Los conectores MPO abren grandes oportunidades

2024-08-30

As one of the core components of high-density optical networks in the field of optical communications, MPO (high-density optical fiber connector) plays a pivotal role in ensuring data transmission speed and stability. With AI driving the demand for high-speed 800G/1.6T optical modules Against the background of high growth, MPO is facing high business opportunities.

In the AI era, the internal interconnection bandwidth of data centers has increased significantly, and large-scale GPU clusters have brought a large number of high-speed optical module demands. MPO, as an essential passive component in high-density optical networks, is expected to continue to benefit; in the long term, CPO is expected to give birth to polarization maintenance The demand for MPO is released. Under this background, the value of MPO products and technical barriers are expected to increase significantly;

China's leading manufacturers are expected to share the demand dividends of the global MPO industry chain. In the MPO link, China's leading manufacturers have entered the supply chain system of overseas cloud manufacturers based on their advantages in product quality, delivery capabilities, cost performance, etc., and their share is expected to further increase in the future. Improvement; the MT ferrule link is also expected to obtain import opportunities due to the industry's shortage of supply, breaking the import monopoly pattern. In the long term, CPO is expected to become one of the important development trends in the field of data center optoelectronic technology.

Conventional switches mainly use electrical signal transmission inside, so there is no need for fiber optic deployment inside the switch. However, since optical signals are transmitted inside the CPO switch, an additional fiber optic connector needs to be added from the optical engine to the front panel of the switch chassis. Considering the complexity of in-machine wiring and the limitation of front panel capacity, the internal optical path of CPO may be carried by MPO, thus bringing new increments to the MPO market demand. Considering that the light engine inside the CPO usually uses a silicon photonic solution, and the silicon photonic waveguide is polarization sensitive to the input light, when an external light source solution is used, we expect that a polarization-maintaining MPO solution may be introduced into the CPO machine, thus providing a new solution for MPO. The market brings higher product value and industry technical thresholds.

In order to adapt to the needs of various emerging technology solutions, the MPO connector industry has indeed experienced earth-shaking changes in recent years. Not only has the technical level been significantly improved, but the market size has also achieved rapid expansion. According to recent visits to members of Optical Fiber Online, it was found that Many member companies are rapidly expanding production, and some have placed orders until the end of the year.

Of course, in addition to the demand for internal interconnection of data centers in the AI era, the application of MPO in emerging fields such as medical care, industrial automation, and aerospace is also constantly expanding. For example: In the medical field, with the continuous development of telemedicine, medical imaging and other technologies, the demand for network connections for medical equipment is also increasing. MPO provides reliable network support for medical equipment with its high-speed and stable data transmission capabilities; in the field of industrial automation, with the advancement of technologies such as intelligent manufacturing and industrial Internet, industrial automation equipment has increasing requirements for network connections. The higher; MPO, with its superior performance, meets the needs of industrial automation equipment for high-speed and stable network connections; in the aerospace field, MPO, with its lightweight, high reliability and other characteristics, provides efficient and safe solutions for aerospace equipment network connectivity solutions.

To sum up, as the demand for AI and emerging technologies continues to emerge, the future MPO market will usher in unlimited possibilities and opportunities.

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