https://cignal.ai/2024/04/800gbe-module-growth-accelerates-due-to-ai/
BOSTON (April 22, 2024) – Datacom optical component revenue grew for the 4th straight quarter with the explosion of demand for optics used in AI clusters, according to the most recent 4Q23 Optical Components Report from research firm Cignal AI. Nvidia, Coherent, and Innolight lead in 800GbE Datacom module shipments for hyperscale AI applications. Acacia and Marvell lead in shipments of high-performance coherent interfaces based on large volumes of 400ZR pluggables.
“Datacom shipments, especially 800GbE optics, are ramping up fast and shipped units are forecast to reach 8 million in 2024,” said Scott Wilkinson, Lead Analyst for Optical Components at Cignal AI. “Telecom is slowly recovering from a bottom in Q3, but no immediate reversal is in sight.”
Report Overview:
Provides quarterly corporate revenue market share by end-market segment and quarterly shipment numbers for select optical components.
- Revenue-based market share for optical component sales into Datacom, Telecom, Industrial, and Consumer applications
- Total unit shipments of Datacom optics categorized by speed (400G/800G/1.6T) and reach (SR, DR, FR, LR)
- Total unit shipments of Telecom optics categorized by maximum speed, form factor, and technology (direct detect ER/ZR, PAM4 DWDM, and coherent)
- Market share for OEM coherent port shipments of 100G/200G/400G/800G/1.2T+, including 400G and 800G pluggables
- Detailed unit shipment forecasts for each Datacom and Telecom optical module category. No market share for detailed unit shipments is provided; unit shipment data from component vendors is anonymous.
