Google’s AI Buildout Drives Higher Optical Circuit Switching Forecast
Updated outlook lifts 2029 forecast over 40 percent
800ZRx Growth to Surpass All Earlier Coherent Generations
Coherent pluggable performance is comparable to embedded solutions at 400G and closing the gap with 800G.
Optical Component Revenue Reaches Nearly $25B in 2025
Datacom component revenue growth to exceed 20% through 2029.
Optical Circuit Switching Market to Exceed $2.5B in 2029
OCS Becoming a Foundational Technology for Datacenters
Optical Transport Market Rebounds in 2Q25 as Hyperscalers Ignite Recovery
North America Up Over 40% as AI Long-Haul Builds Begin
800G Coherent Pluggable Shipments to Exceed $1B Revenue in 2026
Hyperscaler AI Architectures Drive Increased Demand for Long-Reach Coherent Pluggables
800GbE Optics Shipments to Grow 60% in 2025
400/800ZRx Shipments Expected to Surpass 600k Units
Co-Packaged Optics: Inevitable but Not Imminent
Copper Replacement Remains the Killer Application
Optical Circuit Switching Market to Exceed $1B by 2028
Compelling Usage in AI Applications Driving Widespread Adoption
Over 20 Million 400G & 800G Datacom Optical Module Shipments Expected for 2024
AI Deployments Create Unprecedented Ramp in Datacom Optics
Metro WDM Market Faces Shift as Operators Move to Pluggable Coherent Optics
Hyperscale Operators Grow Hardware Spending 7%
Datacom Optical Component Revenue Doubles in 2Q24
Record pluggable coherent shipments are not enough to reverse Telecom revenue weakness
IP-over-DWDM Port Deployments to Top 700k in 2027
Cloud Operators Drive Adoption of Converged Architecture
Demand for Datacom Optical Modules Reaches Record Levels in 1Q24
400 and 800GbE module shipments jump more than 25% QoQ
Optical and Routing Hardware Spending Drops 15% in 1Q24
Excluding Growth in China, Sales Declined 21%
AI Deployment Accelerates 800GbE Optical Growth
Coherent optics growth is healthy but Telecom component market remains in doldrums
Cloud Spending on Optical Transport Jumps 46% in 4Q23
Traditional Service Provider Spending Remains Weak
30% of Metro WDM Hardware Spending to Shift to Router-hosted Coherent Pluggables
IPoDWDM represents a $1.6B Opportunity by 2026
WDM Transport Spending Weakens During 2Q23
Network Operators Absorb Inventory and Pause Orders
Linear Drive will be a Small Fraction of 800GbE Market
Promise of Power Reduction but Challenges Will Limit Deployment