Recently, the CPOOptical module concept stocks continue to rise, what is the reason why optical modules are sought after?Is the concept market worth investing in?
message faceNorth American downstream cloud vendors have successively disclosed their capital expenditures and order requirements in 2024, AI construction efforts continue to strengthen, Nvidia previously announced the next two years of computing power chip release plan, or accelerate 1Technological changes such as the iteration of 6T optical modules and silicon photonics have provided support for the sharp rise of the optical module sector.
Let's find out firstThe role of optical modules。An optical module is a device used to send and receive optical signals, which is composed of optoelectronic devices, functional circuits, and optical interfaces. To put it simply, the function of the optical module is to help us convert the electrical signal into an optical signal at the sending end, and then convert the optical signal into an electrical signal at the receiving end after transmission through the optical fiber.
What is the market prospect of optical transceivers?
First of all,With the rapid development of AI,As various popular applications continue to emerge, the iteration cycle of large models will continue to accelerate, computing resources will still be scarce, and the demand for computing power will remain strong.
Secondly, withThe popularization and application of 5G, Internet of Things, cloud computing and other technologiesAs the core components of data centers and communication networks, optical modules are in increasing demand.
In addition, withThe continuous emergence and application of new technologies such as silicon photonicsThe technical threshold of optical modules will continue to increase, which also provides more development opportunities for related enterprises.
Finally,1.The development of 6T optical modules is accelerating, which will shorten the upgrade cycle and further enhance the market space of high-speed optical modules.
fromTechnicalLook, at present, the entire optical module concept is also in the first situation, and today** is also standing firm on the 5th and 20th**.
So, Xiaocai thinksUnder the general trend of AI, optical modules as a "buy shovel" link, the demand is certain, the market prospect is huge, you can focus on it, and it is also the first trend, of course, the current market as a whole is the first trend, and the optical module, as the main branch of artificial intelligence, fluctuates greatly, and needs to be configured in batches.