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On April 22, a research report from Huatai Securities highlighted that, propelled by the swiftly rising demand for 800G and 1.6T optical modules, along with the looming advent of the 3.2T era, the upstream core materials of optical modules are poised to seize development opportunities. Notably, InP substrates, serving as the pivotal raw material in the upstream sector of optical chips, are facing a supply shortage due to the sudden spike in demand from optical chip manufacturers. Additionally, thin-film lithium niobate modulators, boasting benefits like low power consumption and high bandwidth, are anticipated to step into a prime introduction window for 3.2T pluggable solutions, presenting vast growth potential for the entire industrial chain.
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