New Technology Evolution Path for Optical Modules in the Age of AI Computing Power(2/3)
Table of Contents
Direction of technology evolution: more miniaturisation, higher speed, lower cost
Mapping technology forward-looking layout from the direction of optical module product evolution
Optical module product upgrade iterative route: miniaturisation, high speed and low power consumption are constantly upgraded.
◉Data Center Side: With the data traffic explosion and the richness of downstream applications, the rate of high-speed optical modules will be continuously upgraded, and the current global major players will enter the process of import verification and batch shipment of 800G, and the 1.6T products will be continuously researched and developed in the future.
◉Telecom side: With the continuous promotion of “double gigabit” network construction, 10G PON optical modules at home and abroad are continuously upgraded. In addition, overseas fibre-to-the-home penetration rate is low, with the new round of upgrading, overseas PON module is expected to accelerate the development of
2. With the gradual application and industrialisation of new technologies such as artificial intelligence, Internet of things/vehicles, industrial Internet, AR/VR and other new technologies to bring about rapid growth in data traffic, the data centre to further change to large-scale, centralised, will lead to the rapid development of high speed rate and medium and long distance optical modules. At present, the world’s major cloud vendors have deployed 200/400G optical modules in bulk within the data centre, and as the development trend of AIGC becomes clear, the demand for high computing power catalyzes the demand for even higher-rate 800G/1.6T optical modules.
3. As the optical module rate upgrade process will bring power loss, signal distortion and other issues, as well as the rate increase in the optical chip performance puts forward higher requirements, which in turn leads to the overall cost of the overall cost of the drive more high-speed rate optical module of a variety of technology evolution.
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