-
The Underlying Reasons for the Plunge in the Optical Module Sector
6T modules is creating critical supply shortages in EML chips, DSPs from Broadcom and Marvell, and foundry capacity. Accelerated 1-2 year technology cycles and the rise of co-packaged optics (CPO) are turning R&D into a high-stakes bet for all but the largest. The shift to 1. Firstly, the shipment of NVIDIA's native. Research firm TrendForce projects the global market for AI-focused optical transceivers will expand from $16. 5 billion in 2025 to $26 billion in 2026 — growth of more than 57% year-over-year. Shipments of 800G and higher transceivers, the workhorses of modern AI cluster interconnects, are forecast. On June 9, U. optical communication stocks plunged collectively. Applied Optoelectronics (AAOI) tumbled 14%, Coherent (COHR) fell 11%, Lumentum (LITE) dropped 8%, Ciena (CIEN) declined 7%, Corning (GLW) slid 9%, and Marvell (MRVL) fell 9%. Today, they fell by. The "United States Pluggable Optical Module Market" Insights report offers an in-depth and thorough analysis of the market, covering aspects such as size, shares, revenues, segments, drivers, trends, growth, and development.
[PDF Version]