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Shangpu Consulting: Analysis of the current situation and prospects of the optoelectronic device market in 2023

2024-07-18 10:32:32  来源:尚普咨询  浏览量:0

1. market size

According to data from the Champ Consulting Group,2022年中国光电子器件行业营业收入达到1154.6Billion yuan, year-on-year growth14.8%2023The full year is expected to reach1320.9Billion yuan, year-on-year growth14.4%。其中,光通信领域是光电子器件的主要应用市场,占比超过80%。其他应用领域包括光显示、光存储、光传感等。

According to data from the Champ Consulting Group,2022年全球光模块市场规模达到69Billion US dollars, year-on-year growth14%。其中,中国厂商占据了全球光模块市场份额的50%,旭创科技和华为分别获得近14亿美元的收入。2023年全年预计全球光模块市场规模将达到72Billion US dollars, year-on-year growth4%

二、市场结构

According to data from the Champ Consulting Group,2022年中国光电子元器件产量达到10803.6亿只,同比下降13.2%2023Year1-3月产量达到3088Billion, year-on-year growth5.4%。从产品类型来看,LED是最主要的产品,占比超过90%。其他产品包括激光二极管、PIN二极管、APD二极管等。

2022年全球光模块市场按照速率划分,100G以下的低速率产品占比为28%100G-400G的中速率产品占比为59%400G以上的高速率产品占比为13%。按照应用划分,数据中心是最大的应用市场,占比为55%,其次是传输网和接入网,分别占比为25%and20%

3. competition pattern

2022年中国光电子器件行业头部企业营业收入占比为21%,其中三安光电和华工科技分别占比为8.38%and6.78%。其他头部企业包括中际旭创、光库科技等。行业参与者竞争层次众多,竞争激烈。行业间并购整合加速,行业竞争加剧。

2022年全球光模块市场头部企业占比超过50%,其中旭创科技和Coherent分别获得近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:

400G/800G相干技术的进步和应用

400ZR/ZR+模块的规模化商用

光纤光缆的需求增长和产能扩张

光芯片的自主创新和国产替代

光模块的集成化和小型化

光交换和光路由的发展和应用

光网络的智能化和软件化

光通信与量子通信的融合和创新

尚普咨询认为,光电子器件是光通信行业的基础,也是其他高技术领域的重要支撑。随着技术进步和市场需求的变化,光电子器件行业将面临更多的机遇和挑战。据尚普咨询集团数据显示,2023年中国光电子器件市场将保持稳定增长,但也需要关注成本压力、技术壁垒、市场竞争等因素的影响。光电子器件行业应加强自主创新能力,提高产品质量和性能,拓展新的应用领域,提升市场竞争力。



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