B · Normal
[High-speed optical module assembly orders are scheduled to the end of 2027, and the value of a piece of glass has increased by more than 60 times] On October 19th, in an optical components company in Nanchang, Jiangxi, a seemingly inconspicuous piece of small glass is entering the high-speed optical communication market as the demand for AI computing power grows. From 2.5G PON filters in optical fiber to the home to 1.6T optical module products, after 11 years of development, the value has increased from a dime to more than 60 times. With the rapid construction of large-scale AI models and computing power centers, 5-nanometer and 10-nanometer high-precision coating products have ushered in a broad market. Today, the company's traditional imaging and optical communication business ratio has been optimized from 8:2 to 5:5. In the first half of this year, the communication optics business revenue increased by 118.25%, and last year's full profit was almost completed half a year ahead of schedule. Their orders for high-speed optical module components have been scheduled until the end of 2027. (CCTV Finance)
Optical communication 🕐 2026-10-19 23:13

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