Domestically produced optical modules have achieved a step-by-step breakthrough from low-speed to high-speed. Currently, the localization rate of 2. 5G/10G low-speed optical chips has reached 90% and 60% respectively, while technological breakthroughs in the high-speed field are. Various regions are promoting collaborative research and development of high-end optical chips between industry, academia, and research institutions. The domestic industrial chain is gradually addressing its shortcomings, with the localization rate of medium- and low-speed optical chips below 10G. Data centers will keep dominating optical module demand as AI and cloud drive revenue growth through 2030. With global R&D projected to. The optical module and data center interconnect (DCI) market is experiencing significant expansion, driven by the escalating demand for high-bandwidth connectivity, cloud computing, 5G networks, and data-intensive applications. The market, projected to reach $14. 4 billion by 2034, expanding at a compound annual growth rate (CAGR) of 11.
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