INDUSTRY NEWS
800GbE shipments to grow 60% in 2025
2024, and the majority of modules were shipped by Marvell, Acacia, and Ciena. “Hyperscale operator deployment of optics for connectivity both inside and between datacentre will continue to grow dramatically in 2025, although at reduced growth rates compared to those of 2024,” explained Scott Wilkinson, lead analyst for Optical Components at Cignal AI. “Operators will also begin a large-scale transition to 1.6T optics and coherent 800ZR modules in the second half of this year.” Additional Findings from the 4Q24 Optical Component report include: • The datacom optical
After explosive growth in 2024, 800G Datacom optics for AI and general computing applications will be the fastest growing segment of the market in 2025, according to the latest Optical Components Report from research firm Cignal AI. 1.6T optics will enter volume production in select Nvidia and hyperscale applications, but they will remain at a volume under 1M units for the year. Datacentre interconnect applications continue to consume record numbers of pluggable coherent modules, says the report. 400ZR and ZR+ accounted for the bulk of WDM bandwidth deployed in
years from co-packaged optics. • Telecom component revenue will rebound in 2025, with continued growth from 400ZR coherent optics coupling with accelerating sales of the latest generations of WSS modules & amplifiers. • Lumentum was the revenue leader for Telecom components in 2024, followed by 400ZR vendors Marvell and Acacia. No forecast adjustments have been made due to tariffs and trade uncertainty, but industry participants are notably pessimistic.
component market will grow 60%+ to reach over US$16 billion in revenue during 2025, based primarily on continued growth in 400G and 800G shipments. • Innolight, Coherent, and Eoptolink are the largest suppliers of Datacom modules, with Coherent, Broadcom, and Lumentum as key sources of critical optical components. • The transition to 1.6T Datacom optics begins in 2025, but it will not affect the growth rate of 400/800G technology
until 2026. Also, no material impact to pluggable shipments is expected in the next 3
Broadcom launches third generation CPO
New approach to controlling light in PICs
and senior author of the research, now published in Science Advances. Using parity-time (PT) symmetric photonic waveguides, they can manipulate the light waves to “reverse time” so the system behaves the same as before, Yang added. She said, “PT symmetry enables new ways to control light which are especially useful for applications in optical communications, lasers and sensors.” Postdoctoral researchers Wenbo Mao and Fu Li, co- first authors of the study, described their systems as enabling “reconfigurable transmission.”
To improve photonic and electronic circuitry used in semiconductor chips and fibre optic systems, researchers at the McKelvey School of Engineering at Washington University in St. Louis, USA, tinkered with the rules of physics that govern movement of light over time and space. They have introduced a new way to manipulate light transmission, opening possibilities for advanced optical devices. Their method causes a “mirror- flip of the system,” said Lan Yang, the Edwin H. & Florence G. Skinner Professor of Electrical & Systems Engineering
Broadcom Inc. has announced significant advancements in its CPO technology with the launch of its third-generation 200G/lane product line. In addition, the company has demonstrated the maturity of its second-generation 100G/lane CPO products and ecosystem, highlighting key improvements in OSAT processes, thermal designs, handling procedures, fibre routing, and overall yield. A growing list of publicly- announced industry partners further underscores Broadcom’s CPO platform
Building on previous success, the second-
generation Tomahawk 5-Bailly (TH5-Bailly) chipset became the industry’s first volume- production CPO solution. As part of this production,
Broadcom focused on automated testing and scalable manufacturing
processes, setting the stage for high-volume production of future generations. The deployment of Broadcom’s 100G/lane CPO product line has enabled the company to gain expertise in CPO system design, seamlessly integrating optical and electrical components to maximise the performance while delivering the lowest power optical interconnects in the industry.
readiness, enabling AI scale-out and scale-up applications for large AI deployments.
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| ISSUE 41 | Q2 2025
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