The CPO concept has once again ushered in a big outbreak today, and it is also breaking through a new high, and the upward trend is still strong.
What is CPO?
The CPO concept, in turn, further enhances the concept of optical interconnect technology in data center applications and other related listed companies in terms of cost, power consumption and size.
CPO co-packaged optics can solve the problem of insufficient artificial intelligence computing power, and computing power demand is the only bottleneck in the entire artificial intelligence market. Therefore, CPO technology is considered to be one of the solutions with high computing power. In addition, the high computing power demand and power saving requirements brought by CPO technology will continue to drive the development of high-performance chips, and related high-performance chip companies will also benefit.
The current stage of the CPO's development process
At present, CPO technology has been widely used, including the cooperation of Intel and Ayar Labs to achieve 8Tbps co-packaged FPGA, II-VI demonstrated 3.2T rate ROSA, and South Korea's Lipac reported a new hybrid optoelectronic packaging technology based on FOWLP. These technologies are constantly developing and have broad application prospects.
In addition, the application of CPO technology also involves many fields, including artificial intelligence, data center, medical and other fields. As the AI market continues to grow, so will the demand for CPO technology. Therefore, the development process of CPO technology is a hot topic at this stage, which has high attention and research value.
The future development prospects of CPOs
First of all, with the continuous development of artificial intelligence and other fields, CPO technology needs to be continuously innovated and upgraded to meet higher computing power and lower power consumption requirements. Secondly, the development of CPO technology requires the establishment of a complete ecosystem, including enterprises and institutions in optical components, chips, packaging, etc., as well as related standards and specifications.
In addition, the application scenarios of CPO technology will continue to expand, in addition to data centers and artificial intelligence and other fields, it will also involve 5G, 6G, quantum computing and other fields. Finally, as the market demand in areas such as artificial intelligence continues to increase, the market demand for CPO technology will also continue to grow. It is predicted that by 2025, the CPO chip market size will reach 2.5 billion US dollars, and by 2027, CPO shipments are expected to reach 4.5 million pieces.
In summary, CPO technology is one of the important trends in future development, and the future development prospects are very broad.
Below I have also sorted out a few potential related concept stocks for you, worth collecting and studying, let's take a look together, friends with different opinions can also leave messages in the comment area to communicate.
Guangxun Technology(002281)
Current price: 28.79, total market capitalization: 22.54 billion
The company is mainly engaged in the research and development, production and sales of optoelectronic devices in the field of optical communications, and is the world's leading supplier of optoelectronic devices and subsystem solutions.
Cambridge Technology (603083)
Current price: 65.13, total market capitalization: 17.47 billion
The company is mainly engaged in the research and development, production and sales of terminal equipment and high-speed optical module products for telecommunications, data communication and enterprise networks, and its main customers have basically covered the downstream major global communication equipment providers.
Ruijie Networks (301165)
Current price: 60.65, total market capitalization: 34.46 billion
The company launched data center switches using CPO technology and co-authored COBO's CPO switch design white paper.
Alltrust (300444)
Current price: 18.22, total market capitalization: 5.691 billion
The company has a photoelectric transmission device, a single-channel 100G photoelectric transmission module and other technical patents.
Mitsuko Shika(688313)
Current price: 15.06, total market capitalization: 6.910 billion
The company's optical chips and devices are the most important source of income, accounting for 44.44% of revenue and 37.67% of gross margin.
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