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姓名：王彦龙（分析师）姓名：黎明聪（分析师）邮箱：邮箱：电话：010-83939775 电话：0755-23976500证书编号：S0880519100003 证书编号：S08805230800081 LPO CPODCI5G-AAI AI WUAZzQrMnOoPtNsRqNpQpO8OdN9PpNrRpNmQfQoOtPeRqQxO8OrRwPwMtQsNNZrMrQ2/3 0rpc1qs6gWA8LDnY7WrLYsiCYydMK33bsDsO0TSEcfaxQicsWY+oLecx6S97SILh 4 NVDA GB200 NVDA GPU 5 Google TPUv4 TPUv5 TPU 2023 6.17 ISCA 90%TPU 2020 TPUv4 400G TPUv5 800G TPUv4 Package 16 OSFP ICI TPUv4 6 ICI link 16 Package(Rack 64 8*8 TPUv4 1 4096 64 8 6 Google OCS MEMs 136*136 OCS Optical Circuit Switch OCS Palomar 136*136 MEMS 128 8 OCS OCS 7 AWS Trainium 2D T orus NeuronLink-v2 AWS Trainium AWS 1000(ML)2 NeuronCore 32GB HBM 190TFLOPS FP16/BF16 380 INT8 TOPS 47.5 FP32 TFLOPS NeuronLink-v2 NVLink 384GB A100 300GB AWS Trn1/Trn1n 2D Torus AWS 8 AWS Trainium H100 A100 Trainium EC2 UltraClusters EC2 UltraClusters GPU ML AWS Tranium H100 A100 EC2 20000H100 A100 4000 Trainium 30000 AWS UltraCluster non-blocking UltraCluster AI AccelaratorMaxium Networking 总算力P4 A100 10000 400Gb/s 3EflopsP5 H100 20000 3200Gb/s 20EflopsTrn1 Trainium 30000 800Gb/s 或1.6T/s6Eflops AI AWS 9 MET A MTIA Meta MTIA 100G PCIE GEN4 8 A100 400G Nvidia 1.6T Meta MITA 100G MTIA MTIA MTIA10 Intel Gaudi2 2.4T 8 2.4T OAM 300G RoCE 8 8*300G 6 QSFP-DD1 QSFP-DD 400G 400G 400G=1:4.5 Baudi2 8-OAM Gaudi 2.4T 8-OAM Gaudi 6 QSFP-DD Baudi2 11 910B AI Atlas 900 PoD Atlas 900 PoD 910B AI AI AI Atlas 900 PoD 9000+AI AI AI AI AI Atlas 900 PoD900047U CPU 32*920CPU 256 DDR4RDIMM 32 GB/64 GBAI 64*64*2.5RAID RAID 0/1 6 3+3 380V,32A 4 2+2 380V,32A46 kW 5 40 41 104 1800mASHRAE Class A2/A3/A4H*W*D2250mm 600mm 1500mm2410mm 980mm 1455mm Atlas 900 PoD 12 800 800 800 12nm 170 820 TOPS 78563 IPS 500 IPS/W 800 800 800 800 NPU/NPU 800 13 14 1.6T AI 1.6T 2024H2 3 3 AI 2 2024 1.6T Mission Apollo:Landing Optical Circuit Switching at Datacenter Scale Semianalysis Nvidia 2024H2 2025 1.6T 15 1.6T OFC 2024 Broadcom Lumentum 200G EML DSP 2024 OFC 1.6T OFC 2023 200G/Lane 核心物料 供应厂商 产品激 光 器 芯片-200G EMLCoherent 200G InP EML索尔思 200G PAM4 EMLSumitomo 200G EMLLumentum 200G PAM4 EMLSemtech 200G PAM4 PMD EML 驱动器Broadcom 200G Uncooled EMLDSP芯片Ciena 1.6T WaveLogic 6 Extreme(WL6e)Marvell Broadcom 1.6T PAM-4 PMD,BCM85852,BCM87850 模块新易盛 OSFP-XD DR8中际旭创 OSFP-XD DR8+可插拔光通信模块光迅科技 OSFP-XD DR8索尔思 OSFP-XD DR8Coherent OSFP-XD DR8Senko Advanced Components OSFP-XD DR8AECCredo 1.6Tb OSFP-XD HiWire CLOS 有源电缆ColorChip 1.6T OSFP-XD AECMCB,HCB 与 热 负 载及 控制 器板 Multilane OSFP-XD MCB OSFP-XD HCB16 CMOS ICCSZ 800G 电 口 速率 光 口 速率 4 通道 8 通道 16通道112G serdes100G/lane 400G 非硅光 800G 非硅光or 硅光 1.6T OSFP-XD 硅光200G/lane 800G 非硅光or 硅光 1.6T 非硅光 or 硅光 3.2T CPO 硅光224G Serdes 200G/lane 800G 非硅光or 硅光 1.6T 非硅光or 硅光 3.2T CPO 硅光 vs 17 ICCSZ/SOI lnP GaAs SOI Si$/cm2 4.55 1.65 1.3 0.2$/cm2 33.95 27.16 1.3 0.2 mm 150 200 450 450 lnP 8-2-65nm-250nm0.3-0.5um Driver LA CDR Fab 80%40%ICCSZ CMOS AI 18 LPO Lightcounting SiP 2022 24%2028 44%Lightcounting SiP GaAs LnP LPO Intel 2023 Jabil Lightcounting Lightcounting19 LPO 40%LPO DSP ASIC 7nm DSP 50%DSP BOM 20-40%Driver TIA EQ DSP 100ns CDR 10ns LPO DSP LPO TIA+Driver Lightcounting Webinar 20 LPO DSP NIC-Switch Marvell LPO Host side SR DSP SRDRFR Marvell LPO DSP TOR LPO SR Marvell LPO TOR Marvell Lightcounting Webinar21 LPO Vendor LPO BER Asic-Module Vendor Lightcounting 51.2T BER 22 CPO CPO Perspective on the future of silicon photonics and electronics CPO CPO 23 CPO-1 CPO+-2 CPO-3 CPO CPO PCB Optics DSP TIA Driver Optics 60%AVGO 24 400G DR4 800G DR8 2023 1-2 100G EML MOCVD 24H1 1.6T 200G EML 100G/200G EML Sumitomo 100G EML 200G/COBO 25 CW DFB Intel 2024 800G CW CW OFC2021 26 800G1.6T 200G/lane 200G EML TFLN 2024 Innovium Lightcounting 材料类型 长度/mm芯片损耗/dB/cm3dB带宽/GHz半波电压/V直流消光比（dB）SiPh硅光 4 16 50 4 25磷化铟 5 10 65 3 25传统LN 40 0.1 35 3-5 40薄膜LN 5/10/20 0.2100/80/454.4/2.3/1.4 30薄膜LN2 3/5 0.98 70 7.4/5.1 40 LnP 27 28 GPU DCI 400G OTN 400G 29 400G 30 27 2022 80%10%7%1%1%31 G60 2024 G60 2024 2027 1 18 2025 648 GEN1 20262027 648 GEN2 3GPP CCSA TAF 2022 R17 R18 2024 32&TR T/R T/R 33 5G-A 5G-A 5.5G 5G 5G 6G 5G-A 100 5G-A 300 20 5G-A 5G-A 2000 5G-A 5G-3GPP 5G-A 3GPP 34 35 000063.SZ 26.84 1.69 1.95 2.09 15.9 13.8 12.8 600050.SH*4.68 0.26 0.31 0.36 18.0 15.1 13.0 300502.SZ 69.09 1.27 0.97 2.09 54.4 71.2 33.1 002281.SZ 35.85 0.77 0.74 0.87 46.6 48.4 41.2 300620.SZ 46.45 0.48 0.26 0.54 96.8 178.7 86.0 688313.SH 10.01 0.14-0.1 0.1 71.5-100.1 100.1 300394.SZ 159.86 1.02 1.85 3.68 156.7 86.4 43.4 688387.SH 6.24-0.2-0.11 0.01-31.2-56.7 624.0 36 AI AI AI AI 37 38
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