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Guosheng Securities Research Report pointed out that filters are the core components of wave-division multiplexing technology. If an isolator is equivalent to a “one-way valve” for light, then the effect of a filter is equivalent to a selective “filter” for light waves. The Z-BLOCK module forms a wavelength separation module by sequentially attaching filters with different central wavelengths to form a wavelength separation module to achieve spectroscopy and light synthesis at the transceiver end of the optical module. As AI computing power continues to expand and 800G/1.6T high-speed optical module emissions, demand for filters, the core component of wave-division multiplexing systems, has increased significantly, and it has become a new scarce variety in optical devices under supply rigidity constraints. It is recommended to focus on core companies in optical communication filter layout.
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Guosheng Securities Research Report pointed out that filters are the core components of wave-division multiplexing technology. If an isolator is equivalent to a “one-way valve” for light, then the effect of a filter is equivalent to a selective “filter” for light waves. The Z-BLOCK module forms a wavelength separation module by sequentially attaching filters with different central wavelengths to form a wavelength separation module to achieve spectroscopy and light synthesis at the transceiver end of the optical module. As AI computing power continues to expand and 800G/1.6T high-speed optical module emissions, demand for filters, the core component of wave-division multiplexing systems, has increased significantly, and it has become a new scarce variety in optical devices under supply rigidity constraints. It is recommended to focus on core companies in optical communication filter layout.
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