As expanding AI investment drives improvements in data center performance, the optical transceiver market is expected to exceed ¥10 trillion by 2030, drawing attention to the performance of 5 related stocks.
The article explains that the evolution of generative AI is increasing data centers' computing capacity and power consumption, raising the importance of optical transceivers as a core component of data transmission. Optical transceivers convert electrical signals into optical signals, transmit them via optical fiber, and then convert them back into electrical signals. They are widely used in data centers and telecommunications networks. As next-generation AI processing scales up, faster and more advanced data transmission is required.
Demand for faster communication speeds is intensifying with the spread of AI. The transition from the conventional 100Gbps to 800Gbps is progressing, while capacities of 1.6Tbps and 3.2Tbps are expected in the future. Optical transceivers are a key component supporting high-speed communication networks, and their role in improving data center performance is being emphasized.
The optical transceiver market is estimated by Fuji Keizai Co., Ltd. at ¥10.7328 trillion in 2030, 3.6 times its 2024 level. The outlook also points to greater network redundancy as demand increases for power efficiency and distributed operations. Meanwhile, the spread of next-generation CPO technology is expected to change the market structure, and some observers believe that optical transceivers and CPO will coexist.
The article highlights the expanding performance of 5 optical transceiver-related stocks: Ferrotec Holdings, Dexerials Corporation, Anritsu Corporation, santec Holdings, and Optorun Corporation. It also summarizes each company's technology focus and demand trends.