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CPO外置集成光源ELSFP
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剑桥科技(603083.SH):1.6T与3.2T的CPO集成硅光光引擎、基于大功率激光器的CPO外置集成光源ELSFP均已启动预研及后续研发
Ge Long Hui· 2025-09-29 08:11
Core Viewpoint - The company has a comprehensive technological capability in the optical module field, focusing on silicon photonics technology for its 800G and 1.6T optical module products [1] Group 1: Technology and Product Development - The company is developing various technology routes, including silicon photonics, EML, and DML [1] - Current business focus is on silicon photonics-based CPO optical engines and the development of external integrated light sources (ELSFP) [1] - Research and development for 1.6T and 3.2T CPO integrated silicon photonic optical engines and high-power laser-based ELSFP has commenced, with products in the customer customization prototype stage [1] Group 2: Market Engagement and Events - The company showcased some experimental prototypes at the recent CIOE (China International Optoelectronic Expo) in Shenzhen [1] Group 3: Long-term Strategy and Industry Context - The company emphasizes the long-term nature of investments in emerging technologies like CPO, which will not have a direct impact on short-term performance [1] - There is a consensus in the industry that the transition from R&D to commercial application of CPO technology will require a significant amount of time and involves uncertainties [1]