forecast 2026 shipments / revenue for 800G coherent optics; pluggable-coherent module market ~$1.8B (2025) → >$5B (2029)
>200k units / >$1Bforecast
| Value kind | forecast — Forecasts are time-bound outlooks, not specifications; test decisions across plausible scenarios. |
|---|---|
| Scope | Supplier-market forecast. OIF published the 1600ZR agreement in September 2026; Cignal AI expects 1600ZR-class modules in 2027. |
| As of | 2026-04 |
| Source | Cignal AI · 800ZR/ZR+ forecast (Jul 2025): >200,000 modules and >$1B in 2026, reaffirmed Apr 2026 (>200k 800ZRx ports); standalone coherent pluggables $1.8B in 2025 to >$5B by 2029 (Cignal AI, 2026-04-16) |
| Review | checking…review by 2027-01-31 · fast cadence |
| Recorded changes | last 2026-10-16 · 2 revisions tracked |
| Claim id | forecast-2026-shipments-revenue-for-800g |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.