Chinese exports of optical fibre and transceiver modules posted double-digit growth in Q1 2026. Demand is outpacing production capacity: prices on specialised products have risen tenfold year-on-year, and order books are already filled through to 2028. China's optical module rally is splitting after 2025 annual reports and 2026 first-quarter results showed a sharp divide between companies still beating. The global market for Optical Modules was estimated to be worth US$ 17590 million in 2024 and is forecast to a readjusted size of US$ 56786 million by 2031 with a CAGR of 15. 8% during the forecast period 2025-2031. ee The optical. This brochure summarizes our coverage of AI Clusters, Data Centers and Optical Networks with in-depth analysis of the market for optical transceivers, including the optical and integrated circuits (IC) used in these modules. 2026 publication calendar features 20 report publications during the. Global Optical Modules Market Size By Product Type (Transceivers, Transponders), By Technology Type (Single-Mode Fiber (SMF), Multi-Mode Fiber (MMF)), By Application (Telecommunications, Data Centers), By Data Rate (10 Gbps, 25 Gbps), By Form Factor (SFP (Small Form-Factor Pluggable), SFP+. Optical module demand is being pulled in two directions at once, faster bandwidth for dense networks and tighter constraints on power, security, and lead times. 1 billion by 2025 and 35 percent of manufacturers reporting lead times beyond 12 weeks, the.