The shift to cloud services and virtualized networks has put the data center in the middle of our world and meant that connectivity within data centers and between data centers has a huge impact on the delivery of business and personal services. Hyperscale data centers are being installed across the world and these all need connecting. To meet this demand, optical module and component suppliers are delivering new solutions based on PAM4 coding and 64 quadrature amplitude modulation (QAM), providing coherent modulation that will drive down the cost of connectivity and increase the bandwidth of each connection.
This report identifies key networking, optical module, and semiconductor technologies, and details their application to 25G, 100G, 200G, 400G, and 600G ports, identifying and analyzing the full spectrum of vendors developing optical modules and components. The report includes not only granular information on the optical modules and components themselves—of interest to telecom equipment manufacturers, service providers, optical module vendors, and semiconductor vendors—but also insights into how the overall market and ecosystem is developing—of interest to a wide audience, including investors. The report evaluates and analyzes the products and strategies of 50 leading vendors in this rapidly growing market, including almost 500 optical modules and more than 150 semiconductor components.