Market Report

Report Abstract

This report examines the optical interconnect segments that have long served as data bridges between elements of large systems or clusters in communication networks and data centers.

Active Optical Cables (AOCs) embed optical transceiver technologies into enclosed cables that hide the high-speed optics behind two transceiver ends with an electrical interconnect presented to the outside. This factor enables creating high aggregate data rate links at costs significantly below that of two separate connectorized transceivers and fibers. AOCs gained market share by offering longer reaches than passive Direct Attached Copper (DACs), Active Copper Cables (ACCs) and Active Electronic Copper (AEC) cables, also examined in this report.

This report also examines the product segment that embeds optical interconnect technologies inside computer and communication systems. As data rates reach 200Gbps, reducing the length of PCB traces on circuit boards becomes even more critical. Placing optics into one package with ASICs offers a solution for the future. This approach creates a new set of products known as Co-Packaged Optics (CPO). Another technology discussed in the report is Linear Drive Pluggable (LPO) transceivers and AOCs.

The report includes historical data (2021-2025) and forecast (2026-2030) for shipments, revenues and average selling prices for the products mentioned above, sorted by data rate from 10G to 3.2T.