Industry Overview - The global optical module market is expected to exceed $37 billion by 2029 according to LightCounting [1] - The demand for 800G optical modules is projected to peak in 2025, with global shipments reaching 18-19.9 million units, doubling year-on-year [2] - The 1.6T optical module is anticipated to enter commercial use in 2025, with expected demand of 2.5-3.5 million units [2] Company Insights - Cambridge Technology (06166): The company is focusing on high-speed optical modules, with significant contributions from its 400G/800G/1.6T product lines. It has completed the development of its full series of 800G optical modules and is preparing for the production of 1.6T samples [3] - Hui Ju Technology (01729): The company is positioned well in the MPO optical communication and AI server sectors, with strong demand for its MPO products. Its fiber optic revenue is expected to grow significantly, with a year-on-year increase of 43% and 35% for 2024 and 2025 H1 respectively [3] - Yangtze Optical Fibre and Cable (06869): The company is diversifying its product offerings, focusing on high-value products like multimode and hollow-core fibers. It is also expanding its overseas business, with 80% of its placement funds allocated for this purpose [4] - FIT HON TENG (06088): The company is advancing AI server projects and is expected to benefit from the growing demand for new power supply and liquid cooling solutions in AI server platforms [4]
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