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Vendors
Transceiver
Vendor market share for every Transceiver part, broken down by hyperscaler and tracked by year. Fabric types are combined and configs with identical shares are merged.
6 speed classes · 31 of 31 parts · 11 hyperscalers · 200 configs · FY20261497 analyst243 seeded0 reconciled
Year
Compare
Year
Hyperscaler
All hyperscalers · 2026 — one bar per speed
0%25%50%75%100%
50%
30%
20%
90.7%
0.1%2.0%2.4%4.8%
32.0%
19.8%
13.1%
10.7%
9.9%
1.5%1.9%3.4%3.8%4.0%
26.1%
23.7%
15.9%
15.6%
9.4%
5.9%
0.3%1.2%1.9%
36.6%
29.8%
22.2%
7.9%
0.0%3.6%
32.3%
20.3%
18.4%
12.3%
10.4%
1.1%1.4%3.8%
12.8T
simple avg
1.6T
2.7M units
800G
28M units
400G
8.6M units
200G
13M units
100G
2.0M units
AAOICoherentCredoEoptolinkInnolightLumentumNvidiaOthersSourceUnassigned