Goldman Sachs has significantly raised its forecast for 800G optical transceiver module sales in 2025 and 2026 to 19. 5 million units, an increase of 10% and 58%, respectively. It expects the market size to grow by 60% and 52% in US dollars over the same period. 0% during the forecast period 2025-2032 MARKET INSIGHTS The global Optical Module Chip Market size was valued at US$ 823 million in 2024 and is projected to reach. The global market for Optical Modules was estimated to be worth US$ 17590 million in 2024 and is forecast to a readjusted size of US$ 56786 million by 2031 with a CAGR of 15. The potential shifts in the 2025 U. tariff framework pose substantial volatility. Optical Modules Market Segments - by Product Type (Transceivers, Receivers, Transmitters, Amplifiers, and Others), Application (Data Centers, Telecommunication, Enterprise Networking, and Others), Distribution Channel (Online Stores, Direct Sales, Indirect Sales, and Others), Form Factor (SFP. Alphabet, Amazon, Meta and Microsoft reached a new record in their spending levels during Q3 2025.
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