LightCounting：800G光模块带动市场增长

C114通信网2025-06-16

C114讯 6月16日消息（水易）近日，光通信研究机构LightCounting预计，在第一季度市场表现平平后，本季度光模块的销售额将环比增长10%。如下图所示，大部分增长来自800G以太网光模块的贡献。同时，虽然图中未显示首批1.6T的销售数据，但也对第二季度的市场做出贡献。另外，随着亚马逊和Meta向更高速光模块过渡，400G以太网光模块的销售预计将下降。400G和800G有源光缆（AOC）的...

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6月16日消息（水易）近日，光通信研究机构LightCounting预计，在第一季度市场表现平平后，本季度光模块的销售额将环比增长10%。如下图所示，大部分增长来自800G以太网光模块的贡献。同时，虽然图中未显示首批1.6T的销售数据，但也对第二季度的市场做出贡献。另外，随着亚马逊和Meta向更高速光模块过渡，400G以太网光模块的销售预计将下降。400G和800G有源光缆（AOC）的销售也将保持强劲。同时，受季节性因素影响，Q1表现疲软的DWDM、FTTx和WFH光模块在Q2将出现反弹，也将推动Q2市场走强。然而，电信市场预计不会出现显著复苏，2025年Q1，前15大电信服务提供商的收入同比持平，但资本支出同比下降了5%。Alphabet、亚马逊、Meta、微软和甲骨文在2025年Q1的支出继续明显高于2024年同期。甲骨文的支出增长了233%，但它是前5名中最小的。甲骨文在2024年的支出不到110亿美元，而Meta为390亿美元，亚马逊为830亿美元。甲骨文Q1的支出达到56亿美元，占其2024年全年支出的50%以上。中国互联网厂商方面，阿里巴巴宣布计划在未来三年投资超过3800亿元人民币（约合530 亿美元）用于人工智能基础设施。百度在2025年Q1支出3.98亿美元，同比增长41%，环比增长23%。腾讯在2025年Q1支出了37亿美元，同比增长89%，环比下降了 36%。据了解，LightCounting的季度市场更新报告旨在提供易于理解的光模块增长趋势概览，并基于LightCounting独家厂商调查收集的详细季度销售数据进行分析。报告包含头部电信和云服务提供商、网络及数据通信设备制造商、以及光组件和半导体供应商的业绩指标和评论，以帮助理解影响光模块销售的关键需求驱动因素。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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