Goldman Sachs Raises Optical Module Market Forecast to $148.5 Billion by 2028

Goldman Sachs (高盛) has significantly increased its global optical module market forecast, projecting market sizes of $67.7 billion, $131.4 billion, and $148.5 billion for 2026, 2027, and 2028, respectively. This upward revision, representing increases of up to 115% from previous estimates, is driven by the shift toward high-speed AI server architectures and the rising demand for 800G, 1.6T, and 3.2T optical modules per GPU or ASIC chip.