Silicon Photonics Market Report Highlights $2.1B in Photonic Quantum Computing Private Capital in 2025

Industry
โดย GlobeNewswire·Read original
Summary · why it matters

A new report on the global silicon photonics market forecasts growth through 2037, noting that photonic quantum computing attracted roughly US$2.1 billion in private capital in 2025, overtaking superconducting systems. The report, titled "Silicon Photonics, LPO/LRO and NPO/CPO: Global Market 2027-2037," frames the market around AI-driven data communications and the newly commercial photonic-quantum segment, quantifying the transition to co-packaged optics, near-package optics, and linear-drive pluggable and receive optics. It details the evolution of optical transceivers, with 1.6-terabit transceivers commercialized in 2026 and 3.2T expected to sample around 2027, and covers competing platforms, manufacturing challenges, and divergent CPO ecosystems from NVIDIA and Broadcom. The analysis includes market sizing with base, bull, and bear scenarios, unit shipments, and CAGRs, along with 160 company profiles.

Impact on stocks 2

Artificial Intelligence▲ · 2 stocks
Broadcom Inc
AVGO
▲ PositiveTechnologyrelevance

Report highlights Broadcom's divergent CPO ecosystem as a key platform in the silicon photonics market.

NVIDIA Corporation
NVDA
▲ PositiveTechnologyrelevance

Report highlights NVIDIA's divergent CPO ecosystem as a key platform in the silicon photonics market.

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