【金牌纪要库】相比光模块，CPO可大幅降低功耗、提升速率，初步进入小批量出货验证阶段，这两家企业已向英伟达和博通送样测试

Group 1 - The core viewpoint of the article emphasizes the advantages of CPO technology over traditional optical modules, including significant reductions in power consumption and enhancements in speed, with initial small-batch shipment verification underway [1] - Two companies have begun testing samples with major players like NVIDIA and Broadcom, indicating a strong interest in CPO technology from leading tech firms [1] - The packaging of optical engines and switching chips presents the highest difficulty in the CPO process, with advanced packaging being a cornerstone of CPO technology [1] Group 2 - A domestic company capable of providing 2.5D/3D packaging technology is expected to play an increasingly important role in the industry [1] - The emergence of CPO technology will significantly raise the component threshold for both active and passive optical devices, necessitating improved performance of CW light sources and higher precision for FAU [1] - Another company identified as a core supplier in this field also possesses the capability to supply FAU products, highlighting its strategic importance in the evolving market [1]