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Optical module shipments in 2026
The report predicts that worldwide shipments of optical transceivers of 800G and higher will hit 24 million units in 2025, then jump by 2. TrendForce reports that the surge in demand has caused a significant upstream bottleneck in laser. Shortages in 5nm and 3nm DSPs, alongside constrained EML laser production, have fundamentally broken standard deployment timelines. Technically speaking, forcing rapid network turn-ups by sourcing mixed-batch, gray-market optics introduces catastrophic physical layer variances. TW), the largest GaAs/InP foundry, guided for a 2-3x increase in 1. Demand is outpacing production capacity: prices on specialised products have risen tenfold year-on-year, and order books are already filled through to 2028.