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華泰證券:看好CPO產業發展前景,相關光無源器件、光芯片、光引擎廠商有望迎接機遇
格隆匯 06-11 07:59
據華泰證券研究,近期觀察到博通的CPO(光電共封裝)取得積極進展:1)5月博通推出單通道200G的CPO產品系列;2)6月博通宣佈交付Tomahawk 6(TH6)交換芯片,除支持常規電交換機外,TH6亦可提供CPO版本。華泰證券認爲博通與英偉達均在CPO領域加速推進,預計該類科技巨頭廠商將共同推動CPO技術的落地,促進產業鏈生態的成熟。看好CPO產業發展前景,相關光無源器件、光芯片、光引擎廠商有望迎接機遇。
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