在经历了长达半年的市场低迷与技术焦虑后,光通信行业正迎来重大转折点。摩根大通近日发布的重磅研报指出,共封装光学(CPO)技术正在加速迈向商业化,行业龙头 Coherent 与 Lumentum 已在关键赛道上占据有利位置,或将成为下一轮成长周期的核心受益者。01转折:CPO进入爆发前夜CPO 作为将光引擎与交换芯片共同封装的架构,能够有效提升能效比,尤其契合大模型 AI 对数据中心算力与能耗...
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