Optical transceivers, which skillfully convert optical signals into electrical signals, are undoubtedly the soul of modern communication networks. With the rapid development of the Internet and cloud computing, the demand for optical modules is booming, and the market scale continues to expand. Looking to the future, the popularization of technologies such as 5G, the Internet of Things, and artificial intelligence will increase the market demand for optical modules.
First of all, the promotion of 5G network will undoubtedly inject new vitality into the optical module market. 5G network, with its characteristics of high speed, low latency and large capacity, will make the application of optical modules in 5G network more extensive. At the same time, the deployment of 5G networks will also become a catalyst for the advancement of optical module technology, pushing the performance and reliability of optical modules to a higher level. In addition, the popularization of the Internet of Things will also bring new growth points to the optical module market. The application scenarios of the Internet of Things are like imagination, including smart home, smart transportation, smart industry, etc. In these scenarios, optical modules improve the performance and stability of IoT applications with their high-speed data transmission and communication characteristics. In summary, with the continuous innovation and popularization of technology, the optical module market will continue to prosper, showing endless possibilities and opportunities. 
With the rapid development of artificial intelligence technology, the optical module market has also ushered in unprecedented growth opportunities. The progress of artificial intelligence is inseparable from large-scale data processing and transmission, and optical modules are suitable for meeting this demand with their high-speed and low-latency characteristics. More importantly, the application of optical modules in the construction of artificial intelligence chips and systems has undoubtedly injected new vitality into the performance and efficiency of artificial intelligence.
With the popularization and application of large-scale models such as SORA, the demand for optical modules in the market has shown the phenomenon of Davis double-clicking. In addition to the incremental and iterative requirements for optical modules due to the continuous development of artificial intelligence itself, the uplink bandwidth upgrades of all data centers, backbone networks, and WANs have put forward greater requirements for the upgrade and iteration of optical modules. Specifically, the evolution of the training end of artificial intelligence will stimulate 800g, 1the demand for 6T and other higher-specification optical modules; Data centers will accelerate the pace of upgrading from 400G to 800G; The backbone network and WAN will promote the upgrade and iteration of a series of optical modules such as 800G, 400G, and 200G. 
In this context, the domestic leading companies occupy a favorable position in the competition in the optical module market. At the same time, the accelerated iteration of NVIDIA, Google and other companies in the chip link has further promoted the accelerated iteration of optical modules, which has optimized the competitive landscape and made the voice of leading companies more and more powerful. Looking forward to 24 years, in various subdivisions of communications, the three leading companies of optical modules are undoubtedly the "defensive" sector in the traditional sense with the highest degree of performance and the strongest certainty. If overseas AI continues to develop beyond expectations after 24 years, then optical modules will become one of the best choices to share the dividends of the overseas AI industry. 
To this end, I went through an in-depth review and sorted out a few againCPO optical module "potential leader, especially the first one, remember to save the collection, new partners to pay attention!
1、The most promising one"Optical module" is the first leader,
The domestic optical module leader, with 100g, 200g, 400g and 800g high-speed products, has launched 16T optical module products are supplied to NVIDIA, accounting for more than 80% of export sales. In addition, the company also operates its own data center projects and works with Huawei to jointly build an AI computing power foundation.
The adjustment is sufficient, with a retracement of more than 70% from the high, excellent performance, moderate market value, and is favored by institutions, with a net inflow of nearly 2 billion yuan from institutions recently.
From a technical point of view, the company is highly active, with a market value of less than 10 billion yuan and a share price of just over 10 yuan. At the same time, the company is undervalued and is currently at the bottom of an uptrendSection, MACD day, week, month and three lines of golden cross, the main high control disk.
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2, Taichenguang
The company has been deeply involved in the optical communication industry for more than 20 years, and has the ability to integrate optical components and their components, optical transceiver systems and other packaging and integration, and has experience in overall optical interconnection solutions. The company promotes the R&D and mass production of a series of high-speed active products in an orderly manner.
3. Maixinlin
Leading enterprises in the domestic optical communication industry will use this equipment for product testing. The design accuracy of 3um is at the leading level in domestic counterparts, and the speed and accuracy can compete with foreign equipment.
4. Wufang Optoelectronics
As a leading enterprise of infrared cut filters in China, the company has carried out optical thin film panel projects, optical components for LiDAR projects, and optical communication filter projects, and has opened up new markets and increased new revenue and profit growth points.
5.Zhongji Innolight
The company is the world's leading supplier of optical modules for data centers, mainly committed to the research and development, design, packaging, testing and sales of high-end optical communication transceiver modules.
6.Tianfu Communications
Based on the field of optical communication, the company has long been committed to the research, production, sales and service of various medium and high-speed optical device products, and provides vertical integration one-stop solutions for downstream customers.
7.New Yisheng
The company is one of the few enterprises in China that delivers 100G optical modules in batches and masters high-speed optical device chip packaging and optical device packaging.
8.Optical library technology
The company entered the field of fiber laser devices earlier and is a high-tech enterprise specializing in the design, research and development, production, sales and service of fiber optic devices.