Small devices have a large market. Through research, we find that optical modules have been widely used in fixed network broadband, 4G wireless network, data center, data transmission, security, power and other fields. In the future, optical modules will be further developed in 5g wireless, next generation data center, smart city and smart grid, with broad market prospects.
5g construction drives the demand for optical modules. From the networking characteristics, compared with 4G era, 5g needs more base stations, and a single base station needs more high-speed optical modules; In the long run, after the completion of 5g construction, based on a large number of new applications, including VR / AR, ultra clear video, Internet of things, Internet of vehicles, AI, cloud computing, etc., will drive the continuous and rapid growth of network traffic. As the core device of carrying network traffic, the demand of optical module will continue to be pulled. Secondly, the construction of big data center also drives the demand of optical module. A sudden epidemic has heated the cloud office, online education, cloud games, cloud education and other industries. The rapid growth of data flow makes the construction of big data center hot. The optical module market will usher in a new round of high-speed development.
At present, 5g has become the leader of "new infrastructure". The industry estimates that in terms of "new infrastructure", the total investment scale of existing PPP projects is about 17.6 trillion yuan, and the development space of "new infrastructure" is huge. Among them, the total scale of 5g infrastructure will be about 2 trillion-2.5 trillion in 2025, and the accumulated investment scale may exceed 3.5 trillion. With the comprehensive support of policy and economy, 5g network and new generation information technology will develop rapidly.
