Shenwan Hongyuan: Optical interconnection has become an important direction for enhancing the upper limit of AI computing power, and the unit price of high-performance products is expected to continue to increase.

Shenwan Hongyuan released a research report stating that network equipment is leaping from the traditional 800G to 1.6T speed, and optical interconnection has become an important evolutionary direction to increase the upper limit of AI computing power. The future technological evolution path will bring about an increase in the value of optical communication in the AI industry, with the unit price of high-performance products expected to continue to rise, increasing the value of optical communication in the AI computing power chain. Lumentum predicts at OFC 2026 that the optical communication market space will maintain rapid expansion. By 2030, the total potential market for AI optical communication covering pluggable optical modules, co-packaged optics, and optical circuit switch will soar from $18 billion in 2025 to $90 billion.