CPO development is currently in its infancy, and the future market space is vast
LightCounting believes that CPO shipments are expected to start from 800G and 1.6T ports, and commercialization will begin in 2024 to 2025, and scale up in 2026 to 2027.
CPO shipments are expected to start with 800G and 1.6T ports in 2024 to 2025, and then start to scale up in 2026 to 2027, and will be mainly used in the short-distance scenario of mega cloud service providers. CIR expects co-packaged optics market revenues to reach $5.4 billion by 2027.
5.4 billion dollars by 2027.
Global CPO port sales will grow from 50,000 in 2023 to 4.5 million in 2027. 2027, with CPO ports accounting for 800G and 1.6T shipments totaling nearly 30% of total 800G and 1.6T shipments.
Data from the Yole report shows that the CPO market generated revenues reaching approximately $38 million in 2022 and is expected to reach $2.6 billion in 2033billion dollars, with a CAGR of 46% from 2022-2033.
CPO is applied in the short distance scenario of ultra-large cloud service providers, effectively solving the high speed and high density interconnection transmission.
CPO will effectively address high-speed, high-density interconnect transmission.
LightCounting reported in December 2022 that AI’s demand for network rates is more than 10 times higher than today’s, and in this context, CPO is expected to reduce the power consumption of existing pluggable power consumption of existing pluggable optical module architectures by 50 percent, which will effectively address high-speed, high-density interconnect transmission scenarios. According to CIR, CPO-based equipment will initially be used in hyperscale data centers. data centers. In addition, CPO is expected to enter other types of data centers in about a year, and will further play a more important role in edge and metro networks, high-performance computing and sensors in the future. computing and sensors, among other areas.
