A research report released by Galaxy Securities indicates that the burgeoning demand for training and inference in AI large models is propelling significant growth within the optical module market. Major cloud service providers, such as Google, are increasingly adopting all-optical network architectures. It is anticipated that the global shipment share of high-speed optical transceiver modules operating at speeds above 800G will surge from 19.5% in 2024 to over 60% by 2026. Given that the production of traditional EML optical chips is predominantly based overseas and is constrained by the limited availability of indium phosphide materials, a substantial supply gap is projected to emerge by 2026. This gap is expected to be predominantly addressed by silicon photonics solutions. Specifically, it is projected that silicon photonics will account for over 50% of the market share in 800G optical modules and will reach between 70% and 80% in 1.6T optical modules by 2026. Furthermore, shortages in upstream materials such as Faraday rotators and high-end continuous-wave (CW) light sources underscore the strategic importance of silicon photonics technology in mitigating supply chain pressures and promoting greater integration.