The opto semiconductors market size has grown rapidly in recent years. It will grow from $64.68 billion in 2025 to $72.02 billion in 2026 at a compound annual growth rate (CAGR) of 11.3%. The growth in the historic period can be attributed to early use in automotive lighting systems, reliance on leds for residential illumination, adoption in consumer electronics, growth in infrared sensing applications, expansion of laser diode deployment.
The opto semiconductors market size is expected to see rapid growth in the next few years. It will grow to $112.02 billion in 2030 at a compound annual growth rate (CAGR) of 11.7%. The growth in the forecast period can be attributed to increasing demand for high-power leds, rising adoption of photonic sensors in smart devices, expansion of optical components in telecom networks, development of energy-efficient light-based devices, growth in medical and industrial laser applications. Major trends in the forecast period include adoption of cloud-connected opto-semiconductor systems, expansion of electric mobility lighting components, integration of IoT-driven optical devices, advancement of AI-enabled photonic sensing, development of intelligent manufacturing-ready opto components.
The rising Internet traffic is expected to drive the growth of the opto semiconductors market going forward. Internet traffic refers to the flow of data packets between devices connected to the Internet. The surge in Internet traffic, fueled by the increasing number of online users and the growing demand for high-speed data transmission, is promoting the deployment of fiber-optic communication networks. Optoelectronic semiconductors, including light-emitting diodes (LEDs) and photodetectors, are essential components in fiber-optic communication systems. For instance, in 2025, according to Telefonaktiebolaget LM Ericsson, a Sweden-based telecommunication company, global mobile network data traffic increased by 5% quarter-on-quarter between Q1 2025 and Q2 2025, reaching a total of 180 EB per month. Therefore, the rising Internet traffic is fueling the growth of the opto semiconductors market.
Market leaders in the opto semiconductor arena focus on innovation, exemplified by products such as the LM10 chip, aimed at boosting profitability. The LM10 chip, a monolithic linear integrated circuit, consolidates operational and reference amplifiers onto a single chip. For instance, Lumotive Inc. launched the LM10 chip in August 2023, offering advanced scanning capabilities and dynamic region adjustment for 3D sensing applications in robotics, smart infrastructure, and automotive sectors. Its compact size and reliability enable digital beam steering, overcoming limitations of conventional lidar sensors.
In September 2023, indie Semiconductor, a US-based company specializing in automotive semiconductors, acquired EXALOS AG for an undisclosed consideration. This acquisition is intended to strengthen indie Semiconductor’s ADAS and in-car user experience portfolio by integrating EXALOS’s advanced optical semiconductor technologies to increase design-wins with Tier 1 suppliers and automotive OEMs worldwide. EXALOS AG is a Switzerland-based photonics firm that offers opto-semiconductors.
Major companies operating in the opto semiconductors market are Jenoptik AG, Epistar Corp., Vishay Intertechnology Inc., Osram Opto Semiconductors GmbH, Renesas Electronics Corporation, Nichia Corporation, Toshiba Electronic Devices & Storage Corporation, Mitsubishi Electric Corporation, Rohm Co. Ltd., Broadcom Inc., LITE-ON Technology Corporation, TT Electronics PLC, Littelfuse Inc., Ushio America Inc., Sharp Corporation, Lumileds Holding B.V., Panasonic Corporation, Omnivision Technologies Inc., Sony Corporation, Koninklijke Philips N.V., Texas Instruments Inc., Stanley Electric Co., Everlight Electronics Co.Ltd., Cree Inc., Finisar Corporation, Lumentum Holdings Inc., Applied Optoelectronics Inc., II-VI Incorporated, NeoPhotonics Corporation, Accelink Technologies Co.Ltd., Kingbright Electronic Co. Ltd., Oclaro Inc., Emcore Corporation.
Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report’s Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.
Tariffs have influenced the opto-semiconductor market by increasing costs for imported wafers, LEDs, photodiodes, infrared components, and laser diode assemblies used across automotive, consumer electronics, telecom, and industrial applications. Asia-Pacific, North America, and Europe have experienced cost pressures and longer supply timelines due to dependence on cross-border semiconductor supply chains. Nevertheless, tariffs are boosting domestic fabrication, encouraging local sourcing of optoelectronic materials, and fostering innovation in cost-optimized, high-performance optical devices to strengthen long-term market stability.
The opto semiconductors market research report is one of a series of new reports that provides opto semiconductors market statistics, including opto semiconductors industry global market size, regional shares, competitors with a opto semiconductors market share, detailed opto semiconductors market segments, market trends and opportunities, and any further data you may need to thrive in the opto semiconductors industry. This opto semiconductors market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenario of the industry.
Opto-semiconductors are electronic devices functioning through the absorption and emission of light. Featuring a light-sensitive surface capable of both emitting and absorbing light, these devices generate charge upon light interaction with their p-n junction - an integral component. Common applications include automobile lighting, room illumination, and pulsed laser power mechanisms.
The primary types of opto-semiconductors encompass optocouplers, LEDs, image sensors, infrared components, and laser diodes. Optocouplers facilitate the transmission of electrical signals between isolated circuits using light. Crafted from materials such as silicon, gallium arsenide, gallium phosphide, and indium gallium arsenide, these components find diverse applications across residential, commercial, automotive, consumer electronics, telecommunications, healthcare, and energy sectors.Asia-Pacific was the largest region in the opto semiconductors market in 2025. The regions covered in the opto semiconductors market report are Asia-Pacific, South East Asia, Western Europe, Eastern Europe, North America, South America, Middle East, Africa. The countries covered in the opto semiconductors market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Taiwan, Russia, South Korea, UK, USA, Canada, Italy, Spain.
The opto semiconductor market consists of sales of photodiodes, laser diodes, and solar cells. Values in this market are ‘factory gate’ values, that is, the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors, and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.
The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD unless otherwise specified).
The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.
This product will be delivered within 1-3 business days.
The opto semiconductors market size is expected to see rapid growth in the next few years. It will grow to $112.02 billion in 2030 at a compound annual growth rate (CAGR) of 11.7%. The growth in the forecast period can be attributed to increasing demand for high-power leds, rising adoption of photonic sensors in smart devices, expansion of optical components in telecom networks, development of energy-efficient light-based devices, growth in medical and industrial laser applications. Major trends in the forecast period include adoption of cloud-connected opto-semiconductor systems, expansion of electric mobility lighting components, integration of IoT-driven optical devices, advancement of AI-enabled photonic sensing, development of intelligent manufacturing-ready opto components.
The rising Internet traffic is expected to drive the growth of the opto semiconductors market going forward. Internet traffic refers to the flow of data packets between devices connected to the Internet. The surge in Internet traffic, fueled by the increasing number of online users and the growing demand for high-speed data transmission, is promoting the deployment of fiber-optic communication networks. Optoelectronic semiconductors, including light-emitting diodes (LEDs) and photodetectors, are essential components in fiber-optic communication systems. For instance, in 2025, according to Telefonaktiebolaget LM Ericsson, a Sweden-based telecommunication company, global mobile network data traffic increased by 5% quarter-on-quarter between Q1 2025 and Q2 2025, reaching a total of 180 EB per month. Therefore, the rising Internet traffic is fueling the growth of the opto semiconductors market.
Market leaders in the opto semiconductor arena focus on innovation, exemplified by products such as the LM10 chip, aimed at boosting profitability. The LM10 chip, a monolithic linear integrated circuit, consolidates operational and reference amplifiers onto a single chip. For instance, Lumotive Inc. launched the LM10 chip in August 2023, offering advanced scanning capabilities and dynamic region adjustment for 3D sensing applications in robotics, smart infrastructure, and automotive sectors. Its compact size and reliability enable digital beam steering, overcoming limitations of conventional lidar sensors.
In September 2023, indie Semiconductor, a US-based company specializing in automotive semiconductors, acquired EXALOS AG for an undisclosed consideration. This acquisition is intended to strengthen indie Semiconductor’s ADAS and in-car user experience portfolio by integrating EXALOS’s advanced optical semiconductor technologies to increase design-wins with Tier 1 suppliers and automotive OEMs worldwide. EXALOS AG is a Switzerland-based photonics firm that offers opto-semiconductors.
Major companies operating in the opto semiconductors market are Jenoptik AG, Epistar Corp., Vishay Intertechnology Inc., Osram Opto Semiconductors GmbH, Renesas Electronics Corporation, Nichia Corporation, Toshiba Electronic Devices & Storage Corporation, Mitsubishi Electric Corporation, Rohm Co. Ltd., Broadcom Inc., LITE-ON Technology Corporation, TT Electronics PLC, Littelfuse Inc., Ushio America Inc., Sharp Corporation, Lumileds Holding B.V., Panasonic Corporation, Omnivision Technologies Inc., Sony Corporation, Koninklijke Philips N.V., Texas Instruments Inc., Stanley Electric Co., Everlight Electronics Co.Ltd., Cree Inc., Finisar Corporation, Lumentum Holdings Inc., Applied Optoelectronics Inc., II-VI Incorporated, NeoPhotonics Corporation, Accelink Technologies Co.Ltd., Kingbright Electronic Co. Ltd., Oclaro Inc., Emcore Corporation.
Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report’s Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.
Tariffs have influenced the opto-semiconductor market by increasing costs for imported wafers, LEDs, photodiodes, infrared components, and laser diode assemblies used across automotive, consumer electronics, telecom, and industrial applications. Asia-Pacific, North America, and Europe have experienced cost pressures and longer supply timelines due to dependence on cross-border semiconductor supply chains. Nevertheless, tariffs are boosting domestic fabrication, encouraging local sourcing of optoelectronic materials, and fostering innovation in cost-optimized, high-performance optical devices to strengthen long-term market stability.
The opto semiconductors market research report is one of a series of new reports that provides opto semiconductors market statistics, including opto semiconductors industry global market size, regional shares, competitors with a opto semiconductors market share, detailed opto semiconductors market segments, market trends and opportunities, and any further data you may need to thrive in the opto semiconductors industry. This opto semiconductors market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenario of the industry.
Opto-semiconductors are electronic devices functioning through the absorption and emission of light. Featuring a light-sensitive surface capable of both emitting and absorbing light, these devices generate charge upon light interaction with their p-n junction - an integral component. Common applications include automobile lighting, room illumination, and pulsed laser power mechanisms.
The primary types of opto-semiconductors encompass optocouplers, LEDs, image sensors, infrared components, and laser diodes. Optocouplers facilitate the transmission of electrical signals between isolated circuits using light. Crafted from materials such as silicon, gallium arsenide, gallium phosphide, and indium gallium arsenide, these components find diverse applications across residential, commercial, automotive, consumer electronics, telecommunications, healthcare, and energy sectors.Asia-Pacific was the largest region in the opto semiconductors market in 2025. The regions covered in the opto semiconductors market report are Asia-Pacific, South East Asia, Western Europe, Eastern Europe, North America, South America, Middle East, Africa. The countries covered in the opto semiconductors market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Taiwan, Russia, South Korea, UK, USA, Canada, Italy, Spain.
The opto semiconductor market consists of sales of photodiodes, laser diodes, and solar cells. Values in this market are ‘factory gate’ values, that is, the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors, and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.
The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD unless otherwise specified).
The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.
This product will be delivered within 1-3 business days.
Table of Contents
1. Executive Summary
2. Opto Semiconductors Market Characteristics
3. Opto Semiconductors Market Supply Chain Analysis
4. Global Opto Semiconductors Market Trends and Strategies
5. Opto Semiconductors Market Analysis of End Use Industries
7. Global Opto Semiconductors Strategic Analysis Framework, Current Market Size, Market Comparisons and Growth Rate Analysis
8. Global Opto Semiconductors Total Addressable Market (TAM) Analysis for the Market
9. Opto Semiconductors Market Segmentation
10. Opto Semiconductors Market Regional and Country Analysis
11. Asia-Pacific Opto Semiconductors Market
12. China Opto Semiconductors Market
13. India Opto Semiconductors Market
14. Japan Opto Semiconductors Market
15. Australia Opto Semiconductors Market
16. Indonesia Opto Semiconductors Market
17. South Korea Opto Semiconductors Market
18. Taiwan Opto Semiconductors Market
19. South East Asia Opto Semiconductors Market
20. Western Europe Opto Semiconductors Market
21. UK Opto Semiconductors Market
22. Germany Opto Semiconductors Market
23. France Opto Semiconductors Market
24. Italy Opto Semiconductors Market
25. Spain Opto Semiconductors Market
26. Eastern Europe Opto Semiconductors Market
27. Russia Opto Semiconductors Market
28. North America Opto Semiconductors Market
29. USA Opto Semiconductors Market
30. Canada Opto Semiconductors Market
31. South America Opto Semiconductors Market
32. Brazil Opto Semiconductors Market
33. Middle East Opto Semiconductors Market
34. Africa Opto Semiconductors Market
36. Opto Semiconductors Market Competitive Landscape and Company Profiles
37. Opto Semiconductors Market Other Major and Innovative Companies
40. Opto Semiconductors Market High Potential Countries, Segments and Strategies
41. Appendix
Executive Summary
Opto Semiconductors Market Global Report 2026 provides strategists, marketers and senior management with the critical information they need to assess the market.This report focuses opto semiconductors market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
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Description
Where is the largest and fastest growing market for opto semiconductors? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The opto semiconductors market global report answers all these questions and many more.The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, total addressable market (TAM), market attractiveness score (MAS), competitive landscape, market shares, company scoring matrix, trends and strategies for this market. It traces the market’s historic and forecast market growth by geography.
- The market characteristics section of the report defines and explains the market. This section also examines key products and services offered in the market, evaluates brand-level differentiation, compares product features, and highlights major innovation and product development trends.
- The supply chain analysis section provides an overview of the entire value chain, including key raw materials, resources, and supplier analysis. It also provides a list competitor at each level of the supply chain.
- The updated trends and strategies section analyses the shape of the market as it evolves and highlights emerging technology trends such as digital transformation, automation, sustainability initiatives, and AI-driven innovation. It suggests how companies can leverage these advancements to strengthen their market position and achieve competitive differentiation.
- The regulatory and investment landscape section provides an overview of the key regulatory frameworks, regularity bodies, associations, and government policies influencing the market. It also examines major investment flows, incentives, and funding trends shaping industry growth and innovation.
- The market size section gives the market size ($b) covering both the historic growth of the market, and forecasting its development.
- The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.
- The total addressable market (TAM) analysis section defines and estimates the market potential compares it with the current market size, and provides strategic insights and growth opportunities based on this evaluation.
- The market attractiveness scoring section evaluates the market based on a quantitative scoring framework that considers growth potential, competitive dynamics, strategic fit, and risk profile. It also provides interpretive insights and strategic implications for decision-makers.
- Market segmentations break down the market into sub markets.
- The regional and country breakdowns section gives an analysis of the market in each geography and the size of the market by geography and compares their historic and forecast growth.
- Expanded geographical coverage includes Taiwan and Southeast Asia, reflecting recent supply chain realignments and manufacturing shifts in the region. This section analyzes how these markets are becoming increasingly important hubs in the global value chain.
- The competitive landscape chapter gives a description of the competitive nature of the market, market shares, and a description of the leading companies. Key financial deals which have shaped the market in recent years are identified.
- The company scoring matrix section evaluates and ranks leading companies based on a multi-parameter framework that includes market share or revenues, product innovation, and brand recognition.
Scope
Markets Covered:
1) By Type: Optocouplers; LED; Image Sensor; Infrared Component; Laser Diode2) By Material: Silicon; Gallium Arsenide; Gallium Phosphide; Indium Gallium Arsenide
3) By Application: Residential; Commercial; Automotive; Consumer Electronics; Telecommunication; Healthcare; Energy and Power
Subsegments:
1) By Optocouplers: Phototransistor Optocouplers; Photodiode Optocouplers; Phototransistor with Amplifier; High-Speed Optocouplers2) By LED: Standard LEDs; High-Power LEDs; RGB LEDs; SMD LEDs
3) By Image Sensor: CMOS Image Sensors; CCD Image Sensors; Time-of-Flight Sensors; Near Infrared Sensors
4) By Infrared Component: Infrared Emitters; Infrared Detectors; Infrared Modules; Thermal Infrared Sensors
5) By Laser Diode: Low-Power Laser Diodes; High-Power Laser Diodes; VCSEL (Vertical-Cavity Surface-Emitting Laser); Diode Laser Modules
Companies Mentioned: Jenoptik AG; Epistar Corp.; Vishay Intertechnology Inc.; Osram Opto Semiconductors GmbH; Renesas Electronics Corporation; Nichia Corporation; Toshiba Electronic Devices & Storage Corporation; Mitsubishi Electric Corporation; Rohm Co. Ltd.; Broadcom Inc.; LITE-ON Technology Corporation; TT Electronics PLC; Littelfuse Inc.; Ushio America Inc.; Sharp Corporation; Lumileds Holding B.V.; Panasonic Corporation; Omnivision Technologies Inc.; Sony Corporation; Koninklijke Philips N.V.; Texas Instruments Inc.; Stanley Electric Co.; Everlight Electronics Co.Ltd.; Cree Inc.; Finisar Corporation; Lumentum Holdings Inc.; Applied Optoelectronics Inc.; II-VI Incorporated; NeoPhotonics Corporation; Accelink Technologies Co.Ltd.; Kingbright Electronic Co. Ltd.; Oclaro Inc.; Emcore Corporation
Countries: Australia; Brazil; China; France; Germany; India; Indonesia; Japan; Taiwan; Russia; South Korea; UK; USA; Canada; Italy; Spain.
Regions: Asia-Pacific; South East Asia; Western Europe; Eastern Europe; North America; South America; Middle East; Africa
Time Series: Five years historic and ten years forecast.
Data: Ratios of market size and growth to related markets, GDP proportions, expenditure per capita.
Data Segmentation: Country and regional historic and forecast data, market share of competitors, market segments.
Sourcing and Referencing: Data and analysis throughout the report is sourced using end notes.
Delivery Format: Word, PDF or Interactive Report + Excel Dashboard
Added Benefits:
- Bi-Annual Data Update
- Customisation
- Expert Consultant Support
Companies Mentioned
The companies featured in this Opto Semiconductors market report include:- Jenoptik AG
- Epistar Corp.
- Vishay Intertechnology Inc.
- Osram Opto Semiconductors GmbH
- Renesas Electronics Corporation
- Nichia Corporation
- Toshiba Electronic Devices & Storage Corporation
- Mitsubishi Electric Corporation
- Rohm Co. Ltd.
- Broadcom Inc.
- LITE-ON Technology Corporation
- TT Electronics PLC
- Littelfuse Inc.
- Ushio America Inc.
- Sharp Corporation
- Lumileds Holding B.V.
- Panasonic Corporation
- Omnivision Technologies Inc.
- Sony Corporation
- Koninklijke Philips N.V.
- Texas Instruments Inc.
- Stanley Electric Co.
- Everlight Electronics Co.Ltd.
- Cree Inc.
- Finisar Corporation
- Lumentum Holdings Inc.
- Applied Optoelectronics Inc.
- II-VI Incorporated
- NeoPhotonics Corporation
- Accelink Technologies Co.Ltd.
- Kingbright Electronic Co. Ltd.
- Oclaro Inc.
- Emcore Corporation
Table Information
| Report Attribute | Details |
|---|---|
| No. of Pages | 250 |
| Published | January 2026 |
| Forecast Period | 2026 - 2030 |
| Estimated Market Value ( USD | $ 72.02 Billion |
| Forecasted Market Value ( USD | $ 112.02 Billion |
| Compound Annual Growth Rate | 11.7% |
| Regions Covered | Global |
| No. of Companies Mentioned | 34 |
