光(guang)(guang)(guang)(guang)器(qi)(qi)(qi)(qi)件(jian)（Optical device）是(shi)應用(yong)在光(guang)(guang)(guang)(guang)通(tong)信(xin)(xin)(xin)(xin)領域，利(li)用(yong)光(guang)(guang)(guang)(guang)電(dian)(dian)轉換(huan)效應制成的(de)(de)，具(ju)備(bei)光(guang)(guang)(guang)(guang)電(dian)(dian)轉換(huan)功(gong)能的(de)(de)光(guang)(guang)(guang)(guang)電(dian)(dian)子(zi)器(qi)(qi)(qi)(qi)件(jian)，是(shi)光(guang)(guang)(guang)(guang)傳輸設(she)備(bei)的(de)(de)重要組成部分(fen)和(he)光(guang)(guang)(guang)(guang)模塊的(de)(de)核心，可分(fen)為(wei)(wei)有(you)(you)源器(qi)(qi)(qi)(qi)件(jian)和(he)無(wu)源器(qi)(qi)(qi)(qi)件(jian)。光(guang)(guang)(guang)(guang)有(you)(you)源器(qi)(qi)(qi)(qi)件(jian)是(shi)光(guang)(guang)(guang)(guang)通(tong)信(xin)(xin)(xin)(xin)系統中(zhong)需要外(wai)加(jia)能源驅(qu)動(dong)工作(zuo)的(de)(de)可以將(jiang)電(dian)(dian)信(xin)(xin)(xin)(xin)號(hao)轉換(huan)成光(guang)(guang)(guang)(guang)信(xin)(xin)(xin)(xin)號(hao)或(huo)將(jiang)光(guang)(guang)(guang)(guang)信(xin)(xin)(xin)(xin)號(hao)轉換(huan)成電(dian)(dian)信(xin)(xin)(xin)(xin)號(hao)的(de)(de)光(guang)(guang)(guang)(guang)電(dian)(dian)子(zi)器(qi)(qi)(qi)(qi)件(jian)。光(guang)(guang)(guang)(guang)無(wu)源器(qi)(qi)(qi)(qi)件(jian)則是(shi)不(bu)需要外(wai)加(jia)能源驅(qu)動(dong)工作(zuo)的(de)(de)光(guang)(guang)(guang)(guang)電(dian)(dian)子(zi)器(qi)(qi)(qi)(qi)件(jian)。在光(guang)(guang)(guang)(guang)器(qi)(qi)(qi)(qi)件(jian)中(zhong)，將(jiang)電(dian)(dian)信(xin)(xin)(xin)(xin)號(hao)轉換(huan)成光(guang)(guang)(guang)(guang)信(xin)(xin)(xin)(xin)號(hao)的(de)(de)器(qi)(qi)(qi)(qi)件(jian)稱(cheng)為(wei)(wei)光(guang)(guang)(guang)(guang)源，主要有(you)(you)半導體發(fa)光(guang)(guang)(guang)(guang)二極(ji)管(guan)（LED）和(he)激(ji)光(guang)(guang)(guang)(guang)二極(ji)管(guan)（LD）；將(jiang)光(guang)(guang)(guang)(guang)信(xin)(xin)(xin)(xin)號(hao)轉換(huan)成電(dian)(dian)信(xin)(xin)(xin)(xin)號(hao)的(de)(de)器(qi)(qi)(qi)(qi)件(jian)稱(cheng)為(wei)(wei)光(guang)(guang)(guang)(guang)檢測器(qi)(qi)(qi)(qi)，主要有(you)(you)光(guang)(guang)(guang)(guang)電(dian)(dian)二極(ji)管(guan)（PIN）和(he)雪崩光(guang)(guang)(guang)(guang)電(dian)(dian)二極(ji)管(guan)（APD）。
根據LightCounting數(shu)據，2020年(nian)全球(qiu)光模塊市場規(gui)模為80億美(mei)元，到2026年(nian)預計將增(zeng)至(zhi)145億美(mei)元，2020-2026年(nian)間CAGR預計為10.4%，行業增(zeng)長主要驅動力在于5G傳輸網絡(luo)的建設。
2020-2026年(nian)全球光模(mo)(mo)塊(kuai)市場規(gui)模(mo)(mo)（億(yi)美元）
來源：LightCounting，摯物產業研究院整理(li)
國(guo)(guo)產光(guang)通信器(qi)(qi)件廠家在全球光(guang)通信器(qi)(qi)件市場(chang)份額中(zhong)占(zhan)據第一的(de)位置，近(jin)年(nian)占(zhan)比介于25-30%間(jian)。據先略研究院數據，我(wo)國(guo)(guo)光(guang)通信器(qi)(qi)件市場(chang)近(jin)年(nian)與全球保持相(xiang)近(jin)增長態(tai)勢(shi)，市場(chang)規模以(yi)10%左右的(de)增速(su)持續增長，預計2022年(nian)將達31.6億美元。
但我國光通信器件產業與國際領先水平還有較大差距，目前國內核心的光通信芯片及器(qi)件(jian)(jian)(jian)仍然(ran)嚴重依賴(lai)于(yu)進口，高端光通(tong)(tong)信(xin)芯片與器(qi)件(jian)(jian)(jian)的國產化率(lv)不超過10%，“大而不強”的問題突出(chu)。與設備、光纖光纜市(shi)場相(xiang)比(bi)，光通(tong)(tong)信(xin)器(qi)件(jian)(jian)(jian)領域(yu)還(huan)處在充分(fen)競(jing)爭時代，由(you)于(yu)很多(duo)光通(tong)(tong)信(xin)器(qi)件(jian)(jian)(jian)企業都是在某一細分(fen)領域(yu)精耕(geng)細作，造成了廠商眾(zhong)多(duo)，集中度(du)低的市(shi)場格局，市(shi)場份額相(xiang)對分(fen)散。
