光トランシーバー市場の規模、シェア、成長分析 : 2024-2032年までの予測

世界の光トランシーバー市場規模は、2024年には126.2億米ドルと評価されました。市場は2025年の147億米ドルから2032年には425.2億米ドルに拡大し、予測期間中に16.4%の年平均成長率（CAGR）を示すと予測されています。北米は2024年に世界の光トランシーバー市場シェアの36.05%を占め、市場をリードしました。

光トランシーバは光通信の中核部分であり、機能回路や光インターフェースなどの光電子デバイスで構成されています。このトランシーバの主な役割は、電気信号を光信号に変換することです。このトランシーバは電子機器と光ファイバーケーブル間のギャップを埋めるのに役立つため、近年、一般的な光モジュールの重要な構成要素となっています。光ファイバートランシーバは主にB2B（企業間取引）製品であり、通信、データセンター、エンタープライズネットワーキング、その他のインフラ関連アプリケーションで使用されています。

KEY MARKET INSIGHTS

The global optical transceiver market size was valued at USD 12.62 billion in 2024. The market is projected to grow from USD 14.70 billion in 2025 to USD 42.52 billion by 2032, exhibiting a CAGR of 16.4% during the forecast period. North America dominated the global optical transceiver market with a share of 36.05% in 2024.

optical_transceiver_market

The optical transceiver is the core part of optical communication and comprises an optoelectronic device, such as a functional circuit and optical interface. The primary role of this transceiver is to convert electrical signals to light signals. As this transceiver helps to bridge the gap between electronic devices and fiber optic cables, it has become a significant part of the common optical module in recent years. Fiber transceivers are primarily business-to-business (B2B) products, used in telecommunication, data center, enterprise networking, and other infrastructure-related applications.

Market Dynamics

The optical transceiver market has seen rapid evolution, primarily fueled by the increasing volume of internet traffic and demand for higher bandwidth. These components play a crucial role in enabling high-speed data transmission over optical fiber networks, and they are foundational to data center, telecommunication, and enterprise applications.

The proliferation of emerging technologies such as artificial intelligence (AI), machine learning (ML), and the Internet of Things (IoT) has significantly amplified the need for faster, more reliable, and scalable data transmission systems. Optical transceivers, offering high bandwidth and low latency, are at the core of meeting these requirements.

Moreover, the global transition toward 5G networks is another prominent driver propelling the demand for high-performance optical transceivers. These components are essential for front-haul and back-haul data transmission in 5G infrastructure, helping telecom operators deliver enhanced speed and connectivity.

Competitive Landscape

The market is moderately consolidated with a few key players holding significant shares. Leading companies are focusing on strategic mergers, product innovations, partnerships, and capacity expansions to enhance their global presence. Some of the major players in the optical transceiver market include:

• Broadcom Inc.
• Cisco Systems, Inc.
• II-VI Incorporated
• Fujitsu Optical Components Ltd.
• Lumentum Operations LLC
• NEC Corporation
• Huawei Technologies Co., Ltd.
• Mellanox Technologies
• Accelink Technologies Co., Ltd.