光模块：中际旭创等有明显硅光储备的公司也许会在2025年夺得先机

市场资讯07-23

来源：Gangtise投研　　光模块分析师表示，通过测算博通100G和200GEML光芯片的产能，以及Lumentum、Coherent和三菱的100GEML光芯片的供货能力，2025年由于在1.6T光模块大规模出货的带动下，200GEML的光芯片较大概率会出现紧缺。中际旭创等有明显硅光储备的公司也许会在2025年夺得先机，目前新易盛整体利润的增幅超过市场预期，天孚2024Q2产能得到改善，...

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