The automotive industry is playing out a "light in and copper out" scenario, with leading companies competing to layout billion-dollar track.

In the current context of the continuous surge in demand for optical modules in AI data centers, another billion-dollar track - automotive optical communication, is entering a critical period of product landing and ecosystem construction as the trend of electrification and intelligence of new energy vehicles accelerates. Recently, many leading optical communication companies have accelerated their layout in the automotive track. Hisense Broadband Optical has developed a complete set of car optical fiber communication solutions, the company stated that it can stably achieve ultra-high-speed transmission of 10Gb/s or higher, with bandwidth capacity tens of times better than traditional copper cables. Opnet Technology has also announced externally that the company is ahead of the curve in laying out emerging optoelectronic tracks such as car optical communication, continuing to nurture the second growth curve. At the "Optical Expo" held by Huagong Technology not long ago, the company first released high-speed communication optical modules for car Ethernet, achieving microsecond-level ultra-low-latency transmission. The driving force behind industrial layout is clear. The L3 access regulations are expected to be fully liberalized, intelligent cockpits and high-end intelligent driving are accelerating popularity, and the limitations of traditional car copper cables in terms of bandwidth, anti-interference, and lightweight are increasingly prominent. Optic fiber-based car optical communication technology has become a key infrastructure to break the "bandwidth crisis" in automobiles and build the next generation of electronic electrical architecture. Several insiders told Securities Times reporters that the industry consensus this year has shifted from "whether to go up" to "how to get on board", and the trend of "optical in, copper out" is accelerating from the communication industry to the automotive industry.