As the basic unit of 5G network physical layer, the core component of base station and transmission equipment, the optical module industry has also ushered in a new round of development opportunities.
5G commercial will significantly drive the growth of optical module demand. In the future, nearly 10 million base stations will be built for nationwide 5G coverage, potentially hundreds of millions of high-speed optical modules will be needed. The initial market demand will exceed 30 billion yuan, and the total market space will exceed 10 billion dollars.
From the perspective of the whole 5G optical module market, operators and major equipment manufacturers are actively investing in it. However, the cake is slightly bitter.
