The demand for data communication has surged, and 800G optical modules have become the focus of competition - Xunshi Optical Communication Network (iccsz.com)

The demand for data communication has surged, and 800G optical modules have become the focus of competition

Abstract:The Optoelectronic Industry Conference, which has just ended in Optics Valley, has attracted operators, Huawei, and popular optical module stocks to bring high-speed optical module products to the show. The demand for data communication market is surging, and optical module manufacturers are actively expanding production. At present, 800G is the focus of competition for short-range and high-speed optical modules, and some manufacturers have been developing 1.6T and even 3.2T products. The use of copper cables for the Nvidia GB200 is also a hot topic in the industry.

ICC News "The brochures are all out!" During the 2024 China Optics Valley Optoelectronic Information Industry Innovation and Development Conference (hereinafter referred to as the "Optoelectronic Industry Conference") that has just ended in Wuhan Optics Valley, Huagong Technology (000988. SZ) a staff member at the booth of Huagong Zhengyuan, a core subsidiary of the connection business, told the Financial Associated Press.

The optoelectronic industry conference is one of the highest specifications and most influential optoelectronic information professional exhibitions in China, and the three major communication operators, Huawei and optical module popular enterprises Huagong Technology and Accelink Technology (002281. SZ), YOFC (601869. SH), Fiberhome Communications (600498. SH) and so on.

At present, 800G is the focus of competition for short-distance high-speed optical modules, and some manufacturers have been developing 1.6T and even 3.2T products, and are actively expanding production to ensure production capacity. At the same time, the downstream telecom market is "cold". In addition, the use of copper cable connection for NVIDIA GB200 is also a hot topic of discussion in the industry.

800G is the focus of competition for short-range and high-speed optical modules

At this optoelectronic industry conference, many manufacturers brought high-speed optical module products to the show. A reporter from the Financial Associated Press (600941. SH) learned that 800G is the current focus of competition for short-range and high-speed optical modules, and its technology and standards are also the focus of the industry, compared with 400G has been widely deployed, and 1.6T technology is not yet mature.

Accelink told the Financial Associated Press reporter that at this stage, most domestic companies are still in the 400G stage, some Internet companies are using 800G solutions, and some top foreign companies will use 1.6T, which is currently in the stage of sample verification. "The next step will be to optimize the stability and data transmission capacity of 1.6T to achieve large-scale production as soon as possible."

At the same time, the reporter of the Financial Associated Press learned that Huagong Zhengyuan 800G and 1.6T optical modules have made a breakthrough in samples.

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