Is there any positive news for the optical module sector
In the past year, shares in Shenzhen-listed Zhongji Innolight, the world's largest optical module producer, jumped tenfold. Smaller peers Eoptolink Technology and Suzhou TFC Optical Communication, also listed in Shenzhen, notched share-price gains of more than five times. Optical Module Chip Market size was valued at US$ 823 million in 2024 and is projected to reach US$ 1. The optical module and data center interconnect (DCI) market is experiencing significant expansion, driven by the escalating demand for high-bandwidth connectivity, cloud computing, 5G networks, and data-intensive applications. Recently, LightCounting, a market research organization in the optical communication industry, pointed out in its latest report that the two vertical fields of the optical module market, telecommunications and data communication, both showed positive year-on-year growth in Q4 2024. Telecommunication networks (wireless and wired) are the second-largest application, contributing 28% of market revenue in 2022.
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