Data centers will keep dominating optical module demand as AI and cloud drive revenue growth through 2030. Optical module demand is being pulled in two directions at once, faster bandwidth for dense networks and tighter constraints on power, security, and lead times. The AI data center optical transceiver market has entered a historic growth phase, driven by the exponential expansion of AI computing clusters and the accelerated migration from traditional copper-based interconnects to high-speed optical connectivity. As of 2026, the market is valued at. Yole Group unveils its latest photonic market and technology analyses, Silicon Photonics 2025 and Co-Packaged Optics for Data Centers 2025, which explore how AI-driven demand is reshaping connectivity, from transceivers to packaging innovation. Who Should Participate? Professionals, researchers, and enthusiasts seeking to stay on the cutting edge of the rapidly evolving world of intelligent optical. The global Optical Module Package market size is predicted to grow from US$ 10590 million in 2025 to US$ 21050 million in 2031; it is expected to grow at a CAGR of 12.
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