世界のAI光受発信モジュール市場は急速に拡大しており、2026年には260億ドルに達すると予測され、年間成長率は57%以上となる。この成長は主にAIデータセンター建設の加速に起因し、光通信サプライチェーンの構造的な再編を促進し、特に800G以上の高速モジュール需要が急増している。
Openai
$2.8
入力トークン/百万
$11.2
出力トークン/百万
1k
コンテキスト長
$7.7
$30.8
200
-
Anthropic
$105
$525
$7
$35
Google
$2.1
$17.5
$21
$0.7
Alibaba
$1
$10
256
Baidu
128
$6
$24
$2
$20
$4
$16
$8
$240
52
Bytedance
$1.2
$3.6
4
$3.9
$15.2
64
$0.8
32
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