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.

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.