分类： 光模块

光模块（Optical Module）是数据中心与通信网络的核心部件，负责光电信号转换，支撑AI算力、云计算等高速数据传输。当前主流800G/1.6T产品需求爆发，但产能受上游EML芯片和旋光片等供应链瓶颈制约，硅光（SiPh）技术因高集成、低功耗优势加速渗透。全球市场由旭创、新易盛等头部厂商主导，未来竞争聚焦供应链管理与技术迭代。An optical module is a critical component in data centers and communication networks, enabling electro-optical signal conversion for high-speed data transmission in AI computing and cloud services. The market is driven by 800G/1.6T products, yet supply chain bottlenecks (e.g., EML chips, Faraday rotators) constrain capacity. Silicon Photonics (SiPh) is gaining traction for its integration and efficiency. Leading players like Innolight and Eoptolink dominate, with future competition hinging on supply chain resilience and technological innovation.