➀ The 800G optical module is expected to start mass production in 2024 and see slow growth in 2027, with 1.6T modules expected to rapidly grow from 2026 with a long duration. ➁ Silicon photonics will continue to grow over the next 5 years and may surpass III-V materials, with LNOI seeing significant growth in 2027. ➂ Google promotes the use of optical switches for TPU supercomputing cluster networking at OFC2024, with optical switch shipments expected to grow continuously over the next 5 years.