2024年-2034年硅光子学和光子集成电路：市场、技术和预测

本报告全面分析了硅光子学和光子集成电路 (PIC) 市场。报告涵盖以下主题：

 

本报告基于广泛的研究和对行业专家的采访，为任何对光子集成电路的未来感兴趣的人士提供了宝贵的见解。

 

市场预测：

 

本报告涵盖的主要内容：

o 技术背景 - 什么是硅光子学？

o光子集成电路的关键概念

o SOI、碳化硅、铟化磷、铌酸锂薄膜、钛酸钡、聚合物和稀土金属讨论、基准和主要公司。

o 半导体能源危机

o 用于数据中心高性能收发器的光子集成电路

o用于设备互连的光子集成电路

o先进封装和共封装光学器件

o 混合集成： 共封装光学器件

o 面向人工智能和神经形态计算的光子引擎和加速器

o用于量子计算的光子集成电路

o基于光子集成电路的传感器

o基于光子集成电路的激光雷达

 

IDTechEx's report "Silicon Photonics and Photonic Integrated Circuits 2024-2034: Market, Technologies, and Forecasts" looks at key market players, emerging materials (such as TFLN, and BTO), and new applications such as AI, to forecast the growth of the Silicon Photonics and Photonic Integrated Circuit (PIC) market. IDTechEx also discusses emerging technologies, such as Programmable Photonics, Photonic Quantum Computers, and Co-Packaged Optics.

 

Photonic Integrated Circuits (PICs) are tiny optical systems made out of materials such as Silica (Glass), Silicon, or Indium Phosphide. PICs enable everything from complex optical designs that allow billions of bits of information to be sent and received in a package the size of a candy bar to artificial noses that can detect different compounds and molecules in the air around them.

 

By leveraging the billions of dollars in investment in the CMOS chips, PICs can unlock new processing scaling potential beyond Moore's law. However, there are still significant challenges for the PIC market, such as material limitations, integration complexity, and cost management. Large demand volumes are required to offset the initial cost of designing and manufacturing PICs, and production lead times can take months. IDTechEx's new PIC report thoroughly investigates the PIC market and has identified Photonic Transceivers for AI as an emerging segment that is soon to be the largest source of demand for PICs.

 

There is a wide variety of future PIC materials. Most of the current market uses Silicon and Silica-based PICs for light propagation, however, as an indirect semiconductor, Silicon is not an efficient light source or photodetector. Therefore, Silicon is usually combined with III-V materials for light sources and photodetection. Silicon's market dominance is set to continue, however, Thin Film Lithium Niobate (TFLN), with its moderate Pockels effect and low material loss, is emerging as a strong contender for applications that require high-performance modulation such as quantum systems or potentially high-performance transceivers in the future. Monolithic Indium Phosphide (InP) continues to be a major player due to its ability to detect and emit light. Additionally, innovative materials like Barium Titanite (BTO) and rare-earth metals are being explored for their potential in quantum computing and other cutting-edge applications.

 

The rise of Artificial Intelligence (AI) has spurred an unprecedented demand for high-performance transceivers capable of supporting the massive data rates required by AI accelerators and data centers. Silicon Photonics and PICs are at the forefront of this revolution, with their ability to transmit data at speeds of 1.6Tbps and beyond. As shown by Nvidia's latest Blackwell CPUs, which according to IDTechEx's research, require approximately two 800G transceivers per GPU, the need for efficient, high-bandwidth communication is becoming more critical for AI, positioning Silicon Photonics and PICs as essential components in the AI-driven future. The biggest driver of the development of PIC transceivers is AI, as higher-performance AI accelerators will require higher-performance transceivers, with 3.2Tbps transceivers expected to arrive by 2026.

 

Other applications for Silicon Photonics and PICs vary - from high-bandwidth chip-to-chip interconnects to advanced packaging and co-packaged optics, these technologies are paving the way for next-generation computing.

 

Photonic Engines and Accelerators: Using certain photonic components such as Mach-Zehnder Interferometers, and controlling these components through electro-optical interconnects, high-performance processors and programmable PIC devices can be designed and manufactured, unlocking higher performance than what is possible with electronic accelerators alone.

 

PIC-based Sensors: Certain PIC materials, such as Silicon Nitride, can used for a range of different sensors, from gas sensors to 'artificial noses'. The healthcare sensor industry may be able to take advantage of the miniaturization of optical components into PIC devices, which could see applications in Point-of-Care diagnostics or Wearables.

 

PIC-based FMCW LiDAR has the potential to transform the automotive and agricultural industries with applications in drones and autonomous vehicles.

 

Quantum Systems: Companies investing in Trapped Ion and Photon-based Quantum Computing are looking to PICs for more stable and scalable quantum systems. The challenge lies in achieving the precise control of photons necessary for quantum computation.

 

 

The market for Silicon Photonics and PICs is experiencing robust growth, driven by the surge in AI and datacom transceiver demand. Key players in the industry such as Intel/Jabil, Coherent, and Infinera are actively using PICs within their transceivers. Innolight, a China-based transceiver company, hit 1.6Tbps of transfer speed in their latest transceivers in late 2023, which are due to start shipping for data-center applications in 2024. Coherent, which has its own InP wafer fab facilities, is also developing higher-performance transceivers for 1.6T+ applications. Intel Silicon Photonics, which is potentially going to be acquired by manufacturing firm, Jabil, sold ~1.7 million PICs in 2023 according to IDTechEx's analysis, and is continuing to develop datacom and telecom transceivers. IDTechEx forecasts that PIC technology is to continue to dominate the high-performance transceiver market, further solidifying its position as a critical component in the modern technological landscape.

 

This report "Silicon Photonics and Photonic Integrated Circuits" includes a detailed examination of the latest innovations in Silicon Photonics and Photonic Integrated Circuits, key technical trends, analysis across the value chain, major player analysis, and granular market forecasts.

 

The main contents covered in this report:

 

 

 

 

This report includes several 10-year market forecasts based on conversations with industry insiders, analysis of key players (such as Nvidia, Coherent, Infinera, and more), as well as IDTechEx's expertise in data centers, 5G, autonomous vehicles, and LiDAR.

 

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