Huatai Securities: LED module equipment may face increased prices and reach a turning point in demand.

Huatai Securities' research report indicates that the continuous growth in AI computing power demand is driving the rapid expansion of high-speed optical modules. At the same time, the upgrading of 1.6T/3.2T high-speed rates and continuous technological iterations such as CPO are pushing the complexity and performance requirements of optical module packaging to new levels, leading to an upward trend in both quantity and price in the upstream equipment industry. The optical module equipment market is approaching a turning point in accelerating growth, and is optimistic about the development of companies in the industry chain.