Huatai Securities: MPO is expected to usher in a high prosperity opportunity of simultaneous increase in volume and price. It is recommended to follow the investment opportunities of MT plugs and MPO sub-industries.

GoldenOctober2024

2024-08-14 01:11:10

On August 14th, Golden Ten Data reported that Huatai Securities stated that MPO (high-density optical fiber connector), as an essential passive device in high-density optical networks, has certain cyclic properties in the optical module market and is expected to usher in a period of high prosperity with rising volume and prices under the background of high demand for global 800G/1.6T optical modules. We estimate that the global MPO market size is expected to rise from $1.8 billion in 2023 to $6.1 billion in 2029, with a corresponding CAGR of 22% during the period. By combing through the MPO industry chain, we recommend following investment opportunities in MT inserts and the MPO sub-industry.

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