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Citi: According to LightCounting and Frost & Sullivan, the 800G segment achieved an exceptional CAGR of 156.3% from …

Citi: According to LightCounting and Frost & Sullivan, the 800G segment achieved an exceptional CAGR of 156.3% from 2021 to 2025 and is forecast to grow at 13.9% from 2025 to 2030E. The 1.6T segment — representing the next generation — is forecast to grow at a CAGR of 98.9% from 2025 to 2030E, with mass adoption forecast to begin in 2026.

$Lumentum(LITE.US) $Coherent Corp.(COHR.US) $Applied Optoelectronics(AAOI.US) $Macom Tech(MTSI.US) $Fabrinet(FN.US)

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