中际旭创:预计NPO将成为行业客户普遍接受的光互连方案

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【中际旭创:预计NPO将成为行业客户普遍接受的光互连方案】中际旭创8月23日在电话会议上表示,预计NPO将成为行业客户普遍接受的光互连方案,主要用于scale-up场景,具有易维护、低成本、稳定性和可靠性强等方面的优势,且能充分发挥光模块的成熟工艺优势。现阶段很多客户在积极交流NPO方案,部分客户已给到明确需求指引和订单,2027年有望实现出货,预计更多客户会在2028年上NPO。公司正在与客户积极沟通,并根据客户要求进行定制化开发。随着带宽的不断提升,NPO有望成为scale-up的光互连解决方案之一。

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