Group 1: Industry Overview - The optical communication industry utilizes light waves for information transmission, with optical fibers as the medium, offering high speed, large capacity, and strong anti-interference capabilities [4][5] - Optical modules are core components of optical communication systems, facilitating the conversion of optical and electrical signals [4][5] - The demand for high-speed optical modules is driven by the rapid development of AI and the need for high-performance computing, leading to a significant reduction in the iteration cycle of optical modules from approximately 3-4 years to around 2 years since 2023 [5][6] Group 2: Market Trends - Data centers have become the primary application scenario for optical modules, accounting for over 60% of the total market [5] - The market for optical modules is expected to see a shift towards silicon photonics technology, with its market share projected to grow from 30% in 2025 to 60% by 2030 [5][6] - The global optical communication testing instrument market is anticipated to reach $950 million by 2024 and $1.33 billion by 2026, driven by the increasing demand for data communication [7][10] Group 3: Testing Instruments - Optical communication testing instruments play a crucial role in ensuring the reliability and performance of optical modules, which are subject to strict testing standards set by industry associations [6] - The testing process for optical modules includes various tests for both the transmitting and receiving ends, utilizing instruments such as sampling oscilloscopes, error analyzers, and wavelength meters [6] - As data transmission requirements continue to rise, the testing projects for optical modules are becoming more diverse and demanding, presenting both challenges and opportunities for the optical communication testing instrument industry [6][7] Group 4: Future Projections - The Chinese optical communication testing instrument market is projected to reach 3.3 billion yuan by 2024 and 6.59 billion yuan by 2029, reflecting sustained growth driven by demand from the optical module market [10][11] - The global optical communication testing instrument market is expected to expand significantly, with a forecasted market size of $1.33 billion by 2026 [7][9]