Celestica's numbers, shown at the OCP Global Summit: qualification and testing windows for optical transceivers fell from 36 months at 400G to 24 at 800G and 18 at 1.6T, while GPU platforms refresh every 12 months. If validation rather than laser output sets the pace, test and qualification suppliers sit on the optics bottleneck, which is the testing side of the optical-supercycle case.
Recent data at the OCP Summit confirms what has been clear for a while... qualification and testing remain the central gating factor for optical transceivers at scale. Celestica's numbers show how testing windows have continuously compressed with each generation: > 400G: 36
Celestica's numbers, shown at the OCP Global Summit: qualification and testing windows for optical transceivers fell from 36 months at 400G to 24 at 800G and 18 at 1.6T, while GPU platforms refresh every 12 months. If validation rather than laser output sets the pace, test and qualification suppliers sit on the optics bottleneck, which is the testing side of the optical-supercycle case.
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