2025 Optical Module Industry Annual Report: Computing Power Drives Industrial Upgrading

Driven by AI iteration and the expansion of intelligent computing centers, China's optical module industry achieved explosive growth in 2025. Leading enterprises gained substantial profit growth from mass shipment of 800G and commercialization of 1.6T products, with high-end products steadily lifting industry gross margins. The industry presents clear differentiation; high-end tech enterprises benefit continuously while low-end manufacturers face pressure.

The industrial chain accelerates integration. Enterprises deploy optical chips and cutting-edge technologies like CPO and LPO to meet high-speed and low-power-consumption demands. To stabilize supply chains and expand overseas markets, companies set up bases in Thailand and Singapore, build dual domestic and overseas production systems, and complete the strategic upgrade toward global manufacturing.