劍橋科技(603083.SH):最先的兩款線性直驅產品準備在今年7月份和9月份分別推出,滿足客户小批量送樣的急迫要求
格隆匯3月30日丨劍橋科技(603083.SH)於2023年3月24日16:00-17:00接受機構調研時表示,近期市場熱點涉及CPO技術並將公司納入相關概念股。CPO已經不是什麼新的概念,但實際上好多關鍵技術門檻還沒解決,所以大家還在努力中。CPO技術主要由芯片公司研發推進,公司目前不生產交換芯片,不存在含CPO技術的芯片。與同行業光模塊公司一樣,公司也對CPO所需的光源部分保持關注,但正因為CPO技術還不成熟,公司對此尚處於探索階段,沒有取得與CPO相關的業務收入。
最近線性直驅發展得很厲害,包括好幾家交換機設備公司,背後有超算公司也跟他們合作。有些公司宣佈了,有些公司沒有宣佈,但都在研究這個問題。CPO很大一個願望就是降低功耗,但線性直驅也部分起到這個作用,起碼現在看來更容易實現,所以最近直驅的事情變得比較熱。我們最先的兩款線性直驅產品準備在今年7月份和9月份分別推出,滿足客户小批量送樣的急迫要求。這個技術往前走,走到什麼地方?還要看業界之間的合作,特別是交換芯片廠家、交換設備廠家,相關各種元器件廠家的合作。所以我們和客户也在討論一些更深度的合作模式,光靠以前的光模塊技術比較難做到線性直驅。
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