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天风证券:MicroLED光模块传输方案,打破光铜取舍困境
Xin Lang Cai Jing· 2025-08-25 00:24
Core Viewpoint - MOSAIC is backward compatible with existing standard link forms and electrical host interfaces, allowing direct replacement of current optical copper links without changes to servers or switches [1] Group 1 - MOSAIC has validated its prototype with Ethernet and InfiniBand protocol stacks, confirming compatibility with new protocols such as NVink and CXL [1] - The architecture of Mosaic utilizes a WaS structure, operating each channel at a relatively low data rate of 2Gbps [1] - If the solution scales, MicroLED, multi-core imaging fibers, TIR lenses, CMOS sensors, and MicroLED optical connectors are expected to be major beneficiaries [1] Group 2 - Companies to watch include those involved in MicroLED and optical modules, MicroLED chips, multi-core imaging fibers, potential TIR lens suppliers, and CMOS sensors [1]