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2026-04-09 08:27:42
[Guosheng Securities: Optical Filters Become a New Shortage in Optical Devices, AI Computing Power Drives Increased Demand Elasticity] (1) Optical filters are the core components of wavelength division multiplexing (WDM) systems, equivalent to selective "filters" for light waves (while isolators are equivalent to "one-way valves" for light). Z-BLOCK modules achieve beam splitting and combining at the transceiver end of optical modules by sequentially mounting optical filters with different center wavelengths onto a glass substrate. (2) With the continuous expansion of AI computing power and the mass production of 800G/1.6T high-speed optical modules, the demand elasticity of optical filters as core components of WDM has significantly increased. Under the rigid constraints of supply, optical filters have become a new shortage in the field of optical devices. (3) It is recommended to focus on core companies that have a presence in the field of optical communication filters.
