LightCounting

Overview

LightCounting is a market research firm specializing in optical transceiver and photonics forecasts. Its data is widely cited by transceiver manufacturers and system vendors to frame AI-driven demand trajectories. LightCounting projects 1.6T and 3.2T Ethernet transceiver unit shipments ramping sharply from 2027, with 1.6T reaching approximately 80 million units by 2030, primarily driven by AI applications. For co-packaged optics specifically, LightCounting (May 2025 forecast) projects CPO deployments ramping from near-zero in 2025–2026 to over $5 billion in annual sales by 2030, with mass deployment beginning around 2028.