Total shipments of leading-edge datacom optical modules are projected to tally over US$9 billion for 2024, according to the latest Optical Components Report from research firm Cignal AI. Our panel of editors reviewed 117 summaries of work by researchers from around the world. Well over 3 million high-speed datacom modules were shipped this quarter in support of AI. Recently, market research institution YOLE Group pointed out in its latest market report that in the datacom segment in 2024, the AI-driven optical module market will witness a year-on-year growth of 45%. 9 billion in 2023 but is expected to reach US$22. 4 billion by. Optical and photonic modulators are technologically advanced devices that enable the manipulation of light properties—such as power and phase—based on input signals.
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