AI major customers put forward demand for 1.6T optical modules. The agency said that the prosperity of high-speed optical modules is still improving.

Major AI customers have clearly put forward the demand for 1.6T (optical module) to meet the future demand for GPUs with larger bandwidth and higher computing power. It is estimated that the progress of 1.6T in 2024 will mainly be testing, certification and small batch demand. The real scale-up will begin in 2025. At the same time, it is expected that 800G will still show continued demand in 2025.

In recent years, in the field of optical communications, 1.6T optical module products have become the focus of much attention in the market due to their excellent performance and wide range of applications. The data transmission rate of the 1.6T optical module is as high as 1.6 trillion bits per second, which represents very advanced optical communication technology and high bandwidth requirements. 1.6T optical modules are expected to be shipped in small batches in the second half of 2024, and the upgrade cycle will be shortened, which is expected to be about a year ahead of schedule. NVIDIA, Google and Amazon may be the main demand customers for 1.6T optical modules. In the 1.6T era, compared to copper cables, optical modules are the main solution. Single-mode optical modules are the main solution. In single-mode optical modules, both silicon light and thin film lithium niobate have the opportunity to make breakthroughs. Overseas cloud vendors have high expectations for the development of AI business. The industry prosperity of high-speed optical modules is still improving, and it is expected that OSFP-XD may become the mainstream packaging solution for 1.6T optical modules.