According to the CITIC Securities Research Report, driven by strong demand for AI computing power, the continuous volume and rate upgrades of optical module terminals are driving rapid growth in demand for related analog chip models, and leading domestic and foreign manufacturers are actively guiding optical module-related business. For example, global analog leader ADI expects OCS to double in 2026-27. Since 2026, leading domestic simulation companies' optical module-related businesses have also ushered in rapid expansion, which in turn has led to rapid growth in performance.

According to the CITIC Securities Research Report, driven by strong demand for AI computing power, the continuous volume and rate upgrades of optical module terminals are driving rapid growth in demand for related analog chip models, and leading domestic and foreign manufacturers are actively guiding optical module-related business. For example, global analog leader ADI expects OCS to double in 2026-27. Since 2026, leading domestic simulation companies' optical module-related businesses have also ushered in rapid expansion, which in turn has led to rapid growth in performance.