TrendForce：预计2026年全球800G以上光收发模块出货占比将突破60%

智通财经02-10

智通财经APP获悉，根据TrendForce集邦咨询最新高速互连市场研究，为应对AI所需的庞大运算需求，Google(谷歌)新世代Ironwood机柜系统结合3D Torus网络拓扑、Apollo OCS全光网络，实现高速互连架构，将推升800G以上高速光收发模块在全球出货占比，预估将自2024年的19.5%上升至2026年的60%以上，并逐渐成为AI数据中心的标准配备。在搭配全光网络交换机OCS...

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OCS导入节奏。TrendForce集邦咨询指出，随着算力持续堆栈，数据在机柜与机柜、丛集与丛集之间的传输需求同步放大。因此，高速光模块、激光等光通信零部件的技术演进与供给，将成为继GPU、存储器之外，影响算力扩充速度与成本的另一项决定性因素。","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":1,"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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