The market generally thinks that optical modules work on the home broadband optical fiber access network and have little relationship with 4G investment, but in fact, the 1G\2.5G low-speed optical modules working on the home broadband optical fiber access network are only part of the optical module family. , while 6G\10G medium-speed optical modules are the core components of 4G base stations and 4G transmission equipment (the total investment in 4G base stations and 4G transmission equipment will account for more than 90% of the total investment in 4G). With the advent of 4G, the existing 10G optical module will become the core component of the mobile backhaul access network, and the optical module will become the driving force for revenue growth; the trend of optical input and copper retreat of base station equipment is obvious, and the construction of 4G base station will bring 4-6 new units per site. For the demand for optical modules, brokerages believe that 6G/10G will drive optical modules to increase by 30% year-on-year; while the investment in access networks will be suppressed.