According to the latest research by TrendForce, the global AI-specific optical transceiver module market has entered a rapid growth phase, with the market size expected to expand from 16.5 billion USD in 2025 to 26 billion USD in 2026, an annual increase of over 57%.
The strong growth is not only driven by specification upgrades but also reflects the structural restructuring faced by the overall optical communication supply chain as AI data centers accelerate deployment.
機関：2026年までに世界のAI光送受信モジュール市場規模が260億ドルに達すると予測 重要部品の逼迫が増産のボトルネックに
According to the latest research by TrendForce, the global AI-specific optical transceiver module market has entered a rapid growth phase, with the market size expected to expand from 16.5 billion USD in 2025 to 26 billion USD in 2026, an annual increase of over 57%.
The strong growth is not only driven by specification upgrades but also reflects the structural restructuring faced by the overall optical communication supply chain as AI data centers accelerate deployment.