 88           FURUKAWA ELECTRIC CO., LTD.: PRODUCTS/SOLUTIONS/SERVICES OFFERED   146

TABLE 89           FURUKAWA ELECTRIC CO., LTD.: PRODUCT LAUNCHES              147

12.3       OTHER PLAYERS           148

12.3.1    TE CONNECTIVITY       148

12.3.2    SABIC   149

12.3.3    RAIN TREE PHOTONICS PTE. LTD.         150

12.3.4    RUIJIE NETWORKS CO., LTD.     151

12.3.5    SYNOPSYS, INC. 152

*Details on Business Overview, Products Offered, Recent Developments, MnM View, Right to win, Strategic choices made, Weaknesses and competitive threats might not be captured in case of unlisted companies.

13          APPENDIX         153

13.1       DISCUSSION GUIDE      153

13.2       KNOWLEDGESTORE: MARKETSANDMARKETS’  SUBSCRIPTION PORTAL             157

13.3       CUSTOMIZATION OPTIONS      159

13.4       RELATED REPORTS       159

13.5       AUTHOR DETAILS         160