United States Optical Transceivers Industry Overview 2025 | Top 5 Companies in US - 13.4. Lumentum Holdings Inc., Sumitomo Electric Industries, Ltd., Eoptolink Technology Inc., Ltd., Fujitsu Optical Components Limited, Source Photonics

DataM Intelligence has published a new research report on "US Optical Transceivers Market Size 2025". The report explores comprehensive and insightful Information about various key factors like Regional Growth, Segmentation, CAGR, Business Revenue Status of Top Key Players and Drivers. The purpose of this report is to provide a telescopic view of the current market size by value and volume, opportunities, and development status.

Mergers & Acquisitions

Nokia agreed to acquire Infinera in a deal valued at $2.3 billion, significantly growing Nokia's Optical Networks division and expanding its presence in the North American market, accelerating new product development to serve data center and webscale customers.

Recent M&A in the optical transceiver sector has seen major consolidation with companies like Lumentum, II-VI Incorporated, and Cisco strengthening their portfolios through acquisitions to boost technology leadership in high-speed optical components.

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Product Launches

Coherent Corp. launched its 2x400G-FR4 Lite optical transceiver optimized for AI-driven data centers and Ethernet networks, focusing on energy efficiency and improved integration, with commercial availability beginning April 2025.

Several manufacturers introduced silicon photonics-based optical transceivers supporting 400G and 800G speeds, targeting hyperscale cloud data centers and 5G infrastructure applications.

Key Players:

Cisco Systems Inc., Millennium Circuits Limited, Accelink Technologies Co., Ltd, 13.4. Lumentum Holdings Inc., Sumitomo Electric Industries, Ltd., Eoptolink Technology Inc., Ltd., Fujitsu Optical Components Limited, Source Photonics, Aimtron Electronics Pvt., Ltd. and Optocom Corporation.

Growth Forecast Projected:

The US Optical Transceivers Market is anticipated to rise at a considerable rate during the forecast period, between 2025 and 2032. In 2024, the market is growing at a steady rate, and with the rising adoption of strategies by key players, the market is expected to rise over the projected horizon.

Technology Trends

The US optical transceiver market is growing rapidly fueled by rising data center expansions, 5G deployments, IoT growth, and cloud computing, necessitating faster, energy-efficient, and lower latency optical modules.

Silicon photonics, integrated digital signal processors (DSP), and photonic integrated circuits (PIC) are key technology drivers pushing performance improvements and cost reductions in newer transceiver generations.

AI and machine learning integrations are being incorporated into optical transceiver management and diagnostics to optimize network performance and reliability.

Research Process:

Both primary and secondary data sources have been used in the US Optical Transceivers Market research report. During the research process, a wide range of industry-affecting factors are examined, including governmental regulations, market conditions, competitive levels, historical data, market situation, technological advancements, upcoming developments, in related businesses, as well as market volatility, prospects, potential barriers, and challenges.

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Key Segments:

By Form Factor: (SFP+, SFP28, cSFP and SFP-DD, SFF and SFP, QSFP, QSFP+, QSFP14, QSFP28, QSFP56 and QSFP-DD, XFP, CFP, CFP2 and CFP4, CXP)

By Wavelength: (850 nm Band, 1310 nm Band, 1550 nm Band, Others)

By Data Rate: (1 GBPS, 25 GBPS, 40 GBPS, 50 GBPS, 100 GBPS, 200 GBPS, 400 GBPS, 800 GBPS)

By Fiber Type: (Single Mode, Multi Mode)

By Application: (Data Center, Telecommunication)

Benefits of the Report:

Chapter 1: Sets the stage by outlining the report's coverage, summarizing key market segments by region, product type, and application. Presents a snapshot of market sizes, growth potential across segments, and anticipated industry evolution both short and long term.

Chapter 2: Highlights pivotal market insights and uncovers the most significant emerging trends driving change within the industry.

Chapter 3: Offers an in-depth look at the competitive landscape among US Optical Transceivers producers, including revenue shares, strategic moves, and recent mergers and acquisitions.

Chapter 4: Presents comprehensive profiles of the market's key players, delving into details such as revenue, profit margins, product portfolios, and company milestones.

Chapters 5 & 6: Analyze US Optical Transceivers revenue at both regional and country levels, providing quantitative breakdowns of market sizes, growth opportunities, and development prospects worldwide.

Chapter 7: Focuses on different market segments by type, examining their individual sizes and potential, guiding readers toward high-impact, untapped market areas.

Chapter 8: Explores segmentation by application, evaluating industry growth potential in various downstream markets and pinpointing promising sectors for expansion.

Chapter 9: Provides a thorough review of the industry's supply chain mapping out both upstream and downstream activities.

Chapter 10: Concludes with a summary of the report's key findings and highlights the most critical takeaways for industry stakeholders.

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FAQ's

Q: How fast is the US Optical Transceivers Market growing?

A: The Market is on an impressive growth trajectory, expected to expand at a CAGR of 11.11% from 2025 to 2032

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