三个皮匠报告—— 严选型全行业研究报告分享下载平台,您的专属行业智库!
欢迎来到三个皮匠报告!
登录
帮助中心
首页
最新
研搜
BETA
合集
英文
会议
数据
财报库
政策库
自研报告
入驻
您的当前位置:
首页
>
行业数据
>
中性测算下,200GEML、70mW/100mWCW需求在27年翻倍增长
中性测算下,200GEML、70mW/100mWCW需求在27年翻倍增长
行业数据
下载Excel
下载图片
原图定位
图片属性
图片格式:PNG
图片大小:120KB
图片尺寸:2350*880
同报告图片
/
4
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
fCDlgYforr4gICAgICAgfCDpgJ/njocgICB8IOaKgOacr+aWueahiCB8IDIwMjVFIHwgMjAyNkUgfCAyMDI3RSB8IDIwMjhFIHwgMjAyOUUgfCAyMDMwRSB8CnwtLS0tLS0tLS0tLS18LS0tLS0tLS18LS0tLS0tLS0tLXwtLS0tLS0tfC0tLS0tLS18LS0tLS0tLXwtLS0tLS0tfC0tLS0tLS18LS0tLS0tLXwKfCAxKSDkuK3mgKflgYforr4gfCA0MDBHICAgfCBWQ1NFTCAgICB8IDAuOSAgIHwgMC4zICAgfCAwLjEgICB8IC0gICAgIHwgLSAgICAgfCAtICAgICB8CnwgICAgICAgICAgICB8ICAgICAgICB8IEVNTCAgICAgIHwgMy42ICAgfCAxLjIgICB8IDAuNyAgIHwgLSAgICAgfCAtICAgICB8IC0gICAgIHwKfCAgICAgICAgICAgIHwgICAgICAgIHwg56GF5YWJICAgICB8IDAuMSAgIHwgMC4yICAgfCAwLjEgICB8IC0gICAgIHwgLSAgICAgfCAtICAgICB8CnwgICAgICAgICAgICB8IDgwMEcgICB8IFZDU0VMICAgIHwgMS42ICAgfCAyLjIgICB8IDEuOSAgIHwgMS41ICAgfCAwLjcgICB8IDAuNCAgIHwKfCAgICAgICAgICAgIHwgICAgICAgIHwgRU1MICAgICAgfCA4LjggICB8IDguNiAgIHwgMTAuMSAgfCA2LjUgICB8IDEuOSAgIHwgMS4wICAgfAp8ICAgICAgICAgICAgfCAgICAgICAgfCDnoYXlhYkgICAgIHwgMC44ICAgfCAyLjYgICB8IDUuMyAgIHwgNC4zICAgfCAyLjMgICB8IDEuMiAgIHwKfCAgICAgICAgICAgIHwgMS42VCAgIHwgRU1MICAgICAgfCAxLjggICB8IDcuNyAgIHwgMTYuOCAgfCAyMC4yICB8IDEzLjAgIHwgNS44ICAgfAp8ICAgICAgICAgICAgfCAgICAgICAgfCDnoYXlhYkgICAgIHwgMC4zICAgfCAzLjQgICB8IDkuMSAgIHwgMTIuMyAgfCA3LjkgICB8IDMuNiAgIHwKfCAgICAgICAgICAgIHwgMy4yVCAgIHwgRU1MICAgICAgfCAwLjUgICB8IDEuMyAgIHwgMi4zICAgfCA5LjYgICB8IDE3LjMgIHwgMjEuOCAgfAp8ICAgICAgICAgICAgfCAgICAgICAgfCDnoYXlhYkgICAgIHwgMC4yICAgfCAwLjcgICB8IDEuNiAgIHwgNy42ICAgfCAxOC4xICB8IDIyLjkgIHwKfCAgICAgICAgICAgIHwgQ1BPICAgIHwgICAgICAgICAgfCAtICAgICB8IDAuMyAgIHwgMTAuMSAgfCAxNS4xICB8IDIyLjcgIHwgMzIuNyAgfAp8ICAgICAgICAgICAgfCDmgLvorqHvvIjkur/nvo7lhYPvvInvvJogfCAgICAgICAgICB8IDE4LjU1IHwgMjguNDIgfCA1OC4wOCB8IDc3LjA1IHwgODMuODcgfCA4OS4zMyB8CnwgMikg5LmQ6KeC5YGH6K6+IHwgNDAwRyAgIHwgVkNTRUwgICAgfCAwLjkgICB8IDAuMyAgIHwgMC4xICAgfCAtICAgICB8IC0gICAgIHwgLSAgICAgfAp8ICAgICAgICAgICAgfCAgICAgICAgfCBFTUwgICAgICB8IDMuNiAgIHwgMS4yICAgfCAwLjcgICB8IC0gICAgIHwgLSAgICAgfCAtICAgICB8CnwgICAgICAgICAgICB8ICAgICAgICB8IOehheWFiSAgICAgfCAwLjEgICB8IDAuMiAgIHwgMC4xICAgfCAtICAgICB8IC0gICAgIHwgLSAgICAgfAp8ICAgICAgICAgICAgfCA4MDBHICAgfCBWQ1NFTCAgICB8IDEuNiAgIHwgMi40ICAgfCAyLjggICB8IDIuMyAgIHwgMS4wICAgfCAwLjYgICB8CnwgICAgICAgICAgICB8ICAgICAgICB8IEVNTCAgICAgIHwgOC44ICAgfCA5LjcgICB8IDE0LjMgIHwgMTAuNCAgfCAzLjEgICB8IDEuNyAgIHwKfCAgICAgICAgICAgIHwgICAgICAgIHwg56GF5YWJICAgICB8IDAuOCAgIHwgMi45ICAgfCA3LjUgICB8IDYuOSAgIHwgMy42ICAgfCAyLjAgICB8CnwgICAgICAgICAgICB8IDEuNlQgICB8IEVNTCAgICAgIHwgMS44ICAgfCAxMS41ICB8IDI2LjkgIHwgMjUuOSAgfCAxOC4xICB8IDguMiAgIHwKfCAgICAgICAgICAgIHwgICAgICAgIHwg56GF5YWJICAgICB8IDAuMyAgIHwgNS4wICAgfCAxNC42ICB8IDE1LjkgIHwgMTEuMSAgfCA1LjAgICB8CnwgICAgICAgICAgICB8IDMuMlQgICB8IEVNTCAgICAgIHwgMC41ICAgfCAxLjMgICB8IDIuMyAgIHwgMTIuMCAgfCAyNC4yICB8IDI4LjAgIHwKfCAgICAgICAgICAgIHwgICAgICAgIHwg56GF5YWJICAgICB8IDAuMiAgIHwgMC43ICAgfCAxLjYgICB8IDkuNSAgIHwgMjUuNCAgfCAyOS40ICB8CnwgICAgICAgICAgICB8IENQTyAgICB8ICAgICAgICAgIHwgLSAgICAgfCAwLjMgICB8IDEwLjEgIHwgMjAuMiAgfCAyNy4yICB8IDQwLjggIHwKfCAgICAgICAgICAgIHwg5oC76K6h77yI5Lq/576O5YWD77yJ77yaIHwgICAgICAgICAgfCAxOC41NSB8IDM1LjYxIHwgODAuODMgfCAxMDMuMDJ8IDExMy44NnwgMTE1Ljc2fAp8IDMpIOaCsuinguWBh+iuviB8IDQwMEcgICB8IFZDU0VMICAgIHwgMC45ICAgfCAwLjMgICB8IDAuMSAgIHwgLSAgICAgfCAtICAgICB8IC0gICAgIHwKfCAgICAgICAgICAgIHwgICAgICAgIHwgRU1MICAgICAgfCAzLjYgICB8IDEuMiAgIHwgMC43ICAgfCAtICAgICB8IC0gICAgIHwgLSAgICAgfAp8ICAgICAgICAgICAgfCAgICAgICAgfCDnoYXlhYkgICAgIHwgMC4xICAgfCAwLjIgICB8IDAuMSAgIHwgLSAgICAgfCAtICAgICB8IC0gICAgIHwKfCAgICAgICAgICAgIHwgODAwRyAgIHwgVkNTRUwgICAgfCAxLjYgICB8IDEuNiAgIHwgMS42ICAgfCAxLjIgICB8IDAuNSAgIHwgMC4yICAgfAp8ICAgICAgICAgICAgfCAgICAgICAgfCBFTUwgICAgICB8IDguOCAgIHwgNi41ICAgfCA4LjQgICB8IDUuMiAgIHwgMS42ICAgfCAwLjcgICB8CnwgICAgICAgICAgICB8ICAgICAgICB8IOehheWFiSAgICAgfCAwLjggICB8IDEuOSAgIHwgNC40ICAgfCAzLjUgICB8IDEuOCAgIHwgMC44ICAgfAp8ICAgICAgICAgICAgfCAxLjZUICAgfCBFTUwgICAgICB8IDEuOCAgIHwgNS44ICAgfCAxNS4xICB8IDE3LjMgIHwgMTAuNCAgfCA0LjcgICB8CnwgICAgICAgICAgICB8ICAgICAgICB8IOehheWFiSAgICAgfCAwLjMgICB8IDIuNSAgIHwgOC4yICAgfCAxMC42ICB8IDYuNCAgIHwgMi45ICAgfAp8ICAgICAgICAgICAgfCAzLjJUICAgfCBFTUwgICAgICB8IDAuNSAgIHwgMS4zICAgfCAyLjMgICB8IDcuMiAgIHwgMTMuOCAgfCAxOC43ICB8CnwgICAgICAgICAgICB8ICAgICAgICB8IOehheWFiSAgICAgfCAwLjIgICB8IDAuNyAgIHwgMS42ICAgfCA1LjcgICB8IDE0LjUgIHwgMTkuNiAgfAp8ICAgICAgICAgICAgfCBDUE8gICAgfCAgICAgICAgICB8IC0gICAgIHwgMC4zICAgfCA3LjYgICB8IDEwLjEgIHwgMTguMSAgfCAyNC41ICB8CnwgICAgICAgICAgICB8IOaAu+iuoe+8iOS6v+e+juWFg++8ie+8miB8ICAgICAgICAgIHwgMTguNTUgfCAyMi4zMiB8IDUwLjA4IHwgNjAuNjIgfCA2Ny4xMCB8IDcyLjAzIHwKCui1hOaWmeadpea6kO+8mkxpZ2h0Q291bnRpbmfjgIHmmJPlpKnlhYnpgJrkv6HjgIHkuK3llYbkuqfkuJrnoJTnqbbpmaLjgIHmmbrnoJTlkqjor6LjgIFDMTE0IOmAmuS/oee9keOAgeS4ieiPseeUteacuuOAgeaYk+mjnuaJrOmAmuS/oeOAgemjnumAn+OAgeWNjui+sOiKr+WFieOAgeaLm+WVhg==
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
所属报告:
光芯片行业深度报告:供需缺口持续国产光芯片厂商成长空间打开-260425(33页).pdf
打包全文图表
相关数据
博通推出的200GEML,适用于1.6T光模块
fCDpobnnm64gfCDlhoXlrrkgfAp8IC0tLSB8IC0tLSB8Cnwg5Lqn5ZOB5ZCN56ewIHwg5Y2a6YCa5o6o5Ye655qEMjAwRyBFTUzvvIjpgILnlKjkuo4xLjZU5YWJ5qih5Z2X77yJIHwKfCDlhbPplK7nu4Tku7YxIHwgMjAwR2JwcyBFTUwgRGllIHwKfCDlhbPplK7nu4Tku7YyIHwgMjAwR2JwcyBQSU4gUGhvdG9kZXRlY3RvciB8Cnwg5pW05L2T5Lqn5ZOBIHwgU2luZ2xlIG1vZGUgMS42VGJwcyBFTUwgLSBiYXNlZCBUcmFuc2NlaXZlciB8CgrotYTmlpnmnaXmupDvvJpCcm9hZGNvbeOAgeaLm+WVhuivgeWIuA==
收藏
行业数据
2026-04-28
原图定位
查看详情
索尔思200GEML芯片
fCDkuqflk4Hlnovlj7cgICB8IOinhOagvO+8iEVNTO+8iSB8CnwtLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLXwKfCAxMTJHIEVNTCAgIHwgMTEyRyAgICAgICAgfAp8IDIyNEcgRU1MICAgfCAyMjRHICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrorq/nn7PlhYnpgJrorq/nvZHjgIHmi5vllYbor4HliLg=
收藏
行业数据
2026-04-28
原图定位
查看详情
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
fCDlubTku70gfCDkuqflk4HnsbvlnosgfCDkuqflk4HlkI3np7AgfCDmj4/ov7AgfAp8IC0tLSB8IC0tLSB8IC0tLSB8IC0tLSB8CnwgMTk5OCB8IFZDU0VMIHwgMUcgVkNTRUwgfCAtIHwKfCAyMDA0IHwgVkNTRUwgfCAxMEcgVkNTRUwgfCAtIHwKfCAyMDEzIHwgVkNTRUwgfCAyNUcgVkNTRUwgfCAtIHwKfCAyMDE5IHwgVkNTRUwgfCA1MEcgVkNTRUwgfCAtIHwKfCAyMDIzIHwgVkNTRUwgfCAxMDBHIFZDU0VMIHwgLSB8CnwgMjAyNSB8IFZDU0VMIHwgMjAwRyBWQ1NFTCB8IC0gfAp8IC0gfCBFTUwgfCAyLjVHIEVNTCBhbmQgRE1MIHwgQVQmVCB8CnwgLSB8IEVNTCB8IDEwRyBFTUwgYW5kIERNTCB8IEFUJlQgfAp8IC0gfCBFTUwgfCA1MEcgRU1MIGFuZCBETUwgfCBBdmFnbyBUZWNobm9sb2dpZXMgfAp8IC0gfCBFTUwgfCAxMDBHIEVNTCB8IC0gfAp8IC0gfCBFTUwgfCAyMDBHIEVNTCB8IC0gfAp8IC0gfCBFTUwgfCBOZXh0IEdlbiBFTUwgfCAtIHwKfCAtIHwgQ1BPIHwgQmFsbHkgQ1BPIHwgLSB8CnwgLSB8IENQTyB8IE5leHQgR2VuIENQTyB8IC0gfAoK6LWE5paZ5p2l5rqQ77ya5Y2a6YCa5Y+R5biD5Lya
收藏
其它
2024-07-05
原图定位
查看详情
图23、三菱单波200GEML芯片及800G光模块示
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
收藏
其它
2024-05-11
原图定位
查看详情
博通200GEML方案厂商产品带宽SerDes产品进度
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
收藏
其它
2024-03-18
原图定位
查看详情
图12、三菱单波200GEML芯片及800G光模块示
fCAyMDBHYnBzIEVNTOiKr+eJhyB8IDIwMEdicHMgfCA4MDBHYnBzIHwKfC0tLS0tLS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tfC0tLS0tLS0tLS18Cnwg5Y+R5bCE56uv5Y+jICAgICAgICAgfCDms6Lplb8xICAgIHwg5ZCI5rOi5ZmoICAgfAp8IOaOpeaUtuerr+WPoyAgICAgICAgIHwg5rOi6ZW/NCAgICB8IOWIhuazouWZqCAgIHw=
收藏
其它
2024-02-02
原图定位
查看详情
最新数据
全球全年龄段奶粉市场规模(亿美元)
收藏
行业数据
2026-07-30
原图定位
查看详情
全球酸奶及发酵乳制品市场规模(亿美元)
收藏
行业数据
2026-07-30
原图定位
查看详情
全球药用级益生菌市场规模(百万美元)
收藏
行业数据
2026-07-30
原图定位
查看详情
全球益生菌膳食补充剂市场规模及增速
收藏
行业数据
2026-07-30
原图定位
查看详情
全球拥有AKK专利菌株的核心企业
收藏
行业数据
2026-07-30
原图定位
查看详情
从供需格局来看,我们预计高速光芯片短缺仍将持续至 27年。根据我们的中性假设,预计 27年 200G EML需求将达到 1.59亿颗(26年预计 0.75亿颗),70mWCW光源需求达 1.35亿颗(26年预计 0.69亿颗),100mW CW光源需求达 1.52亿颗(26年预计 0.58亿颗),主要高速率光芯片需求均将实现翻倍增长。在需求高速增长与供给扩产缓慢的双重作用下,预计光芯片供给失衡格局将持续至2027年以后。
行业数据
原图定位
当前图表所属:
光芯片行业深度报告:供需缺口持续国产光芯片厂商成长空间打开-260425(33页).pdf
2026年光芯片行业报告:供不应求持续,国产替代窗口开启
不同假设下25年-30年激光器行业市场空间测算(亿美元)
北美CSP厂商ASIC与光模块配比
25年800G传统光模块与硅光模块组件成本分拆(美元,%)
下载图片或Excel,需升级至尊VIP会员或「预见者」VIP
立即去升级
客服
商务合作
小程序
服务号
回到顶部
折叠
微信扫码登录
微信扫码登录
双重福利,扫码领取!
关注公众号『三个皮匠报告』,免费领取报告
1.100+最新优质行业报告
2.每周免费精选报告分享
手机快捷登录
账号登录
记住密码
忘记密码?
验证即登录,未注册将自动创建账号
获取验证码
收不到验证码注意事项
登录代表您已阅读并同意
《三个皮匠服务条款》