Coherent（Finisar的母公司）昨晚的交流对800g的指引给的比较乐观，认为目前行业正处于AI和机器学习形成十年大趋势的转折点，预计将占到所有数通收发器（光模块）出货量的一半以上。公司200g和400g光模块实现增长，800g的出货正在加速，预计从24年开始呈现指数级增长。
原文：In addition to the growth of our 200 g and 400 g datacom transceivers, we are accelerating our 800 g shipments in anticipation of exponential growth beginning in 2024…… In fact, we believe that we are at another inflection point in a decadelong mega trend forming with artificial intelligence and machine learning. And we expect these trends to account for more than half of all datacom transceiver shipments.
