---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000888477.md"
description: "Incredible growth expected for $Lumentum(LITE.US), $Coherent Corp.(COHR.US), and $Applied Optoelectronics(AAOI.US) with new GS optical transceiver forecasts.- Global optical transceiver TAM revised up by 33% / 81% / 115% in 2026-28E.- In 2026/27/28E: optical transceiver market to reach $68B/131B/148B.- Driven by (1) higher rack-level AI server and ASIC AI server shipments and (2) higher estimates on the usage of optical transceivers per Nvidia GPU in rack-level AI servers. - 800G and above segment to increase at a +69% CAGR to reach $45B/108B/130B. - 800G/1.6T shipment volumes at 45M/33M units in 2026E, growing to 49M/71M in 2027E, with 3.2T shipment ramping up to 23M/68M in 2027/28E. - Silicon photonics will account for 60%/80%/80% of 800G/1.6T/3.2T optical transceivers.Just insane growth on top of what most people had forecasted a few months ago."
datetime: "2026-09-07T13:10:22.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000888477.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000888477.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000888477.md)
author: "[Paradi Lab](https://longbridge.com/en/profiles/27651407.md)"
generator: "portal-rs"
---

# Incredible growth expected for $Lumentum(LITE.US),…


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