CPO短期难撼动高端CCL需求！大摩：2028年前影响有限供应紧张格局不改

智通财经09-17 23:39

【CPO短期难撼动高端CCL需求！大摩：2028年前影响有限供应紧张格局不改】智通财经APP获悉，摩根士丹利9月17日发布大中华区科技硬件行业最新报告称，尽管共同封装光学(CPO)长期来看可能减少高端覆铜板(CCL)的使用需求，这一技术短期内尚不足以对高端CCL市场构成实质性冲击。考虑到CPO在成本、制造良率、可靠性、可维护性以及散热管理等方面仍面临诸多挑战，该行预计，2026年至2028年高端CCL需求受到的影响有限，AI系统对高性能CCL的需求以及供应紧张格局仍将延续。

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CPO短期难撼动高端CCL需求！大摩：2028年前影响有限 供应紧张格局不改

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CPO短期难撼动高端CCL需求！大摩：2028年前影响有限供应紧张格局不改