Total shipments of leading-edge datacom optical modules are projected to tally over US$9 billion for 2024, according to the latest Optical Components Report from research firm Cignal AI. Check the By Technology menu for curated content on industry segments that interest you. Prior to 2024, the focus was. Highest Projected Growth of 3442%, Several Companies Monopolize Core Technologies (Latest 2025) The explosive growth of AI computing power has ignited the optical module industry! The global optical module market size is projected to exceed 150 billion yuan by 2025, with 800G products achieving a. On June 16, Dongshan Precision (DSBJ) announced that its wholly owned subsidiary, Source Photonics Holdings (Cayman) Limited, and its affiliated entities will invest in optical chip and optical module expansion projects in Changzhou and other locations. The projects carry a total investment of USD. According to TechNews, TrendForce notes that the rise of AI applications has greatly increased the need for high-speed optical communications. The industry is now centered on three expansion models for AI server and data center architectures—Scale Up, Scale Out, and Scale Across.
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