{"id":75707,"date":"2025-12-31T09:35:04","date_gmt":"2025-12-31T00:35:04","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/hybrid-photonic-integrated-circuit-market-mordor\/"},"modified":"2026-09-15T10:26:57","modified_gmt":"2026-09-15T01:26:57","slug":"hybrid-photonic-integrated-circuit-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/hybrid-photonic-integrated-circuit-market-mordor\/","title":{"rendered":"\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30d5\u30a9\u30c8\u30cb\u30c3\u30af\u96c6\u7a4d\u56de\u8def\u5e02\u5834 \u898f\u6a21\u30fb\u30b7\u30a7\u30a2\u5206\u6790\u3001\u6210\u9577\u52d5\u5411\u3068\u4e88\u6e2c (2025-2030\u5e74)"},"content":{"rendered":"<p><img decoding=\"async\" src=\"https:\/\/www.marketresearch.co.jp\/insights\/wp-content\/uploads\/2025\/12\/hybrid-photonic-integrated-circuit-market-1764661455654-major-players.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\/hybrid-photonic-integrated-circuit-market-size-image-1764659979658.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\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 AI\/ML\u6700\u9069\u5316\u3055\u308c\u305f\u30b3\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u5149\u30c7\u30d0\u30a4\u30b9\u306e\u9700\u8981<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u5e2f\u57df\u5e45\u7206\u767a<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 5G\/6G\u30d5\u30ed\u30f3\u30c8\u30db\u30fc\u30eb\u304a\u3088\u3073\u30df\u30c3\u30c9\u30db\u30fc\u30eb\u5149\u96c6\u7a4d\u5316<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \u30b7\u30ea\u30b3\u30f3 + III-V\u30d8\u30c6\u30ed\u7d71\u5408\u306e\u30b3\u30b9\u30c8\u30af\u30ed\u30b9\u30aa\u30fc\u30d0\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \u9632\u885bLiDAR\u304a\u3088\u3073RF\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u8abf\u9054\u306e\u6025\u5897\uff08\u6a5f\u5bc6\u4e88\u7b97\uff09<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 \u65b0\u8208\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6a19\u6e96\uff08UCIe-P\uff09\u306e\u63a1\u7528<\/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 \u30d8\u30c6\u30ed\u63a5\u5408\u6b69\u7559\u307e\u308a\u306e\u8ab2\u984c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \u71b1\u30df\u30b9\u30de\u30c3\u30c1\u306b\u3088\u308b\u4fe1\u983c\u6027\u306e\u554f\u984c<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u8a2d\u8a08\u81ea\u52d5\u5316\u306e\u305f\u3081\u306e\u9650\u3089\u308c\u305f\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 \u8cc7\u672c\u96c6\u7d04\u578b\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u3078\u306e\u30a2\u30af\u30bb\u30b9\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\uff08\u8a8d\u5b9a\u30e9\u30a4\u30f35\u672a\u6e80\uff09<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \u30d0\u30ea\u30e5\u30fc\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\u7af6\u4e89\u8981\u56e0\u5206\u6790<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.7.1 \u65b0\u898f\u53c2\u5165\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.2 \u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.7.3 \u8cb7\u3044\u624b\u306e\u4ea4\u6e09\u529b<\/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\u4e0a\u306e\u5bfe\u6297\u95a2\u4fc2<\/p>\n<\/li>\n<\/ul>\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 \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 \u30c7\u30fc\u30bf\u901a\u4fe1\u304a\u3088\u3073\u30af\u30e9\u30a6\u30c9\u76f8\u4e92\u63a5\u7d9a<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 \u30c6\u30ec\u30b3\u30e0\u4f1d\u9001\u304a\u3088\u30735G\/6G\u30e2\u30d0\u30a4\u30eb\u30d0\u30c3\u30af\u30db\u30fc\u30eb<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 LiDAR\u304a\u3088\u3073\u5149\u30bb\u30f3\u30b7\u30f3\u30b0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.4 \u30cf\u30a4\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0 (HPC) \u304a\u3088\u3073AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.5 RF\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u304a\u3088\u3073\u30de\u30a4\u30af\u30ed\u6ce2\u30d5\u30a9\u30c8\u30cb\u30af\u30b9<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \u6750\u6599\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \u30b7\u30ea\u30b3\u30f3-III-V\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9 (Si\u4e0a\u306eInP\/GaAs)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \u7a92\u5316\u30b7\u30ea\u30b3\u30f3-III-V<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.3 \u30dd\u30ea\u30de\u30fc\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.4 Si\u4e0a\u306e\u8584\u819c\u30cb\u30aa\u30d6\u9178\u30ea\u30c1\u30a6\u30e0<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.5 \u305d\u306e\u4ed6 (SiGe\u3001AlN\u306a\u3069)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u7523\u696d\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc (\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \u30c6\u30ec\u30b3\u30e0\u4e8b\u696d\u8005\u304a\u3088\u3073\u30cd\u30c3\u30c8\u30ef\u30fc\u30afOEM<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 \u9632\u885b\u304a\u3088\u3073\u822a\u7a7a\u5b87\u5b99<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 \u30d8\u30eb\u30b9\u30b1\u30a2\u304a\u3088\u3073\u30d0\u30a4\u30aa\u30bb\u30f3\u30b7\u30f3\u30b0OEM<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.5 \u7523\u696d\u7528\u304a\u3088\u3073\u81ea\u52d5\u8eca\u7528OEM<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \u5730\u57df\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \u5317\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.1.1 \u7c73\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.1.2 \u30ab\u30ca\u30c0<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.1.3 \u30e1\u30ad\u30b7\u30b3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \u5357\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.2.1 \u30d6\u30e9\u30b8\u30eb<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.2.2 \u30a2\u30eb\u30bc\u30f3\u30c1\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.2.3 \u5357\u7c73\u306e\u305d\u306e\u4ed6\u306e\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \u6b27\u5dde<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.1 \u30c9\u30a4\u30c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.2 \u30a4\u30ae\u30ea\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.3 \u30d5\u30e9\u30f3\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.4 \u30aa\u30e9\u30f3\u30c0<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.3.5 \u6b27\u5dde\u306e\u305d\u306e\u4ed6\u306e\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.1 \u4e2d\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.2 \u30a4\u30f3\u30c9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.3 \u65e5\u672c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.4 \u97d3\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.5 ASEAN<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.4.6 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u306e\u305d\u306e\u4ed6\u306e\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.5 \u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.5.1 \u4e2d\u6771<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.4.5.1.1 \u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.4.5.1.2 \u30a2\u30e9\u30d6\u9996\u9577\u56fd\u9023\u90a6<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.4.5.1.3 \u4e2d\u6771\u306e\u305d\u306e\u4ed6\u306e\u5730\u57df<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.4.5.2 \u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.4.5.2.1 \u5357\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.4.5.2.2 \u30ca\u30a4\u30b8\u30a7\u30ea\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.4.5.2.3 \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\u30b3\u30a2\u30bb\u30b0\u30e1\u30f3\u30c8\u3001\u5229\u7528\u53ef\u80fd\u306a\u8ca1\u52d9\u60c5\u5831\u3001\u6226\u7565\u60c5\u5831\u3001\u4e3b\u8981\u4f01\u696d\u306e\u5e02\u5834\u30e9\u30f3\u30af\/\u30b7\u30a7\u30a2\u3001\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u3001\u304a\u3088\u3073\u6700\u8fd1\u306e\u52d5\u5411\u3092\u542b\u3080\uff09<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          6.4.1 \u30a4\u30f3\u30c6\u30eb \u30b3\u30fc\u30dd\u30ec\u30fc\u30b7\u30e7\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 \u30b7\u30b9\u30b3\u30b7\u30b9\u30c6\u30e0\u30ba\uff08\u30a2\u30ab\u30b7\u30a2\u30fb\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30ba\uff09<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 \u30d6\u30ed\u30fc\u30c9\u30b3\u30e0 \u30a4\u30f3\u30af<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 \u30de\u30fc\u30d9\u30eb\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\uff08\u30a4\u30f3\u30d5\u30a3\uff09<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 \u30eb\u30e1\u30f3\u30bf\u30e0\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 \u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u30fb\u30b3\u30fc\u30dd\u30ec\u30fc\u30b7\u30e7\u30f3\uff08II-VI\uff09<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 \u30ed\u30c3\u30af\u30ea\u30fc\u30fb\u30d5\u30a9\u30c8\u30cb\u30af\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 \u30a2\u30e4\u30fc\u30eb\u30fb\u30e9\u30dc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 \u30ce\u30ad\u30a2\uff08\u30d9\u30eb\u7814\u7a76\u6240\uff09<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 \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          6.4.11 \u30cd\u30aa\u30d5\u30a9\u30c8\u30f3\u30af\u30b9\uff08\u30eb\u30e1\u30f3\u30bf\u30e0\uff09<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 \u30b7\u30a8\u30ca\u30fb\u30b3\u30fc\u30dd\u30ec\u30fc\u30b7\u30e7\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 \u30a8\u30d5\u30a7\u30af\u30c8\u30fb\u30d5\u30a9\u30c8\u30cb\u30af\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 POET\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 \u30ea\u30b8\u30a7\u30f3\u30c6\u30c3\u30afSA<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 \u30a4\u30f3\u30d5\u30a3\u30cd\u30e9\u30fb\u30b3\u30fc\u30dd\u30ec\u30fc\u30b7\u30e7\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 \u30d2\u30e5\u30fc\u30ec\u30c3\u30c8\u30fb\u30d1\u30c3\u30ab\u30fc\u30c9\u30fb\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\uff08HPC\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\uff09<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 \u30b0\u30ed\u30fc\u30d0\u30eb\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30fc\u30ba\uff08SiPh\u30b5\u30fc\u30d3\u30b9\uff09<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 \u30a2\u30a4\u30e1\u30c3\u30af\uff08\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u304a\u3088\u3073MPW\uff09<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 \u30bf\u30ef\u30fc\u30bb\u30df\u30b3\u30f3\u30c0\u30af\u30bf\u30fc<\/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>\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30d5\u30a9\u30c8\u30cb\u30c3\u30af\u96c6\u7a4d\u56de\u8def\u5e02\u5834\u306f\u30012025\u5e74\u306b81.3\u5104\u7c73\u30c9\u30eb\u3068\u63a8\u5b9a\u3055\u308c\u30012030\u5e74\u307e\u3067\u306b150.6\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\u306b13.12%\u306e\u8907\u5408\u5e74\u9593\u6210\u9577\u7387\uff08CAGR\uff09\u3067\u6210\u9577\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u3053\u306e\u5e02\u5834\u306e\u62e1\u5927\u306f\u3001AI\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u30af\u30e9\u30b9\u30bf\u30fc\u306b\u304a\u3051\u308b\u30b3\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\u3078\u306e\u5805\u8abf\u306a\u9700\u8981\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30b9\u30d1\u30a4\u30f3\u30d5\u30a1\u30d6\u30ea\u30c3\u30af\u306e800\u30ae\u30ac\u30d3\u30c3\u30c8\u304a\u3088\u30731.6\u30c6\u30e9\u30d3\u30c3\u30c8\u30ec\u30fc\u30c8\u3078\u306e\u8fc5\u901f\u306a\u66f4\u65b0\u3001\u305d\u3057\u3066\u30b7\u30ea\u30b3\u30f3-III-V\u30d8\u30c6\u30ed\u7d71\u5408\u306e\u30b3\u30b9\u30c8\u30af\u30ed\u30b9\u30aa\u30fc\u30d0\u30fc\u306b\u3088\u3063\u3066\u652f\u3048\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u521d\u671f\u306e\u5149\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u306e\u51fa\u8377\u306b\u3088\u308a\u3001\u30e2\u30b8\u30e5\u30fc\u30eb\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u304c40%\u524a\u6e1b\u3055\u308c\u3001\u30ec\u30a4\u30c6\u30f3\u30b7\u304c10\u30ca\u30ce\u79d2\u672a\u6e80\u306b\u77ed\u7e2e\u3055\u308c\u3001\u6d88\u8cbb\u96fb\u529b\u304c30%\u6e1b\u5c11\u3057\u307e\u3057\u305f\u3002\u4e2d\u56fd\u3001\u53f0\u6e7e\u3001\u7c73\u56fd\u306b\u304a\u3051\u308b\u516c\u7684\u8cc7\u91d1\u306f\u3001\u65b0\u3057\u3044300\u30df\u30ea\u30e1\u30fc\u30c8\u30eb\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u30d5\u30a1\u30d6\u306e\u5efa\u8a2d\u3092\u78ba\u4fdd\u3057\u3066\u304a\u308a\u3001\u8584\u819c\u30cb\u30aa\u30d6\u9178\u30ea\u30c1\u30a6\u30e0\u5909\u8abf\u5668\u306f\u3001\u9577\u8ddd\u96e2\u304a\u3088\u3073\u91cf\u5b50\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5411\u3051\u306e\u4f4e\u96fb\u5727\u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u30ea\u30f3\u30af\u3092\u53ef\u80fd\u306b\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u5546\u696d\u7684\u306a\u6b69\u7559\u307e\u308a\u3067III-V\u30c0\u30a4\u3092\u63a5\u5408\u3067\u304d\u308b\u8a8d\u5b9a\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u304c5\u793e\u3057\u304b\u306a\u3044\u305f\u3081\u3001\u4f9b\u7d66\u306f\u4f9d\u7136\u3068\u3057\u3066\u903c\u8feb\u3057\u3066\u304a\u308a\u3001\u7d71\u5408\u30c7\u30d0\u30a4\u30b9\u30e1\u30fc\u30ab\u30fc\u306f\u4fa1\u683c\u6c7a\u5b9a\u529b\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u30ec\u30dd\u30fc\u30c8\u306e\u30dd\u30a4\u30f3\u30c8<br \/>\n\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225\u3067\u306f\u3001\u30c7\u30fc\u30bf\u30b3\u30e0\u304a\u3088\u3073\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u304c2024\u5e74\u306b46.72%\u306e\u53ce\u76ca\u30b7\u30a7\u30a2\u3092\u5360\u3081\u3001\u9ad8\u6027\u80fd\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u304a\u3088\u3073AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u30bb\u30b0\u30e1\u30f3\u30c8\u306f2030\u5e74\u307e\u3067\u306b14.44%\u306eCAGR\u3067\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u6750\u6599\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5225\u3067\u306f\u3001\u30b7\u30ea\u30b3\u30f3-III-V\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30c7\u30d0\u30a4\u30b9\u304c2024\u5e74\u306b\u5e02\u5834\u30b7\u30a7\u30a2\u306e58.62%\u3092\u5360\u3081\u3001\u8584\u819c\u30cb\u30aa\u30d6\u9178\u30ea\u30c1\u30a6\u30e0\u306f2030\u5e74\u307e\u3067\u306b14.77%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u7523\u696d\u5225\u3067\u306f\u3001\u30af\u30e9\u30a6\u30c9\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u304c2024\u5e74\u306e\u53ce\u76ca\u306e41.83%\u3092\u5360\u3081\u3001\u9632\u885b\u304a\u3088\u3073\u822a\u7a7a\u5b87\u5b99\u30bb\u30af\u30bf\u30fc\u306f2030\u5e74\u307e\u3067\u306b13.88%\u306eCAGR\u3067\u6700\u3082\u901f\u3044\u6210\u9577\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u5730\u57df\u5225\u3067\u306f\u3001\u5317\u7c73\u304c2024\u5e74\u306b38.74%\u3092\u5360\u3081\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306f2025\u5e74\u304b\u30892030\u5e74\u306e\u9593\u306b13.90%\u306e\u5730\u57dfCAGR\u3092\u9054\u6210\u3059\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9\u3068\u6d1e\u5bdf<\/p>\n<p>\u5e02\u5834\u306e\u727d\u5f15\u8981\u56e0<br \/>\n*   AI\/ML\u6700\u9069\u5316\u30b3\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\u9700\u8981\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a+2.8%\uff09\uff1a \u5146\u5358\u4f4d\u306e\u30d1\u30e9\u30e1\u30fc\u30bf\u30e2\u30c7\u30eb\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u306b\u3088\u308a\u3001\u30e9\u30c3\u30af\u3042\u305f\u308a\u306e\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u304c400\u30c6\u30e9\u30d3\u30c3\u30c8\/\u79d2\u3092\u8d85\u3048\u3001\u5f93\u6765\u306e\u30d5\u30ed\u30f3\u30c8\u30d1\u30cd\u30eb\u30d7\u30e9\u30b0\u30a4\u30f3\u3067\u306f\u96fb\u529b\u640d\u5931\u304c\u5927\u304d\u3059\u304e\u307e\u3059\u3002\u30b3\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\u306f\u3001\u30d5\u30a9\u30c8\u30cb\u30c3\u30af\u30c0\u30a4\u3092\u30b9\u30a4\u30c3\u30c1ASIC\u306e\u96a3\u306b\u914d\u7f6e\u3059\u308b\u3053\u3068\u3067\u3001\u96fb\u6c17\u7684\u5230\u9054\u8ddd\u96e2\u3092\u77ed\u7e2e\u3057\u300110\u30ca\u30ce\u79d2\u672a\u6e80\u306e\u30db\u30c3\u30d7\u30ec\u30a4\u30c6\u30f3\u30b7\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002Meta\u306f2024\u5e74\u306eGrand Teton\u30af\u30e9\u30b9\u30bf\u30fc\u3067\u751f\u7523\u6e96\u5099\u3092\u691c\u8a3c\u3057\u3001Ayar Labs\u306f10,000\u500b\u4ee5\u4e0a\u306e\u5149\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u3092\u51fa\u8377\u3057\u30012025\u5e74\u306e\u91cf\u7523\u4f53\u5236\u3092\u78ba\u4fdd\u3057\u307e\u3057\u305f\u3002<br \/>\n*   \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5e2f\u57df\u5e45\u306e\u7206\u767a\u7684\u5897\u52a0\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a+2.5%\uff09\uff1a \u30b0\u30ed\u30fc\u30d0\u30ebIP\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u306f2026\u5e74\u306b\u306f4.8\u30bc\u30bf\u30d0\u30a4\u30c8\u306b\u9054\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306f2025\u5e74\u306b800\u30ae\u30ac\u30d3\u30c3\u30c8\u30a4\u30fc\u30b5\u30cd\u30c3\u30c8\u30012026\u5e74\u306b\u306f1.6\u30c6\u30e9\u30d3\u30c3\u30c8\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\u3078\u306e\u79fb\u884c\u3092\u4e88\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   5G\/6G\u30d5\u30ed\u30f3\u30c8\u30db\u30fc\u30eb\u304a\u3088\u3073\u30df\u30c3\u30c9\u30db\u30fc\u30eb\u5149\u9ad8\u5bc6\u5ea6\u5316\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a+1.9%\uff09\uff1a 6G\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u306f2028\u5e74\u307e\u3067\u306b\u30bb\u30af\u30bf\u30fc\u3042\u305f\u308a100\u30ae\u30ac\u30d3\u30c3\u30c8\u3092\u76ee\u6a19\u3068\u3057\u3066\u304a\u308a\u3001\u30bb\u30eb\u30b5\u30a4\u30c8\u3067\u306e\u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u691c\u51fa\u3078\u3068\u696d\u754c\u3092\u5c0e\u3044\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30b7\u30ea\u30b3\u30f3+III-V\u30d8\u30c6\u30ed\u7d71\u5408\u306e\u30b3\u30b9\u30c8\u30af\u30ed\u30b9\u30aa\u30fc\u30d0\u30fc\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a+2.1%\uff09\uff1a \u30a6\u30a7\u30cf\u30b9\u30b1\u30fc\u30eb\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u306b\u3088\u308a\u30012024\u5e74\u306b\u306f\u30c0\u30a4\u30b3\u30b9\u30c8\u304c50\u7c73\u30c9\u30eb\u3092\u4e0b\u56de\u308a\u3001\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30c7\u30d0\u30a4\u30b9\u304c\u7d14\u7c8b\u306aIII-V\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u3088\u308a\u3082\u4f4e\u30b3\u30b9\u30c8\u306b\u306a\u308a\u307e\u3057\u305f\u3002<br \/>\n*   \u9632\u885bLiDAR\u304a\u3088\u3073RF\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u8abf\u9054\u306e\u6025\u5897\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a+1.4%\uff09\uff1a \u9632\u885b\u30b7\u30b9\u30c6\u30e0\u306b\u304a\u3051\u308bLiDAR\u3084RF\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u306e\u9700\u8981\u304c\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u65b0\u8208\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6a19\u6e96\uff08UCIe-P\uff09\u306e\u63a1\u7528\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a+1.6%\uff09\uff1a \u65b0\u3057\u3044\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u6a19\u6e96\u306e\u63a1\u7528\u304c\u5e02\u5834\u3092\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u6291\u5236\u8981\u56e0<br \/>\n*   \u30d8\u30c6\u30ed\u30b8\u30cb\u30a2\u30b9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u306e\u6b69\u7559\u307e\u308a\u8ab2\u984c\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a-0.8%\uff09\uff1a 300\u30df\u30ea\u30e1\u30fc\u30c8\u30eb\u30b7\u30ea\u30b3\u30f3\u4e0a\u3067\u306eIII-V\u30c0\u30a4\u306e\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u306f\u3001\u4f9d\u7136\u3068\u3057\u306692\uff5e95%\u306e\u6b69\u7559\u307e\u308a\u3057\u304b\u9054\u6210\u3067\u304d\u305a\u3001\u30e6\u30cb\u30c3\u30c8\u30b3\u30b9\u30c8\u3092\u62bc\u3057\u4e0a\u3052\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u71b1\u81a8\u5f35\u4fc2\u6570\u306e\u4e0d\u4e00\u81f4\u306b\u3088\u308b\u4fe1\u983c\u6027\u554f\u984c\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a-0.6%\uff09\uff1a \u30b7\u30ea\u30b3\u30f3\u3068\u30ea\u30f3\u5316\u30a4\u30f3\u30b8\u30a6\u30e0\u306f\u71b1\u81a8\u5f35\u4fc2\u6570\u304c40%\u7570\u306a\u308b\u305f\u3081\u3001-40\u2103\u304b\u3089+125\u2103\u306e\u30b5\u30a4\u30af\u30eb\u3067\u5fdc\u529b\u4e80\u88c2\u304c\u767a\u751f\u3057\u3001\u4fe1\u983c\u6027\u306b\u5f71\u97ff\u3092\u4e0e\u3048\u307e\u3059\u3002<br \/>\n*   \u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u8a2d\u8a08\u81ea\u52d5\u5316\u306e\u305f\u3081\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u304c\u9650\u5b9a\u7684\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a-0.4%\uff09\uff1a \u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u8a2d\u8a08\u81ea\u52d5\u5316\u306e\u305f\u3081\u306e\u30c4\u30fc\u30eb\u3084\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u307e\u3060\u5341\u5206\u306b\u6210\u719f\u3057\u3066\u3044\u307e\u305b\u3093\u3002<br \/>\n*   \u8cc7\u672c\u96c6\u7d04\u7684\u306a\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u30a2\u30af\u30bb\u30b9\u306e\u30dc\u30c8\u30eb\u30cd\u30c3\u30af\uff08\u8a8d\u5b9a\u30e9\u30a4\u30f3\u304c5\u793e\u672a\u6e80\uff09\uff08CAGR\u3078\u306e\u5f71\u97ff\uff1a-0.7%\uff09\uff1a 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\/>\n\u9ad8\u6027\u80fd\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u304a\u3088\u3073AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u306f14.44%\u306e\u6700\u901fCAGR\u3092\u793a\u3057\u3066\u304a\u308a\u3001\u3053\u308c\u306f\u96fb\u6c17SerDes\u3092\u4e0a\u56de\u308bGPU\u9593\u5e2f\u57df\u5e45\u306e\u6025\u5897\u3092\u53cd\u6620\u3057\u3066\u3044\u307e\u3059\u3002\u30c7\u30fc\u30bf\u30b3\u30e0\u304a\u3088\u3073\u30af\u30e9\u30a6\u30c9\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u306f\u3001100\u30ae\u30ac\u30d3\u30c3\u30c8\u304a\u3088\u3073400\u30ae\u30ac\u30d3\u30c3\u30c8\u30ea\u30f3\u30af\u306e\u65e2\u5b58\u57fa\u76e4\u304c800\u30ae\u30ac\u30d3\u30c3\u30c8\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\u306b\u79fb\u884c\u3059\u308b\u3053\u3068\u3067\u300146.72%\u3068\u6700\u5927\u306e\u30b7\u30a7\u30a2\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u3002AI\u30a2\u30af\u30bb\u30e9\u30ec\u30fc\u30bf\u5e02\u5834\u898f\u6a21\u306f\u30012025\u5e74\u304b\u30892030\u5e74\u306e\u9593\u306b25\u5104\u7c73\u30c9\u30eb\u4ee5\u4e0a\u5897\u52a0\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u30e8\u30fc\u30ed\u30c3\u30d1\u3068\u30a2\u30b8\u30a2\u306b\u304a\u3051\u308b\u30bd\u30d6\u30ea\u30f3AI\u306e\u69cb\u7bc9\u304c\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6750\u6599\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u5225\uff1a\u30cb\u30aa\u30d6\u9178\u30ea\u30c1\u30a6\u30e0\u304c\u52e2\u3044\u3092\u5897\u3059<br \/>\n\u30b7\u30ea\u30b3\u30f3-III-V\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u306f\u6210\u719f\u3057\u305f\u30a8\u30d4\u30bf\u30ad\u30b7\u30fc\u3068\u30b2\u30a4\u30f3\u30e1\u30c7\u30a3\u30a2\u306b\u3088\u308a2024\u5e74\u306e\u53ce\u76ca\u306e58.62%\u3092\u7dad\u6301\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u30cb\u30aa\u30d6\u9178\u30ea\u30c1\u30a6\u30e0\u306f14.77%\u306eCAGR\u3067\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002\u8584\u819c\u30cb\u30aa\u30d6\u9178\u30ea\u30c1\u30a6\u30e0\u306f2\u30dc\u30eb\u30c8\u672a\u6e80\u3067\u03c0\u4f4d\u76f8\u30b7\u30d5\u30c8\u3092\u53ef\u80fd\u306b\u3057\u3001\u30b3\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u30e2\u30b8\u30e5\u30fc\u30eb\u306e\u6d88\u8cbb\u96fb\u529b\u309240%\u524a\u6e1b\u3057\u307e\u3059\u3002\u30b7\u30ea\u30b3\u30f3\u7a92\u5316-III-V\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306f\u8d85\u4f4e\u640d\u5931\u5c0e\u6ce2\u8def\u306b\u3088\u308a\u91cf\u5b50\u304a\u3088\u3073\u6d77\u5e95\u30b1\u30fc\u30d6\u30eb\u30d9\u30f3\u30c0\u30fc\u306b\u9b45\u529b\u7684\u3067\u3042\u308a\u3001\u30dd\u30ea\u30de\u30fc\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u306f\u30b3\u30b9\u30c8\u306b\u654f\u611f\u306a\u6d88\u8cbb\u8005\u30c7\u30d0\u30a4\u30b9\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u7523\u696d\u5225\uff1a\u9632\u885b\u304a\u3088\u3073\u822a\u7a7a\u5b87\u5b99\u304c\u52a0\u901f<br 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\/>\n\u5317\u7c73\u306f2024\u5e74\u306e\u53ce\u76ca\u306e38.74%\u3092\u5360\u3081\u3001Intel\u306e\u30cb\u30e5\u30fc\u30e1\u30ad\u30b7\u30b3\u5de5\u5834\u3084Ayar Labs\u306e\u91cf\u7523\u51fa\u8377\u306b\u652f\u3048\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u9023\u90a6CHIPS\u6cd5\u306b\u3088\u308b\u7dcf\u984d15\u5104\u7c73\u30c9\u30eb\u306e\u52a9\u6210\u91d1\u306f\u3001\u30d5\u30a9\u30c8\u30cb\u30af\u30b9R&#038;D\u306b\u5145\u3066\u3089\u308c\u3001\u5730\u57df\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u78ba\u4fdd\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<br \/>\n\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306f\u3001\u4e2d\u56fd\u306e100\u5104\u7c73\u30c9\u30eb\u306e\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u523a\u6fc0\u7b56\u3068\u53f0\u6e7e\u306e\u5148\u9032\u30d1\u30c3\u30b1\u30fc\u30b8\u30f3\u30b0\u30af\u30e9\u30b9\u30bf\u30fc\u306b\u727d\u5f15\u3055\u308c\u300113.90%\u306e\u6700\u9ad8\u306eCAGR\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002TSMC\u306e\u677e\u6c5f\u30d1\u30a4\u30ed\u30c3\u30c8\u30e9\u30a4\u30f3\u306f\u30012026\u5e74\u307e\u3067\u306b\u6708\u959310,000\u679a\u306e\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9\u30c0\u30a4\u30a6\u30a7\u30cf\u751f\u7523\u3092\u76ee\u6307\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30e8\u30fc\u30ed\u30c3\u30d1<br \/>\n\u30e8\u30fc\u30ed\u30c3\u30d1\u306f\u3001Imec\u306e\u30de\u30eb\u30c1\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u30a6\u30a7\u30cf\u30d7\u30ed\u30b0\u30e9\u30e0\u3068\u30aa\u30e9\u30f3\u30c0\u306e\u30ea\u30bd\u30b0\u30e9\u30d5\u30a3\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306e\u6069\u6075\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u304c\u3001\u5e02\u5834\u898f\u6a21\u306f\u5317\u7c73\u3068\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u306b\u9045\u308c\u3092\u3068\u3063\u3066\u3044\u307e\u3059\u3002\u6b27\u5dde\u30c1\u30c3\u30d7\u30b9\u6cd5\u306f\u3001\u30d8\u30c6\u30ed\u30b8\u30cb\u30a2\u30b9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u3068\u91cf\u5b50\u30c7\u30d0\u30a4\u30b9\u306b\u7126\u70b9\u3092\u5f53\u3066\u305f\u30d1\u30a4\u30ed\u30c3\u30c8\u30e9\u30a4\u30f3\u306b5\u5104\u30e6\u30fc\u30ed\u3092\u5272\u308a\u5f53\u3066\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<br \/>\n\u4e2d\u6771\u306e\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306f\u30e1\u30c8\u30ed\u30ea\u30f3\u30af\u306b400\u30ae\u30ac\u30d3\u30c3\u30c8\u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u3092\u5c0e\u5165\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u73fe\u5730\u88fd\u9020\u306f\u6700\u5c0f\u9650\u3067\u3059\u3002\u30a2\u30d5\u30ea\u30ab\u3067\u306f\u3001\u5357\u30a2\u30d5\u30ea\u30ab\u3067\u30d6\u30ed\u30fc\u30c9\u30d0\u30f3\u30c9\u30a2\u30af\u30bb\u30b9\u5411\u3051\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u306e\u521d\u671f\u30d1\u30a4\u30ed\u30c3\u30c8\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u304c\u9032\u884c\u4e2d\u3067\u3059\u3002<\/p>\n<p>\u7af6\u4e89\u74b0\u5883<br \/>\n\u4e0a\u4f4d5\u793e\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\uff08Intel\u3001Broadcom\u3001Marvell\u3001Lumentum\u3001Cisco\uff09\u304c\u5408\u8a08\u3067\u7d0435%\u306e\u53ce\u76ca\u3092\u5360\u3081\u3066\u304a\u308a\u3001\u4e2d\u7a0b\u5ea6\u306e\u5e02\u5834\u96c6\u4e2d\u5ea6\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002\u65e2\u5b58\u4f01\u696d\u306f\u6210\u719f\u3057\u305fIII-V\u30a8\u30d4\u30bf\u30ad\u30b7\u30fc\u3068\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3092\u6d3b\u7528\u3057\u3066\u3044\u307e\u3059\u304c\u3001Ayar Labs\u3084Rockley Photonics\u306e\u3088\u3046\u306a\u30d9\u30f3\u30c1\u30e3\u30fc\u652f\u63f4\u4f01\u696d\u306f\u3001\u5f93\u6765\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\u30a2\u30bb\u30f3\u30d6\u30ea\u3092\u8fc2\u56de\u3059\u308b\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3092\u9032\u5316\u3055\u305b\u3001\u30b5\u30a4\u30af\u30eb\u309212\u30f6\u6708\u77ed\u7e2e\u3057\u3066\u3044\u307e\u3059\u3002\u5546\u696d\u7684\u306a\u30d8\u30c6\u30ed\u30b8\u30cb\u30a2\u30b9\u30dc\u30f3\u30c7\u30a3\u30f3\u30b0\u304c\u53ef\u80fd\u306a\u30d5\u30a1\u30a6\u30f3\u30c9\u30ea\u306fIntel\u3001GlobalFoundries\u3001Tower\u3001TSMC Songjiang\u3001IMEC\u306e5\u793e\u306b\u9650\u3089\u308c\u3066\u304a\u308a\u3001\u69cb\u9020\u7684\u306a\u53c2\u5165\u969c\u58c1\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u4e3b\u8981\u306a\u30d7\u30ec\u30fc\u30e4\u30fc<br \/>\n\u4e3b\u8981\u306a\u30d7\u30ec\u30fc\u30e4\u30fc\u306b\u306f\u3001Intel Corporation\u3001Broadcom Inc.\u3001Lumentum Holdings\u3001Marvell Technology (Inphi)\u3001Coherent Corp. (II-VI)\u306a\u3069\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002<\/p>\n<p>\u6700\u8fd1\u306e\u696d\u754c\u52d5\u5411<br \/>\n*   2024\u5e7410\u6708\uff1a Intel Corporation\u306f\u3001\u30cb\u30e5\u30fc\u30e1\u30ad\u30b7\u30b3\u5de5\u5834\u3067\u30b3\u30d1\u30c3\u30b1\u30fc\u30b8\u30c9\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\u30e2\u30b8\u30e5\u30fc\u30eb\u306e\u91cf\u7523\u3092\u958b\u59cb\u3057\u3001\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u30c0\u30a4\u3092\u30b9\u30a4\u30c3\u30c1ASIC\u3068\u76f4\u63a5\u7d71\u5408\u3059\u308b\u3053\u3068\u3067\u300110\u30ca\u30ce\u79d2\u672a\u6e80\u306e\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\u30ec\u30a4\u30c6\u30f3\u30b7\u3092\u5b9f\u73fe\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2024\u5e749\u6708\uff1a Ayar Labs\u306f\u3001Microsoft\u3068Google\u304c\u4e3b\u5c0e\u3059\u308b1\u51045500\u4e07\u7c73\u30c9\u30eb\u306e\u30b7\u30ea\u30fc\u30baD\u8cc7\u91d1\u8abf\u9054\u30e9\u30a6\u30f3\u30c9\u3092\u5b8c\u4e86\u3057\u3001\u7dcf\u8abf\u9054\u984d\u306f3\u51047000\u4e07\u7c73\u30c9\u30eb\u306b\u9054\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u6295\u8cc7\u306f\u3001TeraPHY\u5149I\/O\u30c1\u30c3\u30d7\u30ec\u30c3\u30c8\u306e\u751f\u7523\u80fd\u529b\u62e1\u5927\u306b\u5145\u3066\u3089\u308c\u30012025\u5e74\u534a\u3070\u307e\u3067\u306b\u56db\u534a\u671f\u3042\u305f\u308a100,000\u30e6\u30cb\u30c3\u30c8\u306e\u751f\u7523\u76ee\u6a19\u3092\u8a2d\u5b9a\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   2024\u5e748\u6708\uff1a Broadcom\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u4fe1\u53f7\u30d7\u30ed\u30bb\u30c3\u30b5\u3068III-V\u5909\u8abf\u5668\u3092\u5358\u4e00\u30c0\u30a4\u306b\u7d71\u5408\u3057\u305f\u30e2\u30ce\u30ea\u30b7\u30c3\u30af\u30d5\u30a9\u30c8\u30cb\u30c3\u30af-\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30c3\u30af\u5171\u540c\u8a2d\u8a08\u3092\u7279\u5fb4\u3068\u3059\u308b1.6\u30c6\u30e9\u30d3\u30c3\u30c8\u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u30d7\u30e9\u30ac\u30d6\u30eb\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\u306f\u3001\u4ee5\u524d\u306e800\u30ae\u30ac\u30d3\u30c3\u30c8\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\u3068\u6bd4\u8f03\u3057\u3066\u6d88\u8cbb\u96fb\u529b\u309240%\u524a\u6e1b\u3057\u307e\u3059\u3002<br \/>\n*   2024\u5e747\u6708\uff1a 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