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Supply chain6/day by emailEstimate
TrendForce forecasts worldwide shipments of 800G-and-higher optical transceivers will jump 2.6 times, from 24 million units in 2025 to nearly 63 million units in 2026, as AI data centers strain the supply of the EML and CW lasers these modules require shipments jumping to 2.6 times 2025's level, near 63 million units in 2026
Verified 2026-09-22
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More on Supply chain
- TrendForce says a shortage of critical optoelectronic components — EML and CW lasers — is reshaping the AI optical transceiver supply chain, and projects the global market to grow from $16.5 billion in 2025 to $26 billion in 2026, an AI optical transceiver market up more than 57% year-over-year
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