通信行业：电芯片EIC：光通信核心枢纽国产份额有望提升

国盛证券03-05

电芯片是光互联的信号引擎。电芯片（TIA/Driver/CDR 等）不只是光模块的简单配套，而是决定信号速率与功耗的核心枢纽。其中TIA 是在接收端将探测器PD 接收到的信号放大，转换成电压信号，Driver 是在发射端将电信号转换成激光器驱动的电流信号用于发光。TIA/Driver 深度融合均衡、时钟恢复等功能，不仅是技术升级，更是光通信产业从“模块组装”走向“芯片定义”的价值跃迁。电芯片国产...

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通信行业：电芯片EIC：光通信核心枢纽 国产份额有望提升

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通信行业：电芯片EIC：光通信核心枢纽国产份额有望提升