引言：2025年以来，受益于AI算力需求持续增长，光模块行业维持高景气。一方面，硅光光模块凭借高集成度、低能耗、低成本的优点，逐渐受到终端客户认可，另一方面，在EML方案原材料短缺下，硅光方案成为重点产能供给补充。本篇报告是我们光模块系列报告第一篇，从硅光技术视角，重新梳理光模块结构件及产业链核心环节，拆解硅光投资机会。硅光技术概况、产业节奏及发展趋势：硅光集成技术是以硅基衬底材料作为光学介质，...
Source Link引言：2025年以来，受益于AI算力需求持续增长，光模块行业维持高景气。一方面，硅光光模块凭借高集成度、低能耗、低成本的优点，逐渐受到终端客户认可，另一方面，在EML方案原材料短缺下，硅光方案成为重点产能供给补充。本篇报告是我们光模块系列报告第一篇，从硅光技术视角，重新梳理光模块结构件及产业链核心环节，拆解硅光投资机会。硅光技术概况、产业节奏及发展趋势：硅光集成技术是以硅基衬底材料作为光学介质，...
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