Chinas Optical Module Firms Compete in Aidriven Market Surge
Surging AI computing power demands are driving the optical module industry into a super cycle, with the "Yi Zhongtian" combination experiencing explosive performance. Companies like CIG Shanghai, New Era Technology, and Accelink Technologies each hold unique positions in the industrial chain, facing challenges such as supply chain constraints, technological iteration, and price declines. Chinese optical module manufacturers are shifting from price-performance competition to a comprehensive contest of technology and delivery capabilities, reshaping the industry landscape. The focus is now on innovation and reliable delivery to meet the growing demands of AI infrastructure.









