Module prices and market-wide selling prices answer different questions. These disclosures preserve the publisher, reporting period and scope. They sit outside the module-price ladder and table.
Report published 2024-01-16; historical period since 2020
The analyst described historical annual price-per-Gbps declines of 25–35%, except 15% in 2021. These are bandwidth trends, not datacom module quotes.
Original Research release · accessed 2026-11-11
Quarter ended 2026-09-30; released 2026-11-04
Management attributed gross-margin expansion to pricing optimization and cost improvements; no per-module price was disclosed.
Original Filing · accessed 2026-11-11
May 2026; outlook 2026–2027
The analyst raised optical-chip pricing assumptions and expected relatively stable prices amid shortages. This is component-market context, not a transceiver ASP.
Original Research release · accessed 2026-11-11
FY ended 2026-06-27
Cloud transceiver revenue rose more than 173% on shipment volume, partly offset by lower average selling prices.
Original Filing · accessed 2026-11-11
Product presence alone does not create a price reading. Manufacturer sources below establish product context; reseller offers establish only that seller’s advertised price. All links read 2026-11-11.
| Company | Coverage | Price evidence |
|---|---|---|
| InnoLight | 400G, 800G and 1.6T product families | Reseller 1.6T offers in the ledger; manufacturer product family reference. |
| Eoptolink | OSFP 1.6T DR8 and 2FR4 families | Reseller 1.6T offers in the ledger; company-issued product release. |
| Coherent | Datacenter optics supplier; financial reporting | Pricing optimization commentary in the filing; no per-module list price inferred. |
| Lumentum / Cloud Light | Cloud transceivers; financial reporting | Cloud-transceiver ASP direction in the filing; no module dollar ASP disclosed. |
| Accelink | OSFP224 1.6T DR8; 800G portfolio | Manufacturer announcement documents the product; no verified public price added. |
| Broadcom | Optical-module DSP PHYs for 800G and 1.6T | Upstream component supplier; no module-level price inferred from PHY information. |
| Cisco / Acacia | 400G QSFP-DD portfolio | Manufacturer datasheet supplies platform and optical context. Compatible catalog entries are separately sold products. |
| NVIDIA | MMS4A00-XM and MMS4A50-XM advertised reseller offers | Ledger prices come from 4G LTE Mall, not NVIDIA’s own price list. |
Lumentum’s cloud-transceiver ASP direction, Coherent’s company-wide margin commentary, LightCounting’s optical-chip assumptions and Cignal AI’s coherent bandwidth trends cover different baskets. Each disclosure retains its original period and scope. None substitutes for a quote for a specific optical module.
Methodology and exclusions · Download the readings with sources
