BOSTON (January 7, 2026) – AI-driven datacenter and transport builds will push the optical components market revenue to a record high in 2025, with datacom revenue forecast to exceed $18 billion and coherent module revenue to reach nearly $6 billion, according to research firm. BOSTON (January 7, 2026) – AI-driven datacenter and transport builds will push the optical components market revenue to a record high in 2025, with datacom revenue forecast to exceed $18 billion and coherent module revenue to reach nearly $6 billion, according to research firm. BOSTON (January 7, 2026) – AI-driven datacenter and transport builds will push the optical components market revenue to a record high in 2025, with datacom revenue forecast to exceed $18 billion and coherent module revenue to reach nearly $6 billion, according to research firm Cignal AI's Optical. The global optical modules market was valued at $14. 8 billion in 2025 and is projected to reach $39. 5% during the forecast period from 2026 to 2034. Optical modules, which encompass transceivers, cables, amplifiers. Optical Modules Market Segments - by Product Type (Transceivers, Receivers, Transmitters, Amplifiers, and Others), Application (Data Centers, Telecommunication, Enterprise Networking, and Others), Distribution Channel (Online Stores, Direct Sales, Indirect Sales, and Others), Form Factor (SFP. Optical Module Chip Market size was valued at US$ 823 million in 2024 and is projected to reach US$ 1. 7% during the forecast period MARKET INSIGHTS The global Optical Module Package Market was valued at 8942 million in 2024 and is projected to reach US$ 20220 million. After explosive growth in 2024, 800G Datacom optics for AI and general computing applications will be the fastest growing segment of the market in 2025, according to the latest Optical Components Report from research firm Cignal AI. 6T optics will enter volume production in select Nvidia and.
