半导体芯闻·2025-12-24 10:19Core Insights - The article discusses the advancements and market trends in the CPO (Co-Packaged Optics) technology within the optical communication industry, highlighting its growing importance for AI and data center applications [2][5]. Group 1: CPO Technology Developments - Nvidia announced the adoption of single-channel 200G CPO technology in its InfiniBand and Ethernet switches in March [2]. - Meta's testing in September demonstrated the reliability of Broadcom's previous CPO products, leading to Broadcom's launch of its third-generation single-channel 200G CPO product in October [2]. - At the TEF conference in December, Nvidia reported that AI clusters based on CPO switches showed a tenfold improvement in reliability compared to systems using pluggable optical modules, translating to a fivefold increase in cluster uptime [2]. Group 2: Market Trends and Predictions - Ciena's acquisition of Nubis Communications and Marvell's acquisition of Celestial AI indicate major companies' focus on CPO technology, with expectations of more M&A activities in this space by early 2026 [5]. - Currently, CPO applications are limited to Scale-Out network design switches, with the next challenge being to extend Scale-Up interconnects beyond single racks, aiming to scale GPU clusters from 128-144 chips to 500-1000 chips for accelerated AI training [5]. - Amazon is using AEC to interconnect Trainium accelerators across two racks, but this may not scale well to more racks, while Huawei employs 800G pluggable LPO optical modules in its vertical Scale-Up network [5]. Group 3: Future Market Outlook - LightCounting has raised its market forecast for CPO, which now includes 1.6T and 3.2T ports for Scale-Up scenarios with transmission distances under 50 meters [5]. - Broadcom and Nvidia are expected to launch integrated CPO Scale-Up switches, GPUs, or XPUs by 2026, with shipments starting in 2027 [8]. - By 2030, the market size for CPO engines covering both Scale-Up and Scale-Out scenarios is projected to reach $10 billion, with nearly 100 million CPO ports expected to be shipped [8].