Artificial Intelligence▲
Communication equipment concept strengthens as Nvidia ships next-generation CPO switches
On August 4, the communication equipment sector rose 3.76% intraday. Xintian Technology gained 20.04%, Guangku Technology rose 11.84%, Tianfu Communication advanced 10.03%, Shijia Technology climbed 10.01%, and Tongyu Communication added 9.41%. In news, Nvidia has shipped its next-generation Spectrum-X CPO switches to select partners, while Broadcom continues small-volume shipments of its 51.2T Bailly CPO switch, marking the official entry of co-packaged optics into mass production. According to CCTV Finance, in the first half of this year, China's exports of laser transceiver modules and integrated circuits used in optical communication equipment for AI computing power construction rose 22.3% and 88.7% year-on-year respectively. Exports of domestically produced intelligent bionic robots have surpassed 10,000 units, and exports of domestically made intelligent handling robots and welding robots each grew more than 60%. Data from market research firm LightCounting shows that the global optical module market exceeded 15 billion US dollars in 2024 and is expected to surpass 20 billion US dollars in 2025. AI data center optical modules account for over 60% of the market, 800G optical module shipments rose more than 300% year-on-year, and 1.6T optical modules have begun small-batch deliveries. Chinese optical module manufacturers held approximately 45% of the global market share in 2024. Optical chips, a core upstream component, account for about 30% to 50% of optical module costs. Domestic manufacturers still rely on imports for high-speed optical chips at 25G and above, but the domestic substitution process is expected to accelerate.