国盛证券：PIC重塑光通信产业格局设计能力与工艺积累将成核心壁垒

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智通财经APP获悉，国盛证券发布研报称，集成光路(PIC)通过将多路光器件集成于单一芯片，实现光信号处理的高度集成化与模块化，不仅是技术演进，更是光通信产业从“组装模式”走向“芯片化制造”的范式革命。该行认为PIC是光通信产业长期发展的必然路径，其设计能力与工艺积累将成为核心壁垒。建议重点关注在PIC设计、关键工艺与上游材料环节具备领先布局的企业：PIC设计、PIC配套芯片/器件及封装与系统集成。...

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国盛证券：PIC重塑光通信产业格局 设计能力与工艺积累将成核心壁垒

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国盛证券：PIC重塑光通信产业格局设计能力与工艺积累将成核心壁垒