Currently, annual shipments of AI cluster optical modules amount to tens of millions, with a projected increase to nearly 100 million units by 2029. China dominates the optical supply chain, producing around 90% of the world's optical fiber preforms and 85% of its fiber output, while shipments of optical transceivers are rising, up 22% in 2023 and pushing module costs down 15% from 2021 to 2023. Track how faster lead times, shrinking cable. Optical communications are driving huge economic growth, cutting costs and boosting faster, energy efficient connectivity worldwide. Optical communications contributes $3. 7 trillion to global GDP each year, which is 3. See the clearest 2025 signals on capacity, investment, and performance so you can separate durable momentum from short. BOSTON (January 7, 2025) – Total shipments of leading-edge datacom optical modules are projected to tally over $9 billion for 2024, according to the latest Optical Components Report from research firm Cignal AI. Datacom optical component revenue alone exceeded $19 billion for the year, marking a more than. The latest forecast for the total size of the global Ethernet transceiver market has not changed significantly since July 2024, but there are many changes on the product level.