Strategic analysis of the Co-Packaged Optics (CPO) market, tracking the 2026 inflection point for 1. Explores value migration, supply chain bottlenecks, and thermal management architectures driving AI infrastructure scalability. According to LightCounting, sales of lasers and photonic integrated circuits for optical transceivers are expected to grow from $2. 9B by 2029, fueled largely by AI data centers. 6 Tbps, driven by the adoption of 64x 400 Gbps or 32x 800 Gbps pluggable optical transceiver modules. 4 T and Above), Component (Optical Engine, Electrical IC, Laser Source, and More), Integration Approach (On-Board Optics, and Co-Packaged Optics), End-Use Application (Hyperscale Cloud Data Centers. C114 News July 30 (Shui Yi) Recently, market research firm LightCounting held its first online conference on CPO and related technologies. Currently, CPO R&D activity has reached an.
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