Industry News
A certain technology: AI application stimulates new demand for 800G and opens up new track for optoelectronic technology
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Author : JIUZHOU
Update time : 2023-09-08 13:59:23
A certain technology has taken the lead in the AI application 400G/800G optical module market. The company has fully expanded its production for 400G/800G optical modules. By communicating with AI customer needs, we ensure a stable supply of core chip materials. Successfully built a complete 400G/800G production line.
In 2023, data center cloud computing will still maintain rapid development. There is no essential change in data communications market demand. Because Internet applications such as global e-commerce, social networking, and video continue to flourish. These will inevitably require massive optoelectronic devices and powerful communication infrastructure.
Optical demand remains, and the inventory management cycle is a rational adjustment to market development. 400G has some adjustments compared to last year. In addition, AI is part of data center applications and has become the biggest bright spot in the market this year.
The wide application of AI technology and the advent of the Internet of Everything era. This has led to explosive growth in the scale of data centers. Further promote the rapid development of data center construction.
400G and 800G coherent modules will become the best solution for large-scale data interaction. Meet various application scenarios for next-generation data centers, metropolitan area networks, and edge computing.
A vice president of a company believes it. AI is a new driving force in the optical communications market. Compared with traditional digital communication applications, the requirements for high-speed optical interconnection products are more urgent. Its iteration cycle is shorter, and changes bring opportunities.
This is a good thing for the optical communication industry supply chain. At present, the industry is supplying key materials and components for the delivery of 800G high-speed optical modules.
A certain technology has taken the lead in the AI application 400G/800G optical module market. The company has fully expanded production for 400G/800G optical modules.
Communicate with AI customer needs. This ensures a stable supply of core chip materials. Successfully built a complete 400G/800G production line.
The vice president of a certain company thinks. Enterprises can produce 1.6T optical modules in a pluggable way.
Pluggable modules still have leading product competitiveness in the 1.6T era. Secondly, in the next generation 3.2T era. It is possible to apply CPO in areas such as AI computing AIGC.
The client expects to realize batch import of 1.6T optical modules in 2025. A certain technology is a leader in the optical module industry.
It has sufficient layout and technical reserves in both traditional and new optical module technologies. Provide more cost-effective product solutions according to customer needs. Technical reserves include silicon photonics, CPO, LPO, advanced packaging, etc.
In the context of the Internet of Everything. Optoelectronic technology has entered a new stage of development. A company vice president said. outside the optical communications market.
The vice president of a company hopes to use the accumulated core photoelectric technology for a new main business. Especially the automotive optoelectronics market.
Optoelectronic technology enables the achievement of different functions in many parts of a car.
We use optoelectronic tech in sensors, auto driving, human-computer interaction, smart cockpit, and optical interconnection in vehicles. Relevant standards have been published.
In addition, the technology company will also explore new compound semiconductors. For example, silicon nitride, gallium nitride and other compound semiconductor materials. Using it in power devices can lower data center energy use by 3-4%, which is important for data center energy consumers.
In 2023, data center cloud computing will still maintain rapid development. There is no essential change in data communications market demand. Because Internet applications such as global e-commerce, social networking, and video continue to flourish. These will inevitably require massive optoelectronic devices and powerful communication infrastructure.
Optical demand remains, and the inventory management cycle is a rational adjustment to market development. 400G has some adjustments compared to last year. In addition, AI is part of data center applications and has become the biggest bright spot in the market this year.
The wide application of AI technology and the advent of the Internet of Everything era. This has led to explosive growth in the scale of data centers. Further promote the rapid development of data center construction.
400G and 800G coherent modules will become the best solution for large-scale data interaction. Meet various application scenarios for next-generation data centers, metropolitan area networks, and edge computing.
A vice president of a company believes it. AI is a new driving force in the optical communications market. Compared with traditional digital communication applications, the requirements for high-speed optical interconnection products are more urgent. Its iteration cycle is shorter, and changes bring opportunities.
This is a good thing for the optical communication industry supply chain. At present, the industry is supplying key materials and components for the delivery of 800G high-speed optical modules.
A certain technology has taken the lead in the AI application 400G/800G optical module market. The company has fully expanded production for 400G/800G optical modules.
Communicate with AI customer needs. This ensures a stable supply of core chip materials. Successfully built a complete 400G/800G production line.
The vice president of a certain company thinks. Enterprises can produce 1.6T optical modules in a pluggable way.
Pluggable modules still have leading product competitiveness in the 1.6T era. Secondly, in the next generation 3.2T era. It is possible to apply CPO in areas such as AI computing AIGC.
The client expects to realize batch import of 1.6T optical modules in 2025. A certain technology is a leader in the optical module industry.
It has sufficient layout and technical reserves in both traditional and new optical module technologies. Provide more cost-effective product solutions according to customer needs. Technical reserves include silicon photonics, CPO, LPO, advanced packaging, etc.
In the context of the Internet of Everything. Optoelectronic technology has entered a new stage of development. A company vice president said. outside the optical communications market.
The vice president of a company hopes to use the accumulated core photoelectric technology for a new main business. Especially the automotive optoelectronics market.
Optoelectronic technology enables the achievement of different functions in many parts of a car.
We use optoelectronic tech in sensors, auto driving, human-computer interaction, smart cockpit, and optical interconnection in vehicles. Relevant standards have been published.
In addition, the technology company will also explore new compound semiconductors. For example, silicon nitride, gallium nitride and other compound semiconductor materials. Using it in power devices can lower data center energy use by 3-4%, which is important for data center energy consumers.
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