CITIC Construction Investment: 800G Optical Modules Expected to Maintain Rapid Demand Growth Through 2026
4 day ago / Read about 0 minute
Author:小编   

According to a research report released by CITIC Construction Investment, the swift advancements in GPUs and ASICs have substantially boosted the need for enhanced computing power and faster data transmission. In AI-driven data centers, there is a growing preference among customers for high-bandwidth networking hardware. This is because higher bandwidth translates to lower transmission costs per bit, minimized energy consumption, and more compact hardware designs. The swift expansion of the 800G optical module market already underscores the pressing need for increased bandwidth in AI applications. Looking ahead, it is anticipated that by 2026, the demand for 800G optical modules will sustain its rapid growth trajectory. Concurrently, there will be a notable surge in the shipment volumes of 1.6T optical modules, and R&D efforts for 3.2T optical modules will also be underway.