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Optical module shipments in Q2
Market Momentum: 800G transceiver sales are rebounding—LightCounting reports a 10% quarter-over-quarter increase in Q2 2025, led by 800G modules. The key growth driver is the rising demand for 800G Ethernet optical modules. BOSTON (May 7, 2025) – 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. 6T optics will enter volume production in. With 400G modules now the baseline, 800G adoption is surging—especially across AI and hyperscaler environments—while 1. 6T modules edge closer to reality. This article unpacks the technologies powering this leap (silicon photonics, advanced modulation, and co-packaged optics), compares deployment. LightCounting expects a 10% sequential growth in sales of optical transceivers in the current quarter, after a flat Q1.
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