The latest live Excel file (download from Optical Components report page) and upcoming 2Q25 Optical Components Report include a breakdown of 1.6TbE modules by type (SR, DR, FR, LR) for the first time. The breakdown is based on feedback from module vendors, suppliers, and users. Initial Cignal AI forecasts of the 1.6TbE market combined all reaches into a single number forecast, and all module shipments to date were combined into one category (“All”). Starting this quarter, past shipment and forecasted modules will be broken out by type.
Historical Rollout of DR/FR/SR Modules
DR and FR are typically the first module types to reach high volumes following the introduction of a new speed. Often, FR is the first technology available as EML (used in FR) performance is initially better than SiPho (used in DR). Longer term, the volume split between the two technologies is determined by customer requirements. Customers who prefer single fiber infrastructure (as opposed to ribbon fiber) will require FR. FR provides more span budget and works better with most Optical Circuit Switch (OCS) technologies. Operators who do not use OCSs or who have multi-fiber infrastructure can use DR as less expensive module option.
Longer term, SR optics become a larger part of the rollout as VCSEL performance improves to meet the requirements for higher speeds. LR optics have always been a relatively small part of the overall market, as most connections inside the datacenter do not require 10km span budgets.
400GbE Optics History
As can be seen in the history and forecast for 400GbE, initial volumes were almost entirely DR and FR. Typically, SR optics are not a part of the initial rollout of a new speed as development of VCSELs at the latest speed can take longer than SiPho or EMLs. However, with 400GbE VCSEL performance at 50G/lane and 100G/lane was good enough for early SR optics deployment. The demand and applications for LR optics are much lower, and LR optics remain on the fringes of development and deployment.
Clients log in to access full report