CICC-Jianjian: It is expected that the demand for 800G optical modules in 2026 will continue to maintain a high-speed growth trend, with the shipment scale of 1.6T also expected to increase significantly.

The CITIC Securities research report pointed out that with the rapid upgrade and iteration of GPUs and ASICs, computational power performance continues to improve, and there is also a significant increase in data transfer demand. In AI data centers, more and more customers tend to choose network hardware with larger bandwidth. The larger the bandwidth, the lower the cost, power consumption, and size of unit bit transmission. The high growth of 800G optical modules has reflected the urgent demand for bandwidth in AI. We believe that by 2026, the demand for 800G optical modules is expected to continue to maintain a high-speed growth trend, while the shipment volume of 1.6T will also increase significantly, and the development of 3.2T optical modules has officially begun layout.