中金：光模块需求高增光学厂商有望构建新成长曲线

智通财经05-25

智通财经APP获悉，中金发布研报称，根据LightCounting预测，100G及以上可插拔光模块市场规模将从2025年近200亿美元增至2030年超500亿美元，2030年CPO市场规模有望达100亿美元。伴随光通信需求高增与速率提升，无源光器件重要性日益凸显，光学厂商相继从消费电子切入光通信，其核心技术及大规模高可靠生产能力具备可迁移性，有望构建新的成长曲线。中金主要观点如下：光模块需求高增，...

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href=http://www.zhitongcaijing.com/content/detail/1445505.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中金发布研报称，根据LightCounting预测，100G及以上可插拔光模块市场规模将从2025年近200亿美元增至2030年超500亿美元，2030年CPO市场规模有望达100亿美元。伴随光通信需求高增与速率提升，无源光器件重要性日益凸显，光学厂商相继从消费电子切入光通信，其核心技术及大规模高可靠生产能力具备可迁移性，有望构建新的成长曲线。中金主要观点如下：光模块需求高增，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1445505.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SGXZ49509284.SGD","symbol_name":"United China A Shares Innovation A Acc 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中金：光模块需求高增 光学厂商有望构建新成长曲线

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中金：光模块需求高增光学厂商有望构建新成长曲线