Supply shortfall is a big deal in optical components for CPO, says a Marvell engineer.
"Demand is enormous."For instance, this year’s highest shipment volume is for 800G optical modules, with demand exceeding 80 million units, yet only about 60 million units can be produced, which represents the total available production capacity.The demand for 1.6T modules this year may exceed 30 million units, but only slightly over 20 million units are likely to be delivered ultimately.Next year, the demand for 800G optical modules is projected to be around 120 million-130 million units. The situation may improve slightly as all Chinese manufacturers are expanding production capacity and are expected to gradually catch up with demand.However, he states that price increases for these modules are not expected year after year.The copyright of this article belongs to the original author/organization.
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