Xunshi Optical Communication Electrical Chip Report: The market will decline in 2023, but it will still grow in the future - Xunshi Optical Communication Network (iccsz.com)

Abstract: In November 2023, ICC launched the optical communication market research report "Optical Communication Electrical Chips and Their Application Market Development Survey Report". The content of the report analyzes the development status of the global and Chinese optical communication electronic chip industry from the actual research, covering the production distribution of global optical communication electronic chips, the supplier competition pattern, the analysis of major suppliers, as well as the analysis and forecast of market size, demand and price trend.

ICC News In November 2023, Xunshi Consulting launched the 2023 "Survey Report on the Development of Optical Communication Electrical Chips and Their Applications". The content of the report analyzes the development status of the global and Chinese optical communication electronic chip industry from the actual research, covering the production distribution of global optical communication electronic chips, the supplier competition pattern, the analysis of major suppliers, as well as the analysis and forecast of market size, demand and price trend.

2022-2028 global optical communication electrical chip application market demand development

The market demand for optical communication electronic chips is mainly divided into the telecommunications market and the data communication market, and others such as lidar, sensing, ceremonies and other fields have a certain amount of use and are developing rapidly. Xunshi believes that there will be a relatively obvious decline in the telecom market in 2023, mainly due to the decline in demand for optical access networks, but the situation is expected to rebound in 2024. In addition, the demand for data communication market will remain strong for 5 years, mainly due to the strong demand for high-speed optical modules, especially 400G and above optical modules and AI/ML. However, the demand for low-rate electrical chips may face a decline, mainly affected by the overall rate upgrade of the application market.

From the perspective of the demand source of optical communication electronic chips, the demand for 10G and below is still the largest, especially for 2.5G and below electric chips, mainly because of the huge market size of access network PON modules. However, from the perspective of development trends, the demand for 2.5G and below will show a downward trend, mainly because with the completion of FTTH construction and deployment, FTTH users tend to be saturated, resulting in a gradual decline in demand. The demand for 10G will continue to rise in the next two years, mainly driven by the deployment of gigabit networks in China and around the world.

In the field of 25G and above, the demand for 100G optical modules has gradually slowed down in recent years, making 25G The TIA and LDD&LA markets are slowing down. In terms of 50G, it is mainly driven by 200G/400G optical modules. It is expected that in 2026, the 50G-related electric chip market will usher in a breakthrough period, and the key factors make China interested in 50G Deployment of PON system.

At the beginning of 2023, the development of the 800G industry chain was driven by the development of AI, and the performance of other markets did not meet expectations. According to Xunshi's analysis, the demand for 10G electric chips will decline by about 35% in 2023, and the decline in electric chips of 2.5G and below will also reach 25%.

About ICC

Xunshi Information Consulting Co., Ltd. was established in April 2001 by a group of communication industry experts, management experts and consulting experts in the international optoelectronic industry. It aims to provide comprehensive information services for the optical communication industry and promote the development of the optical communication industry. Since its establishment, Xunshi has always been based on the international frontier of management concepts, management tools, communication technology and market development, always maintain close contact with enterprises, listen to the most authentic voice, condense and disseminate the successful experience of professionals and excellent enterprises, and provide professional consulting and consulting services for the effective combination and successful application of management and communication.