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Will the global silicon photonic chip market reach $3 billion in 2029?
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Author : JIUZHOU
Update time : 2024-05-31 09:55:03
Market experts expect sales of silicon photonic chips to grow from $800 million in 2023 to over $3 billion in 2029. If silicon photonic PIC includes TFLN, sales could reach $3.8 billion by 2029.
Recently, a market institution updated its forecasts for silicon photonics, LPO and CPO.
The need for optical connections in AI clusters has increased, boosting the market share of gallium arsenide VCSELs.
What is silicon photonic technology?
It uses laser beams instead of electronic signals to transmit data. A low-cost, high-speed optical communication technology based on silicon photonics. Intel Labs has successfully created a data connection using silicon photonics and a hybrid silicon laser technology.
It uses standard silicon to send and receive optical information between computers and other electronic devices. Unlike transistors, which mainly rely on ordinary silicon materials. The base material it uses is glass. Since light is transparent to glass, no interference will occur.
Therefore, in theory, we can transmit signals by integrating optical waveguide pathways in glass. Suitable for large-scale communication within a computer and between multiple cores. Its biggest advantage is that it has a fairly high transmission rate. It can make data transmission between processor cores 100 times faster or even higher.
A market institution predicts that the market share of GaAs and InP transceivers will go down. At the same time, the share of SiP and TFLN PICs will go up. We expect this change to happen gradually over time.
Using linear-drive pluggable optics and co-packaged optics will increase the market share of SiP and TFLN devices.
Experts believe that the market for silicon photonic chips will increase significantly. Analysts expect it to grow from $800 million in 2023 to over $3 billion by 2029.
Currently, there is low demand for PICs with TFLN modulators. However, experts project that the demand will reach $750 million by the end of 2029.
Sales of bulk LiNbo3 modulators for traditional DWDM transceivers will keep decreasing and will be low by 2029.
Companies making TFLN products are joining forces to accelerate the development of the supply chain. A market organization expects more companies to invest in the infrastructure required to expand TFLN wafer and PIC production.
Silicon photonics will serve as a unified platform for TFLNs. Silicon photonic PICs include TFLNs. We expect the revenue from these products to reach almost $3.8 billion by 2029.
Recently, a market institution updated its forecasts for silicon photonics, LPO and CPO.
The need for optical connections in AI clusters has increased, boosting the market share of gallium arsenide VCSELs.
What is silicon photonic technology?
It uses laser beams instead of electronic signals to transmit data. A low-cost, high-speed optical communication technology based on silicon photonics. Intel Labs has successfully created a data connection using silicon photonics and a hybrid silicon laser technology.
It uses standard silicon to send and receive optical information between computers and other electronic devices. Unlike transistors, which mainly rely on ordinary silicon materials. The base material it uses is glass. Since light is transparent to glass, no interference will occur.
Therefore, in theory, we can transmit signals by integrating optical waveguide pathways in glass. Suitable for large-scale communication within a computer and between multiple cores. Its biggest advantage is that it has a fairly high transmission rate. It can make data transmission between processor cores 100 times faster or even higher.
A market institution predicts that the market share of GaAs and InP transceivers will go down. At the same time, the share of SiP and TFLN PICs will go up. We expect this change to happen gradually over time.
Using linear-drive pluggable optics and co-packaged optics will increase the market share of SiP and TFLN devices.
Experts believe that the market for silicon photonic chips will increase significantly. Analysts expect it to grow from $800 million in 2023 to over $3 billion by 2029.
Currently, there is low demand for PICs with TFLN modulators. However, experts project that the demand will reach $750 million by the end of 2029.
Sales of bulk LiNbo3 modulators for traditional DWDM transceivers will keep decreasing and will be low by 2029.
Companies making TFLN products are joining forces to accelerate the development of the supply chain. A market organization expects more companies to invest in the infrastructure required to expand TFLN wafer and PIC production.
Silicon photonics will serve as a unified platform for TFLNs. Silicon photonic PICs include TFLNs. We expect the revenue from these products to reach almost $3.8 billion by 2029.
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