Optical communication enters a sustainable boom cycle, with growth potential opening across multiple links in the industry chain

Mars Finance News April 15th: Some research institutions believe that 2026 will be the year of AI optical connectivity. On one hand, the joint high growth of 800G and 1.6T optical modules will drive progress; on the other hand, new optical connectivity technologies such as CPO (co-packaged optics), NPO (near-packaged optics), and OCS (optical switching) will flourish. Optical connectivity will continue to penetrate the computing power connection segment, benefiting all parties in the industry chain and opening up greater growth space for the coming years. The performance of listed companies in related fields on the A-share market in 2025 also confirms this. According to Choice data, as of April 14th, out of 81 companies in the optical communication module concept sector, 43 have disclosed their 2025 annual reports or performance forecasts. Among them, 36 achieved year-on-year revenue growth, and 32 achieved net profit growth year-on-year. (Shanghai Securities News)