When AI models are trained in hours and autonomous driving processes massive amounts of data in real time, 800G optical modules are an indispensable high-speed transmission foundation. They are not merely "upgrades to network cables," but core components supporting the operation of global digital infrastructure. Companies like ETU-LINK, deeply rooted in the field of optical communication, are providing support for this core sector through technological accumulation and product development.

I. Why is AI Inseparable From 800G Optical Modules?

Optical modules handle the conversion between electrical and optical signals, directly determining data transmission efficiency. Their importance continues to grow in the AI era.

1.Breaking Through Data Transmission Bottlenecks: Training a model with hundreds of billions of parameters requires the transmission of tens of petabytes of data. Compared to the previously mainstream 400G module, the 800G module can reduce the time for similar tasks by half, while compressing the latency to half of the original, significantly reducing the risk of bit error rate.

2.Adapting to Upgraded Computing Infrastructure: Shipments of high-performance AI chips continue to surge. Each AI server equipped with a high-end chip requires at least 4-6 800G optical modules to operate at full capacity. Without its support, the computing power value of advanced chips cannot be fully realized.

II.Core Technology: The "Speed Code" of 800G Optical Module

Its high-speed performance stems from a precisely coordinated technical system that embodies cutting-edge achievements in photonics and electronics.

1.High-Precision Signal Conversion and Modulation: Low bit error rate signal conversion is achieved through laser diodes and photodiodes. Combined with advanced PAM4 modulation technology and FEC technology , even at ultra-high speeds of 800G, it can still ensure that the number of error bits in every 10¹² bits does not exceed 1.

2.Performance Compatibility of Mainstream Packaging : Currently, 800G optical modules primarily use QSFP-DD and OSFP as their core packaging types. Among them, OSFP, with its superior heat dissipation performance and more stable high-speed signals , has reached a 58% market share in hyperscale data centers. Most companies have accurately grasped market demands and have made deployments in mainstream technology routes such as OSFP packaging, forming a product matrix that fits industry applications.

3.Practical Design Supports Operations and Maintenance: It universally supports hot-swapping and digital diagnostic monitoring functions, allowing component replacement and real-time monitoring of operational status without shutting down data center power, significantly reducing downtime costs for maintenance and upgrades. This design feature, adapted to industrial scenarios, is fully reflected in mainstream 800G products across the industry.

III.Global Markets: Product Value Driven by Explosive Demand

The global 800G optical module market is projected to experience a significant supply-demand gap by 2025, with demand surging by 120% year-on-year. Furthermore, China's "East-to-West Data Center" project requires that newly built data centers use at least 65% 800G or higher speed modules. Against this backdrop, professional module manufacturers' 800G products precisely meet core market needs—covering mainstream scenarios such as short-range interconnects within data centers. Their high compatibility with industry standards makes them a reliable choice for numerous network deployments. ETU-LINK full-range product portfolio, from 1G to 800G, also provides flexible solutions for different levels of market demand.

IV. China's Strength: From Technological Breakthroughs to Product Implementation

China's 800G optical module market has captured over 42% of the global market share, demonstrating a significant industry advantage. Companies like ETU-LINK have achieved breakthroughs through years of technological accumulation. Their optical module products not only comply with international standards such as IEEE and OSFP MSA, but also have passed multiple industry certifications, ensuring seamless compatibility with various hardware and software. This development path of "standard adaptation + scenario adaptation" has not only promoted the localization of core technologies but also provided highly reliable transmission solutions for data centers worldwide.

V. Moving Towards Higher Speeds and Broader Scopes

800G optical modules is just the beginning; 1.6T optical modules have entered the trial production stage, and co-packaged optics (CPO) technology is accelerating its development. Companies in the industry are continuously iterating based on their existing technological accumulation, and product application scenarios are extending from AI data centers to a wider range of fields, laying a solid foundation for the digital future of "optical connectivity for everything."

About ETU-LINK

Founded in 2014, ETU-Link Technology Co., Ltd. is a high-tech enterprise specializing in the research, development, production, and sales of optical communication devices. With high-speed optical modules as its core product, the company professionally serves the telecommunications, data communication, and storage fiber optic communication markets.