CPO，长电官宣

Core Insights - Changdian Technology has made significant progress in the CPO (Co-Packaged Optics) product technology field, successfully delivering XDFOI process silicon photonic engine samples that have passed client testing [1] - The XDFOI is a unique high-density multi-chiplet packaging solution that integrates optical devices with logic chips, optimizing energy efficiency and bandwidth performance [1] Market Demand and Growth - The demand for CPO is expected to surge by 166 times by 2030 compared to 2024, driven by increased investments in data centers and AI [2] - The global market for optical transceivers is projected to grow 2.6 times by 2030, with significant demand for 400G and 800G products [3] - The CPO market is anticipated to reach 14 trillion 1,850 billion yen by 2030, with a compound annual growth rate (CAGR) of 32.9% expected by 2025 [2] Product Trends - The 800G optical transceiver products are primarily adopted by major North American cloud service providers and Nvidia, with expectations for continued growth as network speeds increase [3] - Next-generation products such as 1.6T and 3.2T are expected to be introduced starting in 2026 and 2029, respectively [3]