Analysts forecast over 5 million coherent transceivers will ship in the next five years. #pressrelease
November 5, 2024
Dell’Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, forecast coherent optical transceiver shipments to grow at a double-digit compounded annual growth rate (CAGR) for the next five years, surpassing well over five million in cumulative shipments. Additionally, vendors' advancements in smaller, energy-efficient coherent transceivers are rapidly broadening their platform compatibility and application diversity. We currently project that, over the next five years, nearly half of the coherent transceivers will ship on routers and ethernet switches. New report highlights:
We have significantly raised our optical transceiver shipment forecast to reflect faster than expected adoption of ZR pluggable optics and increased demand on hyperscalers backbone bandwidth propelled by large AI clusters.
We raised the forecast for 1600ZR and lowered that of 800ZR, reflecting rising demand for higher data center speeds to support AI/ML compute clusters.
Coherent optics deployed on Router & Switch platforms will account for more than 50 percent of the annual increase in transceiver shipments throughout the forecast period. By 2028, we expect them to constitute more than 45 percent of the total transceiver volume.
Demand for ZR+ optics is on the rise with the introduction of higher transmit-powered transceivers. We forecast that ZR+ optic shipments will grow at a five-year CAGR of 70 percent.
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