{"id":7536,"date":"2026-05-08T17:49:41","date_gmt":"2026-05-08T09:49:41","guid":{"rendered":"https:\/\/witology.com.tw\/?p=7536"},"modified":"2026-05-08T17:57:05","modified_gmt":"2026-05-08T09:57:05","slug":"cpo-ai-datacenter-optical-interconnect","status":"publish","type":"post","link":"https:\/\/witology.com.tw\/en\/post\/7536\/","title":{"rendered":"\u4e94\u6708_AI \u5149\u901a\u8a0a\u5c08\u984c\uff5cAI\u8cc7\u6599\u4e2d\u5fc3\u9ad8\u901f\u4e92\u9023\u4e0bCPO\u7684\u5b9a\u4f4d -CPO\u53d6\u4ee3\u5834\u666f\u3001\u6280\u8853\u6f14\u9032\u8207PCBA\u89d2\u8272\u8f49\u79fb"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewbox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewbox=\"0 0 24 24\" version=\"1.2\" baseprofile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/witology.com.tw\/en\/post\/7536\/#CPO%E4%B8%BB%E8%A6%81%E5%8F%96%E4%BB%A3%E5%A0%B4%E6%99%AF%E8%88%87%E5%8E%9F%E5%9B%A0\" >CPO\u4e3b\u8981\u53d6\u4ee3\u5834\u666f\u8207\u539f\u56e0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/witology.com.tw\/en\/post\/7536\/#%E6%A9%9F%E6%AB%83%E5%85%A7%E9%AB%98%E9%80%9F%E7%B7%9A%E6%9D%90%E8%88%87CPO%E5%B8%82%E5%A0%B4%E6%A6%82%E6%B3%81\" >\u6a5f\u6ac3\u5167\u9ad8\u901f\u7dda\u6750\u8207CPO\u5e02\u5834\u6982\u6cc1<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/witology.com.tw\/en\/post\/7536\/#%E5%8F%AF%E6%8F%92%E6%8B%94_LPO_CPO_%E7%9A%84%E5%B7%AE%E5%88%A5%E8%88%87%E6%95%A3%E7%86%B1%E6%A5%B5%E9%99%90\" >\u53ef\u63d2\u62d4 \/ LPO \/ CPO \u7684\u5dee\u5225\u8207\u6563\u71b1\u6975\u9650<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/witology.com.tw\/en\/post\/7536\/#PCBA%E7%9A%84%E8%A7%92%E8%89%B2%E8%BD%89%E7%A7%BB%EF%BC%8C%E5%BE%9E%E6%89%BF%E8%BC%89%E6%A8%A1%E7%B5%84%E5%88%B0%E6%95%B4%E5%90%88%E5%B0%81%E8%A3%9D%E8%BC%89%E9%AB%94\" >PCBA\u7684\u89d2\u8272\u8f49\u79fb\uff0c\u5f9e\u627f\u8f09\u6a21\u7d44\u5230\u6574\u5408\u5c01\u88dd\u8f09\u9ad4<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/witology.com.tw\/en\/post\/7536\/#%E5%BB%B6%E4%BC%B8%E9%96%B1%E8%AE%80\" >Extended Reading<\/a><\/li><\/ul><\/li><\/ul><\/nav><\/div>\n\n<p>Author: Mr. Lin Weizhi, Executive Vice President, Ji-Pu Industrial Trend Research Institute<\/p>\n<p>AI\u904b\u7b97\u7af6\u8cfd\u5df2\u5f9e\u300cGPU \u904b\u7b97\u529b\u8ecd\u5099\u7af6\u8cfd\u300d\u9032\u5165\u300c\u4e92\u9023\u983b\u5bec\u8ecd\u5099\u7af6\u8cfd\u300d\u3002\u5982\u679c GPU\u662f\u5927\u8166\uff0c\u5149\u6a21\u7d44\u5c31\u662f\u795e\u7d93\u7cfb\u7d71\u3002\u55ae\u4e00 AI \u8a13\u7df4\u53e2\u96c6\u898f\u6a21\u5df2\u5f9e\u5343\u5361\u64f4\u5927\u81f3\u842c\u5361\u3001\u5341\u842c\u5361\u7b49\u7d1a\uff0cnVIDIA Rubin Ultra \u898f\u5283 288-die rack\uff0c\u55ae rack \u529f\u8017\u9ad8\u9054 450-500kW\u3002\u5728\u9019\u6a23\u7684\u898f\u6a21\u4e0b\uff0c\u50b3\u7d71\u9285\u7dda\u7684\u7269\u7406\u6975\u9650\u5c07\u6210\u70ba\u6700\u56b4\u5cfb\u7684\u74f6\u9838\uff1a112G\/lane \u9285\u7dda\u6700\u9060\u7d047\u516c\u5c3a\uff0c\u5230 224G\/lane \u50c5\u5269\u7d042.5\u516c\u5c3a\uff0c\u4e14\u7576SerDes \u901f\u7387\u6f14\u9032\u81f3 448G \u6642\u5e7e\u4e4e\u7121\u6cd5\u5728\u9285\u7dda\u4e0a\u4f7f\u7528\u3002\u8207\u6b64\u540c\u6642\uff0c\u529f\u8017\u554f\u984c\u540c\u6a23\u8feb\u5207\uff0cnVIDIA \u6307\u51fa\uff0c25 \u842c\u9846 GPU \u53e2\u96c6\u4e2d\u5149\u6a21\u7d44\u6d88\u8017 45MW\uff0c100 \u842c\u9846 GPU \u6642\u9054 180MW\uff0c\u5149\u6a21\u7d44\u7d04\u5360\u53e2\u96c6\u7e3d\u529f\u8017 30%\u3002\u9019\u4e9b\u7684\u9650\u5236\u9010\u6f38\u756b\u51faAI\u8cc7\u6599\u4e2d\u5fc3\u7684\u50b3\u8f38\u908a\u754c\u3002<\/p>\n<p>\u8cc7\u6599\u4e2d\u5fc3\u7db2\u8def\u4e3b\u6d41\u63a1\u80d6\u6a39\u67b6\u69cb\uff08Fat-tree\uff09\uff0c\u5206\u70ba L1\/L2\/L3 \u4e09\u5c64\uff0c\u4e0d\u540c\u5c64\u7d1a\u4f7f\u7528\u4e0d\u540c\u7684\u9023\u63a5\u7dda\u6750\u3002\u5728\u6a5f\u6ac3\u5167\uff08&lt;7m\uff09\uff0cGPU\/Server \u81f3 ToR(Top of Rack) \u4ea4\u63db\u5668\u4e4b\u9593\u4e3b\u8981\u4f7f\u7528 DAC\uff08Direct Attach Copper\uff0c\u7121\u6e90\u9285\u7e9c\uff09\u3001ACC\uff08Active Copper Cable\uff0c\u6709\u6e90\u9285\u7e9c\uff09\u3001AEC\uff08Active Electrical Cable\uff0c\u6709\u6e90\u96fb\u7e9c\uff09\u7b49\uff0c\u5176\u4e2d\u9285\u7e9c\u65b9\u6848\uff0c\u4ee5\u53ca AOC\uff08Active Optical Cable\uff0c\u6709\u6e90\u5149\u7e9c\uff09\uff1b\u6a5f\u6ac3\u9593\u4e92\u806f\uff087-50m\uff09\u4ee5 AOC \u6216\u642d\u914d DSP \u7684\u77ed\u8ddd\u5149\u6a21\u7d44\u70ba\u4e3b\uff1b\u6a5f\u6ac3\u5340\u57df\u9593\uff0850-100m\uff09\u4f7f\u7528 SR \u5149\u6a21\u7d44\uff1b\u8cc7\u6599\u4e2d\u5fc3\u9aa8\u5e79\uff08500m-10km\uff09\u4f7f\u7528 DR\/FR\/LR \u5149\u6a21\u7d44\uff1b\u8de8\u8cc7\u6599\u4e2d\u5fc3\uff08&gt;80km\uff09\u5247\u4f7f\u7528 ZR\/ZR+\/Coherent \u65b9\u6848\u3002<\/p>\n<p>\u5e02\u5834\u898f\u6a21\u65b9\u9762\uff0c\u5728\u9ad8\u901f\u7dda\u6750\u5e02\u5834\u65b9\u9762\uff0c\u6839\u64da LightCounting \u8207 Credo \u8cc7\u6599\uff0c2026 \u5e74\u5168\u7403\u9ad8\u901f\u7dda\u6750\u5e02\u5834\u9810\u4f30\u9054 41.1 \u5104\u7f8e\u5143\uff0c\u5e74\u589e 39%\uff0c\u4e3b\u8981\u7531 800G \u8207 1.6T \u898f\u683c\u7684\u5347\u7d1a\u9700\u6c42\u6240\u9a45\u52d5\u3002\u5176\u4e2d\u9285\u7e9c\u65b9\u6848\u5728\u77ed\u8ddd\u96e2\u4ecd\u5177\u6210\u672c\u512a\u52e2\uff0c\u4f46\u96a8 SerDes \u901f\u7387\u6301\u7e8c\u63d0\u5347\uff0c\u5149\u7e9c\u8207\u5149\u6a21\u7d44\u7684\u4f54\u6bd4\u6b63\u5728\u5feb\u901f\u64f4\u5927\u3002\u800cCPO \u6574\u9ad4\u89e3\u6c7a\u65b9\u6848\u5e02\u5834\uff08\u6db5\u84cb\u5149\u5f15\u64ce\u3001\u5916\u90e8\u96f7\u5c04\u5149\u6e90\u3001FAU\u3001Fiber Shuffle\u3001\u5c01\u88dd\u7b49\u5143\u4ef6\uff09\u4ecd\u8655\u65bc\u840c\u82bd\u968e\u6bb5\uff0c\u4f46\u6210\u9577\u659c\u7387\u6975\u70ba\u9661\u5ced\u3002\u6839\u64da IDTechEx \u9810\u4f30\uff0c2026 \u5e74\u5e02\u5834\u898f\u6a21\u7d04 1.2 \u5104\u7f8e\u5143\uff0c2030 \u5e74\u9054 80 \u5104\u7f8e\u5143\uff0c2036 \u5e74\u7a81\u7834 200 \u5104\u7f8e\u5143\uff0c2026-2036 \u5e74 CAGR \u7d04 66.8%\u3002\u5f9e\u7d42\u7aef\u8a2d\u5099\u4f86\u770b\uff0cLightCounting \u9810\u4f30 CPO \u4ea4\u63db\u6a5f\u51fa\u8ca8\u53f0\u6578\u5c07\u5f9e 2025 \u5e74\u7684 14.3 \u842c\u53f0\uff0c\u52302026\u5e74\u7684 20\u842c\u53f0\uff0c\u9810\u4f30\u81f3 2028 \u5e74\u7684 229.8 \u842c\u53f0\uff0c\u4e09\u5e74 CAGR \u9054 100.2%\u3002<\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"CPO%E4%B8%BB%E8%A6%81%E5%8F%96%E4%BB%A3%E5%A0%B4%E6%99%AF%E8%88%87%E5%8E%9F%E5%9B%A0\"><\/span>CPO\u4e3b\u8981\u53d6\u4ee3\u5834\u666f\u8207\u539f\u56e0<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>CPO\uff08Co-Packaged Optics\uff0c\u5171\u540c\u5c01\u88dd\u5149\u5b78\uff09\u5c07\u5149\u5b78\u5f15\u64ce\u76f4\u63a5\u8207\u4ea4\u63db\u5668 ASIC \u5171\u540c\u5c01\u88dd\u5728\u540c\u4e00\u8f09\u677f\u4e0a\uff0c\u628a\u5149\u96fb\u8f49\u63db\u8ddd\u96e2\u5f9e\u50b3\u7d71\u53ef\u63d2\u62d4\u6a21\u7d44\u7684 15-30 \u516c\u5206\u7e2e\u77ed\u81f3\u6beb\u7c73\u7d1a\u3002\u5b83\u4e3b\u8981\u53d6\u4ee3\u7684\u662f\u300c\u53ef\u63d2\u62d4\u5149\u6536\u767c\u6a21\u7d44\u300d\u5728\u9ad8\u901f\u4ea4\u63db\u5668\u4e2d\u7684\u89d2\u8272\u3002\u4ed6\u80fd\u89e3\u6c7a\uff1a<\/p>\n<ol>\n<li>\u529f\u8017\u74f6\u9838\uff1aDSP \u7d04\u5360\u53ef\u63d2\u62d4\u6a21\u7d44\u529f\u8017 50%\uff0810-14W\uff09\uff0c\u7576 SerDes \u901f\u7387\u63a8\u9032\u5230 400G\/lane\uff083.2T \u4e16\u4ee3\uff09\u6642\uff0c\u55ae\u6a21\u7d44\u529f\u8017\u4f30\u8a08\u9054 40-60W\uff0c\u5df2\u8d85\u51fa OSFP-XD \u7684 40W \u6563\u71b1\u4e0a\u9650\u3002<\/li>\n<li>\u8a0a\u865f\u5b8c\u6574\u6027\uff1a\u53ef\u63d2\u62d4\u6a21\u7d44\u8ddd\u96e2 ASIC \u7684 15-30cm PCB \u8d70\u7dda\u9020\u6210\u56b4\u91cd\u8a0a\u865f\u8870\u6e1b\uff0cCPO \u5c07\u6b64\u7e2e\u77ed\u81f3\u6beb\u7c73\u7d1a\uff0cnVIDIA \u5b98\u65b9\u6578\u64da\u986f\u793a\u8a0a\u865f\u5b8c\u6574\u6027\u63d0\u5347 63 \u500d\u3001\u63d2\u5165\u640d\u8017\u5f9e 22dB \u964d\u81f3 4dB\u3002<\/li>\n<li>\u983b\u5bec\u5bc6\u5ea6\uff1aCPO \u53ef\u5728\u66f4\u5c0f\u7a7a\u9593\u5be6\u73fe\u66f4\u9ad8\u983b\u5bec\uff0c\u4f8b\u5982 NVIDIA SN6800 \u4ee5 5U \u7a7a\u9593\u5be6\u73fe 409.6T \u4ea4\u63db\u5bb9\u91cf\u3002<\/li>\n<\/ol>\n<p style=\"text-align: center;\">\u8868\u4e00\u3001\u8cc7\u6599\u4e2d\u5fc3\u7db2\u8def\u67b6\u69cb\u8207CPO\u53d6\u4ee3\u6027\u5206\u6790<\/p>\n<p style=\"text-align: center;\"><img decoding=\"async\" class=\"lazyload alignnone wp-image-7538\" src=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/11.png\" data-orig-src=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/11.png\" alt=\"\" width=\"709\" height=\"240\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27709%27%20height%3D%27240%27%20viewBox%3D%270%200%20709%20240%27%3E%3Crect%20width%3D%27709%27%20height%3D%27240%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/11-18x6.png 18w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/11-200x68.png 200w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/11-300x102.png 300w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/11-400x135.png 400w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/11-600x203.png 600w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/11-768x260.png 768w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/11-800x271.png 800w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/11-1024x347.png 1024w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/11-1200x406.png 1200w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/11.png 1309w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 709px) 100vw, 709px\" \/><\/p>\n<p style=\"text-align: center;\">source. LightCounting\u3001Credo\u3001\u667a\u749e\u7522\u696d\u8da8\u52e2\u7814\u7a76\u6240\u6574\u7406<\/p>\n<p style=\"text-align: center;\">\n<p>CPO \u53d6\u4ee3\u7684\u6025\u8feb\u6027\uff0c\u9aa8\u5e79\u5c64\u6700\u9ad8\u3001\u6a5f\u6ac3\u5167\u53cd\u800c\u6700\u4f4e\u3002\u8cc7\u6599\u4e2d\u5fc3\u9aa8\u5e79\uff08Spine \u2194 Super-Spine\uff09\u7684\u4ea4\u63db\u5668\u7aef\u53e3\u6578\u91cf\u6700\u591a\u3001\u6bcf\u500b\u7aef\u53e3\u90fd\u662f\u5149\u6a21\u7d44\u3001\u529f\u8017\u6700\u96c6\u4e2d\uff0cCPO \u7684\u529f\u8017\u8207\u5bc6\u5ea6\u512a\u52e2\u5728\u6b64\u5834\u666f\u6548\u76ca\u6700\u5927\uff0cnVIDIA Spectrum-X\uff08409.6T\uff09\u8207 Broadcom Davisson\uff08102.4T\uff09\u90fd\u662f\u5b9a\u4f4d\u65bc\u9aa8\u5e79\u7d1a\u7684 Scale-out \u4ea4\u63db\u5668\uff0c\u4e5f\u662f CPO \u6700\u5148\u5c0e\u5165\u7684\u7522\u54c1\u3002\u6a5f\u6ac3\u9593\u4e92\u806f\uff08L1\/L2\uff09\u540c\u6a23\u53d7\u76ca\u65bc CPO \u7684\u8a0a\u865f\u5b8c\u6574\u6027\u512a\u52e2\u3002\u76f8\u53cd\u5730\uff0c\u6a5f\u6ac3\u5167 Scale-up \u4e92\u9023\uff08GPU \u2194 NVSwitch\uff09\u76ee\u524d\u5c0d CPO \u7684\u9700\u6c42\u53cd\u800c\u4e0d\u6025\u8feb\u3002\u4ee5 nVIDIA NVL72 GB300\u70ba\u4f8b\uff0c\u6a5f\u6ac3\u5167 GPU \u8207 NVSwitch \u4e4b\u9593\u900f\u904e NVLink \u5354\u8b70\u4ee5\u9285\u7e9c DAC \u9023\u63a5\uff0c\u5171 5184 \u689d\u3001\u6bcf\u689d 200G\u3002nVIDIA \u7684\u7b56\u7565\u662f\u4ee5\u5927\u91cf\u901a\u9053\u6578\u5806\u758a\u7e3d\u983b\u5bec\uff085,184\u689d \u00d7 200G=\u7d04 518T\uff09\uff0c\u800c\u975e\u8ffd\u6c42\u55ae\u901a\u9053 400G\/lane \u7684\u6975\u9650\u901f\u7387\uff0c\u56e0\u6b64\u9285\u7e9c\u5728\u6b64\u5834\u666f\u4ecd\u7136\u5920\u7528\u3002\u5373\u4f7f\u5230\u4e0b\u4e00\u4ee3 Rubin NVL144\uff0cScale-up \u4ecd\u4f7f\u7528\u9285\u7e9c\uff08\u53ef\u80fd\u6539\u70ba\u4ee5\u5927\u578b PCB \u4e2d\u677f\u53d6\u4ee3\u9010\u689d\u9285\u7e9c\u4f48\u7dda\uff0c\u7c21\u5316\u6a5f\u6ac3\u5167\u9023\u63a5\u67b6\u69cb\uff0cPCB all to all connection\uff09\u3002\u76f4\u5230 Rubin Ultra NVL576\uff088 \u6a5f\u6ac3\u67b6\u69cb\uff09\uff0c\u8de8\u6a5f\u67b6\u7684 L2 Scale-up \u624d\u9996\u5ea6\u5f15\u5165\u5149\u5b78\u4e92\u9023\uff085,184 \u689d\u5149\u7e96 \u00d7 400G\uff0c\u642d\u914d 324 \u9846 3.2T \u5149\u5f15\u64ce\uff09\uff0c\u9810\u8a08\u63a1\u7528\u7684\u662f VCSEL NPO\u3002\u771f\u6b63\u5728 Scale-up \u4e2d\u5c0e\u5165 CPO \u8981\u7b49\u5230 2028 \u5e74\u7684 Feynman \u5e73\u53f0\uff08NVLink-8\uff09\u3002<\/p>\n<p>Credo \u63a8\u51fa\u7684 ACL \u7dda\u6750\u53ef\u5c07\u9285\u7e9c\u5ef6\u4f38\u81f3 20-30m\uff0c\u4f46\u7121\u6cd5\u89e3\u6c7a 400G\/lane \u4ee5\u4e0a\u7684\u529f\u8017\u554f\u984c\u3002\u8d8a\u5f80\u9577\u8ddd\u96e2\uff08L2\/L3\/DCI\uff09\uff0c\u539f\u672c\u5c31\u5df2\u7d93\u4f7f\u7528\u7368\u7acb\u5149\u6a21\u7d44\uff0cCPO \u5728\u9019\u4e9b\u5834\u666f\u7684\u76f4\u63a5\u53d6\u4ee3\u6027\u53cd\u800c\u8f03\u4f4e\u3002\u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0c1.6T \u4e16\u4ee3\u4ecd\u4ee5\u53ef\u63d2\u62d4\u6a21\u7d44\u642d\u914d LPO \u70ba\u4e3b\u6d41\u3002\u76ee\u524d\u696d\u754c\u8abf\u67e5Broadcom TH6 \u96d6\u6709 CPO \u7248\u672c\uff0c\u4f46\u76ee\u524d\u96f2\u7aef\u5ee0\u5e7e\u4e4e\u90fd\u63a1\u7528\u7d14\u96fb\u7248\u672c\uff0cCPO \u7248\u5c1a\u672a\u5927\u91cf\u5c0e\u5165\u30022026 \u5e74\u5be6\u969b\u91cf\u7522\u51fa\u8ca8\u7684 CPO \u4ea4\u63db\u5668\u4ee5 nVIDIA Quantum-X\u70ba\u4e3b\u3002\u6b64\u5916\uff0c\u696d\u754c\u4e5f\u9700\u5340\u5206 CPO \u8207 NPO\uff08Near-Packaged Optics\uff0c\u8fd1\u5c01\u88dd\u5149\u5b78\uff09\u7684\u5dee\u7570\uff1aCPO \u662f\u5c07\u5149\u5f15\u64ce\u653e\u5165 ASIC \u5c01\u88dd\u5167\u90e8\uff0c\u8207\u6676\u7247\u5171\u5c01\u88dd\u65bc\u540c\u4e00\u57fa\u677f\u4e0a\uff08\u8ddd\u96e2\u6578\u6beb\u7c73\uff09\uff1bNPO \u5247\u662f\u5c07\u5149\u5f15\u64ce\u653e\u5728 PCB \u677f\u4e0a\u9760\u8fd1 ASIC \u7684\u4f4d\u7f6e\uff08\u8ddd\u96e2\u6578\u516c\u5206\uff09\uff0c\u672a\u9032\u5165\u5c01\u88dd\u5167\u90e8\u3002NPO \u7684\u512a\u52e2\u5728\u65bc\u53ef\u5728\u677f\u7d1a\u66f4\u63db\u7dad\u4fee\u3001\u4e0d\u9700\u6539\u52d5 ASIC \u5c01\u88dd\u8a2d\u8a08\uff0c\u4e14\u4ee5 VCSEL \u591a\u6a21\u5149\u7e96\u5be6\u73fe(\u7d041pJ\/bit)\u7684\u6975\u4f4e\u80fd\u8017\uff0c\u90e8\u7f72\u9580\u6abb\u8f03 CPO \u4f4e\u3002Broadcom \u5373\u540c\u6642\u5e03\u5c40\u77fd\u5149\u5b50 CPO\uff08\u55ae\u6a21\u3001\u9577\u8ddd\uff09\u8207 VCSEL NPO\uff08\u591a\u6a21\u3001\u77ed\u8ddd &lt;50m\uff09\u96d9\u8ecc\u8def\u7dda\u3002\u6574\u9ad4\u800c\u8a00\uff0c\u771f\u6b63\u7684\u5206\u6c34\u5dba\u5728 400G\/lane\uff08\u5c0d\u61c9 3.2T \u4e16\u4ee3\uff09\uff0c\u9810\u4f30\u7d04 2028-2030 \u5e74 CPO \u624d\u6703\u5927\u91cf\u63a1\u7528\uff0c\u5728\u6b64\u4e4b\u524d Pluggable\u3001LPO\u3001NPO\u3001CPO \u591a\u7a2e\u67b6\u69cb\u5c07\u9577\u671f\u4e26\u5b58\u3002<\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E6%A9%9F%E6%AB%83%E5%85%A7%E9%AB%98%E9%80%9F%E7%B7%9A%E6%9D%90%E8%88%87CPO%E5%B8%82%E5%A0%B4%E6%A6%82%E6%B3%81\"><\/span>\u6a5f\u6ac3\u5167\u9ad8\u901f\u7dda\u6750\u8207CPO\u5e02\u5834\u6982\u6cc1<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u96d6\u7136 CPO \u7684\u6700\u9ad8\u53d6\u4ee3\u6025\u8feb\u6027\u843d\u5728\u8cc7\u6599\u4e2d\u5fc3\u9aa8\u5e79\u7684 Scale-out \u4ea4\u63db\u5668\uff0c\u4f46\u5728 CPO \u5168\u9762\u653e\u91cf\u4e4b\u524d\uff08\u9810\u4f30 2028-2030\uff09\uff0c\u6a5f\u6ac3\u5167\u4e92\u806f\u4ecd\u662f\u76ee\u524d\u9ad8\u901f\u7dda\u6750\u9700\u6c42\u6700\u5bc6\u96c6\u3001\u6210\u9577\u6700\u5feb\u7684\u5834\u666f\uff0c\u9019\u4e5f\u662f CPO \u5230\u4f86\u524d\u7684\u904e\u6e21\u4e3b\u6d41\u5e02\u5834\u3002GPU\/Server \u81f3 ToR \u4ea4\u63db\u5668\u4e4b\u9593\u7684\u77ed\u8ddd\u96e2\u9023\u63a5\u4e3b\u8981\u7531 DAC\u3001AEC\u3001AOC\u4e09\u7a2e\u65b9\u6848\u7af6\u722d\u3002\u4e09\u8005\u7684\u6838\u5fc3\u5dee\u7570\u5728\u65bc\u300c\u662f\u5426\u5167\u5efa\u4e3b\u52d5\u6676\u7247\u300d\u8207\u300c\u50b3\u8f38\u4ecb\u8cea\u300d\uff0c\u9019\u6c7a\u5b9a\u4e86\u5404\u81ea\u7684\u8ddd\u96e2\u3001\u529f\u8017\u8207\u6210\u672c\u3002\u7406\u89e3\u9019\u4e9b\u77ed\u8ddd\u65b9\u6848\u7684\u73fe\u72c0\u8207\u6975\u9650\uff0c\u4e5f\u6709\u52a9\u65bc\u91d0\u6e05 CPO \u672a\u4f86\u5728\u4e0d\u540c\u5834\u666f\u7684\u5207\u5165\u6642\u6a5f\u3002\u5f9e\u5e02\u5834\u898f\u6a21\u4f86\u770b\uff0c\u9285\u7e9c\u50b3\u8f38\u5e02\u5834\uff08DAC + AEC \u5408\u8a08\uff09\u53d7\u60e0\u65bc AI \u53e2\u96c6 Scale-up \u9700\u6c42\uff0c\u6b63\u4ee5 CAGR 26.7% \u5feb\u901f\u6210\u9577\uff0c2026 \u5e74\u9810\u4f30\u7d04 4.65 \u5104\u7f8e\u5143\uff0c2027 \u5e74\u7d04 6.9 \u5104\u7f8e\u5143\u3002\u5176\u4e2d AEC \u6210\u9577\u6700\u70ba\u5f37\u52c1\uff0c\u9f8d\u982d Credo \u7684 FY2026 Q3 \u55ae\u5b63\u71df\u6536\u9054 4.07 \u5104\u7f8e\u5143\uff08\u5e74\u589e 201%\uff09\uff0c\u4e3b\u8981\u5ba2\u6236\u6db5\u84cb Amazon\u3001Microsoft\u3001xAI \u7b49\u8d85\u5927\u898f\u6a21\u696d\u8005\uff0c\u6bcf\u5ea7 GB300 \u6a5f\u6ac3\u9810\u4f30\u4f7f\u7528\u7d04 90 \u689d AEC\u30022026\/2027 \u5e74 AEC \u4e3b\u6d41\u898f\u683c\u5c07\u5206\u5225\u5f9e 800G \u5347\u7d1a\u81f3 1.6T\uff0c\u5e36\u52d5\u55ae\u50f9\u8207\u7528\u91cf\u540c\u6b65\u63d0\u5347\u3002\u4e0d\u904e\uff0c\u96a8\u8457 SerDes \u901f\u7387\u5f9e 112G \u63a8\u9032\u5230 224G \u518d\u5230 448G\uff0c\u9285\u7e9c\u53ef\u7528\u8ddd\u96e2\u6025\u5287\u7e2e\u77ed\uff08112G \u7d04 7m\u3001224G \u7d04 2.5m\u3001448G \u5e7e\u4e4e\u7121\u6cd5\u4f7f\u7528\uff09\u3002\u9019\u610f\u5473\u8457\u9285\u7e9c\u65b9\u6848\u7684\u9ad8\u6210\u9577\u7a97\u53e3\u53ef\u80fd\u96c6\u4e2d\u5728 2026-2028 \u5e74\uff0c\u4e4b\u5f8c\u5c07\u9010\u6b65\u88ab\u5149\u5b78\u65b9\u6848\uff08\u5305\u542b NPO \u8207 CPO\uff09\u4fb5\u8755\u3002<\/p>\n<p style=\"text-align: center;\">\u8868\u4e8c\u3001\u6a5f\u6ac3\u5167\u4e09\u7a2e\u9ad8\u901f\u7dda\u6750\u898f\u683c\u6bd4\u8f03<\/p>\n<p style=\"text-align: center;\"><img decoding=\"async\" class=\"lazyload alignnone wp-image-7539\" src=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/22.png\" data-orig-src=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/22.png\" alt=\"\" width=\"718\" height=\"216\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27718%27%20height%3D%27216%27%20viewBox%3D%270%200%20718%20216%27%3E%3Crect%20width%3D%27718%27%20height%3D%27216%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/22-18x5.png 18w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/22-200x60.png 200w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/22-300x90.png 300w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/22-400x120.png 400w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/22-600x181.png 600w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/22-768x231.png 768w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/22-800x241.png 800w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/22-1024x308.png 1024w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/22-1200x361.png 1200w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/22.png 1522w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 718px) 100vw, 718px\" \/><\/p>\n<p style=\"text-align: center;\">source. Credo\u3001LightCounting\uff1b\u667a\u749e\u7522\u696d\u8da8\u52e2\u7814\u7a76\u6240\u6574\u7406<\/p>\n<p>CPO\u5149\u5b78\u5f15\u64ce\u7531\u516d\u5927\u6838\u5fc3\u5143\u4ef6\u7d44\u6210\u3002PIC\uff08\u5149\u5b50\u7a4d\u9ad4\u96fb\u8def\uff09\u627f\u8f09\u6240\u6709\u5149\u5b78\u529f\u80fd\uff0c\u5305\u542b\u5149\u6ce2\u5c0e\u3001\u8abf\u8b8a\u5668\uff08MZM\/MRM\uff09\u8207\u5149\u5075\u6e2c\u5668\uff08Ge PD\uff09\uff0c\u8a2d\u8a08\u7531 Broadcom\u3001nVIDIA\u3001Marvell \u7b49\u81ea\u884c\u5b8c\u6210\uff0c\u88fd\u9020\u96c6\u4e2d\u65bc\u53f0\u7a4d\u96fb COUPE\u3001GlobalFoundries Fotonix\u3001Tower Semi \u4e09\u5927\u77fd\u5149\u5b50\u4ee3\u5de5\u5e73\u53f0\u3002EIC\uff08\u96fb\u5b50\u7a4d\u9ad4\u96fb\u8def\uff09\u9a45\u52d5 PIC \u904b\u4f5c\uff0c\u5305\u542b\u96f7\u5c04\u9a45\u52d5\u5668\uff08Driver\uff09\u3001\u8de8\u963b\u653e\u5927\u5668\uff08TIA\uff09\u8207\u52a0\u71b1\u63a7\u5236\u5668\u3002\u5176\u4e2d\u9ad8\u901f\u6578\u4f4d\u8a0a\u865f\u8655\u7406\u90e8\u5206\u63a1\u7528\u5148\u9032 CMOS \u88fd\u7a0b\uff085nm\/3nm\uff09\uff0c\u4f46\u985e\u6bd4\u524d\u7aef\u96fb\u8def\uff08Driver\u3001TIA\uff09\u5c0d\u7dda\u6027\u5ea6\u8207\u96dc\u8a0a\u7279\u6027\u7684\u8981\u6c42\u66f4\u9ad8\uff0c\u4e0d\u4e00\u5b9a\u63a1\u7528\u6700\u5148\u9032\u7bc0\u9ede\u3002EIC \u901a\u5e38\u7531 PIC \u8a2d\u8a08\u5546\u4e00\u4f75\u8a2d\u8a08\uff0c\u900f\u904e\u53f0\u7a4d\u96fb COUPE \u5e73\u53f0\u4ee5 SoIC-X 3D \u5806\u758a\u65b9\u5f0f\u6574\u5408\u65bc PIC \u4e4b\u4e0a\u3002ELS\uff08\u5916\u90e8\u96f7\u5c04\u5149\u6e90\uff09\u56e0\u96f7\u5c04\u5c0d\u6eab\u5ea6\u6975\u5ea6\u654f\u611f\uff08MRM \u8ae7\u632f\u6ce2\u9577\u96a8\u6eab\u5ea6\u6f02\u79fb\uff0c\u4e14\u8207\u9ad8\u74e6\u6578 ASIC \u5171\u5c01\u88dd\u6703\u7522\u751f\u71b1\u98c4\u79fb\uff09\uff0c\u56e0\u6b64\u63a1\u53d6\u5c07\u96f7\u5c04\u5149\u6e90\u7368\u7acb\u65bc\u4e3b\u5c01\u88dd\u9ad4\u4e4b\u5916\u7684\u8a2d\u8a08\uff0c\u900f\u904e\u5149\u7e96\u5c07\u9023\u7e8c\u6ce2\u5149\u8a0a\u865f\u5c0e\u5165\u5149\u5b78\u5f15\u64ce\u3002\u76ee\u524d Lumentum \u70ba nVIDIA CPO \u4ea4\u63db\u5668\u7684\u4e3b\u8981 CW \u96f7\u5c04\u4f9b\u61c9\u5546\uff08\u5df2\u6295\u8cc7 Lumentum 20 \u5104\u7f8e\u5143+\u591a\u5e74\u671f\u63a1\u8cfc\u627f\u8afe\uff09\uff0cnVIDIA \u540c\u6642\u4e5f\u8207 Coherent\uff08\u6295\u8cc7 20 \u5104\u7f8e\u5143\uff09\u53ca Ayar Labs\uff08\u6295\u8cc7 5 \u5104\u7f8e\u5143\uff09\u5efa\u7acb\u7b56\u7565\u5408\u4f5c\uff0c\u4f48\u5c40\u591a\u5143\u5149\u6e90\u4f9b\u61c9\u93c8\u3002FAU\uff08\u5149\u7e96\u9663\u5217\u55ae\u5143\uff09\u8ca0\u8cac\u5fae\u7c73\u7d1a\u5149\u6ce2\u5c0e\u8207\u5916\u90e8\u5149\u7e96\u7684\u7cbe\u6e96\u5c0d\u63a5\uff0c\u662f\u826f\u7387\u6700\u654f\u611f\u7684\u74b0\u7bc0\u3002Fiber Shuffle \u8ca0\u8cac\u5c07\u5149\u5b78\u5f15\u64ce\u7aef\u7684\u9ad8\u5bc6\u5ea6\u5149\u7e96\u9663\u5217\u91cd\u65b0\u6392\u5217\u81f3\u6a19\u6e96\u9762\u677f\u9023\u63a5\u5668\u4f4d\u7f6e\u3002\u4ee551.2T CPO \u4ea4\u63db\u5668\u70ba\u4f8b\uff0c\u5167\u90e8\u7d04\u9700 1,152 \u689d\u5149\u7e96\uff08\u542b 1,024 \u689d\u8cc7\u6599\u5149\u7e96\u8207 128 \u689d\u504f\u632f\u7dad\u6301\u5149\u7e96\uff09\uff0c102.4T \u5247\u500d\u589e\u81f3\u7d04 2,000 \u689d\u4ee5\u4e0a\uff0c\u5728\u4ea4\u63db\u5668\u6709\u9650\u7684\u7a7a\u9593\u5167\u7ba1\u7406\u5982\u6b64\u5927\u91cf\u7684\u5149\u7e96\u4f48\u7dda\uff0c\u88fd\u9020\u8907\u96dc\u5ea6\u6975\u9ad8\u3002<\/p>\n<p>\u5728 CPO \u4ea4\u63db\u5668\u9818\u57df\uff0cBroadcom \u662f\u6700\u65e9\u91cf\u7522\u7684\u5ee0\u5546\uff0cTH5-Bailly\uff0851.2T\uff092024 \u5e74\u5373\u4ea4\u4ed8\u5ba2\u6236\u4e26\u901a\u904e Meta \u767e\u842c\u57e0\u5c0f\u6642\u96f6\u4e2d\u65b7\u9a57\u8b49\uff0cnVIDIA\u65b9\u9762\uff0cQuantum-X\uff08InfiniBand\uff09\u5df2\u65bc 2026 \u5e74\u521d\u5546\u7528\u4f9b\u8ca8\uff0cSpectrum-X\uff08Ethernet\uff09\u9810\u8a08 2027 \u5e74\u624d\u6703\u8f03\u5177\u898f\u6a21\u5730\u51fa\u8ca8\u3002\u5169\u5bb6\u5747\u63a1\u7528\u53f0\u7a4d\u96fb COUPE \u5e73\u53f0\uff0c\u4f46\u5149\u5b78\u67b6\u69cb\u4e0d\u540c\uff1anVIDIA \u63a1 MRM\uff08\u5fae\u74b0\u8abf\u8b8a\u5668\uff09\uff0cBroadcom \u63a1 MZM\uff08\u99ac\u8d6b-\u66fe\u5fb7\u8abf\u8b8a\u5668\uff09\u3002<\/p>\n<p>\u95dc\u9375\u8f49\u6298\u61c9\u6703\u5728 2028 \u5e74 Feynman \u5e73\u53f0\uff1aNVLink-8 \u9996\u5ea6\u5f15\u5165 CPO\uff0c\u4ee3\u8868 CPO \u5f9e Scale-out \u6f14\u9032\u81f3 Scale-up \u5834\u666f\u3002\u51f1\u57fa\u6295\u9867\u63a8\u4f30 2027 \u5e74\u5149\u5f15\u64ce\u9700\u6c42\u7d04 3,000 \u842c\u9846\uff0c2028 \u5e74 Scale-up \u5c0e\u5165\u5f8c\u5c07\u6210\u9577\u81f3 6,000 \u842c\u9846\u4ee5\u4e0a\u3002<\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"%E5%8F%AF%E6%8F%92%E6%8B%94_LPO_CPO_%E7%9A%84%E5%B7%AE%E5%88%A5%E8%88%87%E6%95%A3%E7%86%B1%E6%A5%B5%E9%99%90\"><\/span>\u53ef\u63d2\u62d4 \/ LPO \/ CPO \u7684\u5dee\u5225\u8207\u6563\u71b1\u6975\u9650<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u6563\u71b1\u6975\u9650\u662f\u63a8\u52d5\u67b6\u69cb\u6f14\u9032\u7684\u95dc\u9375\u4e4b\u4e00\u3002\u5728\u53ef\u63d2\u62d4\u6a21\u7d44\u4e2d\uff0cDSP\/SerDes \u4f54\u529f\u8017\u7d04 50%\uff0810-14W\uff09\uff0c\u96f7\u5c04\u9a45\u52d5\u5668\/\u8abf\u8b8a\u5668\u7d04 20%\uff084-6W\uff09\uff0c\u63a5\u6536\u5668\u7d04 12%\uff082-3W\uff09\uff0c\u96fb\u6e90\u7ba1\u7406\u7d04 10%\uff082-3W\uff09\uff0c\u5408\u8a08\u7d04 20-28W\u3002OSFP1600 \u6563\u71b1\u4e0a\u9650\u70ba 30W\uff0cOSFP-XD \u70ba 40W\u3002\u53e6\u5916LPO\uff08Linear Pluggable Optics\uff09\u900f\u904e\u79fb\u9664\u6a21\u7d44\u5167\u7684\u5b8c\u6574DSP\uff0c\u4fdd\u7559\u7dda\u6027\u985e\u6bd4\u524d\u7aef\uff0c\u5c07\u8a0a\u865f\u88dc\u511f\u4ea4\u7531\u4e3b\u6a5f ASIC\/SerDes \u8655\u7406\uff0c\u53ef\u964d\u4f4e 30-50% \u6a21\u7d44\u529f\u8017\u3002LPO \u662f\u7576\u524d 800G\/1.6T \u4e16\u4ee3\u7684\u4e00\u500b\u91cd\u8981\u65b9\u6848\uff0c\u5728\u7dad\u6301\u53ef\u63d2\u62d4\u53ef\u7dad\u4fee\u6027\u7684\u540c\u6642\u5ef6\u9577\u4e86\u8a72\u67b6\u69cb\u7684\u58fd\u547d\u3002\u7136\u800c\u7576 SerDes \u63a8\u9032\u81f3 400G\/lane \u6642\uff0c\u5373\u4f7f\u63a1\u7528 LPO\uff0c\u6a21\u7d44\u529f\u8017\u4ecd\u4f30\u8a08\u9054 40-60W\uff0c\u8d85\u51fa OSFP-XD \u6563\u71b1\u4e0a\u9650\u3002\u9019\u6b63\u662f CPO \u5f9e\u300c\u53ef\u9078\u65b9\u6848\u300d\u8f49\u70ba\u300c\u898f\u6a21\u5316\u5fc5\u8981\u689d\u4ef6\u300d\u7684\u5206\u6c34\u5dba\u3002<\/p>\n<p style=\"text-align: center;\">\u8868\u4e09\u3001\u4e09\u5927\u5149\u6a21\u7d44\u67b6\u69cb\u898f\u683c\u6bd4\u8f03<\/p>\n<p style=\"text-align: center;\"><img decoding=\"async\" class=\"lazyload alignnone wp-image-7540\" src=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/33.png\" data-orig-src=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/33.png\" alt=\"\" width=\"699\" height=\"294\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27699%27%20height%3D%27294%27%20viewBox%3D%270%200%20699%20294%27%3E%3Crect%20width%3D%27699%27%20height%3D%27294%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/33-18x8.png 18w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/33-200x84.png 200w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/33-300x126.png 300w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/33-400x168.png 400w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/33-600x253.png 600w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/33-768x323.png 768w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/33-800x337.png 800w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/33-1024x431.png 1024w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/33-1200x505.png 1200w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/33.png 1444w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 699px) 100vw, 699px\" \/><\/p>\n<p style=\"text-align: center;\">source. OSFP MSA\u3001Broadcom\u3001\u667a\u749e\u7522\u696d\u8da8\u52e2\u7814\u7a76\u6240\u6574\u7406<\/p>\n<p>CPO \u5c07\u5149\u5b78\u5f15\u64ce\u76f4\u63a5\u6574\u5408\u81f3 ASIC \u540c\u4e00\u57fa\u677f\uff0c\u50b3\u8f38\u8ddd\u96e2\u5f9e\u516c\u5206\u7e2e\u81f3\u6beb\u7c73\uff0c\u6d88\u9664 DSP \u9700\u6c42\uff0c\u529f\u8017\u53ef\u964d\u4f4e 65-73%\u3002\u6b64\u5916\uff0cCPO \u63a1\u7528\u6db2\u51b7\u8a2d\u8a08\uff0c\u7a81\u7834\u4e86\u53ef\u63d2\u62d4\u6a21\u7d44\u5916\u6bbc\u7684\u6563\u71b1\u5929\u82b1\u677f\uff0c\u7406\u8ad6\u4e0a\u6c92\u6709\u529f\u8017\u4e0a\u9650\u7684\u7d50\u69cb\u6027\u9650\u5236\u3002800G \u70ba\u7576\u524d AI \u8cc7\u6599\u4e2d\u5fc3\u4e3b\u6d41\u898f\u683c\uff082026 \u5e74\u5360\u9ad8\u901f\u7dda\u6750\u5e02\u4f54 43%\uff09\uff0c1.6T \u9810\u8a082027\u5e74\u958b\u59cb\u5927\u898f\u6a21\u51fa\u8ca8\u3002\u901f\u7387\u6f14\u9032\u8def\u5f91\u70ba\uff1a<\/p>\n<p>400G\uff084\u00d7100G\/lane\uff0c\u63a1 PAM4 \u8abf\u8b8a\uff0c2020-2023 \u6210\u719f\u91cf\u7522\uff09\u2192<\/p>\n<p>800G\uff088\u00d7100G\/lane\uff0cPAM4\uff0c2023-2025 \u4e3b\u6d41\u653e\u91cf\uff09\u2192<\/p>\n<p>1.6T\uff088\u00d7200G\/lane\uff0cPAM4\uff0c\u55ae\u901a\u9053\u901f\u7387\u9996\u5ea6\u7ffb\u500d\uff0c2027 \u91cf\u7522\u8d77\u6b65\uff09\u2192<\/p>\n<p>3.2T\uff088 \u901a\u9053\u00d7400G\/lane\uff0cPAM4\uff0cSerDes \u901f\u7387\u518d\u7ffb\u500d\u81f3 224Gbps\uff0c\u958b\u767c\u4e2d\u9810\u8a082028\uff09\u3002<\/p>\n<p>\u6bcf\u4e00\u4ee3\u901f\u7387\u63d0\u5347\u7684\u6838\u5fc3\u624b\u6bb5\u662f\u62c9\u9ad8\u55ae\u901a\u9053\u901f\u7387\uff0c\u800c\u975e\u589e\u52a0\u901a\u9053\u6578\uff0c\u9019\u4e5f\u662f\u529f\u8017\u8207\u6563\u71b1\u58d3\u529b\u96a8\u4e16\u4ee3\u6307\u6578\u4e0a\u5347\u7684\u6839\u672c\u539f\u56e0\u3002\u771f\u6b63\u7684\u5206\u6c34\u5dba\u5728 400G\/lane\uff083.2T \u4e16\u4ee3\uff09\uff0c\u5c46\u6642 CPO \u5c07\u5f9e\u300c\u53ef\u9078\u300d\u8f49\u70ba\u300c\u5fc5\u8981\u300d\u3002<\/p>\n<p>&nbsp;<\/p>\n<h2><span class=\"ez-toc-section\" id=\"PCBA%E7%9A%84%E8%A7%92%E8%89%B2%E8%BD%89%E7%A7%BB%EF%BC%8C%E5%BE%9E%E6%89%BF%E8%BC%89%E6%A8%A1%E7%B5%84%E5%88%B0%E6%95%B4%E5%90%88%E5%B0%81%E8%A3%9D%E8%BC%89%E9%AB%94\"><\/span>PCBA\u7684\u89d2\u8272\u8f49\u79fb\uff0c\u5f9e\u627f\u8f09\u6a21\u7d44\u5230\u6574\u5408\u5c01\u88dd\u8f09\u9ad4<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>\u76ee\u524d\uff0c\u6574\u500b\u5149\u901a\u7522\u696d\u8655\u65bc\u672c\u76ca\u6bd4\u6975\u9ad8\uff0c\u4ee5\u525b\u516c\u5e03\u5149\u901a\u8a0a\u96f7\u5c04\u5927\u5ee0Lumentum (LITE)\u7b2c\u4e00\u5b63\u7684\u8ca1\u5831\u4f86\u770b\uff0c\u71df\u6536$8.1\u5104\u5e74\u589e90%\u3001EPS $2.37\u5747\u512a\u65bc\u5e02\u5834\u5171\u8b58\uff0c\u6bdb\u5229\u7387\u53ca\u71df\u76ca\u7387\u5927\u5e45\u64f4\u5f35\uff0c\u71df\u6536\u6307\u5f15\u4e2d\u4f4d\u6578$9.85\u5104\u66f4\u9060\u8d85\u83ef\u723e\u8857\u9810\u671f\uff0c\u6574\u9ad4\u8868\u73fe\u4eae\u773c\uff0c\u4f46\u80a1\u50f9\u904e\u53bb\u4e00\u5e74\u5df2\u6f32\u903e15\u500d\uff0c\u5e02\u5834\u5c0d\u5176\u6a19\u6e96\u6975\u70ba\u56b4\u82db\uff0c\u76e4\u5f8c\u4ecd\u4e0b\u8dcc\u903e 5%\u3002\u9019\u53cd\u6620\u7684\u662f\u6574\u500b\u5149\u901a\u8a0a\u4f9b\u61c9\u93c8\uff0c\u4e0a\u5f9eInP\u57fa\u677f\u3001EPI\u3001\u96f7\u5c04\u6a21\u7d44\u3001\u77fd\u5149\u3001FAU\u7b49\u7684\u6210\u9577\u9810\u671f\u90fd\u5df2\u88ab\u5145\u5206\u5b9a\u50f9\uff0c\u4f30\u503c\u4e0a\u884c\u7a7a\u9593\u65e5\u8da8\u6709\u9650\u3002\u8207\u6b64\u540c\u6642\uff0cOFC 2026 \u4e0a Arista \u4e3b\u5c0e\u7684 XPO\uff08eXtra dense Pluggable Optics\uff09MSA \u6b63\u5f0f\u4eae\u76f8\uff0c\u70ba\u53ef\u63d2\u62d4\u6a21\u7d44\u722d\u53d6\u4e86\u66f4\u9577\u7684\u751f\u547d\u9031\u671f\u3002\u50b3\u7d71\u63d2\u62d4\u67b6\u69cb\u5728\u672a\u4f86\u4e09\u5e74\u4ecd\u662f\u4e3b\u6d41\u5927\u5b97\uff0c\u5728\u6b64\u80cc\u666f\u4e0b\uff0c\u503c\u5f97\u63a2\u8a0e\u7684\u662f\uff1a\u50b3\u7d71\u63d2\u62d4\u67b6\u69cb\u4e0b\u7684 PCBA \u5c01\u88dd\uff0c\u53ef\u80fd\u7684\u8def\u5f91\u6f14\u9032\u70ba\u4f55\uff1f<\/p>\n<p>\u96a8\u8457\u5149\u6536\u767c\u6a21\u7d44\u901f\u7387\u5f9e 400G \u63a8\u9032\u5230 800G\u30011.6T \u4ee5\u53ca\u672a\u4f86CPO\u67b6\u69cb\u653e\u91cf\u5c0e\u5165\uff0cPCBA \u4e0a\u7684\u5c01\u88dd\u65b9\u5f0f\u9762\u81e8\u6839\u672c\u6027\u8f49\u8b8a\u3002\u5728\u50b3\u7d71\u53ef\u63d2\u62d4\u6a21\u7d44\u4e2d\uff0c\u5c01\u88dd\u65b9\u5f0f\u7d93\u6b77\u4e86\u4e09\u500b\u968e\u6bb5\u7684\u6f14\u9032\uff1a<\/p>\n<ol>\n<li>\u7b2c\u4e00\u968e\u6bb5\uff08fcBGA\uff09\uff1aDSP \u4ee5 Flip Chip \u65b9\u5f0f\u710a\u63a5\u5230\u57fa\u677f\u4e0a\uff08Substrate\uff09\uff0c\u518d\u4ee5 BGA \u932b\u7403\u9023\u63a5\u5230 PCB\uff1b\u5149\u5b78\u5f15\u64ce\uff08PIC + Tx\/Rx IC\uff09\u540c\u6a23\u7d93\u57fa\u677f\u8f49\u63a5\u81f3 PCB\u3002\u6b64\u67b6\u69cb\u7d93\u904e\u5169\u5c64\u8f49\u63a5\uff0c\u8f49\u63db\u7bc0\u9ede\u6700\u591a\u3001\u8a0a\u865f\u8def\u5f91\u6700\u9577\uff0c\u5728 800G\u4ee5\u4e0a\u901f\u7387\u4e0b\u8a0a\u865f\u8870\u6e1b\u56b4\u91cd\uff0c\u5df2\u4e0d\u9069\u7528\u3002<\/li>\n<li>\u7b2c\u4e8c\u968e\u6bb5\uff08DCA\/\u50b3\u7d71 COB\uff09\uff1a\u5149\u5b78\u5f15\u64ce\u6539\u70ba DCA\uff08Direct Chip Attach\uff09\uff0c\u6676\u7c92\u76f4\u63a5\u8cbc\u88dd\u5230 PCB \u4e0a\uff0c\u7701\u53bb\u4e00\u5c64\u57fa\u677f\uff0c\u7e2e\u77ed\u8a0a\u865f\u8def\u5f91\u3002\u4f46 DSP \u4ecd\u7dad\u6301 fcBGA \u5c01\u88dd\uff08\u7d93\u57fa\u677f\u8f49\u63a5\uff09\uff0c\u70ba\u904e\u6e21\u65b9\u6848\u3002<\/li>\n<li>\u7b2c\u4e09\u968e\u6bb5\uff08FCOB \/ Flip Chip on Board\uff09\uff1aDSP \u6676\u7c92\u4e5f\u6539\u70ba Flip Chip \u76f4\u63a5\u710a\u63a5\u5230 PCB \u4e0a\uff0c\u7701\u53bb\u6240\u6709\u4e2d\u9593\u57fa\u677f\uff0c\u6240\u6709\u6676\u7247\u4ee5\u6700\u77ed\u8def\u5f91\u9023\u63a5\uff0c\u8a0a\u865f\u8870\u6e1b\u6700\u5c0f\u3002\u9019\u662f 1.6T \u4ee5\u4e0a\u898f\u683c\u7684\u6a19\u6e96\u5c01\u88dd\u65b9\u5f0f\u3002FCOB \u5c0d PCB \u57fa\u677f\u7684\u7dda\u5bec\u7dda\u8ddd\u8981\u6c42\u6975\u9ad8\uff0c\u9700\u63a1\u7528 mSAP\uff08Modified Semi-Additive Process\uff0c\u6539\u826f\u578b\u534a\u52a0\u6210\u6cd5\uff09\u88fd\u7a0b\uff0c\u624d\u80fd\u5be6\u73fe Flip Chip \u5fae\u51f8\u584a\u6240\u9700\u7684\u6975\u7d30\u9593\u8ddd\u710a\u588a\u8207\u8d70\u7dda\u4f48\u5c40\u3002mSAP \u904e\u53bb\u4e3b\u8981\u61c9\u7528\u65bc\u667a\u6167\u578b\u624b\u6a5f HDI \u677f\uff0c\u5982\u4eca\u96a8\u8457\u5c01\u88dd\u5f9e fcBGA \u6f14\u9032\u5230 FCOB\uff0c\u6b63\u5f9e\u6d88\u8cbb\u96fb\u5b50\u8de8\u5165\u9ad8\u901f\u5149\u901a\u8a0a\u9818\u57df\uff0c\u6210\u70ba 1.6T \u4ee5\u4e0a\u5149\u6a21\u7d44 PCBA \u7684\u95dc\u9375\u88fd\u7a0b\u80fd\u529b\u3002Flip Chip \u76f8\u8f03\u50b3\u7d71 COB \u5728\u7522\u91cf\u4e0a\u53ef\u9054\u8fd1 5 \u500d\u6548\u7387\u3002<\/li>\n<\/ol>\n<p style=\"text-align: center;\">\u8868\u4e09\u3001\u5149\u6536\u767c\u6a21\u7d44PCBA\u5c01\u88dd\u65b9\u5f0f\u6f14\u9032<\/p>\n<p style=\"text-align: center;\"><img decoding=\"async\" class=\"lazyload alignnone wp-image-7541\" src=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/44.png\" data-orig-src=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/44.png\" alt=\"\" width=\"735\" height=\"274\" srcset=\"data:image\/svg+xml,%3Csvg%20xmlns%3D%27http%3A%2F%2Fwww.w3.org%2F2000%2Fsvg%27%20width%3D%27735%27%20height%3D%27274%27%20viewBox%3D%270%200%20735%20274%27%3E%3Crect%20width%3D%27735%27%20height%3D%27274%27%20fill-opacity%3D%220%22%2F%3E%3C%2Fsvg%3E\" data-srcset=\"https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/44-18x7.png 18w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/44-200x75.png 200w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/44-300x112.png 300w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/44-400x149.png 400w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/44-600x224.png 600w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/44-768x286.png 768w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/44-800x298.png 800w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/44-1024x382.png 1024w, https:\/\/witology.com.tw\/wp-content\/uploads\/2026\/05\/44.png 1178w\" data-sizes=\"auto\" data-orig-sizes=\"(max-width: 735px) 100vw, 735px\" \/><\/p>\n<p style=\"text-align: center;\">source. Cisco\u3001SemiAnalysis\u3001\u667a\u749e\u7522\u696d\u8da8\u52e2\u7814\u7a76\u6240\u6574\u7406<\/p>\n<p>\u800c\u5728CPO\u67b6\u69cb\u4e0b\uff0cPCBA\u61c9\u4e0d\u518d\u53ea\u9650\u65bcPCB\u4e0a\u3002\u7576\u5149\u5b78\u5f15\u64ce\u5f9e\u53ef\u63d2\u62d4\u6a21\u7d44\u79fb\u5165 ASIC \u5c01\u88dd\u5167\u90e8\uff0c\u50b3\u7d71 PCBA \u7684\u89d2\u8272\u5fc5\u7136\u51fa\u73fe\u6839\u672c\u6027\u4f4d\u79fb\u3002\u5728 CPO \u67b6\u69cb\u4e0b\uff0c\u5149\u5f15\u64ce\u9700\u8207\u4ea4\u63db\u5668ASIC\u5171\u540c\u5c01\u88dd\u65bc CoWoS \u6216\u6709\u6a5f\u57fa\u677f\u4e0a\uff0cPCBA \u5f9e\u300c\u627f\u8f09\u7368\u7acb\u53ef\u63d2\u62d4\u6a21\u7d44\u7684\u4e3b\u677f\u300d\u8f49\u8b8a\u70ba\u300c\u6574\u5408\u5149\u5b78\u5f15\u64ce\u8207 ASIC \u7684\u9ad8\u5bc6\u5ea6\u5c01\u88dd\u8f09\u9ad4\u300d\u3002\u9019\u53ef\u80fd\u5e36\u4f86\u5e7e\u500b\u91cd\u8981\u7684\u89d2\u8272\u8f49\u79fb\u65b9\u5411<\/p>\n<ol>\n<li>ABF \u8f09\u677f\u9700\u6c42\u5347\u7d1a\uff1aCPO\u5c01\u88dd\u9ad4\u7684\u8f09\u677f\u9762\u7a4d\u986f\u8457\u589e\u5927\u3002\u4ee5 nVIDIA Spectrum-X \u70ba\u4f8b\uff0c\u55ae\u9846 ASIC \u9700\u642d\u914d32\u9846\u5149\u5f15\u64ce\uff0c\u6574\u9ad4\u5c01\u88dd\u9762\u7a4d\u9060\u5927\u65bc\u50b3\u7d71\u4ea4\u63db\u5668\u3002\u6b23\u8208\u96fb\u5b50\u7b49 ABF \u8f09\u677f\u4f9b\u61c9\u5546\u76f4\u63a5\u53d7\u76ca\uff0c\u6839\u64da Latitude Design Systems \u7684\u5206\u6790\uff0cABF \u8f09\u677f\u4f9b\u9700\u7f3a\u53e3\u9810\u4f30 2027 \u5e74\u9054 21%\uff0cT-Glass \u77ed\u7f3a\u63a8\u6f32\u50f9\u683c 20-30%\u3002<\/li>\n<li>CoWoS\/SoIC \u5148\u9032\u5c01\u88dd\u53d6\u4ee3\u90e8\u5206PCBA\u529f\u80fd\uff1a\u53f0\u7a4d\u96fb\u7684 COUPE \u5e73\u53f0\u63a1\u7528 SoIC-X \u9285-\u9285\u6df7\u5408\u9375\u5408\u6280\u8853\uff0c\u5c07 EIC \u5782\u76f4\u5806\u758a\u65bc PIC \u4e4b\u4e0a\uff0c\u6574\u5408\u7d04 2.2 \u5104\u96fb\u6676\u9ad4\u8207\u7d04 1,000 \u500b\u5149\u5b78\u5143\u4ef6\u3002COUPE \u5206\u4e09\u4ee3\u6f14\u9032\uff1aGen 1\uff082026\uff09\u7528\u65bc OSFP \u9023\u63a5\u5668\u7684\u5149\u5f15\u64ce 1.6Tbps\uff1bGen 2\uff082027-28\uff09\u70ba CoWoS \u5c01\u88dd CPO 6.4Tbps \u4e3b\u6a5f\u677f\u7d1a\u6574\u5408\uff1bGen 3\uff082029+\uff09\u5168\u6574\u5408\u81f3\u8655\u7406\u5668\/\u4ea4\u63db\u5668\u5c01\u88dd\u3002\u9019\u610f\u5473\u8457\u539f\u672c\u7531 PCBA \u627f\u64d4\u7684\u96fb\u5149\u8f49\u63db\u529f\u80fd\uff0c\u9010\u6b65\u88ab\u5148\u9032\u5c01\u88dd\u6280\u8853\u5438\u6536\u3002<\/li>\n<li>Chip-on-Board\uff08COB\uff09\u6280\u8853\u5728 ELS \u7d44\u88dd\u4e2d\u7684\u65b0\u89d2\u8272\uff1aCPO \u67b6\u69cb\u4e2d\uff0c\u5916\u90e8\u96f7\u5c04\u5149\u6e90\uff08ELS\uff09\u9700\u8981\u4ee5 Chip-on-Board \u65b9\u5f0f\u9032\u884c\u7d44\u88dd\uff0c\u5c07\u96f7\u5c04\u6676\u7c92\u76f4\u63a5\u6253\u7dda\u6216\u8986\u6676\u81f3 PCB \u57fa\u677f\u4e0a\u3002\u9019\u662f COB \u6280\u8853\u5728 CPO \u751f\u614b\u4e2d\u5ef6\u7e8c\u5176\u50f9\u503c\u7684\u91cd\u8981\u8def\u5f91\u3002Broadcom \u9663\u71df\u7684 ELS \u5373\u63a1\u7528 COB \u6280\u8853\u9032\u884c\u7d44\u88dd\u3002<\/li>\n<li>XPO\u67b6\u69cb\u5e36\u4f86\u7684PCBA\u65b0\u9700\u6c42\uff1aArista\u4e3b\u5c0e\u7684 XPO\uff08eXtra dense Pluggable Optics\uff09\u65b9\u6848\uff0c\u5c078\u6839\u5149\u5f15\u64ce\u653e\u5728\u540c\u4e00PCB\u4e0a\uff0c\u4fdd\u7559\u53ef\u63d2\u62d4\u7279\u6027\u4f46\u5bc6\u5ea6\u63d0\u53474\u500d\uff08\u55ae\u6a21\u7d44 12.8T\uff09\uff0c\u4e26\u6574\u5408\u6db2\u51b7\u6563\u71b1\u677f\u3002XPO\u5c0dPCB \u63d0\u51fa\u4e86\u65b0\u7684\u9ad8\u5bc6\u5ea6\u5c01\u88dd\u8981\u6c42\uff1a\u66f4\u591a\u5c64\u6578\u3001\u66f4\u9ad8\u7684\u8a0a\u865f\u5b8c\u6574\u6027\u8a2d\u8a08\u3001\u4ee5\u53ca\u8207\u6db2\u51b7\u7cfb\u7d71\u7684\u6574\u5408\u80fd\u529b\u3002\u9019\u610f\u5473\u8457\u5373\u4f7f\u5728\u975eCPO\u8def\u7dda\u4e2d\uff0cPCBA \u7684\u6280\u8853\u898f\u683c\u4e5f\u5728\u5feb\u901f\u5347\u7d1a\u3002<\/li>\n<li>\u5149\u96fb\u5143\u4ef6\u8cbc\u5408\u8207\u5c0d\u6e96\uff08Optical Alignment\uff09\u70baPCBA\u7684\u81ea\u7136\u5ef6\u4f38\u65b9\u5411\uff1aCPO \u5149\u5b78\u5f15\u64ce\u7684\u7d44\u88dd\u904e\u7a0b\u4e2d\uff0c\u5916\u90e8\u96f7\u5c04\u5149\u6e90\uff08ELS\uff09\u7684\u6676\u7c92\u8cbc\u5408\u3001FAU \u8207 PIC \u7684\u5149\u5b78\u5c0d\u6e96\u3001\u4ee5\u53ca\u5c01\u88dd\u5f8c\u7684\u5e95\u586b\u9ede\u81a0\uff0c\u672c\u8cea\u4e0a\u90fd\u662f\u300c\u9ad8\u7cbe\u5ea6\u5c0d\u4f4d\uff0b\u8cbc\u5408\uff0b\u63a5\u5408\u300d\u88fd\u7a0b\uff0c\u8207 PCBA \u5ee0\u65e2\u6709\u7684 Flip Chip placement\u3001Underfill dispense \u7b49\u6838\u5fc3\u80fd\u529b\u540c\u6e90\u3002\u5dee\u7570\u5728\u65bc\u7cbe\u5ea6\u7b49\u7d1a\u5f9e\u50b3\u7d71 SMT \u7684 \u00b125\u03bcm \u63d0\u5347\u81f3\u5149\u5b78\u5c0d\u6e96\u6240\u9700\u7684\u6b21\u5fae\u7c73\u7d1a\uff0c\u9700\u8981\u6295\u8cc7\u516d\u8ef8\u5c0d\u4f4d\u5e73\u53f0\u8207\u4e3b\u52d5\u5c0d\u6e96\u8a2d\u5099\u3002\u76f8\u8f03\u65bc\u8de8\u5165 CoWoS \u5148\u9032\u5c01\u88dd\u6216 ABF \u8f09\u677f\u88fd\u9020\uff0c\u5149\u96fb\u8cbc\u5408\u662f PCBA \u696d\u8005\u66f4\u52d9\u5be6\u7684\u80fd\u529b\u5ef6\u4f38\u8def\u5f91\u3002<\/li>\n<\/ol>\n<p>\u7e3d\u7d50\u800c\u8a00\uff0cCPO \u6642\u4ee3\u7684 PCBA \u4e0d\u518d\u53ea\u662f\u50b3\u7d71\u7684\u300c\u5370\u5237\u96fb\u8def\u677f\u7d44\u88dd\u300d\u3002\u5c0d PCBA \u696d\u8005\u4f86\u8aaa\uff0c\u5411\u4e0a\u8de8\u5165 CoWoS \u5148\u9032\u5c01\u88dd\u6216 ABF \u8f09\u677f\u88fd\u9020\u4e26\u4e0d\u5207\u5be6\u969b\uff0c\u4f46\u6cbf\u8457\u65e2\u6709\u7684\u7cbe\u5bc6\u8cbc\u5408\u80fd\u529b\u5411\u5149\u96fb\u9818\u57df\u5ef6\u4f38\uff0c\u5f9e Flip Chip \u5c01\u88dd\u3001mSAP \u7d30\u7dda\u8def\u88fd\u7a0b\u3001\u5230\u5149\u5b78\u5143\u4ef6\u7684\u5c0d\u6e96\u8207\u8cbc\u5408\uff0c\u624d\u662f\u6700\u52d9\u5be6\u7684\u8f49\u578b\u8def\u5f91\u3002\u638c\u63e1\u9ad8\u826f\u7387 Flip Chip \u88fd\u7a0b\u7684 PCBA \u5ee0\u5546\u8fd1\u4e09\u5e74\u4ecd\u5c07\u5728\u53ef\u63d2\u62d4\u6a21\u7d44\u4e2d\u53d7\u76ca\u65bc 1.6T \u5347\u7d1a\uff0c\u4e2d\u9577\u671f\u5247\u9700\u5e03\u5c40 ELS \u6676\u7c92\u8cbc\u5408\u3001FAU \u5149\u5b78\u5c0d\u6e96\u7b49 CPO \u7d44\u88dd\u74b0\u7bc0\uff0c\u624d\u80fd\u5728\u7522\u696d\u50f9\u503c\u93c8\u91cd\u65b0\u5206\u914d\u7684\u904e\u7a0b\u4e2d\u7ad9\u7a69\u4f4d\u7f6e\u3002<\/p>\n<p>\u6700\u5f8c\uff0cCPO \u6b63\u5f9e\u5be6\u9a57\u5ba4\u8d70\u5411\u898f\u6a21\u5316\u91cf\u7522\uff0c2026 \u5e74\u662f\u9a57\u8b49\u653e\u91cf\u7684\u95dc\u9375\u5e74\uff0c2027-2028 \u5e74\u624d\u662f\u771f\u6b63\u7684\u5149\u901a\u5143\u5e74\u3002\u77ed\u671f\u61c9\u95dc\u6ce8 Scale-out \u4ea4\u63db\u5668\u4e2d\u5149\u5f15\u64ce\u7684\u91cf\u7522\u9032\u5ea6\u8207\u826f\u7387\u722c\u5761\uff0c\u4e2d\u671f\u9700\u8ffd\u8e64 CPO \u5f9e Scale-out \u5ef6\u4f38\u81f3 Scale-up \u7684\u6642\u9593\u9ede\u3002\u9019\u5c07\u6c7a\u5b9a\u5149\u5f15\u64ce\u9700\u6c42\u91cf\u7684\u7206\u767c\u659c\u7387\u3002PCBA \u7684\u89d2\u8272\u8f49\u79fb\u662f\u53e6\u4e00\u689d\u88ab\u5e02\u5834\u4f4e\u4f30\u7684\u4e3b\u8ef8\u3002\u5f9e BGA \u5230 Flip Chip \u7684\u5c01\u88dd\u6f14\u9032\u63d0\u5347\u4e86\u8a0a\u865f\u5b8c\u6574\u6027\uff0c\u4f46\u66f4\u6df1\u5c64\u7684\u8b8a\u5316\u5728\u65bc\uff1aCPO \u5c07\u539f\u672c PCBA \u627f\u64d4\u7684\u5149\u96fb\u8f49\u63db\u529f\u80fd\u63a8\u5411\u5148\u9032\u5c01\u88dd\u8207\u7cfb\u7d71\u6574\u5408\uff0c\u50b3\u7d71 PCBA \u7684\u5b9a\u7fa9\u6b63\u5728\u88ab\u91cd\u65b0\u66f8\u5beb\u3002\u672a\u4f86\u7684\u8d0f\u5bb6\u4e0d\u4e00\u5b9a\u662f\u505a\u6700\u591a PCB \u7684\u5ee0\u5546\uff0c\u800c\u662f\u80fd\u5728\u8f09\u677f\u3001\u5148\u9032\u5c01\u88dd\u3001\u5149\u7e96\u7ba1\u7406\u3001\u6db2\u51b7\u6574\u5408\u7b49\u65b0\u9818\u57df\u5efa\u7acb\u80fd\u529b\u7684\u53c3\u8207\u8005\u3002\u5149\u901a\u8a0a\u6b63\u5f9e AI \u57fa\u790e\u8a2d\u65bd\u7684\u914d\u89d2\u8f49\u8b8a\u70ba\u6838\u5fc3\u6230\u7565\u5c64\u3002Pluggable\u3001LPO\u3001CPO \u4e09\u7a2e\u67b6\u69cb\u5c07\u5728\u672a\u4f86\u6578\u5e74\u4e26\u5b58\uff0c\u4f46 CPO \u5728\u9ad8\u901f\u3001\u9ad8\u5bc6\u5ea6\u3001\u4f4e\u529f\u8017\u7684\u6975\u81f4\u8ffd\u6c42\u4e0b\uff0c\u7d42\u5c07\u6210\u70ba AI \u8d85\u5927\u898f\u6a21\u53e2\u96c6\u7684\u6a19\u6e96\u914d\u5099\u3002<\/p>\n<h3><span class=\"ez-toc-section\" id=\"%E5%BB%B6%E4%BC%B8%E9%96%B1%E8%AE%80\"><\/span>Extended Reading<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li><a href=\"https:\/\/witology.com.tw\/tech\/\">More Technology Industry Trend Analysis<\/a><\/li>\n<li><a href=\"https:\/\/www.semi.org\/\" target=\"_blank\" rel=\"noopener\">SEMI\uff1a\u5168\u7403\u534a\u5c0e\u9ad4\u8207\u5149\u5b50\u6574\u5408\u7522\u696d\u6700\u65b0\u52d5\u614b<\/a><\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"<p>AI\u8cc7\u6599\u4e2d\u5fc3\u4e92\u9023\u9032\u5165\u983b\u5bec\u8ecd\u5099\u7af6\u8cfd\uff0cCPO\u5171\u540c\u5c01\u88dd\u5149\u5b78\u5c07\u5149\u96fb\u8f49\u63db\u8ddd\u96e2\u7e2e\u77ed\u81f3\u6beb\u7c73\u7d1a\uff0c\u89e3\u6c7a\u529f\u8017\u3001\u8a0a\u865f\u8870\u6e1b\u8207\u983b\u5bec\u5bc6\u5ea6\u4e09\u5927\u74f6\u9838\u3002\u672c\u6587\u5206\u6790CPO\u5728\u5404\u7db2\u8def\u5c64\u7d1a\u7684\u53d6\u4ee3\u6025\u8feb\u6027\u3001NPO\u8207\u53ef\u63d2\u62d4\u6a21\u7d44\u7684\u7af6\u5408\u95dc\u4fc2\uff0c\u4ee5\u53ca2026\u81f32036\u5e74\u5e02\u5834\u6210\u9577\u8ecc\u8de1\u8207\u53f0\u7063\u4f9b\u61c9\u93c8\u7684\u95dc\u9375\u5361\u4f4d\u6a5f\u6703\u3002<\/p>","protected":false},"author":5,"featured_media":7535,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"rank_math_title":"CPO\u9769\u547d\uff1aAI\u8cc7\u6599\u4e2d\u5fc3\u9ad8\u901f\u4e92\u9023\u95dc\u9375\u89e3\u5bc6","rank_math_description":"CPO\u5171\u540c\u5c01\u88dd\u5149\u5b78\u6b63\u985b\u8986AI\u8cc7\u6599\u4e2d\u5fc3\u4e92\u9023\u67b6\u69cb\u3002\u672c\u6587\u6df1\u5ea6\u89e3\u6790CPO\u53d6\u4ee3\u5834\u666f\u3001\u6280\u8853\u6f14\u9032\u8def\u5f91\u8207PCBA\u89d2\u8272\u8f49\u79fb\uff0c\u6db5\u84cb400G\/lane\u5206\u6c34\u5dba\u3001NPO\u5dee\u7570\u6bd4\u8f03\u53ca2028-2030\u5e74\u5e02\u5834\u7206\u767c\u6642\u7a0b\uff0c\u5e6b\u52a9\u4f60\u638c\u63e1\u4e0b\u4e00\u6ce2\u7522\u696d\u4f48\u5c40\u5148\u6a5f\u3002","rank_math_focus_keyword":"CPO","rank_math_robots":"","footnotes":""},"categories":[52],"tags":[326,322,323,324,325],"class_list":["post-7536","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tech","tag-400g","tag-322","tag-ai","tag-324","tag-325"],"_links":{"self":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts\/7536","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/comments?post=7536"}],"version-history":[{"count":3,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts\/7536\/revisions"}],"predecessor-version":[{"id":7543,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/posts\/7536\/revisions\/7543"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/media\/7535"}],"wp:attachment":[{"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/media?parent=7536"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/categories?post=7536"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/witology.com.tw\/en\/wp-json\/wp\/v2\/tags?post=7536"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}