Core Viewpoint - The Optical Circuit Switching (OCS) market is experiencing rapid growth driven by AI computing demands and high-performance data center applications, with significant technological advancements in MEMS and silicon photonics [3][4][11]. Current Status of OCS Industry - OCS technology is diversifying, with MEMS technology dominating the high-end market and silicon photonics accelerating commercialization through integration with Co-Packaged Optics (CPO) [3]. - The OCS market is expanding rapidly, primarily due to the needs of AI clusters and high-performance computing, with data centers becoming the core application area [3][4]. - International companies like Coherent, Google, and Calient lead the market, while domestic firms are making significant technological breakthroughs [3][11]. Development Trends of OCS - The industry is shifting towards a photonic-electronic collaborative architecture, enhancing system efficiency and integration [4]. - AI technologies are being integrated into OCS control planes, promoting autonomous and self-optimizing networks [4]. - There is a focus on cost control and developing highly integrated optical switching technologies to meet the demands of large-scale data center networks [4]. Market Size and Forecast - The global OCS market is projected to grow from $72.78 million in 2020 to $366.47 million by 2024, with a CAGR of 49.80% [7]. - By 2031, the market is expected to reach $2,022.21 million, with a CAGR of 17.12% from 2025 to 2031 [7]. - The Chinese market is growing rapidly, with a projected market size of $80.20 million by 2031, capturing 3.97% of the global market [7]. Product Type Analysis - The OCS market is currently dominated by MEMS solutions, which accounted for $192.36 million in 2024, representing 52.49% of the market [8]. - DirectLight DBS solutions are expected to take the lead post-2025, with a projected market size of $1,185.42 million by 2031 [8]. Application Market Overview - Data centers are the largest application market for OCS switches, expected to reach $1,312.29 million by 2031, capturing 64.89% of the market share [9]. Key Manufacturers - Major global manufacturers include Google, Huber+Suhner, Coherent, and Calient, with Google holding a revenue share of approximately 48.53% in 2024 [11].