金吾财讯 | 据外媒报道，知名技术市场研究机构Counterpoint于周三发布研究报告警告称，若美国政府实施针对中国光收发器模块（光模块）的进口禁令，将对美国超大规模数据中心运营商造成严重的“附带伤害”，并急剧加剧当前西方供应链无法独自化解的硬件供应瓶颈。据Counterpoint数据，中国企业目前占据了全球光收发器市场近三分之二的供应份额。以中际旭创和新易盛为代表的中国光通信巨头，在规模化高精度制造方面相比西方竞争对手具备压倒性优势。Counterpoint分析师Neil Shah指出，中国厂商生产的光模块深度集成了西方高端产业链，包括博通等的芯片，以及Lumentum和日本三菱电机的激光器与光芯片。盲目切割中国组件不仅无法在短期内建立本土替代方案，反而会反噬西方上游芯片与光器件供应商。Counterpoint强调，西方光模块供应商在未来一至两年内根本无法消化中际旭创和新易盛的巨额订单量。监管政令的剧烈变更极易造成硬件交付梗阻，进而拖慢全球顶尖云服务提供商的整体AI算力部署进度。
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