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LightCounting: The demand for 400G/800G optical modules exceeds the supply by twice

The “hegemony” competition in artificial intelligence is unfolding in full swing. Since July 2023, the market research institution LightCounting has revised the sales forecast for Ethernet optical modules upward every three months. The latest report shows that Ethernet optical modules …

China Mobile’s Li Yunbo: Intelligent optical networks will build a solid foundation for intelligent computing centers

Recently, the sixth online forum of the “2024 China High-Quality Development Forum” – the “Intelligent Optical Network Technology Session” was successfully held. The forum invited many heavyweight guests from the industry and academia to conduct in-depth discussions on the architecture …

China Mobile’s Li Yunbo: Build a new type of all-optical network based on OXC and implement AI applications in stages

Facing the computing power network, new demands have been put forward for the optical transmission network in terms of architecture, bandwidth, latency, etc. The optical network needs to be transformed and upgraded to build an optical base that carries computing …

China Mobile’s Wang Dong: 400G initiates the next cycle of the backbone network and drives optical communication into the broadband spectrum era

At the 2024 China Optical Network Symposium held recently, Wang Dong, the chief researcher of China Mobile Research Institute, introduced that in response to the higher requirements of the optical transmission network in terms of ultra-large bandwidth, ultra-long distance, and …

China Telecom’s Huo Xiaoli: Leading the innovation of optical networks and promoting the construction of 800G/400G multi-rate hybrid transmission step by step

Recently, China Telecom Group Corporation organized its research institute and jointly with partners such as Huawei, ZTE, FiberHome and Shanghai Nokia Bell, successfully completed the single-wave 800G/400G live network hybrid rate transmission system test on the existing network between Nanjing …

Top 10 Global Optical Modules in 2023: Chinese Manufacturers Ranked First for the First Time, with a Total of 7 on the List

Recently, LightCounting, a market research institution in the optical communication industry, released the latest version of the 2023 global optical module TOP10 list.

LightCounting stated that the above chart shows the changes in the TOP10 list of optical module suppliers …

YOLE: In 2024, the datacom optical module market will increase by 45% year-on-year

Recently, market research institution YOLE Group pointed out in its latest market report that in the datacom segment in 2024, the AI-driven optical module market will witness a year-on-year growth of 45%.

 

At the beginning of 2023, the outlook …

Dell’Oro Report: The optical transmission equipment market will show a downward trend throughout 2024

The latest report from market research firm Dell’Oro Group shows that the global optical transmission equipment market declined by 13% year-on-year in the first quarter of 2024. Currently, Dell’Oro Group expects the market to show a downward trend throughout 2024. …

The requirements of the AI data center network architecture: 400/800G optical modules

With the continuous development of AI technology and related applications, the importance of large models, big data and AI computing power in the development of AI is increasingly prominent. Large models and data sets constitute the software foundation of AI …