With the continuous construction of 5G around the world, countries are accelerating the layout of 5G infrastructure. In response to the increasing demand for high-speed transmission in data centers, optical communication module factories are accelerating the development and production of the next generation of 400G products. The supply chain noted that 400G products have been shipped in small quantities since the second quarter of this year, and shipments in the second half of the year are expected to increase further, and there will be an opportunity to gradually replace 100G products next year.
The optical communication industry chain is divided into front, middle and back transmission. The optical communication module factory pointed out that despite the impact of the epidemic in the first half of the year, the demand for data transmission continued to grow, and manufacturers accelerated the research and development of 200G and 400G products, so that the production capacity was in short supply. This year and next two years, it also planned to add two or one new production capacity in the rear segment.
In terms of data center, 100G products are still mainly shipped, but customer demand is gradually declining, focusing on the development of 200G and 400G products.
Industry analysts, as the demand for data transmission increases, the first 400G module shipments in the second half of the year will gradually increase the volume, the fastest second half or early next year, the overall shipment will exceed 100G products, and in the next year 400G products manufacturers are also expected to gradually increase the volume.
To observe the optical transceiver module, along with the network transmission speed change, all the way from 10m and 100m and 1G, 10G, 40G to 100G, 200/400G in the future, as the transmission speed, have the opportunity to appear 800G, even 1T specifications, the short-term still limited 400G technology, cost considerations, but the supply chain, according to the client authentication smoothly finished earlier this year, therefore started a small season 2 shipments.
