Optical transceivers: co-packaged optics and Chinese players are supporting the growth

For the past 50 years, mobile technology innovations have been rolled out each decade”. asserts Martin Vallo, PhD, Technology & Market Analyst, Solid-state Lighting at Yole Développement (Yole). He adds: Mobile bandwidth requirements have evolved from voice calls and texting to UHD video and a variety of AR/VR applications. In spite of deep implications of the COVID-19 outbreak for the telecom infrastructure supply chain, consumers and business users worldwide continue to create new demand for networking and cloud services. Social networking, business meetings, video streaming in UHD, e-commerce and gaming will drive the continued application growth”.

In this context, Yole investigates disruptive technologies and related markets in depth, to point out the latest innovations and underline the business opportunities.

Released today, the Optical Transceivers for Datacom & Telecom Market 2021 report helps to understand the global landscape of fiber-optic communication and classify its technologies for newcomers to thisfield. The report provides straightforward and easy to understand explanations of the technology of optical transceivers. This study also examines the application landscape, and associated technologies, and provides detailed market forecasts from 2017 to 2026 for optical transceivers in datacom and telecom.

As analyzed by Yole’s team in the new Optical Transceivers for Datacom & Telecom Market 2021 report, the average number of devices connected to the internet per household and per capita is increasing. With the advent of new digital devices with increased capabilities and intelligence, the analysts observe higher adoption rates each year. Expanding machine-to-machine applications, such as smart meters, video surveillance, healthcare monitoring, connected drives, and automated logistics, contribute in a major way to device and connection growth and push the expansion of data center infrastructure.

Revenue generated by the optical transceiver market reached around US$9.6 billion in 2020 and is expected to reach US$20.9 billion in 2026 at a 14% CAGR for 2020-2026. This growth is driven by high volume adoption of high data rate modules above 100G by big cloud service operators and national telecom operators to increase in fiber-optic network capacity…

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