Domestic Optical Module Shipments in 2024

BOSTON (January 7, 2025) – Total shipments of leading-edge datacom optical modules are projected to tally over $9 billion for 2024, according to the latest Optical Components Report from research firm Cignal AI. Well o...

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Domestic Optical Module Shipments

1Q24 High-speed Datacom Optical Module Shipments Exceed 3 Million

A research company reported that in the first quarter of 2024, 400GbE and 800GbE module shipments increased by more than 25% month-on-month.

Cignal AI: 400 and 800GbE module shipments jump more than 25

“While some vendors have reported that lead times are coming down, the demand for 400GbE and 800GbE modules remains exceptionally strong and we anticipate that datacom

Demand for Datacom Optical Modules Reaches Record Levels in 1Q24

Hyperscale network operator demand drove purchases of 400GbE and 800GbE datacom and 400ZR telecom optical modules to record levels, according to the latest Optical Components

Over 20 Million 400G & 800G Datacom Optical Module Shipments

BOSTON (January 7, 2025) – Total shipments of leading-edge datacom optical modules are projected to tally over $9 billion for 2024, according to the latest Optical Components Report from research firm

Datacom optical component revenue doubles in 2Q24 – report

Datacom component revenue surged to nearly US$2.5 billion in 2Q24 as Cloud operators rushed to support AI networking infrastructure, according to the latest Optical Components

Demand for Datacom Optical Modules Reaches Record Levels in 1Q24

“While some vendors have reported that lead times are coming down, the demand for 400GbE and 800GbE modules remains exceptionally strong and we anticipate that datacom

Powering the Next Data Race: How 800G & 1.6T Optical Modules Are

Research B further reports that the market for high-end data center optical modules will exceed $9 billion USD in 2024, with 400G and 800G module shipments increasing nearly fourfold, reaching 20 million

Demand for Datacom Optical Modules Reaches Record Levels in 1Q24

Spending on Datacom optical components was up more than 90% YoY as AI applications of 400GbE and 800GbE optical modules for AI applications drove demand to record levels.

Datacom optical modules demand reaches record levels – Cignal AI

Hyperscale network operator demand drove purchases of 400GbE and 800GbE datacom and 400ZR telecom optical modules to record levels, according to the 1Q24 Optical Components

Demand for Datacom Optical Modules Reaches Record Levels in 1Q24

TMCnet News Demand for Datacom Optical Modules Reaches Record Levels in 1Q24 [June 13, 2024]

1Q24 High-speed Datacom Optical Module Shipments

A research company reported that in the first quarter of 2024, 400GbE and 800GbE module shipments increased by more than 25% month-on-month.

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