聚焦26 年通信主线:AI 主线多维强化,网络国产纵深推进。具体而言:1)AI 主线:预计将围绕海外映射、光通信景气度以及光电技术变化演绎。海外映射方面,从Scaleout 向Scale up 倾斜,以太网化开放化的生态是重要增量。景气度方面,预计硅光爆发、CPO 导入起步,光通信从光模块景气度扩散至芯片、线缆、OCS、CPO 等上。光电技术方面,光电混合的趋势确定性高。2)网络国产化:芯/云/网...
Source Link聚焦26 年通信主线:AI 主线多维强化,网络国产纵深推进。具体而言:1)AI 主线:预计将围绕海外映射、光通信景气度以及光电技术变化演绎。海外映射方面,从Scaleout 向Scale up 倾斜,以太网化开放化的生态是重要增量。景气度方面,预计硅光爆发、CPO 导入起步,光通信从光模块景气度扩散至芯片、线缆、OCS、CPO 等上。光电技术方面,光电混合的趋势确定性高。2)网络国产化:芯/云/网...
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