According to a research report by CICC, the 27th China International Optoelectronic Exposition (CIOE) continued to attract significant attention, featuring over 4,000 exhibitors and drawing nearly 190,000 visitors, which represents a substantial 32% increase compared to the previous year. The exhibition's focus has shifted towards "Securing Orders" and "Securing Materials," reflecting a heightened sense of certainty regarding demand, particularly for the year 2027. The research indicates that certain high-speed optical chip companies have already secured orders extending until 2028 and even further into the future. Moreover, the visibility of optical module orders is projected to stretch beyond 2027. Leading manufacturers in the optical module sector are proactively securing essential materials, including DSPs, mSAP PCBs, and high-speed optical chips. It is anticipated that the subsequent differences in delivery timelines will hinge on the availability of key materials, production yield rates, and customer certifications. Notably, DSPs with advanced processing capabilities are expected to emerge as the most sought-after components in the industry.
