---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000887741.md"
description: "Goldman Sachs: Global Optical Transceiver Shipments> Shipment & Forecast Revisions: Goldman Sachs raised global optical transceiver shipments for 2026–28E by 21%/31%/31%. For 1.6T and above, shipments were raised by 29%/61%/50% for 2026–28E, driven by higher rack-level/ASIC server shipments, increased optical module usage per GPU, and specification upgrades.> Market Size Projections: The global optical transceiver market is expected to reach US$68bn in 2026E, US$131bn in 2027E, and US$148bn in 2028E. The 800G and above segment is projected to grow at a +69% CAGR to reach US$45bn, US$108bn, and US$130bn respectively.> Volume and Speed Milestones: 800G/1.6T shipment volumes are projected at 45m/33m units in 2026E, growing to 49m/71m units in 2027E.3.2T shipments are expected to ramp up to 23m units in 2027E and 68m units in 2028E.> Technology Adoption: Silicon photonics is expected to account for 60% of 800G, 80% of 1.6T, and 80% of 3.2T optical transceivers.$Coherent Corp.(COHR.US) $Lumentum(LITE.US) $Applied Optoelectronics(AAOI.US) $Macom Tech(MTSI.US) $NVIDIA(NVDA.US)"
datetime: "2026-09-07T03:36:46.000Z"
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  - [en](https://longbridge.com/en/topics/100000000887741.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000887741.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000887741.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Goldman Sachs: Global Optical Transceiver Shipment…


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## Comments (1)

- **KopiO · 2026-09-07T08:15:41.000Z**: the tape is already sorting that, marvell closed friday up seven percent near its high while ciena faded off a 329 print, so the asic side is being separated from the pure optical names.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**