Deep Dive: Market study on integrated photonics

The Netherlands has a strong and integrated ecosystem for photonic integrated circuits (PICs). The demand for ‘light chips’ is expected to grow rapidly towards 2040, driven in part by data and AI. This is revealed by a market study conducted by Roland Berger commissioned by Invest-NL. The deep dive aimed to better understand where the opportunities lie and what is needed to strengthen the Dutch ecosystem.  

The study shows that the Netherlands is internationally distinctive because the ecosystem encompasses the entire value chain: design, manufacturing, integration, and application development.