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Large Scale AI Clusters to Fuel More Growth in Coherent Optical Transceiver Shipments, According to Dell'Oro Group

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Nov 05, 2024

Large Scale AI Clusters to Fuel More Growth in Coherent Optical Transceiver Shipments, According to Dell'Oro Group

Nov 05, 2024, 08:00 ET Share this article Over Five Million Coherent Transceivers to Ship in Five Years REDWOOD CITY, Calif., Nov. 5, 2024 /PRNewswire/ -- Dell'Oro Group, the trusted source for market

Nov 05, 2024, 08:00 ET

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Over Five Million Coherent Transceivers to Ship in Five Years

REDWOOD CITY, Calif., Nov. 5, 2024 /PRNewswire/ -- Dell'Oro Group, the trusted source for market information about the telecommunications, security, networks, and data center industries, forecast coherent optical transceiver shipments to grow at a double-digit compounded annual growth rate (CAGR) for the next five years, surpassing well over five million in cumulative shipments. Additionally, vendors' advancements in smaller, energy-efficient coherent transceivers are rapidly broadening their platform compatibility and application diversity. We currently project that, over the next five years, nearly half of the coherent transceivers will ship on routers and ethernet switches.

"The move to pluggable coherent transceivers is occurring at a rapid pace," stated Jimmy Yu, Vice President for Optical Transport market research at Dell'Oro Group. "This movement accelerated with the wide availability of ZR/ZR+ optics and, more importantly, the adoption of an IPoDWDM architecture," added Yu.

"Today's largest AI clusters built by hyperscalers, are already approaching 100 thousand accelerators, with projections reaching up to one million in the near future," stated Sameh Boujelbene, Vice President for Ethernet Switch market research at Dell'Oro Group. "Due to the limited power capacity in each data center—and the high-power consumption of these accelerators—AI clusters are increasingly distributed across multiple data centers. This shift heightens the importance of Data Center Interconnect technologies that connect these data centers efficiently," added Boujelbene.

Additional highlights from the Coherent Optics Report:

About the Report

Dell'Oro Group's Coherent Optics Advanced Research Report includes 5-year market forecasts for the entire use of coherent optics, accounting for optical plugs and embedded modules (by speed up to 1.6 Tbps) on a worldwide basis. For more information about the report, please contact us at [email protected].

About Dell'Oro Group

Dell'Oro Group is a market research firm that specializes in strategic competitive analysis in the telecommunications, security, enterprise networks, and data center infrastructure markets. Our firm provides in-depth quantitative data and qualitative analysis to facilitate critical, fact-based business decisions. For more information, contact Dell'Oro Group at +1.650.622.9400 or visit https://www.delloro.com.

SOURCE Dell'Oro Group

Dell'Oro Group