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通宇通訊(002792.SZ):CPO技術僅是ChatGPT領域相關技術其中之一
格隆匯 02-16 20:26

格隆匯2月16日丨通宇通訊(002792.SZ)於2月15日9:00-11:00接受特定機構調研時表示,目前深圳光為自有品牌產品和代工產品雙管齊下,其中自研產品收入佔比約70%,代工業務收入佔比約30%。自研產品毛利約30%,代工產品毛利約15%。ChatGPT領域相關技術甚多,CPO僅是其中之一,CPO產品技術較為前沿,相關產品可靠性仍待時間驗證,相關技術離成熟尚有一段距離,根據客户的驗證進展,光為公司預計批量應用要到2024年底。

早期的光芯片未集成到硅光裏,ChatGPT能極大推動數據中心建設,行業市場增長可觀。CPO技術可以實現高算力場景下的低功耗、高能效,我們認為超算最終要用到CPO技術。

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