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Introduction

The overall market for optical transceivers sold into the datacom market is expected to grow from $1.7bn in 2018 to almost $4.4bn in 2024, a six-year compound annual growth rate (CAGR) of 17%. The largest growth will be in 200G modules at 86%.

Highlights

  • 400G products have the highest five-year CAGR, at 80%. This would be even higher if not for the aggressive price erosion. 100G is still expected to grow, but at a much slower rate: 8%.

Features and Benefits

  • Compares different data rates and variants.
  • Identifies opportunities for optical components suppliers.

Key questions answered

  • How steep will the growth of 400G products and other high-speed variants be?
  • When will 1G or 10G products be phased out?

Table of contents

Summary

  • Introduction
  • Download 1: Datacom Transceiver and AOC Forecast: 2018–24

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