Technology peripherals
AI
The demand for AI computing power is increasing by leaps and bounds, promoting iterative updates of optical module products, and the demand for 1.6T broadband may flourish.
The demand for AI computing power is increasing by leaps and bounds, promoting iterative updates of optical module products, and the demand for 1.6T broadband may flourish.
With the surge in demand for artificial intelligence, optical module products will continue to be updated to adapt to the development trends of high speed and new technologies
Zhongji InnoLight (300308.SZ), as a leader in the optical module industry, recently announced that its important AI customers have put forward demands for 1.6T optical modules to meet the needs of future GPUs with higher bandwidth and computing power. need. The company is expected to achieve mass production of 1.6T optical modules in 2025
The demand for AI computing power explodes, promoting the development of the optical module industry
With the rise of industries such as artificial intelligence, big data, cloud computing, 5G and the Internet of Things, optical modules are one of the core components in optical fiber communication systems, and their functional requirements in realizing photoelectric signal conversion are also growing rapidly.
With the continuous expansion of the telecommunications market and data centers, the maturity and cost reduction of optical communication technology, and the explosion of AI computing power demand, the optical module industry is ushering in rapid development
According to Light Counting’s forecast, the compound annual growth rate of the optical module market from 2021 to 2025 is expected to be 11%. As the demand for AI computing power explodes, the demand for data transmission hardware will grow rapidly. This is an inevitable trend. A research report from Soochow Securities pointed out that by 2030, the size of the global AI computing power-related optical module market is expected to exceed US$70 billion
Customers’ bandwidth requirements continue to increase
It should be noted that the demand for data and high-speed networks continues to grow, further promoting the upgrading of optical module products. Among them, big data, cloud computing, artificial intelligence and other technologies are developing rapidly, and the amount of data is growing exponentially. In order to meet the needs of these applications, optical modules need to provide higher bandwidth to transmit large amounts of data.
In addition, applications such as high-definition video, virtual reality, and online games also have higher requirements for network transmission speed, so these fields also place higher bandwidth requirements on optical modules.
Currently, the bandwidth of optical modules has developed from 40G, 100G, 200G, and 400G to 800G, 1.6T or even higher levels
Currently, 800G high-speed optical module products are gradually replacing 200G and 400G products, which is a trend worthy of attention for AI customers. AI customers require optical module manufacturers to continuously introduce optical modules with lower power consumption, higher speed, and more reliability to meet the development needs of AI models and applications. Zhongji InnoLight also pointed out that the demand for 800G optical modules from the company's key customers next year will increase several times compared with this year, and customers have also put forward demand for 1.6T optical modules. This shows that the AI industry’s requirements for optical module products are becoming more and more stringent, and the demand for bandwidth is also increasing
According to Zheshang Securities, the 1.6T optical module in the optical communication field has a data transmission rate of 1.6 trillion bits per second, which represents advanced optical communication technology and high bandwidth requirements. Small batch shipments are expected in the second half of next year, and the upgrade cycle will be significantly shortened, about a year in advance. Nvidia, Google, Amazon and other companies may become the main customers for 1.6T optical modules
Industry leaders are expected to enjoy industry dividends
CITIC Securities believes that the domestic supply chain of optical modules is complete and can be exported overseas. Compared with other fields of optical communications, the performance of optical modules has greater flexibility. As the prosperity of the high-speed optical module industry continues to increase, huge market demand will give industry leaders the opportunity to occupy more market shares and fully enjoy the dividends brought by industry development
Zhongji InnoLight is a professional supplier of high-speed optical module solutions. It has achieved good revenue results in recent years and continues to strengthen its investment layout in the entire chain of the optoelectronic industry. The company plans to conduct testing, certification and small batch demand for the 1.6T optical modules produced in 2024, and real mass production will begin in 2025
Xinyi Sheng is a leading optical module solution and service provider, focusing on the research, development, production and sales of various high-performance optical modules and optical devices. Its products are widely used in cloud computing data centers, data communications, 5G wireless networks, smart grids and other fields. As the demand for cloud computing and artificial intelligence continues to grow, 800G optical modules will usher in new development opportunities. Xinyi Sheng has fully deployed in the 800G field and will continue to promote the upgrading of products
Fiberhome Communications is an internationally renowned provider of information and communication network products and solutions. It has a complete industrial chain in the fields of optical networks and digital applications, including optical fibers, optical cables, chips and system equipment. At the same time, FiberHome Cloud Operating System has also successfully served multiple cloud projects
The above is the detailed content of The demand for AI computing power is increasing by leaps and bounds, promoting iterative updates of optical module products, and the demand for 1.6T broadband may flourish.. For more information, please follow other related articles on the PHP Chinese website!
Hot AI Tools
Undresser.AI Undress
AI-powered app for creating realistic nude photos
AI Clothes Remover
Online AI tool for removing clothes from photos.
Undress AI Tool
Undress images for free
Clothoff.io
AI clothes remover
AI Hentai Generator
Generate AI Hentai for free.
Hot Article
Hot Tools
Notepad++7.3.1
Easy-to-use and free code editor
SublimeText3 Chinese version
Chinese version, very easy to use
Zend Studio 13.0.1
Powerful PHP integrated development environment
Dreamweaver CS6
Visual web development tools
SublimeText3 Mac version
God-level code editing software (SublimeText3)
Hot Topics
1378
52
The demand for AI computing power is increasing by leaps and bounds, promoting iterative updates of optical module products, and the demand for 1.6T broadband may flourish.
Aug 16, 2023 pm 06:13 PM
As the demand for artificial intelligence surges, optical module products will continue to be updated to adapt to the development trend of high speed and new technologies. Zhongji InnoLight (300308.SZ), as a leader in the optical module industry, recently announced its important AI customers The demand for 1.6T optical modules has been proposed to meet future GPU needs with higher bandwidth and computing power. The company is expected to achieve mass production of 1.6T optical modules in 2025. The demand for AI computing power has exploded, promoting the development of the optical module industry. With the rise of industries such as artificial intelligence, big data, cloud computing, 5G and the Internet of Things, optical modules have become a One of the core components in optical fiber communication systems, its functional requirements in realizing photoelectric signal conversion are also growing rapidly. With the continuous expansion of the telecommunications market and data centers, optical communications
Is the 1.25g optical module a Gigabit module?
Feb 24, 2023 am 10:04 AM
1.25g optical module is a Gigabit module; 1.25G optical module is also called GE (Gigabit) optical module. The optical module is also an integrated optical transceiver module, and its English name is Optical Module. Optical modules usually consist of optical transmitting devices, optical receiving devices, It is composed of functional circuits and optical interfaces.
What is the optical module used for?
Oct 31, 2023 pm 01:39 PM
An optical module is a device used for optical communications. It is mainly used to convert electrical signals into optical signals and transmit them between optical fibers. The optical module transmits and receives optical signals through an optical transmitter and an optical receiver. It has high-speed and long-distance transmission capabilities and is widely used in data centers, telecommunications networks, wireless communications and other fields. The performance of the optical module depends on factors such as photoelectric conversion efficiency, transmission distance, transmission rate, optical interface type and packaging form. By selecting appropriate optical modules, you can meet the needs of different application scenarios and achieve efficient optical communications.
Detailed explanation of Qingyun Technology's launch of AI computing power products and services to address computing power challenges
Oct 16, 2023 pm 08:37 PM
At the Qingyun Technology AI Computing Power Conference, Miao Hui, product manager, introduced in detail the Qingyun AI computing power scheduling platform and Qingyun AI computing power cloud services. The following is the full text of the speech: Artificial Intelligence users face computing power challenges. With the explosion of the artificial intelligence industry, AIGC, large models, scientific research computing, enterprise-level big data and artificial intelligence have put forward higher demands on computing power centers. Especially in the face of data centers with a single computing power, it is no longer able to meet the growing demand for computing power in all walks of life. Therefore, more intelligent computing centers, supercomputing centers and general cloud computing services are needed to provide computing power services to the whole society. However, users of the AI industry, AI infrastructure, and AI computing power also face a series of challenges: the bottleneck of unified management of multiple resources. Facing users with multiple computing power, multiple storage, and the entire computing network
Building AI-oriented infrastructure, Lenovo anchors the 'main channel' of AI computing power
Aug 24, 2023 am 09:05 AM
There is no doubt that artificial intelligence is not a simple technological revolution for human society. It symbolizes the arrival of an era, just like the industrial era to the agricultural era. It will bring about earth-shaking changes and affect human society for hundreds of years, even for centuries. The process of thousands of years. There is no doubt about the importance of AI computing power in promoting artificial intelligence applications, especially with the explosion of the entire generative AI market this year, which has brought huge demand for AI computing power. In order to ensure the further rapid development of artificial intelligence applications, AI computing power can be said to have become a crucial factor. Against this background, at the 2023 China Computing Power (Infrastructure) Conference held on August 18, Lenovo responded to the current demand for AI computing power and officially released the Lenovo AI computing power strategy.
Hou Bin of Great Wall Securities: Explore investment opportunities in the AI computing industry chain and understand the impact of demand catalysis
Nov 11, 2023 am 08:37 AM
At the recent Wind3C conference, Hou Bin, the head of the Great Wall Securities Industrial Finance Research Institute and TMT Research Center, shared a speech titled "AI Computing Power and Satellite Internet". Hou Bin believed that computing power is the productivity of the development of artificial intelligence. With the rapid development of large artificial intelligence models and the ever-expanding demand for computing power, there has been a mismatch between computing power demand and chip capabilities, which will promote the development of the artificial intelligence computing power industry. As a core product with the highest degree of industrialization and the most cutting-edge technology reserves in China, optical modules will see rapid growth due to the continuous upgrade of computing power driven by the development of large-scale artificial intelligence models. The satellite Internet industry is still in its infancy, and the medium- and long-term development potential in the future It is huge and has broad development prospects. The following is the core point shared by Hou Bin: People
The demand for AI computing power has increased sharply, and Shanghai Lingang will build a tens-billion-scale computing power industry
Jun 03, 2023 pm 05:50 PM
(Editor/Lu Dong) The integration and innovation of large models and large computing power is causing a major shift in the production paradigm, pushing scientific research and industrial applications towards the era of general artificial intelligence (AGI) driven by intelligent computing. In the early stages of rapid technology iteration, how to build a new generation of infrastructure, lower the application threshold, shorten the research and development cycle, and improve innovation efficiency has become a new challenge that the government and upstream and downstream industries need to jointly solve. "Currently, when artificial intelligence companies come to Lingang, they do not simply focus on support policies such as subsidies, but ask whether they can solve the computing power needs." On June 2, at the Intelligent Computing Conference of Shanghai Lingang New Area, Lingang New Film Lu Yu, director of the high-tech department of the district management committee, said. On the same day, the "Action Plan to Accelerate the Construction of Computing Industry Ecosystem in Lingang New Area" (hereinafter referred to as: Plan
Microsoft takes action again, with news that it will invest billions of dollars in mining transformation companies to provide computing power for AI
Jun 04, 2023 am 10:10 AM
After officially investing in OpenAI, Microsoft's related software announced one by one that it would be equipped with ChatGPT. With the increase in users, OpenAI and many users have discovered that if they want better feedback and learning effects of the robot system, they need to add more machines. The ability to learn means that the overall computing power needs to be improved. But just today, during an interview with OpenAI CEO in Europe, he discussed OpenAI's API and product plans, which attracted the attention of many netizens. What attracted the attention of many friends was his discussion on the progress of AI. According to him, in addition to normal AI iterations, GPT-3 is also in OpenAI’s open source plan, but currently GPUs can no longer keep up. And according to previous introduction, GPT-
