• AI Data Centers

    With the development of artificial intelligence, especially the release of ChatGPT in August 2022. The recognition of AI's potential to revolutionize industries, streamline processes, and unlock unprecedented insights has propelled a surge in investments.

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    Pluggable Transceivers

     

    The rapid expansion of cloud computing has driven a significant increase in demand for 800G optics, particularly within the realm of AI/ML applications that rely on high-performance and cost-effective optical solutions. 

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  • Optical Switch

     

    Optical Circuit Switching (OCS) is a networking technology that uses optical signals to create dedicated communication paths or "circuits" between nodes. 

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    Co-Packaged Optics

    Co-Packaged Optics (CPO) is an innovative technology revolutionizing networking and data centers by integrating optical communication components directly into the package of a network switch or router.

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Due to the market downturn in the first half of the year, the global optical transceiver market is expected to experience a 6% decline in 2023. However, considering the demand for high-speed optical modules driven by the artificial intelligence market in the second half of the year, LightCounting predicts that the sales of Ethernet transceivers will see a nearly 30% increase by 2024. Additionally, other segmented markets are also expected to recover or continue growing, albeit at a more moderate pace. It is anticipated that the market will maintain growth with a Compound Annual Growth Rate (CAGR) of 16% over the next five years.

(The market for optical transceivers down 6% in 2023 initially. However, the forecasted of Lightcounting is nearly 30% increase by 2024, driven the demand from AI market. In the big picture, other markets are expected to also grow moderately, a solid 16% growth each year for the next five years.)

Markets Overview