1. It is very unlikely that the domestic bat data center will release 100g data center optical modules next year. At present, 10g is still the main demand in China, and the demand for 100g data center optical modules mainly comes from overseas orders.
2. The supply and demand of 100g telecom products are tight: at present, the shortage of optical chips, especially laser chips, is very high, including 25g and 10geml chips. The global supply is tight. The production capacity of 100g modules is greatly affected by the upstream, and the technology of 100g products is difficult. The domestic manufacturers of 100g modules at the supply end have almost no large-scale production at present; the demand side of 100g telecom products is very strong The sinking of 400g backbone / 100g man will be a definite opportunity in the next few years.
3. The competition between optical connection and ceramic insert industry is fierce. At present, many manufacturers of ceramic insert have been in excess of production capacity at a price lower than the cost price (cost about 0.5 yuan). Due to the impact of overseas data center construction, there is a large demand for MPO and MTP product plug-in, but due to the high precision and process requirements, there is only one domestic company for bulk shipment, and the price will be reduced to 2 yuan in the future (now the domestic price is about 5 yuan).