Despite the environment of declining operator capital expenditures, the optical communications industry is still prospering this year.
The reason is that the data center market is rising. The optical interconnection within the data center and the interconnection between data centers have brought a large number of demand for optical communication products; in addition, the development prospects of the Internet of Things and 5G , which means huge potential for the industry.
Data centers and optical devices for high-end telecommunications business needs have become the focus of this year’s new product promotion and exchange conference.
Speaking to C114 at the new product promotion and exchange meeting, 100G systems have been widely deployed in the telecommunications field, data centers are also evolving towards 100G, and the market demand for optical modules is very hot.
At the same time, data center customers have extremely strict requirements on cost and delivery capabilities, and often conduct large-scale customization based on close customer relationships. This is very different from the supply chain in the telecommunications market and has high entry barriers. .