从CPO到OCS 光通信上游材料迎来价值重构

智通财经
Aug 22
【从CPO到OCS 光通信上游材料迎来价值重构】近日,英伟达宣布全球首款200G/lane共封装光学Spectrum-X以太网交换机系统已全面量产;SK海力士日前发布下一代AI光互连CPO技术路线图。业内人士认为,随着CPO交换机规模化落地、OCS全光交换机技术持续推进,光互联产业链价值分配将迎来重构,上游的磷化铟、薄膜铌酸锂、硅光SOI晶圆等材料将迎来强劲需求和发展机遇。记者注意到:当前,光模块上市公司纷纷将业务布局向上游材料延伸;材料类上市公司正在布局磷化铟、红磷等电子材料领域,并获得市场重新估值。

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