Xuan Gu Bao·2025-12-08 02:43Core Insights - The optical communication sector has seen a significant surge, with industry leaders like Zhongji Xuchuang and Tianfu Communication reaching historical highs, and several companies experiencing limit-up trading [1] - Major US companies such as Lumentum and Coherent have also reached historical highs, indicating a strong market trend towards optical connectivity [3] Group 1: Market Performance - On December 8, the optical communication sector collectively surged, with key players like Zhongji Xuchuang and Tianfu Communication hitting record highs [1] - Companies such as Huilv Ecology and Wantong Development also experienced limit-up trading, reflecting strong investor interest [1] Group 2: Industry Developments - Lumentum and Coherent reached historical highs on December 5, with LightCounting forecasting a continued shortage of EML and CW laser chips until the end of 2026 [3] - Marvell announced a $3.25 billion acquisition of Celestial AI to enhance its position in the optical connectivity market [3] Group 3: Supply Chain Insights - Optical isolators, crucial components in optical modules, are facing supply constraints due to a global shortage of Faraday rotator materials, which are monopolized by a few manufacturers in the US and Japan [4] - The demand for high-speed optical modules is surging, leading to a significant mismatch between supply and demand for isolators, which are expected to remain in short supply [4] Group 4: Future Projections - The demand for optical chips is projected to grow significantly, with LightCounting estimating a CAGR of 17% for the optical communication chip market from 2025 to 2030, increasing total sales from approximately $3.5 billion in 2024 to over $11 billion by 2030 [5] - Lumentum reported a 25%-30% supply gap in optical chips, with prices expected to rise by 2026 [5]