According to Chaoxiang Research, a Goldman Sachs report dated September 7 indicated that, driven by AI server rack-level expansion and increased ASIC penetration, the global optical module market's TAM is projected to be raised by 33%, 81%, and 115% for 2026, 2027, and 2028, respectively. In 2027, shipments of 800G, 1.6T, and 3.2T modules are expected to reach 49 million, 71 million, and 23 million units, respectively, with silicon photonics penetration reaching 80% in the 3.2T era. The market size for 800G and higher-speed modules is anticipated to rise from approximately $45 billion in 2026 to $130 billion in 2028.
Goldman Sachs upgrades the global optical module market TAM, with shipments exceeding 1.6T, rising 29–61%.
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Summary
Market news from Goldman Sachs indicates that the global optical module market’s TAM for 2026–2028 has increased by 33%, 81%, and 115%, respectively. The primary drivers are growth in AI servers and increased ASIC adoption. Shipments of 800G, 1.6T, and 3.2T modules are projected to reach 49 million, 71 million, and 23 million units in 2027. The market also highlights an expected rise in TAM for 800G+ modules from $45 billion in 2026 to $130 billion in 2028.
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