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Optical Module Forecast for 2021

ODN and passive infrastructure knowledge brief Published 20 Sep 2022

Prepared for preliminary research by the GESTIONVAL ODN knowledge desk. Confirm network topology, split ratio, box or cabinet capacity, joint closure rating and loss budget against current standards and product documentation.

The optical module market in 2021 experienced strong growth, driven by datacom demand, with total optical component revenue reaching $14.5 billion and datacom modules alone growing 27% to $4.7 billion.Market Overview

In 2021, the optical module market saw significant expansion, primarily fueled by hyperscale datacenter investments and the transition to higher-speed networks . Datacom optical components, including 400GbE modules, experienced record shipment levels, as cloud operators and enterprise customers upgraded from 100G to 400G speeds . Overall, optical component revenue across telecom, datacom, consumer, and industrial segments grew 15% to $14.5 billion .

Technological Trends
  • 25G/50G/100G/200G/400G Modules: The market shifted toward higher-speed modules, with 25G Ethernet becoming a cost-effective alternative to 10G, and 40G modules gradually declining in demand .
  • 400GbE Adoption: 400G modules, including SR4, DR4, FR4, and LR4 interfaces, became increasingly popular, with 400ZR modules shipping despite supply limitations .
  • 800G Modules: Emerging 800G modules leveraged 100G single-wavelength optics, with QSFP-DD and OSFP form factors enabling cost-effective implementation .
  • Co-Packaged Optics (CPO): CPO technology began gaining attention as a solution to power and thermal challenges in high-speed pluggable optics, integrating optics closer to switch ASICs .
Market Drivers
  • Datacenter Expansion: Cloud operators' capital expenditure drove the largest growth in datacom optical components, outpacing telecom, consumer, and industrial segments .
  • 5G and Big Data: The acceleration of 5G networks and cloud computing increased demand for high-speed optical modules .
  • China's Market Influence: Chinese manufacturers played a growing role in the global supply chain, with geopolitical factors affecting trade and technology adoption .
Segment Performance
  • Datacom: Revenue grew 27% to $4.7 billion, with 400GbE modules doubling in shipments .
  • Telecom: Growth was limited by supply chain constraints but is forecasted to increase over 8% in 2022 .
  • Consumer and Industrial: Consumer 3D sensing components remained flat, while industrial applications, such as welding and medical optics, grew 18% .
Key Takeaways

The 2021 optical module market was characterized by rapid adoption of higher-speed modules, strong datacom growth, and emerging technologies like CPO and 800G modules. Supply chain challenges and geopolitical factors influenced telecom and global manufacturing, but overall, the market demonstrated robust expansion and set the stage for continued growth in 2022 and beyond .

Optical Module Forecast for 2021 - GESTIONVAL ODN INFRASTRUCTURE S.L. [PDF]

Optical Module Forecast for 2021

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This reference is intended for preliminary ODN and passive infrastructure research. Topology, split ratio, box or cabinet capacity, closure rating, cable type, test limits and applicable standards must be verified for the specific project.

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