India, May 6 -- Global shipment volume of optical transceivers is projected to more than triple from 26.5 million units in 2023 to over 92 million units by 2026, according to TrendForce's latest AI infrastructure research. This massive market opportunity-combined with geopolitical factors-is driving a restructuring of the global optical communications supply chain.

It is also accelerating outsourcing strategies among U.S. vendors in Southeast Asia, creating an entry point for non-traditional technology players to move into AI optical communications.

TrendForce notes that Chinese suppliers, leveraging scale and cost advantages, have long held a dominant position in the global optical communications market. In high-volume segments such as...