机构:美拟禁中国光模块将重创美AI云厂商,西方短期内根本无法替代

格隆汇
Aug 05
针对“美拟禁中国新型光模块”,Counterpoint Research发文指出,美国的一项进口禁令不仅会打击中国供应商,还将给超大规模云厂商带来沉重打击。西方供应商在短期内缺乏替代中国出货量所需的规模,因此,禁令将面临产能缺口、成本攀升等风险。中际旭创和新易盛在全球数据中心光模块营收中占据主导地位,中国制造商合计供应了全球约三分之二的出货量。中国模块厂商高度依赖美国制造的数字信号处理器(DSP,如博通、迈威尔科技),以及来自Lumentum、Coherent和三菱电机(Mitsubishi Electric)的激光器/光芯片。这项禁令破坏的将是一个真正相互依存的系统,而非将两个独立的体系剥离开来。

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