Why is optimistic about the optical module CPO, for detailed analysis, see the WeChat public account: the future trend of the optical module CPO is deduced, like the inverter in March 21, waiting for the big white line to follow.
Coincidentally, there was no news stimulation during the analysis, and after the analysis, the next day the opening was still low, but it went high, and then rose sharply.
First of all, it must be clear that the optical module CPO is like the inverter of new energy in 2021, and the next trend of the optical module CPO is not good, and the ChatGPT artificial intelligence sector will definitely be fine.
The optical module CPO index is also stronger than ChatGPT artificial intelligence, there is no new low in September, and the probability of a new high before the Spring Festival.
Analysis of the core stocks of optical module CPO
Tianfu Communication: optical engine leader, 800 full mass production, NVIDIA three supply
Tianfu Communication, the current form is almost the same as Jinlang Technology's late March and early April 21, the upper small box is estimated to be repeatedly washed, optimistic about the new high, can be regarded as the optical module CPO vane.
Zhongji Xuchuang: optical module leader, 800G full mass production, Google NVIDIA two large manufacturers one supply
Zhongji Xuchuang: In the first half of the year, the hype of optical module vane should reach a new high.
Cambridge Technology: The integration effect of the acquisition of oclaro is gradually emerging, and 800G samples are sent to many manufacturers, and the LPO solution is leading in the industry. Before the holiday, it was said to supply Huawei.
Cambridge Technology, a new high soon, supplies Huawei, and has another hype point.
Optical technology: 800G small batch delivery, large factory verification, optical chip integration
Guangxun technology, the first to stabilize, easy to rise.
Borche Technology: 800G under development. Borche Technology Co., Ltd. currently mainly provides high-quality optical signal power and wavelength management devices and high-speed photoelectric transceiver modules for the fast-growing optical fiber communication network and Internet data center (IDC) market worldwide, among which optical splitters and dense wavelength division multiplexing (DWDM) devices occupy the world's leading market share
Borche Technology is one of the few optical module CPO concepts authentic, has not yet exploded speculation, the next round of speculation is easy to make up.
Liante Technology: 800G sample delivery, overseas revenue accounts for more than 80%, leading overseas factory layout, with arista, nokia and other overseas customers, 800G sample delivery Microsoft certification.
Liante Technology, the stock with the largest increase in optical module CPO in the first half of the year, is estimated to be a new understanding of the people less. The overseas business is high, and it is worth looking forward to in the later stage.
Mingpu Optomagnetics: 800G under research, it is possible to give the international leader finisar's 800G foundry
Mingpu Optomagnetic, the strongest trend recently, focus on attention.
New Yisheng: 800G full mass production, new Meta supply
New Yisheng, authentic concept, old big capital operation.
Yuanjie Technology: In the development of 100GPAM4EML chip, it is said that samples will be sent this year. Domestic optical chip Longyi, Zhongji Xuchuang shares, rate iteration progress is leading in China, 100G DFB is expected to make a breakthrough.
Yuanjie Technology, the upper pressure is very small, easy to reach new highs.
Taichenguang: MPO leader, 800G mass production supply
Taichenguang, MPO faucet, MPO as an optical fiber connector, is mainly used to realize the connection of optical fiber. Under the background of high computing power/bandwidth increase in the future and the new solution of CPO, the consumption of MPO is expected to increase significantly. The pressure above Taichenguang is very small, the plate is small, and it is easy to stir-fry.
Optical Library Technology: The main business of Optical Library Technology Co., Ltd. is a high-tech enterprise in the design, research and development, production, sales and service of optical fiber devices. It has been possible to produce modulator chips based on thin-film lithium niobate technology
Optical library technology, optical module upstream, personally very optimistic.
FELINGCO, the core of the switch.
Filingcox, the stock with the strongest increase in optical module CPO, has reached a new high, and is optimistic about new highs.
Ruijie Network, the boss of the switch. In 2019 and 2020, Ruijie Networks ranked third in China's Ethernet switch market; In 2020, China's enterprise-level WLAN market share ranked third, of which Wi-Fi 6 product shipments ranked first for two consecutive years. China's enterprise-level terminal VDI market share ranked first for 6 consecutive years; In 2019, China's IT infrastructure operation and maintenance software market share ranked first.
Ruijie network, the plate is bigger, it used to be Filing Cox followed Ruijie network, and Ruijie network was very sluggish before the holiday. The probability of replenishment in the later period is very large.
Optical module CPO, there are many core stocks, large sectors, conducive to large capital operation, new high is a high probability.
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