Sep. 12 at 2:27 AM
$HIMX Demands for 1.6T optical modules in 2026 are expected to significantly exceed expectations.
According to research : total shipments are estimated to reach 11 million units, primarily driven by strong demand from NVIDIA and Google.
FOCI, Browave, and LuxNet are entering the optical module and FAU fields, benefiting from CPO/OIO adoption, long-term momentum looks promising.
The shipments in 2026 will be : NVIDIA 5M units, Google 4.5 M units, and 0.5M units each for Meta, AWS, and Microsoft .
This figure is significantly higher than previous market consensus, reflecting the surge in demand for high-speed transmission driven by AI platform upgrades.
Nvidia's CPO switch shipments are estimated to be 2,000 units in 2025, 18,000 units in 2026, and 35,000 units in 2027.
https://www.ctee.com.tw/news/20250912700075-430502