Organization: It is estimated that the global market size of AI optical transceiver modules will reach 26 billion US dollars by 2026. Key components are in short supply, becoming a bottleneck for expansion.

According to the latest research from TrendForce, the global market for AI-specific optical transceivers has entered a high-speed growth phase. The market size is estimated to increase from $16.5 billion in 2025 to $26 billion in 2026, with an annual growth rate of over 57%. The strong growth is not only driven by upgrades in specifications, but also reflects the structural reorganization of the overall optical communication supply chain due to the accelerated construction of AI data centers.