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光模块数据更新:需求量、出货量、主要客户及供应商
傅里叶的猫· 2025-08-17 14:11
Demand Forecast - The global demand forecast for 400G, 800G, and 1.6T optical transceivers indicates a significant shift towards higher capacity modules, with total demand expected to reach 37,500 kUnits by 2025, driven primarily by 800G and 1.6T modules [1] - In 2025, the demand for 400G is projected at 15,000 kUnits, while 800G demand is expected to be 20,000 kUnits, and 1.6T demand at 2,500 kUnits [1] - By 2026, the demand for 800G is anticipated to surge to 45,000 kUnits, while 400G demand will drop to 6,000 kUnits, indicating a clear transition in market preference [1] - The trend shows that by 2027, 400G demand will significantly decline, while 800G demand stabilizes and 1.6T demand continues to grow [1] Major Clients and Suppliers - Major clients such as Amazon, Google, Meta, Microsoft, Nvidia, Oracle, and Cisco primarily source their optical transceivers from suppliers like 中际旭创 and 新易盛, with increasing proportions from AAOI and Fabrinet [2] - 中际旭创 is a key supplier for multiple major clients, indicating its strong position in the market [2] Newyi's Shipment Statistics - Newyi's projected shipments for 2025 include 4,500 kUnits of 400G, 4,000 kUnits of 800G, and 550 kUnits of 1.6T [2] - By 2026, Newyi's 800G shipments are expected to rise significantly to 10,000 kUnits, while 1.6T shipments will reach 1,760 kUnits [2] - The trend continues into 2027, with Newyi expected to ship 13,000 kUnits of 800G and 3,960 kUnits of 1.6T [2] Tianfu's Shipment Statistics - Tianfu's projected shipments for 2024 include 650 kUnits of 800G and 10 kUnits of 1.6T, with expectations for 2025 to reach 300 kUnits of 800G and 800 kUnits of 1.6T [3] - By 2026, Tianfu anticipates shipping 600 kUnits of 800G and 1,200 kUnits of 1.6T, maintaining a steady growth trajectory [3] Additional Information - More detailed data regarding the demand distribution for 800G and 1.6T, as well as financial data for the mentioned companies, is available for discussion in dedicated forums [3]