光通信技术正重塑通信行业格局

Core Insights - The 26th China International Optoelectronic Exposition (China Optics Expo) is taking place from September 10 to 12, attracting over 3,800 exhibitors from more than 30 countries and regions, showcasing various sectors including optical communication, precision optics, and AR&VR technologies [1][2]. Industry Trends - Optical communication technology is at the forefront of a new technological revolution, driven by the rapid integration of AI and optical networks, reshaping the communication industry landscape [2]. - Key topics at the expo include innovations in high-speed optical modules of 1.6T and above, with significant interest in applications within AI, AR&VR, and new display technologies [2][6]. Company Developments - Companies like Chengdu New E-Sun Communication Technology Co., Ltd. and Wuxi Dekolight Optoelectronics Technology Co., Ltd. are showcasing their latest products, with New E-Sun reporting smooth progress on its 1.6T products and ongoing research on 3.2T products [2]. - Shenzhen Guangfeng Technology Co., Ltd. launched an underwater laser radar product aimed at addressing industry challenges in underwater perception, indicating a focus on innovative solutions for emerging markets [3]. Technological Innovations - The expo features a strong emphasis on AI applications, with companies like Guangdong Aopt Technology Co., Ltd. discussing the integration of AI in industrial quality inspection [3]. - The AR glasses experience area highlights the potential of AI-driven interactions and the evolution of AR products, with companies like Luxshare Precision and Goertek showcasing advancements in this field [4][5]. Market Outlook - The optical communication sector is experiencing accelerated deployment of 800G optical modules and maturation of 1.6T modules, with a growing demand for high-end optical chips [6]. - The integration of AI with AR/VR and new display technologies is expected to drive innovation and open new consumer market opportunities [6].