1.The Market Landscape of Optical Modules in the AI Era
Cloud Vendors Intensify Their Layout of Optical Modules
Global leading cloud service providers such as Google, Amazon, Microsoft, etc. are making large-scale investments in AI infrastructure, and optical modules have become a crucial component of their strategic layout. With the continuous expansion of the scale of data centers and the surging demand for bandwidth in AI training and inference, cloud vendors are relying more and more on optical modules.
High Growth in the Market Demand for Optical Modules
Based on the shipment volume of NVIDIA, it can be predicted that assuming 1.5 million units of H100 and 1.5 million units of A100 are shipped in 2024, the total demand for 200G optical modules is 750,000 units, 400G optical modules is 750,000 units, and 800G optical modules is 6.75 million units. The artificial intelligence market is expected to reach a scale of $4.97 billion. It can be seen that with the widespread application of AI, the demand for computing power has multiplied, driving the high growth of the optical module market.
2.The Competitive Advantages of Mvslink
Technological Innovation: These manufacturers are constantly making breakthroughs in the technologies of high speed, low power consumption and miniaturization of optical modules. By adopting silicon photonics technology and advanced modulation technology, the performance of optical modules has been significantly improved. For example, Huagong Zheng Yuan has applied the PAM4 modulation technology in its newly launched 400G optical module, enabling it to have higher bandwidth efficiency and transmission capability.
Cost Control: Compared with international competitors, domestic manufacturers have significant advantages in cost control. Through large-scale production and optimized supply chain management, domestic manufacturers are able to provide products with more competitive prices. For instance, Zhongji Xuchuang, relying on its strong production capacity and vertically integrated supply chain, can launch high-performance optical modules at a lower cost, further expanding its market share.
3.The Future Development Trends of Optical Modules in the AI Era
Miniaturization: The expansion of data centers and AI clusters has increased the demand for equipment density. Packaging technologies such as QSFP-DD and OSFP support transmission rates from 400G to 800G. They reduce the volume, increase the density, and lower the difficulties of wiring and heat dissipation. In the future, it is necessary to ensure stable performance.
High Speed: The complexity of AI models has led to a significant increase in the demand for data transmission. The transmission rate of optical modules has leaped from 10G and 25G to 400G and 800G, and is expected to reach 1.6Tbps. AI clusters require low latency and high bandwidth, making high-speed optical modules the mainstream. Technologies such as PAM4 and silicon photonics help to increase the speed.
Low Power Consumption: The expansion of data center scale has brought energy consumption pressure, and reducing the power consumption of optical modules has become a key issue in the industry. 800G LPO modules increase the transmission rate and reduce the power consumption. Technologies such as silicon photonics integration can further save energy.
Long Distance: The demand for interconnection between large-scale AI clusters and data centers is growing, and long-distance optical modules are favored. Single-mode fibers are used in scenarios exceeding 10 kilometers. Wavelength Division Multiplexing (WDM) technology expands the bandwidth of optical fibers and supports ultra-long-distance transmission.
Low Cost: Under fierce competition, cost control is the key for manufacturers to seize market share. Large-scale production, application of new materials, and process automation can reduce costs. In the future, manufacturers will optimize technologies, implement standardization, and improve cost performance.
