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Optical components market hits $25bn as AI fortifies datacom growth

A stacked bar chart from Cignal AI's 3Q25 report illustrates actual and forecast revenue for Datacom and Telecom optical components from 2021 through 2029. Total revenue is shown increasing steadily, with 2025 reaching nearly $25 billion and the 2029 forecast exceeding $35 billion. For years 2021–2025, individual bars are segmented by vendor, including Coherent, Innolight, and Lumentum, while years 2026–2029 are represented by single-color forecast bars.

Credit: Cignal AI

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