{"id":507,"date":"2026-06-15T16:44:32","date_gmt":"2026-06-15T08:44:32","guid":{"rendered":"https:\/\/news.chinahuimiao.com\/?p=507"},"modified":"2026-06-15T16:44:33","modified_gmt":"2026-06-15T08:44:33","slug":"%e8%90%bd%e5%9c%b0%e5%9c%a8%e5%8d%b3%e5%8d%b4%e9%81%ad-%e6%b3%bc%e5%86%b7%e6%b0%b4%ef%bc%9fcpo-%e4%ba%a7%e4%b8%9a%e5%8c%96%e8%8a%82%e5%a5%8f%e9%81%87%e6%8c%ab%ef%bc%8c%e9%95%bf","status":"publish","type":"post","link":"https:\/\/news.chinahuimiao.com\/index.php\/2026\/06\/15\/%e8%90%bd%e5%9c%b0%e5%9c%a8%e5%8d%b3%e5%8d%b4%e9%81%ad-%e6%b3%bc%e5%86%b7%e6%b0%b4%ef%bc%9fcpo-%e4%ba%a7%e4%b8%9a%e5%8c%96%e8%8a%82%e5%a5%8f%e9%81%87%e6%8c%ab%ef%bc%8c%e9%95%bf\/","title":{"rendered":"\u843d\u5730\u5728\u5373\u5374\u906d \u201c\u6cfc\u51b7\u6c34\u201d\uff1fCPO \u4ea7\u4e1a\u5316\u8282\u594f\u9047\u632b\uff0c\u957f\u671f\u903b\u8f91\u672a\u6539"},"content":{"rendered":"\n

\u8fd1\u671f\uff0c\u88ab\u89c6\u4f5c AI \u6570\u636e\u4e2d\u5fc3\u5149\u4e92\u8054\u6838\u5fc3\u65b9\u6848\u7684 CPO\uff08\u5171\u5c01\u88c5\u5149\u5b66\uff09\u4ea7\u4e1a\u8fce\u6765\u5173\u952e\u8f6c\u6298\uff1a\u4e00\u8fb9\u662f\u82f1\u4f1f\u8fbe\u5b98\u5ba3 CPO \u4ea4\u6362\u673a\u91cf\u4ea7\u3001\u884c\u4e1a\u9ad8\u558a \u201c2026 \u5546\u4e1a\u5316\u5143\u5e74\u201d\uff0c\u53e6\u4e00\u8fb9\u5374\u662f\u6d77\u5916\u6743\u5a01\u673a\u6784\u9884\u8b66\u91cf\u4ea7\u5ef6\u671f\uff0c\u5f15\u53d1\u5168\u7403\u5149\u901a\u4fe1\u677f\u5757\u9707\u8361\u3002\u5e02\u573a\u9884\u671f\u4ece \u201c\u52a0\u901f\u843d\u5730\u201d \u8f6c\u5411 \u201c\u8c28\u614e\u89c2\u671b\u201d\uff0cCPO \u4ea7\u4e1a\u5316\u8fdb\u7a0b\u7684\u73b0\u5b9e\u6311\u6218\u5168\u9762\u51f8\u663e\u3002<\/p>\n\n\n\n

\u4e50\u89c2\u9884\u671f\u8fbe\u9876\u5cf0\uff0c\u4ea7\u4e1a\u5316 \u201c\u53f7\u89d2\u201d \u5439\u54cd<\/h3>\n\n\n\n

\u4eca\u5e74\u4ee5\u6765\uff0cCPO \u4ea7\u4e1a\u70ed\u5ea6\u6301\u7eed\u6500\u5347\u30026 \u6708 Computex \u5927\u4f1a\u4e0a\uff0c\u82f1\u4f1f\u8fbe\u9ec4\u4ec1\u52cb\u5b98\u5ba3\u57fa\u4e8e CPO \u7684 Spectrum-X \u7845\u5149\u4ea4\u6362\u673a\u5168\u9762\u91cf\u4ea7\uff0c\u76f4\u63a5\u70b9\u71c3\u5e02\u573a\u60c5\u7eea\uff0cA \u80a1\u5929\u5b5a\u901a\u4fe1\u7b49 CPO \u6982\u5ff5\u80a1\u80a1\u4ef7\u521b\u5386\u53f2\u65b0\u9ad8\u3002\u6b64\u524d\uff0c\u5de5\u4fe1\u90e8\u5370\u53d1\u300a\u201c\u4eba\u5de5\u667a\u80fd + \u4fe1\u606f\u901a\u4fe1\u201d \u521b\u65b0\u53d1\u5c55\u5b9e\u65bd\u610f\u89c1\u300b\uff0c\u660e\u786e\u5c06 CPO \u5217\u4e3a\u6838\u5fc3\u6280\u672f\u7814\u53d1\u65b9\u5411\uff0c\u653f\u7b56\u52a0\u6301\u4e0b\uff0c\u884c\u4e1a\u666e\u904d\u9884\u5224 2027 \u5e74\u5c06\u8fce\u6765 CPO \u89c4\u6a21\u5316\u653e\u91cf\uff0c\u5168\u7403\u9f99\u5934\u4ea7\u80fd\u751a\u81f3\u88ab\u9884\u8ba2\u81f3 2028 \u5e74\u3002<\/p>\n\n\n\n

\u8d44\u672c\u4e0e\u4ea7\u4e1a\u7684\u4e50\u89c2\u5e76\u975e\u65e0\u636e\u3002CPO \u5c06\u5149\u6a21\u5757\u76f4\u63a5\u5c01\u88c5\u8fdb\u4ea4\u6362\u82af\u7247\uff0c\u4f20\u8f93\u8ddd\u79bb\u7f29\u77ed\u81f3\u6beb\u7c73\u7ea7\uff0c\u53ef\u5927\u5e45\u964d\u4f4e\u529f\u8017\u3001\u63d0\u5347\u5e26\u5bbd\uff0c\u88ab\u516c\u8ba4\u4e3a 800G\/1.6T \u4ee5\u4e0a\u9ad8\u901f\u7387\u573a\u666f\u7684\u552f\u4e00\u89e3\u51b3\u65b9\u6848\uff0c\u9002\u914d AI \u96c6\u7fa4\u4e07\u5361\u7ea7\u7b97\u529b\u4f20\u8f93\u9700\u6c42\u3002LightCounting\u3001\u9ad8\u76db\u7b49\u673a\u6784\u9884\u6d4b\uff0c2026 \u5e74\u5168\u7403\u5149\u6536\u53d1\u5668\u5e02\u573a\u89c4\u6a21\u5c06\u8fbe 260 \u4ebf\u7f8e\u5143\uff0c2028 \u5e74 CPO \u5e02\u573a\u89c4\u6a21\u6709\u671b\u7a81\u7834 900 \u4ebf\u7f8e\u5143\u3002<\/p>\n\n\n\n

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\u7136\u800c\uff0c6 \u6708 9 \u65e5\u7f8e\u56fd\u534a\u5bfc\u4f53\u7814\u7a76\u673a\u6784 SemiAnalysis \u53d1\u5e03\u7684\u62a5\u544a\uff0c\u7ed9\u706b\u70ed\u7684 CPO \u4ea7\u4e1a \u201c\u6cfc\u4e86\u4e00\u76c6\u51b7\u6c34\u201d\u3002\u8fd9\u4efd\u540d\u4e3a\u300a\u65ad\u7535\u505c\u6446\uff1a800 \u4f0f\u76f4\u6d41\u65b9\u6848\u5ef6\u671f\u4e0e CPO \u8fdb\u7a0b\u5ef6\u540e\u300b\u7684\u62a5\u544a\u660e\u786e\u6307\u51fa\uff0c\u5e02\u573a\u5bf9 2027 \u5e74 CPO \u5168\u9762\u653e\u91cf\u7684\u9884\u5224\u8fc7\u4e8e\u6fc0\u8fdb\uff0cscale-up CPO \u5927\u89c4\u6a21\u5bfc\u5165\u6216\u63a8\u8fdf\u81f3 2029 \u5e74\uff0cscale-out CPO 2026-2027 \u5e74\u51fa\u8d27\u9884\u6d4b\u9700\u5927\u5e45\u4e0b\u8c03<\/strong>\uff1b\u540c\u6b65\u5ef6\u540e\u7684\u8fd8\u6709\u82f1\u4f1f\u8fbe\u4e3b\u5bfc\u7684 800VDC \u4f9b\u7535\u65b9\u6848\uff0c\u539f\u751f\u5355\u7aef 800VDC \u5927\u89c4\u6a21\u51fa\u8d27\u6216\u63a8\u8fdf\u81f3 2028 \u5e74\u540e\u3002<\/p>\n\n\n\n

\u62a5\u544a\u53d1\u5e03\u540e\uff0c\u5168\u7403\u5149\u901a\u4fe1\u677f\u5757\u5e94\u58f0\u4e0b\u8dcc\u3002\u7f8e\u80a1 Coherent\u3001Lumentum \u7b49\u9f99\u5934\u4f01\u4e1a\u80a1\u4ef7\u627f\u538b\uff0c\u53f0\u80a1\u591a\u53ea\u5149\u901a\u4fe1\u6982\u5ff5\u80a1\u8dcc\u505c\uff0cA \u80a1\u4e07\u5f97\u5149\u901a\u4fe1\u6307\u6570\u6536\u8dcc 4.23%\uff0cCPO \u6838\u5fc3\u6307\u6570\u8dcc 2.83%\uff0c\u4e2d\u9645\u65ed\u521b\u3001\u65b0\u6613\u76db\u7b49\u4e2a\u80a1\u540c\u6b65\u8c03\u6574\u3002\u6469\u6839\u58eb\u4e39\u5229\u968f\u5373\u8ddf\u8fdb\u9884\u8b66\uff0c\u79f0 2027 \u5e74\u5168\u7403\u5149\u5f15\u64ce\u51fa\u8d27\u91cf\u4ec5 600 \u4e07 – 700 \u4e07\u9897\uff0c\u8fdc\u4f4e\u4e8e\u5e02\u573a\u6b64\u524d\u9884\u671f\u7684 2000 \u4e07 – 3000 \u4e07\u9897\uff0c\u8fdb\u4e00\u6b65\u52a0\u5267\u5e02\u573a\u62c5\u5fe7\u3002<\/p>\n\n\n\n

\u4e09\u5927\u74f6\u9888\u5236\u7ea6\u843d\u5730\uff0c\u5de5\u7a0b\u5316\u96be\u9898\u5f85\u89e3<\/h3>\n\n\n\n

\u6b64\u6b21\u9884\u671f\u964d\u6e29\uff0c\u6838\u5fc3\u5e76\u975e CPO \u6280\u672f\u8def\u7ebf\u88ab\u8bc1\u4f2a\uff0c\u800c\u662f\u5de5\u7a0b\u5316\u91cf\u4ea7\u74f6\u9888\u5c1a\u672a\u7a81\u7834<\/strong>\u3002\u4e1a\u5185\u4eba\u58eb\u900f\u9732\uff0c\u5f53\u524d CPO \u89c4\u6a21\u5316\u63a8\u5e7f\u9762\u4e34\u4e09\u5927\u6838\u5fc3\u963b\u788d\uff1a<\/p>\n\n\n\n

    \n
  1. \u826f\u7387\u77ed\u677f\u7a81\u51fa<\/strong>\uff1a\u5355\u9897\u5149\u5f15\u64ce\u8d34\u88c5\u4e50\u89c2\u826f\u7387\u4ec5 95%\uff0c\u5355\u82af\u7247\u96c6\u6210 32 \u4e2a\u5149\u5f15\u64ce\u540e\uff0c\u7efc\u5408\u7cfb\u7edf\u826f\u7387\u4ec5 19.4%\uff0c\u8fdc\u672a\u8fbe\u5230\u89c4\u6a21\u5316\u76c8\u5229\u6807\u51c6\uff1b<\/li>\n\n\n\n
  2. \u96c6\u6210\u96be\u5ea6\u6781\u9ad8<\/strong>\uff1a\u5149\u5f15\u64ce\u4e0e ASIC \u82af\u7247\u9ad8\u5bc6\u5ea6\u96c6\u6210\u540e\uff0c\u70ed\u7ba1\u7406\u3001\u4fe1\u53f7\u5e72\u6270\u3001\u5c01\u88c5\u53ef\u9760\u6027\u7b49\u95ee\u9898\u96c6\u4e2d\u7206\u53d1\uff0c\u4e2d\u4ecb\u5c42\u8fc7\u70ed\u7b49\u6280\u672f\u96be\u9898\u5c1a\u672a\u5b8c\u5168\u653b\u514b\uff1b<\/li>\n\n\n\n
  3. \u6210\u672c\u7ecf\u6d4e\u6027\u4e0d\u8db3<\/strong>\uff1a\u76ee\u524d CPO \u5149\u5f15\u64ce\u3001\u7845\u5149\u82af\u7247\u3001\u9ad8\u7aef\u5c01\u88c5\u6750\u6599\u7b49\u6838\u5fc3\u7ec4\u4ef6\u4f9d\u8d56\u6d77\u5916\u4f9b\u5e94\uff0c\u91cf\u4ea7\u6210\u672c\u5c45\u9ad8\u4e0d\u4e0b\uff0c\u77ed\u671f\u5185\u96be\u4ee5\u66ff\u4ee3\u6210\u719f\u7684 800G \u72ec\u7acb\u5149\u6a21\u5757\u65b9\u6848\u3002<\/li>\n<\/ol>\n\n\n\n

    \u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0cSemiAnalysis \u5f3a\u8c03\uff0cCPO \u957f\u671f\u4ef7\u503c\u672a\u53d8\uff0c\u00b1400VDC \u4f9b\u7535\u65b9\u6848\u4ecd\u6709\u671b\u5728 2026 \u5e74\u4e0b\u534a\u5e74\u63a8\u8fdb\uff0c\u975e\u5171\u5c01\u88c5\u5149\u5b66\uff08NPO\uff09\u65b9\u6848\u52a0\u901f\u843d\u5730\uff0c\u6216\u77ed\u671f\u5206\u6d41 CPO \u8d5b\u9053\u8d44\u672c\u5f00\u652f\u3002<\/p>\n\n\n\n

    \u957f\u671f\u903b\u8f91\u575a\u5b9e\u4e0d\u53d8\uff0c\u4ea7\u4e1a\u8fdb\u5165 \u201c\u6162\u725b\u671f\u201d<\/h3>\n\n\n\n

    \u5c3d\u7ba1\u77ed\u671f\u8282\u594f\u653e\u7f13\uff0c\u4f46 CPO \u4f5c\u4e3a AI \u7b97\u529b\u7f51\u7edc\u6838\u5fc3\u57fa\u7840\u8bbe\u65bd\u7684\u957f\u671f\u903b\u8f91\u5e76\u672a\u52a8\u6447\u3002\u535a\u901a\u3001\u82f1\u4f1f\u8fbe\u3001\u53f0\u79ef\u7535\u3001Coherent \u7b49\u5168\u7403\u5de8\u5934\u4ecd\u5728\u6301\u7eed\u52a0\u5927\u6295\u5165\uff0c\u82f1\u4f1f\u8fbe\u5df2\u5411 Lumentum\u3001Coherent \u5404\u6295\u8d44 20 \u4ebf\u7f8e\u5143\u9501\u5b9a\u5149\u6e90\u4ea7\u80fd\uff0c\u53f0\u79ef\u7535 COUPE \u5c01\u88c5\u5e73\u53f0\u7a33\u6b65\u63a8\u8fdb\uff0c\u4e3a\u540e\u7eed\u91cf\u4ea7\u5960\u5b9a\u57fa\u7840\u3002<\/p>\n\n\n\n

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