The Optical module industry sets sail in the AI wave
(Optical Module)ChatGPTAILightcounting202617620212026CAGR13.85%21
(Optical Module)ChatGPTAILightcounting202617620212026CAGR13.85%2
1.1
(Optical Module)
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(Optical Module)
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1.2
:123
25/100G200/400G/800
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5G10G25G50G100G200G100G200G400G
5G
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1.3 AIGC
ChatGPT2ChatGPTAIAIGC
(ZB)
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(CCITA)CPO3:114-61/GBAIA100H100GPU200G8-10/GPU H100GPU5
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Trendforce
AILightCountingTop 52023800G
Top5()
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LightCounting
2.1
1
PCB
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26%VCSELFPDFBEMLPINAPD
2
LightCounting201815%202525%
2018-2027E
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LightCounting
ICC2019-2024
2019-2024E
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Modor Intelligence
22.5G10G10GVCSEL/EML40%25G5G5G25GDFB25G DFB202125G20%25G5%
2021
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2021
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3315
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202031580;
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:/Lightcouting
:
FicontecSystech
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2.2
1
Lightcounting202617620212026CAGR13.85%202055%202677%5G
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Lightcounting
AIGC
2800+G
2019400G2022400G202351.2T2025102.4T800G/1.6T
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800G400G10-12W10W800G16W
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5G
202012800GOSFPQSFP-DD202210
800G
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3
CMOS
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400G 400G Lightcounting 2026 80
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Lightcounting
2019CDR200G FR4
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4CPO
ASIC200GASICNPOPCB
(Co-packaged Optics,CPO)ASICCPOCPO
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Co-packaged datacenter optics Opportunities and challenges
LightCountingCPOHPCACPUGPUTPU2026HPCACPOCPO800G1.6T2024202520262027202730%
CPO
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Lightcounting
CPOCPO2023800GCPODWDM
CPO
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2AI2022400G800+G20222019CPO2023CPO
3.1AI
5GLightCounting201720182020
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2019400G/800G
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202296.42(YoY+25.29%)12.24(YoY+39.57%)202318.37(YoY-12.04%)2.50(YoY+14.95%)2022400G200G2023Q1
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wind
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wind
3.2
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202269.126.56%6.087.25%5.4616.16%23Q112.6825.92%1.0228.62%&202223Q1200G400G800G
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wind
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wind
3.3
2.5G10G25G4G/5G
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20222.8321.89%15.28%2.3719.26%10GPON0.4533.69%25GDFB2023Q10.3540.6%0.1249.68%
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wind
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wind
(Optical Module)ChatGPTAI
26%22.5G10GVCSEL/EML40%25G20%25G5%
Lightcounting202617620212026CAGR13.85%AIGC1800+G23CPO
AI2022400G800+GCPOCPO
ChatGPTAICPOA(300308)(002281)(688498)
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