LC：CPO推动Scale-out交换机市场增长 2030年增量达47亿美元

讯石光通讯网10-31

ICC讯2025年10月，LightCounting更新其针对云数据中心的以太网、InfiniBand及光学交换机报告。AI基础设施领域的持续投资推动英伟达在2025年上半年数据中心销售额保持强劲增长。这家AI领军企业的网络业务在经历2024年下半年短暂增长停滞后，已重新回到创纪录轨道。尽管该公司Spectrum-X以太网收入持续攀升，InfiniBand销售额依然保持强劲。我们估算2024年全年...

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Scale-out市场。  我们预估，包含共封装光学（Co-packaged Optics，CPO）在内，以太网交换机芯片销售额在2025至2030年间将以43%的年复合增长率增长。共封装光学的影响因线性驱动可插拔光学（LPO）为每通道100G光模块提供相近节能效果而有所延后。然而目前，每通道200G的共封装光学交换机即将问世，首款产品为英伟达计划于2025年下半年推出的InfiniBand共封装光学交换机，博通TH6-Davisson将于2026年紧随其后。英伟达的公告提升了我们的近期预测，我们预计至2030年，共封装光学将为交换机芯片市场带来约47亿美元增量。  谷歌正在加速其对AI基础设施的投资，该技术高度依赖光电路交换机（Optical Circuit Switch，OCS）。我们对光电路交换机的预测基于其他云公司也将开始采纳这项技术的假设，目前我们看到众多商业供应商进入该市场以支持更广泛的部署。我们注意到支持更快切换速度的光电路交换机技术正获得日益增长的关注与发展，这使得突发模式交换在与传统分组交换的竞争中更具优势。此项技术进步有望在我们预测期内扩大光电路交换机的服务市场。  在2025年4月的版本中，我们首次加入对AI Scale-up交换机ASIC的预测，以英伟达NVLink交换机作为基准线，因为这是2025年唯一大规模出货的Scale-up交换机。本次更新新增了对非NVLink 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