研报 | 功耗降至铜缆5%，Micro LED CPO开启数据中心互连新局

Core Insights - The rise of generative AI is driving an increasing demand for high-speed data transmission in data centers, leading to challenges for traditional copper cable solutions in terms of transmission density and energy efficiency [2] - Micro LED CPO solutions are emerging as a promising alternative due to their significantly lower energy consumption, potentially reducing overall energy usage to 5% of that of copper cable solutions [2] - The market is pushing data transmission specifications towards 800 Gbps and 1.6 Tbps, with traditional copper cables consuming over 10 pJ/bit, prompting a shift towards optical solutions [2] Group 1 - Current optical transceiver modules for 1.6 Tbps consume approximately 30W, while Micro LED CPO architecture could reduce this power consumption by nearly 20 times to around 1.6W, improving efficiency and reducing heat pressure [3] - NVIDIA has set specifications for its silicon photonics CPO, targeting low energy consumption (<1.5 pJ/bit), miniaturization (>0.5 Tbps/mm²), and high reliability (less than 10 FIT) [3] - Micro LED CPO technology demonstrates unique advantages by integrating chips smaller than 50 microns with CMOS driver circuits, achieving energy consumption of only 1-2 pJ/bit, making it ideal for short-distance high-speed transmission in data centers [3] Group 2 - Global supply chains are actively positioning themselves in the optical communication and interconnect field, with Microsoft launching the MOSAIC architecture and Credo acquiring Hyperlume to enhance its optical interconnect capabilities [4] - Avicena is developing the LightBundle™ technology to improve data transmission efficiency and power performance [4]