市场概况

An optical modulator is a device or equipment used to control specific properties of light, typically in optical beams such as laser beams. Depending on the attribute of light being managed, there are various types of modulators available, including phase modulators, intensity modulators, polarization modulators, and spatial light modulators.

The Optical Modulator Market is projected to experience significant growth, expanding from USD 5.0 十亿 2023 兑美元 10.8 十亿 2028, 以复合年增长率 (复合年增长率) 的 16.45% 在预测期内 (2023-2028).

Optical modulators play a crucial role in fiber-optic networks. Similar to how transistors act as switches for electronic signals, optical modulators act as switches for optical signals. Since optical communication primarily utilizes light, the function of modulators is to control the activation and deactivation of light, enabling the transmission of binary signals over optical fibers.

The growing penetration of the Internet, coupled with advancements in 5G and data center infrastructure, is expected to drive the demand for optical modulators throughout the forecast period. Companies are continuously undertaking initiatives to provide enhanced services through optical communication solutions. The demand for increased bandwidth driven by 5G, Artificial Intelligence (AI), and Internet of Things (物联网) applications further contributes to the market growth. Leveraging high symbol rate systems allows for higher per-wavelength information rates, reducing the cost-per-bit in optical systems.

Despite the advantages, slow commercialization and the need to balance performance, cost, and efficiency remain significant challenges in the optical modulators market.

Post-COVID-19, the demand for broadband is expected to propel the optical modulators market. The pandemic has accelerated the need for faster internet services, as evidenced by the projected doubling of fiber optic broadband lines in Europe over the next six years, according to the FTTH Council. The European Union and Britain are expected to witness high-speed fiber passing through approximately 202 million households within the next four years, a significant increase from the previous 88.1 million in the past three years.

市场细分

市场根据多种因素进行细分, 包括类型, 应用, 和地区.

按类型细分
Amplitude Modulators
Polarization Modulators
Phase Modulators
Analog Modulators
Other Types

按应用细分
Optical Communication
Fiber Optic Sensors
Space and Defense
Industrial Systems

按地区细分
北美
欧洲
亚太地区
世界其他地区

在 2022, the Polarization Modulators segment dominated the market with a share of 45.08% 预计将以复合年增长率增长 (复合年增长率) 的 18.65% 在预测期内. Compared to conventional wireless communication techniques such as frequency, amplitude, or phase modulations, polarization modulation offers an additional degree of freedom for carrier wave modulation. It enables simpler transceiver designs and enhances physical-layer security in wireless communication systems due to its vector-attribute and direction-dependence features. 而且, achieving high-speed and stable optical communication requires full control over light propagation characteristics, with polarization playing a crucial role, especially in long-haul optical communication systems. Polarization modulation is thus a critical technology for addressing polarization-related impairments in optical communication systems.

The Optical Communication segment held the largest market share of 47.46% 在 2022, and it is expected to grow at a CAGR of 17.36% over the forecast period. Optical communication involves the use of light instead of electrical current to transmit signals to remote destinations. It relies on optical fibers as the means of signal transmission. The key components of an optical communications system include modulator/demodulator, transmitter/receiver, light signal, and transparent channels.

Optical communication offers several advantages, including low loss, high bandwidth, absence of electromagnetic interference, and extended transmission range. With the exponential growth of global data traffic and the anticipated increase in the number of 5G and smart devices, the demand for faster services has been on the rise. 然而, data traffic bottlenecks can occur in environments such as 5G infrastructures and data centers, primarily due to the optical connectivity between systems. To meet the growing demand for bandwidth, companies have been actively developing optical communication solutions. Leveraging high symbol rate systems can increase the information rate per wavelength and reduce cost-per-bit in optical systems. Optical modulators are crucial for achieving faster data rates, more efficient switching techniques, and intelligent network architectures that can dynamically adapt to traffic patterns while remaining cost-effective. 这一趋势预计将持续下去, with laboratory breakthroughs being deployed in practical applications, ushering in a new generation of fiber optics communications.

North America had the largest market share of 38.55% 在 2022, and this region is projected to grow at a CAGR of 16.18% 在预测期内. This growth can be attributed to the increasing investments by telecommunication companies in 5G/LTE infrastructure. The extension of fiber deep into the network is critical for fully realizing the potential of 5G in the United States. 然而, the current fiber density in access networks falls short of meeting the demand and achieving the necessary bandwidth advancements for innovation and economic growth. The FTTX council has stated that eight times more extensive optical fiber networks will be needed to fully benefit from 5G infrastructure, 与超过 89% of the traffic relying on fiber networks and only 11% on mobile networks.

The Asia-Pacific region is expected to experience the fastest growth. In Japan, the electronic products industry, one of the world’s largest, is a major driver of optical modulator demand. The production value of electronic devices in Japan witnessed a 10.6% growth in 2021 与上年相比, reaching approximately JPY 3.94 trillion (~USD 29.564 十亿). The increasing disposable income and preference for smart homes and business environments in Japan contribute to the growth of consumer electronics, thereby driving the demand for optical modulators. 此外, growing concerns about energy consumption in the region have led to the adoption of smart building solutions, which rely on real-time adjustments based on weather conditions and occupancy levels. These energy-efficient buildings can significantly reduce costs and carbon footprints. 在中国, the implementation of 5G is a key driver of optical modulator demand. The country aims to have 2 million installed 5G base stations by 2022, 与超过 500 million 5G users nationwide. The rising number of 5G-enabled devices and smartphones compatible with 5G networks further accelerates the demand for optical modulation solutions in the Asia-Pacific region.

竞争格局

The market for Optical Modulators exhibits a high degree of fragmentation, attributable to the coexistence of global corporations and small to medium-sized enterprises. Thorlabs Inc., Lumentum Holdings Inc., AA Opto-Electronic, Fujitsu Optical Components Limited, Gooch & Housego plc, Lightwave Logic Inc., Hamamatsu Photonics K.K., APE GmbH, Conoptics Inc., L3harris Technologies Inc., and AMS Technologies AG are among the key players operating in this industry. These players are actively employing strategies such as partnerships and acquisitions to strengthen their product portfolios and establish a sustainable competitive advantage.

最新行业发展

在十二月 2022, Lightwave Logic, a technology platform company, showcased its exceptional figure-of-merit performance for modulators using electro-optical polymers and a plasmonic device design in collaboration with Polariton Technologies. By harnessing their proprietary electro-optic polymers, Lightwave Logic enables the transmission of data at higher speeds while consuming less power. These optical devices have demonstrated the potential to support PAM4 200G lanes in the years 2023 和 2024, achieving at least twice the speed of these lane configurations.

在六月 2022, Hamamatsu Photonics, through its subsidiary Photonics Management Europe S.R.L., completed the acquisition of N.K.T. Photonics A/S, a Danish company specializing in the manufacturing and sale of laser equipment components.

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