In today's rapidly advancing global technology wave, data centers, 5G communication, and artificial intelligence (AI) have become the three driving forces behind the digital transformation of society. Behind all of this, a seemingly small but crucial component - the optical module - is playing the role of the "nerve center" of the information age. In this multi billion dollar global market, a company from Wuhan, China called Accelink is staging a magnificent global battle with a market value of 50 billion yuan.

From 'China's Number One' to 'Global Top Four'

The road to becoming the "king" of Guangxun Technology began with its profound technological accumulation. As the core subsidiary of Wuhan Institute of Posts and Telecommunications (FiberHome Technology Group), the cradle of China's optoelectronic device industry, Guangxun Technology has been infused with innovation since its inception. It is not only the first enterprise in China to have independent research and development capabilities for optical chips, but also one of the few companies in the world that can provide full chain products from chips, devices, modules to subsystems.

This' hardcore 'strength is its confidence in conquering the world. In the fierce market competition, Guangxun Technology has successfully entered the "top four" of the global optical module market with its excellent cost-effectiveness, fast response capability, and constantly iterating technology, competing with international giants such as Finisar (acquired by II-VI), Lumentum, and Broadcom from the United States. Its products are widely used in the networks of top telecommunications operators and cloud service providers worldwide, with at least one out of every four optical modules in data centers worldwide coming from Guangxun Technology. A market value of 50 billion is a direct recognition of its industry status and development potential by the global market.

The 'light speed' demand for AI computing power

If the growth momentum in the past came from 5G and cloud computing, then the core battlefield that Guangxun Technology is currently and in the coming years is undoubtedly the computing power revolution driven by AI.

The training and inference of AI big models require massive amounts of data to be transmitted at ultra-high speeds between servers, which puts unprecedented demands on the network bandwidth within data centers. Traditional electrical connections are already overwhelmed, and optical modules have become the only solution. From 100G and 400G to the emerging 800G and even the future 1.6T/3.2T, every leap in the speed of optical modules directly drives the exponential growth of AI computing power.

Guangxun Technology has keenly seized this historic opportunity. The company has achieved significant first mover advantage in the 800G optical module market, not only being the first to achieve mass production and commercial use, but also obtaining orders from multiple large cloud vendors at home and abroad. This means that in this AI driven 'arms race', Guangxun Technology has obtained the most crucial 'ticket', and behind its 50 billion market value is the high market expectation for its core infrastructure position in the AI era

The wave of domestic substitution: Under the grand narrative of China's "new infrastructure" and digital transformation, the domestic market has a strong demand for independently controllable optoelectronic devices, providing a solid "foundation" for Guangxun Technology.Editor/Bian Wenjun