{"id":797576,"date":"2026-06-11T19:32:06","date_gmt":"2026-06-11T11:32:06","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=797576"},"modified":"2026-06-11T19:32:06","modified_gmt":"2026-06-11T11:32:06","slug":"ai%e6%97%b6%e4%bb%a3%e7%9a%84%e5%85%89%e8%bf%9b%e9%93%9c%e9%80%80%ef%bc%9a%e4%b8%ba%e4%bb%80%e4%b9%88%e5%85%89%e4%ba%92%e8%bf%9e%e6%98%af%e7%ae%97%e5%8a%9b%e7%88%86%e7%82%b8%e7%9a%84","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=797576","title":{"rendered":"AI\u65f6\u4ee3\u7684"\u5149\u8fdb\u94dc\u9000"\uff1a\u4e3a\u4ec0\u4e48\u5149\u4e92\u8fde\u662f\u7b97\u529b\u7206\u70b8\u7684\u552f\u4e00\u51fa\u8def\uff1f"},"content":{"rendered":"
\n

\u6587 | \u90b1\u5409\u6d32\u804aAIDC\u6a21\u5757\u7535\u6e90<\/p>\n<\/blockquote>\n

2026\u5e743\u6708GTC\u5927\u4f1a\u4e0a\uff0c\u9ec4\u4ec1\u52cb\u8bf4\u4e86\u4e00\u53e5\u8bdd\uff0c\u8ba9\u6574\u4e2a\u5149\u901a\u4fe1\u884c\u4e1a\u7684\u4f30\u503c\u903b\u8f91\u4e00\u591c\u91cd\u4f30\uff1a\"AI\u57fa\u7840\u8bbe\u65bd\u7684\u4e0b\u4e00\u4e2a\u51b3\u5b9a\u6027\u6218\u573a——\u4e0d\u662f\u7b97\u529b\uff0c\u4e0d\u662f\u5185\u5b58\uff0c\u800c\u662f\u8fde\u63a5\u3002\"\u968f\u540e\u4e00\u4e2a\u6708\uff0c\u82f1\u4f1f\u8fbe\u5411\u4e09\u5bb6\u5149\u5b66\u516c\u53f8\u7838\u4e0b60\u4ebf\u7f8e\u5143\u3002\u800c\u5728\u4e24\u5e74\u524d\uff0c\u4ed6\u8fd8\u516c\u5f00\u8bf4\u8fc7\u5149\u4e92\u8fde\"\u592a\u8017\u7535\"\u3002<\/p>\n

\u4ece\"\u592a\u8017\u7535\"\u5230\"60\u4ebf\u7f8e\u5143\u62bc\u6ce8\"\uff0c\u8fd9180\u5ea6\u7684\u8f6c\u5411\u80cc\u540e\uff0c\u662f\u4e00\u6761\u88abAI\u7b97\u529b\u7206\u70b8\u6027\u589e\u957f\u903c\u51fa\u6765\u7684\u94c1\u5f8b\uff1a\u94dc<\/a>\u7f06\u5df2\u7ecf\u8d70\u5230\u4e86\u7269\u7406\u5c3d\u5934\uff0c\u5149\u4e92\u8fde\u4e0d\u662f\"\u66f4\u597d\u7684\u9009\u62e9\"——\u662f\u552f\u4e00\u7684\u51fa\u8def\u3002<\/p>\n

\u8fd9\u4e0d\u4ec5\u662f\u6280\u672f\u66ff\u4ee3\u7684\u53d9\u4e8b\uff0c\u66f4\u662f\u4e00\u5f20\u6b63\u5728\u5c55\u5f00\u7684\u4ef7\u503c\u6570\u5343\u4ebf\u7684\u4ea7\u4e1a\u94fe\u91cd\u6784\u5730\u56fe\u3002<\/p>\n

\u4e00\u3001\u94dc\u7f06\u7684\u7ec8\u70b9\uff1a\u5f53\"\u51e0\u7c73\"\u53d8\u6210\u4e0d\u53ef\u903e\u8d8a\u7684\u9e3f\u6c9f<\/strong><\/h2>\n

\u5148\u770b\u4e00\u7ec4\u6700\u7b80\u5355\u7684\u5bf9\u6bd4\u6570\u636e\uff1a<\/p>\n

\u5728400Gbps\u901f\u7387\u4e0b\uff0c\u94dc\u7f06\u7684\u6709\u6548\u4f20\u8f93\u8ddd\u79bb——\u53ea\u6709\u6570\u7c73\u3002\u6570\u7c73\u4e4b\u540e\uff0c\u4fe1\u53f7\u8870\u51cf\u5230\u4e0d\u53ef\u7528\u3002\u800c\u540c\u6837\u901f\u7387\u4e0b\u7684\u5149\u7ea4\uff0c\u4f20\u8f93\u8ddd\u79bb\u53ef\u8fbe\u6570\u5343\u516c\u91cc\u3002\u53e0\u52a0DWDM\uff08\u5bc6\u96c6\u6ce2\u5206\u590d\u7528\uff09\u6280\u672f\u540e\uff0c\u5355\u6839\u5149\u7ea4\u53ef\u4ee5\u627f\u8f7d\u6570\u5341\u592a\u6bd4\u7279\u7684\u6570\u636e\u3002<\/p>\n

\u8fd9\u4e0d\u662f\"\u94dc\u7f06\u6bd4\u5149\u7ea4\u5dee\u4e00\u70b9\"——\u8fd9\u662f\u6570\u91cf\u7ea7\u7684\u5dee\u8ddd\u3002<\/strong><\/p>\n

1.1 <\/strong>\u4e3a\u4ec0\u4e48\u94dc\u7f06\u4e0d\u884c\u4e86\uff1f\u7269\u7406\u5b9a\u5f8b\u4e0d\u8ddf\u4f60\u8bb2\u9053\u7406<\/strong><\/p>\n

\u94dc\u7f06\u7684\u7269\u7406\u56f0\u5883\u53ef\u4ee5\u5f52\u7ed3\u4e3a\u4e09\u4e2a\u5b57\uff1a\u8870\u51cf\u3001\u4e32\u6270\u3001\u529f\u8017\u3002<\/p>\n

\u9ad8\u901f\u7535\u4fe1\u53f7\u5728\u94dc\u4ecb\u8d28\u4e2d\u4f20\u8f93\u65f6\uff0c\u9ad8\u9891\u5206\u91cf\u4f1a\u6025\u5267\u8870\u51cf——\u8fd9\u5c31\u662f\u6240\u8c13\u7684\"\u8d8b\u80a4\u6548\u5e94\"\u548c\"\u4ecb\u7535\u635f\u8017\"\u3002\u901f\u7387\u8d8a\u9ad8\uff0c\u8870\u51cf\u8d8a\u5feb\u3002\u5230\u4e86112Gbps PAM4\uff08800G\u5149\u6a21\u5757\u7684\u5355\u901a\u9053\u901f\u7387\uff09\uff0c\u94dc\u7f06\u7684\u4f20\u8f93\u8ddd\u79bb\u5df2\u7ecf\u88ab\u538b\u7f29\u5230\u4e00\u7c73\u4ee5\u5185\u3002\u5230\u4e86224Gbps\uff081.6T\u65f6\u4ee3\uff09\uff0c\u51e0\u4e4e\u53ea\u80fd\u5728\u82af\u7247<\/a>\u5c01\u88c5\u5185\u90e8\u8d70\u94dc\u7ebf\u3002<\/p>\n

\u66f4\u8981\u547d\u7684\u662f\u529f\u8017\u3002\u94dc\u7f06\u4f20\u8f93\u9ad8\u901f\u4fe1\u53f7\u9700\u8981\u7684\u9a71\u52a8\u7535\u6d41\u968f\u901f\u7387\u6307\u6570\u589e\u957f\uff0c\u800c\u529f\u8017=I²R\u3002\u901f\u7387\u7ffb\u500d\uff0c\u529f\u8017\u7ffb\u56db\u500d\u3002\u5728\u4e00\u9897GPU\u5df2\u7ecf\u5403\u52301000W+\u7684\u65f6\u4ee3\uff0c\u6ca1\u6709\u54ea\u4e2a\u6570\u636e\u4e2d\u5fc3\u8fd0\u8425\u5546\u613f\u610f\u628a\u5b9d\u8d35\u7684\u7535\u529b\u9884\u7b97\u518d\u5206\u4e00\u5927\u5757\u7ed9\u94dc\u7f06\u7684\u4f20\u8f93\u635f\u8017\u3002<\/p>\n

1.2 GPU<\/strong>\u96c6\u7fa4\u7684\"\u5e26\u5bbd\u5899\"<\/strong><\/p>\n

\u8fd9\u624d\u662f\u6838\u5fc3\u77db\u76fe\uff0c\u4e5f\u662f\u7406\u89e3\"\u5149\u6a21\u5757\u4e3a\u4ec0\u4e48\u662f\u521a\u9700\"\u7684\u5173\u952e\u3002<\/p>\n

AI\u5927\u6a21\u578b\u8bad\u7ec3\u7684\u672c\u8d28\uff0c\u4e0d\u662f\u4e00\u9897GPU\u5728\u7b97\uff0c\u800c\u662f\u6210\u5343\u4e0a\u4e07\u9897GPU\u534f\u540c\u8ba1\u7b97\u3002\u4ee5GPT-5\u7ea7\u522b\u7684\u6a21\u578b\u8bad\u7ec3\u4e3a\u4f8b\uff0c\u9700\u8981\u6570\u4e07\u5f20GPU\u7ec4\u6210\u4e00\u4e2a\u903b\u8f91\u4e0a\u7684\"\u8d85\u7ea7\u8ba1\u7b97\u673a\"——\u8fd9\u610f\u5473\u7740GPU\u4e4b\u95f4\u9700\u8981\u6d77\u91cf\u7684\u6570\u636e\u4ea4\u6362\u3002\u6bcf\u5f20GPU\u4ea7\u751f\u7684\u4e2d\u95f4\u7ed3\u679c\uff08\u68af\u5ea6\u3001\u53c2\u6570\u66f4\u65b0\uff09\u5fc5\u987b\u5728\u6781\u77ed\u7684\u65f6\u95f4\u5185\u540c\u6b65\u5230\u96c6\u7fa4\u4e2d\u6240\u6709\u5176\u4ed6GPU\u4e0a\u3002<\/p>\n

\u8fd9\u4e2a\"\u6781\u77ed\u7684\u65f6\u95f4\"\u6709\u591a\u77ed\uff1f\u5982\u679c\u4e00\u5f20GPU\u7b49\u4e86\u53e6\u4e00\u5f20GPU\u7684\u6570\u636e\u8d85\u8fc7\u51e0\u5fae\u79d2\uff0c\u6574\u4e2a\u8bad\u7ec3\u6d41\u6c34\u7ebf\u5c31\u4f1a\u505c\u6ede——\u8fd9\u5c31\u662f\u4e1a\u754c\u5e38\u8bf4\u7684\"\u901a\u4fe1\u5c3e\u5ef6\u8fdf\"\uff08tail latency\uff09\u3002\u4e07\u4ebf\u53c2\u6570\u6a21\u578b\u5bf9\u901a\u4fe1\u5e26\u5bbd\u7684\u9700\u6c42\u5df2\u7ecf\u8fbe\u5230Tbps\u7ea7\u522b\uff0c\u800c\u94dc\u7f06\u7684\u8def\u5df2\u7ecf\u8d70\u5230\u4e86\u5c3d\u5934\u3002<\/p>\n

2026\u5e74GTC\u4e0a\uff0c\u9ec4\u4ec1\u52cb\u5ba3\u5e03\u8981\u7528\u5149\u4e92\u8fde\u628aGPU\u7cfb\u7edf\u4ece72\u9897\u6269\u5c55\u5230576\u9897\u4e43\u81f31152\u9897\u3002\u8fd9\u4e2a\u6570\u5b57\u80cc\u540e\u7684\u5de5\u7a0b\u542b\u4e49\u662f\uff1a\u6ca1\u6709\u5149\u4e92\u8fde\uff0cGPU\u96c6\u7fa4\u7684\u89c4\u6a21\u5929\u82b1\u677f\u5c31\u662f72\u9897\u3002\u4e0d\u662f\u4e0d\u60f3\u66f4\u5927\uff0c\u662f\u94dc\u7f06\u4e0d\u8ba9\u4f60\u66f4\u5927\u3002<\/p>\n

\u6b63\u5982IEEE Spectrum\u6240\u603b\u7ed3\u7684\uff1a\"\u8fde\u63a5\u8db3\u591f\u591a\u7684GPU\uff0c\u4ee5\u4e00\u79cd\u5ec9\u4ef7\u3001\u4f4e\u529f\u8017\u3001\u53ef\u9760\u7684\u65b9\u5f0f——\u8fd9\u662f\u8fd9\u4e2a\u65f6\u4ee3\u6700\u91cd\u8981\u7684\u5c01\u88c5\u95ee\u9898\u3002\u8c01\u89e3\u51b3\u4e86\u5b83\uff0c\u8c01\u5c31\u8d62\u5f97\u4e86\u4e00\u5207\u3002\"<\/p>\n

\u4e8c\u3001\u5149\u6a21\u5757\u4e0d\u662f\"\u5347\u7ea7\"\uff0c\u662f\"\u552f\u4e00\u89e3\"<\/strong><\/h2>\n

\u7406\u89e3\u4e86\u94dc\u7f06\u7684\u7269\u7406\u6781\u9650\uff0c\u518d\u770b\u5149\u6a21\u5757\u7684\u5b9a\u4f4d\u5c31\u5b8c\u5168\u4e0d\u540c\u4e86\u3002<\/p>\n

\u8fc7\u53bb\u5341\u5e74\uff0c\u5149\u6a21\u5757\u5728\u6570\u636e\u4e2d\u5fc3\u4e00\u76f4\u626e\u6f14\"\u914d\u89d2\"——\u5b83\u8d1f\u8d23\u673a\u67b6\u4e4b\u95f4\u7684\u957f\u8ddd\u79bb\u8fde\u63a5\uff0c\u5c5e\u4e8e\"\u80fd\u7528\u5c31\u884c\"\u7684\u914d\u5957\u8bbe\u5907\u3002\u6295\u8d44<\/a>\u8005\u4e5f\u6309\u914d\u5957\u8bbe\u5907\u7684\u903b\u8f91\u7ed9\u5b83\u4f30\u503c\uff1a\u5468\u671f\u80a1\uff0c\u8ddf\u7740\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u8282\u594f\u8d70\u3002<\/p>\n

\u4f46AI\u65f6\u4ee3\u5f7b\u5e95\u6539\u5199\u4e86\u8fd9\u4e2a\u53d9\u4e8b\u3002<\/strong><\/p>\n

2.1 <\/strong>\u4ece\"\u914d\u89d2\"\u5230\"\u4e3b\u89d2\"\uff1a\u5149\u4e92\u8fde\u7684\u6218\u7565\u5730\u4f4d\u91cd\u4f30<\/strong><\/p>\n

2026\u5e746\u6708Computex\u5927\u4f1a\u4e0a\uff0c\u9ec4\u4ec1\u52cb\u4e0eMarvell CEO\u58a8\u83f2\u540c\u53f0\u5bf9\u8c08\uff0c\u4e24\u4eba\u8fbe\u6210\u4e86\u4e00\u4e2a\u6b64\u524d\u884c\u4e1a\u4ece\u672a\u516c\u5f00\u8868\u8fbe\u7684\u5171\u8bc6\uff1a\"\u8fde\u63a5\u5668\u4ef6\u6b63\u4ece‘\u914d\u89d2’\u8d70\u5411‘\u4e3b\u89d2’\u3002\u9ad8\u901f\u4e92\u8fde\u88ab\u91cd\u65b0\u5b9a\u4f4d\u4e3a\u4e0eGPU\u540c\u7b49\u91cd\u8981\u7684\u6218\u7565\u6027\u8d44\u6e90<\/a>\u3002\"<\/p>\n

\u8fd9\u4e2a\u8868\u6001\u7684\u4fe1\u606f\u91cf\u6781\u5927\u3002\u5728\u82f1\u4f1f\u8fbe\u7684\u751f\u6001\u4f53\u7cfb\u91cc\uff0c\"\u6218\u7565\u6027\u8d44\u6e90\"\u610f\u5473\u7740\u4ec0\u4e48\uff1f\u610f\u5473\u7740\u4f60\u4f1a\u613f\u610f\u4e3a\u5b83\u6295\u5165\u7814\u53d1\u3001\u6295\u8d44\u4f9b\u5e94\u94fe\u3001\u751a\u81f3\u76f4\u63a5\u6295\u8d44\u4e0a\u6e38\u516c\u53f8——\u800c\u82f1\u4f1f\u8fbe\u786e\u5b9e\u8fd9\u4e48\u505a\u4e86\uff1a\u4e00\u4e2a\u6708\u518560\u4ebf\u7f8e\u5143\u6295\u5411\u4e09\u5bb6\u5149\u5b66\u516c\u53f8\u3002<\/p>\n

\u66f4\u5173\u952e\u7684\u7ec6\u8282\u662f\u9ec4\u4ec1\u52cb\u7684\u539f\u8bdd\uff1a\"\u80fd\u7528\u94dc\u7f06\u7684\u5730\u65b9\u4f1a\u5c3d\u91cf\u7528\u94dc\u7f06\u3002\u4f46\u5f53\u4f20\u8f93\u8ddd\u79bb\u548c\u5e26\u5bbd\u8d85\u8d8a\u7269\u7406\u6781\u9650\u65f6\uff0c\u6d77\u91cf\u7684\u5149\u5b66\u5668\u4ef6——\u5c24\u5176\u662f\u4e0b\u4e00\u4ee3CPO\u6280\u672f——\u5c06\u6210\u4e3a\u4e0d\u53ef\u6216\u7f3a\u7684\u521a\u9700\u3002\"<\/p>\n

\u6ce8\u610f\u8fd9\u4e2a\u8bcd\uff1a\"\u6d77\u91cf\"\u3002\u5b83\u4e0d\u662f\"\u90e8\u5206\u66ff\u4ee3\"\uff0c\u800c\u662f\"\u6d77\u91cf\u7684\u5149\u5b66\u5668\u4ef6\"\u3002\u56e0\u4e3aGPU\u96c6\u7fa4\u6bcf\u6269\u5927\u4e00\u500d\uff0c\u5149\u4e92\u8fde\u7684\u9700\u6c42\u4e0d\u662f\u7ebf\u6027\u589e\u957f\uff0c\u800c\u662f\u8d85\u7ebf\u6027\u589e\u957f——\u6bcf\u5f20GPU\u90fd\u9700\u8981\u548c\u66f4\u591a\u5176\u4ed6GPU\u901a\u4fe1\u3002<\/p>\n

2.2 CPO<\/strong>\uff1a\u5149\u4e92\u8fde\u7684\"iPhone\u65f6\u523b\"<\/strong><\/p>\n

\u5982\u679c\u8bf4\u4f20\u7edf\u53ef\u63d2\u62d4\u5149\u6a21\u5757\u662f\u628a\u5149\u5668\u4ef6\u5c01\u88c5\u5728\u4e00\u4e2a\u72ec\u7acb\u7684\u91d1\u5c5e\u76d2\u5b50\u91cc\u3001\u63d2\u5728\u4ea4\u6362\u673a\u9762\u677f\u4e0a\uff0c\u90a3CPO\uff08Co-Packaged Optics\uff0c\u5171\u5c01\u88c5\u5149\u5b66\uff09\u5c31\u662f\u628a\u5149\u5668\u4ef6\u76f4\u63a5\u96c6\u6210\u5230\u4ea4\u6362\u82af\u7247\u6216GPU\u82af\u7247\u7684\u5c01\u88c5\u57fa\u677f\u4e0a\u3002<\/p>\n

\u8fd9\u4e2a\u53d8\u5316\u6709\u591a\u6839\u672c\uff1f<\/p>\n

\u4f20\u7edf\u53ef\u63d2\u62d4\u65b9\u6848\uff1a\u82af\u7247\u7535\u4fe1\u53f7 → PCB\u8d70\u7ebf → \u8fde\u63a5\u5668 → \u5149\u6a21\u5757\u5185\u90e8\u7535\u8def → \u6fc0\u5149\u5668 → \u5149\u7ea4\u3002\u4fe1\u53f7\u8def\u5f84\u957f\u3001\u635f\u8017\u5927\u3001\u529f\u8017\u9ad8\u3002<\/p>\n

CPO\u65b9\u6848\uff1a\u82af\u7247\u7535\u4fe1\u53f7 → \u6781\u77ed\u4e92\u8fde → \u7845\u5149\u82af\u7247\uff08\u540c\u5728\u5c01\u88c5\u5185\uff09→ \u5149\u7ea4\u3002\u8def\u5f84\u7f29\u77ed\u4e86\u6570\u5341\u500d\uff0c\u529f\u8017\u964d\u4f4e65%~73%\uff08\u535a\u901a\u5b9e\u6d4b\u6570\u636e\uff09\u3002<\/p>\n

2026\u5e74\uff0c\u82f1\u4f1f\u8fbeSpectrum-X\u548cQuantum-X\u4ea4\u6362\u673a\u5df2\u5168\u9762\u90e8\u7f72CPO\uff0c\u535a\u901aDavisson\u5e73\u53f0\u7d27\u968f\u5176\u540e\u3002Cignal AI\u9884\u6d4b\uff1aCPO\u7aef\u53e3\u5e74\u90e8\u7f72\u91cf\u5c06\u57282030\u5e74\u8d85\u8fc73000\u4e07\u4e2a\uff0cELSFP\u5916\u7f6e\u5149\u6e90\u6a21\u5757\u5e02\u573a\u5c4a\u65f6\u5c06\u7a81\u783415\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u8fd9\u4e0d\u518d\u662f\"\u5b9e\u9a8c\u5ba4\u91cc\u7684\u6280\u672f\"\uff0c\u800c\u662f\u6b63\u5728\u4e0a\u91cf\u7684\u5546\u4e1a\u5316\u4ea7\u54c1\u3002<\/p>\n

\u4e09\u3001\u4ece800G\u52301.6T\uff1a\u901f\u7387\u7ade\u8d5b\u80cc\u540e\u7684\u4ea7\u4e1a\u94fe\u91cd\u6784<\/strong><\/h2>\n

\u5149\u6a21\u5757\u7684\u901f\u7387\u8fed\u4ee3\uff0c\u8fc7\u53bb\u9075\u5faa\"3-4\u5e74\u4e00\u4ee3\"\u7684\u8282\u594f——400G→800G→1.6T\uff0c\u6570\u636e\u4e2d\u5fc3\u6309\u90e8\u5c31\u73ed\u5347\u7ea7\u3002\u4f46AI\u7684\u51fa\u73b0\u628a\u8fd9\u4e2a\u8282\u594f\u5f7b\u5e95\u6253\u4e71\u4e86\u3002<\/p>\n

3.1 800G<\/strong>\u6b63\u5728\u6279\u91cf\u4e0a\u91cf\uff0c1.6T\u4eca\u5e74\u5f00\u59cb\u51fa\u8d27<\/strong><\/p>\n

2025\u5e74\u5168\u7403\u5149\u6a21\u5757\u9500\u552e\u989d\u9884\u8ba1\u8fbe\u5230238\u4ebf\u7f8e\u5143\u3002800G\u5149\u6a21\u5757\u6b63\u5728\u6279\u91cf\u4e0a\u91cf\uff0c\u6210\u4e3aAI\u6570\u636e\u4e2d\u5fc3\u7684\u6807\u914d\u3002\u800c1.6T\u5149\u6a21\u5757\uff08\u57fa\u4e8e224Gbps PAM4\u7535\u63a5\u53e3\uff09\u4eca\u5e74\u5f00\u59cb\u51fa\u8d27\uff0c\u6807\u5fd7\u7740\u884c\u4e1a\u6b63\u5f0f\u8fc8\u5165Tbps\u65f6\u4ee3\u3002<\/p>\n

\u901f\u7387\u7ffb\u500d\u7684\u80cc\u540e\uff0c\u662f\u5149\u82af\u7247\u7684\u5168\u9762\u5347\u7ea7\u3002\u4ece800G\u52301.6T\uff0c\u5355\u901a\u9053\u901f\u7387\u4ece112Gbps\u8df3\u5230224Gbps\uff0c\u8fd9\u5bf9\u6fc0\u5149\u5668\u82af\u7247\u7684\u8c03\u5236\u5e26\u5bbd\u3001\u5149\u7535\u63a2\u6d4b\u5668\u7684\u54cd\u5e94\u901f\u5ea6\u3001\u9a71\u52a8\u82af\u7247\u7684\u4fe1\u53f7\u5b8c\u6574\u6027\u90fd\u63d0\u51fa\u4e86\u6781\u9650\u8981\u6c42\u3002<\/p>\n

3.2 EML vs <\/strong>\u7845\u5149\uff1a\u4e00\u573a\"\u53cc\u8f68\u5e76\u884c\"\u7684\u8def\u7ebf\u4e4b\u4e89<\/strong><\/p>\n

\u5f53\u524d800G\/1.6T\u5149\u6a21\u5757\u6709\u4e24\u6761\u4e3b\u8981\u6280\u672f\u8def\u7ebf\uff1a<\/p>\n

\u4f20\u7edf\u8def\u7ebf\uff1aEML\uff08\u7535\u5438\u6536\u8c03\u5236\u6fc0\u5149\u5668\uff09\u3002\u628aDFB\u6fc0\u5149\u5668\u548c\u7535\u5438\u6536\u8c03\u5236\u5668\u96c6\u6210\u5728\u540c\u4e00\u5757\u78f7\u5316\u94df\u886c\u5e95\u4e0a\uff0c\u51fa\u5149\u548c\u8c03\u5236\u7269\u7406\u5206\u79bb\uff0c\u907f\u514d\u4e86\u76f4\u63a5\u8c03\u5236\u7684\"\u5541\u557e\u6548\u5e94\"\uff08\u6ce2\u957f\u6296\u52a8\uff09\u3002\u4f18\u52bf\u662f\u4fe1\u53f7\u8d28\u91cf\u6781\u597d\uff0c\u4f20\u8f93\u8ddd\u79bb\u8fdc\uff08\u51e0\u5341\u516c\u91cc\u65e0\u4e2d\u7ee7\uff09\u3002\u77ed\u677f\u662f\u5236\u9020\u6781\u96be——20~30\u5c42\u5916\u5ef6\u7ed3\u6784\uff0c\u6bcf\u5c42\u539a\u5ea6\u8bef\u5dee\u9700\u63a7\u5236\u5728\u539f\u5b50\u7ea7\u522b\uff0c\u826f\u7387\u4f4e\uff0c\u6210\u672c\u9ad8\u3002<\/p>\n

\u7845\u5149\u8def\u7ebf\uff1a\u7528CMOS\u5de5\u827a\u5728\u7845\u57fa\u886c\u5e95\u4e0a\u76f4\u63a5\"\u523b\"\u51fa\u8c03\u5236\u5668\u3001\u6ce2\u5bfc\u3001\u8026\u5408\u5668\u7b49\u5149\u5b66\u5668\u4ef6\uff0c\u5916\u6302\u4e00\u4e2aCW\u8fde\u7eed\u6ce2\u6fc0\u5149\u5668\u3002\u4f18\u52bf\u662f\u7528\u9020\u82af\u7247\u7684\u6210\u719f\u5de5\u827a\u5927\u89c4\u6a21\u5236\u9020\u5149\u5668\u4ef6\uff0c\u6210\u672c\u4f4e\u3001\u96c6\u6210\u5ea6\u9ad8\u3001\u529f\u8017\u4f4e\u3002\u77ed\u677f\u662f\u7845\u672c\u8eab\u4e0d\u53d1\u5149\uff08\u9700\u8981\u5916\u6302\u5149\u6e90\uff09\uff0c\u63d2\u635f\u6bd4\u4f20\u7edf\u65b9\u6848\u5927\uff0c\u4ea7\u4e1a\u94fe\u5c1a\u5728\u5efa\u7acb\u4e2d\u3002<\/p>\n

\u5e02\u573a\u683c\u5c40\u6b63\u5728\u5f62\u6210\uff1a\u7845\u5149\u5728800G\u53ca\u4ee5\u4e0a\u901f\u7387\u573a\u666f\u6e17\u900f\u7387\u6301\u7eed\u6500\u5347\uff0c\u9884\u8ba12026\u5e74\u8d85\u8fc750%\u3002\u4f46EML\u5728\u957f\u8ddd\uff08FR\/LR\/ER\uff09\u548c\u76f8\u5e72\u573a\u666f\u7684\u5730\u4f4d\u77ed\u671f\u96be\u4ee5\u64bc\u52a8\u3002\u4e24\u79cd\u8def\u7ebf\u5c06\u957f\u671f\"\u53cc\u8f68\u5e76\u884c\"——EML\u5b88\u957f\u8ddd\uff0c\u7845\u5149\u653b\u9ad8\u901f\u3002<\/p>\n

\n

\"AI\u65f6\u4ee3\u7684&quot;\u5149\u8fdb\u94dc\u9000&quot;\uff1a\u4e3a\u4ec0\u4e48\u5149\u4e92\u8fde\u662f\u7b97\u529b\u7206\u70b8\u7684\u552f\u4e00\u51fa\u8def\uff1f\"<\/p>\n

Intel 400G \u7845\u5149\u67b6\u6784\u793a\u610f\u56fe<\/p>\n<\/div>\n

3.3 Marvell 32.5\u4ebf\u7f8e\u5143\u6536\u8d2d<\/a>Celestial AI\uff1a\u7845\u5149\u5df2\u4e0d\u662f\"\u672a\u6765\u65f6\"<\/strong><\/p>\n

2026\u5e74\uff0cMarvell\u65a5\u8d4432.5\u4ebf\u7f8e\u5143\u6536\u8d2d\u7845\u5149\u5b50\u521d\u521b\u516c\u53f8Celestial AI——\u8fd9\u4e0d\u662f\u4e00\u6b21\u666e\u901a\u7684\u5e76\u8d2d<\/a>\uff0c\u800c\u662f\u4e00\u4e2a\u660e\u786e\u7684\u4fe1\u53f7\uff1a\u7845\u5149\u6280\u672f\u4ece\"\u7814\u53d1\u9636\u6bb5\"\u8fdb\u5165\u4e86\"\u6218\u7565\u5361\u4f4d\u9636\u6bb5\"\u3002Marvell\u662f\u5168\u7403\u6700\u5927\u7684\u6570\u636e\u4e2d\u5fc3\u82af\u7247\u4f9b\u5e94\u5546\u4e4b\u4e00\uff0c\u5b83\u7684\u5e03\u5c40\u610f\u5473\u7740\u7845\u5149\u4e92\u8fde\u5c06\u5728\u672a\u67652-3\u5e74\u5185\u8fdb\u5165GPU\u548cXPU\u7684\u5c01\u88c5\u5185\u90e8\u3002<\/p>\n

\u4e0e\u6b64\u540c\u65f6\uff0cAyar Labs\u53d1\u5e03\u4e86\u5168\u7403\u9996\u4e2a\u652f\u6301UCIe\u6807\u51c6\u63a5\u53e3\u7684\u5149\u5b66chiplet——TeraPhys\uff0c\u5355\u9897\u53ef\u5b9e\u73b08Tbps\u7684GPU\u95f4\u5149\u4e92\u8fde\u5e26\u5bbd\u3002Lightmatter\u53d1\u5e03\u4e86Passage L200\u548cM1000\u7cfb\u5217\uff0c\u5c06\u5149\u4e92\u8fde\u76f4\u63a5\u5806\u53e0\u5728GPU\u4e0b\u65b9\u3002Xscape Photonics\u62ff\u5230\u4e864400\u4e07\u7f8e\u5143\u878d\u8d44<\/a>\uff0c\u5c06\u9891\u7387\u68b3\u6fc0\u5149\u5668\u76f4\u63a5\u96c6\u6210\u5230\u7845\u5149\u82af\u7247\u4e0a\u3002<\/p>\n

\u521b\u4e1a<\/a>\u516c\u53f8\u3001\u534a\u5bfc\u4f53\u5de8\u5934\u3001\u5149\u6a21\u5757\u9f99\u5934——\u4e09\u6761\u6218\u7ebf\u540c\u65f6\u5f00\u6253\uff0c\u7845\u5149\u4e92\u8fde\u7684\u519b\u5907\u7ade\u8d5b\u5df2\u7ecf\u5168\u9762\u7206\u53d1\u3002<\/p>\n

\u56db\u3001\u5149\u82af\u7247\uff1a\u7687\u51a0\u4e0a\u7684\u660e\u73e0\u4e0e\u56fd\u4ea7\u66ff\u4ee3\u7684\u7a97\u53e3\u671f<\/strong><\/h2>\n

\u5982\u679c\u8bf4\u5149\u6a21\u5757\u662fAI\u6570\u636e\u4f20\u8f93\u7684\"\u8840\u7ba1\"\uff0c\u90a3\u5149\u82af\u7247\u5c31\u662f\"\u5fc3\u810f\"\u3002\u5149\u5668\u4ef6\u5360\u5149\u6a21\u5757\u6210\u672c\u768473%\uff0c\u800c\u5149\u82af\u7247\u53c8\u662f\u5149\u5668\u4ef6\u7684\u6838\u5fc3\u3002<\/p>\n

4.1 EML<\/strong>\uff1a\u5361\u4f4f\u6574\u4e2a\u4ea7\u4e1a\u94fe\u8116\u5b50\u7684\u90a3\u5757\u82af\u7247<\/strong><\/p>\n

\u5728800G\/1.6T\u65f6\u4ee3\uff0cEML\u82af\u7247\u662f\u5f53\u4e4b\u65e0\u6127\u7684\"\u7687\u51a0\u4e0a\u7684\u660e\u73e0\"\u3002\u5b83\u5360\u636e\u4e86\u5149\u6a21\u5757\u4e2d\u4ef7\u503c\u91cf\u6700\u9ad8\u3001\u6280\u672f\u58c1\u5792\u6700\u6df1\u7684\u73af\u8282\u3002\u76ee\u524d\u5168\u7403\u9ad8\u7aefEML\u5e02\u573a\u4e3b\u8981\u7531Lumentum\u3001Coherent\uff08\u539fII-VI\uff09\u3001Broadcom\u4e09\u5de8\u5934\u4e3b\u5bfc\uff0c\u65e5\u672c<\/a>\u4e09\u83f1\u548c\u4f4f\u53cb\u5728InP\u886c\u5e95\u548c\u9ad8\u7aef\u82af\u7247\u9886\u57df\u4e5f\u5360\u636e\u91cd\u8981\u4f4d\u7f6e\u3002<\/p>\n

\u8fd9\u4e2a\u884c\u4e1a\u7684\u58c1\u5792\u6709\u591a\u9ad8\uff1f\u4e09\u91cd\"\u94dc\u5899\u94c1\u58c1\"\uff1a<\/p>\n

\u7b2c\u4e00\u91cd\uff1a\u6280\u672f\u58c1\u5792\u3002\u5916\u5ef6\u751f\u957f\u9700\u8981MOCVD\u8bbe\u5907\u5728\u886c\u5e95\u4e0a\"\u957f\"\u51fa\u51e0\u5341\u5c42\u7eb3\u7c73\u7ea7\u8584\u819c\uff0c\u6bcf\u5c42\u539a\u5ea6\u8bef\u5dee\u9700\u63a7\u5236\u5728\u539f\u5b50\u7ea7\u522b\u3002EML\u82af\u7247\u9700\u898120~30\u5c42\u5916\u5ef6\u7ed3\u6784\uff0c\u9519\u4e00\u5c42\u5168\u62a5\u5e9f\u3002\u5149\u6805\u523b\u8680\u7cbe\u5ea6\u8981\u6c42\u7eb3\u7c73\u7ea7\u3002\u5de5\u827a\u7a97\u53e3\u6781\u7a84——\u6e29\u5ea6\u3001\u6c14\u538b\u3001\u6c14\u4f53\u6d41\u91cf\u7a0d\u6709\u504f\u5dee\uff0c\u826f\u7387\u76f4\u63a5\u4ece80%\u6389\u523020%\u3002<\/p>\n

\u7b2c\u4e8c\u91cd\uff1a\u4ea7\u80fd\u58c1\u5792\u3002MOCVD\u3001\u7535\u5b50\u675f\u5149\u523b\u7b49\u6838\u5fc3\u8bbe\u5907\u88ab\u6d77\u5916\u5784\u65ad\uff08\u5fb7\u56fdAixtron\u3001\u7f8e\u56fd<\/a>Veeco\uff09\uff0c\u4ea4\u4ed8\u52a0\u8c03\u8bd5\u5468\u671f\u8d85\u8fc7\u4e00\u5e74\u3002\u9ad8\u7aefInP\u886c\u5e95\u51e0\u4e4e\u88ab\u65e5\u672c\u4f4f\u53cb\u5784\u65ad\u3002\u6269\u4ea7\u4ece\u4e70\u8bbe\u5907\u5230\u8dd1\u901a\u91cf\u4ea7\uff0c\u81f3\u5c112~3\u5e74\u3002<\/p>\n

\u7b2c\u4e09\u91cd\uff1a\u4ea7\u4e1a\u94fe\u58c1\u5792\u3002\u5149\u6a21\u5757\u5382\u5546\u5bf9\u5149\u82af\u7247\u7684\u9a8c\u8bc1\u5468\u671f\u957f\u8fbe1.5~2\u5e74\u3002\u4e00\u65e6\u901a\u8fc7\u9a8c\u8bc1\uff0c\u5ba2\u6237\u7c98\u6027\u6781\u5f3a——\u6ca1\u4eba\u613f\u610f\u4e3a\u7701\u51e0\u5757\u94b1\u53bb\u5192\u6574\u673a\u6545\u969c\u7684\u98ce\u9669<\/a>\u3002\u65b0\u8fdb\u5165\u8005\u8981\u4ece\u96f6\u5efa\u7acb\u5ba2\u6237\u4fe1\u4efb\uff0c\u65f6\u95f4\u6210\u672c\u6781\u9ad8\u3002<\/p>\n

\u4e09\u91cd\u58c1\u5792\u53e0\u52a0\uff0c\u5bfc\u81f4\u9ad8\u901f\u7387\u5149\u82af\u7247\u957f\u671f\u4f9b\u4e0d\u5e94\u6c42\u3002\u884c\u4e1a\u9884\u8ba1\u77ed\u7f3a\u683c\u5c40\u5c06\u5ef6\u7eed\u52302027\u5e74\u3002<\/p>\n

4.2 <\/strong>\u56fd\u4ea7\u5149\u82af\u7247\uff1a2025-2027\u662f\u51b3\u5b9a\u547d\u8fd0\u7684\u7a97\u53e3\u671f<\/strong><\/p>\n

\u56fd\u4ea7\u5149\u82af\u7247\u76ee\u524d\u5904\u4e8e\u4ec0\u4e48\u4f4d\u7f6e\uff1f\u7528\u56db\u4e2a\u5b57\u6982\u62ec\uff1a\"\u80fd\u7528\"\u5230\"\u597d\u7528\"\u4e4b\u95f4\u3002<\/p>\n

CW\u5149\u6e90\uff08\u7845\u5149\u6a21\u5757\u7684\u5916\u6302\u6fc0\u5149\u5668\uff09\uff1a\u56fd\u4ea7\u5df2\u5b9e\u73b0\u6279\u91cf\u51fa\u8d27\uff0c\u57fa\u672c\u5b8c\u6210\u66ff\u4ee3——\u8fd9\u4e00\u5757\u5df2\u7ecf\"\u4e0a\u5cb8\"\u3002<\/p>\n

<\/strong><\/p>\n

\"AI\u65f6\u4ee3\u7684&quot;\u5149\u8fdb\u94dc\u9000&quot;\uff1a\u4e3a\u4ec0\u4e48\u5149\u4e92\u8fde\u662f\u7b97\u529b\u7206\u70b8\u7684\u552f\u4e00\u51fa\u8def\uff1f\"<\/p>\n

CW\u51fa\u5149\u8026\u5408\u5230\u7845\u5149\u82af\u7247\u5e76\u4f7f\u7528MZM\u8fdb\u884c\u8c03\u5236<\/p>\n

100G EML\uff1a\u56fd\u4ea7\u5df2\u5b9e\u73b0\u6280\u672f\u7a81\u7834\uff0c\u5904\u4e8e\u91cf\u4ea7\u722c\u5761\u548c\u5ba2\u6237\u9a8c\u8bc1\u9636\u6bb5\u3002\u8fd9\u662f\u5f53\u524d\u6700\u5173\u952e\u7684\u4e00\u6b65——\u4ece\"\u7814\u53d1\u6210\u529f\"\u5230\"\u901a\u8fc7\u5934\u90e8\u5149\u6a21\u5757\u5382\u5546\u9a8c\u8bc1\"\uff0c\u610f\u5473\u77401~2\u5e74\u5185\u7684\u786e\u5b9a\u6027\u653e\u91cf\u3002<\/p>\n

200G EML\uff1a\u56fd\u4ea7\u5c11\u6570\u5382\u5546\u8fdb\u5165\u9a8c\u8bc1\uff0c\u6d77\u5916\u4ecd\u5360\u7edd\u5bf9\u4e3b\u5bfc\u3002<\/p>\n

\"AI\u65f6\u4ee3\u7684&quot;\u5149\u8fdb\u94dc\u9000&quot;\uff1a\u4e3a\u4ec0\u4e48\u5149\u4e92\u8fde\u662f\u7b97\u529b\u7206\u70b8\u7684\u552f\u4e00\u51fa\u8def\uff1f\"<\/p>\n

EML\u6fc0\u5149\u5668\u7ed3\u6784\u56fe<\/p>\n

\u7845\u5149\u82af\u7247\uff1a\u56fd\u4ea7\u5904\u4e8e\u65e9\u671f\u5e03\u5c40\u9636\u6bb5\uff0c\u4e0e\u6d77\u5916\u5dee\u8ddd\u8f83\u5927\u3002<\/p>\n

\u6838\u5fc3\u5224\u65ad\uff1a2025-2027\u5e74\u662f\u56fd\u4ea7\u5149\u82af\u7247\u89c4\u6a21\u5316\u66ff\u4ee3\u7684\u5173\u952e\u7a97\u53e3\u671f\u3002\u4e00\u65e6\u9519\u8fc7\u8fd9\u4e2a\u7a97\u53e3\uff0c\u968f\u7740\u6280\u672f\u8fed\u4ee3\u52a0\u901f\uff081.6T→3.2T\uff09\uff0c\u5dee\u8ddd\u53ef\u80fd\u518d\u6b21\u62c9\u5927\u3002\u800c\u4e0a\u6e38InP\u886c\u5e95\u7684\u56fd\u4ea7\u7a81\u7834\uff08\u5982\u4e91\u5357\u9517\u4e1a\u3001\u5e7f\u4e1c\u5148\u5bfc\u7b49\uff09\uff0c\u5c06\u662f\u91ca\u653e\u6574\u4e2a\u56fd\u4ea7\u5149\u82af\u7247\u4ea7\u4e1a\u94fe\u4ea7\u80fd\u5929\u82b1\u677f\u7684\u5173\u952e\u53d8\u91cf\u3002<\/p>\n

\u4e94\u3001\u5e02\u573a\u7a7a\u95f4\u4e0e\u6295\u8d44\u903b\u8f91\uff1a\u4ece\"\u5468\u671f\u914d\u5957\"\u5230\"AI\u6838\u5fc3\"\u7684\u4f30\u503c\u91cd\u6784<\/strong><\/h2>\n

5.1 <\/strong>\u5e02\u573a\u91cf\u7ea7<\/strong><\/p>\n

2025\u5e74\u5168\u7403\u5149\u6a21\u5757\u5e02\u573a238\u4ebf\u7f8e\u5143\u3002Cignal AI\u9884\u6d4b2030\u5e74CPO\u7aef\u53e3\u5e74\u90e8\u7f72\u91cf\u8d853000\u4e07\u4e2a\uff0cELSFP\u5e02\u573a\u7a81\u783415\u4ebf\u7f8e\u5143\u3002Dell’Oro\u9884\u6d4bZR\u6a21\u5757\u5e02\u573a2030\u5e74\u8fbe44\u4ebf\u7f8e\u5143\u3002\u66f4\u4e0a\u6e38\u7684\u534a\u5bfc\u4f53\u6fc0\u5149\u5668\u5e02\u573a\uff0c2030\u5e74\u6709\u671b\u7a81\u7834\u767e\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u4f46\u5149\u6a21\u5757\u672c\u8eab\u7684\u9500\u552e\u989d\u53ea\u662f\u51b0\u5c71\u4e00\u89d2\u3002AI\u9a71\u52a8\u7684\u5149\u4e92\u8fde\u9700\u6c42\uff0c\u6b63\u4ece\"\u673a\u67b6\u95f4\"\u5ef6\u4f38\u5230\"\u673a\u67b6\u5185\"\uff0c\u518d\u5ef6\u4f38\u5230\"\u82af\u7247\u95f4\"——\u6bcf\u4e00\u4e2a\u5ef6\u4f38\u90fd\u662f\u5168\u65b0\u7684\u589e\u91cf\u5e02\u573a\u3002\u5f53\u5149\u4e92\u8fde\u4ece\"\u53ef\u63d2\u62d4\"\u8d70\u5411\"\u5171\u5c01\u88c5\"\uff0c\u4ef7\u503c\u91cf\u4ece\u5149\u6a21\u5757\u5411\u5149\u82af\u7247\u3001\u7845\u5149\u6676\u5706\u3001\u5148\u8fdb\u5c01\u88c5\u7b49\u66f4\u4e0a\u6e38\u73af\u8282\u8fc1\u79fb\u3002<\/p>\n

5.2 <\/strong>\u4f30\u503c\u903b\u8f91\u7684\u91cd\u6784<\/strong><\/p>\n

\u8fc7\u53bb\u5149\u6a21\u5757\u884c\u4e1a\u7684\u4f30\u503c\u903b\u8f91\u5f88\u7b80\u5355\uff1a\u5b83\u5c31\u662f\u4e00\u4e2a\u6570\u636e\u4e2d\u5fc3\u914d\u5957\u8bbe\u5907\uff0c\u8ddf\u7740Capex\u5468\u671f\u8d70——\u73b0\u5728\u5efa\u6570\u636e\u4e2d\u5fc3\u591a\uff0c\u5149\u6a21\u5757\u5c31\u5356\u5f97\u591a\uff1b\u5efa\u5c11\u4e86\u5c31\u8dcc\u3002\u5178\u578b\u7684\u5468\u671f\u80a1\u7279\u5f81\u3002<\/p>\n

\u4f46\u9ec4\u4ec1\u52cb\u5728Computex\u4e0a\u7684\u8868\u6001\uff0c\u4ece\u6839\u672c\u4e0a\u6539\u53d8\u4e86\u8fd9\u4e2a\u53d9\u4e8b\u3002\u5f53\"\u8fde\u63a5\"\u88ab\u91cd\u65b0\u5b9a\u4e49\u4e3a\"\u4e0eGPU\u540c\u7b49\u91cd\u8981\u7684\u6218\u7565\u6027\u8d44\u6e90\"\uff0c\u5149\u6a21\u5757\u884c\u4e1a\u7684\u4f30\u503c\u903b\u8f91\u5c31\u6709\u673a\u4f1a\u4ece\"\u5468\u671f\u914d\u5957\u54c1\"\u5411\"AI\u6838\u5fc3\u90e8\u4ef6\/\u6210\u957f\u80a1\"\u5207\u6362\u3002<\/p>\n

\u8fd9\u4e0d\u662f\u6982\u5ff5\u7092\u4f5c\uff0c\u800c\u662f\u4ea7\u4e1a\u57fa\u672c\u9762<\/a>\u5728\u53d1\u751f\u7ed3\u6784\u6027\u53d8\u5316\uff1a<\/p>\n

    \n
  1. \u9700\u6c42\u9a71\u52a8\u529b\u53d8\u4e86\uff1a\u4ece\"\u6570\u636e\u4e2d\u5fc3\u5efa\u8bbe\u8282\u594f\"\u53d8\u4e3a\"GPU\u96c6\u7fa4\u89c4\u6a21\u6269\u5f20\"——\u524d\u8005\u662f\u5468\u671f\u6027\u7684\uff0c\u540e\u8005\u662f\u6307\u6570\u7ea7\u7684\u3002<\/li>\n
  2. \u4ea7\u54c1\u5f62\u6001\u53d8\u4e86\uff1a\u4ece\"\u72ec\u7acb\u7684\u5916\u6302\u76d2\u5b50\"\u53d8\u4e3a\"\u4e0e\u82af\u7247\u5171\u5c01\u88c5\u7684\u96c6\u6210\u90e8\u4ef6\"——\u6280\u672f\u58c1\u5792\u66f4\u9ad8\uff0c\u5ba2\u6237\u7c98\u6027\u66f4\u5f3a\uff0c\u6bdb\u5229\u7387\u5929\u82b1\u677f\u66f4\u9ad8\u3002<\/li>\n
  3. \u7ade\u4e89\u683c\u5c40\u53d8\u4e86\uff1a\u4ece\"\u5149\u6a21\u5757\u5382\u5546\u81ea\u5df1\u7684\u6218\u573a\"\u53d8\u4e3a\"\u82f1\u4f1f\u8fbe\u3001\u535a\u901a\u3001Marvell\u7b49\u534a\u5bfc\u4f53\u5de8\u5934\u4eb2\u81ea\u4e0b\u573a\"——\u884c\u4e1a\u95e8\u69db\u88ab\u5de8\u5934\u7684\u4f9b\u5e94\u94fe\u8981\u6c42\u5927\u5e45\u62ac\u9ad8\u3002<\/li>\n<\/ol>\n

    5.3 <\/strong>\u5173\u952e\u89c2\u5bdf\u7ef4\u5ea6<\/strong><\/p>\n

    \u5982\u679c\u4f60\u5728\u5173\u6ce8\u5149\u82af\u7247\u8d5b\u9053\u7684\u6295\u8d44\u673a\u4f1a\uff0c\u4ee5\u4e0b\u7ef4\u5ea6\u503c\u5f97\u6301\u7eed\u8ddf\u8e2a\uff1a<\/p>\n

      \n
    1. EML\u82af\u7247\u7684\u56fd\u4ea7\u9a8c\u8bc1\u7a81\u7834\uff1a\u8c01\u7387\u5148\u5ba3\u5e03\"100G EML\u901a\u8fc7\u5934\u90e8\u5149\u6a21\u5757\u5382\u5546\u9a8c\u8bc1\"\uff0c\u5c31\u610f\u5473\u77401~2\u5e74\u5185\u7684\u786e\u5b9a\u6027\u653e\u91cf\u3002\u8fd9\u662f\u5149\u82af\u7247\u8d5b\u9053\u6700\u5927\u7684\u50ac\u5316\u5242\uff0c\u6ca1\u6709\u4e4b\u4e00\u3002<\/li>\n
    2. \u7845\u5149\u751f\u6001\u7684\u5408\u7eb5\u8fde\u6a2a\uff1a\u82f1\u4f1f\u8fbe+\u53f0\u79ef\u7535+Lumentum\u3001\u535a\u901a+\u81ea\u7814\u3001Marvell+Celestial AI——\u4e09\u6761\u7845\u5149\u4f9b\u5e94\u94fe\u6b63\u5728\u5f62\u6210\u3002\u8c01\u7ed1\u5b9a\u4e86\u6700\u6838\u5fc3\u7684GPU\u5ba2\u6237\uff0c\u8c01\u5c31\u9501\u5b9a\u4e86\u6700\u5927\u7684\u5e02\u573a\u589e\u91cf\u3002<\/li>\n
    3. \u4e0a\u6e38\u886c\u5e95\u7a81\u7834\uff1aInP\u886c\u5e95\u7684\u56fd\u4ea7\u5316\u662f\u6574\u4e2a\u56fd\u4ea7\u5149\u82af\u7247\u4ea7\u4e1a\u94fe\u7684\"\u6c34\u9f99\u5934\"\u3002\u6c34\u9f99\u5934\u4e0d\u6253\u5f00\uff0c\u4e0b\u6e38\u518d\u52aa\u529b\u4ea7\u80fd\u4e5f\u4e0a\u4e0d\u53bb\u3002<\/li>\n
    4. CPO\u90e8\u7f72\u8282\u594f\uff1aCignal AI\u9884\u6d4b2027\u5e74\u8d77\u6b65\u30012029-2030\u5e74\u52a0\u901f——\u8fd9\u4e2a\u8282\u594f\u51b3\u5b9a\u4e86\u5149\u6a21\u5757\u5382\u5546\u548c\u5149\u82af\u7247\u5382\u5546\u7684\u4ea7\u54c1\u8def\u7ebf\u56fe\u548c\u4ea7\u80fd\u89c4\u5212\u3002<\/li>\n<\/ol>\n

      \u6d77\u5916\u4e09\u5de8\u5934<\/strong><\/p>\n\n\n\n\n\n\n
      \n

      \u5382\u5546<\/strong><\/p>\n<\/td>\n

      		\n

      \u56fd\u5bb6<\/strong><\/p>\n<\/td>\n

      		\n

      \u6838\u5fc3\u4f18\u52bf<\/strong><\/p>\n<\/td>\n<\/tr>\n

      \n

      Lumentum<\/strong><\/p>\n<\/td>\n

      		\n

      \u7f8e\u56fd<\/p>\n<\/td>\n

      		\n

      InP \u6fc0\u5149\u5668\u5168\u7403\u9f99\u5934\uff0cEML \u548c\u76f8\u5e72\u5149\u82af\u7247\u5168\u9762\u9886\u5148\uff1b2024Q4 \u4e91\u8ba1\u7b97\u4e1a\u52a1\u73af\u6bd4\u589e\u957f 20%<\/p>\n<\/td>\n<\/tr>\n

      \n

      Coherent\uff08\u539f II-VI\uff09<\/strong><\/p>\n<\/td>\n

      		\n

      \u7f8e\u56fd<\/p>\n<\/td>\n

      		\n

      \u5168\u7403\u552f\u4e00\u540c\u65f6\u8986\u76d6 InP \u548c GaAs \u5149\u82af\u7247\u7684\u5168\u80fd\u9009\u624b\uff0c2022 \u5e74\u6536\u8d2d\u539f Coherent \u540e\u6253\u901a\u6750\u6599\u5230\u5668\u4ef6\u5168\u94fe\uff1b2024Q4 \u7f51\u7edc\u4e1a\u52a1\u8425\u6536 8.16 \u4ebf\u7f8e\u5143<\/p>\n<\/td>\n<\/tr>\n

      \n

      Broadcom\uff08\u535a\u901a\uff09<\/strong><\/p>\n<\/td>\n

      		\n

      \u7f8e\u56fd<\/p>\n<\/td>\n

      		\n

      \u5728\u7845\u5149\u3001CPO\uff08\u5171\u5c01\u88c5\u5149\u5b66\uff09\u9886\u57df\u5e03\u5c40\u6700\u6df1\uff0c\u5c06\u5149\u5f15\u64ce\u4e0e\u4ea4\u6362\u673a ASIC \u76f4\u63a5\u6574\u5408<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      \u6b64\u5916\uff0c\u65e5\u672c\u4e09\u83f1\u7535\u673a\u3001\u4f4f\u53cb\u7535\u5de5\u5728 InP \u886c\u5e95\u548c\u9ad8\u7aef EML \u82af\u7247\u9886\u57df\u5360\u636e\u91cd\u8981\u4f4d\u7f6e\uff1b\u5bcc\u58eb\u901a\u5728\u76f8\u5e72\u5149\u6a21\u5757\u9886\u57df\u79ef\u7d2f\u6df1\u539a\u3002<\/p>\n

      \u56fd\u4ea7\u519b\u56e2\uff1a\u4ece\"\u80fd\u7528\"\u5230\"\u597d\u7528\"\u7684\u8de8\u8d8a<\/strong><\/p>\n\n\n\n\n\n\n\n\n\n\n
      \n

      \u5382\u5546<\/strong><\/p>\n<\/td>\n

      		\n

      \u4e0a\u5e02<\/a><\/strong><\/p>\n<\/td>\n

      		\n

      \u6838\u5fc3\u8fdb\u5c55<\/strong><\/p>\n<\/td>\n<\/tr>\n

      \n

      \u6e90\u6770\u79d1\u6280<\/strong><\/p>\n<\/td>\n

      		\n

      A \u80a1<\/p>\n<\/td>\n

      		\n

      CW \u5149\u6e90\u6279\u91cf\u51fa\u8d27\uff1b100G\/200G EML \u8fdb\u5165\u91cf\u4ea7\u6216\u5ba2\u6237\u9a8c\u8bc1\u9636\u6bb5<\/p>\n<\/td>\n<\/tr>\n

      \n

      \u957f\u5149\u534e\u82af<\/strong><\/p>\n<\/td>\n

      		\n

      A \u80a1<\/p>\n<\/td>\n

      		\n

      CW \u5149\u6e90\u6279\u91cf\u51fa\u8d27\uff1b56G\/100G EML \u5e03\u5c40\uff1bGaAs \u548c InP \u53cc\u5e73\u53f0<\/p>\n<\/td>\n<\/tr>\n

      \n

      \u4ed5\u4f73\u5149\u5b50<\/strong><\/p>\n<\/td>\n

      		\n

      A \u80a1<\/p>\n<\/td>\n

      		\n

      CW \u5149\u6e90\u6279\u91cf\u51fa\u8d27\uff1b100G\/200G EML \u8fdb\u5165\u91cf\u4ea7\u6216\u5ba2\u6237\u9a8c\u8bc1\u9636\u6bb5\uff1bPLC \u65e0\u6e90\u82af\u7247\u56fd\u5185\u9886\u5148<\/p>\n<\/td>\n<\/tr>\n

      \n

      \u5149\u8fc5\u79d1\u6280<\/strong><\/p>\n<\/td>\n

      		\n

      A \u80a1<\/p>\n<\/td>\n

      		\n

      \u5149\u6a21\u5757\u5168\u4ea7\u4e1a\u94fe\u5e03\u5c40\uff0c\u5149\u82af\u7247\u81ea\u7814\u81ea\u7528\uff0c25G<\/a> DFB\/EML \u5df2\u91cf\u4ea7<\/p>\n<\/td>\n<\/tr>\n

      \n

      \u534e\u5de5\u79d1\u6280\uff08\u534e\u5de5\u6b63\u6e90\uff09<\/strong><\/p>\n<\/td>\n

      		\n

      A \u80a1<\/p>\n<\/td>\n

      		\n

      \u5149\u6a21\u5757\u9f99\u5934\uff0c\u5411\u4e0a\u6e38\u5149\u82af\u7247\u5ef6\u4f38\uff0c\u7845\u5149\u5e03\u5c40\u79ef\u6781<\/p>\n<\/td>\n<\/tr>\n

      \n

      \u4e2d\u9645\u65ed\u521b<\/strong><\/p>\n<\/td>\n

      		\n

      A \u80a1<\/p>\n<\/td>\n

      		\n

      \u5168\u7403\u5149\u6a21\u5757\u51fa\u8d27\u91cf\u7b2c\u4e00\uff0c\u4f46\u5149\u82af\u7247\u4e3b\u8981\u5916\u8d2d\uff0c\u6b63\u5411\u81ea\u7814\u65b9\u5411\u6295\u5165<\/p>\n<\/td>\n<\/tr>\n

      \n

      \u6d77\u4fe1\u5bbd\u5e26<\/strong><\/p>\n<\/td>\n

      		\n

      \u672a\u4e0a\u5e02<\/p>\n<\/td>\n

      		\n

      \u63a5\u5165\u7f51\u5149\u6a21\u5757\u5168\u7403\u9886\u5148\uff0c\u62e5\u6709\u81ea\u7814\u5149\u82af\u7247\u4ea7\u7ebf<\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

      \u516d\u3001\u7ed3\u8bed<\/strong><\/h2>\n

      \u56de\u5230\u6587\u7ae0\u5f00\u5934\u90a3\u4e2a\u95ee\u9898\uff1a\u4e3a\u4ec0\u4e48\u5149\u6a21\u5757\u662f\"\u5fc5\u987b\"\uff0c\u800c\u4e0d\u662f\"\u66f4\u597d\u7684\u9009\u62e9\"\uff1f<\/p>\n

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        \n
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