这类芯片，前景看好

Core Viewpoint - The laser chips and detector chips, collectively known as optical chips, are the core components of optical modules, with the global Ethernet optical module market expected to grow rapidly, reaching $18.9 billion by 2026, driven by strong demand from AI infrastructure and advancements in optical interconnect technology [2][5]. Group 1: Optical Chip Market Dynamics - Optical chips are essential for optical modules, primarily used for optical signal conversion and processing, with laser chips categorized into surface-emitting and edge-emitting types [2]. - The global EML laser chip market is projected to reach 3.71 billion yuan in 2024, growing to 7.412 billion yuan by 2030, with a compound annual growth rate (CAGR) of 12.23% [3]. - The demand for silicon photonic modules is increasing due to their high integration, low power consumption, and cost-effectiveness, which is driving the demand for continuous wave (CW) lasers [4]. Group 2: Growth Drivers and Supply Constraints - The global Ethernet optical module market is expected to grow by 35% to $18.9 billion in 2026, with double-digit growth rates anticipated from 2027 to 2030, potentially exceeding $35 billion by 2030 [5]. - AI infrastructure demands are pushing cloud providers to increase GPU purchases and deploy ASIC chips, which will enhance the demand for optical modules [5]. - Major companies like Coherent and Lumentum are expanding their production capacities to meet the growing demand for optical chips, with Coherent's production capacity expected to double within a year [6][7]. Group 3: Company-Specific Developments - Tower's silicon photonic product revenue reached $52 million in Q3 2025, a 70% year-on-year increase, driven by strong demand for 1.6T products [8]. - Sumitomo Electric's communication business saw operating profit triple year-on-year, driven by the expansion of data centers and the demand for high-speed optical components [9]. - Broadcom reported a significant increase in AI-related orders, with a backlog of approximately $73 billion, including $20 billion from networking and optical interconnect products [9].