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铜缆连接概念爆发,博创科技20%涨停,瑞可达等大涨
688800Recodeal(688800) 证券时报网·2024-12-16 03:24

Industry Overview - The copper cable connection concept saw a significant surge in the market, with companies like Bochuang Technology hitting a 20% increase limit, Ruikeda and Zhaolong Interconnect rising over 17%, and others like Xinke Materials, Wolke Materials, and Luxiao Technology also hitting the increase limit [1] - The market's attention to active copper cables has increased due to the performance disclosures of Credo and Marvell, as well as the release of Amazon's Trn2 server [1] - Traditional high-speed copper cables, such as DAC passive copper cables, face issues like excessive loss and limited transmission distance as transmission rates increase, leading to the gradual adoption of ACC and AEC active copper cables [1] - ACC active copper cables incorporate a linear Redriver chip at the RX end to extend transmission distance, while AEC active cables use CDR chips at both ends to re-time and re-drive signals, offering better loss compensation and longer connection support compared to ACC [1] Market Growth and Projections - The application of active copper cables is expected to grow driven by AI/ML workloads, with the market size for active copper cable chips projected to grow from $100 million in 2023 to over $1 billion by 2027, at a compound annual growth rate (CAGR) of over 70% [2] - The corresponding copper cable market size is also expected to grow at a similar CAGR, reaching over $3 billion by 2027 [2] Key Suppliers and Players - Major ACC suppliers include MACOM, Semtech, and Spectra7, while AEC suppliers include Asteralabs, Broadcom, Credo, Marvell, Maxliner, and Point2 [2] - In China, Xinsheng has made strides in high-speed AEC cable modules, Ruikeda is advancing related projects for its AEC series products, and Zhaolong Interconnect offers both passive and active copper cable solutions [2] Industry Impact - The rapid growth of active copper cables is expected to benefit related companies in the supply chain, with close attention recommended on marginal changes in the industry chain [2]