光子集成電路市場：新的可能性

光子集成電路 (PIC) 是一種具有多種光子功能的光學芯片。 PIC 是電子集成電路 (EIC) 的間隙對應物，後者主要用於數據通信。 PIC具有通過光介質傳輸數據的能力，將成為電信和數據中心領域通信的有效工具。 PIC在傳感領域也很有效，因為光是傳感器中檢測物質的有效介質。

本報告考察了全球光子集成電路 (PIC) 市場，並提供了市場概覽、戰略要務、增長機會等。

內容

戰略要務

• 為什麼增長越來越難？
• 戰略要務
• 三大戰略要務對光子集成電路的影響
• 增長機會加速增長管道引擎
• 調查方法
• 主要發現

增長機會分析

• 分析範圍
• 受光子集成電路 (PIC) 影響的行業細分
• 增長動力
• 抑制增長的因素

技術景觀

• PIC 技術概述
• PIC 的優勢
• PIC 架構
• PIC光學元件
• PIC 製造部
• PIC 製造方面的創新
• 促進採用 PIC 的趨勢

研發計劃

• 光學兼容材料
• PIC 的製造和光學處理器的研究

發展戰略

• 增加雲計算和持續研發
• 政府舉措，美國和加拿大
• 歐洲和亞太地區的政府舉措
• 對新產品開發的投資
• 投資於 PIC 製造和產品商業化
• 在 PIC 製造和封裝方面的戰略合作夥伴關係
• 全球聯盟通過資金和基礎設施支持推動 PIC 技術進步

機會分析

路線圖

• 技術路線圖

專利趨勢分析

活躍的公司

• Ayar Labs
• Salience Labs
• EFFECT Photonics
• LIGENTEC
• NEON Photonics

增長機會領域

• 增長機會 1：供應鏈生態系統整合
• 增長機會 2：導航和信息娛樂
• 增長機會 3：生物光子醫療設備和傳感器

主要聯繫人

附錄

下一步

High competitive intensity due to growing adoption in high-speed communication, optical sensing, and imaging

A photonic integrated circuit (PIC) is an optical chip that accommodates multiple photonic functions. PIC will address gaps in electrical integrated circuits (EICs), primarily those used in data communication. The capability of PICs to transmit data in an optical medium makes them an effective tool for communication in telecom and data center sectors. In sensors, light is an effective medium for material detection, so PICs are effective in sensing applications as well.

Research and development (R&D) effort to improve the performance parameters of PICs and to determine new materials (III-V materials) is an ongoing process. The steady influx of investment, various government initiatives, and the efforts of global consortiums support PIC-related R&D.

Participants in end-user industries, such as telecom, automotive, and healthcare, are increasingly investing in PICs, as they enable emerging technologies, such as 5G, autonomous vehicles, augmented reality/virtual reality, and advanced medical imaging. The laser-based communication in space sector is another major area of interest for PICs.

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?The Strategic Imperative 8™: Factors Creating Pressure on Growth
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives of the Photonic Integrated-circuit Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™
• Research Methodology
• Key Findings

Growth Opportunity Analysis

• Scope of Analysis
• Segmentation of Industries Impacted by PICs
• Growth Drivers
• Growth Restraints

Technology Landscape

• PIC Technology Snapshot
• Advantages of PICs
• PIC Architecture
• Optical Components in PICs
• PIC Manufacturing Segments
• Innovation in PIC Manufacturing
• Trends Driving PIC Adoption

R&D Initiatives

• Optically Compatible Materials
• PIC Fabrication and Optical Processor Research

Developmental Strategies

• Increase in Cloud Computing and Sustained R&D
• Government Initiatives, US & Canada
• Government Initiatives, Europe & APAC
• Investments in New Product Development
• Investments in PIC Fabrication and Product Commercialization
• Strategic Partnerships in PIC Fabrication and Packaging
• Strategic Partnerships in PIC Fabrication and Packaging (continued)
• Global Consortiums Driving Technical Advancements in PICs Through Funding and Infrastructure Support

Opportunity Analysis

• End Markets Driving the Demand for PICs
• Precision Navigation and Data Communication
• Medical Imaging and Missile Guidance
• Food Yield Optimization and Space Communication
• Industry Prioritization Matrix for PICs
• PIC Innovation Disrupting Sensing and Communication-based Applications
• PIC Innovation Disrupting the Automotive and Healthcare Sectors
• Implementation Case 1: Ella Link, Ireland; Infinera Corporation, US
• Implementation Case 1: AutoX Inc., China; SiLC Technologies, Inc., US

Roadmap

• Technology Roadmap

Patent Trend Analysis

• Focus on Enabling High-speed Optical Communication
• Focus on Fabrication, Packaging, and PIC Application

Companies to Action

• Ayar Labs, US
• Salience Labs, UK
• EFFECT Photonics, the Netherlands
• LIGENTEC, Switzerland
• NEON Photonics, South Korea

Growth Opportunity Universe

• Growth Opportunity 1: Supply Chain Ecosystem Consolidation
• Growth Opportunity 1: Supply Chain Ecosystem Consolidation (continued)
• Growth Opportunity 2: Navigation and Infotainment
• Growth Opportunity 2: Navigation and Infotainment (continued)
• Growth Opportunity 3: Biophotonic Medical Devices and Sensors
• Growth Opportunity 3: Biophotonic Medical Devices and Sensors (continued)

Key Contacts

• Key Contacts

Appendix

• Technology Readiness Levels (TRL): Explanation

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