Group 1 - The Scale Up optical interconnection solution is approaching, with companies like Nvidia, Google, and Meta starting to introduce optical technology into cabinet scenarios from the second half of 2026 [1][17] - In the Scale Up scenario, the value of FAU, CW laser light sources, and MPO/MTP/MMC connectors is expected to increase [2][18] Group 2 - FAU (Fiber Array Unit) is a high-precision passive optical device that arranges multiple optical fibers at preset intervals using a V-shaped groove substrate, forming a dense optical signal transmission channel [3][19] - FAU is essential for connecting optical engines and optical fibers, serving as a critical component in optical modules and CPOs, offering advantages such as high precision (micron level), high density (e.g., 48 cores), low loss, and high reliability [4][20] Group 3 - The composition of FAU includes optical fibers (core carriers for transmitting optical signals), substrates (mechanical support), and V-shaped groove substrates (for precise fiber positioning) [5][21][23] - FAU is primarily embedded between the optical engine and optical fiber interface within optical modules, with distinct roles at the transmitting end (Tx) and receiving end (Rx) [8][24] Group 4 - D-FAU (Detachable Fiber Array Unit) introduces a detachable and replaceable mechanism, enhancing maintainability by separating the fiber array from the substrate support structure [9][10][25] - FCFAU (Multi-channel Fiber Coupling Array) is an optimized version of multi-channel FAU, utilizing optical coupling elements to achieve higher coupling efficiency, density, and thermal stability, mainly applied within CPO optical engines [11][12][27] Group 5 - The domestic supply landscape includes Tianfu Communication, a leading global manufacturer of high-speed optical devices that has invested in FCFAU development [13][30] - Guangku Technology focuses on fiber laser devices and optical communication devices, having acquired Anjie Xun and Jiahua Weijie to expand into FAU [14][31] - Zhishang Technology specializes in optical communication devices and consumer electronics, providing OEM and interface services for SENKO MPC (D-FAU) [15][32] - Juguang Technology specializes in laser components and optical elements, with micro-lens arrays applicable to D-FAU, PIC ends, and ELS modules [16][33]