Core Insights - The recent China International Optoelectronic Exposition in Shenzhen attracted 5,000 exhibitors showcasing cutting-edge products and technologies, injecting new momentum into the optoelectronic industry and its downstream applications [1] - The core focus of the optical industry is the "high-speed optical interconnection" trend in the data communication market, with three recent catalysts enhancing industry optimism [4] Event Description - The 26th China International Optoelectronic Exposition took place from September 10 to 12, 2025, covering over 300,000 square meters and featuring 5,000 exhibitors presenting innovations across the entire value chain from core materials to system solutions [1] Exhibition Highlights - The exhibition featured eight thematic areas, including information communication, precision optics, laser technology, infrared technology, intelligent sensing, optoelectronic innovation, new display technologies, and AR/VR [2] - Key highlights included the display of 400G/800G/1.6T high-speed optical modules and silicon photonic chips in the information communication section, showcasing advancements in data center and high-speed transmission technologies [2] Industry Summit and Discussions - A series of industry conferences were held, focusing on cutting-edge technologies such as communication, optics, lasers, infrared, and quantum technologies, as well as applications in automotive, robotics, AR/VR, and consumer electronics [3] - Forums like the Advanced Photonic Technology Forum and IEEE OGC2025 Light Innovation and Entrepreneurship Forum facilitated discussions on technology routes and market trends, promoting cross-sector collaboration [3] Catalysts Enhancing Industry Outlook - The optical industry is experiencing a clear growth logic, supported by three catalysts: 1. Oracle's revenue reached $3.3 billion, up 55% year-on-year, with a backlog of $455 billion, up 359% [4] 2. North America's top four cloud providers' capital expenditures totaled $95.8 billion in Q2 2025, a 64% increase year-on-year, indicating strong infrastructure investment driven by AI [4] 3. Nvidia's long-term forecast suggests global AI infrastructure spending could reach $3-4 trillion by 2030, providing a positive growth outlook for optical communication [4] Investment Recommendations - Companies to watch include: - CPO: New Yisheng, Zhongji Xuchuang, Tianfu Communication, Cambridge Technology, Huagong Technology [5] - Optical Chips: Shijia Photon, Guangxun Technology, Yuanjie Technology [5] - IoT Modules: Yiyuan Communication, Guanghetong, Meige Intelligent [5] - Optical Fiber and Cables: Changfei Fiber (601869), Hualing Cable (001208), Yongding Co. (600105) [5]