According to the latest research report, the proportion of using optical modules will exceed market expectations. The market generally believes that the optical module market has not yet entered a large-scale period, so the revenue expectations for this market are still unclear.

　　A few days ago, Guotai Junan Securities estimated that between 2020 and 2022, the module revenue of Accelink Technology in the data center will reach 5 million yuan, 80 million yuan, and 400 million yuan respectively, basically showing a rapid growth of double-digit multiples. The reason is that the market has underestimated the power of data centers to enter copper and retreat.

　　The domestic IDC optical entry and copper retreat has already begun: the initial investment cost of optical fiber wiring is twice that of copper wire, and the market believes that the domestic IDC optical entry and copper retreat is insufficient, but Guotai Junan believes that the domestic IDC optical entry and copper retreat will develop rapidly. Reason: cost It is the core driving force of IDC's optical entry and copper retreat. An IDC with 500 ports uses fiber optic wiring. The annual comprehensive cost is only 76% of copper wiring, and the rate scalability, stability, and energy consumption of optical fiber are significantly better than copper wire. According to CIR, the optical fiber in the IDC in the United States has already occupied half of the country, and only 5% in China, so the space is huge.

　　At present, Western companies are leading in the core optical chip technology of IDC optical modules. According to this, the market believes that Chinese manufacturers lack competitiveness. However, domestic manufacturers are increasingly capable of self-research in 10G/40G optical chips, and continue to erode the share of foreign manufacturers. , Some optical chip manufacturers are expected to become the preferred suppliers of IDC service providers at home and abroad.