1.6T光模块放量节奏将进一步加快

智通财经07-22 15:58

【1.6T光模块放量节奏将进一步加快】近日，新易盛在电话会议上表示，1.6T光模块Q2出货量较Q1明显增长，预计Q3/Q4起放量节奏将进一步加快。这再次验证了AI算力爆发背景下，高速光通信产业链正进入需求集中释放的关键窗口。展望后市，AI算力资本开支的持续高增，正在带动光模块从传统电信周期转向AI算力驱动的高景气周期。2026年起1.6T进入快速放量阶段，并成为下一代高速光模块的重要增长引擎。

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