1. market size

According to data from the Champ Consulting Group,2022China's optoelectronic device industry revenue reached1154.6Billion yuan, year-on-year growth14.8%。2023The full year is expected to reach1320.9Billion yuan, year-on-year growth14.4%. Among them, the field of optical communications is the main application market for optoelectronic devices, accounting for more80%. Other application areas include optical display, optical storage, optical sensing, etc.

According to data from the Champ Consulting Group,2022The global optical module market reached69Billion US dollars, year-on-year growth14%. Among them, Chinese manufacturers occupy the global optical module market share.50%, Asahi Technology and Huawei were nearly14billion dollars in revenue.2023The global optical module market is expected to reach72Billion US dollars, year-on-year growth4%。

2. market structure

According to data from the Champ Consulting Group,2022The output of optoelectronic components in China reached10803.6Billion, down year-on-year.13.2%。2023Year1-3Monthly production reached3088Billion, year-on-year growth5.4%. From the product type,LEDis the most important product, accounting for more90%. Other products include laser diodes,PINDiode,APDDiodes, etc.

The global optical module market in 2022 is divided by rate,100GThe following low-rate products account28%，100G-400GThe percentage of medium-rate products is59%，400GThe proportion of high-rate products above is13%. By application, the data center is the largest application market, accounting55%, followed by the transmission network and the access network, respectively.25%and20%。

3. competition pattern

In 2022, the proportion of operating income of leading enterprises in China's optoelectronic devices industry is21%, of which Sanan Optoelectronics and Huagong Technology accounted for respectively.8.38%and6.78%. Other head enterprises include Zhongyi Asahi, Guangku Technology and so on. There are many levels of competition among industry participants and competition is fierce. The integration of mergers and acquisitions between industries has accelerated and competition in the industry has intensified.

2022 global optical module market head enterprises accounted for more50%, in which Asahi Technology andCoherentGet near, respectively.14$billion in revenue, ranking tied for first place. Other head companies include Cisco, Huawei, Guangxun Technology, Hisense Broadband and so on. Cisco and Huawei's huge resources in the field of network systems are expected to become the new leaders in the optical module market.

4. development trend

The eight hotspots for the optical communications industry in 2023 include:

Progress and Application of 400G/800G Coherence Technology

Large-scale commercial use of 400ZR/ZR modules

Fiber optic cable demand growth and capacity expansion

Independent Innovation and Domestic Substitution of Optical Chip

Integration and miniaturization of optical modules

Development and Application of Optical Switching and Optical Routing

The Intellectualization and Software of Optical Network

Fusion and Innovation of Optical Communication and Quantum Communication

Shangpu Consulting believes that optoelectronic devices are the foundation of the optical communication industry and an important support for other high-tech fields. With technological progress and changes in market demand, the optoelectronic device industry will face more opportunities and challenges. According to data from the Champ Consulting Group,2023China's optoelectronic device market will maintain steady growth, but also need to pay attention to cost pressures, technical barriers, market competition and other factors. The optoelectronic device industry should strengthen independent innovation capabilities, improve product quality and performance, expand new applications, and enhance market competitiveness.