Core Views
Mapping technology forward-looking layout from the direction of optical module product evolution. With the outbreak of data traffic and downstream applications, drive optical module products to more miniaturisation, higher speed and lower cost.
With the data traffic explosion and rich downstream applications, optical module products are driven to more miniaturisation, higher speed and lower cost; at the same time, optical modules have been developed to 800G and the subsequent 1.6T and other rate upgrades, which drives the forward-looking R&D and iterative upgrading of optical module related technology routes.
Drive the forward-looking R&D and iterative upgrading of optical module related technology lines.
◆ CPO Solution: AI computing power with high performance ratio programme. The CPO Solution packages the engine and switching chip together, shortening the distance between the optical engine and switching chip, and is mainly used for the digital switching of mega cloud service providers.
It is mainly used in the short distance scenario of digital communication of ultra-large cloud service providers, and will effectively solve the problem of high-rate and high-density interconnection transmission.
Thin-film lithium niobate solutions: technological breakthroughs, new developments due to improved size and integration. Lithium niobate materials have a long history of research and excellent performance.
With the breakthrough of thin film lithium niobate technology, the size and price problems have been greatly improved, and with the sinking of coherent technology, it brings important development opportunities for coherent optical modulators.
◆ Silicon Optical Solution: Three major advantages: high integration, great potential for cost reduction, and excellent waveguide transmission performance. Silicon optical module in the high-speed transmission network has obvious advantages, demand growth will be higher than the traditional optical module.
The growth rate of demand will be higher than that of traditional optical modules; silicon optical modules are expected to occupy more than 60% of the high-speed optical module market in 2025.
◆ LPO solution: outstanding cost advantage, to meet the AI computing centre short distance, large broadband, low latency requirements. Compared with DSP solution, LPO can significantly reduce system power consumption and delay.
Compared with the DSP solution, LPO can greatly reduce system power consumption and delay, and is suitable for short-distance transmission; its system BER and short transmission distance are more suitable for short-distance application scenarios in AI computing centres to make up for it.
We believe that the optical module as the main component of the AI computing centre can make up for the problem.
◆ We believe that the optical module as AI arithmetic link in the high degree of localisation, technology reserves cutting-edge core products, driven by the development of AI big model arithmetic continued to upgrade demand will bring rapid growth.
Will bring rapid growth, it is recommended to pay attention to the prospective layout of CPO / LPO and other new technologies, major players and product batch and shipment situation.
