skip to main content
Close Icon We use cookies to improve your website experience.  To learn about our use of cookies and how you can manage your cookie settings, please see our Cookie Policy.  By continuing to use the website, you consent to our use of cookies.
Global Search Configuration


This report focuses on the datacom market for optical components. It is an in-depth analysis of how the ICPs are driving the market and what products need to be addressed. It presents highlights of Ovum’s six-year forecast along with recommendations for suppliers.


  • Even though the short-term market dynamics are in flux, demand for 100G-and-above datacom transceivers remains high. Sales of these products are expected to grow from $1.1bn in 2018 to $4.1bn in 2024, a six-year CAGR of 25%, and they represent the largest portion of the market at nearly 59% of the total in 2018 and 89% in 2024.

Features and Benefits

  • This research assesses the datacom market and identifies the drivers that will move it forward. It evaluates the current market dynamics.
  • Six-year forecasts identify the optical transceiver variants that will be successful in the market and those that will be in decline.

Key questions answered

  • What are the drivers enabling the datacom market for the next six years? How will these drivers be implemented in solutions to the market?
  • What optical transceiver variants will win in the market? How does optical reach play into what specific products are developed?

Table of contents


  • In brief
  • Ovum view

Forecast summary

  • The global datacom transceiver market will exceed $4.4bn by 2024

Market forecast drivers and barriers

  • The cloud market: still a strong driver
  • ICP capex continues to accelerate

Product group forecasts

  • A closer look at 400G for datacom

Market scenarios and warning signs

  • The long-term growth prospects of datacom products remain strong
  • Warning signs


  • Methodology


  • Methodology
  • Further reading
  • Author

Have any questions? Speak to a Specialist

Europe, Middle East & Africa team: +44 7771 980316

Asia-Pacific team: +61 (0)3 960 16700

US team: +1 212-652-5335

Email us at

You can also contact your named/allocated Client Services Executive using their direct dial.
PR enquiries - Email us at

Contact marketing -

Already an Ovum client? Login to the Knowledge Center now