Which optical module has the largest shipment volume

800G optical modules are currently the optical modules with the largest shipment volume, expected to exceed 40 million units in 2026.

Market Overview

The 800G optical module segment has experienced explosive growth due to AI-driven data center demand and hyperscale cloud infrastructure expansion. By 2026, shipment volumes are projected to surpass 40 million units, with North America leading demand, followed by China. Major purchasers include Meta, Google, Microsoft, and Amazon, with Meta alone accounting for 10–12 million units and Google and Microsoft collectively around 12 million units .

Comparison with 1.6T Modules

While 1.6T optical modules are entering commercialization in 2026, their global demand is expected to reach 8.6–20 million units, significantly lower than 800G volumes. Nvidia is the primary driver for 1.6T adoption, with over 5 million units projected for 2026 . Initial 1.6T shipments are constrained by production capacity and technological maturity, whereas 800G modules are already widely deployed and dominate the market .

Key Suppliers

The largest suppliers of 800G modules include InnoLight, Eoptolink, and Coherent, with InnoLight and Eoptolink capturing approximately 60% of Nvidia's 800G orders. Other suppliers such as Lumentum, Broadcom, and Coherent provide the remaining share . These companies leverage technological advantages, production capacity, and strategic partnerships with hyperscale operators to maintain market leadership.

Market Drivers

• AI and cloud computing growth: Massive GPU clusters and AI inference workloads drive high-volume 800G module deployment .
• Hyperscale data center expansion: Amazon, Microsoft, Google, and Meta are upgrading infrastructure from 400G to 800G to meet bandwidth demands .
• Technological maturity: 800G modules benefit from silicon photonics and low-power designs, enabling cost-effective large-scale deployment .

Outlook

The 800G optical module market is expected to maintain its dominance in shipment volume through 2026, while 1.6T modules gradually gain traction. The dual growth of 800G and 1.6T modules represents a technological transition period, with 800G remaining the most widely shipped optical module globally .