With the surge of global data traffic, the demand for the construction of high-performance AI server clusters has rapidly led to a significant increase in the demand for optical modules, especially the urgent demand for high-speed optical modules by cloud service giants has become the main driving force.
According to data from the market research institute Lightcounting, 800G optical modules have begun to enter the market and have been applied from 2021 to 2022, and it is expected that in 2024, 800G optical modules will usher in a new stage of large-scale deployment to meet the growing demand for data transmission.
At present, whether it is in the field of telecommunications or data communication, the proportion of high-speed optical modules has become a trend. Globally, telecom service providers and cloud service providers are actively promoting the upgrade of IP backbone networks to cope with the increasing demand for traffic, and this trend is also promoting the wider application of high-speed optical modules.
As for the expectation of 400G 800G optical module replacement, it belongs to the conversion role and iteration cycle of optical module in the field of optical fiber communication. It is expected that the 400G life cycle will reach 4-5 years, and as the switching chip rate continues to increase, theoretically, when the switching chip rate reaches 51At 2TBPS, 400G optical modules will become the mainstream of the market, and the demand for 800G optical modules will also initially appear. When the switch chip rate is further increased to 102At 4 Tbps, 800G optical modules will replace 400G as the new mainstream.
Whereas, Broadcom released a rate of 51. in August 2022The 2Tbps switching chip Tomahawk 5, this technological progress provides a new impetus for the development of high-speed optical modules. Correspondingly, 800G optical modules will be shipped in small batches at the end of 2022, marking the gradual maturity of technology in this field. At the CIOE 2023 exhibition, major leading optical module manufacturers have displayed their 800G optical module products.
With the shortening of the intergenerational iteration cycle of products, optical module manufacturers will be more open to new technologies and new materials, especially silicon photonics has obvious advantages in the context of high speed. At present, domestic mainstream optical module manufacturers are actively accelerating the research and development of silicon photonics high-speed optical module solutions. With the rise of domestic optical module manufacturers, the localization process of the first chain is accelerating, which is expected to bring more market space.
In general, the optical transceiver industry is in the stage of further upgrading, especially driven by AI technology and data center construction, high-speed optical modules are expected to usher in new opportunities for development.
The first: Jufei Optoelectronics is a leading enterprise in domestic backlight LED packaging, and the company has its own optical module packaging business. The silicon photonic chips of Xilian Optical Chips, a shareholding subsidiary, can be used for CPO. The investment in Xilian is not a pure financial investment, but for the coordinated development of the company's own industry, to develop the packaging and testing business in the field of optical communication industry.
The second: Changdian Technology ranks first in the world.
Third, Chinese mainland's first chip packaging and testing leader, business covers high, medium and low various integrated circuit packaging and testing, for the first domestic manufacturer with RF-SIM card packaging technology, Changdian Technology and domestic and foreign customers and partners have been on CPO photoelectric packaging products for many years of technical cooperation, completed a number of solutions, is expanding from mobile phone products to high-speed data transmission in data centers.
The third: Accelink is mainly engaged in the development and manufacture of optoelectronic devices in the field of optical communication, and the company's 800G products have been used by some customersThe 6T optical transceiver product has been developed, the product has been demoized at OFC2023, and the sample delivery test is currently being promoted.
Here is also a selection of one, the head of the picture goes to the main page, the number 168 is sent, and the answer is automatically displayed. There will be no reply in the comment area.