ICC News 5G and cloud computing data centers enter the beginning of a new cycle at the same time, and new 5G applications will drive explosive growth in data traffic by ten times. As a key component of network construction, optical modules are expected to usher in the generational change of technology and the dual-engine drive of high-speed growth in demand. It is the most beneficial segment of the logic of traffic explosion. The pre-25G pre-transmission, 100G demand recovery and 400G momentum are ready to drive the rapid growth of the industry. In the future, the optical module industry chain will be dominated by Chinese companies, and industry leaders with excellent industry positions and upstream chip capabilities will lead the industry.
With the advent of cloud capital expenditures, the volume of data communication modules in the next two to three years is expected to increase. The industry is generally optimistic about the future of the cloud data center and optical module industry. Human social activities are inseparable from data and traffic. With the improvement of 5G networks, 5G speed-based application technologies such as cloud games, artificial intelligence, Internet of Things, industrial Internet, and autonomous driving will gradually mature and promote rapid traffic growth. The growth of data and traffic will drive the construction of more data centers and the demand for hardware such as switches, servers, and optical modules inside the data center. The replacement needs of optical modules generated by technological iteration considering the rate brought by traffic. Judging from current industry trends, Datacom optical modules iterate every 3 to 5 years. 100G products were promoted globally in 2016, and 400G began to be deployed in volume in 2020. It is expected that 800G will also be used in about 3 years. The future optical module rate will also evolve to 1.6T and 3.2T, and the effect of traffic-driven optical module technology iteration and market growth is obvious.
Advantages of HTF optical modules
1. CWDM&DWDM solution
2. High reliability, stability and consistency of product quality
3. Automatic test platform to achieve product traceability and transparent data management throughout
4. Multiple protocols: Ethernet, Fibre Channel FC, Infiniband, SONET/SDH/OTN, CPRI standards
5. Good compatibility: fully compatible with Huawei, H3C, Cisco, ZTE, Ruijie, Brocade, HP, Juniper, Dell, 3COM, IBM, Alcatel and many other brands of switches, routers, servers, firewall products
