CITIC Securities Research Report said that at the China Optical Expo, the domestic optical interconnection industry saw an all-round upgrade, and the industry achieved a leap from production capacity acceptance to technology leadership: optical module iteration pace was clear, 800G and 1.6T large-scale implementation, NPO and XPO cutting-edge products continued to be piloted; OCS all-optical switching received a leading global layout, and the market space was greatly expanded; thin-film lithium niobate technology continued to overcome pain points, and the industrialization process accelerated; domestic optical chips caught up at an accelerated pace; multiple categories achieved breakthroughs in mass production, and increased silicon light penetration rate; superposition CNPO and CNPO PO and OCS drives, making passive devices more dense and high-end upgrade. It is believed that in the future, driven by high-end demand such as AI, China's optical communications industry will usher in a new stage of development, giving it a rating of “better than the big market.”

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