Recently, Lightcounting released a report stating that sales of 400G and 800G Ethernet optical modules continue to exceed expectations as leading suppliers increase production capacity and other suppliers begin offering 100G per channel products. Lightcounting has raised its forecast for 2024 and has high hopes for 2025.
Lightcounting also believes that sales of Ethernet optical modules are expected to increase by nearly 60% by 2024. Genuine Optics agrees with this viewpoint and expects similar growth next year.