According to a research report from Huatai Securities, the evolution of artificial intelligence (AI) is propelling a swift progression in the iteration of optical modules. Presently, 1.6T optical modules have transitioned into the phase of commercial expansion, whereas next-generation offerings like 3.2T are in the nascent stages of technological readiness, with validation anticipated to commence between 2027 and 2028. Based on LightCounting's most recent projection in March, the global optical module market is poised to sustain a 60% growth rate in 2026, with the market value estimated to reach nearly USD 60 billion by 2031. Automated machinery plays a pivotal role in the large-scale production of optical modules. As cutting-edge technologies such as 3.2T, Co-Packaged Optics (CPO), and silicon photonics are introduced, optical modules are expected to experience growth in both production volume and pricing in the foreseeable future. Amid this market expansion and technological evolution, domestic companies stand to gain significant development opportunities.