资源描述
|/25G 2.5G 10G/LightCounting 2022 27 2027 56 CAGR 16%AI OpenAI ChatGPT AIGC AIGC 1 AIGC 2 AIGC 3 IDM 2020 10G 25G 2.5G 25G VCSEL Sicoya Sicoya VCSEL DFB LED Sicoya/2023 03 26 021-63325888*8514 S0860514050005 BPT856 S0860522090002 2 1.5 1.1.5 1.2.6 2.8 3/.11 3.1.11 3.2+.13 3.3.17 4.19 4.1 IDM.19 4.2.23 4.3.24 4.4.27 4.5 LED.30 4.6.31.32 ZXCXvMmRmPrQrPsRmRqPrQaQ9R6MpNrRoMpMjMqQtQiNsQpQ8OqQwOvPoNvNNZtOsP 3 1.5 2.5 3.5 4.6 5.6 6 MOCVD MBE.7 7 25G DFB.7 8.8 9(SFP+).8 10.8 11.9 12.9 13.10 14.10 15 2021 10G.10 16 2018-2027E.11 17 2018-2027E.12 18 2018-2027E.12 19.13 20 2019-2024E.13 21.13 22.14 23 PON.14 24 2018-2027E.14 25 2017-2022 5G.15 26 4G 5G.15 27 2019-2025E.15 28 2020-2027E.15 29.16 30.16 31 2020-2027E IDC.16 32 2015-2021.16 33 Top 5.16 34 3.16 4 35.17 36.18 37 FMCW.18 38 2021-2030E.18 39.19 40.20 41.20 42 2018-2022 E.21 43 2019-2022H1.21 44 2018-2022H1.22 45.22 46.23 47.23 48.24 49.25 50.25 51 2018-2022 E.26 52 2018-2021H1.26 53.27 54.27 55.28 56.28 57.29 58 2018-2022 E.29 59 2018-2021.30 60 2018-2021.30 61.30 62.31 63.31 64.32 5 1 1.1 1 2 PLC AWG(EEL)(VCSEL)PIN(PIN-PD)APD()3 VCSEL 800-900nm 500 FP 1310-1550nm DFB 1270-1610nm EML 1270-1610nm PIN 830-860/1100-1600nm APD 1270-1610nm 6 1.2/4/5 IDM Fabless IDM IDM 7 MOCVD MBE MOCVD MBE 6 MOCVD MBE MBE MOCVD/10-1000mbar III-V 7 25G DFB 2012 2019 15W 2020 18W 25W 2021 30W 8 8 2 TOSA ROSA 9(SFP+)10 IMT2020(5G)PCB 73%80%85%10Gbs 30%10Gbs-25Gbs 40%25Gbs 60%9 11 12 25G IDM 2020 10G 25G 2.5G 10 25G VCSEL Sicoya Sicoya VCSEL DFB 13 14 2020 2021 1 II-VI Lumentum 2 Broadcom 3 II-VI 4 5 Cisco 6 Broadcom 7 Intel 8 Lumentum 9 10 2.5G ICC 2021 90%10G 2021 60%10G 10G VCSEL/EML 40%25G 5G 5G 25G DFB 25G DFB 2021 25G 20%25G 5%15 2021 10G 10G 10G VCSEL/EML 40%25G 20%25G 5%11 3/AI OpenAI ChatGPT AIGC AIGC 1 AIGC 2 AIGC 3 3.1 LightCounting 2022 14%2022-2027 CAGR 10%2027 200 WDM CWDM DWDM LightCounting 10%16 2018-2027E LgihtCounting LightCounting 2022 27 2027 56 CAGR 16%PAM4 DWDM DSP PAM4 DWDM DWDM 0%2%4%6%8%10%12%14%16%18%0501001502002502018 2019 2020 2021 2022E 2023E 2024E 2025E 2026E 2027EFTTx CWDM/DWDM/12 17 2018-2027E LightCounting LightCounting 2018 15%2025 25%20%50%70%AI 18 2018-2027E LightCounting ICC 2019-2024 5G 0%5%10%15%20%25%30%35%01020304050602018 2019 2020 2021 2022E 2023E 2024E 2025E 2026E 2027E/()0%5%10%15%20%25%30%2018 2019 2020 2021 2022E 2023E 2024E 2025E 2026E 2027E 13 19 20 2019-2024E Modor Intelligence ICC GBIC SFP QSFP-DD OSFP 21 3.2+PON AON PON FTTH OLT ONU ODN OTN OLT ONU ODN OLT ONT FTTH ONU PON EPON/GPON 1.25G/2.5G 10G OTN OTN SDH WDM WDM 0%20%40%60%80%100%2019 2020 2021E 2022E 2023E 2024E25G 25G 10G 2.5G 14 22 23 PON fiber-optic-transceiver-module Semantic Scholar Light Counting 2027 100 FTTx FTTx 2021 11 5G IPv6 24 2018-2027E Light Counting 5G 2022 1083 5G 231 21%7pct 2022 5G 89 5G-5%0%5%10%15%20%25%0204060801001202018 2019 2020 2021 2022E 2023E 2024E 2025E 2026E 2027E/()15 25 2017-2022 5G 26 4G 5G FS 4G 5G 10G 25G 10km-80km 10G 25G 50G 100G 200G 10G 25G 50G 5G ASP 5G 27 2019-2025E 28 2020-2027E Omdia Spine-Leaf 0%5%10%15%20%25%020040060080010002017 2018 2019 2020 2021 20224G()5G()5G 010203040502019 2020 2021 2022E 2023E 2024E 2025E/0501001502002503002020 2021F 2022F 2023F 2024F 2025F 2026F 2027F5G 5G 4G 16 29 30 fiber-optic-transceiver-module ICC CAGR 11%Statista IDC 2020 1700 2027 3600 CAGR 11%2015-2021 6000 31 2020-2027E IDC 32 2015-2021 Statista 100G 400G 800G LightCounting 2026 800G 18 25G 33 Top 5 34 3 050010001500200025003000350040002020 2027E IDC/010002000300040005000600070002015 2016 2017 2018 2019 2020 2021/17 Light Counting 800G Pluggable MSA 3.3 35 ToF FMCW ToF CMOS FMCW 1550nm FMCW 905nm 150-200 1550nm FMCW 1550nm 0510152040G 100G 200G 400G 800G 18 100-150mW FMCW 36 37 FMCW LightCounting 2021 1 2030 156 CAGR 66%2021 Valeo 5 38 2021-2030E LightCounting 1156-20 40 60 80 100 120 140 160 1802021 2030E 19 4(688498)(000988)(688048)(688167)(300303)(600703)4.1 IDM 2.5G 10G 25G 4G/5G C&C 2020 InP 10G 25G 2.5G 39 2.5G 1270/1310/1490/1550nm DFB PON GPON 10G-PON XG-PON 40km/80km 10G 1270nm DFB 1310nm FP 1310nm DFB CWDM 6 DFB 10G-PON XGS-PON 4G/5G 25G CWDM 6 DFB LWDM12 DFB MWDM 12 DFB CWDM 4 DFB LWDM 4 DFB 5G 100G 50G PAM4 CWDM 4 DFB 200G 1270/1290/1310/1330nm 25/50/70mW 100G/200G/400G IDM 2020 2.5G 1490nm DFB A 10G 1270nm DFB 10G-PON XGS-20 PON 25G MWDM 12 DFB 5G AT&T 40 A1 A AT&T IDM MOCVD 2020 41 20182021 0.7 2.3 CAGR 49%1600 9500 CAGR 81%2020 5G 25G DFB 2021 5G 25G DFB 10G 21 10G-PON 2022 2.8 22%1 5%2021-2022 10G-PON 10G 1270nm DFB 2.5G 1270nm DFB 42 2018-2022 E wind 2022E 2022H1 78%2.5G 1270/1310/1490/1550nm 10G 1270nm DFB 10G-PON 2020 25G 25G CWDM 4 DFB 43 2019-2022H1 wind 60%2020 10G 25G 2021 5G 25G 2022 0.00.51.01.52.02.53.02018 2019 2020 2021 2022E/00.511.522.52019 2020 2021 2022H1 22 25G 25G 80%2020 5G 25G CWDM 6/LWDM 12/MWDM 12 DFB 90%2021 25G 25G CWDM 4 DFB 25G 2022 25G 44 2018-2022H1 wind IPO 10G 25G 50G 10G 25G 50G 45/10G 25G 5.7 10G 25G 50G 1.2 50G 1.4 0%10%20%30%40%50%60%70%80%90%100%2018 2019 2020 2021 2022H1 2.5G 10G 25G 23 4.2 5G F5G 5G to B+46 2022 470%100G/200G/400G 800G 2022 5G 10G-400G CFP2/QSFP-DD 21%(Joinsite)5G RHUB 25G PON 50G PON 2022 47 100G/200G/400G 800G 2022 5G 10G-400G CFP2/QSFP-DD 25G PON 50G PON 24 5G 25G 2022 3 4.3 VCSEL/IDM 3 吋 6 吋 30W 250W CW 1000W QCW VCSEL 60%48 VCSEL VCSEL 25 49 50 VCSEL VCSEL 2018 0.9 2021 4.3 CAGR 67%2022 10%3.9 2020 2019 2022 1.3 9%95%2021 VCSEL 820 2022 26 51 2018-2022 E wind 2022E 2021 53%2018 22pct 18W 52 2018-2021H1 wind VCSEL IPO“”“VCSEL”“”VCSEL(2)(1)-1 2 3 4 52018 2019 2020 2021 2022E/0%10%20%30%40%50%60%70%80%90%2018 2019 2020 2021H1 VCSEL 27 53/6 VCSEL 3.1 VCSEL 1.4 4.4 LIMO 54 28 55 56 29 57 2020 50 2 2 Argo AI FlashLiDAR 2018-2022 2022 2022 5.5 16%2019 2020 2022 1.3 88%58 2018-2022 E wind 2022E LIMO 2018 42%2021 54%LIMO LIMO(2)(1)-1 2 3 4 5 62018 2019 2020 2021 2022E/30 59 2018-2021 60 2018-2021 wind wind IPO“”“”2600 307 61/2.4 2600 1.7 307 1.5 4.5 LED LED LED LED LED Mini/Micro LED LED Sicoya 2022 9 400G QSFP-DD DR4 800G OSFP/QSFP-DD DR8 1.2T OBO 800G DR8 OSFP QSFP-DD 100Gbps 1.2T 0123452018 2019 2020 2021 0%20%40%60%80%2018 2019 2020 2021 31 62 4.6 VCSEL DFB(APDs)(MPDs)10G VCSEL 25G VCSEL 63 PON 5G AOC 2022 2000/2600/2024 32 64 PON BOX 5G 25G 25G DFB AOC 33 Tabl e_Disclai mer 12/15%5%15%-5%+5%-5%5%-5%+5%-5%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer 前沿报告库是中国新经济产业咨询报告共享平台。行业范围涵盖新一代信息技术、5G、物联网、新能源、新材料、新消费、大健康、大数据、智能制造等新兴领域。为企事业单位、科研院所、投融资机构等提供研究和决策参考。扫一扫免费获取海量报告
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