凌云光：当前OCS应用呈现“北美领先、中国跟进”格局_老虎社区_美港股上老虎

凌云光：当前OCS应用呈现“北美领先、中国跟进”格局

证券日报 04-03

证券日报网4月3日讯，凌云光在接受调研者提问时表示，当前OCS应用呈现“北美领先、中国跟进”格局。北美以谷歌为代表，已率先进入规模化部署阶段；国内市场尚处早期探索与实验验证阶段。技术路线上，目前在以小端口OCS供应中，MEMS的规模性和成本性优势凸显，但在端口扩容方面存在一定瓶颈；而基于压电陶瓷技术的方案具备更优的光性能和可靠性，在面向大端口需求的演进方向上具备独特竞争力。凌云光在OCS环节当前...

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