Industrial News

Passive components, such as isolators, account for approximately 11% of the total bill of materials (BOM) cost for optical modules. With the explosive growth in demand for high-speed optical modules—such as 800G and 1.6T variants—the market demand for optical isolators, which serve as critical supporting components, has surged. Currently, total industry demand exceeds existing supply capacity by more than twofold, plunging the entire supply chain into a severe crisis characterized by shortages and supply disruptions.