DSP，新变数！

Core Viewpoint - The article emphasizes the rising importance of Digital Signal Processors (DSPs) in reshaping the future of optical communication, particularly in the context of AI-driven large-scale data centers, as they transition from 100G to 1.6T bandwidth upgrades [1][3]. Group 1: Importance of DSPs - Optical communication DSPs are critical components in modern fiber networks, converting analog signals to digital and encoding data into various optical signals using advanced modulation techniques [3]. - The growth of AI is driving a new paradigm in interconnects for large-scale data centers, where the performance of DSPs directly impacts model training latency and costs [3]. - The PAM4 DSP market is expected to exceed $1 billion in consumption by 2028, with a total market size surpassing $4 billion and a strong CAGR [3]. Group 2: Market Leaders - Marvell, Broadcom, and Credo dominate the optical communication DSP market, with Marvell leading in both PAM4 and coherent DSPs due to its strategic acquisition of Inphi for approximately $10 billion [5][7]. - Marvell's product matrix includes a complete range from 100G to 1.6T, with the launch of the Ara platform showcasing a 20% power reduction compared to previous generations [7][10]. - Broadcom's DSPs are known for low power consumption and high performance, with the recent Sian3 DSP supporting 200G PAM4 modulation and also achieving over 20% power reduction for 1.6T optical modules [10][11]. Group 3: Emerging Players - Alphawave Semi is transitioning from an IP provider to a silicon product supplier, focusing on high-speed PAM4 and coherent DSPs, leveraging 3nm technology to challenge established players [14]. - Retym, founded in 2021, specializes in programmable coherent DSP solutions for cloud and AI infrastructure, with its first chip optimized for data center interconnects [15][16]. Group 4: Trends and Observations - The DSP market is at a crossroads of technology and application, with energy optimization becoming a critical threshold as DSP chips operate continuously [19]. - The future of DSP products is expected to integrate high-speed SerDes, DSP logic, security modules, and AI-assisted algorithms, moving away from traditional discrete solutions [19]. - The competitive landscape is shifting, with traditional players facing complex relationships with customers, while new entrants like Retym and Alphawave promote open collaboration strategies [19].