Jun 23, 2020
According to the latest research and prediction of YoleDéVeloponment (hereinafter referred to as Yole), from 2019 to 2025, the global optical module market will develop rapidly with an annual compound growth rate of 15%, among which the demand for optical modules in the data communication market will increase greatly, with an annual compound growth rate of about 20%, and the telecom market will also achieve an annual compound growth rate of about 5%.
Yole gives the following opinions on the market analysis of optical modules:
The market size of optical modules will reach about 7.7 billion US dollars in 2019, which is expected to double to about 17.7 billion US dollars in 2025, with a compound annual growth rate of 15% in 2019-2025. It mainly benefits from the increase of 5G investment of global operators, and large cloud service operators begin to use more expensive high-speed modules (including 400g and 800g).
The global outbreak has affected the sales of global optical modules to a certain extent, and the total revenue is expected to increase moderately in 2020. However, the demand for optical modules in China is very strong, mainly benefiting from the deployment of 5G in China's new infrastructure and the rapid development of the cloud data center.
The shape design of the optical module tends to miniaturize, mainly to reduce power consumption. Within the module, optics and integrated circuits are becoming more and more compact. Because of the exponential growth of communication network capacity and the increasing number of optical ports, it has a huge impact on optical module technology.
Silicon light may be the key technology of future optical interconnection solutions to cope with the increasing traffic. This technology will play an important role in the application of 500-80 km distance. At present, the industry is committed to integrating InP laser directly into silicon chip to realize heterogeneous integration. Its advantages lie in scalable integration and eliminating the cost and complexity of optical packaging. The typical challenges of these lasers are efficiency reduction and optical power reduction at high temperatures.
The Yole analyst Eric Mounier said that in addition to improving the speed through integrated amplifiers, higher data throughput can also be achieved by integrating the most advanced digital signal processing chips, which provide different multi-level modulation technologies, such as pam4 or QAM. Another technique to increase the data rate is parallelization or multiplexing, which can use parallel fiber or different wavelengths to increase the capacity of a single fiber.
The progress in the integration of optical components technology has greatly reduced the complexity and cost of optical transceivers. The massive increase in bandwidth has reduced the cost of each transmission bit by 10 to 100 times.