The latest report shows that Ethernet optical modules used in AI clusters will more than double in 2024 and continue until 2025 – 2026. 8% (2025-2031), driven by critical product segments and diverse end‑use applications, while evolving U. tariff policies introduce trade‑cost volatility and. The backward compatibility of the double-density QSFP-DD form factor has given end users the flexibility to manage the migration from 100GE to 400GE as demands on their networks have grown. With global R&D projected to. 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. Unit shipments of 400G and 800G modules have grown nearly fourfold over the past 12. We'll look at advances in EML laser output, indium phosphide capacity expansion, new high-speed transceivers, and MEMS-based optical circuit switching. There's also some big strategic capex moves, like a Qorvo manufacturing acquisition and those NVIDIA-related funding decisions.