Zhong Guo Zheng Quan Bao·2025-09-15 20:24Core Insights - The demand for AI computing power is rapidly increasing, driving the evolution of core components and packaging technologies in the optical communication industry [1] - The integration of AI and optical communication technologies is a focal point at the 26th China International Optoelectronic Expo, with companies actively responding to advancements in optical modules and Co-Packaged Optics (CPO) technology [1][2] Industry Trends - Major companies in the optical communication sector showcased their innovations at the expo, including products from Guangxun Technology and Luxshare Technology, focusing on CPO and 1.6T optical modules [2] - The global optical module market is expected to experience a structural explosion, reaching a market size of $12.1 billion by 2025, driven by AI computing clusters and supercomputing centers [3] Company Performance - NewEase achieved a revenue of 10.437 billion yuan in the first half of the year, a year-on-year increase of 282.64%, with net profit rising by 355.68% [4] - Zhongji Xuchuang reported a revenue of 14.789 billion yuan, up 36.95% year-on-year, with a net profit increase of 69.40%, driven by the demand for 800G and 1.6T products [4] - Tianfu Communication's revenue reached 2.456 billion yuan, a 57.84% increase year-on-year, with net profit growing by 37.46% [4] Technological Developments - Nazhen Technology reported a 124% year-on-year revenue growth, reaching 4.216 billion yuan, with optical module revenue accounting for 77.9% of total revenue [5] - The industry is witnessing a shift towards higher integration and miniaturization in optical interconnects, with CPO technology expected to penetrate over 20% of AI data centers by 2026 [3] Capacity Challenges - The industry is transitioning from a demand-focused phase to addressing challenges related to timely delivery and production capacity [6] - Companies are facing tight supply of key raw materials, which is impacting inventory management [7] - Guangxun Technology plans to raise up to 3.5 billion yuan for the production of optical connection and high-speed optical transmission products, indicating ongoing investment in capacity expansion [7]