The downstream demand in the optoelectronic industry has exploded, and the market size has grown significantly in the first half of the year
In the first half of 2025, the optoelectronic industry will show a vigorous development trend. Benefiting from the continuous promotion of 5G network construction, the expansion demand of data centers, and the recovery of the consumer electronics market, the market size of segmented fields such as optical communication, optical display, and optical storage has achieved significant growth. ​
In the field of optical communication, with the continuous increase in the number of 5G base stations, the demand for optical modules, fiber optic cables and other products continues to rise. According to data from market research institutions, the global optical module market reached X billion US dollars in the first half of the year, a year-on-year increase of 25%. The shipment volume of high-speed optical modules, such as 100G, 200G, and even 400G optical modules, has significantly increased to meet the growing demand for network bandwidth. At the same time, the fiber optic cable market has maintained stable growth, with further improvement in fiber drawing capacity. Although product prices have fluctuated slightly, the overall market demand is strong. ​
In terms of optical display, new display technologies such as OLED, Mini LED, Micro LED, etc. continue to make breakthroughs, and their market share is gradually expanding. The application of OLED in fields such as smartphones and televisions continues to deepen, with global OLED panel shipments reaching [X] million square meters in the first half of the year, a year-on-year increase of 18%. Mini LED technology, with its advantages of high brightness and high contrast, has been widely used in high-end displays, car displays, and other fields. The market sales of related products have increased by over 30% year-on-year. As Micro LED is a popular direction for the next generation of display technology, many companies have increased their R&D investment, and some have already achieved small-scale production, which is expected to usher in a market explosion in the next few years. ​
In the field of optical storage, with the explosive growth of data volume, the demand for high-capacity and high reliability storage devices has become increasingly urgent. Blu ray storage technology is constantly upgrading, with storage density further increasing, and its application in enterprise level data storage, archive storage, and other fields is becoming increasingly widespread. Meanwhile, new optical storage technologies such as holographic storage have also made significant progress in research and development, providing new growth drivers for the future development of the optical storage market. Overall, the market size of the optoelectronic industry has grown strongly in the first half of the year, and it is expected to maintain a good development trend throughout the year. Technological innovation and market expansion in various sub sectors will continue to drive the industry forward.