{"id":74799,"date":"2025-12-31T01:31:58","date_gmt":"2025-12-30T16:31:58","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/optical-transceiver-market-mordor\/"},"modified":"2026-10-13T20:28:49","modified_gmt":"2026-10-13T11:28:49","slug":"optical-transceiver-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/optical-transceiver-market-mordor\/","title":{"rendered":"\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5e02\u5834\u898f\u6a21\u3068\u30b7\u30a7\u30a2\u5206\u6790\uff0d\u6210\u9577\u30c8\u30ec\u30f3\u30c9\u3068\u4e88\u6e2c\uff082025\u5e74\uff5e2030\u5e74\uff09"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2025\/12\/optical-transceiver-market_1704438545134_Optical_Transceiver_Market_Major_Players_Logo.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2025\/12\/optical-transceiver-market-size-image-1750159641695.webp\" alt=\"Chart\" class=\"aligncenter size-full\" \/><\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-0\">\n    1. \u306f\u3058\u3081\u306b<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          1.1 \u8abf\u67fb\u306e\u524d\u63d0\u6761\u4ef6\u3068\u5e02\u5834\u306e\u5b9a\u7fa9<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          1.2 \u8abf\u67fb\u7bc4\u56f2<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-1\">\n    2. \u8abf\u67fb\u65b9\u6cd5<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-2\">\n    3. \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc<\/p>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-3\">\n    4. \u5e02\u5834\u6982\u6cc1<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          4.1 \u5e02\u5834\u6982\u8981<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.2 \u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.2.1 \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u62e1\u5f35<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 5G\u30d5\u30ed\u30f3\u30c8\u30db\u30fc\u30eb\u304a\u3088\u3073\u30d0\u30c3\u30af\u30db\u30fc\u30eb\u30d5\u30a1\u30a4\u30d0\u30fc\u306e\u69cb\u7bc9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 400G\/800G\u30a4\u30fc\u30b5\u30cd\u30c3\u30c8\u3078\u306e\u79fb\u884c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 CPO\u3092\u63a1\u7528\u3059\u308b\u30af\u30e9\u30a6\u30c9AI\/ML\u30af\u30e9\u30b9\u30bf\u30fc\u306e\u5897\u52a0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 LEO\u885b\u661f\u5411\u3051\u8010\u71b1\u30e2\u30b8\u30e5\u30fc\u30eb<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.3 \u5e02\u5834\u306e\u963b\u5bb3\u8981\u56e0<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.3.1 \u30ec\u30ac\u30b7\u30fc\u30d5\u30a1\u30a4\u30d0\u30fc\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306b\u304b\u304b\u308b\u8a2d\u5099\u6295\u8cc7\u8ca0\u62c5<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \u30ec\u30fc\u30b6\u30fc\u30c0\u30a4\u30aa\u30fc\u30c9\u304a\u3088\u3073DSP\u306e\u4f9b\u7d66\u5236\u7d04<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \u30d0\u30ea\u30e5\u30fc\/\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5206\u6790<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.5 \u898f\u5236\u74b0\u5883<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.6 \u6280\u8853\u7684\u5c55\u671b<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.7 \u30dd\u30fc\u30bf\u30fc\u306e5\u3064\u306e\u529b\u5206\u6790<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \u4f9b\u7d66\u8005\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \u8cb7\u3044\u624b\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \u65b0\u898f\u53c2\u5165\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.4 \u4ee3\u66ff\u54c1\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.5 \u7af6\u4e89\u306e\u6fc0\u3057\u3055<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.8 COVID-19\u304a\u3088\u3073\u305d\u306e\u4ed6\u306e\u30de\u30af\u30ed\u7d4c\u6e08\u8981\u56e0\u306e\u5f71\u97ff<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          4.9 \u6295\u8cc7\u5206\u6790<\/p>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-4\">\n    5. \u5e02\u5834\u898f\u6a21\u3068\u6210\u9577\u4e88\u6e2c\uff08\u91d1\u984d\uff09<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          5.1 \u30d7\u30ed\u30c8\u30b3\u30eb\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \u30a4\u30fc\u30b5\u30cd\u30c3\u30c8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \u30a4\u30f3\u30d5\u30a3\u30cb\u30d0\u30f3\u30c9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \u30d5\u30a1\u30a4\u30d0\u30fc\u30c1\u30e3\u30cd\u30eb<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.4 CWDM\/DWDM<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.5 FTTx\/PON<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.6 \u305d\u306e\u4ed6\u306e\u30d7\u30ed\u30c8\u30b3\u30eb<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \u30c7\u30fc\u30bf\u30ec\u30fc\u30c8\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 10 Gbps\u672a\u6e80<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 10\uff5e40 Gbps<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 40\uff5e100 Gbps<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 100\uff5e400 Gbps<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.5 400 Gbps\u8d85<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \u30d5\u30a9\u30fc\u30e0\u30d5\u30a1\u30af\u30bf\u30fc\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 SFP\/SFP+<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 QSFP\/QSFP+<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 QSFP28\/QSFP-DD<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 CFP\/CFP2\/CFP4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.5 OSFP<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.6 \u305d\u306e\u4ed6<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \u30d5\u30a1\u30a4\u30d0\u30fc\u30bf\u30a4\u30d7\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \u30b7\u30f3\u30b0\u30eb\u30e2\u30fc\u30c9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \u30de\u30eb\u30c1\u30e2\u30fc\u30c9<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \u5230\u9054\u8ddd\u96e2\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \u77ed\u8ddd\u96e2 (10 km\u672a\u6e80)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \u4e2d\u8ddd\u96e2 (10 &#8211; 40 km)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \u9577\u8ddd\u96e2 (40 km\u8d85)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.6 \u7528\u9014\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.6.1 \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.2 \u96fb\u6c17\u901a\u4fe1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.3 \u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\/\u30ad\u30e3\u30f3\u30d1\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.6.4 \u7523\u696d\u7528\u304a\u3088\u3073\u305d\u306e\u4ed6<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.7 \u5730\u57df\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.7.1 \u5317\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.1.1 \u7c73\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.1.2 \u30ab\u30ca\u30c0<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.1.3 \u30e1\u30ad\u30b7\u30b3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.7.2 \u5357\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.2.1 \u30d6\u30e9\u30b8\u30eb<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.2.2 \u30a2\u30eb\u30bc\u30f3\u30c1\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.2.3 \u5357\u7c73\u306e\u305d\u306e\u4ed6\u306e\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.7.3 \u30e8\u30fc\u30ed\u30c3\u30d1<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.3.1 \u30a4\u30ae\u30ea\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.3.2 \u30c9\u30a4\u30c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.3.3 \u30d5\u30e9\u30f3\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.3.4 \u30b9\u30da\u30a4\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.3.5 \u30a4\u30bf\u30ea\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.3.6 \u30ed\u30b7\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.3.7 \u30e8\u30fc\u30ed\u30c3\u30d1\u306e\u305d\u306e\u4ed6\u306e\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.7.4 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.4.1 \u4e2d\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.4.2 \u30a4\u30f3\u30c9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.4.3 \u65e5\u672c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.4.4 \u97d3\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.4.5 \u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.4.6 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u306e\u305d\u306e\u4ed6\u306e\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.7.5 \u4e2d\u6771<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.5.1 GCC<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.5.2 \u4e2d\u6771\u306e\u305d\u306e\u4ed6\u306e\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.7.6 \u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.6.1 \u5357\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.6.2 \u30ca\u30a4\u30b8\u30a7\u30ea\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.6.3 \u30a8\u30b8\u30d7\u30c8<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.7.6.4 \u30a2\u30d5\u30ea\u30ab\u306e\u305d\u306e\u4ed6\u306e\u5730\u57df<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-5\">\n    6. \u7af6\u5408\u60c5\u52e2<\/p>\n<ul>\n<li class=\"toc-level-2\">\n          6.1 \u5e02\u5834\u96c6\u4e2d\u5ea6<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.2 \u6226\u7565\u7684\u52d5\u304d<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.3 \u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790<\/p>\n<\/li>\n<li class=\"toc-level-2\">\n          6.4 \u4f01\u696d\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\uff08\u30b0\u30ed\u30fc\u30d0\u30eb\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u5e02\u5834\u30ec\u30d9\u30eb\u306e\u6982\u8981\u3001\u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u5229\u7528\u53ef\u80fd\u306a\u8ca1\u52d9\u60c5\u5831\u3001\u6226\u7565\u60c5\u5831\u3001\u5e02\u5834\u30e9\u30f3\u30af\/\u30b7\u30a7\u30a2\u3001\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u3001\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u3080\uff09<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 Coherent Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 Lumentum Holdings<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 Broadcom Inc.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 Accelink Technologies<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 \u4f4f\u53cb\u96fb\u6c17\u5de5\u696d<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 \u5bcc\u58eb\u901a\u30aa\u30d7\u30c6\u30a3\u30ab\u30eb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c4<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 Source Photonics<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 Huawei Technologies<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 Cisco Systems (Acacia)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 Innolight Technology<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 Hisense Broadband<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 Eoptolink Technology<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 Applied Optoelectronics (AOI)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 Marvell Technology<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 Credo Technology<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 Ciena Corp.<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 HUBER+SUHNER Cube Optics<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 POET Technologies<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 Molex LLC<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 NeoPhotonics (\u73feLumentum)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p class=\"toc-level-1 toc-content-heading\" id=\"toc-content-heading-6\">\n    7. \u5e02\u5834\u6a5f\u4f1a\u3068\u5c06\u6765\u5c55\u671b<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5e02\u5834\u306f\u30012025\u5e74\u306b\u306f135.7\u5104\u7c73\u30c9\u30eb\u3068\u63a8\u5b9a\u3055\u308c\u30012030\u5e74\u307e\u3067\u306b257.4\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u4e88\u6e2c\u671f\u9593\uff082025\u5e74\uff5e2030\u5e74\uff09\u4e2d\u306e\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f13.66%\u306b\u4e0a\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u5e02\u5834\u306e\u62e1\u5927\u306f\u3001\u4e3b\u306b\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3078\u306e\u5f37\u529b\u306a\u6295\u8cc7\u3001100G\u304b\u3089400G\u304a\u3088\u3073800G\u30ea\u30f3\u30af\u3078\u306e\u79fb\u884c\u3001\u305d\u3057\u3066AI\u3068\u30af\u30e9\u30a6\u30c9\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u878d\u5408\u306b\u3088\u3063\u3066\u63a8\u9032\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30d9\u30f3\u30c0\u30fc\u306f\u3001\u90e8\u54c1\u4e0d\u8db3\u3084\u8f38\u51fa\u898f\u5236\u304b\u3089\u81ea\u793e\u3092\u5b88\u308b\u305f\u3081\u3001\u4e3b\u8981\u306a\u30ec\u30fc\u30b6\u30fc\u30c0\u30a4\u30aa\u30fc\u30c9\u304a\u3088\u3073DSP\u306e\u751f\u7523\u3092\u5185\u88fd\u5316\u3059\u308b\u52d5\u304d\u3092\u898b\u305b\u3066\u3044\u307e\u3059\u3002\u540c\u6642\u306b\u30015G x-haul\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u666e\u53ca\u3084\u65b0\u3057\u3044\u30df\u30c7\u30a3\u30a2\u30e0\u30ea\u30fc\u30c1\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u76f8\u4e92\u63a5\u7d9a\u30c8\u30dd\u30ed\u30b8\u30fc\u304c\u65b0\u305f\u306a\u9700\u8981\u3092\u751f\u307f\u51fa\u3057\u3001\u30b3\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\uff08CPO\uff09\u3084\u30ea\u30cb\u30a2\u30d7\u30e9\u30ac\u30d6\u30eb\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\uff08LPO\uff09\u304c\u52b9\u7387\u306e\u5927\u5e45\u306a\u5411\u4e0a\u3092\u7d04\u675f\u3057\u3066\u3044\u307e\u3059\u3002\u7d50\u679c\u3068\u3057\u3066\u3001\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5e02\u5834\u306fAI\u4e2d\u5fc3\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u8a2d\u8a08\u306e\u57fa\u76e4\u3068\u306a\u308a\u3064\u3064\u3042\u308a\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u30ec\u30dd\u30fc\u30c8\u306e\u30dd\u30a4\u30f3\u30c8<br \/>\n\u5730\u57df\u5225\u3067\u306f\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c2024\u5e74\u306b38%\u306e\u53ce\u76ca\u30b7\u30a7\u30a2\u3092\u5360\u3081\u30012030\u5e74\u307e\u3067\u306b16.47%\u3068\u3044\u3046\u6700\u901f\u306eCAGR\u3092\u8a18\u9332\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30d7\u30ed\u30c8\u30b3\u30eb\u5225\u3067\u306f\u3001\u30a4\u30fc\u30b5\u30cd\u30c3\u30c8\u304c2024\u5e74\u306b\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5e02\u5834\u306e46%\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001InfiniBand\u306f17.45%\u306eCAGR\u3067\u62e1\u5927\u3059\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u30c7\u30fc\u30bf\u30ec\u30fc\u30c8\u5225\u3067\u306f\u3001100\uff5e400Gbps\u5e2f\u304c2024\u5e74\u306b38%\u306e\u30b7\u30a7\u30a2\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001400Gbps\u8d85\u306e\u30ab\u30c6\u30b4\u30ea\u30fc\u306f2030\u5e74\u307e\u3067\u306b16.31%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u30d5\u30a9\u30fc\u30e0\u30d5\u30a1\u30af\u30bf\u30fc\u5225\u3067\u306f\u3001QSFP28\u304c2024\u5e74\u306b42%\u306e\u53ce\u76ca\u30b7\u30a7\u30a2\u3092\u7372\u5f97\u3057\u3001OSFP\u304c16.47%\u306eCAGR\u3067\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u3044\u308b\u30d5\u30a9\u30fc\u30de\u30c3\u30c8\u3067\u3059\u3002\u30d5\u30a1\u30a4\u30d0\u30fc\u30bf\u30a4\u30d7\u5225\u3067\u306f\u3001\u30b7\u30f3\u30b0\u30eb\u30e2\u30fc\u30c9\u304c2024\u5e74\u306b57%\u306e\u30b7\u30a7\u30a2\u3067\u512a\u4f4d\u306b\u7acb\u3061\u3001\u30de\u30eb\u30c1\u30e2\u30fc\u30c9\u306f15.32%\u306eCAGR\u3067\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002\u5230\u9054\u8ddd\u96e2\u5225\u3067\u306f\u3001\u30df\u30c7\u30a3\u30a2\u30e0\u30ea\u30fc\u30c1\u304c14.87%\u306eCAGR\u3067\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225\u3067\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304c2024\u5e74\u306b\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5e02\u5834\u30b7\u30a7\u30a2\u306e61%\u3092\u5360\u3081\u300114.87%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e16\u754c\u306e\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9\u3068\u6d1e\u5bdf<\/p>\n<p>\u6210\u9577\u8981\u56e0<br \/>\n*   \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u62e1\u5f35: \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306f2025\u5e74\u306b2,150\u5104\u7c73\u30c9\u30eb\u3092\u5bb9\u91cf\u5897\u5f37\u306b\u6295\u3058\u308b\u4e88\u5b9a\u3067\u3042\u308a\u3001\u5149\u30ea\u30f3\u30af\u304c\u65bd\u8a2d\u8a2d\u8a08\u306e\u4e2d\u5fc3\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u76f4\u63a5\u30e2\u30b8\u30e5\u30fc\u30eb\u8abf\u9054\u304c\u5897\u52a0\u3057\u3001\u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u30d7\u30e9\u30ac\u30d6\u30eb\u306e\u58f2\u4e0a\u306f2024\u5e74\u306b\u7d046\u5104\u7c73\u30c9\u30eb\u306b\u500d\u5897\u3057\u307e\u3057\u305f\u3002\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5e02\u5834\u306f\u3001\u5358\u306a\u308b\u88dc\u52a9\u90e8\u54c1\u304b\u3089\u3001\u30e9\u30c3\u30af\u30ec\u30a4\u30a2\u30a6\u30c8\u3001\u96fb\u529b\u4f9b\u7d66\u3001\u4e0d\u52d5\u7523\u8a08\u753b\u3092\u5de6\u53f3\u3059\u308b\u6226\u7565\u7684\u8cc7\u7523\u3078\u3068\u5909\u5316\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   5G\u30d5\u30ed\u30f3\u30c8\u30db\u30fc\u30eb\u304a\u3088\u3073\u30d0\u30c3\u30af\u30db\u30fc\u30eb\u30d5\u30a1\u30a4\u30d0\u30fc\u306e\u69cb\u7bc9: 5G\u306e\u5206\u5272\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u3088\u308a\u300125G SFP28 CWDM\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u304c\u5c4b\u5916\u30ad\u30e3\u30d3\u30cd\u30c3\u30c8\u306b\u5c0e\u5165\u3055\u308c\u3001\u5e83\u7bc4\u306a\u6e29\u5ea6\u5909\u5316\u306b\u8010\u3048\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u30d5\u30ed\u30f3\u30c8\u30db\u30fc\u30eb\u5149\u90e8\u54c1\u304b\u3089\u306e\u53ce\u76ca\u306f2025\u5e74\u306b6\u51043,000\u4e07\u7c73\u30c9\u30eb\u306b\u9054\u3059\u308b\u898b\u8fbc\u307f\u3067\u3042\u308a\u3001\u30df\u30c3\u30c9\u30db\u30fc\u30eb\u5411\u305150G PAM4\u30c7\u30d0\u30a4\u30b9\u306e\u51fa\u8377\u306f1,000\u4e07\u30e6\u30cb\u30c3\u30c8\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   400G\/800G\u30a4\u30fc\u30b5\u30cd\u30c3\u30c8\u3078\u306e\u79fb\u884c: 2024\u5e74\u306b\u306f2,000\u4e07\u500b\u4ee5\u4e0a\u306e\u9ad8\u901f\u30e2\u30b8\u30e5\u30fc\u30eb\u304c\u51fa\u8377\u3055\u308c\u30012025\u5e74\u306b\u306f60%\u5897\u52a0\u3059\u308b\u3068\u4e88\u60f3\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30b7\u30e7\u30fc\u30c8\u30ea\u30fc\u30c1400G SR4\u30ea\u30f3\u30af\u306f\u3059\u3067\u306b\u4e3b\u6d41\u3067\u3042\u308a\u3001\u5927\u898f\u6a21AI\u30af\u30e9\u30b9\u30bf\u30fc\u5411\u3051\u306e800G DR8\u306e\u51fa\u8377\u3082\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002DSP\u30b9\u30c6\u30fc\u30b8\u3092\u30d0\u30a4\u30d1\u30b9\u3059\u308bLPO\u8a2d\u8a08\u306f\u3001\u96fb\u529b\u4e88\u7b97\u3092\u7d0430%\u524a\u6e1b\u3057\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u304c\u30b5\u30a4\u30c8\u30ec\u30d9\u30eb\u306e\u96fb\u529b\u5236\u9650\u306b\u9054\u3059\u308b\u4e2d\u3067\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u307e\u3059\u3002<br \/>\n*   CPO\u3092\u63a1\u7528\u3059\u308b\u30af\u30e9\u30a6\u30c9AI\/ML\u30af\u30e9\u30b9\u30bf\u30fc\u306e\u5897\u52a0: \u30b3\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\uff08CPO\uff09\u306f\u3001\u5149\u30a8\u30f3\u30b8\u30f3\u3092\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0ASIC\u306e\u96a3\u306b\u7d44\u307f\u8fbc\u3080\u3053\u3068\u3067\u3001\u5f93\u6765\u306e\u30d7\u30e9\u30ac\u30d6\u30eb\u306e\u5230\u9054\u8ddd\u96e2\u5236\u9650\u3092\u6392\u9664\u3057\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u6d88\u8cbb\u3092\u7d0430%\u524a\u6e1b\u3057\u307e\u3059\u3002\u5e02\u5834\u4fa1\u5024\u306f2025\u5e74\u306e24.3\u5104\u7c73\u30c9\u30eb\u304b\u30892030\u5e74\u306b\u306f46.7\u5104\u7c73\u30c9\u30eb\u306b\u5897\u52a0\u3057\u3001CAGR\u306f13.74%\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002CPO\u306f800G\u3092\u8d85\u3048\u308b\u30d7\u30e9\u30ac\u30d6\u30eb\u5149\u90e8\u54c1\u306e\u9577\u671f\u7684\u306a\u7af6\u5408\u76f8\u624b\u3068\u3057\u3066\u4f4d\u7f6e\u4ed8\u3051\u3089\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6291\u5236\u8981\u56e0<br \/>\n*   \u30ec\u30ac\u30b7\u30fc\u30d5\u30a1\u30a4\u30d0\u30fc\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306b\u304b\u304b\u308bCAPEX\u8ca0\u62c5: 400G\u304a\u3088\u3073800G\u3078\u306e\u79fb\u884c\u306f\u3001\u65e2\u5b58\u306e\u30d5\u30a1\u30a4\u30d0\u30fc\u8a2d\u5099\u304cPAM4\u30b7\u30b0\u30ca\u30ea\u30f3\u30b0\u306b\u5fc5\u8981\u306a\u633f\u5165\u640d\u5931\u304a\u3088\u3073\u30ea\u30bf\u30fc\u30f3\u640d\u5931\u30de\u30fc\u30b8\u30f3\u3092\u6b20\u3044\u3066\u3044\u308b\u3053\u3068\u3092\u9732\u5448\u3055\u305b\u308b\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u65b0\u3057\u3044\u30d5\u30a1\u30a4\u30d0\u30fc\u306e\u6577\u8a2d\u307e\u305f\u306f\u8ffd\u52a0\u306e\u6ce2\u9577\u306e\u70b9\u706f\u3068\u3044\u3046\u30c8\u30ec\u30fc\u30c9\u30aa\u30d5\u304c\u751f\u3058\u3001\u4e88\u7b97\u304c\u5897\u5927\u3057\u307e\u3059\u3002<br \/>\n*   \u30ec\u30fc\u30b6\u30fc\u30c0\u30a4\u30aa\u30fc\u30c9\u304a\u3088\u3073DSP\u306e\u4f9b\u7d66\u5236\u7d04: 100G EML\u304a\u3088\u30737nm DSP\u306e\u4e0d\u8db3\u306f\u30012024\u5e74\u7b2c4\u56db\u534a\u671f\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\u751f\u7523\u3092\u6291\u5236\u3057\u3001\u3059\u3067\u306b\u767a\u6ce8\u6e08\u307f\u306e800G\u306e\u6ce8\u6587\u3092\u6ede\u3089\u305b\u307e\u3057\u305f\u3002AI\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u5411\u3051\u306e\u9ad8\u6027\u80fd\u30ec\u30fc\u30b6\u30fc\u306f\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u304c\u9577\u304f\u3001\u30d9\u30f3\u30c0\u30fc\u306f\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u9867\u5ba2\u3078\u306e\u4f9b\u7d66\u3092\u512a\u5148\u305b\u3056\u308b\u3092\u5f97\u307e\u305b\u3093\u3002<\/p>\n<p>\u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u6790<br \/>\n*   \u30d7\u30ed\u30c8\u30b3\u30eb\u5225: InfiniBand\u306f17.45%\u306e\u5805\u8abf\u306aCAGR\u3067\u6210\u9577\u3057\u3066\u304a\u308a\u3001CPU\u30aa\u30d5\u30ed\u30fc\u30c9\u3001100\u30ca\u30ce\u79d2\u672a\u6e80\u306e\u30a8\u30f3\u30c9\u30c4\u30fc\u30a8\u30f3\u30c9\u9045\u5ef6\u3001\u7d44\u307f\u8fbc\u307f\u306eQoS\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u3001\u5927\u898f\u6a21GPU\u30af\u30e9\u30b9\u30bf\u30fc\u306b\u3068\u3063\u3066\u6700\u9069\u306a\u30d5\u30a1\u30d6\u30ea\u30c3\u30af\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30a4\u30fc\u30b5\u30cd\u30c3\u30c8\u306f2024\u5e74\u306b46%\u306e\u53ce\u76ca\u30b7\u30a7\u30a2\u3092\u7dad\u6301\u3057\u3001\u4e3b\u6d41\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u304a\u3088\u3073\u30ad\u30e3\u30ea\u30a2\u5c55\u958b\u306b\u304a\u3044\u3066\u30b3\u30b9\u30c8\u9762\u3067\u9b45\u529b\u7684\u3067\u3059\u3002<br \/>\n*   \u30c7\u30fc\u30bf\u30ec\u30fc\u30c8\u5225: 800G\u30e2\u30b8\u30e5\u30fc\u30eb\u306e\u51fa\u8377\u306f\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u5c55\u958b\u3092\u80cc\u666f\u306b2025\u5e74\u306b60%\u5897\u52a0\u3059\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u304a\u308a\u3001400Gbps\u8d85\u306e\u30b3\u30db\u30fc\u30c8\u306f16.31%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002100\uff5e400Gbps\u306e\u5149\u90e8\u54c1\u306b\u5bfe\u3059\u308b\u9700\u8981\u306f\u3001QSFP-DD\u304a\u3088\u3073QSFP28\u306e\u4fa1\u683c\u4e0b\u843d\u306b\u3088\u308a\u3001\u4f01\u696d\u3067\u5805\u8abf\u306b\u63a8\u79fb\u3057\u300138%\u306e\u30b7\u30a7\u30a2\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30d5\u30a9\u30fc\u30e0\u30d5\u30a1\u30af\u30bf\u30fc\u5225: OSFP\u306f\u3001\u305d\u306e\u5927\u304d\u306a\u71b1\u30a8\u30f3\u30d9\u30ed\u30fc\u30d7\u304c16\u30ec\u30fc\u30f3800G\u5149\u90e8\u54c1\u3092\u30e1\u30e2\u30ea\u30d2\u30fc\u30c8\u30b7\u30f3\u30af\u30b9\u30bf\u30c3\u30af\u306a\u3057\u3067\u51e6\u7406\u3067\u304d\u308b\u305f\u3081\u300116.47%\u306eCAGR\u3067\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002QSFP28\u306f2024\u5e74\u306b42%\u306e\u30e6\u30cb\u30c3\u30c8\u30b7\u30a7\u30a2\u3092\u7dad\u6301\u3057\u3001\u4ee5\u524d\u306e100G\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u3068\u306e\u4e92\u63db\u6027\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30d5\u30a1\u30a4\u30d0\u30fc\u30bf\u30a4\u30d7\u5225: \u30b7\u30f3\u30b0\u30eb\u30e2\u30fc\u30c9\u30d5\u30a1\u30a4\u30d0\u30fc\u306f2024\u5e74\u306b\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u7dcf\u53ce\u76ca\u306e57%\u3092\u5360\u3081\u3001\u9577\u8ddd\u96e2\u304a\u3088\u3073\u30e1\u30c8\u30edDCI\u30ea\u30f3\u30af\u306e\u57fa\u76e4\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u30de\u30eb\u30c1\u30e2\u30fc\u30c9\u30d5\u30a1\u30a4\u30d0\u30fc\u306f14.52%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u304a\u308a\u3001100m\u672a\u6e80\u306e\u5bc6\u306a\u30b5\u30fc\u30d0\u30fc\u30d7\u30fc\u30eb\u306b\u5229\u7528\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5230\u9054\u8ddd\u96e2\u5225: \u30df\u30c7\u30a3\u30a2\u30e0\u30ea\u30fc\u30c1\uff0810\uff5e40km\uff09\u30ea\u30f3\u30af\u306f\u3001\u30e1\u30c8\u30ed\u30a8\u30c3\u30b8\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30af\u30e9\u30b9\u30bf\u30fc\u304c\u624b\u9803\u306a\u4fa1\u683c\u306e\u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u4f1d\u9001\u3092\u5fc5\u8981\u3068\u3059\u308b\u305f\u3081\u300115.32%\u306eCAGR\u3067\u6210\u9577\u3057\u3066\u3044\u307e\u3059\u3002\u30b7\u30e7\u30fc\u30c8\u30ea\u30fc\u30c1\u5149\u90e8\u54c1\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u65bd\u8a2d\u5185\u306eTOR\u304a\u3088\u3073EoR\u30b1\u30fc\u30d6\u30eb\u306e\u91cf\u306b\u3088\u308a\u3001\u4f9d\u7136\u3068\u3057\u3066\u51fa\u8377\u306e48%\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225: \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306f2024\u5e74\u306b61%\u306e\u53ce\u76ca\u3092\u5360\u3081\u300114.87%\u306eCAGR\u3067\u4ed6\u306e\u3059\u3079\u3066\u306e\u5782\u76f4\u5e02\u5834\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30af\u30e9\u30b9\u30bf\u30fc\u306f\u3001\u6570\u4e07\u306eGPU\u3092\u63a5\u7d9a\u3059\u308b\u30ed\u30b9\u30ec\u30b9\u30d5\u30a1\u30d6\u30ea\u30c3\u30af\u3092\u5fc5\u8981\u3068\u3057\u3001800G\u4ee5\u4e0a\u306e\u524d\u4f8b\u306e\u306a\u3044\u9700\u8981\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5730\u57df\u5206\u6790<br \/>\n*   \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b: 2024\u5e74\u306e\u53ce\u76ca\u306e38%\u3092\u5360\u3081\u3001\u4e2d\u56fd\u306e\u56fd\u5185\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3068\u7a4d\u6975\u7684\u306a\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306b\u3088\u308a\u300116.47%\u306eCAGR\u3067\u6210\u9577\u3092\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002\u30a4\u30f3\u30c9\u3001\u65e5\u672c\u3001\u97d3\u56fd\u3082\u6d77\u5e95\u30b1\u30fc\u30d6\u30eb\u306e\u6577\u8a2d\u3084\u65b0\u3057\u3044\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30ad\u30e3\u30f3\u30d1\u30b9\u3067\u8ca2\u732e\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5317\u7c73: \u53ce\u76ca\u30672\u4f4d\u306b\u30e9\u30f3\u30af\u3055\u308c\u3066\u304a\u308a\u3001800G\u5149\u90e8\u54c1\u3092\u5927\u898f\u6a21\u306b\u5c55\u958b\u3059\u308b\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u6240\u6709\u8005\u306e\u6700\u5927\u306e\u30af\u30e9\u30b9\u30bf\u30fc\u306b\u3088\u3063\u3066\u727d\u5f15\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u6b27\u5dde: 3\u4f4d\u306b\u4f4d\u7f6e\u3057\u3001\u53b3\u683c\u306a\u6301\u7d9a\u53ef\u80fd\u6027\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u306b\u6cbf\u3046\u305f\u3081\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u306e\u9ad8\u3044\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u91cd\u8996\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5357\u7c73\u3001\u4e2d\u6771\u3001\u30a2\u30d5\u30ea\u30ab: \u30b0\u30ea\u30fc\u30f3\u30d5\u30a3\u30fc\u30eb\u30c9\u306e\u901a\u4fe1\u30a4\u30f3\u30d5\u30e9\u69cb\u7bc9\u3068\u521d\u671f\u6bb5\u968e\u306e\u30af\u30e9\u30a6\u30c9\u30be\u30fc\u30f3\u3092\u7d44\u307f\u5408\u308f\u305b\u3066\u304a\u308a\u3001\u5c0f\u898f\u6a21\u306a\u30d9\u30fc\u30b9\u304b\u3089\u3067\u306f\u3042\u308a\u307e\u3059\u304c\u3001\u5bfe\u5fdc\u53ef\u80fd\u306a\u30dc\u30ea\u30e5\u30fc\u30e0\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883<br \/>\n\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5e02\u5834\u306f\u4e2d\u7a0b\u5ea6\u306e\u96c6\u4e2d\u5ea6\u3067\u3042\u308a\u3001\u78ba\u7acb\u3055\u308c\u305f\u30d9\u30f3\u30c0\u30fc\u3068\u6025\u901f\u306b\u6210\u9577\u3059\u308b\u5c02\u9580\u4f01\u696d\u304c\u30b7\u30a7\u30a2\u3092\u4e89\u3063\u3066\u3044\u307e\u3059\u3002Coherent\u3001Innolight\u3001Broadcom\u3001Marvell\u306a\u3069\u306e\u4f01\u696d\u306f\u3001800G\u4ee5\u964d\u306e\u4f9b\u7d66\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u30ec\u30fc\u30b6\u30fc\u307e\u305f\u306fDSP\u88fd\u9020\u306b\u6295\u8cc7\u3057\u3001\u5782\u76f4\u7d71\u5408\u3092\u9032\u3081\u3066\u3044\u307e\u3059\u3002II-VI\u304cCoherent\u306b\u79fb\u884c\u3057\u305f\u3088\u3046\u306a\u6700\u8fd1\u306e\u7d71\u5408\u306f\u3001\u5341\u5206\u306a\u8cc7\u672c\u3092\u6301\u305f\u306a\u3044\u65b0\u898f\u53c2\u5165\u8005\u306b\u3068\u3063\u3066\u53c2\u5165\u969c\u58c1\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002\u88fd\u54c1\u306e\u4e8c\u6975\u5316\u3082\u9855\u8457\u3067\u3001DSP\u30d9\u30fc\u30b9\u306e\u30d7\u30e9\u30ac\u30d6\u30eb\u304c\u4e3b\u6d41\u306e400G\u5c55\u958b\u3092\u652f\u914d\u3059\u308b\u4e00\u65b9\u3001LPO\u8a2d\u8a08\u3068\u521d\u671f\u306eCPO\u30d7\u30ed\u30c8\u30bf\u30a4\u30d7\u304c\u6b21\u306e\u30d5\u30ed\u30f3\u30c6\u30a3\u30a2\u3092\u5b9a\u7fa9\u3057\u3066\u3044\u307e\u3059\u3002\u77e5\u7684\u8ca1\u7523\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u56de\u5fa9\u529b\u304c\u3001\u7d14\u7c8b\u306a\u5149\u6027\u80fd\u3068\u4e26\u3093\u3067\u7af6\u4e89\u512a\u4f4d\u6027\u306e\u6c7a\u5b9a\u8981\u56e0\u3068\u3057\u3066\u6d6e\u4e0a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6700\u8fd1\u306e\u696d\u754c\u52d5\u5411<br \/>\n*   2025\u5e745\u6708: Exail\u306f\u3001Airbus\u3068\u306e\u63d0\u643a\u3092\u5f37\u5316\u3057\u3001\u822a\u7a7a\u5b87\u5b99\u5206\u91ce\u306b\u304a\u3051\u308b\u5149\u30d5\u30a1\u30a4\u30d0\u30fc\u30d9\u30fc\u30b9\u306e\u6163\u6027\u822a\u6cd5\u30b7\u30b9\u30c6\u30e0\u306e\u4f9b\u7d66\u3092\u62e1\u5927\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2025\u5e744\u6708: Broadcom\u306f\u3001AI\/ML\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u5411\u3051\u306b\u6700\u9069\u5316\u3055\u308c\u305f\u65b0\u3057\u3044800G\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u3092\u767a\u8868\u3057\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5e02\u5834\u306b\u304a\u3051\u308b\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u5f37\u5316\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2025\u5e743\u6708: Coherent\u306f\u3001\u6b21\u4e16\u4ee3\u306e\u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u5149\u30a8\u30f3\u30b8\u30f3\u6280\u8853\u3092\u767a\u8868\u3057\u3001\u9577\u8ddd\u96e2\u304a\u3088\u3073\u30e1\u30c8\u30ed\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u304a\u3051\u308b\u4f1d\u9001\u5bb9\u91cf\u3068\u52b9\u7387\u306e\u5411\u4e0a\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   2025\u5e742\u6708: Innolight\u306f\u3001LPO\uff08Linear-drive Pluggable Optics\uff09\u6280\u8853\u3092\u642d\u8f09\u3057\u305f400G\u304a\u3088\u3073800G\u30e2\u30b8\u30e5\u30fc\u30eb\u306e\u91cf\u7523\u3092\u958b\u59cb\u3057\u3001\u96fb\u529b\u52b9\u7387\u306e\u9ad8\u3044\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u76f8\u4e92\u63a5\u7d9a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u4e88\u6e2c<br \/>\n\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5e02\u5834\u306f\u3001\u4eca\u5f8c\u6570\u5e74\u9593\u3067\u5927\u5e45\u306a\u6210\u9577\u304c\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u7279\u306b\u3001AI\/ML\u30015G\u3001\u30af\u30e9\u30a6\u30c9\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u666e\u53ca\u304c\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3001\u901a\u4fe1\u4e8b\u696d\u8005\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u304a\u3051\u308b\u5e2f\u57df\u5e45\u9700\u8981\u3092\u52a0\u901f\u3055\u305b\u308b\u4e3b\u8981\u306a\u63a8\u9032\u8981\u56e0\u3068\u306a\u308a\u307e\u3059\u3002800G\u304a\u3088\u30731.6T\u306e\u30d7\u30e9\u30ac\u30d6\u30eb\u30e2\u30b8\u30e5\u30fc\u30eb\u304c\u4e3b\u6d41\u3068\u306a\u308a\u3001LPO\u3084CPO\u3068\u3044\u3063\u305f\u65b0\u3057\u3044\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u304c\u96fb\u529b\u52b9\u7387\u3068\u30b3\u30b9\u30c8\u524a\u6e1b\u306e\u9762\u3067\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3059\u3067\u3057\u3087\u3046\u3002\u5730\u653f\u5b66\u7684\u306a\u7dca\u5f35\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u8106\u5f31\u6027\u306f\u4f9d\u7136\u3068\u3057\u3066\u8ab2\u984c\u3067\u3059\u304c\u3001\u6280\u8853\u9769\u65b0\u3068\u5782\u76f4\u7d71\u5408\u306e\u9032\u5c55\u304c\u5e02\u5834\u306e\u56de\u5fa9\u529b\u3092\u9ad8\u3081\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002\u65b0\u8208\u5e02\u5834\u306b\u304a\u3051\u308b\u901a\u4fe1\u30a4\u30f3\u30d5\u30e9\u306e\u62e1\u5927\u3082\u3001\u9577\u671f\u7684\u306a\u6210\u9577\u3092\u652f\u3048\u308b\u91cd\u8981\u306a\u8981\u7d20\u3067\u3059\u3002<\/p>\n<p>\u672c\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5e02\u5834\u306b\u95a2\u3059\u308b\u5305\u62ec\u7684\u306a\u5206\u6790\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>1. \u8abf\u67fb\u306e\u524d\u63d0\u3068\u5e02\u5834\u5b9a\u7fa9<br \/>\n\u672c\u8abf\u67fb\u306b\u304a\u3051\u308b\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u5e02\u5834\u306f\u3001SFP\u3001QSFP\u3001CFP\u3001OSFP\u306a\u3069\u306e\u30d7\u30e9\u30b0\u30a4\u30f3\u53ef\u80fd\u3067\u30dc\u30fc\u30c9\u5b9f\u88c5\u578b\u306e\u96fb\u6c17\u5149\u5b66\u30e2\u30b8\u30e5\u30fc\u30eb\u3092\u5bfe\u8c61\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306f\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3001\u901a\u4fe1\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30ea\u30f3\u30af\u306b\u304a\u3044\u3066\u3001\u96fb\u6c17\u4fe1\u53f7\u3092\u5149\u4fe1\u53f7\u306b\u5909\u63db\u3057\u3001\u518d\u3073\u96fb\u6c17\u4fe1\u53f7\u306b\u623b\u3059\u5f79\u5272\u3092\u679c\u305f\u3057\u3001\u30b7\u30f3\u30b0\u30eb\u30e2\u30fc\u30c9\u307e\u305f\u306f\u30de\u30eb\u30c1\u30e2\u30fc\u30c9\u30d5\u30a1\u30a4\u30d0\u30fc\u4e0a\u3067\u52d5\u4f5c\u3057\u307e\u3059\u3002\u305f\u3060\u3057\u3001\u30b7\u30b9\u30c6\u30e0\u30aa\u30f3\u30c1\u30c3\u30d7\uff08SoC\uff09\u30d1\u30c3\u30b1\u30fc\u30b8\u306b\u7d44\u307f\u8fbc\u307e\u308c\u305f\u30c7\u30d0\u30a4\u30b9\u3001\u500b\u5225\u306e\u30ec\u30fc\u30b6\u30fc\/\u30c9\u30e9\u30a4\u30d0\u30fc\u30b5\u30d6\u30a2\u30bb\u30f3\u30d6\u30ea\u3001\u30b9\u30a4\u30c3\u30c1\u30e9\u30a4\u30f3\u30ab\u30fc\u30c9\u306b\u6052\u4e45\u7684\u306b\u7d71\u5408\u3055\u308c\u305f\u30e2\u30b8\u30e5\u30fc\u30eb\u3001\u304a\u3088\u3073\u30d1\u30c3\u30b7\u30d6\u9285\u7dda\/\u30c0\u30a4\u30ec\u30af\u30c8\u30a2\u30bf\u30c3\u30c1\u30b1\u30fc\u30d6\u30eb\u306f\u3001\u672c\u8abf\u67fb\u306e\u7bc4\u56f2\u5916\u3068\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>2. \u8abf\u67fb\u65b9\u6cd5\u8ad6<br \/>\n\u672c\u8abf\u67fb\u306f\u3001\u9ad8\u3044\u4fe1\u983c\u6027\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u3001\u591a\u89d2\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u3092\u63a1\u7528\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u4e00\u6b21\u8abf\u67fb: \u5149\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u30a8\u30f3\u30b8\u30cb\u30a2\u3001\u53d7\u8a17\u88fd\u9020\u696d\u8005\u3001\u8ca9\u58f2\u4ee3\u7406\u5e97\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u30a2\u30fc\u30ad\u30c6\u30af\u30c8\u3078\u306e\u69cb\u9020\u5316\u30a4\u30f3\u30bf\u30d3\u30e5\u30fc\u3092\u5b9f\u65bd\u3057\u3001400G\/800G\u306e\u5c0e\u5165\u7387\u3001\u5730\u57df\u3054\u3068\u306e\u5e73\u5747\u8ca9\u58f2\u4fa1\u683c\uff08ASP\uff09\u5272\u5f15\u3001\u30e2\u30b8\u30e5\u30fc\u30eb\u306e\u4ea4\u63db\u30b5\u30a4\u30af\u30eb\u306a\u3069\u3001\u5177\u4f53\u7684\u306a\u5e02\u5834\u306e\u52d5\u5411\u3092\u691c\u8a3c\u3057\u307e\u3057\u305f\u3002<br \/>\n*   \u4e8c\u6b21\u8abf\u67fb: ITU\u306e\u5149\u30dd\u30fc\u30c8\u7d71\u8a08\u3001OECD\u306eFTTH\u666e\u53ca\u7387\u30c7\u30fc\u30bf\u3001TeleGeography\u306e\u5e2f\u57df\u5e45\u4fa1\u683c\u30c8\u30e9\u30c3\u30ab\u30fc\u306a\u3069\u306e\u516c\u958b\u30c7\u30fc\u30bf\u30bb\u30c3\u30c8\u306b\u52a0\u3048\u3001IEEE 802.3\u3084OIF\u306e\u6a19\u6e96\u30c9\u30e9\u30d5\u30c8\u3001Volza\u306e\u8cbf\u6613\u30c7\u30fc\u30bf\u3001\u4f01\u696d\u306e\u5e74\u6b21\u5831\u544a\u66f8\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u30d7\u30ec\u30bc\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u3001Dow Jones Factiva\u306e\u30cb\u30e5\u30fc\u30b9\u30d5\u30a3\u30fc\u30c9\u306a\u3069\u3001\u5e83\u7bc4\u306a\u60c5\u5831\u6e90\u3092\u6d3b\u7528\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5e02\u5834\u898f\u6a21\u63a8\u5b9a\u3068\u4e88\u6e2c: \u901a\u4fe1\u3001\u30b3\u30ed\u30b1\u30fc\u30b7\u30e7\u30f3\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306b\u304a\u3051\u308b\u65e2\u5b58\u306e\u30d5\u30a1\u30a4\u30d0\u30fc\u30ea\u30f3\u30af\u3068\u65b0\u898f\u30dd\u30fc\u30c8\u8ffd\u52a0\u304b\u3089\u30c8\u30c3\u30d7\u30c0\u30a6\u30f3\u3067\u9700\u8981\u3092\u518d\u69cb\u7bc9\u3057\u3001\u30e2\u30b8\u30e5\u30fc\u30eb\u306e\u666e\u53ca\u7387\u3068\u66f4\u65b0\u30b5\u30a4\u30af\u30eb\u3092\u4e57\u3058\u3066\u7b97\u51fa\u3057\u307e\u3057\u305f\u3002\u307e\u305f\u3001\u4e3b\u8981\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u5149\u95a2\u9023\u53ce\u76ca\u3084ASP\u3068\u8ca9\u58f2\u91cf\u306e\u30b5\u30f3\u30d7\u30eb\u30c1\u30a7\u30c3\u30af\u306b\u3088\u308b\u30dc\u30c8\u30e0\u30a2\u30c3\u30d7\u30a2\u30d7\u30ed\u30fc\u30c1\u3082\u4f75\u7528\u3057\u3001\u7d50\u679c\u306e\u6574\u5408\u6027\u3092\u78ba\u4fdd\u3057\u3066\u3044\u307e\u3059\u3002\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u30b5\u30fc\u30d0\u30fc\u30e9\u30c3\u30af\u6570\u30015G\u30df\u30c3\u30c9\u30db\u30fc\u30eb\u30d5\u30a1\u30a4\u30d0\u30fc\u306e\u6577\u8a2d\u3001400G\u306e\u4fa1\u683c\u4e0b\u843d\u3001\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u306e\u6b69\u7559\u307e\u308a\u5411\u4e0a\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u8a2d\u5099\u6295\u8cc7\u306a\u3069\u306e\u4e3b\u8981\u5909\u6570\u3092\u8003\u616e\u3057\u305f\u591a\u5909\u91cf\u56de\u5e30\u5206\u6790\u306b\u3088\u308a\u30012030\u5e74\u307e\u3067\u306e\u4e88\u6e2c\u3092\u884c\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30c7\u30fc\u30bf\u691c\u8a3c\u3068\u66f4\u65b0\u30b5\u30a4\u30af\u30eb: \u4e88\u6e2c\u7d50\u679c\u306f\u3001TeleGeography\u306e\u5bb9\u91cf\u6210\u9577\u3001MIIT\u306e\u30d5\u30a1\u30a4\u30d0\u30fc\u5c55\u958b\u3001\u56db\u534a\u671f\u3054\u3068\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u53ce\u76ca\u3068\u306e\u5dee\u7570\u3092\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3057\u3001\u7570\u5e38\u5024\u306f\u30a2\u30ca\u30ea\u30b9\u30c8\u30c1\u30fc\u30e0\u304c\u30ec\u30d3\u30e5\u30fc\u3057\u307e\u3059\u3002\u30c1\u30c3\u30d7\u4e0d\u8db3\u3001\u65b0\u30d7\u30ed\u30c8\u30b3\u30eb\u306e\u767b\u5834\u3001\u30de\u30af\u30ed\u7d4c\u6e08\u7684\u30b7\u30e7\u30c3\u30af\u306a\u3069\u306b\u3088\u308a\u9700\u8981\u304c\u5927\u304d\u304f\u5909\u52d5\u3059\u308b\u5834\u5408\u306b\u306f\u3001\u4e2d\u9593\u7684\u306a\u8abf\u6574\u304c\u884c\u308f\u308c\u3001\u6bce\u5e74\u66f4\u65b0\u3055\u308c\u307e\u3059\u3002<\/p>\n<p>Mordor Intelligence\u306e\u8abf\u67fb\u306f\u3001\u5e83\u7bc4\u306a\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u30b9\u30b3\u30fc\u30d7\u3001\u52d5\u7684\u306aASP\u30ab\u30fc\u30d6\u306e\u63a1\u7528\u3001\u534a\u5e74\u3054\u3068\u306e\u983b\u7e41\u306a\u66f4\u65b0\u3001\u304a\u3088\u3073\u691c\u8a3c\u6e08\u307f\u306e\u8ca9\u58f2\u4ee3\u7406\u5e97\u5272\u5f15\u3092\u30d9\u30fc\u30b9\u30b1\u30fc\u30b9\u306b\u7d44\u307f\u8fbc\u3093\u3067\u3044\u308b\u305f\u3081\u3001\u4ed6\u306e\u516c\u958b\u3055\u308c\u3066\u3044\u308b\u63a8\u5b9a\u5024\u3068\u6bd4\u8f03\u3057\u3066\u9ad8\u3044\u4fe1\u983c\u6027\u3092\u6301\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>3. \u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc<br \/>\n\u672c\u30ec\u30dd\u30fc\u30c8\u306b\u306f\u3001\u5e02\u5834\u306e\u4e3b\u8981\u306a\u8abf\u67fb\u7d50\u679c\u3068\u7d50\u8ad6\u3092\u307e\u3068\u3081\u305f\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>4. \u5e02\u5834\u6982\u6cc1<br \/>\n*   \u5e02\u5834\u306e\u63a8\u9032\u8981\u56e0: \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u62e1\u5f35\u30015G\u30d5\u30ed\u30f3\u30c8\u30db\u30fc\u30eb\u304a\u3088\u3073\u30d0\u30c3\u30af\u30db\u30fc\u30eb\u30d5\u30a1\u30a4\u30d0\u30fc\u306e\u69cb\u7bc9\u3001400G\/800G\u30a4\u30fc\u30b5\u30cd\u30c3\u30c8\u3078\u306e\u79fb\u884c\u3001CPO\uff08Co-Packaged Optics\uff09\u3092\u63a1\u7528\u3059\u308b\u30af\u30e9\u30a6\u30c9AI\/ML\u30af\u30e9\u30b9\u30bf\u30fc\u306e\u5897\u52a0\u3001LEO\u885b\u661f\u5411\u3051\u306e\u8010\u71b1\u6027\u30e2\u30b8\u30e5\u30fc\u30eb\u306e\u9700\u8981\u306a\u3069\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002<br \/>\n*   \u5e02\u5834\u306e\u963b\u5bb3\u8981\u56e0: \u30ec\u30ac\u30b7\u30fc\u30d5\u30a1\u30a4\u30d0\u30fc\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306b\u304b\u304b\u308b\u8a2d\u5099\u6295\u8cc7\uff08CAPEX\uff09\u8ca0\u62c5\u3001\u30ec\u30fc\u30b6\u30fc\u30c0\u30a4\u30aa\u30fc\u30c9\u304a\u3088\u3073DSP\uff08\u30c7\u30b8\u30bf\u30eb\u4fe1\u53f7\u51e6\u7406\uff09\u306e\u4f9b\u7d66\u5236\u7d04\u304c\u4e3b\u306a\u8ab2\u984c\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<br \/>\n*   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\u30a4\u30fc\u30b5\u30cd\u30c3\u30c8\u3001InfiniBand\u3001\u30d5\u30a1\u30a4\u30d0\u30fc\u30c1\u30e3\u30cd\u30eb\u3001CWDM\/DWDM\u3001FTTx\/PON\u3001\u305d\u306e\u4ed6\u306e\u30d7\u30ed\u30c8\u30b3\u30eb\u3002<br \/>\n*   \u30c7\u30fc\u30bf\u30ec\u30fc\u30c8\u5225: 10 Gbps\u672a\u6e80\u300110\uff5e40 Gbps\u300140\uff5e100 Gbps\u3001100\uff5e400 Gbps\u3001400 Gbps\u8d85\u3002<br \/>\n*   \u30d5\u30a9\u30fc\u30e0\u30d5\u30a1\u30af\u30bf\u30fc\u5225: SFP\/SFP+\u3001QSFP\/QSFP+\u3001QSFP28\/QSFP-DD\u3001CFP\/CFP2\/CFP4\u3001OSFP\u3001\u305d\u306e\u4ed6\u3002<br \/>\n*   \u30d5\u30a1\u30a4\u30d0\u30fc\u30bf\u30a4\u30d7\u5225: \u30b7\u30f3\u30b0\u30eb\u30e2\u30fc\u30c9\u3001\u30de\u30eb\u30c1\u30e2\u30fc\u30c9\u3002<br \/>\n*   \u5230\u9054\u8ddd\u96e2\u5225: \u77ed\u8ddd\u96e2\uff0810 km\u672a\u6e80\uff09\u3001\u4e2d\u8ddd\u96e2\uff0810\uff5e40 km\uff09\u3001\u9577\u8ddd\u96e2\uff0840 km\u8d85\uff09\u3002<br \/>\n*   \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225: \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u3001\u901a\u4fe1\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\/\u30ad\u30e3\u30f3\u30d1\u30b9\u3001\u7523\u696d\u7528\u304a\u3088\u3073\u305d\u306e\u4ed6\u3002<br \/>\n*   \u5730\u57df\u5225: 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\/>\n\u5e02\u5834\u306e\u96c6\u4e2d\u5ea6\u3001\u4e3b\u8981\u4f01\u696d\u306e\u6226\u7565\u7684\u52d5\u5411\u3001\u5e02\u5834\u30b7\u30a7\u30a2\u5206\u6790\u304c\u63d0\u4f9b\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001Coherent Corp.\u3001Lumentum Holdings\u3001Broadcom Inc.\u3001Sumitomo Electric Industries\u3001Huawei Technologies\u3001Cisco Systems (Acacia)\u306a\u3069\u3001\u4e3b\u8981\u306a20\u793e\u4ee5\u4e0a\u306e\u4f01\u696d\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u304c\u542b\u307e\u308c\u3066\u304a\u308a\u3001\u5404\u793e\u306e\u6982\u8981\u3001\u4e3b\u8981\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u8ca1\u52d9\u60c5\u5831\u3001\u6226\u7565\u3001\u5e02\u5834\u30e9\u30f3\u30af\/\u30b7\u30a7\u30a2\u3001\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u3001\u6700\u8fd1\u306e\u52d5\u5411\u306a\u3069\u304c\u7db2\u7f85\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>7. \u5e02\u5834\u6a5f\u4f1a\u3068\u5c06\u6765\u5c55\u671b<br 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