{"id":88018,"date":"2026-01-07T08:41:56","date_gmt":"2026-01-06T23:41:56","guid":{"rendered":"https:\/\/www.marketresearch.co.jp\/insights\/roadm-wss-market-mordor\/"},"modified":"2026-04-03T06:56:48","modified_gmt":"2026-04-02T21:56:48","slug":"roadm-wss-market-mordor","status":"publish","type":"post","link":"https:\/\/www.marketresearch.co.jp\/insights\/roadm-wss-market-mordor\/","title":{"rendered":"ROADM\/WSS\u5e02\u5834 \u898f\u6a21\u30fb\u30b7\u30a7\u30a2\u5206\u6790 &#8211; \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\/2026\/01\/roadm-wss-component-market-1754366800203-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\/2026\/01\/roadm-wss-market-size-image-1755868269211.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\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 400G\/800G\u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306e\u6025\u5897<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.2 5G\u30df\u30c3\u30c9\u30db\u30fc\u30eb\u304a\u3088\u3073\u30d0\u30c3\u30af\u30db\u30fc\u30eb\u306e\u9ad8\u5bc6\u5ea6\u5316<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.3 \u30af\u30e9\u30a6\u30c9\u30b9\u30b1\u30fc\u30ebDCI\u306e\u69cb\u7bc9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.4 \u30aa\u30fc\u30d7\u30f3\u5149\u30cd\u30c3\u30c8\u30ef\u30fc\u30ad\u30f3\u30b0\u306e\u53d6\u308a\u7d44\u307f<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.5 \u30a8\u30c3\u30b8\u30af\u30e9\u30a6\u30c9AI\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u306e\u30ed\u30fc\u30ab\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.2.6 \u6d77\u5e95\u30b1\u30fc\u30d6\u30eb\u306e\u975e\u96c6\u7d04\u5316\u50be\u5411<\/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 \u56fa\u5b9aMUX\/DEMUX\u3068\u6bd4\u8f03\u3057\u305f\u9ad8\u3044\u521d\u671f\u8a2d\u5099\u6295\u8cc7<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.2 \u30de\u30eb\u30c1\u30d9\u30f3\u30c0\u30fc\u76f8\u4e92\u904b\u7528\u6027\u306e\u8907\u96d1\u3055<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.3 \u504f\u6ce2\u95a2\u9023\u306e\u6027\u80fd\u30c9\u30ea\u30d5\u30c8<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.3.4 LCOS\u30c0\u30a4\u306b\u304a\u3051\u308b\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u96c6\u4e2d\u30ea\u30b9\u30af<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          4.4 \u696d\u754c\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 \u30dd\u30fc\u30bf\u30fc\u306e5\u3064\u306e\u529b\u5206\u6790<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          4.6.1 \u65b0\u898f\u53c2\u5165\u8005\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.6.2 \u4f9b\u7d66\u8005\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.6.3 \u8cb7\u3044\u624b\u306e\u4ea4\u6e09\u529b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.6.4 \u4ee3\u66ff\u54c1\u306e\u8105\u5a01<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          4.6.5 \u7af6\u4e89\u4e0a\u306e\u5bfe\u7acb<\/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 \u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u6280\u8853\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.1.1 MEMS\u30d9\u30fc\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.2 LCOS\u30d9\u30fc\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.3 \u30d0\u30eb\u30af\u6db2\u6676<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.1.4 \u5e73\u9762\u5149\u5c0e\u6ce2\u8def (PLC)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.2 \u30c1\u30e3\u30cd\u30eb\u306e\u67d4\u8edf\u6027\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.2.1 \u56fa\u5b9a\u30b0\u30ea\u30c3\u30c9WSS (50\/100 GHz)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.2.2 \u30d5\u30ec\u30c3\u30af\u30b9\u30b0\u30ea\u30c3\u30c9WSS (\u2264 12.5 GHz)<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.3 \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.3.1 \u9577\u8ddd\u96e2\u30b3\u30a2\u30cd\u30c3\u30c8\u30ef\u30fc\u30af<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.2 \u30e1\u30c8\u30ed\u304a\u3088\u3073\u5730\u57df\u30cd\u30c3\u30c8\u30ef\u30fc\u30af<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.3 \u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u76f8\u4e92\u63a5\u7d9a (DCI)<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.3.4 \u6d77\u5e95\u30b1\u30fc\u30d6\u30eb\u30b7\u30b9\u30c6\u30e0<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.4 \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.4.1 \u901a\u4fe1\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.2 \u30af\u30e9\u30a6\u30c9\u304a\u3088\u3073\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30aa\u30da\u30ec\u30fc\u30bf\u30fc<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.3 \u30b1\u30fc\u30d6\u30ebMSO<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.4.4 \u653f\u5e9c\u304a\u3088\u3073\u9632\u885b<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li class=\"toc-level-2\">\n          5.5 \u5730\u57df\u5225<\/p>\n<ul>\n<li class=\"toc-level-3\">\n          5.5.1 \u5317\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.1 \u7c73\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.2 \u30ab\u30ca\u30c0<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.1.3 \u30e1\u30ad\u30b7\u30b3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.2 \u30e8\u30fc\u30ed\u30c3\u30d1<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.1 \u30c9\u30a4\u30c4<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.2 \u30a4\u30ae\u30ea\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.3 \u30d5\u30e9\u30f3\u30b9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.4 \u30ed\u30b7\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.2.5 \u305d\u306e\u4ed6\u306e\u30e8\u30fc\u30ed\u30c3\u30d1<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.3 \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.1 \u4e2d\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.2 \u65e5\u672c<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.3 \u30a4\u30f3\u30c9<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.4 \u97d3\u56fd<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.5 \u30aa\u30fc\u30b9\u30c8\u30e9\u30ea\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.3.6 \u305d\u306e\u4ed6\u306e\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.4 \u4e2d\u6771\u304a\u3088\u3073\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.1 \u4e2d\u6771<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.4.1.1 \u30b5\u30a6\u30b8\u30a2\u30e9\u30d3\u30a2<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.4.1.2 \u30a2\u30e9\u30d6\u9996\u9577\u56fd\u9023\u90a6<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.4.1.3 \u305d\u306e\u4ed6\u306e\u4e2d\u6771<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.4.2 \u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.4.2.1 \u5357\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.4.2.2 \u30a8\u30b8\u30d7\u30c8<\/p>\n<\/li>\n<li class=\"toc-level-5\">\n          5.5.4.2.3 \u305d\u306e\u4ed6\u306e\u30a2\u30d5\u30ea\u30ab<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          5.5.5 \u5357\u7c73<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.1 \u30d6\u30e9\u30b8\u30eb<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.2 \u30a2\u30eb\u30bc\u30f3\u30c1\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-4\">\n          5.5.5.3 \u305d\u306e\u4ed6\u306e\u5357\u7c73<\/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\u5411<\/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\u7684\u60c5\u5831\u3001\u4e3b\u8981\u4f01\u696d\u306e\u5e02\u5834\u30e9\u30f3\u30ad\u30f3\u30b0\/\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 \u30eb\u30e1\u30f3\u30bf\u30e0\u30fb\u30db\u30fc\u30eb\u30c7\u30a3\u30f3\u30b0\u30b9\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.2 \u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u793e\uff08II-VI\u793e\u3092\u542b\u3080\uff09<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.3 \u30b5\u30f3\u30c6\u30c3\u30af\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.4 \u30e2\u30ec\u30c3\u30af\u30b9LLC<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.5 \u30a2\u30af\u30bb\u30ea\u30f3\u30af\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30ba\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.6 O-\u30cd\u30c3\u30c8\u30fb\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u30ba\uff08\u6df1\u5733\uff09\u30ea\u30df\u30c6\u30c3\u30c9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.7 \u30a4\u30f3LC\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.8 \u30c7\u30a3\u30b3\u30f3\u30fb\u30d5\u30a1\u30a4\u30d0\u30fc\u30aa\u30d7\u30c6\u30a3\u30af\u30b9\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.9 \u30bb\u30eb\u30ab\u30ed\u30fb\u30de\u30a4\u30af\u30ed\u30c6\u30af\u30ce\u30ed\u30b8\u30fcAG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.10 HOYA\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.11 \u30d5\u30fc\u30d0\u30fc+\u30ba\u30fc\u30ca\u30fc\u30fb\u30ad\u30e5\u30fc\u30d6\u30fb\u30aa\u30d7\u30c6\u30a3\u30af\u30b9AG<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.12 \u30a4\u30fc\u30aa\u30d7\u30c8\u30ea\u30f3\u30af\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.13 AOI\uff08\u30a2\u30eb\u30d5\u30a1\u30fb\u30aa\u30d7\u30c6\u30a3\u30ab\u30eb\u30fb\u30a4\u30f3\u30bf\u30fc\u30b3\u30cd\u30af\u30c8\uff09\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.14 \u5bcc\u58eb\u901a\u30aa\u30d7\u30c6\u30a3\u30ab\u30eb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c4\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.15 NTT\u30a8\u30ec\u30af\u30c8\u30ed\u30cb\u30af\u30b9\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.16 \u30a2\u30b8\u30eb\u30c8\u30ed\u30f3\u30fb\u30a4\u30f3\u30b3\u30fc\u30dd\u30ec\u30a4\u30c6\u30c3\u30c9<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.17 \u30e9\u30a4\u30b8\u30a7\u30f3\u30c8\u30fb\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u30fb\u30b3\u30fc\u30dd\u30ec\u30fc\u30b7\u30e7\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.18 \u30d5\u30a1\u30a4\u30d0\u30fc\u30e9\u30dc\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.19 \u30aa\u30d7\u30c8\u30d7\u30ec\u30c3\u30af\u30b9\u30fb\u30b3\u30fc\u30dd\u30ec\u30fc\u30b7\u30e7\u30f3<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.20 \u6df1\u30bb\u30f3\u30fb\u30cd\u30aa\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u682a\u5f0f\u4f1a\u793e<\/p>\n<\/li>\n<li class=\"toc-level-3\">\n          6.4.21 \u6a2a\u6cb3\u96fb\u6a5f\u682a\u5f0f\u4f1a\u793e<\/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>Roadm WSS\u5e02\u5834\u898f\u6a21\u3001\u30b7\u30a7\u30a2\u3001\u304a\u3088\u30732030\u5e74\u307e\u3067\u306e\u6210\u9577\u30c8\u30ec\u30f3\u30c9\u30ec\u30dd\u30fc\u30c8\u306e\u6982\u8981<\/p>\n<p>Roadm WSS\uff08Wavelength Selective Switch\uff09\u5e02\u5834\u306f\u30012025\u5e74\u306b\u306f10.8\u5104\u7c73\u30c9\u30eb\u306b\u9054\u3057\u30012030\u5e74\u307e\u3067\u306b\u306f19.5\u5104\u7c73\u30c9\u30eb\u306b\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u304a\u308a\u3001\u4e88\u6e2c\u671f\u9593\u4e2d\u306e\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff09\u306f12.53%\u3068\u3001\u5e83\u7bc4\u306a\u5149\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5e02\u5834\u306e\u6210\u9577\u30c8\u30ec\u30f3\u30c9\u3092\u4e0a\u56de\u308b\u898b\u8fbc\u307f\u3067\u3059\u3002\u3053\u306e\u6210\u9577\u306f\u3001400G\/800G\u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306e\u7d99\u7d9a\u30015G\u30df\u30c3\u30c9\u30db\u30fc\u30eb\u30eb\u30fc\u30c8\u306e\u7a20\u5bc6\u5316\u3001\u304a\u3088\u3073\u30a8\u30c3\u30b8\u30af\u30e9\u30a6\u30c9AI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u5897\u52a0\u306b\u3088\u3063\u3066\u63a8\u9032\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u8981\u56e0\u306f\u3001\u65e2\u5b58\u306e\u30d5\u30a1\u30a4\u30d0\u30fc\u8cc7\u7523\u3092\u6700\u5927\u9650\u306b\u6d3b\u7528\u3059\u308b\u30d7\u30ed\u30b0\u30e9\u30de\u30d6\u30eb\u306a\u6ce2\u9577\u30eb\u30fc\u30c6\u30a3\u30f3\u30b0\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3078\u306e\u30ad\u30e3\u30ea\u30a2\u306e\u79fb\u884c\u3092\u4fc3\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u6280\u8853\u9762\u3067\u306f\u3001\u4f4e\u633f\u5165\u640d\u5931\u3068\u512a\u308c\u305f\u30d3\u30fc\u30e0\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u7cbe\u5ea6\u3092\u6301\u3064LCOS\uff08Liquid-Crystal-On-Silicon\uff09\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u304c\u4e3b\u5c0e\u7684\u306a\u5730\u4f4d\u3092\u5360\u3081\u3066\u3044\u307e\u3059\u3002\u307e\u305f\u3001\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u304c\u591a\u69d8\u306a\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u306b\u5bfe\u3057\u3066\u304d\u3081\u7d30\u304b\u306a\u30b9\u30da\u30af\u30c8\u30eb\u5236\u5fa1\u3092\u8ffd\u6c42\u3059\u308b\u4e2d\u3067\u3001\u30d5\u30ec\u30c3\u30af\u30b9\u30b0\u30ea\u30c3\u30c9\u8a2d\u8a08\u304c\u52e2\u3044\u3092\u5897\u3057\u3066\u3044\u307e\u3059\u3002\u5730\u57df\u5225\u306b\u898b\u308b\u3068\u3001\u5782\u76f4\u7d71\u5408\u3055\u308c\u305f\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3068\u5f37\u529b\u306a\u56fd\u5185\u9700\u8981\u3092\u80cc\u666f\u306b\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c\u51fa\u8377\u91cf\u3067\u5e02\u5834\u3092\u652f\u914d\u3057\u3066\u3044\u307e\u3059\u3002\u4e00\u65b9\u3001\u5317\u7c73\u3068\u6b27\u5dde\u3067\u306f\u3001\u975e\u96c6\u7d04\u578b\u30aa\u30fc\u30d7\u30f3\u5149\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u5c0e\u5165\u304c\u52a0\u901f\u3057\u3066\u3044\u307e\u3059\u3002\u521d\u671f\u8a2d\u5099\u6295\u8cc7\u306e\u9ad8\u3055\u306f\u5c0f\u898f\u6a21\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306b\u3068\u3063\u3066\u8ab2\u984c\u3067\u3059\u304c\u3001LCOS\u30b3\u30b9\u30c8\u306e\u4f4e\u4e0b\u3068\u81ea\u52d5\u5316\u306b\u3088\u308b\u904b\u7528\u30b3\u30b9\u30c8\u524a\u6e1b\u304c\u6295\u8cc7\u306e\u6b63\u5f53\u6027\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p># \u4e3b\u8981\u306a\u30ec\u30dd\u30fc\u30c8\u306e\u30dd\u30a4\u30f3\u30c8<\/p>\n<p>*   \u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u6280\u8853: 2024\u5e74\u306b\u306fLCOS\u304cRoadm WSS\u5e02\u5834\u306e46.43%\u306e\u30b7\u30a7\u30a2\u3092\u5360\u3081\u307e\u3057\u305f\u3002\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9LCOS-MEMS\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u30012030\u5e74\u307e\u3067\u306b18.9%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30c1\u30e3\u30cd\u30eb\u67d4\u8edf\u6027: 2024\u5e74\u306b\u306f\u56fa\u5b9a\u30b0\u30ea\u30c3\u30c9\u30b7\u30b9\u30c6\u30e0\u304c64.21%\u306e\u30b7\u30a7\u30a2\u3092\u5360\u3081\u307e\u3057\u305f\u304c\u3001\u30d5\u30ec\u30c3\u30af\u30b9\u30b0\u30ea\u30c3\u30c9\u65b9\u5f0f\u306f2030\u5e74\u307e\u3067\u306b14.23%\u306eCAGR\u3067\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3: 2024\u5e74\u306b\u306f\u30e1\u30c8\u30ed\u304a\u3088\u3073\u5730\u57df\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u304c42.89%\u306e\u30b7\u30a7\u30a2\u3067\u5e02\u5834\u3092\u727d\u5f15\u3057\u307e\u3057\u305f\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u76f8\u4e92\u63a5\u7d9a\u306f\u3001\u4e88\u6e2c\u671f\u9593\u4e2d\u306b15.6%\u306eCAGR\u3067\u6700\u3082\u901f\u3044\u6210\u9577\u3092\u9042\u3052\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc: 2024\u5e74\u306b\u306f\u901a\u4fe1\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u304cRoadm WSS\u5e02\u5834\u30b7\u30a7\u30a2\u306e55.93%\u3092\u5360\u3081\u307e\u3057\u305f\u3002\u30af\u30e9\u30a6\u30c9\u304a\u3088\u3073\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306f\u30012030\u5e74\u307e\u3067\u306b12.97%\u306eCAGR\u3067\u6700\u9ad8\u306e\u6210\u9577\u3092\u8a18\u9332\u3059\u308b\u3068\u898b\u8fbc\u307e\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5730\u57df: 2024\u5e74\u306b\u306f\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c38.72%\u306e\u53ce\u76ca\u3092\u5360\u3081\u3001\u4e2d\u56fd\u306e5G\u5c55\u958b\u3068\u65e5\u672c\u306e\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u7814\u7a76\u306e\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u80cc\u666f\u306b\u30012030\u5e74\u307e\u3067\u306b12.81%\u306eCAGR\u3067\u6210\u9577\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/p>\n<p># \u30b0\u30ed\u30fc\u30d0\u30ebRoadm WSS\u5e02\u5834\u306e\u30c8\u30ec\u30f3\u30c9\u3068\u6d1e\u5bdf<\/p>\n<p> \u63a8\u9032\u8981\u56e0<\/p>\n<p>Roadm WSS\u5e02\u5834\u306e\u6210\u9577\u3092\u727d\u5f15\u3059\u308b\u4e3b\u306a\u8981\u56e0\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\u3002<\/p>\n<p>1.  400G\/800G\u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306e\u6025\u5897: \u30b0\u30ed\u30fc\u30d0\u30eb\u30ad\u30e3\u30ea\u30a2\u306f100G\u304b\u3089400G\u304a\u3088\u3073800G\u306e\u56de\u7dda\u901f\u5ea6\u3078\u306e\u79fb\u884c\u3092\u9032\u3081\u3066\u304a\u308a\u3001LCOS\u30d9\u30fc\u30b9\u306eWSS\u30e2\u30b8\u30e5\u30fc\u30eb\u306b\u5bfe\u3059\u308b\u9700\u8981\u304c\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30e2\u30b8\u30e5\u30fc\u30eb\u306f\u3001\u3088\u308a\u5e83\u3044\u30c1\u30e3\u30cd\u30eb\u5e2f\u57df\u5e45\u3067\u4fe1\u53f7\u306e\u5b8c\u5168\u6027\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002NTT\u3084Telstra-Ciena\u306e\u4e8b\u4f8b\u304c\u793a\u3059\u3088\u3046\u306b\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u5b9a\u7fa9\u306eWSS\u30e6\u30cb\u30c3\u30c8\u306f\u624b\u52d5\u30d1\u30c3\u30c1\u30f3\u30b0\u3092\u7f6e\u304d\u63db\u3048\u3001\u30b5\u30fc\u30d3\u30b9\u5c55\u958b\u3092\u52a0\u901f\u3055\u305b\u307e\u3059\u3002<br \/>\n2.  5G\u30df\u30c3\u30c9\u30db\u30fc\u30eb\u304a\u3088\u3073\u30d0\u30c3\u30af\u30db\u30fc\u30eb\u7db2\u306e\u7a20\u5bc6\u5316: \u5206\u6563\u578bRAN\u30c8\u30dd\u30ed\u30b8\u30fc\u306f\u3001\u96c6\u4e2d\u578b\u30e6\u30cb\u30c3\u30c8\u3068\u5206\u6563\u578b\u30e6\u30cb\u30c3\u30c8\u9593\u306e\u5e2f\u57df\u5e45\u30d0\u30fc\u30b9\u30c8\u3092\u767a\u751f\u3055\u305b\u3001\u9759\u7684\u306aMux-Demux\u30da\u30a2\u3067\u306f\u5bfe\u5fdc\u3067\u304d\u307e\u305b\u3093\u3002\u30a8\u30ea\u30af\u30bd\u30f3\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3084\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u306e\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\uff08China Mobile\u3001NTT DOCOMO\uff09\u306e\u5c55\u958b\u304c\u793a\u3059\u3088\u3046\u306b\u3001\u30ab\u30e9\u30fc\u30ec\u30b9\u30fb\u30c7\u30a3\u30ec\u30af\u30b7\u30e7\u30f3\u30ec\u30b9WSS\u306f\u3001\u30bb\u30eb\u30b5\u30a4\u30c8\u9593\u306e\u5e2f\u57df\u5e45\u518d\u5272\u308a\u5f53\u3066\u3092\u53ef\u80fd\u306b\u3057\u3001\u5f3e\u529b\u7684\u306aRAN\u30b9\u30e9\u30a4\u30b9\u3092\u5b9f\u73fe\u3057\u307e\u3059\u3002<br \/>\n3.  \u30af\u30e9\u30a6\u30c9\u30b9\u30b1\u30fc\u30ebDCI\uff08\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u76f8\u4e92\u63a5\u7d9a\uff09\u306e\u69cb\u7bc9: \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306f\u3001AI\u30e2\u30c7\u30eb\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u306b\u3001\u5206\u6563\u578b\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30af\u30e9\u30b9\u30bf\u30fc\u3092\u30c6\u30e9\u30d3\u30c3\u30c8\u7d1a\u306e\u30d1\u30a4\u30d7\u3067\u63a5\u7d9a\u3057\u3066\u3044\u307e\u3059\u3002Nvidia\u306e\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3084Alibaba\u3001Meta\u306e\u30aa\u30fc\u30d7\u30f3\u30e9\u30a4\u30f3\u30b7\u30b9\u30c6\u30e0\u63a1\u7528\u304c\u793a\u3059\u3088\u3046\u306b\u3001\u30d7\u30ed\u30b0\u30e9\u30de\u30d6\u30eb\u306aWSS\u30ce\u30fc\u30c9\u306f\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u9700\u8981\u306b\u57fa\u3065\u3044\u3066\u6ce2\u9577\u3092\u5236\u5fa1\u3057\u300175GHz\u304a\u3088\u3073150GHz\u306e\u30b9\u30fc\u30d1\u30fc\u30c1\u30e3\u30cd\u30eb\u306b\u5bfe\u3059\u308b\u9700\u8981\u304c\u30d5\u30ec\u30c3\u30af\u30b9\u30b0\u30ea\u30c3\u30c9\u306e\u63a1\u7528\u3092\u4fc3\u9032\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n4.  \u30aa\u30fc\u30d7\u30f3\u5149\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u53d6\u308a\u7d44\u307f: \u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306f\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u591a\u69d8\u5316\u3068\u30b3\u30b9\u30c8\u524a\u6e1b\u306e\u305f\u3081\u306b\u3001\u30e9\u30a4\u30f3\u30b7\u30b9\u30c6\u30e0\u3068\u7aef\u672b\u306e\u5206\u96e2\u3092\u9032\u3081\u3066\u3044\u307e\u3059\u3002AT&#038;T\u306e\u30aa\u30fc\u30d7\u30f3ROADM\u30d7\u30ed\u30b0\u30e9\u30e0\u3084NTT\u306eOpen APN\u306e\u6982\u5ff5\u5b9f\u8a3c\u306f\u3001\u8907\u6570\u306e\u30d9\u30f3\u30c0\u30fc\u306eLCOS\u30d9\u30fc\u30b9WSS\u30e2\u30b8\u30e5\u30fc\u30eb\u304c\u5171\u901a\u306e\u7ba1\u7406\u30bb\u30de\u30f3\u30c6\u30a3\u30af\u30b9\u3067\u540c\u3058\u68da\u306b\u53ce\u307e\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30d9\u30f3\u30c0\u30fc\u30ed\u30c3\u30af\u30a4\u30f3\u304c\u6e1b\u5c11\u3057\u3001\u7af6\u4e89\u304c\u6fc0\u5316\u3057\u3001\u30b3\u30b9\u30c8\u306b\u654f\u611f\u306a\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306e\u9593\u3067\u306e\u63a1\u7528\u304c\u4fc3\u9032\u3055\u308c\u307e\u3059\u3002<br \/>\n5.  \u30a8\u30c3\u30b8\u30af\u30e9\u30a6\u30c9AI\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u306e\u30ed\u30fc\u30ab\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3: \u30a8\u30c3\u30b8\u30af\u30e9\u30a6\u30c9\u306b\u304a\u3051\u308bAI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306e\u5897\u52a0\u306f\u3001\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u306e\u30ed\u30fc\u30ab\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u3092\u4fc3\u9032\u3057\u3001WSS\u6280\u8853\u306e\u9700\u8981\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u3002<br \/>\n6.  \u6d77\u5e95\u30b1\u30fc\u30d6\u30eb\u306e\u975e\u96c6\u7d04\u5316\u30c8\u30ec\u30f3\u30c9: \u6d77\u5e95\u30b1\u30fc\u30d6\u30eb\u306e\u975e\u96c6\u7d04\u5316\u3082\u3001WSS\u5e02\u5834\u306e\u9577\u671f\u7684\u306a\u6210\u9577\u306b\u8ca2\u732e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p> \u6291\u5236\u8981\u56e0<\/p>\n<p>\u5e02\u5834\u306e\u6210\u9577\u3092\u59a8\u3052\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u8981\u56e0\u306f\u4ee5\u4e0b\u306e\u901a\u308a\u3067\u3059\u3002<\/p>\n<p>1.  \u56fa\u5b9aMux\/Demux\u3068\u6bd4\u8f03\u3057\u305f\u9ad8\u3044\u521d\u671f\u8a2d\u5099\u6295\u8cc7: \u5b8c\u5168\u69cb\u6210\u306e\u30de\u30eb\u30c1\u30c7\u30a3\u30b0\u30ea\u30fcROADM\u30ce\u30fc\u30c9\u306f\u3001\u540c\u7b49\u306e\u30dd\u30fc\u30c8\u6570\u306e\u30d1\u30c3\u30b7\u30d6Mux-Demux\u30b7\u30e3\u30fc\u30b7\u3088\u308a\u30823\u301c5\u500d\u9ad8\u4fa1\u306b\u306a\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u4e88\u7b97\u306b\u5236\u7d04\u306e\u3042\u308b\u5730\u57df\u30ad\u30e3\u30ea\u30a2\u306b\u3068\u3063\u3066\u5c0e\u5165\u306e\u969c\u58c1\u3068\u306a\u308a\u307e\u3059\u3002\u305f\u3060\u3057\u3001LCOS\u88fd\u9020\u91cf\u306e\u5897\u52a0\u3068\u30dd\u30fc\u30c8\u5bc6\u5ea6\u306e\u5411\u4e0a\u306b\u3088\u308a\u3001\u30cf\u30fc\u30c9\u30a6\u30a7\u30a2\u30b3\u30b9\u30c8\u306f\u30ec\u30ac\u30b7\u30fc\u30d1\u30c3\u30b7\u30d6\u6a5f\u5668\u306e\u30b3\u30b9\u30c8\u3068\u4ea4\u5dee\u3057\u59cb\u3081\u3066\u3044\u307e\u3059\u3002<br \/>\n2.  \u30de\u30eb\u30c1\u30d9\u30f3\u30c0\u30fc\u76f8\u4e92\u904b\u7528\u6027\u306e\u8907\u96d1\u3055: \u975e\u96c6\u7d04\u578b\u5149\u30b9\u30bf\u30c3\u30af\u306f\u3001\u8907\u6570\u306e\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306e\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3092\u4f7f\u7528\u3059\u308b\u305f\u3081\u3001\u7d71\u5408\u306e\u63a5\u70b9\u304c\u5897\u52a0\u3057\u3001\u4e92\u63db\u6027\u306e\u30ae\u30e3\u30c3\u30d7\u304c\u751f\u3058\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002Deutsche Telekom\u306e\u3088\u3046\u306a\u65e9\u671f\u5c0e\u5165\u4f01\u696d\u306f\u3001\u5fb9\u5e95\u7684\u306a\u30e9\u30dc\u8a8d\u8a3c\u3068\u30aa\u30fc\u30d7\u30f3\u30bd\u30fc\u30b9YANG\u30e2\u30c7\u30eb\u3092\u901a\u3058\u3066\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u5c0f\u898f\u6a21\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306b\u306f\u540c\u69d8\u306e\u30ea\u30bd\u30fc\u30b9\u304c\u4e0d\u8db3\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n3.  \u504f\u6ce2\u95a2\u9023\u306e\u6027\u80fd\u30c9\u30ea\u30d5\u30c8: \u9ad8\u5bb9\u91cf\u5c55\u958b\u306b\u304a\u3044\u3066\u3001\u504f\u6ce2\u306b\u95a2\u9023\u3059\u308b\u6027\u80fd\u306e\u30c9\u30ea\u30d5\u30c8\u304c\u8ab2\u984c\u3068\u306a\u308b\u3053\u3068\u304c\u3042\u308a\u307e\u3059\u3002<br \/>\n4.  LCOS\u30c0\u30a4\u306b\u304a\u3051\u308b\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u96c6\u4e2d\u30ea\u30b9\u30af: LCOS\u30c0\u30a4\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u304c\u7279\u5b9a\u306e\u5730\u57df\u306b\u96c6\u4e2d\u3057\u3066\u3044\u308b\u3053\u3068\u306f\u3001\u4f9b\u7d66\u30ea\u30b9\u30af\u3092\u3082\u305f\u3089\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002<\/p>\n<p># \u30bb\u30b0\u30e1\u30f3\u30c8\u5206\u6790<\/p>\n<p> \u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u6280\u8853\u5225: LCOS\u306e\u7cbe\u5ea6\u304c\u30ea\u30fc\u30c0\u30fc\u30b7\u30c3\u30d7\u3092\u7dad\u6301<\/p>\n<p>LCOS\u30d9\u30fc\u30b9\u306e\u8a2d\u8a08\u306f\u30012024\u5e74\u306bRoadm WSS\u5e02\u5834\u898f\u6a21\u306e46.43%\u3092\u5360\u3081\u3001\u4e88\u6e2c\u671f\u9593\u4e2d\u3082\u512a\u4f4d\u6027\u3092\u7dad\u6301\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u30b5\u30d61dB\u306e\u633f\u5165\u640d\u5931\u306810ms\u672a\u6e80\u306e\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u901f\u5ea6\u304c\u30e1\u30c8\u30ed\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u9045\u5ef6\u8981\u4ef6\u3092\u6e80\u305f\u3059\u305f\u3081\u3067\u3059\u3002MEMS\u65b9\u5f0f\u306f\u9ad8\u30dd\u30fc\u30c8\u6570\u69cb\u7bc9\u3067\u306f\u52a3\u308a\u307e\u3059\u304c\u3001\u30b3\u30b9\u30c8\u306b\u654f\u611f\u306a\u30ea\u30f3\u30af\u3067\u306f\u4f9d\u7136\u3068\u3057\u3066\u91cd\u8981\u3067\u3059\u3002LCOS\u306e\u30d3\u30fc\u30e0\u5236\u5fa1\u3068MEMS\u306e\u4fe1\u983c\u6027\u3092\u7d44\u307f\u5408\u308f\u305b\u305f\u30cf\u30a4\u30d6\u30ea\u30c3\u30c9LCOS-MEMS\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3082\u767b\u5834\u3057\u3001\u30b3\u30f3\u30d1\u30af\u30c8\u306a\u30a2\u30af\u30bb\u30b9\u30ce\u30fc\u30c9\u3067\u306e\u5fdc\u7528\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u30d9\u30fc\u30b9\u306e\u30d7\u30ec\u30fc\u30ca\u30fc\u5149\u5c0e\u6ce2\u8def\u56de\u8def\u306f\u3001\u504f\u6ce2\u4e0d\u611f\u6027\u3084\u30b9\u30da\u30af\u30c8\u30eb\u50be\u659c\u5236\u5fa1\u306b\u304a\u3044\u3066LCOS\u306e\u6027\u80fd\u306b\u53ca\u3070\u305a\u3001\u4ee3\u66ff\u30ea\u30b9\u30af\u306f\u9650\u5b9a\u7684\u3067\u3059\u3002<\/p>\n<p> \u30c1\u30e3\u30cd\u30eb\u67d4\u8edf\u6027\u5225: \u30d5\u30ec\u30c3\u30af\u30b9\u30b0\u30ea\u30c3\u30c9\u304c\u52e2\u3044\u3092\u5897\u3059<\/p>\n<p>\u56fa\u5b9a\u30b0\u30ea\u30c3\u30c9\u6a5f\u5668\u306f\u3001\u30ec\u30ac\u30b7\u30fcDWDM\u30d0\u30c3\u30af\u30dc\u30fc\u30f3\u306b\u304a\u3051\u308b\u78ba\u7acb\u3055\u308c\u305f\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u306b\u3088\u308a\u30012024\u5e74\u306bRoadm WSS\u5e02\u5834\u898f\u6a21\u306e64.21%\u3092\u5360\u3081\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u30d5\u30ec\u30c3\u30af\u30b9\u30b0\u30ea\u30c3\u30c9\u30ce\u30fc\u30c9\u306f\u3001\u30af\u30e9\u30a6\u30c9\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306b\u597d\u307e\u308c\u308b\u30a8\u30a4\u30ea\u30a2\u30f3\u6ce2\u9577\u308475GHz\u30b9\u30fc\u30d1\u30fc\u30c1\u30e3\u30cd\u30eb\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u300114.23%\u306eCAGR\u3067\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306f\u3001\u56fa\u5b9a100GHz\u9593\u9694\u304b\u308937.5GHz\u30d5\u30ec\u30c3\u30af\u30b9\u30c1\u30e3\u30cd\u30eb\u3078\u306e\u5207\u308a\u66ff\u3048\u5f8c\u3001\u30b9\u30da\u30af\u30c8\u30eb\u5229\u7528\u7387\u304c35%\u5411\u4e0a\u3057\u305f\u3068\u5831\u544a\u3057\u3066\u304a\u308a\u3001\u7d4c\u6e08\u7684\u30e1\u30ea\u30c3\u30c8\u3092\u88cf\u4ed8\u3051\u3066\u3044\u307e\u3059\u30021.6T\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u306e\u91cf\u7523\u304c\u9032\u3080\u306b\u3064\u308c\u3066\u3001\u67d4\u8edf\u306a\u30b9\u30da\u30af\u30c8\u30eb\u30b9\u30e9\u30a4\u30b9\u306b\u5bfe\u3059\u308b\u9700\u8981\u304c\u52a0\u901f\u3057\u3001\u30d5\u30ec\u30c3\u30af\u30b9\u30b0\u30ea\u30c3\u30c9\u306e\u5e02\u5834\u30b7\u30a7\u30a2\u3092\u62bc\u3057\u4e0a\u3052\u308b\u3068\u4e88\u60f3\u3055\u308c\u307e\u3059\u3002<\/p>\n<p> \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225: \u30e1\u30c8\u30ed\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u304c\u4e3b\u529b\u3067\u3042\u308a\u7d9a\u3051\u308b<\/p>\n<p>\u30e1\u30c8\u30ed\u304a\u3088\u3073\u5730\u57df\u30ea\u30f3\u30b0\u306f\u3001\u7a20\u5bc6\u306a\u90fd\u5e02\u30d5\u30c3\u30c8\u30d7\u30ea\u30f3\u30c8\u3068\u983b\u7e41\u306a\u30b5\u30fc\u30d3\u30b9\u5909\u66f4\u3092\u53cd\u6620\u3057\u30012024\u5e74\u306bRoadm WSS\u5e02\u5834\u898f\u6a21\u306e42.89%\u3092\u6d88\u8cbb\u3057\u307e\u3057\u305f\u3002\u30de\u30eb\u30c1\u30b5\u30fc\u30d3\u30b9\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306f\u3001\u30ab\u30e9\u30fc\u30ec\u30b9\u30fb\u30c7\u30a3\u30ec\u30af\u30b7\u30e7\u30f3\u30ec\u30b9\u30fb\u30b3\u30f3\u30c6\u30f3\u30b7\u30e7\u30f3\u30ec\u30b9\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u3092\u6d3b\u7528\u3057\u3066\u3001T-DM\u3001\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u3001\u30e2\u30d0\u30a4\u30eb\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u3092\u4e2d\u65ad\u306a\u304f\u79fb\u884c\u3055\u305b\u3066\u3044\u307e\u3059\u3002\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u76f8\u4e92\u63a5\u7d9a\u306f\u3001\u73fe\u5728\u306f\u5c0f\u3055\u3044\u3082\u306e\u306e\u3001\u4e88\u6e2c\u53ef\u80fd\u306a\u4f4e\u9045\u5ef6\u3068\u52d5\u7684\u306a\u5e2f\u57df\u5e45\u30d7\u30fc\u30ea\u30f3\u30b0\u3092\u5fc5\u8981\u3068\u3059\u308bAI\u30af\u30e9\u30b9\u30bf\u30fc\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u306b\u3088\u308a\u3001\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u3044\u308b\u30bb\u30b0\u30e1\u30f3\u30c8\u3067\u3059\uff0815.6% CAGR\uff09\u3002\u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u306e800G QSFP-DD\u30e9\u30a4\u30f3\u30ab\u30fc\u30c9\u306f\u3001WSS\u30e2\u30b8\u30e5\u30fc\u30eb\u304c\u5197\u9577\u30d1\u30b9\u3092\u6700\u9069\u5316\u3059\u308b\u30ea\u30fc\u30d5\u30b9\u30d1\u30a4\u30f3\u30d5\u30a1\u30d6\u30ea\u30c3\u30af\u3092\u7279\u306b\u30bf\u30fc\u30b2\u30c3\u30c8\u3068\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p> \u30a8\u30f3\u30c9\u30e6\u30fc\u30b6\u30fc\u5225: \u901a\u4fe1\u4e8b\u696d\u8005\u304c\u591a\u6570\u3092\u5360\u3081\u308b\u304c\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u304c\u6025\u5897<\/p>\n<p>\u5f93\u6765\u306e\u901a\u4fe1\u30b5\u30fc\u30d3\u30b9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306f\u3001\u81ea\u52d5\u30b9\u30da\u30af\u30c8\u30eb\u30a8\u30f3\u30b8\u30cb\u30a2\u30ea\u30f3\u30b0\u3092\u5fc5\u8981\u3068\u3059\u308b\u5168\u56fd\u7684\u306a\u30d5\u30a1\u30a4\u30d0\u30fc\u8cc7\u7523\u3092\u904b\u7528\u3057\u3066\u3044\u308b\u305f\u3081\u30012024\u5e74\u306bRoadm WSS\u5e02\u5834\u30b7\u30a7\u30a2\u306e55.93%\u3092\u5360\u3081\u307e\u3057\u305f\u3002\u30b1\u30fc\u30d6\u30ebMSO\u3084\u653f\u5e9c\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306f\u3001\u5b89\u5168\u3067\u5805\u7262\u306a\u6a5f\u5668\u3092\u4e2d\u5fc3\u306b\u63a7\u3048\u3081\u306a\u91cf\u3092\u5438\u53ce\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306f\u3001\u5730\u57df\u30ad\u30e3\u30f3\u30d1\u30b9\u3092\u30c6\u30e9\u30d3\u30c3\u30c8\u30ec\u30fc\u30c8\u3067\u76f8\u4e92\u63a5\u7d9a\u3059\u308b\u305f\u3081\u3001\u6700\u3082\u901f\u304412.97%\u306eCAGR\u3092\u8a18\u9332\u3057\u3066\u3044\u307e\u3059\u3002AI\u5bfe\u5fdc\u30d5\u30a1\u30d6\u30ea\u30c3\u30af\u3068\u30aa\u30fc\u30d7\u30f3\u5236\u5fa1API\u3078\u306e\u79fb\u884c\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306b\u53cb\u597d\u7684\u306aWSS\u8a2d\u8a08\u3078\u306e\u65b0\u305f\u306a\u6295\u8cc7\u3092\u3055\u3089\u306b\u50be\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n<p># \u5730\u57df\u5206\u6790<\/p>\n<p>*   \u30a2\u30b8\u30a2\u592a\u5e73\u6d0b: 2024\u5e74\u306b\u306fRoadm WSS\u5e02\u5834\u306e\u53ce\u76ca\u306e38.72%\u3092\u5360\u3081\u30012030\u5e74\u307e\u3067\u306b12.81%\u306eCAGR\u3092\u8a18\u9332\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u79fb\u52d5\u3084NTT\u30c9\u30b3\u30e2\u306a\u3069\u306e\u5730\u57df\u306e\u5927\u624b\u4f01\u696d\u306f\u3001LCOS\u642d\u8f09ROADM\u3067\u30d0\u30c3\u30af\u30dc\u30fc\u30f3\u5bb9\u91cf\u3092\u62e1\u5f35\u3057\u3001\u5730\u65b9\u306e\u30cf\u30d6\u3067\u30ab\u30e9\u30fc\u30ec\u30b9\u30a2\u30c9\u30c9\u30ed\u30c3\u30d7\u3092\u5b9f\u73fe\u3057\u3066\u3044\u307e\u3059\u3002\u5bcc\u58eb\u901a\u5149\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3084O-Net\u306a\u3069\u306e\u5782\u76f4\u7d71\u5408\u578b\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306f\u751f\u7523\u3092\u62e1\u5927\u3057\u3001\u30ea\u30fc\u30c9\u30bf\u30a4\u30e0\u3092\u77ed\u7e2e\u3057\u3001\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3057\u3066\u3044\u307e\u3059\u3002\u5730\u57df\u653f\u5e9c\u306f\u56fd\u5185\u306e\u30b7\u30ea\u30b3\u30f3\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u30d5\u30a1\u30d6\u3092\u63a8\u9032\u3057\u3001\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3092\u8f38\u51fa\u898f\u5236\u304b\u3089\u4fdd\u8b77\u3057\u3001\u9577\u671f\u7684\u306a\u56de\u5fa9\u529b\u3092\u78ba\u4fdd\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u5317\u7c73: \u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u306e\u5c55\u958b\u3068\u30aa\u30fc\u30d7\u30f3\u30e9\u30a4\u30f3\u30b7\u30b9\u30c6\u30e0\u3078\u306e\u6295\u8cc7\u306b\u727d\u5f15\u3055\u308c\u30012\u756a\u76ee\u306b\u5927\u304d\u306a\u8ca2\u732e\u8005\u3067\u3059\u3002Lumentum\u306b\u3088\u308bNeoPhotonics\u306e9\u51041800\u4e07\u7c73\u30c9\u30eb\u3067\u306e\u8cb7\u53ce\u306f\u3001LCOS\u8a2d\u8a08\u3001\u30c9\u30e9\u30a4\u30d0\u30fcASIC\u3001\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u30a8\u30f3\u30c9\u30c4\u30fc\u30a8\u30f3\u30c9\u3067\u7d71\u5408\u3057\u305f\u5730\u57df\u30c1\u30e3\u30f3\u30d4\u30aa\u30f3\u3092\u751f\u307f\u51fa\u3057\u307e\u3057\u305f\u3002\u8907\u6570\u306eISP\u306f\u3001\u30b9\u30c8\u30ea\u30fc\u30df\u30f3\u30b0\u30c6\u30ec\u30e1\u30c8\u30ea\u30fc\u3092\u901a\u3058\u3066\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3055\u308c\u308b\u30aa\u30fc\u30d7\u30f3ROADM\u6a19\u6e96\u3092\u63a1\u7528\u3057\u3001\u8fc5\u901f\u306a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u3092\u4fc3\u9032\u3057\u3066\u3044\u307e\u3059\u3002\u7c73\u56fd\u306eCHIPS\u6cd5\u306f\u3001LCOS\u4f9b\u7d66\u3092\u5358\u4e00\u306e\u5730\u57df\u304b\u3089\u591a\u69d8\u5316\u3055\u305b\u308b\u65b0\u3057\u3044\u30d5\u30a9\u30c8\u30cb\u30c3\u30af\u30d5\u30a1\u30d6\u3092\u652f\u63f4\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u6b27\u5dde: \u76f8\u4e92\u904b\u7528\u53ef\u80fd\u306a\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3068\u6301\u7d9a\u53ef\u80fd\u6027\u30d9\u30f3\u30c1\u30de\u30fc\u30af\u3092\u91cd\u8996\u3057\u3001\u30a8\u30cd\u30eb\u30ae\u30fc\u52b9\u7387\u306e\u9ad8\u3044ROADM\u30ce\u30fc\u30c9\u3092\u63a8\u9032\u3057\u3066\u3044\u307e\u3059\u3002Orange\u3084Deutsche Telekom\u306a\u3069\u306e\u30aa\u30da\u30ec\u30fc\u30bf\u30fc\u306f\u3001\u540c\u7b49\u306eLCOS\u30d6\u30ec\u30fc\u30c9\u3088\u308a\u308230%\u4f4e\u3044\u633f\u5165\u640d\u5931\u3092\u793a\u3059\u30ea\u30c1\u30a6\u30e0\u30cb\u30aa\u30d6\u9178\u30aa\u30f3\u30a4\u30f3\u30b7\u30e5\u30ec\u30fc\u30bf\u30fcWSS\u30d7\u30ed\u30c8\u30bf\u30a4\u30d7\u3092\u8a66\u9a13\u3057\u3066\u3044\u307e\u3059\u3002\u30de\u30eb\u30c1\u30d9\u30f3\u30c0\u30fc\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u5bfe\u3059\u308b\u653f\u7b56\u30a4\u30f3\u30bb\u30f3\u30c6\u30a3\u30d6\u306f\u3001\u30b0\u30ea\u30fc\u30f3\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306e\u76ee\u6a19\u306b\u5408\u308f\u305b\u3066\u88fd\u54c1\u3092\u8abf\u6574\u3059\u308b\u4e2d\u898f\u6a21\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u306b\u9580\u6238\u3092\u958b\u3044\u3066\u3044\u307e\u3059\u3002<\/p>\n<p># \u7af6\u5408\u72b6\u6cc1<\/p>\n<p>Roadm WSS\u5e02\u5834\u306f\u4e2d\u7a0b\u5ea6\u306b\u7d71\u5408\u3055\u308c\u3066\u304a\u308a\u3001\u4e0a\u4f4d5\u793e\u304c2024\u5e74\u306e\u53ce\u76ca\u306e\u63a8\u5b9a66%\u3092\u652f\u914d\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u5c02\u9580\u7684\u306a\u30c1\u30e3\u30ec\u30f3\u30b8\u30e3\u30fc\u304c\u30cb\u30c3\u30c1\u306a\u5dee\u5225\u5316\u3067\u30b7\u30a7\u30a2\u3092\u4fb5\u98df\u3057\u7d9a\u3051\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>*   Lumentum Holdings Inc. \u306f\u3001NeoPhotonics\u8cb7\u53ce\u5f8c\u3001LCOS\u751f\u7523\u309240%\u62e1\u5927\u3057\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30e9\u30fc\u3068\u306e\u4ea4\u6e09\u529b\u3092\u9ad8\u3081\u307e\u3057\u305f\u3002<br \/>\n*   Coherent Corp. \u306f\u3001\u5782\u76f4\u7d71\u5408\u3055\u308c\u305f\u30a8\u30d4\u6210\u9577\u3068\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u30a2\u30bb\u30f3\u30d6\u30ea\u3092\u6d3b\u7528\u3057\u3001AI\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5149\u5b66\u5206\u91ce\u3067\u512a\u4f4d\u306b\u7acb\u3061\u3001\u7c73\u56fd\u306e\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u8907\u6570\u5e74\u5951\u7d04\u3092\u7d50\u3093\u3067\u3044\u307e\u3059\u3002<br \/>\n*   \u30a2\u30b8\u30a2\u306e\u30d9\u30f3\u30c0\u30fc\u3067\u3042\u308bSantec\u3001Accelink Technologies Co., Ltd.\u3001O-Net\u306f\u3001\u56fd\u5185\u8abf\u9054\u306e\u30c9\u30e9\u30a4\u30d0\u30fcIC\u306b\u652f\u3048\u3089\u308c\u3001\u7a4d\u6975\u7684\u306a\u4fa1\u683c\u8a2d\u5b9a\u3068\u8fc5\u901f\u306a\u30ab\u30b9\u30bf\u30e0\u5bfe\u5fdc\u306b\u6ce8\u529b\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u6b27\u5dde\u306e\u30d7\u30ec\u30a4\u30e4\u30fc\u3067\u3042\u308bHUBER+SUHNER Cube Optics\u306f\u3001\u975e\u96c6\u7d04\u578bWSS\u5c55\u958b\u3092\u88dc\u5b8c\u3059\u308b\u8d85\u5c0f\u578b\u30d1\u30c3\u30b7\u30d6\u591a\u91cd\u5316\u3067\u969b\u7acb\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u7279\u8a31\u51fa\u9858\u306f\u3001\u30ec\u30ac\u30b7\u30fc\u306a\u6a5f\u68b0\u7684\u9769\u65b0\u3067\u306f\u306a\u304f\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u5b9a\u7fa9\u306e\u6ce2\u9577\u30aa\u30fc\u30b1\u30b9\u30c8\u30ec\u30fc\u30b7\u30e7\u30f3\u3001AI\u30d9\u30fc\u30b9\u306e\u969c\u5bb3\u4e88\u6e2c\u3001\u30b3\u30d1\u30c3\u30b1\u30fc\u30b8\u7d71\u5408\u3078\u3068\u30b7\u30d5\u30c8\u3057\u3066\u3044\u307e\u3059\u3002\u696d\u754c\u30aa\u30d6\u30b6\u30fc\u30d0\u30fc\u306f\u3001\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u304c\u30a8\u30f3\u30c9\u30c4\u30fc\u30a8\u30f3\u30c9\u306e\u30aa\u30fc\u30d7\u30f3\u5149\u6226\u7565\u306b\u5bfe\u5fdc\u3059\u308b\u305f\u3081\u306b\u3001\u3088\u308a\u5e83\u7bc4\u306a\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u8ffd\u6c42\u3059\u308b\u4e2d\u3067\u3001\u6bb5\u968e\u7684\u306a\u7d71\u5408\u304c\u9032\u3080\u3068\u4e88\u6e2c\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>NewPhotonics\u3084Eoptolink\u306a\u3069\u306e\u65b0\u8208\u30b9\u30bf\u30fc\u30c8\u30a2\u30c3\u30d7\u306f\u3001AI\u30c8\u30e9\u30f3\u30b9\u30dd\u30fc\u30c8\u30d5\u30a1\u30d6\u30ea\u30c3\u30af\u5468\u8fba\u306e\u30db\u30ef\u30a4\u30c8\u30b9\u30da\u30fc\u30b9\u3092\u8ffd\u6c42\u3057\u3001\u6b21\u4e16\u4ee3WSS\u30ed\u30fc\u30c9\u30de\u30c3\u30d7\u3068\u5bc6\u63a5\u306b\u9023\u643a\u3059\u308b1.6T\u30d7\u30e9\u30ac\u30d6\u30eb\u30e2\u30b8\u30e5\u30fc\u30eb\u3084\u30de\u30eb\u30c1\u30b3\u30a2\u30d5\u30a1\u30a4\u30d0\u30fc\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u3092\u5c55\u793a\u3057\u3066\u3044\u307e\u3059\u3002LCOS\u99c6\u52d5\u30b3\u30f3\u30c8\u30ed\u30fc\u30e9\u30fc\u306b\u95a2\u3059\u308b\u4f9b\u7d66\u30ea\u30b9\u30af\u306f\u3001\u8584\u819c\u30ea\u30c1\u30a6\u30e0\u30cb\u30aa\u30d6\u9178\u3084\u30c1\u30e5\u30fc\u30ca\u30d6\u30eb\u6ce2\u9577\u9078\u629e\u30ab\u30d7\u30e9\u30fc\u306a\u3069\u306e\u4ee3\u66ff\u30b9\u30a4\u30c3\u30c1\u30e1\u30ab\u30cb\u30ba\u30e0\u306e\u63a2\u7d22\u3092\u4fc3\u3057\u3066\u3044\u307e\u3059\u3002\u3057\u305f\u304c\u3063\u3066\u3001\u898b\u51fa\u3057\u306e\u7d71\u5408\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u7af6\u4e89\u306e\u6fc0\u3057\u3055\u306f\u4f9d\u7136\u3068\u3057\u3066\u9ad8\u3044\u3067\u3059\u3002<\/p>\n<p># \u6700\u8fd1\u306e\u696d\u754c\u52d5\u5411<\/p>\n<p>*   2025\u5e746\u6708: Mouser\u306f\u3001\u5c4b\u5916\u30d5\u30a1\u30a4\u30d0\u30fc\u306e\u8fc5\u901f\u306a\u7d42\u7aef\u51e6\u7406\u306e\u305f\u3081\u306eMolex Quasar OptiX\u30d5\u30a3\u30fc\u30eb\u30c9\u30de\u30a6\u30f3\u30c8\u30b3\u30cd\u30af\u30bf\u306e\u53d6\u308a\u6271\u3044\u3092\u958b\u59cb\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2025\u5e743\u6708: Eoptolink Technology\u306f\u3001OFC 2025\u3067\u30de\u30eb\u30c1\u30b3\u30a2\u30d5\u30a1\u30a4\u30d0\u30fc\u5411\u3051\u521d\u306e800G\u5149\u30c8\u30e9\u30f3\u30b7\u30fc\u30d0\u30fc\u3092\u767a\u8868\u3057\u3001AI\u30af\u30e9\u30b9\u30bf\u30fc\u306b\u304a\u3051\u308b\u30d5\u30a1\u30a4\u30d0\u30fc\u6570\u3092\u524a\u6e1b\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2025\u5e743\u6708: \u53e4\u6cb3\u96fb\u5de5\u306f\u3001\u30b9\u30da\u30af\u30c8\u30eb\u5230\u9054\u8ddd\u96e2\u3092\u62e1\u5927\u3059\u308b\u305f\u3081\u306b\u300170nm\u3092\u8d85\u3048\u308b30dB\u4ee5\u4e0a\u306e\u30b2\u30a4\u30f3\u3092\u63d0\u4f9b\u3059\u308bS\u30d0\u30f3\u30c9\u96c6\u4e2d\u30e9\u30de\u30f3\u5897\u5e45\u5668\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002<br \/>\n*   2025\u5e742\u6708: Molex\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u306b\u304a\u3051\u308b\u30dd\u30fc\u30c8\u5bc6\u5ea6\u3092\u5411\u4e0a\u3055\u305b\u308b\u305f\u3081\u306e\u9ad8\u901f\u5149\u5b66\u90e8\u54c1\u306e\u63a1\u7528\u52a0\u901f\u3092\u4e88\u6e2c\u3057\u307e\u3057\u305f\u3002<\/p>\n<p>\u3053\u308c\u3089\u306e\u52d5\u5411\u306f\u3001Roadm WSS\u5e02\u5834\u304c\u6280\u8853\u9769\u65b0\u3068\u5e02\u5834\u62e1\u5927\u306e\u6d3b\u767a\u306a\u6642\u671f\u306b\u3042\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u3053\u306e\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306aROADM WSS\uff08Reconfigurable Optical Add\/Drop Multiplexer Wavelength Selective Switch\uff09\u5e02\u5834\u306b\u95a2\u3059\u308b\u8a73\u7d30\u306a\u5206\u6790\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u5e02\u5834\u306e\u4eee\u5b9a\u3001\u5b9a\u7fa9\u3001\u8abf\u67fb\u7bc4\u56f2\u3001\u304a\u3088\u3073\u8abf\u67fb\u65b9\u6cd5\u306b\u3064\u3044\u3066\u8aac\u660e\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u30a8\u30b0\u30bc\u30af\u30c6\u30a3\u30d6\u30b5\u30de\u30ea\u30fc<br \/>\n2025\u5e74\u306b\u304a\u3051\u308bROADM WSS\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u5e02\u5834\u306e\u73fe\u5728\u306e\u4fa1\u5024\u306f10.8\u5104\u7c73\u30c9\u30eb\u3068\u8a55\u4fa1\u3055\u308c\u3066\u304a\u308a\u30012025\u5e74\u304b\u30892030\u5e74\u306b\u304b\u3051\u3066\u5e74\u5e73\u5747\u6210\u9577\u7387\uff08CAGR\uff0912.53%\u3067\u62e1\u5927\u3059\u308b\u3068\u4e88\u6e2c\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n\u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u6280\u8853\u5225\u3067\u306f\u3001LCOS\u30d9\u30fc\u30b9\u306eWSS\u30e2\u30b8\u30e5\u30fc\u30eb\u304c2024\u5e74\u306b46.43%\u306e\u30b7\u30a7\u30a2\u3092\u5360\u3081\u3001\u5e02\u5834\u3092\u30ea\u30fc\u30c9\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u4f4e\u633f\u5165\u640d\u5931\u3068\u9ad8\u3044\u30d3\u30fc\u30e0\u30b9\u30c6\u30a2\u30ea\u30f3\u30b0\u7cbe\u5ea6\u306b\u3088\u308b\u3082\u306e\u3067\u3059\u3002<br \/>\n\u30d5\u30ec\u30ad\u30b7\u30d6\u30eb\u30b0\u30ea\u30c3\u30c9ROADM\u306f\u3001\u591a\u69d8\u306a\u30ec\u30fc\u30c8\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u3088\u308a\u72ed\u3044\u30b9\u30da\u30af\u30c8\u30eb\u5e2f\u57df\u306b\u52b9\u7387\u7684\u306b\u53ce\u5bb9\u3057\u3001\u30d5\u30a1\u30a4\u30d0\u30fc\u5229\u7528\u7387\u3092\u5411\u4e0a\u3055\u305b\u3001400G\/800G\u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u30ea\u30f3\u30af\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u305f\u3081\u3001\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u307e\u3059\u3002<br \/>\n\u5730\u57df\u5225\u3067\u306f\u3001\u30a2\u30b8\u30a2\u592a\u5e73\u6d0b\u5730\u57df\u304c38.72%\u306e\u30b7\u30a7\u30a2\u3067\u53ce\u76ca\u3092\u652f\u914d\u3057\u3066\u304a\u308a\u30015G\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u69cb\u7bc9\u3068\u5782\u76f4\u7d71\u5408\u3055\u308c\u305f\u30d5\u30a9\u30c8\u30cb\u30af\u30b9\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u304c\u305d\u306e\u6210\u9577\u3092\u727d\u5f15\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n\u4e3b\u8981\u306a\u5e02\u5834\u30d7\u30ec\u30a4\u30e4\u30fc\u306b\u306f\u3001Lumentum\u3001Coherent\u3001Santec\u3001Accelink\u3001O-Net\u306a\u3069\u304c\u6319\u3052\u3089\u308c\u3001NewPhotonics\u3084Eoptolink\u3068\u3044\u3063\u305f\u65b0\u8208\u4f01\u696d\u3082\u9769\u65b0\u7684\u306a\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3092\u6295\u5165\u3057\u3066\u3044\u307e\u3059\u3002<\/p>\n<p>\u5e02\u5834\u306e\u52d5\u5411\u3068\u8981\u56e0<br \/>\n\u5e02\u5834\u306e\u6210\u9577\u3092\u4fc3\u9032\u3059\u308b\u4e3b\u306a\u8981\u56e0\u3068\u3057\u3066\u306f\u3001\u4ee5\u4e0b\u306e\u70b9\u304c\u6319\u3052\u3089\u308c\u307e\u3059\u3002<br \/>\n*   400G\/800G\u30b3\u30d2\u30fc\u30ec\u30f3\u30c8\u901a\u4fe1\u3078\u306e\u30a2\u30c3\u30d7\u30b0\u30ec\u30fc\u30c9\u306e\u6025\u5897<br \/>\n*   5G\u30df\u30c3\u30c9\u30db\u30fc\u30eb\u304a\u3088\u3073\u30d0\u30c3\u30af\u30db\u30fc\u30eb\u7db2\u306e\u7dfb\u5bc6\u5316<br \/>\n*   \u30af\u30e9\u30a6\u30c9\u30b9\u30b1\u30fc\u30ebDCI\uff08\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u76f8\u4e92\u63a5\u7d9a\uff09\u306e\u69cb\u7bc9<br \/>\n*   \u30aa\u30fc\u30d7\u30f3\u5149\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u306e\u53d6\u308a\u7d44\u307f<br \/>\n*   \u30a8\u30c3\u30b8\u30af\u30e9\u30a6\u30c9AI\u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u306e\u30ed\u30fc\u30ab\u30e9\u30a4\u30ba<br \/>\n*   \u6d77\u5e95\u30b1\u30fc\u30d6\u30eb\u306e\u975e\u96c6\u7d04\u5316\u30c8\u30ec\u30f3\u30c9<\/p>\n<p>\u4e00\u65b9\u3001\u5e02\u5834\u306e\u6210\u9577\u3092\u6291\u5236\u3059\u308b\u8981\u56e0\u3068\u3057\u3066\u306f\u3001\u4ee5\u4e0b\u306e\u70b9\u304c\u6307\u6458\u3055\u308c\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u56fa\u5b9a\u578bMux\/Demux\u3068\u6bd4\u8f03\u3057\u305f\u9ad8\u984d\u306a\u521d\u671f\u8a2d\u5099\u6295\u8cc7\uff08CAPEX\uff09<br \/>\n*   \u30de\u30eb\u30c1\u30d9\u30f3\u30c0\u30fc\u74b0\u5883\u306b\u304a\u3051\u308b\u76f8\u4e92\u904b\u7528\u6027\u306e\u8907\u96d1\u3055<br \/>\n*   \u504f\u6ce2\u95a2\u9023\u306e\u6027\u80fd\u30c9\u30ea\u30d5\u30c8<br \/>\n*   LCOS\u30c0\u30a4\u306b\u304a\u3051\u308b\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u96c6\u4e2d\u30ea\u30b9\u30af<\/p>\n<p>\u5e02\u5834\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3<br \/>\n\u30ec\u30dd\u30fc\u30c8\u3067\u306f\u3001\u5e02\u5834\u3092\u4ee5\u4e0b\u306e\u4e3b\u8981\u306a\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5206\u3051\u3066\u5206\u6790\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n*   \u30b9\u30a4\u30c3\u30c1\u30f3\u30b0\u6280\u8853\u5225: MEMS\u30d9\u30fc\u30b9\u3001LCOS\u30d9\u30fc\u30b9\u3001\u30d0\u30eb\u30af\u30ea\u30ad\u30c3\u30c9\u30af\u30ea\u30b9\u30bf\u30eb\u3001\u30d7\u30ec\u30fc\u30ca\u30fc\u30e9\u30a4\u30c8\u30a6\u30a7\u30fc\u30d6\u56de\u8def\uff08PLC\uff09<br \/>\n*   \u30c1\u30e3\u30cd\u30eb\u67d4\u8edf\u6027\u5225: \u56fa\u5b9a\u30b0\u30ea\u30c3\u30c9WSS\uff0850\/100 GHz\uff09\u3001\u30d5\u30ec\u30ad\u30b7\u30d6\u30eb\u30b0\u30ea\u30c3\u30c9WSS\uff08\u2264 12.5 GHz\uff09<br \/>\n*   \u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u5225: 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