通信行业周报:交付-光模块下一步看什么?

国盛证券
Sep 14

当前光模块行业正处在前所未有的高速发展期。随着AI 算力需求爆发式增长,全球数据中心加速升级扩容,800G 光模块已大规模部署,1.6T 光模块也开始进入市场,行业面临的挑战已经从“需求在哪里”转变为“如何按时交付”,我们需要从交付能力出发重新评估公司的竞争力。【需求不是问题:AI 数据中心扩张带来光模块需求】算力需求爆发:AI 规模化应用促使全球算力需求呈现指数级增长,IDC 数据显示,2024...

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