800G Optical Module Market Growing Demand and Trends
Time:2023-08-18
Views:1476
Zhongji InnoLight disclosed in a recent investor research activity that the company has already received clear guidance and confirmation of the share of 800G demand from key customers next year. Compared with this year‘s demand, the increase is several times, and it is indeed necessary to quickly increase production capacity. The company has started to expand production capacity in the second quarter of this year, and the production capacity will increase every quarter thereafter. It is expected that the expansion will continue until the first half of next year, and domestic and overseas factories will proceed simultaneously. If the customer‘s 800G demand target is further improved next year, the company still has sufficient room for capacity expansion.
At present, the mainstream technology solutions adopted by 800G customers are still pluggable traditional solutions (EML+DSP or silicon photonics+DSP). CPO is still too early for 800G. Most customers still choose the traditional solution mentioned above.
In addition, major AI customers have clearly put forward the demand for 1.6T to meet the future needs of GPUs with larger bandwidth and higher computing power. expected
At present, the mainstream technology solutions adopted by 800G customers are still pluggable traditional solutions (EML+DSP or silicon photonics+DSP). CPO is still too early for 800G. Most customers still choose the traditional solution mentioned above.
Zhong Xu Chuang said that it can be seen that the demand for GPUs in the entire AI market continues, and the demand for supporting 800G optical modules is continuous and stable.
In addition, major AI customers have clearly put forward the demand for 1.6T to meet the future needs of GPUs with larger bandwidth and higher computing power. expected
At the same time, Zhongji InnoLight expects that 800G will still show continuous demand in 2025. The reasons include: some customers‘ AI progress and deployment rhythm are in 2025; the technical iteration of cloud computing data center drives the demand for 800G. In 2024, the traditional cloud data center will still be dominated by 400G demand. It is expected that the scale of 800G data centers will start in 2025. In 2025, the demand for 800G superimposed on 1.6T has become relatively clear.