What is co-packaged optics?
Co-packaged optics (CPO), also known as optoelectronic co-packaging, refers to the technology that can package multiple optical components such as CMOS chips, silicon photonic modules, lasers, beam splitters, and modulators in the same card slot. Compared with traditional packaging technology, co-packaged optics have the advantages of large bandwidth, low power consumption, and high integration, and are widely used in many fields such as data centers, 5G, cloud computing, and electronic and electrical.
The co-packaging optical industry started in the sixties of the last century, and its core technology was first mastered by European and American countries. Packaging and heat dissipation technology, high-density optoelectronic chip design technology, and high-density and high-bandwidth connector technology are important components of co-packaging optical technology. Co-packaging optics is a high-speed packaging technology, and with the deepening of research in the future, the development prospects of its industry will continue to improve.
In recent years, Chinese enterprises and related scientific research institutions have continuously increased their research on co-packaging optical technology. In August 2023, the China Electronics Industry Standardization Technology Association officially released China's first CPO technical standard "Semiconductor Integrated Circuit Optical Interconnection Technology Interface Requirements" (T CESA 1266-2023), which is revised by local enterprises and experts. In the future, with the gradual implementation of technical standards, the development speed of China's co-packaged optical industry will continue to accelerate.
According to the "2023-2028 Co-packaged Optics (CPO) Industry Market In-depth Research and Investment Prospect** Analysis Report" released by the New Thinking Industry Research Center, co-packaged optics are widely used in many fields such as data centers, 5G, cloud computing, and electronic and electrical. In the data center field, co-packaged optics can be used in AI servers as well as high-speed network switching unitsIn the field of 5G, co-packaged optics can be used to improve the quality and speed of 5G communicationIn the field of cloud computing, co-packaged optics can be used for large-scale data processing. Benefiting from the continuous expansion of downstream applications, the co-packaged optical market will further grow and is expected to exceed $5 billion by 2028.
Yuanjie Technology
Company highlights: The market share of 10G laser chips ranks first in the world.
Main business: R&D, design, production and sales of optical chips.
Forging intelligence
Company Highlights: A leading enterprise in the domestic hydraulic press industry.
Main business: to provide customers with hydraulic presses, mechanical presses, color sorters, mobile crushing and screening equipment, intelligent integrated control.
New Yisheng
Company Highlights: A leading provider of optical transceiver solutions and services.
Main business: R&D, design, testing and sales of high-performance optical modules.
Riseconda
Company Highlights: A leading enterprise in domestic optical fiber communication access equipment.
Main business: to provide customers with access layer network products, technical services and comprehensive solutions.
Tengjing Technology
Company highlights: The company's precision optical components and other advantageous products have a high market influence in the subdivided field.
Main business: engaged in the research and development, production and sales of various precision optical components and optical fiber devices.
(The above content is for study and exchange only, does not constitute investment advice, and is not used as the basis for investment decisions）