The core leader of CPO optical communication , holding trillions of orders, and its net profit incr

Mondo Finance Updated on 2024-03-01

CPO, or "Co-packaged Optics", is a technology that assembles network switching chips and optical modules on the same slot.

The emergence of this technology enables chips and modules to be co-packaged, thus forming a highly integrated system, and CPO technology has shown its unique advantages in the application of high-transmission rate data centers. It can achieve low power consumption and high energy efficiency in high computing power scenarios, bringing more energy-saving and efficient solutions to data centers.

Optical communication, as a technology that uses optical signals to transmit information, has significant advantages such as fast transmission speed and strong anti-interference ability.

In the digital age, optical communication has become an important means of information transmission.

As a device used in optical fiber communication system, the role of CPO can not be ignored, through CPO technology, the optical signal can be evenly distributed to a plurality of sub-channels, so as to realize the transmission of multiple optical signals, the application of this technology, not only improves the efficiency of information transmission, but also further enhances the stability of the optical communication system.

With the continuous advancement of technology,CPO is expected to become an important technology in the field of data center and optical communication in the future, and its emergence will bring broader prospects for the development of information transmission and data center.

With the continuous expansion of the global communication network, the data traffic is increasing, and the traditional optical fiber communication technology can no longer meet the current needs; In order to meet this challenge, CPO+ optical communication technology has emerged, which provides new possibilities for solving data transmission problems.

CPO+ optical communication technology adopts advanced chip integration technology, which highly integrates photonic integrated circuits and electronic integrated circuits at the chip level to achieve high-speed and efficient conversion of photoelectric signals; The application of this technology will greatly improve the speed and stability of data transmission and meet the needs of emerging technologies such as 5G and the Internet of Things for data transmission. With the popularization of 5G and Internet of Things technology, the amount of data transmission in various industries will usher in explosive growth. As an efficient and stable data transmission solution, CPO+ optical communication technology will provide strong support for the innovation and development of various industries. Whether it is emerging fields such as cloud computing, big data, and artificial intelligence, or the transformation and upgrading of traditional industries, CPO+ optical communication technology will play an important role. According to the market research institute**, by 2025, the global optical communication market will reach 120 billion US dollars, in this huge market, CPO, as an important part of optical communication, its market size will also usher in rapid growth; With the continuous progress of technology and the continuous expansion of application scenarios, the market prospect of CPO+ optical communication technology will be broader.

Today, after in-depth research, we have tapped several related potentials** for you, especially the last one with the most potential and the most optimistic!

Roboteco. FCONTEC, an indirect shareholding company, has recently successfully shipped a batch of CPO (co-packaged optical) assembly equipment; This batch of equipment includes on-chip integrated placement equipment, fiber pretreatment, fiber array coupling and assembly equipment, etc., marking an important step in the commercial application of CPO technology.

Yuanjie Technology. The company's CW high-power laser technology has been proven to be widely used in the field of CPO technology, providing strong technical support for the commercialization of the technology.

Unisplendour shares. As a leader in cloud computing infrastructure construction and industry intelligent application services, it has a comprehensive and in-depth layout of the industrial chain of "core, cloud, network, side and end". The company has the ability to vertically integrate the whole industry chain and vertical technology from general-purpose products to industry-specific products, from core chips to complete systems, to data middle platforms, to cloud applications, and provides a full range of digital solutions for various industries.

New Yisheng. As the leading optical module manufacturer, the main products include point-to-point optical transceiver and PON optical transceiver, and there are more than 3,000 kinds of different types of optical transceiver products. These optical modules are widely used in industries such as data broadband, telecom communications, FTTX, data centers, security monitoring, and smart grids. New E-Sheng can provide customers with customized product services and a package of solutions to meet the diverse needs of customers.

The last one is the most optimistic.

In 2022, there is a ** old demon in the market, whose stock price has fallen by more than 75% in the past year, and after half a year of bottom ** washing, the ** has gradually accumulated strong ** momentum.

It not only integrates market hotspots, but also has high-quality attributes such as low-priced, low-priced, and small-cap stocks; At present, the total market value of the ** is only more than 5 billion, but the main funds are being deployed in depth.

Recently, the ** started with the price limit, showing a strong upward trend, and at the same time, the chips are highly concentrated, which is an obvious signal in the early stage of the start.

From a technical point of view, the chip distribution of the ** presents a single-peak pattern, which means that there is no large number of hedging disks above, and the profit ratio is as high as more than 90%.

At present, the ** is in an upward channel, and the main funds are showing obvious signs of opening positions. When stepping back on the shuffle, the trading volume shrinks significantly, showing a state of multiplier or heap, which is usually a precursor to the start.

In addition, the daily, weekly, and monthly lines of the MACD indicator have been golden crosses, indicating that the stock price is about to usher in a wave of *** From the overall trend, the ** shows an upward trend, which is the best time to enter the layout. In the short term, the increase is expected to be at least 60%, while the medium-term earnings are expected to double. (The last one, the avatar is a small envelope, and it is 8, and it is immediately displayed**, not Pinglun District).

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