铭普光磁：数通光模块市场迎来新一轮行业高景气周期

Core Viewpoint - The optical communication module market is entering a new high prosperity period driven by the growth of cloud computing traffic and the AI wave initiated by ChatGPT, which catalyzes the construction of computing power infrastructure [1] Industry Summary - The traditional optical communication module market is experiencing significant growth due to increased demand from cloud computing and AI technologies [1] - The rapid iteration of products is a notable characteristic in the optical communication field, with the time taken for product upgrades decreasing significantly: 5 years from 10G to 40G, 4 years from 40G to 100G, and only 3 years from 100G to 400G [1] - New product prices are declining year by year, making cost leadership a critical success factor in the industry [1] Company Summary - Mingpu Optoelectronics (铭普光磁) is positioned to take advantage of a "window period" for a potential leapfrog in the market due to the rapid technological advancements and market dynamics [1]