Report

Silicon Photonics(SiPh) and Co-Packaged Optics(CPO) Report, 2025 June

June 30, 2025

Overview: The Annual Silicon Photonics and Co-Packaged Optics Report highlights how the rapid advancement of AI is driving explosive growth in demand for high speed, high capacity data transmission, outpacing the capabilities of traditional optical modules. Co-Packaged Optics (CPO) has emerged as a key solution, offering reduced loss, lower power consumption and high integration by shortening the distance between the switching chip and optical engine. Silicon Photonics (SiPh), the ideal technology for enabling CPO, is central to reshaping data center and networking infrastructure to meet growing bandwidth and energy efficiency needs. As a result, global optical communication transceiver revenue is projected to grow at a CAGR of 18.6% from 2025 to 2033.

Table of Contents

Executive Summary
Optical Communication
SiPh
CPO
Optical Transceivers Cost Analysis and Forecast
Status of Key Players
Glossary

Number of Pages: 114

Published Date: June 2025

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Author

Leo Liu

Leo Liu joined Counterpoint Research as part of its acquisition of DSCC, where he was Director of Taiwan Operations. Leo has more than 25 years experience in the optoelectronics & semiconductor industry. Leo is a well-known expert in backlighting, LEDs (MiniLED/MicroLED) and advanced semiconductor packaging.

David Wu

David Wu is a Research Associate at Counterpoint Research in Taiwan, dedicated to foundry and semiconductor research, providing insights into market trends and key industry developments. Prior to joining Counterpoint Research, he gained experience in Deal Advisory, Private Equity, and TMT Corporate Banking, where he built a solid foundation in industry research and financial analysis. David Wu holds a double bachelor’s degree in Accounting and International Business from National Chengchi University.