智通财经网·2025-12-25 10:55Core Viewpoint - The demand for optical modules is expected to reach tens of millions by 2026, driven by the continuous increase in computing power requirements, leading to a shift towards automation in production processes [1][2][3] Group 1: Market Demand and Trends - The demand for AI computing servers is continuously being revised upwards, which in turn boosts the demand for optical modules [2] - Google’s Gemini3 and Nvidia’s Rubin architecture are key drivers for increased server shipments and higher bandwidth requirements for optical modules [2] - The optical module is a core component for building efficient computing clusters, essential for the advancement of AI technologies [2] Group 2: Industry Transformation - Historically, the optical module industry has been labor-intensive, but technological upgrades and overseas expansion are driving the need for automation [3] - The transition from 800G to 1.6T optical modules necessitates higher precision in assembly and testing, making automation equipment essential [3] - Companies are increasingly establishing overseas production capacities, particularly in Southeast Asia, to meet North American client demands, further emphasizing the need for automation due to labor quality concerns [3] Group 3: Recommended Companies - Companies with relevant product layouts in the optical module sector are highlighted for investment opportunities, including: - Coupling equipment: Robotech (300757.SZ) - AOI testing equipment: Aotaiwei (688516.SH), Tianzhun Technology (688003.SH), Quick Intelligent (603203.SH) - Attachment equipment: Bozhong Precision (688097.SH) - Automation assembly equipment: Kaige Precision Machinery (301338.SZ) - Fiber Array Unit (FAU): Jieput (688025.SH) [1]