NuAxiSemiconductor trade intelligence
Co-packaged optics market to grow at 37% CAGR to $20bn by 2036
What happened
IDTechEx forecasts the co-packaged optics (CPO) market to grow at a 37% CAGR, reaching $20 billion by 2036, driven by data center demand for higher bandwidth and lower power. The report details the technological shift from pluggable optical modules to CPO architectures. Neutral: This is a long-term market projection with no immediate impact on component pricing, supply, or trading decisions.
Impact and signal
Low impactImpact score: 10/100
Affected components and suppliers
market-forecasttechnology-trend
Source and time
Source: Semiconductor Today · 12/29/2025 · View original source
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