As a result, the industry has developed extremely high barriers to entry. In comparison, although many companies have strong packaging and assembly capabilities for optical modules, they still heavily rely on imported products for core optical chips. In many ways, optical chips represent the most important technological barrier in the optical module industry. Optical modules mainly consist of: Among these components, the optical chip is responsible for the: The performance of optical chips directly affects: In advanced high-speed optical. Some common ones include: ports not coming up, link flapping, a high number of CRC errors, packet loss, optical modules burning out, optical modules going down during operation, packet loss occurring during operation, and so on. State-owned optical module manufacturers have improved their R&D. Supply and demand: Exploding demand for AI computing power is driving data center expansion, and 800G/1. 6T optical modules are in short supply. Cloud vendors are seeing a significant increase in capital expenditures.
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