Silicon photonics (SiPh) offers a high degree of integration and cost-effectiveness, helping to enhance optical module performance while driving down costs. Coherent technology facilitates long-distance, high-speed transmission with exceptional signal quality. As hyperscale AI data centers continue to scale, optical connectivity solutions are becoming essential for enabling high-speed, high-density, and low-latency data transmission. In recent years, demand has shifted from traditional telecom networks to AI data centers operated by cloud providers such. Co-Packaged Optics (CPO) Revolution CPO represents a fundamental shift in optical module architecture, integrating optics directly with switch ASICs: Architecture:Exponential Demand Growth: Shipments of 400G and 800G modules exceeded 20 million units in 2024, generating nearly $9 billion in revenue. The optical module market is expected to grow to nearly $12 billion by 2026 as 1. Linear drive pluggable optics (LPO). The Transmitter Optical Sub Assembly (TOSA) is responsible for the emission of light. Its primary function entails converting electrical signals into optical signals.
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