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Yole: The optical transceiver market is expected to reach US$22.4 billion in 2029

Posted by xiaomo on May 28, 2024 at 12:05pm 0 Comments

The outlook for the optical module market is bleak due to reduced data center demand and capital expenditure constraints. However, starting in March 2023, demand for 800G modules surged, driven by hyperscale customers such as Google, Amazon, and Nvidia, resulting in a significant increase in orders and shipments. Microsoft and Meta also increased demand for 400G modules in the second half of 2023, reflecting the expanding AI-driven market. Suppliers are preparing for this growth by increasing… Continue
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