New Report | Silicon Photonics and Photonic Integrated Circuits
2026年4月7天
According to IDTechEx, the photonic integrated circuit and silicon photonics market for optical transceivers in datacom and quantum technologies will reach $50 billion by 2036, with a robust compound annual growth rate (CAGR) of 21.9%. The vast majority of market value will come from PIC-based optical transceivers to meet increasing demands for high-speed data processing and communication in advanced computing applications. PICs for various quantum technologies will emerge later in the forecast period as a small but significant driver of revenue.
IDTechEx's newly-released "Silicon Photonics and Photonic Integrated Circuits 2026-2036: Technologies, Markets, and Forecasts", offers an in-depth assessment of the latest advancements in PIC technologies. The report comprehensively analyses the key technologies and components including modulators, light sources, waveguides, and material platforms for photonics, as well as assessing the supply chain, market dynamics, and end-use applications. It also assesses the emerging "wide-and-slow" architecture offered by MicroLED interconnect technologies. Comprehensive and detailed market forecasts and analyst insight are included, offering IDTechEx's view of how the photonics market is set to evolve over the coming decade.
The report is based on extensive research and interviews with industry experts and provides valuable insights for anyone interested in the future of photonic integrated circuits.
Silicon Photonics and Photonic Integrated Circuits 2026-2036: Technologies, Markets, and Forecasts provides a comprehensive analysis, covering:
- Key Player Analysis for the High-Performance PIC-based Transceiver Market.
- A breakdown of Co-Packaged Optics and its key concepts.
- Analysis of Photonic Integrated Circuits for Quantum Systems.
- Benchmarks and comparisons of photonic materials, with an industry breakdown by material. It also includes an insight into emerging materials such as Thin-Film Lithium Niobate (TFLN) and Barium Titanite (BTO).
- Photonic Integrated Circuit Fundamentals and Key Concepts, breakdown of key components.
- Modulators, Mach-Zender, Micro-Ring, and Electroabsorption Modulators.
- Lasers, (CW) continuous wave, EML (externally modulated lasers), VCSEL (vertical cavity surface emitting lasers).
- Waveguides and other passive components.
- An overview of PIC manufacturing and integration techniques.
- MicroLED optical interconnect as a solution to the beachfront density crisis.
- Deep supply chain analysis from EDA (electronic design automation) to OSAT (outsourced assembly and test).
Market Forecasts:
- 10-year Total Photonic Integrated Circuit Market Forecast.
- 10-year PIC Transceivers for AI, Data Centers and HPC (Datacom) Unit Shipments Forecast
- 10-year PIC Transceivers for Datacom Cost per Gbps Forecast
- 10-year PIC Transceivers for Datacom Market Forecast
- 10-year AI Accelerator Unit Shipments Forecast
- 10-year Quantum PIC Market Forecast
- US PIC-based Transceiver Forecasts
For the full report details and sample pages, reach out to our team at research@IDTechEx.com, or visit www.IDTechEx.com/PIC.