中际旭创、新易盛、网传Oracle主供商现身光博会，1.6T样品集中亮相

Core Viewpoint - The 26th China International Optoelectronic Expo showcases the growing interest and advancements in optical modules, particularly driven by AI computing demands, with significant participation from various industry players [1][6][15]. Group 1: Industry Trends - The expo highlighted the rapid deployment of 800G optical modules and the maturation of 1.6T products, with some leading manufacturers already beginning shipments of 1.6T samples [7][10]. - The optical communication sector is closely monitoring the evolution of AI infrastructure, with discussions around Scale-out and Scale-up architectures for AI computing clusters [13][14]. - The demand for optical modules is expected to increase significantly, with projections indicating that 800G modules will be essential for future data center architectures [15][18]. Group 2: Company Participation - Numerous listed companies participated in the expo, including NewEase, Guangxun Technology, and others, showcasing their latest optical products and technologies [2][4]. - Companies like Endatong, a key supplier for Oracle, attracted attention due to their significant cloud computing orders and market presence [1][11]. - The participation of major firms indicates a strong focus on international markets, with many companies prioritizing overseas sales due to better pricing and demand compared to the domestic market [12]. Group 3: Market Dynamics - The optical module market is experiencing intense competition, leading to concerns about price wars and the sustainability of profit margins [12][19]. - The industry is witnessing a trend towards homogenization, with calls for more rational expansion strategies amidst fears of an AI bubble [6][19]. - The reliance on overseas markets is evident, with companies reporting high percentages of revenue from international sales, highlighting the attractiveness of foreign demand [11][12].