Omdia: In the third quarter of 2025, the underwater optoelectronics market grew by 32.5%.

The latest data from Omdia shows that in the third quarter of 2025, the market size of submarine optoelectronic network equipment reached 337 million US dollars, an increase of 32.5% compared to the second quarter of 2025. Driven by the super cycle of AI infrastructure construction, both land and submarine networks are ushering in a new large-scale upgrade cycle.