10/11/2024, 07:32 AM UTC
CIOE2024：光模块趋势CIOE2024: Optical Module Trends
➀ 800G光模块预计从2024年开始量产，2027年开始缓慢增长，1.6T光模块预计从2026年开始快速增长，且持续时间长，3.2T光模块要到2028年开始慢慢增长。➁ 未来5年，硅光将持续增长，届时可能会超过III-V族材料，LNOI要到2027年才明显看到增长。➂ 谷歌在OFC2024上主推使用光开关作为TPU超算集群组网的架构，光开关发货量预计在未来5年持续增长。➀ The 800G optical module is expected to start mass production in 2024 and see slow growth in 2027, with 1.6T modules expected to rapidly grow from 2026 with a long duration. ➁ Silicon photonics will continue to grow over the next 5 years and may surpass III-V materials, with LNOI seeing significant growth in 2027. ➂ Google promotes the use of optical switches for TPU supercomputing cluster networking at OFC2024, with optical switch shipments expected to grow continuously over the next 5 years.
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