CPO technology, known as the shining pearl of co-packaged optics, skillfully integrates optoelectronic devices and electronic chips in the same package, as if the dancers show elegance and harmony in a close pas de deux. This innovative technology closely connects the optical transceiver module with the high-speed electronic circuit, like a symphony of photoelectric interweaving, playing a colorful movement of optoelectronic integration. The charm of CPO technology lies in its wisdom of simplifying the complex. It delicately reduces the size of the module, like a fashion designer's clever cut, making the whole more refined; It reduces energy consumption, just like the exquisite skills of energy saving masters, making the system greener; It increases the data transfer rate, like a speeding train on the information superhighway, making communication faster. All this is due to the fact that it simplifies the system structure and enhances the performance and reliability of the overall system, just like a solid framework carefully designed by architects, providing solid support for the whole system.
At the heart of CPO technology is its high level of integration at the package level. The optics and electronics are seamlessly connected in the package like a hand-in-hand dancer. This connection reduces the loss and delay of signal transmission, like an optimized information channel, making data transmission more efficient and stable. Another highlight of CPO technology is to make optoelectronic devices more compact, as if condensing a huge city in the palm of your hand, which not only reduces the size of the system, but also reduces the power consumption, and improves the integration and reliability of the system. In general, CPO technology, with its unique charm of photoelectric fusion, is bringing unprecedented changes to our lives and work. It is the shining jewel of optoelectronic technology and the key to a more efficient, greener and more reliable future.
With the rapid development of information technology and the in-depth promotion of digital transformation, CPO technology, as an important innovation in the field of optical communication, has been highly valued and supported by policies in various countries.
The east wind of policy and the call of the market have jointly plugged in the wings for the take-off of CPO technology. Many countries have listed it as a strategic emerging industry, not only formulating detailed development plans, but also generously providing financial support to create a high-quality industrial ecological environment and promote the research and development and application of this cutting-edge technology. Under the spring breeze of this policy, CPO technology is like a blooming flower, blooming with infinite vitality.
With the rapid development of cloud computing, big data, artificial intelligence and other technologies, the market has an increasingly strong thirst for high-speed, high-efficiency and high-reliability optical communication technology. CPO technology, as the key to satisfying these desires, is gradually shining in data centers, communication networks, cloud computing and other fields. Looking to the future, the market for CPO technology will continue to expand like a snowball, showing unlimited development potential.
In this magnificent market picture, technological innovation and progress are the inexhaustible driving force to promote the take-off of CPO technology. Domestic and foreign enterprises are competing to invest in research and development, optimize the packaging structure, improve the performance of optical components, reduce costs, and strive to take the lead in this technology competition. It is these continuous innovation efforts that push CPO technology to move forward in the wind and waves, opening a new chapter after another.
For this reason, after repeated review and research, the author will "cpoThe concept has been carefully sorted out, and 4 high-quality leading enterprises have been selected, especially the best one, which has a very high chance of certainty, and it is recommended to collect it.
I have also selected a soon-to-be-launched "CPO" concept, backed by a "trillion tuyere", which is expected to double the main rising wave, and the optimistic logic is as follows:
1. The company's main products are camera filters and optical communication components, which are widely used in many terminal fields of the optical communication industry such as data centers. These products are like the pearls of the optical communication industry, dazzling, and contribute to the prosperity and development of the industry.
2. The stock price is currently in an upward channel, just like a giant dragon looking back and waiting to go. At the same time, the distribution of chips presents a single-peak pattern and is highly concentrated, showing the firm confidence of the main funds in the market. Recently, large funds have continued to pour in, pushing the stock price upward as a whole. Daily**, weekly**, and monthly** are all in the golden cross area, forming a strong **signal.
3. In addition, the company also has the advantages of low price, low position and low valuation. Driven by the bottom price limit, the stock price broke through the annual line strongly, and the MACD three-line golden fork showed the strong control of the main funds. Such a ** is like a dark horse, galloping on the track of the market, which deserves the close attention of investors. In order not to disturb the layout of the main force, there is not much to say here, wait for time, soar into the sky,Friends who want to keep up with the rhythm of the layout can send a [number three six] on the main page to share it for free
2, Kechuan Technology
Total market capitalization: 356.3 billion
In the initial stage, the subsidiary, Interlei, will focus on methane laser sensors and optical modules with a rate of 100G or less.
3. San'an Optoelectronics
Total market capitalization: 68.2 billion
The company's optical technology business can provide customers with optical chips at various rates, including high-speed chips; The company has a 400G optical engine business and can provide products to module manufacturers.
Accelink
Total market capitalization: 26.2 billion
The company has technical reserves in the field of optoelectronic co-packaging (CPO). The company is the world's leading supplier of optoelectronic devices and subsystem solutions; In the fields of optical communication transmission network, access network and data network, it has built a comprehensive solution from chips to devices, modules and subsystems; Provide customers with optoelectronic active modules, passive components, optical waveguide integrated devices, optical fiber amplifiers and other subsystem products.
5. Mingpu optical and magnetic
The company's key R&D project "silicon photonics integration project" is in the development stage, and it intends to achieve the industry-leading goal and improve the company's technical level by exploring new technology directions.
6. New Yisheng
A leading provider of optical transceiver solutions and services, through the acquisition of Alpineoptoelectronics, Inc., a foreign shareholding company, has been deeply involved in the market competition of silicon photonic modules, coherent optical modules and silicon photonic chip technologies.
7. Wufang Optoelectronics
The company has carried out optical thin film panel projects, optical components for LiDAR projects, optical communication filter projects, and optical communication filter projects have been mass-produced, helping the company to enter the optical communication industry.