Market Report

Report Abstract

This report provides a detailed market demand forecast through 2029 for optical transceivers and a few related products used in Ethernet, Fibre Channel, CWDM/DWDM, wireless infrastructure, FTTx, Cloud datacenter and AI Cluster applications.

Key inputs include an analysis of the business and infrastructure spending of the top 15 service providers and of the leading Internet companies, and sales data from 2018 through 2023 for more than 30 transceiver vendors, including more than 20 vendors that shared their confidential sales information with LightCounting. The forecast is based on LightCounting’s proprietary forecast model, which correlates transceiver sales with network traffic growth, the projected deployments of 5G and FTTx systems for broadband access and increased investments in AI infrastructure.

LightCounting is also grateful to many industry experts for their critical review of the forecast projections.