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The burgeoning demand for AI-driven computational power is fueling a rapid acceleration in the deployment of high-speed optical modules. The transition to 1.6T/3.2T speeds and the continuous evolution of Co-Packaged Optics (CPO) technology have significantly heightened the complexity of optical module packaging and performance benchmarks. This, in turn, is propelling the upstream equipment sector into a period marked by concurrent growth in both volume and pricing. Huatai Securities forecasts that between 2026 and 2028, the proliferation of 800G/1.6T optical modules will propel market capacity to RMB 33.2 billion, RMB 52.5 billion, and RMB 64 billion, respectively. The optical module equipment market is thus on the cusp of a transformative growth phase, offering promising opportunities for enterprises across the industrial chain.
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