CPO, once a little-known term in the communications industry, is gradually transforming into a shining star of the future. With the help of the wings of 6G communication and AI computing power, the CPO sector is like a phoenix, full of vitality, and has become a pioneer force to promote the communication industry to climb to new heights.
As the core link in the field of optical communication, CPO is known as the "cornerstone of AI computing power", which is like a majestic bridge, steadily connecting the two ends of data transmission and processing, and delivering a steady stream of energy for AI computing power.
According to authoritative data, communication ETFs rose the most in February, and the contribution of the CPO sector was indispensable.
The surge in demand for overseas AI computing power has brought unprecedented opportunities to domestic optical module manufacturers. In March 2023, 800G demand was pouring in, and shipments of 400G orders are expected to increase significantly in the second half of the year; This trend heralds the doubling of the capacity of switching chips every 2 years, and by 2025, 1The demand for 6T optical modules will become a reality.
As a shining pearl in the field of AI and high-performance computing, silicon photonics technology provides the possibility of the ideal form of CPO optical engine.
With the development of AI computing power, network speed is constantly improving. In this context, reducing power consumption and cost has become an urgent need in the field of optical modules. Fortunately, the mass production of 800G silicon photonics modules is imminent, looking forward to the future1In the 6T era, the advantages of silicon photonics and thin-film lithium niobate will be more significant.
CPO, standing on the cusp, will lead us into a new era of communication, an era full of infinite possibilities and opportunities.
It is also after long-term research and combing that the following related concept stocks have been sorted out:
JCET.
This leader in the field of optoelectronic technology in China works with customers and partners around the world to jointly tap the endless potential of CPO optoelectronic packaging products; Not only have they developed solutions that provide robust and reliable high-speed data transmission support for mobile phone products, but they have also expanded the range of applications for the technology, which is now extended to data centers to reach new heights around the world.
Zhongjing Electronics.
Also shining in the field of optoelectronics is Zhuhai Zhongjing. In the face of technical barriers from 25G to 400G optical modules, they not only forged ahead bravely and broke through many difficulties, but also showed remarkable production capacity on this basis. High-end processes such as core plus core high-speed mixed pressing, four-sided or three-sided gold, segmented gold finger, nickel and palladium gold have become commonplace in their production lines, demonstrating Zhuhai Zhongjing's strong strength in the field of optical modules.
Optical library technology.
It is unique in the field of micro-connection products. High-end products such as 90° bending fiber arrays, 400G DR4 components, multi-channel fiber arrays, and polarization-maintaining fiber arrays are all from their exquisite production lines; These products are widely used in 400g 800g 16T and other high-speed and ultra-high-speed optical modules have injected a steady stream of vitality into the development of the global optical communication industry.
Jufei Optoelectronics.
It has profound accumulation and technical strength in the field of optical communication industry. In addition to its own optical module packaging business, the company also has a stake in its subsidiary Xilian Optical Core, focusing on the R&D and production of silicon photonics chips; This silicon photonic chip is the key component required for CPO technology, and its excellent performance and stability provide strong support for the wide application of CPO technology.
Mercedes-Benz Information.
It is also actively seeking breakthroughs in the field of optical communication industry. The company acquired 25% of the equity of Wuhan Feiwo, further expanding its layout in the field of optical communication industry; Since its establishment in June 2012, Wuhan Feiwo has been committed to the R&D, production and sales of 5G optical communication products, with a full range of optical module products and solutions; This acquisition not only brings abundant technical resources and market channels to Mercedes-Benz, but also further enhances the company's comprehensive strength and market influence in the field of optical communication industry.
The last one is selected and the most valued for the following reasons:
With its outstanding achievements in semiconductor and CPO technology, it ranks among the top companies in the industry;
It focuses on 1The R&D and production of 6T optical modules have provided indispensable support for communication equipment manufacturers and become their important partners.
Recently, the number of shareholders of the company has surged by 92% to a staggering 80,000, showing that the market has paid close attention to and recognized it.
At the same time, the inflow of main funds is also as high as 300 million, which provides strong support for its stock price;
Currently, the company's market capitalization is just over 5 billion, but this market capitalization is clearly undervalued considering its strong technical strength and broad market prospects.
From a technical point of view, the company's stock price shows a classic duck head trend, with a strong break through the trend line at the bottom, showing its strong resistance to decline;
The pattern of one yang crossing multiple lines is even more eye-catching, showing a high degree of control of the main funds and a strong willingnessIt is expected to rise from $15 to $35
In order not to disturb the main force, the last one was placed in the internal reference of potential stocks(The avatar is a small envelope, and it is 8, and it is immediately displayed**, not Pingloun District).