CignalAI：2029年OCS市场将超25亿美元

讯石光通讯网2025-12-11

ICC讯——市场研究公司Cignal AI发布的最新《光路交换机市场报告》指出，随着人工智能和数据中心部署从谷歌扩展到更广泛的运营商和应用领域，光路交换机（OCS）的总市场规模将在2029年达到至少25亿美元。自2025年1月的上一份OCS报告以及2025年7月的Cignal AI光路交换机网络研讨会以来，由于新供应商数据的出现以及现场试验范围的扩大，历史支出估算和市场预测均已被向上修正。 ...

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GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1046421795.USD":"富达环球科技A-ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC"},"translate_title":"CignalAI: OCS market will exceed US $2.5 billion in 2029","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOGL":1.88,"GOOG":0.9},"content_text":"ICC讯——市场研究公司Cignal AI发布的最新《光路交换机市场报告》指出，随着人工智能和数据中心部署从谷歌扩展到更广泛的运营商和应用领域，光路交换机（OCS）的总市场规模将在2029年达到至少25亿美元。  自2025年1月的上一份OCS报告以及2025年7月的Cignal AI光路交换机网络研讨会以来，由于新供应商数据的出现以及现场试验范围的扩大，历史支出估算和市场预测均已被向上修正。  最新报告指出，数据中心内的OCS用例已远远超出谷歌最初的应用范围。运营商正在实施和评估OCS，用于纵向扩展（Scale-up）网络和后端网络、资源池化与解耦，以及园区数据中心互联，其中可靠性已成为AI级部署的决定性要求。多种技术方案——如MEMS（微机电系统）、液晶、压电、机器人和硅光子技术——均旨在满足不同端口数、速度和损耗要求的组合。  Cignal AI光组件首席分析师Scott Wilkinson表示：“过去一年，数据中心内的OCS已从一个单一的谷歌项目，发展成为一个拥有实际部署、采购订单并具备可靠路径实现数十亿美元年销售额的多供应商市场。修订后的预测、活跃供应商的数量以及运营商评估的广度都清楚地表明，光路交换机将成为大规模AI系统的基础技术，而非小众选择。”  市场预测与供应商动态  Cignal AI预测，外部OCS市场将在2029年增长至超过25亿美元——这比2025年1月最初的预测高出约40%。谷歌已为其脊层交换机替换和AI集群重新配置应用部署了数万个OCS端口，但它正开始从内部自建的OCS转向商业解决方案。此举为供应商开启了一个全新的数亿美元商机。  Lumentum已公开预测，到2026年底其OCS季度收入将达到约1亿美元，这意味着如果当前趋势保持不变，该公司明年可能占据OCS市场约一半的份额。  技术影响与市场参与者  该报告详细阐述了OCS对数据通信光模块的影响，包括对扩展传输预算的要求（用于OCS互联的FR光模块预算最高可达约6公里）、使用环形器的双向操作，以及市场份额可能从DR向FR转移，这更有利于基于磷化铟（InP）的光模块，而非硅光子DR实施方案。  关于本报告，《2025年第四季度光路交换机市场报告》是Cignal AI“Active Insight”研究服务的一部分。报告定义并比较了OCS技术，分析了关键特性（可靠性、端口数、损耗和速度），将技术映射到特定的AI和数据中心应用，回顾了20家供应商的产品供应和路线图，并按应用和技术提供了直至2029年的定量市场模型和预测。报告供应商包括Coherent、Lumentum、Huber+Suhner、Telescent、iPronics、DiCon、Triple-Stone、Calient、Drut以及多家初创公司，另有其他公司处于隐秘运营状态。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2590557019","isCrawlerRequest":true}