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中文(ZH) 中信建投：CPO节奏放慢意味着NPO可能加速推进，持续看好光通信板块

Optical Module Market Sees CPO Delay, NPO Acceleration

By PulseAugur Editorial · [1 sources] ·

SemiAnalysis, a US semiconductor research firm, predicts that the large-scale production of Co-Packaged Optics (CPO) may be delayed until 2028 or 2029. This slowdown in CPO development could accelerate the adoption of Near-Packaged Optics (NPO). Both CPO and NPO are seen as growth markets for pluggable optical module suppliers, particularly for the Scale Up market. Despite recent adjustments in the optical communication sector, the long-term outlook for the industry and its supply chains remains positive. AI

RANK_REASON This item is a research report analysis and market outlook, not a direct release of new technology or product.

Read on 36氪 (36Kr) →

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Optical Module Market Sees CPO Delay, NPO Acceleration

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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CICC: Slowdown in CPO pace means NPO may accelerate, continue to be optimistic about the optical communications sector

    36氪获悉，中信建投证券研报称，近日，美国半导体研究机构SemiAnalysis发布报告认为：铜缆和可插拔光模块两条产品线需求长期向好，CPO的规模量产时间可能推迟至2028年乃至2029年，CPO节奏放慢意味着NPO可能加速推进。中信建投认为，不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与这块增量市场。近期，光通信板块由于前期涨幅较大、情绪扰动等而出现调整，中信建投认为并不会动摇行业基本面向好的基本趋势，依然对整个光通信及CPO/NPO产业链的景气度保持乐观与看好的态度。

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