Goldman Sachs has sharply raised its optical module market forecast, predicting the global market will reach $67.7 billion in 2026, $131.4 billion in 2027, and $148.5 billion in 2028, representing upward revisions of 33%, 81%, and 115% respectively. The revision is driven not only by AI server growth but also by the shift to high-speed network architectures and increased optical module demand per GPU/ASIC chip, fueling demand for 800G, 1.6T, and 3.2T modules.
Goldman Sachs sharply lifted its global optical module market forecast in a new report released Sept. 7. The bank now sees the market hitting about $67.7 billion in 2026, $131.4 billion in 2027, and $148.5 billion in 2028. That marks increases of 33%, 81%, and 115% versus its earlier estimates.
Goldman Sachs said the revision is not just about growth in AI server numbers. Instead, it pointed to the move toward high-speed network architectures in AI servers, plus a higher number of optical modules needed per GPU or ASIC chip, as the force behind fast-rising demand for 800G, 1.6T, and even 3.2T modules.
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