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On September 7, Goldman Sachs unveiled a significantly upgraded industry forecast in its most recent global optical module report. The report projects that the global optical module market will soar to approximately $67.7 billion, $131.4 billion, and $148.5 billion in 2026, 2027, and 2028, respectively. These figures mark a substantial upward revision, with increases of 33%, 81%, and 115% compared to the previous forecasts. Goldman Sachs highlighted that this upward adjustment is not solely attributed to the growing number of AI servers. More crucially, it stems from the shift in AI server architectures towards high-speed networks, as well as the rising demand for optical modules per GPU or ASIC chip. This trend is fueling a rapid surge in demand for 800G, 1.6T, and 3.2T optical modules.
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