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中际旭创:NPO相较CPO拥有更多的灵活性和性价比优势
Xin Lang Cai Jing· 2026-01-31 23:45
Core Viewpoint - Zhongji Xuchuang indicates that NPO is a new technological solution that offers more flexibility and cost-effectiveness compared to CPO, making it a preferred choice among CSP customers and potentially a long-term technology option [1] Group 1 - NPO provides advantages such as pluggable capabilities of optical engines, mature PCB packaging technology, large-scale production capabilities, a more open supply chain ecosystem, and lower costs [1] - NPO is currently favored and valued by CSP customers, suggesting a shift in industry preference [1]