Look at #4 below. Basically, as long as CIG still has a lot of growth potential, EG/Eduspec will have a lot of growth potential too. China is planning to establish 50 intelligent computing centers by 2025, increasing its computing capacity by a third over four years. The procurement of transceivers typically begins 6 to 12 months before the data center is scheduled to start production. CIG is one of the top ten ICT equipment companies in China based on net profit margin.


“狂飙”模式！2024年Q2光模块市场规模将超26亿美元

光模块是光电转换和传输的重要介质，在这一产业链中，其上游供应商主要集中在光芯片、电芯片、光器件等关键领域，而下游则广泛服务于互联网及云计算企业、电信运营商、数据通信和光通信设备商等行业。

基于当前供应端产能的积极释放，预计今年下半年800G光模块的产量将较上半年实现翻倍增长。

（1）中际旭创的800G光模块 - 客户：英伟达 - 下半年出货量将在50万-70万只左右。
（2）云晖科技： 今年70万只， 明年100万-150万只。
(3）新易盛800G光模块- 可能客户：英伟达、谷歌，亚马逊AWS： 从第三季度开始将启动大规模出货。
（4）另一家国内光模块龙头剑桥科技 （CIG ）-800G高速光模块- 也已实现了从千只到万只的大规模批量出货。