The optical module market has become increasingly competitive, with average selling prices declining at approximately 15-20% annually for mainstream products. Chinese manufacturers have significantly expanded their production capacity, intensifying price competition across all product. Shares of optical module makers InnoLight and Eoptolink surged over 6% to new highs as 1. 6T products enter commercial mass production. The global optical module market is forecast to grow 60% in 2026 and reach nearly $60 billion by 2031, driven by AI demand. 7% during the forecast period MARKET INSIGHTS The global Optical Module Package Market was valued at 8942 million in 2024 and is projected to reach US$ 20220 million. Citigroup stated that there is potential upside in the demand for the optical module industry, and the buying opportunity has increased after the stock price adjustment. Citigroup noted that the GPU ratio of the VR200 NVL144 rack's 1. 8% (2025-2031), driven by critical product segments and diverse end‑use applications, while evolving U.
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