Here are the details for the market sizing analysis for those interested (happy to discuss assumptions):

• Estimated 2024 Global Optical Transceiver Market Size: $9.52 billion to $9.96 billion

• Bottom-Up Approach:

  • Estimated Market Size for 2024: $9.96 billion

  • Process:

    • New Data Centers in 2024: Approximately 1,992, based on a CAGR of 10.67% over the past five years.

    • Average Transceiver Spend per Data Center: Estimated at $5 million, derived from a detailed breakdown of required transceiver types and quantities.

    • Total Market Size: Calculated by multiplying the number of new data centers by the average transceiver spend, resulting in an estimate of $9.96 billion for the 2024 market.

• Top-Down Approach:

  • Estimated Market Size for 2024: $9.52 billion

  • Process:

    • 2023 Market Size: The total global market size for optical transceivers was estimated at approximately $8.6 billion, based on the combined revenues of the top 10 transceiver manufacturers, which account for 75% to 80% of the market

    • Market Growth Rate: A CAGR of 10.67% was applied, the same rate as the data center industry’s growth, reflecting the alignment of transceiver demand with data center expansion.

    • 2024 Market Size: By applying this growth rate to the 2023 market size, the market was projected to reach approximately $9.52 billion in 2024.