Dongwu Securities released a research report stating that the optical module continues to iterate to 800G, 1.6T, and 3.2T, and power consumption continues to rise, but the cross-sectional size of the module body has not changed much, causing the internal unit space heat load to continue to increase. The external heat dissipation of the optical module uses a switch cage as an interface to transfer the heat from the module case to the external radiator, and is finally discharged through an air cooling or liquid cooling system. Although the industrialization of new technologies such as silicon light and NPO is accelerating, traditional pluggable solutions still have a certain advantage and significant share in the scale-out scenario. Future optical module rate upgrades will drive an increase in overall thermal load, which will drive the demand for the entire cooling chain to upgrade.

Dongwu Securities released a research report stating that the optical module continues to iterate to 800G, 1.6T, and 3.2T, and power consumption continues to rise, but the cross-sectional size of the module body has not changed much, causing the internal unit space heat load to continue to increase. The external heat dissipation of the optical module uses a switch cage as an interface to transfer the heat from the module case to the external radiator, and is finally discharged through an air cooling or liquid cooling system. Although the industrialization of new technologies such as silicon light and NPO is accelerating, traditional pluggable solutions still have a certain advantage and significant share in the scale-out scenario. Future optical module rate upgrades will drive an increase in overall thermal load, which will drive the demand for the entire cooling chain to upgrade.