Optical Computing Market Revenue Trends and Growth Drivers

Optical Computing Market By Deployment(On-Premises,Cloud,Hybrid),Component(Photonic Integrated Circuits (PICs),Optical Interconnects, Optical Sensors,Optical Switches), End User( Data Center & HPC,Telecom, Banking & Finance, Aerospace & Defense), Region ( North America, Europe, Asia Pacific, RoW) – Global Forecast To 2030

Report Code: UC-SE-6881 Jun, 2025, by marketsandmarkets.com

Optical computing utilizes light to perform computations, offering significant advantages over traditional electronic systems, including higher processing speeds and reduced power consumption. This technology is particularly beneficial in fields requiring rapid data processing, such as telecommunications, complex simulations, and artificial intelligence (AI). By leveraging photons instead of electrons, optical computing enables parallel data processing, enhancing efficiency in data-intensive applications.

The optical computing market is segmented based on components, deployment, and end-user industries. Component-wise, it includes photonic integrated circuits (PICs), Optical Interconnects, Optical sensors, Optical switches, Optical transceivers, and others. Deployment segments encompass photonic on premise, on cloud and hybrid. Key end-user industries comprise Data center and high-performance computing (HPC), Telecom, banking and finance, aerospace and defense, healthcare and life sciences, automotive, and manufacturing and others which includes government organizations, educational institutions, and research institutions.

Recent developments in the optical computing sector highlight its dynamic growth and collaborative efforts. In March 2025, NVIDIA announced Spectrum-X Photonics, introducing co-packaged optics networking switches designed to scale AI infrastructures to millions of GPUs, aiming for substantial energy savings and enhanced resilience in AI factories. Additionally, in February 2025, STMicroelectronics, in collaboration with Amazon Web Services (AWS), unveiled a new photonics chip intended to improve speed and reduce power consumption in data centers, with AWS planning to integrate this technology into its infrastructure later in the year. These advancements, along with ongoing research and strategic partnerships, position optical computing as a transformative force in addressing the increasing demands for high-speed, energy-efficient data processing across various industries.

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TABLE OF CONTENTS

1 Introduction

1.1. Study Objectives

1.2. Market Definition and Scope

1.2.1. Inclusions and Exclusions

1.3. Study Scope

1.3.1. Markets Covered

1.3.2. Geographic Segmentation

1.3.3. Years Considered for the study

1.4. Currency

1.5. Limitations

1.6. Stakeholders

2 Research Methodology

2.1. Research Data

2.1.1. Secondary Data

2.1.1.1. Major Secondary Sources

2.1.1.2. Key Data from Secondary Sources

2.1.2. Primary Data

2.1.2.1. Primary Interviews with Experts

2.1.2.2. Key Data from Primary Sources

2.1.2.3. Key Industry Insights

2.1.2.4. Breakdown of Primaries

2.2. Market Size Estimation

2.2.1. Bottom-Up Approach

2.2.1.1. Approach for Capturing Market Share by Bottom-Up Analysis (Demand Side)

2.2.2. Top-Down Approach

2.2.2.1. Approach for Capturing Market Share by Top-Down Analysis (Supply Side)

2.3. Market Breakdown and Data Triangulation

2.4. Research Assumptions

2.5. Risk Assessment

2.6. Limitations of Research

3 Executive Summary

4 Premium Insights

5 Market Overview

5.1. Introduction

5.2. Market Dynamics

5.3. Trends/Disruptions Impacting Customer’s Business

5.4. Pricing Analysis

5.4.1. Indicative Pricing Analysis, For Key Players, By Component

5.4.2. Indicative Pricing Analysis, By Region

5.5. Value Chain Analysis

5.6. Ecosystem Analysis

5.7. Technology Analysis

5.7.1. Key Technologies

5.7.2. Complementary Technologies

5.7.3. Adjacent Technologies

5.8. Patent Analysis

5.9. Trade Analysis

5.9.1. Import Scenario

5.9.2. Export Scenario

5.10. Key Conferences and Events (2025-2026)

5.11. Case Study Analysis

5.12. Investment and Funding Scenario

5.13. Regulatory Landscape

5.13.1. Regulatory Bodies, Government Agencies, and Other Organizations

5.13.2. Key Regulations

5.14. Porters Five Force Analysis

5.14.1. Threat from New Entrants

5.14.2. Threat of Substitutes

5.14.3. Bargaining Power of Suppliers

5.14.4. Bargaining Power of Buyers

5.14.5. Intensity of Competitive Rivalry

5.15. Key Stakeholders and Buying Criteria

5.15.1. Key Stakeholders in Buying Process

5.15.2. Buying Criteria

5.16. Impact of AI on Optical Computing Market

6 Optical Computing Market, By Deployment

6.1. Introduction

6.2. On-Premises

6.3. Cloud

6.4. Hybrid

7 Optical Computing Market, By Component

7.1. Introduction

7.2. Photonic Integrated Circuits (PICs)

7.3. Optical Interconnects

7.4. Optical Sensors

7.5. Optical Switches

7.6. Optical Transceivers

7.7. Others

8 Optical Computing Market, By End User

8.1. Introduction

8.2. Data Center & HPC

8.3. Telecom

8.4. Banking & Finance

8.5. Aerospace & Defense

8.6. Healthcare & Life Sciences

8.7. Automotive

8.8. Manufacturing

8.9. Others

9 Optical Computing Market, By Region

9.1. Introduction

9.2. North America

9.2.1. Macro-Economic Outlook

9.2.2. US

9.2.3. Canada

9.2.4. Mexico

9.3. Europe

9.3.1. Macro-Economic Outlook

9.3.2. Germany

9.3.3. UK

9.3.4. France

9.3.5. Spain

9.3.6. Italy

9.3.7. Poland

9.3.8. Nordics

9.3.9. Rest of Europe

9.4. Asia Pacific

9.4.1. Macro-Economic Outlook

9.4.2. China

9.4.3. Japan

9.4.4. South Korea

9.4.5. India

9.4.6. Australia

9.4.7. Indonesia

9.4.8. Malaysia

9.4.9. Thailand

9.4.10. Vietnam

9.4.11. Rest of Asia Pacific

9.5. RoW

9.5.1. Macro-Economic Outlook

9.5.2. Middle East

9.5.2.1. Bahrain

9.5.2.2. Kuwait

9.5.2.3. Oman

9.5.2.4. Qatar

9.5.2.5. Saudi Arabia

9.5.2.6. United Arab Emirates (UAE)

9.5.2.7. Rest of Middle East

9.5.3. Africa

9.5.3.1. South Africa

9.5.3.2. Other African Countries

9.5.4. South America

10 Optical Computing Market, Competitive Landscape

10.1. Introduction

10.2. Key player strategies/right to win

10.3. Revenue Analysis

10.4. Market Share Analysis

10.5. Company Valuation and Financial Metrics

10.6. Brand/Product Comparison

10.7. Company Evaluation Matrix: Key Players, 2024

10.7.1. Stars

10.7.2. Emerging Leaders

10.7.3. Pervasive Players

10.7.4. Participants

10.7.5. Company Footprint: Key Players, 2024

10.7.5.1. Company Footprint

10.7.5.2. Region Footprint

10.7.5.3. End User Footprint

10.7.5.4. Component Footprint

10.7.5.5. Deployment Footprint

10.8. Company Evaluation Matrix: Startups/SMEs, 2024

10.8.1. Progressive Companies

10.8.2. Responsive Companies

10.8.3. Dynamic Companies

10.8.4. Starting Blocks

10.8.5. Competitive Benchmarking: Startups/SMEs, 2024

10.8.5.1. Detailed List of Key Startups/SMEs

10.8.5.2. Competitive Benchmarking of Key Startups/SMEs

10.9. Competitive Situation and Trends

10.9.1. Product Launches

10.9.2. Acquisitions

10.9.3. Partnerships, Collaborations, Alliances, and Joint Ventures

11 Optical Computing Market, Company Profiles

11.1. Key Players

11.1.1. Intel Corporation

11.1.2. IBM

11.1.3. NVIDIA Corporation

11.1.4. Microsoft

11.1.5. Cisco Systems, Inc.

11.1.6. Huawei Technologies Co., Ltd.

11.1.7. Xanadu.

11.1.8. LIGHTELLIGENCE Co., Ltd.

11.1.9. Optalysys Ltd

11.1.10. Celestial AI.

11.2. Other Players

12 Appendix

12.1. Discussion Guide

12.2. Knowledge Store: MarketsandMarkets’ Subscription Portal

12.3. Available Customizations

12.4. Related Reports

12.5. Author Details

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