Another "surge"! The 2030 CPO market size revised up to $15 billion, Dekeliy rises over 18%

(Source: 财闻)

LightCounting forecasts that the CPO market size in 2030, including Scale-up and Scale-out scenarios, is expected to reach $10 billion; Coherent (COHR.US) at the OFC conference further raised its forecast to $15 billion.

On April 3, in early trading, the CPO concept stocks saw repeated bursts of activity. OCS led the gainers, with Deko（688205.SH）jumping more than 18%; Robotech（300757.SZ）, Tengjing Technology（688195.SH）, Changguang Huaxin（688048.SH）, Jept（688025.SH）, ZhiliFang（301312.SZ）and others also rose.

On the news front, on April 2, the Ministry of Industry and Information Technology issued a notice on carrying out a special action to empower small and medium-sized enterprises with inclusive computing. The notice proposes promoting the deployment of technologies such as full-optical switching, reducing network latency from computing-application terminals to servers, and improving the experience of application interaction.

Robotech announced that its wholly owned subsidiary ficonTEC and its subsidiaries, together with a company F listed on the Nasdaq and its subsidiaries, signed major material contracts for daily operations between March 19, 2026 and March 25, 2026, with a cumulative amount equivalent to approximately RMB 600 million.

In addition, recently, MINGPU Opto-Electronics（002902.SZ） published an announcement of investor relations activity records stating that the company, together with customers, is developing an ODM-customized solution for 800G LPO (linear driver, pluggable optical module), which has already achieved small-batch shipments; 800G NPO (near-packaged optics) is currently jointly developing with customers for next-generation application needs; and the 1.6T optical modules will support customer JDM development.

LightCounting forecasts that the CPO market size in 2030, including Scale-up and Scale-out scenarios, is expected to reach $10 billion; Coherent (COHR.US) at the OFC conference further raised its forecast to $15 billion.

CICC (China Renaissance Securities) said that computing-as-a-service companies are the first to benefit from the large-scale release of AI inference demand. The business outlook and development expectations for directions such as AI data centers, optical module optical devices, and optical chips have clearly improved.

China Galaxy Securities’ research report pointed out that OpenClaw’s sudden popularity is driving the value of the AI industry to shift toward “task completion capability.” Its high-consumption characteristics lead to a surge in Token usage. In the first week of March, the platform processed 148 trillion Tokens, and the output share of Agent workflows exceeded half. This brings about a structural transformation in computing infrastructure. In the short term, it is favorable for AIDC data center rooms and computing leasing; in the medium term, it drives upgrades in components and links such as optical modules and liquid cooling. The market has already shown signals of price increases and imbalances in supply and demand, and the entire communications sector is seeing a favorable synchronized rebound in business conditions.

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