Summary

The pluggable optics for data center market size was valued at US$ 5.23 billion in 2023 and is expected to reach US$ 12.35 billion by 2031. The pluggable optics for data center market is estimated to record a CAGR of 11.3% from 2023 to 2031.

The usage of AI is quickly increasing, and data center and cloud service providers prioritize developing and deploying high-speed, high-bandwidth optical interconnects. The development of new-generation connectivity solutions results in reduced mW/Gbps and dollar/Gbps and increased power usage. Linear pluggable optics (LPO) links leverage the power of a unique Linear Drive architecture. This drives innovation in power, latency, and cost. LPO links can significantly reduce module power consumption, maintain performance, and lower cooling costs when compared to standard Digital Signal Processing (DSP)-based solutions. Moreover, LPO links greatly decrease the latency and allow faster data transmission times during AI model training and inference, which is crucial for improving AI performance.

Businesses across the globe are swapping DSP-based solutions to LPO links, which significantly results in cost savings and lower power consumption. This also supports businesses to reduce capital investment and operational costs. Additionally, market players are collaborating and demonstrating their products to create awareness of pluggable optics in high-performance AI infrastructure.

An increase in investment by IT companies and the growing adoption of advanced technologies in data centers are contributing significantly to the pluggable optics for data center market growth in France. For instance, in May 2024, Microsoft Corp announced an investment of US$ 4.31 billion (€4 billion) to enhance its next-generation cloud and AI infrastructure in France, which is likely to bring up to 25,000 of the most advanced GPUs to the country by the end of 2025. This investment also supports Microsoft to extend its data center footprint across current facilities in Paris and Marseille, as well as invest in the development of a new data center campus in the Grand Est Region, Mulhouse Alsace Agglomération. Thus, the development of new data centers creates a prominent demand for pluggable optics managing high-bandwidth connections.

The pluggable optics for data center market analysis is carried out by identifying and evaluating key players in the market across different regions. Coherent Corp, Nokia Corp, Cisco Systems Inc, Infinera Corp , Telefonaktiebolaget LM Ericsson, Ciena Corp, Intel Corp, Lumentum Holdings Inc, Juniper Networks Inc, Marvell Technology Inc, Yangtze Optical Fibre and Cable Joint Stock Ltd, and Broadcom Inc, are among the key pluggable optics for data center market players profiled in this market study. The pluggable optics for data center market forecast can help stakeholders in this marketplace plan their growth strategies. Several other pluggable optics for data center market players were also analyzed for a holistic view of the market and its ecosystem.

The overall pluggable optics for data center market size has been derived using both primary and secondary sources. To begin the pluggable optics for data center market research process, exhaustive secondary research has been conducted using internal and external sources to obtain qualitative and quantitative information related to the pluggable optics for data center market. The process also serves the purpose of obtaining an overview and market forecast of the pluggable optics for data center market growth with respect to all market segments. Also, multiple primary interviews have been conducted with industry participants and commentators to validate the data and gain more analytical insights about the topic. Participants of this process include industry experts such as VPs, business development managers, market intelligence managers, and national sales managers—along with external consultants such as valuation experts, research analysts, and key opinion leaders—specializing in the pluggable optics for data center market.

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Table of Contents

TABLE OF CONTENTS

1. Introduction
1.1 The Insight Partners Research Report Guidance
1.2 Market Segmentation
2. Executive Summary
2.1 Key Insights
2.2 Market Attractiveness
3. Research Methodology
3.1 Secondary Research
3.2 Primary Research
3.2.1 Hypothesis formulation:
3.2.2 Macro-economic factor analysis:
3.2.3 Developing base number:
3.2.4 Data Triangulation:
3.2.5 Country level data:
4. Pluggable Optics for Data Center Market Landscape
4.1 Overview
4.2 PEST Analysis
4.3 Ecosystem Analysis
4.3.1 Raw material and component providers-
4.3.2 Pluggable Optics Manufacturers –
4.3.3 Data Center Builders –
4.3.4 List of Vendors in Value Chain
5. Pluggable Optics for Data Center Market – Key Market Dynamics
5.1 Pluggable Optics for Data Center Market – Key Market Dynamics
5.2 Market Drivers
5.2.1 Manufacturers Focus on Product Development
5.2.2 Growing Number of Data Centers
5.2.3 Rising Need for High-Performance Computing
5.3 Market Restraints
5.3.1 Rising Network Complexity
5.4 Market Opportunities
5.4.1 Demand for Pluggable Optics in High-Performance AI Infrastructure
5.4.2 Demand for Energy Efficiency
5.5 Trends
5.5.1 Linear Pluggable Optics
5.6 Impact of Drivers and Restraints:
6. Pluggable Optics for Data Center Market – Global Market Analysis
6.1 Pluggable Optics for Data Center Market Revenue (US$ Million), 2021–2031
6.2 Pluggable Optics for Data Center Market Forecast Analysis
7. Pluggable Optics for Data Center Market Analysis – by Component
7.1 Switches
7.1.1 Overview
7.1.2 Switches: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
7.2 Routers
7.2.1 Overview
7.2.2 Routers: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
7.3 Servers
7.3.1 Overview
7.3.2 Servers: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
8. Pluggable Optics for Data Center Market Analysis – by Data Rate
8.1 100-400GB/S
8.1.1 Overview
8.1.2 100-400GB/S: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
8.2 400-800GB/S
8.2.1 Overview
8.2.2 400-800GB/S: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
8.3 800GB/S and Above
8.3.1 Overview
8.3.2 800GB/S and Above: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9. Pluggable Optics for Data Center Market – Geographical Analysis
9.1 Overview
9.2 North America
9.2.1 North America Pluggable Optics for Data Center Market Overview
9.2.2 North America: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.2.3 North America: Pluggable Optics for Data Center Market Breakdown, by Component
9.2.3.1 North America: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Component
9.2.4 North America: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.2.4.1 North America: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Data Rate
9.2.5 North America: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Country
9.2.5.1 North America: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Country
9.2.5.2 United States: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.2.5.2.1 United States: Pluggable Optics for Data Center Market Breakdown, by Component
9.2.5.2.2 United States: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.2.5.3 Canada: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.2.5.3.1 Canada: Pluggable Optics for Data Center Market Breakdown, by Component
9.2.5.3.2 Canada: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.2.5.4 Mexico: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.2.5.4.1 Mexico: Pluggable Optics for Data Center Market Breakdown, by Component
9.2.5.4.2 Mexico: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.3 Europe
9.3.1 Europe Pluggable Optics for Data Center Market Overview
9.3.2 Europe: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.3.3 Europe: Pluggable Optics for Data Center Market Breakdown, by Component
9.3.3.1 Europe: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Component
9.3.4 Europe: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.3.4.1 Europe: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Data Rate
9.3.5 Europe: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Country
9.3.5.1 Europe: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Country
9.3.5.2 Germany: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.3.5.2.1 Germany: Pluggable Optics for Data Center Market Breakdown, by Component
9.3.5.2.2 Germany: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.3.5.3 United Kingdom: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.3.5.3.1 United Kingdom: Pluggable Optics for Data Center Market Breakdown, by Component
9.3.5.3.2 United Kingdom: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.3.5.4 France: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.3.5.4.1 France: Pluggable Optics for Data Center Market Breakdown, by Component
9.3.5.4.2 France: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.3.5.5 Italy: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.3.5.5.1 Italy: Pluggable Optics for Data Center Market Breakdown, by Component
9.3.5.5.2 Italy: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.3.5.6 Russia: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.3.5.6.1 Russia: Pluggable Optics for Data Center Market Breakdown, by Component
9.3.5.6.2 Russia: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.3.5.7 Rest of Europe: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.3.5.7.1 Rest of Europe: Pluggable Optics for Data Center Market Breakdown, by Component
9.3.5.7.2 Rest of Europe: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.4 Asia Pacific
9.4.1 Asia Pacific Pluggable Optics for Data Center Market Overview
9.4.2 Asia Pacific: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.4.3 Asia Pacific: Pluggable Optics for Data Center Market Breakdown, by Component
9.4.3.1 Asia Pacific: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Component
9.4.4 Asia Pacific: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.4.4.1 Asia Pacific: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Data Rate
9.4.5 Asia Pacific: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Country
9.4.5.1 Asia Pacific: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Country
9.4.5.2 China: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.4.5.2.1 China: Pluggable Optics for Data Center Market Breakdown, by Component
9.4.5.2.2 China: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.4.5.3 Japan: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.4.5.3.1 Japan: Pluggable Optics for Data Center Market Breakdown, by Component
9.4.5.3.2 Japan: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.4.5.4 India: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.4.5.4.1 India: Pluggable Optics for Data Center Market Breakdown, by Component
9.4.5.4.2 India: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.4.5.5 South Korea: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.4.5.5.1 South Korea: Pluggable Optics for Data Center Market Breakdown, by Component
9.4.5.5.2 South Korea: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.4.5.6 Australia: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.4.5.6.1 Australia: Pluggable Optics for Data Center Market Breakdown, by Component
9.4.5.6.2 Australia: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.4.5.7 Rest of APAC: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.4.5.7.1 Rest of APAC: Pluggable Optics for Data Center Market Breakdown, by Component
9.4.5.7.2 Rest of APAC: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.5 Middle East and Africa
9.5.1 Middle East and Africa Pluggable Optics for Data Center Market Overview
9.5.2 Middle East and Africa: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.5.3 Middle East and Africa: Pluggable Optics for Data Center Market Breakdown, by Component
9.5.3.1 Middle East and Africa: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Component
9.5.4 Middle East and Africa: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.5.4.1 Middle East and Africa: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Data Rate
9.5.5 Middle East and Africa: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Country
9.5.5.1 Middle East and Africa: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Country
9.5.5.2 United Arab Emirates: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.5.5.2.1 United Arab Emirates: Pluggable Optics for Data Center Market Breakdown, by Component
9.5.5.2.2 United Arab Emirates: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.5.5.3 Saudi Arabia: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.5.5.3.1 Saudi Arabia: Pluggable Optics for Data Center Market Breakdown, by Component
9.5.5.3.2 Saudi Arabia: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.5.5.4 South Africa: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.5.5.4.1 South Africa: Pluggable Optics for Data Center Market Breakdown, by Component
9.5.5.4.2 South Africa: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.5.5.5 Rest of Middle East and Africa: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.5.5.5.1 Rest of Middle East and Africa: Pluggable Optics for Data Center Market Breakdown, by Component
9.5.5.5.2 Rest of Middle East and Africa: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.6 South and Central America
9.6.1 South and Central America Pluggable Optics for Data Center Market Overview
9.6.2 South and Central America: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.6.3 South and Central America: Pluggable Optics for Data Center Market Breakdown, by Component
9.6.3.1 South and Central America: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Component
9.6.4 South and Central America: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.6.4.1 South and Central America: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Data Rate
9.6.5 South and Central America: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Country
9.6.5.1 South and Central America: Pluggable Optics for Data Center Market – Revenue and Forecast Analysis – by Country
9.6.5.2 Brazil: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.6.5.2.1 Brazil: Pluggable Optics for Data Center Market Breakdown, by Component
9.6.5.2.2 Brazil: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.6.5.3 Argentina: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.6.5.3.1 Argentina: Pluggable Optics for Data Center Market Breakdown, by Component
9.6.5.3.2 Argentina: Pluggable Optics for Data Center Market Breakdown, by Data Rate
9.6.5.4 Rest of South and Central America: Pluggable Optics for Data Center Market – Revenue and Forecast to 2031 (US$ Million)
9.6.5.4.1 Rest of South and Central America: Pluggable Optics for Data Center Market Breakdown, by Component
9.6.5.4.2 Rest of South and Central America: Pluggable Optics for Data Center Market Breakdown, by Data Rate
10. Competitive Landscape
10.1 Heat Map Analysis
10.2 Company Positioning Analysis
11. Industry Landscape
11.1 Overview
11.2 Market Initiative
11.3 Product Development
11.4 Mergers & Acquisitions
12. Company Profiles
12.1 Coherent Corp
12.1.1 Key Facts
12.1.2 Business Description
12.1.3 Products and Services
12.1.4 Financial Overview
12.1.5 SWOT Analysis
12.1.6 Key Developments
12.2 Nokia Corp
12.2.1 Key Facts
12.2.2 Business Description
12.2.3 Products and Services
12.2.4 Financial Overview
12.2.5 SWOT Analysis
12.2.6 Key Developments
12.3 Cisco Systems Inc
12.3.1 Key Facts
12.3.2 Business Description
12.3.3 Products and Services
12.3.4 Financial Overview
12.3.5 SWOT Analysis
12.3.6 Key Developments
12.4 Infinera Corp
12.4.1 Key Facts
12.4.2 Business Description
12.4.3 Products and Services
12.4.4 Financial Overview
12.4.5 SWOT Analysis
12.4.6 Key Developments
12.5 Telefonaktiebolaget LM Ericsson
12.5.1 Key Facts
12.5.2 Business Description
12.5.3 Products and Services
12.5.4 Financial Overview
12.5.5 SWOT Analysis
12.5.6 Key Developments
12.6 Ciena Corp
12.6.1 Key Facts
12.6.2 Business Description
12.6.3 Products and Services
12.6.4 Financial Overview
12.6.5 SWOT Analysis
12.6.6 Key Developments
12.7 Intel Corp
12.7.1 Key Facts
12.7.2 Business Description
12.7.3 Products and Services
12.7.4 Financial Overview
12.7.5 SWOT Analysis
12.7.6 Key Developments
12.8 Lumentum Holdings Inc
12.8.1 Key Facts
12.8.2 Business Description
12.8.3 Products and Services
12.8.4 Financial Overview
12.8.5 SWOT Analysis
12.8.6 Key Developments
12.9 Juniper Networks Inc
12.9.1 Key Facts
12.9.2 Business Description
12.9.3 Products and Services
12.9.4 Financial Overview
12.9.5 SWOT Analysis
12.9.6 Key Developments
12.10 Marvell Technology Inc
12.10.1 Key Facts
12.10.2 Business Description
12.10.3 Products and Services
12.10.4 Financial Overview
12.10.5 SWOT Analysis
12.10.6 Key Developments
12.11 Yangtze Optical Fibre and Cable Joint Stock Ltd
12.11.1 Key Facts
12.11.2 Business Description
12.11.3 Products and Services
12.11.4 Financial Overview
12.11.5 SWOT Analysis
12.11.6 Key Developments
12.12 Broadcom Inc
12.12.1 Key Facts
12.12.2 Business Description
12.12.3 Products and Services
12.12.4 Financial Overview
12.12.5 SWOT Analysis
12.12.6 Key Developments
13. Appendix
13.1 About The Insight Partners
13.2 Word Index