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|2024 05 10 AI AI AI IO CPO 1976 Vali Shorthill Vali MEMS 40Gbps CPO CPO CPO CPO AI 2 Lyntia Interxio 30%46%demo800Gbps 1.2Tbps AI know-how AI S0680519010002 S0680519050002 1 2023-AI 2024-05-04 2 AI 2024-04-28 3 2024-04-21 EPS P E 2023A 2024E 2025E 2026E 2023A 2024E 2025E 2026E 300570.SZ 0.68 1.11 1.47 1.77 55.31 33.88 25.59 21.25 Wind-32%-16%0%16%32%2023-05 2023-08 2023-12 2024-05 300 2024 05 10 P.2 1.3 2.5 2.1.5 2.2.7 2.3 CPO.10 2.4.12 3.14 4.16 5.16 1.3 2.4 3.4 4.5 5.5 6 IFOG RFOG BFOG.6 7 MEMS.6 8 MEMS.7 9 EDFA.8 10 StarlinkV1.5.9 11.10 12 CPO.11 13 CPO ELS.11 14 CPO ELS.11 15 FAU.12 16.12 17.13 18.14 19 PCVD MCVD.15 20 2024 4 30.16 ZXAZyRnQsRrQpRpMtOoRrQaQdN7NtRmMpNqMlOmMnQjMoPmN6MqQvNMYnRpQxNnPpQ2024 05 10 P.3 1.ITU G.652 TIAFOTC/9 50 62.5 850nm 1310nm 1310nm 1550nm 1 meptec 1 0 Stress-applying parts SAP SAP 2024 05 10 P.4 1 2 3 SAP 2 fiber optic center 2020 4.5 90%G.652.D Fiber Optic Center 100 0.5%G.652.D 10 5 Statista 2025 421 8 CAGR 17.9%3 Statista wDAV6PMIYGSD2u75P0rB4JKvZxvDHl7CnYBIQwX/6MPyVNSgvgCoDuaYN2AkIGld 2024 05 10 P.5 2.2.1 1976 Vali Shorthill Vali 10-7/s)Sagnac 4 5 IFOG RFOG BFOG IFOG IFOG IFOG IFOG RFOG C4 C1 RFOG 10m BFOG 2024 05 10 P.6 BFOG 6 IFOG RFOG BFOG MEMS MEMS MEMS MEMS MEMS MEMS MEMS 20-30%MEMS MEMS 7 MEMS Advanced Navigation 2024 05 10 P.7 8 MEMS MEMS Advanced Navigation 2.2 100-Erbium-dopedOpticalFiberAmplifer EDFA 2024 05 10 P.8 9 EDFA EDFA EDFA WDM Starlink V1.5 V1.5 2021 6 2024 05 10 P.9 10 StarlinkV1.5 satellitetoday EDFA EDFA NeLS WDM 4 WDM EDFA/2024 05 10 P.10 11 EDFA 2.3 CPO CPO CPO ASIC CPO ASIC ASIC IBM&II-VI Ranovus ASIC External laser source ELS ELS 100mW 2024 05 10 P.11 12 CPO 13 CPO ELS 14 CPO ELS Yole Polarization extinction ratio PER CPO Fiber array unit FAU FAU CPO 2024 05 10 P.12 15 FAU Co-packaged optics(CPO):status,challenges,and solutions 2.4 16 2024 05 10 P.13 17 2 Lyntia Interxio 30%46%demo800G 1.2T AI 2024 05 10 P.14 3.2021 2025 421 8 CAGR 17.9%30%-35%25%-30%20%-25%2006 20 2003 2006 2008 MCVD modified chemical vapor deposition PCVD plasma chemical vapor deposition OVD outside vapor deposition VAD vapor axial deposition 18 MCVD 1974-PCVD 1975-/OVD 1976-VAD NT&T 1977-2024 05 10 P.15 PCVD MCVD PCVD MCVD 19 PCVD MCVD PCVD Draka MCVD Nufern Fibrecore 2024 05 10 P.16 4.know-how AI 20 2024 4 30 601869.SH/6869.HK 199 600498.SH 210 600522.SH 463 600487.SH 349 j-fiber GmbH 300570.SH 90 688143.SH 28 GLW.N 286 2016 Alliance Fiber Optic Products Inc.PRY.BSI 141 5801.T 2393 5803.T 8071 Wind 2023 5.AI AI CPO AI 2024 05 10 P.17 6 A 300 500 15%5%15%-5%+5%5%10%-10%+10%10%8 7 7 100077 555 22 200120 021-38124100 1115 330038 0791-86281485 100 24 518033
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