CITIC Securities released a research report saying that since 2023, the rapid development of AI artificial intelligence has driven optical module technology updates and iterations. New technologies such as optical chip rate upgrades, silicon light integration, and CPO architectures have jointly driven the iterative upgrading of optical module testing equipment. Combined with the rapid expansion of AI computing power infrastructure, it has driven the “sharp rise in volume and price” of optical module testing equipment. At present, international manufacturers are still relatively leading in the 1.6T high-end market, but domestic companies are catching up at an accelerated pace, and the gap continues to narrow. I am optimistic about the long-term development of the domestic optical module industry and the domestic replacement trend of high-end optical module test equipment.

CITIC Securities released a research report saying that since 2023, the rapid development of AI artificial intelligence has driven optical module technology updates and iterations. New technologies such as optical chip rate upgrades, silicon light integration, and CPO architectures have jointly driven the iterative upgrading of optical module testing equipment. Combined with the rapid expansion of AI computing power infrastructure, it has driven the “sharp rise in volume and price” of optical module testing equipment. At present, international manufacturers are still relatively leading in the 1.6T high-end market, but domestic companies are catching up at an accelerated pace, and the gap continues to narrow. I am optimistic about the long-term development of the domestic optical module industry and the domestic replacement trend of high-end optical module test equipment.