---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000916347.md"
description: "Barclays: total sales for the ethernet market is expected to increase from ~$20 billion in 2025 to $80 billion in 2031. AI scale-out remains the largest segment, while AI scale-up expands fastest, with a 413%/198% yoy unit growth in 2027 and 2028, respectively. AI-related demand is estimated to be 79% of units in 2031, compared to 62% in 2025.$NVIDIA(NVDA.US) $Applied Optoelectronics(AAOI.US) $Lumentum(LITE.US) $Coherent Corp.(COHR.US) $Credo Tech(CRDO.US) $Macom Tech(MTSI.US)"
datetime: "2026-09-28T13:15:30.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000916347.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000916347.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000916347.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Barclays: total sales for the ethernet market is e…


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