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图12、三菱单波200GEML芯片及800G光模块示
图12、三菱单波200GEML芯片及800G光模块示
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通信行业：提前到来的1.6T时代-240201（25页）.pdf
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中性测算下，200GEML、70mW/100mWCW需求在27年翻倍增长
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2026-04-28
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博通推出的200GEML，适用于1.6T光模块
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2026-04-28
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索尔思200GEML芯片
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2026-04-28
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博通在网络领域保持领先，目前已推出200GEML芯片、BaillyCPO交换机、100GVCSEL芯片
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2024-07-05
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图23、三菱单波200GEML芯片及800G光模块示
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2024-05-11
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博通200GEML方案厂商产品带宽SerDes产品进度
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2024-03-18
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最新数据
全球全年龄段奶粉市场规模（亿美元）
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2026-07-30
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全球酸奶及发酵乳制品市场规模（亿美元）
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全球拥有AKK专利菌株的核心企业
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2026-07-30
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VCSEL 芯片目前仍处于 100G 速率时代，200G 研发难度高或错过本轮窗口期。 V CSEL 芯片目前行业龙头主要为博通，其最先进的 VCSEL 芯片为 AFCD-V84LP，速率达 112Gb/s PAM4；研发进度显著落后于 EML，或无法紧跟该轮 AI 推动的1.6T 光模块更新迭代。
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通信行业：提前到来的1.6T时代-240201（25页）.pdf
表7、当前估值较低，未来增长确定性强（2024-01-25）
1.6T产业链受益标的
表5、薄膜铌酸锂适用于调制器等器件基础材料III-V族薄膜铌酸锂硅氮化硅无源器件☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆
表4、优迅科技(典型气密性封装企业)成本结构
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