The "new darling" of the market, optical modules ushered in the second spring of development, who is the next "Cambridge"?
The CPO, as one of the sectors with the highest institutional participation in the AI concept, can also perform in this way
As we all know, December every year is a performance ranking battle for major institutions, and at this time, institutions with heavy CPO positions have a certain position advantage. Since June this year, the timing and magnitude of the correction have been relatively sufficient, so these heavily weighted concept stocks are more likely to stand out in the current market environment.
First of all, with the rapid development of AI, popular applications like PIKA are expected to continue to emerge. The iteration cycle of large models will also continue to accelerate, which makes computing resources more scarce. As a result, the demand for computing power will continue to remain strong.
Secondly, North American downstream cloud vendors have successively disclosed their capital expenditures and order requirements in 2024. AI construction efforts are also continuing to be strengthened, which will be catalyzed again with the increase in the scale of computing power and the switching rate of optical modules.
In addition, Nvidia's previously announced plan for the release of computing power chips in the next two years will also be likely to become an acceleration 1It is a catalyst for the iteration of 6T optical modules and technological changes such as silicon photonics. This means that in the next two years, the demand for optical modules will be further increased, and technologies such as silicon photonics will also be more widely used in the field of computing power.
At the same time, the development of AI, the demand of downstream cloud manufacturers in North America, and NVIDIA's computing chip release plan will further promote the prosperity of the optical module market.
Therefore, in the field of optical modules and CPO, it is expected to achieve further share improvement by virtue of technical layout, stability and cooperation with existing customers, as well as other leading companies are also expected to overtake into the downstream system
1. Tianfu Communication
Based on the field of optical communication, the company has long been committed to the research, production, sales and service of various medium and high-speed optical device products, and provides vertical integration one-stop solutions for downstream customers.
2. Jiulian Technology
At present, some of the company's data center optical modules have adopted CPO technology.
3. Zhongji Innolight
The company focuses on the development of the optical transceiver industry, and has a number of product types, including 10GSFPGGXFP, 25GSFPGQSFPGCFP4 QSFPGOSFP QSFP and other series.
4. New Yisheng
The company's main products are point-to-point optical transceivers and PON optical transceivers, and there are more than 3,000 kinds of different types of optical transceiver products.
5. Shijia Photon
The company's PLC optical splitter chip series products, DFB laser chip series products, as well as optical fiber and cable and polymer materials and other products have been applied in large-scale batches in gigabit city construction.
6, Taichenguang
The company has been deeply involved in the optical communication industry for more than 20 years, and has the ability to integrate optical components and their components, optical transceiver systems and other packaging and integration, and has experience in overall optical interconnection solutions.
(Disclaimer: The above information** on the Internet is for reference only and does not constitute decision-making advice. ）