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2025-2030ECPO在AI数据中心光通信模块出货占比预估
2025-2030ECPO在AI数据中心光通信模块出货占比预估
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通信行业半年度投资策略:全球算力基建加速景气度持续攀升-260611(40页).pdf
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图36、全球数据中心用电量及区域占比
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行业数据
2026-07-20
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图27、2024-2029年全球数据中心液冷市场规模
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市场规模
2026-07-20
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全球全年龄段奶粉市场规模(亿美元)
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CPO 逐步进入产业化部署周期。CPO 指的是交换 ASIC 芯片和硅光引擎(光学器件)在同一高速主板上协同封装,从而降低信号衰减、降低系统功耗、降低成本和实现高度集成。CPO 技术可以缩短交换芯片和光引擎之间的距离,以帮助电信号在芯片和引擎之间更快地传输,由此降低功耗、减少尺寸并提高效率。CPO 行业标准形成预计还要一定时间,但 CPO 的成熟应用或许会带来光模块产业链生态的重大变化。基于硅光与 CPO 的光互连技术,有望率先导入在 NVIDIA Rubin 世代机柜间数据传输的 Scale-out 互联,后续或将光互连整合至未来的 Scale-up 互连架构中,以实现更高的带宽密度。据 TrendForce集邦咨询估计,2026 年用于 AI 数据中心的光通信模块中,CPO 渗透率仅约0.5%。随着硅光与 CPO 封装技术逐渐纯熟,跨机柜的 Scale-Up 光互连数据传输最快将于 Rubin Ultra 或 Feynman 世代开始出现。在数据传输带宽不断提高的情况下,2030 年左右硅光 CPO 于 AI 数据中心的渗透率有机会达到 35%水平。
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