Optics for AI Clusters – Market Overview.pdf

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1、Demand for Optical Connectivity in AI Clusters will lead the market growth in 2024-2029New optical technologies are needed to sustain this growth over the next decadeOptics for AI Clusters Market OverviewDr.Vladimir G.Kozlov,CEO and Chief Analyst,LightCounting Market ResearchOptics for AI Clusters M

2、arket OverviewSPECIAL FOCUS:OPTICSOPTICSSales of Ethernet Optical TransceiversDemand from AI prevented market decline in 2023.40%growth is expected in 2024 and 10-20%after that.More details are available in“Optics for AI Clusters January 2023”report at Deployments of transceivers in AI ClustersMost

3、of these will be 800G transceivers in 2024-2026 and 1.6T after that.More details are available in“Optics for AI Clusters January 2023”report at GPU-to-GPU connections use transceiversOptics is used for Ethernet and InfiniBand now.It will be used for NVLink connections starting in 2025Source:NvidiaHi

4、gh Speed(100G+)connectivity in DatacentersCables by type Ethernet optical transceiversSource:AOC,DAC,LPO and CPO Report December 2023Source:“High Speed Ethernet Optics March 2024”available at Sales of Ethernet Optical TransceiversPower consumption:10-15 pJ/bit now4-9 pJ/bit within reach(LRO/LPO/CPO)

5、1pJ or less is needed this objective can not be reached with existing technologies.Source:“Optics for AI Report-January 2024”.Available at Sales Optical Transceivers by TechnologyThis chart includes Ethernet,DWDM and other types of transceivers.Bulk LiNbO3 is being replaced by TFLN now.Silicon Photo

6、nics will become the dominant platform in 2026-2029.To be updated and published in May.LightCounting ContactsResearch:Vlad Kozlov Roy Rubenstein Bob Wheeler-Zhou Xue Tom William John Lively Igor Lomtev Stelyana Baleva Takehito Ichida Client