Zhong Guo Jing Ying Bao·2025-10-02 08:31Core Insights - The rapid growth of AI applications, such as large model training and smart driving, is driving the demand for ultra-high bandwidth, low latency, and high reliability in network transmission solutions, leading to the emergence of "all-optical capacity" as a core infrastructure for the digital economy [1][2][3] Industry Trends - The demand for computing power is expected to grow significantly, with China's intelligent computing power projected to reach 1,037.3 EFLOPS by 2025, a 43% increase, and 2,782 EFLOPS by 2028, with a compound annual growth rate exceeding 40% [2] - The integration of optical technology into the entire computing power chain is essential to overcome traditional network limitations in bandwidth, latency, and reliability [2][3] Company Developments - Major companies like China Unicom and China Mobile are actively enhancing their optical networks to support low-latency computing, with initiatives such as the "AINet" and "Jiuzhou" projects aimed at improving capacity and coverage [4][5] - Huawei is promoting the "Optical Intelligence Integration" concept, focusing on building a millisecond-level capacity foundation through advanced optical network technologies [5] Market Performance - The optical module sector is experiencing significant growth, with companies like Zhongji Xuchuang reporting a 46% year-on-year increase in optical communication module sales, driven by strong demand for high-end products [6] - NewEase achieved remarkable revenue growth of 282.64% year-on-year in the first half of 2025, indicating a robust market for optical modules [7]