{"id":1205,"date":"2026-07-08T13:57:50","date_gmt":"2026-07-08T05:57:50","guid":{"rendered":"https:\/\/www.zhangting.us\/?p=1205"},"modified":"2026-07-24T06:46:10","modified_gmt":"2026-07-23T22:46:10","slug":"cpo-%e4%b8%93%e4%b8%9a%e4%bc%9a%e8%ae%ae%e6%98%aflightcounting-cpo-%e8%99%9a%e6%8b%9f%e4%bc%9a%e8%ae%ae%ef%bc%8c%e5%b0%86%e4%ba%8e7-%e6%9c%88-15-%e6%97%a5%e4%b8%be%e8%a1%8c","status":"publish","type":"post","link":"https:\/\/www.zhangting.us\/index.php\/2026\/07\/08\/cpo-%e4%b8%93%e4%b8%9a%e4%bc%9a%e8%ae%ae%e6%98%aflightcounting-cpo-%e8%99%9a%e6%8b%9f%e4%bc%9a%e8%ae%ae%ef%bc%8c%e5%b0%86%e4%ba%8e7-%e6%9c%88-15-%e6%97%a5%e4%b8%be%e8%a1%8c\/","title":{"rendered":"CPO \u4e13\u4e1a\u4f1a\u8bae\u662fLightCounting CPO \u865a\u62df\u4f1a\u8bae\uff0c\u5c06\u4e8e7 \u6708 15 \u65e5\u4e3e\u884c"},"content":{"rendered":"
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\n\t\t\t\t\t<\/svg><\/span>\n\t\t\t\t\t\u751f\u6210\u6458\u8981<\/span>\n\t\t\t\t\t<\/path><\/svg><\/span>\n\t\t\t\t<\/div>\n\t\t\t\t
\u4f60\u662f\u5426\u5728\u5173\u6ce8CPO\uff08\u5171\u5c01\u88c5\u5149\u5b66\uff09\u7684\u91cf\u4ea7\u65f6\u95f4\u8868\uff0c\u5374\u53d1\u73b0\u5e02\u573a\u4e0a\u7684\u9884\u6d4b\u6781\u5176\u6df7\u4e71\uff1f\u4e00\u8fb9\u662f\u82f1\u4f1f\u8fbe\u8ba1\u52122026\u5e74\u91cf\u4ea7\u7684\u4e50\u89c2\u9884\u671f\uff0c\u53e6\u4e00\u8fb9\u5219\u662fSemiAnalysis\u5c06\u5176\u63a8\u8fdf\u81f32028\u5e74\u7684\u60b2\u89c2\u9884\u5224\u3002\u8fd9\u79cd\u8ba4\u77e5\u6495\u88c2\u80cc\u540e\uff0c\u5176\u5b9e\u85cf\u7740\u4e00\u4e2a\u88ab\u5927\u591a\u6570\u4eba\u5ffd\u7565\u7684\u6b8b\u9177\u771f\u76f8\uff1aCPO\u7684\u751f\u6b7b\u7ebf\u4e0d\u5728\u4e8e\u82af\u7247\u8bbe\u8ba1\uff0c\u800c\u5728\u4e8e\u53f0\u79ef\u7535PIC\u4ea7\u80fd\u7684\u7206\u53d1\u901f\u5ea6\u4ee5\u53ca\u826f\u7387\u7684\u751f\u6b7b\u535a\u5f08\u3002\u5373\u5c06\u5230\u6765\u7684LightCounting\u865a\u62df\u4f1a\u8bae\u5c06\u63ed\u5f00\u535a\u901a\u3001Marvell\u7b49\u5de8\u5934\u7684\u771f\u5b9e\u4ea4\u4ed8\u8fdb\u5ea6\uff0c\u7a76\u7adf\u662f\u63d0\u524d\u5e03\u5c40\u8fd8\u662f\u6389\u5165\u9677\u9631\uff1f<\/div>
\u2014 AI \u751f\u6210\uff0c\u4ec5\u4f9b\u53c2\u8003<\/span><\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n

CPO \u884c\u4e1a\u5f53\u524d\u6838\u5fc3\u9884\u671f\uff082026 \u5e74 7 \u6708\uff09<\/h3>\n\n\n\n

\u4e00\u3001\u91cf\u4ea7\u8fdb\u5ea6\u4e0e\u4ea4\u4ed8\u65f6\u95f4\u8868<\/h4>\n\n\n\n

\u8868\u683c<\/p>\n\n\n\n

\u5382\u5546<\/th>\u4ea7\u54c1<\/th>\u91cf\u4ea7 \/ \u4ea4\u4ed8\u8ba1\u5212<\/th>\u5173\u952e\u7ec6\u8282<\/th><\/tr><\/thead>
\u82f1\u4f1f\u8fbe<\/td>Spectrum-X \u4ee5\u592a\u7f51 CPO \u4ea4\u6362\u673a<\/td>2026 \u5e74 7 \u6708\u5c0f\u6279\u91cf\u4ea4\u4ed8\u5934\u90e8\u8d85\u7b97\u5ba2\u6237\uff0c9 \u6708\u5927\u89c4\u6a21\u91cf\u4ea7<\/td>\u6708\u4ea7\u80fd 1.2 \u4e07\u53f0\uff0c\u5168\u5e74\u4ea4\u4ed8\u8d85 10 \u4e07\u53f0\uff0c2027 \u5e74 Q1 \u5168\u884c\u4e1a\u8986\u76d6<\/td><\/tr>
\u82f1\u4f1f\u8fbe<\/td>Quantum-X InfiniBand CPO \u4ea4\u6362\u673a<\/td>2026 \u5e74\u521d\u5df2\u4e0a\u5e02<\/td>\u91c7\u7528 2.5D \u5c01\u88c5\uff0c\u652f\u6301 144 \u4e2a 800G \u7aef\u53e3\uff0c\u6700\u9ad8\u5e26\u5bbd 409.6Tb\/s<\/td><\/tr>
\u535a\u901a<\/td>\u7b2c\u4e09\u4ee3 CPO\uff08TH6-Davisson\uff09<\/td>2026 \u5e74 6 \u6708\u5168\u9762\u51fa\u8d27<\/td>\u63a8\u8fdb 200G\/lane\uff0c\u9762\u5411 512 + \u8282\u70b9 Scale-up \u57df\uff0c102.4T \u65b9\u6848\u5df2\u6210\u719f<\/td><\/tr>
\u53f0\u6e7e\u5149\u73af FOCI<\/td>CPO \u5149\u5f15\u64ce<\/td>2026 \u5e74 7 \u6708\u8d77\u786e\u8ba4\u91cf\u4ea7\u6536\u5165<\/td>\u4e3b\u8981\u4f9b\u8d27\u82f1\u4f1f\u8fbe Spectrum CPO \u4ea4\u6362\u673a\uff0c2027 \u5e74\u4e0b\u534a\u5e74\u65b0\u589e AMD MI500 \u7cfb\u5217\u4f9b\u5e94<\/td><\/tr>
Coherent<\/td>\u6c34\u5e73\u6269\u5c55 CPO<\/td>2026 \u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\u8d21\u732e\u6536\u5165<\/td>\u5782\u76f4\u6269\u5c55 CPO \u9884\u8ba1 2027 \u5e74\u4e0b\u534a\u5e74\u5f00\u59cb\u8d21\u732e\u6536\u5165<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

\u4e8c\u3001\u6280\u672f\u7a81\u7834\u4e0e\u5173\u952e\u8fdb\u5c55<\/h4>\n\n\n\n
    \n
  1. \u5eb7\u5b81 GlassBridge \u73bb\u7483\u6865\u6280\u672f<\/strong>\uff086 \u6708 24 \u65e5\u53d1\u5e03\uff09\uff1a\u89e3\u51b3 CPO \u5c01\u88c5\u4e2d\u7247\u4e0a\u5149\u6ce2\u5bfc\u4e0e\u5149\u7ea4\u8026\u5408\u96be\u9898\uff0c\u91c7\u7528\u6676\u5706\u7ea7\u79bb\u5b50\u4ea4\u6362\u5de5\u827a\u5728\u7279\u79cd\u73bb\u7483\u5185\u90e8\u751f\u6210\u57cb\u5165\u5f0f\u6e10\u53d8\u53cd\u5c04\u7387\u5149\u6ce2\u5bfc\uff0c\u914d\u5408\u73bb\u7483\u901a\u5b54\u6280\u672f\uff0c\u5927\u5e45\u63d0\u5347\u826f\u7387\u548c\u53ef\u9760\u6027<\/li>\n\n\n\n
  2. \u53f0\u79ef\u7535 PIC \u4ea7\u80fd\u7206\u53d1<\/strong>\uff1a\u6708\u4ea7\u80fd\u4ece\u76ee\u524d\u7ea6 500 \u7247\u5feb\u901f\u63d0\u5347\u81f3 2026 \u5e74 Q2 \u7684 1 \u4e07\u7247\u3001Q4 \u7684 1.5 \u4e07\u7247\uff0c2028 \u5e74\u81f3\u5c11 2.5 \u4e07\u7247\uff0c\u4e09\u5e74\u5185\u6269\u5bb9\u903e 30 \u500d\uff0c\u4e3a CPO \u5927\u89c4\u6a21\u91cf\u4ea7\u63d0\u4f9b\u5173\u952e\u652f\u6491<\/li>\n\n\n\n
  3. 200G\/lane \u6210\u4e3a\u4e3b\u6d41<\/strong>\uff1a\u535a\u901a\u3001Marvell \u7b49\u5382\u5546\u5df2\u5168\u9762\u5546\u7528 200G PAM4 \u7535\u82af\u7247\uff0c\u4e3a 3.2T\/6.4T CPO \u7aef\u53e3\u5960\u5b9a\u57fa\u7840<\/li>\n\n\n\n
  4. \u6df7\u5408\u65b9\u6848\u8fc7\u6e21<\/strong>\uff1a\u82f1\u4f1f\u8fbe\u8ba1\u5212 2027 \u5e74 Rubin \u5e73\u53f0\u91c7\u7528 \u201c\u94dc\u7f06 + CPO\u201d \u6df7\u5408\u65b9\u6848\uff0c2028 \u5e74 Feynman \u5e73\u53f0\u76f4\u63a5\u5207\u6362\u5230\u5168 CPO \u67b6\u6784<\/li>\n<\/ol>\n\n\n\n

    \u4e09\u3001\u5e02\u573a\u9884\u671f\u4e0e\u4e89\u8bae<\/h4>\n\n\n\n

    \u8868\u683c<\/p>\n\n\n\n

    \u673a\u6784<\/th>\u89c2\u70b9<\/th>\u5173\u952e\u9884\u6d4b<\/th><\/tr><\/thead>
    \u82f1\u4f1f\u8fbe<\/td>\u4e50\u89c2<\/td>CPO \u65e0\u5ef6\u671f\uff0c2026 \u5e74\u4e0b\u534a\u5e74\u91cf\u4ea7\u6309\u8ba1\u5212\u63a8\u8fdb\uff0c2027 \u5e74\u8fdb\u5165\u5feb\u901f\u589e\u957f\u671f<\/td><\/tr>
    LightCounting<\/td>\u4e2d\u6027<\/td>\u6709\u9650 CPO \u90e8\u7f72\u9010\u6b65\u5f00\u59cb\uff0c\u9ad8\u5bb9\u91cf\u90e8\u7f72 2027 \u5e74\u51fa\u73b0\uff0c3.2T CPO \u7aef\u53e3 2029 \u5e74\u8d85\u5343\u4e07\u7ea736\u6c2a<\/td><\/tr>
    Yole<\/td>\u4e2d\u6027<\/td>\u5927\u89c4\u6a21\u90e8\u7f72\u7a97\u53e3 2028-2030 \u5e74\uff0c200G \u5355\u901a\u9053\u5c06\u6210\u4e3a\u4e3b\u6d4136\u6c2a<\/td><\/tr>
    SemiAnalysis<\/td>\u60b2\u89c2<\/td>CPO \u89c4\u6a21\u5316\u91cf\u4ea7\u53ef\u80fd\u63a8\u8fdf\u81f3 2028-2029 \u5e74\uff0c\u4e3b\u8981\u74f6\u9888\u5728\u7cfb\u7edf\u826f\u7387<\/td><\/tr>
    Morgan Stanley<\/td>\u8c28\u614e\u4f46\u4e0d\u60b2\u89c2<\/td>2027 \u5e74\u5168\u7403\u5149\u5f15\u64ce\u51fa\u8d27\u7ea6 600-700 \u4e07\u9897\uff0c\u4f4e\u4e8e\u5e02\u573a\u4e00\u5ea6\u8ba8\u8bba\u7684 2000-3000 \u4e07\u9897\u533a\u95f436\u6c2a<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

    \u56db\u30017 \u6708 9 \u65e5\u865a\u62df\u6295\u8d44\u8005\u4f1a\u8bae\u53ef\u80fd\u6d89\u53ca\u7684 CPO \u76f8\u5173\u9884\u671f<\/h4>\n\n\n\n

    \u82e5\u4f1a\u8bae\u4e2d\u6709\u6570\u636e\u4e2d\u5fc3\u6216\u5149\u901a\u4fe1\u4f01\u4e1a\uff08\u5982 Zapata Quantum\u3001Prospect Markets \u7b49\uff09\u53c2\u4e0e\uff0c\u53ef\u80fd\u4f1a\u8ba8\u8bba\u4ee5\u4e0b CPO \u76f8\u5173\u8bdd\u9898\uff1a<\/p>\n\n\n\n

      \n
    1. AI \u6570\u636e\u4e2d\u5fc3\u8d44\u672c\u5f00\u652f\u8ba1\u5212\uff08\u5317\u7f8e\u56db\u5927\u4e91\u5382\u5546 2026 \u5e74\u5408\u8ba1\u4e0a\u4fee\u81f3 6700 \u4ebf\u7f8e\u5143\u4ee5\u4e0a\uff0c\u91cd\u70b9\u503e\u659c AI \u6570\u636e\u4e2d\u5fc3\u548c\u9ad8\u901f\u5149\u4e92\u8fde\u8bbe\u5907\uff09<\/li>\n\n\n\n
    2. CPO \u4e0e LPO\/NPO\/XPO \u7b49\u6280\u672f\u8def\u7ebf\u7684\u7ade\u4e89\u4e0e\u4e92\u8865\u5173\u7cfb\uff08Arista Networks \u63a8\u51fa\u7684 XPO \u6280\u672f\u56e0\u7ef4\u62a4\u4fbf\u5229\u3001\u8fc1\u79fb\u95e8\u69db\u4f4e\uff0c\u53ef\u80fd\u5148\u4e8e CPO \u5927\u89c4\u6a21\u91cf\u4ea7\uff09<\/li>\n\n\n\n
    3. \u5149\u6a21\u5757\u5e02\u573a\u589e\u957f\u9884\u671f\uff082026 \u5e74\u5168\u7403\u5149\u6a21\u5757\u5e02\u573a\u9884\u8ba1\u589e\u957f 60%\uff0c2031 \u5e74\u8fbe\u8fd1 600 \u4ebf\u7f8e\u5143\uff0c1.6T\/3.2T \u6a21\u5757\u548c CPO \u5c06\u6210\u4e3a\u4e3b\u8981\u589e\u957f\u5f15\u64ce\uff09<\/li>\n<\/ol>\n\n\n\n

      LightCounting CPO \u865a\u62df\u4f1a\u8bae\uff087 \u6708 15 \u65e5\uff09\u4e00\u9875\u901f\u89c8<\/h1>\n\n\n\n

      \u4f1a\u8bae\u57fa\u672c\u4fe1\u606f<\/h2>\n\n\n\n
        \n
      • \u65f6\u95f4<\/strong>\uff1a2026 \u5e74 7 \u6708 15 \u65e5\uff0c5-8 PM PST\uff08\u5317\u4eac\u65f6\u95f4 7 \u6708 16 \u65e5 8-11 AM\uff09<\/li>\n\n\n\n
      • \u5f62\u5f0f<\/strong>\uff1a\u7ebf\u4e0a\u865a\u62df\u4f1a\u8bae\uff0c1000 \u5e2d\u4f4d\uff0c\u542b\u4e13\u9898\u6f14\u8bb2\u3001\u5706\u684c\u8ba8\u8bba\u4e0e\u4e92\u52a8\u95ee\u7b54<\/li>\n\n\n\n
      • \u4e3b\u529e\u65b9<\/strong>\uff1aLightCounting LLC\uff08\u5149\u901a\u4fe1\u5e02\u573a\u6743\u5a01\u7814\u7a76\u673a\u6784\uff09<\/li>\n\n\n\n
      • \u6838\u5fc3\u4e3b\u9898<\/strong>\uff1aCPO\uff08\u5171\u5c01\u88c5\u5149\u5b66\uff09\u91cf\u4ea7\u8fdb\u5c55\u3001\u6280\u672f\u8def\u7ebf\u4e0e AI \u6570\u636e\u4e2d\u5fc3\u90e8\u7f72\u65f6\u95f4\u8868<\/li>\n<\/ul>\n\n\n\n
        \n\n\n\n

        \u8bae\u7a0b\u7ed3\u6784\uff08\u56db\u5927\u73af\u8282\uff09<\/h2>\n\n\n\n

        1. \u5f00\u573a\u4e0e\u6210\u719f CPO \u4f9b\u5e94\u5546\u4e13\u573a\uff081 \u5c0f\u65f6\uff09<\/h3>\n\n\n\n
          \n
        • \u4e3b\u6301\u4eba<\/strong>\uff1aVladimir Kozlov\uff08LightCounting CEO\uff09<\/li>\n\n\n\n
        • \u53c2\u4e0e\u5382\u5546<\/strong>\uff1a\u535a\u901a\uff08Broadcom\uff09\u3001Coherent\uff08\u76f8\u5e72\u516c\u53f8\uff09\u3001Marvell\uff08\u7f8e\u6ee1\u7535\u5b50\uff09<\/li>\n\n\n\n
        • \u6838\u5fc3\u8bae\u9898<\/strong>\uff1a\n
            \n
          • \u7b2c\u4e09\u4ee3 CPO \u4ea7\u54c1\u91cf\u4ea7\u4e0e\u4ea4\u4ed8\u6570\u636e\uff08\u535a\u901a TH6-Davisson \u5df2\u5168\u9762\u51fa\u8d27\uff09<\/li>\n\n\n\n
          • 200G\/lane \u6280\u672f\u5546\u7528\u8fdb\u5c55\u4e0e 3.2T\/6.4T \u7aef\u53e3\u89c4\u5212<\/li>\n\n\n\n
          • 2026-2027 \u5e74\u5ba2\u6237\u8ba2\u5355\u4e0e\u4ea7\u80fd\u722c\u5761\u8ba1\u5212<\/li>\n\n\n\n
          • \u4e0e\u82f1\u4f1f\u8fbe Spectrum-X\/Quantum-X \u5e73\u53f0\u7684\u517c\u5bb9\u6027\u6d4b\u8bd5\u7ed3\u679c<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n

            2. CPO \u521d\u521b\u4f01\u4e1a\u4e13\u573a\uff081 \u5c0f\u65f6\uff09<\/h3>\n\n\n\n
              \n
            • \u53c2\u4e0e\u5382\u5546<\/strong>\uff1aAvicena\u3001Celestial AI\u3001Lightmatter\u3001Nubis Communications<\/li>\n\n\n\n
            • \u6838\u5fc3\u8bae\u9898<\/strong>\uff1a\n
                \n
              • \u5dee\u5f02\u5316\u6280\u672f\u8def\u7ebf\uff08\u5982 Avicena \u7684\u5149\u5f15\u64ce\u65b9\u6848\uff09<\/li>\n\n\n\n
              • \u521d\u521b\u4f01\u4e1a\u4e0e\u5de8\u5934\u5408\u4f5c\u6a21\u5f0f\u4e0e\u8ba2\u5355\u60c5\u51b5<\/li>\n\n\n\n
              • \u6210\u672c\u4f18\u5316\u4e0e\u826f\u7387\u63d0\u5347\u7b56\u7565<\/li>\n\n\n\n
              • 2027 \u5e74\u5546\u4e1a\u5316\u843d\u5730\u65f6\u95f4\u8868<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n

                3. \u652f\u6301\u6280\u672f\u63d0\u4f9b\u5546\u4e13\u573a\uff081 \u5c0f\u65f6\uff09<\/h3>\n\n\n\n
                  \n
                • \u53c2\u4e0e\u5382\u5546<\/strong>\uff1aAlfalume\u3001Lumentum\u3001POET Technologies\u3001Scintil Photonics\u3001Senko Advanced Components<\/li>\n\n\n\n
                • \u6838\u5fc3\u8bae\u9898<\/strong>\uff1a\n
                    \n
                  • \u5149\u5f15\u64ce\u3001\u6fc0\u5149\u5668\u3001\u5149\u5b50\u96c6\u6210\u7535\u8def\uff08PIC\uff09\u7b49\u5173\u952e\u7ec4\u4ef6\u8fdb\u5c55<\/li>\n\n\n\n
                  • \u53f0\u79ef\u7535 PIC \u4ea7\u80fd\u6269\u5f20\u5bf9 CPO \u6210\u672c\u7684\u5f71\u54cd<\/li>\n\n\n\n
                  • \u5eb7\u5b81 GlassBridge \u73bb\u7483\u6865\u6280\u672f\u5546\u7528\u5316\u8fdb\u5c55<\/li>\n\n\n\n
                  • \u6d4b\u8bd5\u4e0e\u5c01\u88c5\u89e3\u51b3\u65b9\u6848\u4f18\u5316<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n

                    4. \u95ed\u5e55\u8ba8\u8bba\uff0830 \u5206\u949f\uff09<\/h3>\n\n\n\n
                      \n
                    • \u4e3b\u8bb2\u4eba<\/strong>\uff1aBrad Booth\uff08NLM Photonics CEO\uff09<\/li>\n\n\n\n
                    • \u4e3b\u9898<\/strong>\uff1a\u300aWas COBO ahead of its time?\u300b\uff08COBO \u662f\u5426\u751f\u4e0d\u9022\u65f6\uff1f\uff09<\/li>\n\n\n\n
                    • \u6838\u5fc3\u8ba8\u8bba<\/strong>\uff1aCPO \u4e0e COBO\u3001LPO\u3001NPO \u7b49\u6280\u672f\u8def\u7ebf\u7684\u5386\u53f2\u5bf9\u6bd4\u4e0e\u672a\u6765\u878d\u5408\u8d8b\u52bf<\/li>\n<\/ul>\n\n\n\n
                      \n\n\n\n

                      \u5173\u952e\u53c2\u4e0e\u65b9\u4e0e\u6838\u5fc3\u770b\u70b9<\/h2>\n\n\n\n

                      \u8868\u683c<\/p>\n\n\n\n

                      \u53c2\u4e0e\u65b9\u7c7b\u578b<\/th>\u4ee3\u8868\u4f01\u4e1a<\/th>\u6838\u5fc3\u770b\u70b9<\/th><\/tr><\/thead>
                      \u884c\u4e1a\u5de8\u5934<\/strong><\/td>\u535a\u901a<\/td>\u7b2c\u4e09\u4ee3 CPO \u5168\u9762\u51fa\u8d27\u6570\u636e\uff0c200G\/lane \u6280\u672f\u9886\u5148\u6027<\/td><\/tr>
                      <\/td>Coherent<\/td>\u6c34\u5e73 \/ \u5782\u76f4\u6269\u5c55 CPO \u6536\u5165\u8d21\u732e\u65f6\u95f4\u8868\uff082026 \u4e0b\u534a\u5e74 \/ 2027 \u4e0b\u534a\u5e74\uff09<\/td><\/tr>
                      <\/td>Marvell<\/td>\u4e0e\u82f1\u4f1f\u8fbe\u5408\u4f5c\u8fdb\u5c55\uff0c1.6T\/3.2T CPO \u7aef\u53e3\u89c4\u5212<\/td><\/tr>
                      \u521d\u521b\u529b\u91cf<\/strong><\/td>Avicena<\/td>\u5149\u5f15\u64ce\u4f9b\u8d27\u82f1\u4f1f\u8fbe Spectrum CPO \u4ea4\u6362\u673a\u60c5\u51b5<\/td><\/tr>
                      <\/td>Celestial AI<\/td>\u65b0\u578b\u8ba1\u7b97\u67b6\u6784\u4e0e CPO \u878d\u5408\u65b9\u6848<\/td><\/tr>
                      <\/td>Lightmatter<\/td>\u5149\u5b50\u8ba1\u7b97\u4e0e CPO \u534f\u540c\u4f18\u5316<\/td><\/tr>
                      \u7ec4\u4ef6\u4f9b\u5e94\u5546<\/strong><\/td>Lumentum<\/td>\u9ad8\u529f\u7387\u6fc0\u5149\u5668\u5e73\u53f0\u4e0e CPO \u6563\u70ed\u89e3\u51b3\u65b9\u6848<\/td><\/tr>
                      <\/td>POET<\/td>\u7845\u5149\u96c6\u6210\u6280\u672f\u964d\u4f4e CPO \u6210\u672c\u7684\u7a81\u7834<\/td><\/tr>
                      <\/td>Senko<\/td>\u9ad8\u5bc6\u5ea6\u5149\u7ea4\u8fde\u63a5\u89e3\u51b3\u65b9\u6848<\/td><\/tr>
                      \u5e02\u573a\u7814\u7a76<\/strong><\/td>LightCounting<\/td>\u53d1\u5e03 CPO \u6700\u65b0\u5e02\u573a\u9884\u6d4b\uff0c\u89c4\u6a21\u5316\u90e8\u7f72\u65f6\u95f4\u7a97\u53e3\u5224\u65ad<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
                      \n\n\n\n

                      \u6838\u5fc3\u9884\u671f\u8ba8\u8bba\u8bdd\u9898<\/h2>\n\n\n\n
                        \n
                      1. \u91cf\u4ea7\u65f6\u95f4\u8868\u5206\u6b67<\/strong>\uff1a2026 \u4e0b\u534a\u5e74\u5c0f\u89c4\u6a21\u90e8\u7f72 vs 2027 \u5927\u89c4\u6a21\u91cf\u4ea7 vs 2028-2029 \u771f\u6b63\u7206\u53d1<\/li>\n\n\n\n
                      2. \u6280\u672f\u8def\u7ebf\u7ade\u4e89<\/strong>\uff1aCPO \u4e0e LPO\/NPO\/XPO \u7684\u4f18\u52a3\u5bf9\u6bd4\uff0c\u6df7\u5408\u65b9\u6848\uff08\u5982\u82f1\u4f1f\u8fbe Rubin \u5e73\u53f0 “\u94dc\u7f06 + CPO”\uff09\u53ef\u884c\u6027<\/li>\n\n\n\n
                      3. \u6210\u672c\u4e0e\u826f\u7387\u74f6\u9888<\/strong>\uff1a\u53f0\u79ef\u7535 PIC \u4ea7\u80fd\u6269\u5f20\u80fd\u5426\u7f13\u89e3\u6210\u672c\u538b\u529b\uff1f\u5f53\u524d\u826f\u7387\uff08<70%\uff09\u5982\u4f55\u63d0\u5347\u81f3 90%+<\/li>\n\n\n\n
                      4. AI \u6570\u636e\u4e2d\u5fc3\u9700\u6c42<\/strong>\uff1a\u5317\u7f8e\u56db\u5927\u4e91\u5382\u5546 2026 \u5e74 6700 \u4ebf\u7f8e\u5143\u8d44\u672c\u5f00\u652f\u4e2d CPO \u5360\u6bd4\u9884\u6d4b<\/li>\n\n\n\n
                      5. \u6807\u51c6\u5316\u8fdb\u5c55<\/strong>\uff1aOCI MSA \u4e0e\u5f00\u653e CPX MSA \u5bf9 CPO \u751f\u6001\u7684\u63a8\u52a8\u4f5c\u7528<\/li>\n\n\n\n
                      6. \u529f\u8017\u4e0e\u6563\u70ed\u4f18\u5316<\/strong>\uff1a200G\/lane \u6280\u672f\u4e0b CPO \u529f\u8017\u63a7\u5236\u76ee\u6807\uff08<1.5W\/100G\uff09<\/li>\n<\/ol>\n\n\n\n
                        \n\n\n\n

                        \u5173\u952e\u5173\u6ce8\u6307\u6807<\/h2>\n\n\n\n
                          \n
                        • \u535a\u901a \/ Coherent\/Marvell \u516c\u5e03\u7684 2026 \u5e74 Q3-Q4 CPO \u51fa\u8d27\u91cf\u4e0e\u8ba2\u5355\u6307\u5f15<\/li>\n\n\n\n
                        • \u82f1\u4f1f\u8fbe Spectrum-X CPO \u4ea4\u6362\u673a 9 \u6708\u5927\u89c4\u6a21\u91cf\u4ea7\u7684\u5177\u4f53\u4ea7\u80fd\u6570\u636e\uff08\u6708\u4ea7\u80fd 1.2 \u4e07\u53f0\u9884\u671f\u9a8c\u8bc1\uff09<\/li>\n\n\n\n
                        • LightCounting \u5bf9 2027 \u5e74 CPO \u5149\u5f15\u64ce\u51fa\u8d27\u91cf\u7684\u6700\u65b0\u9884\u6d4b\uff08\u5f53\u524d\u5e02\u573a\u9884\u671f 600-700 \u4e07\u9897\uff09<\/li>\n\n\n\n
                        • \u53f0\u79ef\u7535 PIC \u6708\u4ea7\u80fd\u63d0\u5347\u81f3 1 \u4e07\u7247\u7684\u65f6\u95f4\u8868\u786e\u8ba4<\/li>\n<\/ul>\n\n\n\n

                          <\/p>\n","protected":false},"excerpt":{"rendered":"

                          CPO \u884c\u4e1a\u5f53\u524d\u6838\u5fc3\u9884\u671f\uff082026 \u5e74 7 \u6708\uff09 \u4e00\u3001\u91cf\u4ea7\u8fdb\u5ea6\u4e0e\u4ea4\u4ed8\u65f6\u95f4\u8868 \u8868\u683c \u5382\u5546 \u4ea7\u54c1 \u91cf\u4ea7 \/ \u4ea4\u4ed8\u8ba1 […]<\/p>\n","protected":false},"author":1,"featured_media":319,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_excerptai":2,"_xhaitool_aitasks":false,"_xhaitool_aitasks_status":true,"_aiimage_cueword":"","_aiimage_status":0,"_xhai_excerpt":"\u4f60\u662f\u5426\u5728\u5173\u6ce8CPO\uff08\u5171\u5c01\u88c5\u5149\u5b66\uff09\u7684\u91cf\u4ea7\u65f6\u95f4\u8868\uff0c\u5374\u53d1\u73b0\u5e02\u573a\u4e0a\u7684\u9884\u6d4b\u6781\u5176\u6df7\u4e71\uff1f\u4e00\u8fb9\u662f\u82f1\u4f1f\u8fbe\u8ba1\u52122026\u5e74\u91cf\u4ea7\u7684\u4e50\u89c2\u9884\u671f\uff0c\u53e6\u4e00\u8fb9\u5219\u662fSemiAnalysis\u5c06\u5176\u63a8\u8fdf\u81f32028\u5e74\u7684\u60b2\u89c2\u9884\u5224\u3002\u8fd9\u79cd\u8ba4\u77e5\u6495\u88c2\u80cc\u540e\uff0c\u5176\u5b9e\u85cf\u7740\u4e00\u4e2a\u88ab\u5927\u591a\u6570\u4eba\u5ffd\u7565\u7684\u6b8b\u9177\u771f\u76f8\uff1aCPO\u7684\u751f\u6b7b\u7ebf\u4e0d\u5728\u4e8e\u82af\u7247\u8bbe\u8ba1\uff0c\u800c\u5728\u4e8e\u53f0\u79ef\u7535PIC\u4ea7\u80fd\u7684\u7206\u53d1\u901f\u5ea6\u4ee5\u53ca\u826f\u7387\u7684\u751f\u6b7b\u535a\u5f08\u3002\u5373\u5c06\u5230\u6765\u7684LightCounting\u865a\u62df\u4f1a\u8bae\u5c06\u63ed\u5f00\u535a\u901a\u3001Marvell\u7b49\u5de8\u5934\u7684\u771f\u5b9e\u4ea4\u4ed8\u8fdb\u5ea6\uff0c\u7a76\u7adf\u662f\u63d0\u524d\u5e03\u5c40\u8fd8\u662f\u6389\u5165\u9677\u9631\uff1f","footnotes":""},"categories":[5],"tags":[193,191,192,194],"class_list":["post-1205","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-5","tag-ai-data-center","tag-cpo-huiyi","tag-guang-hulian-technology","tag-guangzi-jicheng"],"_links":{"self":[{"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/posts\/1205","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/comments?post=1205"}],"version-history":[{"count":1,"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/posts\/1205\/revisions"}],"predecessor-version":[{"id":1206,"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/posts\/1205\/revisions\/1206"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/media\/319"}],"wp:attachment":[{"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/media?parent=1205"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/categories?post=1205"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.zhangting.us\/index.php\/wp-json\/wp\/v2\/tags?post=1205"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}