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|ChatGPT CEO AI iPhone Marvell Marvell 2024 AI AI DFB EML/CPO LPO CPO CPO LPO AI TIA/Driver CMOS AI 1 2 3 Micro TEC/2023 05 30 021-63325888*8514 S0860514050005 BPT856 S0860522090002 AI 2023-05-28 2023-03-26 AI CPO AI CPO 2 AI“iPhone”.4 1 CPO.8 2 LPO.11 3.13 4“”+.15 5.16 6.18.18 0YBYuNmRmPpOqOmPnQpQnM7NbP7NoMnNoMtQfQmMqNkPnOqR9PnNuMwMrNsRuOtPuN AI CPO 3 1 ChatGPT.4 2 AI.4 3.4 4.4 5 ZB.5 6 Top 5.5 7 2018-2027E.6 8 2019-2024E.6 9 2021.6 10.7 11.7 12 CPO.8 13 CPO.8 14 CPO Chiplet.8 15 800G 1.6T/AOC.9 16 CPO.9 17 TEC.10 18 TEC.10 19.11 20 400G ZR.11 21 pJ/Bit.11 22.11 23 Intel.13 24 400G.13 25.14 26.14 27.15 28 400G.15 29.16 30.16 31 60%.16 32.17 33.17 AI CPO 4 AI iPhone AI 2022 11 OpenAI ChatGPT 5 2 2023 3 GTC CEO AI iPhone AI Marvell 23 AI 2 8 Marvell AI 2024 AI 2023 1 ChatGPT 2 AI AI AI 64 23 AI 2 8 Marvell 2024 AI 2023 Statista AI 1 CPO LPO 2 EML 73%81%AI 3 4 AI CPO 5 1 AI 2 3 AI 1 AIGC CCITA CPO 3:1 1 4-6 1/GB AI A100 H100 GPU 200G 8-10/LightCounting Top 5 2023 800G 5 ZB 6 Top 5 LightCounting LightCounting 2018 15%2025 25%20%50%70%AI 050010001500200040G 100G 200G 400G 800G AI CPO 6 7 2018-2027E LightCounting 2 ICC 2019-2024 2.5G 10G 10G VCSEL/EML 40%25G 5G 5G 25G DFB 25G DFB 2021 25G 20%25G 5%8 2019-2024E 9 2021 10G 10G VCSEL/EML 40%25G 20%25G 5%Modor Intelligence 3 AI 25G 2021 0%5%10%15%20%25%30%2018 2019 2020 2021 2022E 2023E 2024E 2025E 2026E 2027E 0%20%40%60%80%100%2019 2020 2021E 2022E 2023E 2024E25G 25G 10G 2.5G AI CPO 7 10 2021 1 II-VI 2 3 4 5 Cisco 6 Broadcom 7 Intel 8 Lumentum 9 10 CPO LPO AI CPO LPO DFB EML/11 DFB 1270-1610nm EML 1270-1610nm CMOS CMOS AI CPO 8 1 CPO CPO LPO CPO CPO LPO RF 12 CPO COBO gazettabyte CPO CPO Co-packaged Optics CPO CMOS 13 CPO 14 CPO Chiplet IET Research AI CPO 9 CPO 24 LightCounting 800G/1.6T AOC CPO 2022 2027 1500 CPO 24 2023 4 5 OIF 3.2T CPO 15 800G 1.6T/AOC LightCounting CPO/CPO CPO/16 CPO IET Research Micro TEC TEC Thermo Electric Cooler TEC TEC 0.1 200G/400G/800G Micro TEC 0200400600800100012001400160018002021 2022E 2023E 2024E 2025E 2026E 2027ECPO AOC AI CPO 10 400G/800G TEC 17 TEC 18 TEC CPO+100G/200G/400G CPO 800G CW CPO 400G 800G CPO CPO 22 200 Micro TEC AI CPO 11 2 LPO LPO DSP LPO Linear-drive Pluggable Optics Linear Driver DSP CDR DSP DSP DSP DSP 50%LPO DSP 19 20 400G ZR LightCounting Low Power DSP-Based Transceivers for Data Center Optical Fiber Communications,Journal of Lightwave Technology LPO AI LPO LPO 15%50%DSP LPO Host DSP/Serdes driver CTLE TIA Pre-emphasize 21 pJ/Bit 22 IPEC Arista IPEC Meta 49%27%12%12%DSP Optics ElectronicsPower Overhead Tunable Laser AI CPO 12 TIA/Driver LPO Macom Semtech DSP Inphi LPO DSP Macom LPO LPO LPO LPO 800G LPO OFC 2023 LPO LPO AI CPO 13 3 CMOS 400G DML EML 23 Intel Intel Venture Beat 24 400G/PIC AI CPO 14 25 VCSEL FP DBR DFB EML III-V III-V lnP 5 1.1 m III-V CMOS MEMS OSA 26 fiber mall AI CPO 15 800G 50G 100G 800G 4+20dB+1000km 100km 1000km 100km 80km 120km 27 28 400G 400GZR+PRO AI CPO 16 5 29 100Gbps 100/200Gbps SiO2 CMOS 30 31 60%ori-chip EBL+/+DUV+EBL+AI CPO 17 32 1 EBL+HSQ Cr ZEP 520 CSAR 62 2 EBL+3+4 DUV+a-Si LaserHub 33 2009 2017 600G 70%Sumi tomo Osaka CementCo.,Ltd Lumentum Thorlabs JDS Uniphase AVANE PHOTLINE Neotrons NTT iXblue fabrinet Optilab Lumentum 2019 Lumentum 800G AI CPO 18 6 AI 1(688498)(000988)(688048)(000936)2(002222)3 Micro TEC(688662)CPO AI CPO 19 Tabl e_Disclai mer 12/15%5%15%-5%+5%-5%5%-5%+5%-5%1%HeadertTabl e_Discl ai mer HeadertTabl e_Address 318 26 021-63325888 021-63326786 Tabl e_Disclai mer
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