The optical module is one of the core devices of the optical communication system, and its development has a vital impact on its related industrial chain, from the upstream industry chip substrate, PCB to the downstream telecom market and data communication market, and the field of. The optical module is one of the core devices of the optical communication system, and its development has a vital impact on its related industrial chain, from the upstream industry chip substrate, PCB to the downstream telecom market and data communication market, and the field of. According to LightCounting's latest report released in January 2026, the share of optical components in capital expenditures by the top five cloud service providers is projected to increase from 2. This trend indicates that optical. At present, the world's AI large-scale models have been released one after another and combined with industry applications to promote the smart upgrade of thousands of industries, and continue to drive the demand for optical chips, optical devices, and optical module in the upstream of the data. ①Currently, a few domestic manufacturers such as Focuslight Technologies and Tengjing Technology have achieved mass supply of Faraday rotators and associated magneto-optical crystals, accelerating the localization substitution. However, the overall production capacity remains relatively low; ②A. Passive Optical Network modules play a crucial role in modern communication networks, providing efficient and stable solutions for data transmission. Depending on the connected devices, PON modules can be classified into Optical Line Terminal modules and Optical Network Unit modules.