Introduction
2024 was an extraordinary year of growth for datacom optics. The AI explosion that started in the second half of 2023 accelerated through 2024, with almost 7 million high speed optical modules shipping in Q3 alone – surpassing all of 2023. Whereas normal datacenter growth for module shipment was typically in the 30-50% range, module shipments grew 300% YoY in the third quarter. The report examines which optical component vendors have taken the most advantage of the AI boom.
Cignal AI’s Optical Components Report tracks the revenues of companies that are in the datacom optical component business, whether they are building complete modules or subcomponents like VCSELs and EMLs. The numbers do not include silicon vendors – e.g. PAM-4 DSPs or linear amplifiers. Note that companies whose revenue is listed in the report as “Other” are not included in this analysis, as those companies prefer not to have their revenue-based market share revealed.
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