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Photonics Market to grow by USD 321.9 Billion from 2024-2028, driven by cost-efficient transmission and 400G scalability, Report on AI-driven market transformation – Technavio

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NEW YORK, Nov. 29, 2024 /PRNewswire/ — Report with the AI impact on market trends – The global photonics market  size is estimated to grow by USD 321.9 Billion from 2024-2028, according to Technavio. The market is estimated to grow at a CAGR of  6.45%  during the forecast period. Reduction in transmission costs and scalability beyond 400g is driving market growth, with a trend towards emergence of optical data centers. However, availability of substitute technologies  poses a challenge.Key market players include AIO Core Co. Ltd., ams OSRAM AG, Ayar Labs Inc., Carl Zeiss AG, Corning Inc., Hamamatsu Photonics KK, II VI Inc., Infinera Corp., Innolume GmbH, Intel Corp., International Business Machines Corp., IPG Photonics Corp., Koch Industries Inc., NKT Photonics AS, Nokia Corp., OSCPS Motion Sensing Inc, Polatis Inc., RANVOUS Inc., Sicoya GmbH, and TRUMPF SE Co. KG.

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Forecast period

2024-2028

Base Year

2023

Historic Data

2018 – 2022

Segment Covered

Application (Consumer electronics, Displays, Safety and defense technology, Medical and healthcare, and Others), Product (WDM filters, Optical modulators, Optical interconnects, Photo detectors, and Others), and Geography (North America, Europe, APAC, Middle East and Africa, and South America)

Region Covered

North America, Europe, APAC, Middle East and Africa, and South America

Key companies profiled

AIO Core Co. Ltd., ams OSRAM AG, Ayar Labs Inc., Carl Zeiss AG, Corning Inc., Hamamatsu Photonics KK, II VI Inc., Infinera Corp., Innolume GmbH, Intel Corp., International Business Machines Corp., IPG Photonics Corp., Koch Industries Inc., NKT Photonics AS, Nokia Corp., OSCPS Motion Sensing Inc, Polatis Inc., RANVOUS Inc., Sicoya GmbH, and TRUMPF SE Co. KG

Key Market Trends Fueling Growth

The Photonics Market is experiencing significant growth, particularly in sectors like Healthcare, Information Technology, and Telecommunication. Light-based technology, including Lidar, 3D printing, and laser technology, are trending in industries such as Biotechnology, Biomedical Engineering, and Machine Vision Technology. In Healthcare, non-invasive procedures using medical lasers and OCT scanning are revolutionizing Women’s Health. Photonics plays a crucial role in 5G deployment with fiber optic cables and photonic integrated circuits. Economic growth is driven by photonics-based computing and data traffic in cloud-based services. Environmental considerations are important, with photonics-based devices offering energy efficiency, material waste reduction, and solar energy solutions. Strategic activities include defense operations, imaging systems for target acquisition, and photonics applications in aerospace, energy, and broadcasting. Companies like Hamamatsu Photonics, Celestial AI, and Corning are leading the way in this dynamic market. Competitive insights reveal opportunities in biometric identification, surveillance systems, and quantum computing. 

The data center market has experienced significant expansion due to the increasing popularity of cloud applications and big data analytics. Modern data centers consist of numerous servers, necessitating a large and efficient interconnection network. Wavelength Division Multiplexing (WDM) in optical technology offers terabit data transmission capabilities for such networks. Optical switching, an essential component of photonics, enables fast and energy-efficient intra-data center switching. The photonics industry is crucial in realizing ultra-high-speed optical switches. Disaggregation, a common practice, separates networking, storage, and power resources into modular racks, ensuring each server has its dedicated resources. 

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Market Challenges

The Photonics market encompasses various applications of light-based technology, including healthcare, information technology, and industrial sectors. Challenges in these areas include the development of non-invasive healthcare solutions using medical lasers and imaging technologies like OCT scanning for women’s health. In the information technology sector, the deployment of 5G networks and fiber optic cables require photonics-based solutions for data traffic management and cloud-based services. In the industrial sector, Lidar, 3D printing, and optical scanning systems are essential for industries like aerospace, energy, and manufacturing. The use of photonics in biotechnology and biomedical engineering is driving innovation in areas like machine vision technology and additive manufacturing processes. Environmental regulations and toxic chemicals pose challenges in photonics applications, necessitating the development of energy-efficient and environmentally friendly photonics-based devices. The market also includes applications in solar energy, sensors, defense operations, and imaging systems for target acquisition. Key players in the Photonics market include Hamamatsu Photonics, Celestial AI, and Corning. Strategic activities and competitive insights are crucial for businesses looking to capitalize on the economic growth opportunities in this sector. Photonics-based computing, fiber optic technology, and quantum computing are emerging areas of interest.Photonics, a technology that deals with the generation, manipulation, and detection of light, holds significant potential in various industries. However, its large-scale adoption can be challenged by alternatives like Vertical-Cavity Surface-Emitting Lasers (VCSELs). VCSELs are specialized laser diodes, currently utilized in fiber optic communications. They offer advantages such as increased efficiency and higher data transfer rates. During production, VCSELs enable process control and quality checks. Unlike edge-emitter lasers, VCSELs emit light perpendicularly, providing an edge in applications. Despite labor-intensive and material-intensive manufacturing, the predictable yield makes them a valuable investment for communication networks.

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Segment Overview 

This photonics market report extensively covers market segmentation by

Application 1.1 Consumer electronics1.2 Displays1.3 Safety and defense technology1.4 Medical and healthcare1.5 OthersProduct 2.1 WDM filters2.2 Optical modulators2.3 Optical interconnects2.4 Photo detectors2.5 OthersGeography 3.1 North America3.2 Europe3.3 APAC3.4 Middle East and Africa3.5 South America

1.1 Consumer electronics-  Photonics technology plays a crucial role in the consumer electronics industry, driving innovation in areas such as high-resolution screens and energy-efficient lighting. In the realm of displays, photonics enables the production of advanced screens for smartphones, tablets, and TVs through innovations in laser technology, such as ultrafast lasers. These advancements are essential for meeting the complex and precise manufacturing requirements of high-definition flat screens. Moreover, photonics is revolutionizing the lighting industry through the development of LED technology. LEDs consume significantly less energy than traditional lighting sources, making them a cost-effective and sustainable option. The display industry has seen the emergence of organic LEDs (OLEDs) and organic active-matrix LEDs (AMOLEDs), which offer superior image quality and energy efficiency at lower manufacturing costs. Photonics also lays the groundwork for intelligent digital lighting solutions. These systems adjust light output based on ambient conditions and the presence of people, potentially saving up to 70% in power consumption. Additionally, LiFi, a wireless communication technology that uses light to transmit data, offers advantages such as high-bandwidth channels, safety in electromagnetic interference areas, and higher transmission speeds. The consumer electronics segment dominates the global photonics market and is expected to continue doing so during the forecast period. The potential applications of photonics in consumer electronics, lighting, and communication technologies make it a significant contributor to the market’s growth.

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Research Analysis

The photonics market encompasses a diverse range of light-based technologies that are revolutionizing various industries. In healthcare, photonics is driving advancements in non-invasive diagnostics and treatments through medical lasers, OCT scanning, and women’s health applications. In the information sector, photonics is powering high-speed data transmission through fiber optic cables and enabling 5G deployment. Photonics is also transforming industries such as energy with solar energy concentration, biometric identification, and environmental monitoring. Light-based technology is essential in 3D printing, Lidar, and optical scanning systems for accurate and efficient manufacturing processes. In the field of quantum computing, photonics is enabling the development of faster and more powerful computers. Moreover, photonics is crucial in the semiconductor fabrication industry for precision manufacturing and in military applications for surveillance systems and toxic chemical detection. The market is also witnessing significant growth in the area of spectroscopy for material analysis and in the deployment of laser technology for energy efficiency and industrial processes. Environmental regulations are driving the demand for photonics in monitoring and controlling toxic chemicals, making it an essential technology for sustainable development.

Market Research Overview

Photonics, the science of generating, controlling, and detecting light, is revolutionizing various industries with its innovative applications. From Healthcare to Information Technology, light-based technology is making a significant impact. Lidar, 3D printing, and laser technology are transforming industries like Aerospace, Energy, and Biotechnology. In Healthcare, non-invasive procedures using medical lasers and imaging solutions like OCT scanning are improving Women’s health. Photonics is also driving economic growth in Biomedical engineering, Machine vision technology, and Additive manufacturing processes. In Telecommunication, fiber optic technology is enabling 5G deployment, data traffic management, and cloud-based services. Environmental considerations are also driving the adoption of photonics-based devices for energy efficiency, material waste reduction, and solar energy solutions. Strategic activities and competitive insights are shaping the future of photonics in Defense operations, Quantum computing, and Photonic integrated circuits. Companies are investing in photonics-based applications in Imaging systems, Target acquisition, and Broadcasting, among others.

Table of Contents:

1 Executive Summary
2 Market Landscape
3 Market Sizing
4 Historic Market Size
5 Five Forces Analysis
6 Market Segmentation

ApplicationConsumer ElectronicsDisplaysSafety And Defense TechnologyMedical And HealthcareOthersProductWDM FiltersOptical ModulatorsOptical InterconnectsPhoto DetectorsOthersGeographyNorth AmericaEuropeAPACMiddle East And AfricaSouth America

7 Customer Landscape
8 Geographic Landscape
9 Drivers, Challenges, and Trends
10 Company Landscape
11 Company Analysis
12 Appendix

About Technavio

Technavio is a leading global technology research and advisory company. Their research and analysis focuses on emerging market trends and provides actionable insights to help businesses identify market opportunities and develop effective strategies to optimize their market positions.

With over 500 specialized analysts, Technavio’s report library consists of more than 17,000 reports and counting, covering 800 technologies, spanning across 50 countries. Their client base consists of enterprises of all sizes, including more than 100 Fortune 500 companies. This growing client base relies on Technavio’s comprehensive coverage, extensive research, and actionable market insights to identify opportunities in existing and potential markets and assess their competitive positions within changing market scenarios.

Contacts

Technavio Research
Jesse Maida
Media & Marketing Executive
US: +1 844 364 1100
UK: +44 203 893 3200
Email: media@technavio.com
Website: www.technavio.com/

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Faith: The Spark Born by the Yudu Riverside

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BEIJING, Oct. 18, 2026 /PRNewswire/ — An interview from China.org.cn with Wang Xiaohui and David Ferguson on the Long March:

David Ferguson:

This is the Yudu River. One dusk in October, 1934, more than 86,000 soldiers of the Red Army crossed this river and embarked on the Long March, a two-year saga that has left its mark in history.

Yet, lingering here by the river, I am struck by a simple question: If you have faith in a bright future, and reality seems to thwart you at every turn, where do you find the moral strength to keep believing?

Wang Xiaohui:

At dusk on Oct. 17, 1934, an army of more than 86,000 troops gathered along the banks of the Yudu River. Over 800 boats of all sizes floated on the water, bound together with planks collected from villagers’ home gates, timber beams, and even coffin boards reserved for elderly locals. The people of Yudu built this pontoon bridge, determined to help the army led by the Communist Party of China (CPC) cross the river.

At that time, no one knew that the great expedition embarked upon by the banks of the Yudu River would go on to transform China and exert far-reaching influence across the world.

China in the 1920s and 1930s was plagued by chaos and despair.

The Kuomintang (KMT), the ruling party back then, was not capable of unifying the nation, leaving warlords locked in endless fighting. In 1931, Japanese invaders launched an assault on northeastern China, beginning their invasion. Crushed under domestic turbulence and foreign aggression, countless civilians were displaced, with many even starving to death on the streets; in certain regions, severe drought resulted in zero harvests, yet the farmers were forced to pay land taxes assessed for more than a decade into the future.

Amid this turmoil, the only glimmer of hope for the Chinese nation was kindled by the revolution ignited by the Communist Party of China.

The CPC, dedicated to winning liberation for the people and national independence, built contingents of workers’ and peasants’ Red Army troops and revolutionary base areas across the countryside. Impoverished farmers were granted land ownership, as well as unprecedented political dignity. On Nov. 7, 1931, the Chinese Soviet Republic was officially proclaimed in Ruijin, then a small village in southeastern China’s Jiangxi Province, establishing a Soviet system under which workers, peasants and soldiers elected representatives to run regional affairs and make policies.

The communist ideal of a fair society free from exploitation and equality for all blazed like a spark in the darkness; it kindled hopes among impoverished Chinese and became the wellspring of faith that enabled the Red Army — a force made up of poor workers and peasants — to overcome all hardships in the days to come.

Yet, bright as the spark was, it burned thin and fragile at times. Could this flame still endure when the ideals it carried were repeatedly battered by harsh reality?

In September 1933, flocks of warplanes clouded the skies over the Red Army’s revolutionary base areas. By then, Japanese invaders were steadily advancing towards North China, but Chiang Kai-shek’s KMT turned a blind eye to the looming national crisis. They mobilized over a million troops and more than 200 aircraft to launch a massive offensive at the Red Army’s base areas. Over the previous three years, Chiang Kai-shek had mounted four major military “encirclement” campaigns aimed at exterminating the Red Army, but all ended in failure. He was desperate for a pivotal victory to restore his prestige and to wipe out the CPC and the Red Army.

At the time, the commander of the Red Army abandoned mobile warfare tactics pioneered by Mao Zedong and other commanders, opting instead for rigid positional warfare involving conventional head-on clashes. But the reality was, some Red Army units didn’t even possess a single light machine gun; how could they confront the heavily-armed KMT army head-on?

Zhong Ming, a Red Army medic, could never erase the memories of gravely wounded soldiers being carried to his aid station. He remembered how a soldier whose chest was blown open begged his comrades to end his life. At the frontline, a whole battalion of Red Army soldiers religiously followed orders to defend crude earth-and-wood bunkers, but under the constant barrage of KMT artillery and airstrikes, every soldier in the battalion laid down their lives; not a single man survived.

What’s more heart-wrenching is that no matter how fearlessly the Red Army fought, the steep imbalance in military strength, paired with erroneous military command led to irreversible losses. By October 1934, the KMT’s iron-clad encirclement closed menacingly around Ruijin.

Faced with this dead-end, what decision would you make?

This stood as the most agonizing decision for the Red Army. The biggest challenge lay not in sacrificing one’s life for an ideal, but in finding a way to keep the revolutionary cause alive.

To stay meant defeat — the Red Army had no room to maneuver within the Central Revolutionary Base Area. To break through the encirclement, however slim the odds, offered a fighting chance. Preserving the Red Army as a living force mattered much more than clinging to isolated strongholds. Where the spark survives, the path ahead remains lit.

The air already turned chilly in October. Units of the Central Red Army assembled in Yudu to prepare for a strategic shift. The plan was kept strictly classified; none of the soldiers knew they were evacuating the base areas, only sensing an unusual vibe.

At dusk on Oct. 17, crowds lined up at the Yudu riverbank. Tens of thousands of villagers flocked from every corner to see the Red Army off. They walked alongside the marching columns, slipping food like eggs and glutinous rice balls into the soldiers’ pockets, praying for their swift homecoming.

The main force of the Central Red Army set off. Within days, they left behind revolutionary base areas where they had survived, grown and taken root. No one anticipated that the journey they embarked on would become the Long March, a trek spanning over 10 provinces. Still less could anyone imagine that this journey would ultimately pave the way for a brand-new China.

Looking back on this chapter of history, many claim that the Red Army only set out on this expedition because the enemies left them no other choice. To a degree, yes, the Long March was indeed a forced strategic shift, yet this fact does nothing to diminish its greatness and glory.

The ordinary Red Army soldiers had no idea how far they would march, or where they were heading. But they clung firmly to their founding mission: to deliver liberation for the people and independence to the nation. This unswerving conviction kept them from disintegrating through countless perils, sustaining them as they marched into the unknown with resolve.

David Ferguson:

I now realize that faith and ideals untested by harsh reality may have no true substance.

Since its founding, the Communist Party of China has always upheld the realization of communism as its fundamental goal. Despite devastating losses and extreme adversity, the Red Army continued to press forward resolutely and never faltered. Its inner strength came from an unshakable belief in the cause, an unwavering commitment to the founding aspiration, and a profound sense of mission. The Red Army was never fleeing pursuers in search of safety; it was marching forward to a future in which it had a steadfast belief.

Wang Xiaohui:

The Long March went on for two years. The Red Army trekked 25,000 li across some of China’s harshest terrain, but they kept their heads high, seeking hope amid despair and marching towards light through unending darkness. The lofty ideals and sense of mission they upheld have also become the torch that guides generations of CPC members in the following centennial, tempering them into steel as they press forward unswervingly toward national rejuvenation.

That spark lit along the Yudu River has never dimmed since.

China Mosaic
http://www.china.org.cn/video/node_7230027.htm

Faith: The Spark Born by the Yudu Riverside
http://www.china.org.cn/2026-10/16/content_118736835.shtml

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SOURCE China.org.cn

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Linktel Technologies Highlights Breakthrough 1.6T LPO Performance & Strong Market Pull at OCP 2026

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SAN JOSE, Calif., Oct. 18, 2026 /PRNewswire/ — At the recent 2026 OCP Global Summit, Linktel Technologies showcased its cutting-edge optical interconnect portfolios engineered specifically for next-generation AI computing networks. Among the heavy lineup, Linktel’s 1.6T Linear Pluggable Optics (LPO) solutions commanded immense industry attention, drawing heavy customer interest for their unprecedented energy efficiency, ultra-low latency, and supply-chain resilience.

Spotlight: 1.6T LPO Performance & High Customer Traction

AI data centers face immense scaling pressures, demanding higher bandwidth densities with tighter thermal and power budgets. Linktel’s 1.6T LPO solutions—highlighted by the 1.6T LPO 2DR4—delivered standout performance metrics that captured the spotlight at the summit:

Ultra-Low Power Consumption: Operates with power consumption as low as an impressive 10W, drastically mitigating data center cooling and power loads.Minimal Latency: Features a linear optics architecture that cuts down signal processing delays, making it a critical asset for high-performance AI scale-out fabrics.Enhanced Supply-Chain Resilience: Eliminating the optical DSP mitigates component choke points, ensuring robust scalability for mass deployments.Proven Interoperability: Following its breakthrough performance and multi-switch platform interoperability at the early September 2026 1.6T LPO-MSA Plugfest, Linktel has laid a solid foundation for the 200G-per-wavelength ecosystem.

Surging Market Interest

Throughout OCP 2026, Linktel’s live demonstrations of its 1.6T LPO, LRO, and FRO modules drew crowds of data center architects and industry partners. With volume production already in place, Linktel is fully equipped to meet the exploding market demand for energy-efficient, high-density 1.6T connectivity.

Overview of Other Innovations at OCP 2026

In addition to the heavily requested 1.6T LPO lineup, Linktel showcased two other major high-speed architectural pillars:

12.8T Liquid-Cooled XPO:Featured a live thermal demonstration integrating advanced liquid cooling to guarantee stable operations in high-density AI nodes.As a founding member of the XPO MSA, Linktel is actively scaling XPO series with FRO, LRO, and LPO variants for comprehensive scale-up, scale-out, and scale-across frameworks.6.4T/7.2T NPO Modules:Displayed with covers removed to reveal internal architectural designs supporting both ELS and ILS configurations.Combines compact high density with low power and low latency, backed by an established 6.4T/7.2T NPO roadmap.DMD Technology & Executive Presentation:Linktel Engineer Director Dr. Grace Zhang hosted a heavily attended Executive Session titled “Dispersion Managed Transceiver for Next-Gen AI Fabrics,” detailing cost-effective 800G (20km) and 1.6T (10km) solutions for OCS SuperPOD architectures, as well as the feasibility of 400G per lambda (3km).With its DMD product line already in volume production, Linktel actively calls upon ecosystem partners to join forces in collaborative development. To drive ecosystem maturity, Linktel is open to sharing its U.S.-filed patents, paving the way for industry-wide adoption and advancements in next-gen AI fabrics.

About Linktel Technologies

Linktel Technologies is a global leader in optical transceiver development and manufacturing, supplying high-speed optical I/O connectivity—including pluggable transceivers, optical engines, and ODM/JDM services.

For more information, visit www.linktel.com or follow Linktel Technologies on LinkedIn.

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Advanced Manufacturing in Focus: Smart Life and Robotics Take the Spotlight at 140th Canton Fair

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GUANGZHOU, China, Oct. 18, 2026 /CNW/ — Phase 1 of the 140th Canton Fair, themed “Advanced Manufacturing,” opened on October 15 and will run through October 19. As one of the event’s most closely watched sections, the Consumer Electronics and Information Products zone once again serves as a showcase for the latest achievements in China’s manufacturing and technology industries.

Smart Life Solutions Address an Aging and Globalized Market

A highlight of this section is the focus on smart living, which brings together smart solutions designed to support healthier, safer, and more independent lifestyles.

For example, wearable devices and continuous glucose monitoring systems enable convenient tracking of key health indicators such as heart rate and blood glucose levels. Meanwhile, wearable exoskeletons and other AI-powered devices support mobility training and functional recovery. For home and elderly care, companion robots, electric nursing beds and home-use hyperbaric oxygen chambers, offer a combination of daily care, wellness support and lifestyle assistance. All these solutions highlight a growing shift toward technology-enabled living, where health management, personal care, and independent living are becoming more accessible and connected.

Service Robots Demonstrate Expanding Real-World Applications

The Service Robot Zone remains one of the fair’s most popular attractions in this edition.

Among the crowd favorites is a humanoid robot standing roughly 70–80 centimeters tall. With its expressive movements and playful appearance, the robot draws constant attention as it dances, approaches visitors and occasionally performs flips to the delight of onlookers. Behind the product is a company that has overcome key challenges in compact joint modules and modular humanoid robot development. Its independently developed high-power-density joints deliver remarkable agility and explosive movement, while modular architecture provides flexibility for a wide range of future applications.

More broadly, the Service Robot Zone features exhibits spanning a wide range of application areas, including embodied intelligence, specialized operations, urban services, and smart living. Full-size humanoid robots, dexterous hands with multimodal sensing capabilities and wheeled robots highlight the latest advances in artificial intelligence, perception technologies and motion control. For demanding industrial and emergency environments, exhibitors are presenting robotic inspection systems, live-line maintenance robots and underwater propulsion robots designed to improve safety and operational efficiency.

The commercial services sector is also well represented through reception robots, façade-cleaning robots and fully automated coffee kiosks, while everyday life applications include wearable exoskeletons, robotic lawn mowers and educational robots for home use. Together, these exhibits demonstrate how China’s robotics industry is accelerating its transition from technological innovation to large-scale commercialization.

As the 140th Canton Fair gets underway, the showcased innovations highlight China’s growing strength in advanced manufacturing, turning cutting-edge technologies into practical, market-ready solutions for global customers.

For more convenient attendance, please click here for pre-registration:
https://buyer.cantonfair.org.cn/register/buyer/email?source_type=16

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