According to reliable statistics, the annual sales of data communication optical components and modules will increase by 20% in 2021, and the sales of 40G transceivers will increase by more than three times in 2021. The current price of 100GDWDM transponders is 30 times that of 10GDWDM transceivers. However, 100G is being rolled out in wide area and some metro network applications because it can create additional value for network operators. In the wide area network, 100G maximizes the transmission capacity of already deployed fiber, and in the next 10 years, it will not be obsolete. A 100G port of a core router can be connected to 10 different 10G ports. This is another value that 100G optical devices bring to the core network.

　　It is understood that multinational companies such as Facebook, Google, and Microsoft have their own cloud data centers. In addition, government agencies in various countries have also commissioned telecommunications companies to build public cloud network centers. The business opportunities for future applications in the field of data center cloud are still In the process of growth, therefore, there is room for growth in optical fiber transceiver modules, AOC and other products in the next few years. In China, Baidu, Tencent, etc. are also actively building data centers.

　　In addition, Huawei has also officially entered the Hong Kong data center market. Huawei announced a comprehensive strategic cooperation with Hong Kong's well-known Anle data center infrastructure company, marking Huawei's official entry into the Hong Kong data center market. In May this year, Huawei's strategic plan for the next five years announced that the accelerated transformation of cloud computing into commercial applications is also a new space for its future growth. In October this year, Huawei established a data hosting and logistics center in southern Malaysia. The data center has become the trend.

　　Data centers have higher requirements for optical modules and devices. It is understood that some domestic device manufacturers are already cooperating with Baidu to supply modules for data centers. One of the requirements of the data center for optical devices is high speed, the interface of the server is changing from 1G to 10G, and the aggregation switch is from 10G to 40G/100G; the second is that the cost is low, because the data center needs a large number of applications; the third requirement is The power consumption is also low, because the power consumption of the data center is very high. Therefore, device manufacturers should adapt to the development needs of big data, upgrade and evolve server interfaces and aggregation switches; improve production efficiency to reduce costs and reduce power consumption of components.