The Optical module industry sets sail in the AI wave
(Optical Module)ChatGPTAILightcounting202617620212026CAGR13.85%21
(Optical Module)ChatGPTAILightcounting202617620212026CAGR13.85%2
1.1
(Optical Module)

(Optical Module)

1.2
:123
25/100G200/400G/800

5G10G25G50G100G200G100G200G400G
5G


1.3 AIGC
ChatGPT2ChatGPTAIAIGC
(ZB)

(CCITA)CPO3:114-61/GBAIA100H100GPU200G8-10/GPU H100GPU5

Trendforce
AILightCountingTop 52023800G
Top5()

LightCounting
2.1
1
PCB

26%VCSELFPDFBEMLPINAPD
2
LightCounting201815%202525%
2018-2027E

LightCounting
ICC2019-2024
2019-2024E

Modor Intelligence
22.5G10G10GVCSEL/EML40%25G5G5G25GDFB25G DFB202125G20%25G5%
2021

2021

3315

202031580;

:/Lightcouting
:
FicontecSystech

2.2
1
Lightcounting202617620212026CAGR13.85%202055%202677%5G

Lightcounting
AIGC
2800+G
2019400G2022400G202351.2T2025102.4T800G/1.6T

800G400G10-12W10W800G16W

5G
202012800GOSFPQSFP-DD202210
800G

3
CMOS

400G 400G Lightcounting 2026 80

Lightcounting
2019CDR200G FR4

4CPO
ASIC200GASICNPOPCB
(Co-packaged Optics,CPO)ASICCPOCPO

Co-packaged datacenter optics Opportunities and challenges
LightCountingCPOHPCACPUGPUTPU2026HPCACPOCPO800G1.6T2024202520262027202730%
CPO

Lightcounting
CPOCPO2023800GCPODWDM
CPO

2AI2022400G800+G20222019CPO2023CPO
3.1AI
5GLightCounting201720182020

2019400G/800G

202296.42(YoY+25.29%)12.24(YoY+39.57%)202318.37(YoY-12.04%)2.50(YoY+14.95%)2022400G200G2023Q1

wind

wind
3.2

202269.126.56%6.087.25%5.4616.16%23Q112.6825.92%1.0228.62%&202223Q1200G400G800G

wind

wind
3.3
2.5G10G25G4G/5G

20222.8321.89%15.28%2.3719.26%10GPON0.4533.69%25GDFB2023Q10.3540.6%0.1249.68%

wind

wind
(Optical Module)ChatGPTAI
26%22.5G10GVCSEL/EML40%25G20%25G5%
Lightcounting202617620212026CAGR13.85%AIGC1800+G23CPO
AI2022400G800+GCPOCPO
ChatGPTAICPOA(300308)(002281)(688498)
Disclaimer: The content of this article is sourced from the internet. The copyright of the text, images, and other materials belongs to the original author. The platform reprints the materials for the purpose of conveying more information. The content of the article is for reference and learning only, and should not be used for commercial purposes. If it infringes on your legitimate rights and interests, please contact us promptly and we will handle it as soon as possible! We respect copyright and are committed to protecting it. Thank you for sharing.(Email:win-e@163.com)