コパッケージドオプティクス市場：タイプ別(CPO、NPO)、データレート別(1.6T未満、1.6T、3.2T、6.4T)、アプリケーション別(データセンターとハイパフォーマンスコンピューティング、通信とネットワーキング)、パッケージング技術別、地域別 - 2028年までの世界予測

Co-Packaged Optics Market by Type (CPO, NPO), Data Rates (less than 1.6 T & 1.6 T, 3.2 T, 6.4 T), Application (Data Center and High-performance Computing, and Telecommunication and Networking), Packaging Technology and Region - Global Forecast to 2028

コパッケージドオプティクス市場は、2023年の1500万ドルから2028年には4900万ドルに成長すると予測されており、予測期間中のCAGRは26.5％。コパッケージドオプティクス市場成長の主な要因には、超高精細ビデオス... もっと見る

出版社	出版年月	電子版価格	ページ数	図表数	言語
MarketsandMarkets マーケッツアンドマーケッツ	2023年10月26日	US$4,950 シングルユーザライセンスライセンス・価格情報注文方法はこちら	157	141	英語

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コパッケージドオプティクス市場は、2023年の1500万ドルから2028年には4900万ドルに成長すると予測されており、予測期間中のCAGRは26.5％。コパッケージドオプティクス市場成長の主な要因には、超高精細ビデオストリーミングの導入、データセンタにおけるAI/MLベースのユースケースのワークロード増加、データセンタ開発のための技術大手による投資拡大などがある。しかし、ネットワークの複雑化とスイッチあたりのファイバー数の増加は、今後の市場の課題として作用する。市場関係者にとっての主な成長機会は、教育や医療分野でのIoTやコネクテッドデバイスの普及である。
"予測期間中、通信・ネットワーク向け市場のCAGRが最も高くなる"
コパッケージドオプティクス市場では、通信とネットワーキング分野が予測期間中に最高のCAGRを示すと見られている。ストリーミング、クラウドコンピューティング、IoT、5Gなどのサービスによってデータトラフィックが急増したため、通信やネットワーキングのインフラストラクチャでは、より広帯域で低遅延の需要が高まっている。このため、CPOに対する需要が増加し、その結果、性能と効率が向上している。さらに、5GネットワークとIoTの増加は、相互接続ルーターとスイッチの需要を促進し、通信・ネットワーク業界のCPO需要をさらに押し上げている。

"6.4 Tが予測期間中最高のCAGRを記録する見込み"
コパッケージオプティクス市場の6.4Tセグメントは、予測期間で最高のCAGRを占めると見られている。6.4TのCPO開発は困難な課題であるが、高速で信頼性の高いデータ通信需要が急増しており、市場成長を牽引している。さらに、データセンターやハイパフォーマンス・コンピューティング（HPC）市場でも、今後ますます重要な役割を果たすと予想される。Skorpios Technologies社、Broadcom社、Marvell社など、多くの企業が6.4 T CPO製品を開発している。
"予測期間中、北米が他地域の中で最高シェアを占める"
予測期間中、北米がコパッケージドオプティクス市場を支配すると見られている。北米は、今後もコパッケージドオプティクス市場を支配し続け、最大の市場シェアを占めると見られている。これは、北米には多くの技術企業や研究開発施設があり、これが大きなイノベーションと技術進歩につながっているからである。
データセンター、通信、産業オートメーションなど、さまざまな産業で信頼性の高い高速光相互接続のニーズが高まっているため、今後数年で大きく成長すると見られている。5Gネットワークの導入とエッジコンピューティングインフラの拡大により、低遅延と広帯域の需要が高まっており、CPO技術に今後数年のビジネスチャンスが生まれる。
本レポートの主要参加企業の内訳は以下の通りである：
- 企業タイプ別ティア1：38%、ティア2：28%、ティア3：34
- 役職別Cレベル・エグゼクティブ - 40%、マネージャー - 30%、その他 - 30
- 地域別北米35％、欧州20％、アジア太平洋地域35％、アジア太平洋地域10
本レポートでは、コパッケージドオプティクス市場の主要プレイヤーをそれぞれの市場ランキング分析とともに紹介しています。本レポートでは、Broadcom（米国）、Molex（米国）、Marvell（米国）、RANOVUS（カナダ）、Ragile Networks Inc.（米国）、SENKO（米国）、Quanta Computer Inc.(日本）などがある。
調査範囲
この調査レポートは、コパッケージドオプティクス市場をタイプ、データレート、用途、地域に基づいて分類しています。同レポートでは、コパッケージドオプティクス市場に関連する主要な促進要因、阻害要因、課題、機会について解説し、2028年までの同市場を予測している。また、コパッケージドオプティクスのエコシステムにおける企業のリーダーシップマッピングと分析も行っています。
このレポートを購入する理由
本レポートは、コパッケージドオプティクス市場全体とサブセグメントの収益数の最も近い近似値に関する情報を提供し、この市場の市場リーダー/新規参入者に役立ちます。本レポートは、利害関係者が競争状況を理解し、自社のビジネスをより良く位置づけ、適切な市場参入戦略を計画するためのより多くの洞察を得るのに役立ちます。また、本レポートは、関係者が市場の脈動を理解し、主要な市場促進要因、阻害要因、課題、機会に関する情報を提供するのに役立ちます。
本レポートでは、以下のポイントに関する洞察を提供しています：
- 主な推進要因（データセンター開発へのハイテク大手による投資の拡大、データセンターにおけるai/mlベースのユースケースの作業負荷の増大、超高精細ビデオストリーミングの導入、データセンターの性能向上の必要性）、阻害要因（複雑な設計と製造プロセス、ネットワークの複雑性の増大）の分析、機会(教育やヘルスケア分野でのiotやコネクテッドデバイスの普及、5gネットワーク展開の増加)、課題(スイッチ当たりのファイバ数の増加、ファイバルーティングの複雑化、設置時のファイバ損傷リスク)がコパッケージオプティクス市場の成長に影響を与えている。

- 製品開発/イノベーション：コパッケージドオプティクス市場における今後の技術、研究開発活動、新製品・サービス投入に関する詳細な洞察

- 市場開発：有利な市場に関する包括的な情報 - 当レポートは様々な地域にわたるコパッケージドオプティクス市場を分析しています。

- 市場の多様化：新製品とサービス、未開拓の地域、最近の開発、およびコパッケージドオプティクス市場における投資に関する詳細な情報

- 競合評価：Broadcom（米国）、Molex（米国）、Marvell（米国）、RANOVUS（カナダ）、Ragile Networks Inc.（米国）、SENKO（米国）、Quanta Computer Inc.(日本)などが、コパッケージオプティクス市場に参入している。

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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

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Table of Contents

Summary

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.

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Table of Contents

ご注文は、お電話またはWEBから承ります。お見積もりの作成もお気軽にご相談ください。

本レポートと同分野（電子部品／半導体）の最新刊レポート

MarketsandMarkets社のSemiconductor and Electronics分野での最新刊レポート

本レポートと同じKEY WORD（data center）の最新刊レポート

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