According to the CITIC Securities Research Report, OCS is a switching device that directly establishes a physical optical path between optical fiber ports without going through the electric domain. It is mainly used in scale-up/out/across power exchange scenarios in AI clusters. It has the triple advantages of low power consumption, transparent protocol, and reconfigurable topology. Cignal AI predicts that the global OCS market may exceed 8 billion US dollars in 2030, corresponding to a compound growth rate of over 30% from 2026 to 2030. We believe that with the upgrade of Google's cluster network architecture and the acceleration of the introduction of new customers, global OCS market demand is expected to increase dramatically. At present, domestic manufacturers already have multiple supply capabilities such as optical layers, and the share growth trend is clear.

According to the CITIC Securities Research Report, OCS is a switching device that directly establishes a physical optical path between optical fiber ports without going through the electric domain. It is mainly used in scale-up/out/across power exchange scenarios in AI clusters. It has the triple advantages of low power consumption, transparent protocol, and reconfigurable topology. Cignal AI predicts that the global OCS market may exceed 8 billion US dollars in 2030, corresponding to a compound growth rate of over 30% from 2026 to 2030. We believe that with the upgrade of Google's cluster network architecture and the acceleration of the introduction of new customers, global OCS market demand is expected to increase dramatically. At present, domestic manufacturers already have multiple supply capabilities such as optical layers, and the share growth trend is clear.