The industry is running at a high level and photovoltaic module enterprises are busy expanding production.

The company is still in the process of expanding its production capacity, with customers already providing demand guidance up to 2026 to 2027, and some key customers planning for demand in 2028. The person in charge of A-share optical module leader Zhongjixuchuang recently released this good news to investors during a conference call. Recently, Hu Haiyang, chairman of the board of directors of optical chip testing equipment manufacturer Lianxun Instrument, mentioned the driving force behind industry growth in an interview with reporters: "The current wave of the optical communication industry is driven by AI, and the industry is still in the ascending phase of the growth cycle." With the intensive release of first-quarter results in 2026, companies in the optical communication industry chain, with optical modules as their main focus, have shown a significant increase in performance. According to interviews with relevant listed companies, the industry chain from high-speed optical modules to core optical chips is experiencing a hot trend of strong demand: the continuous increase in production of 800G and 1.6T high-speed optical modules has driven various technological routes of optical chips to benefit. Industry insiders predict that the industry's prosperity will continue to operate at a high level, and companies in the optical communication industry chain, with optical modules as their main focus, will continue to be in a growth channel of "long slope and thick snow" in the next few years.