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Delivery date for 800G optical receiver

Shipments of 800G optical receivers are expected to begin in the second quarter of 2026 and continue through the third quarter of 2026.POET Technologies 800G Optical Engines

POET Technologies has received a production order for its POET Infinity™ 800G optical engines, which include 2xFR4 and DR8 receive engines. These optical engines are scheduled to ship to the customer in the second half of 2026, reflecting the company's commercial rollout for AI data server applications and hyperscale datacenter deployments . The order demonstrates the scalability of POET's technology and its integration into high-performance AI networking systems.

Applied Optoelectronics (AOI) 800G Transceivers

Applied Optoelectronics has secured a major volume order exceeding $53 million for 800G single-mode data center transceivers. Following product qualifications, shipments are expected to start in the second quarter of 2026 and be completed by the middle of the third quarter of 2026 . These transceivers are intended to support GPU cluster expansion and large-scale AI infrastructure, with additional orders anticipated as deployment scales across clusters and regions . AOI also forecasts revenue contributions from these shipments in the fourth quarter, assuming production and delivery timelines proceed as planned.

Market Context

The demand for 800G optical transceivers is rapidly increasing due to AI-driven workloads. Shipments of 800G modules are projected to grow significantly, with large-scale contracts and hyperscale deployments driving production schedules through 2026 . Both POET and AOI are aligning their manufacturing and delivery timelines to meet this growing market demand. In summary, if you are planning to procure 800G optical receivers, expect initial deliveries to begin in Q2 2026, with completion by mid-Q3 2026, depending on the supplier and order volume. This timeframe applies to both POET Infinity optical engines and AOI 800G transceivers.

Delivery date for 800G optical receiver

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