光交换机(OCS)

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OCS市场乘AI东风而起,海内外量子计算领域布局加速,看好相关产业链投资机会
Great Wall Securities· 2025-09-22 06:37
Investment Rating - The report maintains a "Buy" rating for multiple companies in the communication sector, including 沪电股份, 美格智能, 中际旭创, 天孚通信, 鸿日达, 中国移动, 工业富联, 中国电信, 新亚电子, and 鼎通科技 [1][2][3] Core Insights - The OCS (Optical Circuit Switch) market is accelerating due to advancements in AI and is expected to see significant growth, with a projected market size increase from $72.78 million in 2020 to $366.47 million by 2024, reflecting a CAGR of 49.80% [2][16][35] - The quantum computing sector is experiencing rapid development, with significant investments from major tech companies, including a commitment of over £31 billion from Microsoft, Nvidia, Google, and OpenAI to enhance AI infrastructure and quantum technology in the UK [3][6][17] - The report highlights the potential for large-scale applications of OCS technology across various fields, driven by the increasing demand for high-speed, low-energy optical switching solutions [2][35] Summary by Sections OCS Market Insights - The OCS technology is positioned as a mainstream direction for next-generation switching technology, showcasing advantages such as high bandwidth capacity and low energy consumption [2][21] - The global OCS switch market is expected to reach $2,022.21 million by 2031, with a CAGR of 17.12% from 2025 to 2031 [16][32] - The report identifies key OCS technology solutions, including MEMS, digital liquid crystal (DLC), and direct beam steering (DBS) [24][27] Quantum Computing Developments - The quantum computing market is projected to grow from $1.1 billion in 2022 to $7.6 billion by 2027, with a CAGR of 48.1% [19][51] - Significant advancements in quantum computing architecture have been achieved, including the development of the AshN instruction set architecture, which enhances operational efficiency and reduces error accumulation [18][37] - The report emphasizes the ongoing acceleration of quantum computing technology and its potential for diverse applications [19][51] Communication Industry Dynamics - The communication sector index increased by 0.52% during the week of September 15-19, 2025, outperforming the broader market [11][12] - Key recommended stocks in the communication sector include 中国移动, 中国电信, and 中际旭创, among others [20][8] - The report notes the competitive landscape in the OCS market, with major players like Google expected to dominate the market share [29][32]