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Table_MainInfo/2024 06 11 Table_InvestInfo Table_QuoteInfo 2995.453527.354059.264591.165123.075654.972023/6 2023/9 2023/12 2024/3 Table_ReportInfo 20 AI;23 30 2024.06.06 AT&T 2024.05.28 OpenAI GPT-4o 24Q1 21%2024.05.21 Table_AuthorInfo:Tel:(010)50949926 Email:S0850517090006:Tel:(021)23187270 Email:AI Table_Summary CMOS CMOS 1969 Yole 2022 6800 2028 6 22-28 CAGR 44%2014 3 Acacia AI ROADM WSS AI AI AI AI Lightcounting 2022 24%2028 44%LPO CPO OIO 1 LPO 2 CPO CPO 3 OIO OIO AI 2 1.CMOS.6 1.1.6 1.2.7 1.3.8 1.4.10 2./AI.11 2.1.11 2.2 AI-.13 2.2.1 AI.13 2.2.2.15 2.3 LPO/CPO/OIO.18 2.3.1 LPO/.18 2.3.2 CPO.19 2.3.3 OIO CPO.21 3.23 XVCXxOqNnOoPpRpMtOrOpObRaO7NsQqQtRqMjMoOrPiNrQnP9PrRxPxNsOoPMYtPyQ 3 1 CMOS.6 2 SOI.6 3.6 4.6 5.7 6 100G.7 7 InP.8 8.8 9.9 10.10 11 2022-2028.10 12.11 13 2018-2029E.11 14.11 15.11 16.12 17 Acacia.12 18.12 19 WSS.13 20 WSS.13 21.14 22 A100 H100.14 23 AI/XR/5G.14 24 AI.14 25 EFLOPS.15 26 AI GPU.15 27.15 28 AI.15 29.16 30.17 4 31.17 32.17 33 2020.18 34 MOCVD.18 35.18 36 2023 2028.18 37 LPO.19 38 400G/800G DSP.19 39 CPO 2D/2.5D/3D.20 40 51.2T CPO.20 41 800G/1.6T CPO.20 42 Broadcom OFC 2023 51.2Tbps.21 43 CPO.21 44 Optical IO.21 45 intel CPO Optical I/O.22 46 2022-2033 CPO OIO.22 9s0NxZ+44S8ib7KlrrV5PpDzSda0ryHb0G1WUCrSdD65+puAVGtrGhrdFh2POiou 5 1.8 2.16 3.16 6 1.CMOS 1.1 CMOS SiGe/Si SOI CMOS CMOS 1 CMOS Soitec 2 SOI 3 4 21 7 CMOS/5 Cisco 6 100G Cisco 1.2 CMOS InP GaAs III-V CMOS 3.42 1.11.6 1.31.6 GaAs/InP III-V III-V 8 1 Silicon Silica Si 3N 4 InP GaA LiNbO 3,*()*()*7 InP Nature Cmmunications Roadmapping the next generation of silicon photonics 8 1.3 1969-1999 2000-2009 2010-2022 2023 1969 1999 1969 1985 PIC 1991 1992 SOI 30 9 2000 2009 PIC 2004 Intel 1Gb/s 2006 Intel 2008 Intel“”340GHz 2009 Acacia 2010 2022 2010 50Gb/s 2013 4 PLAT4M 50Gb/s 2014“”2016 Intel 100G 2018 100Gb/s 2022 3 Global Foundries Fotonix 90WG 45CLO 4 3 5 4 4 EDA 3 2023 AI 2023 3 OpenAI GPT-4 Mellanox Luxtera Acacia Finisar Avago Intel IBM Imec 2023 10 Intel Jabil I/O 2024 4 2024 3D 12.8 Tbps Yole 2028 72.4 520.93 9 36 picmagzine ESM China Yole 10 1.4 CPO(Fiber-Optic Communication)(Communication/Processing)Optical IO(Sensing)800G Yole 2022 6800 2028 6 2022-2028 CAGR 44%800G ML I/O ML 10-/-x)5G/I/O CPO+Yole 11 2022-2028 Yole 11 2./AI 1 30%2 Lightcounting 2022 24%2028 44%12 EE Times Aisa Lightcounting 13 2018-2029E Lightcounting OFC2024 2.1 14 15 EDA365 20db 1000km 100km 1000km 100km 80km 120km DCI DCI DCI 12 AI 2023 2025 250 2022-2025 400G CAGR 40%1 CMOS 2 16 2014 3 Acacia OFC2015 AC-400 Acacia DSP 100G 200G 400G SiFotonics 200G 10km 400G 2km 2026 50%50 17 Acacia NASA 18 SEC Coherent 13 ROADM WSS 2021 11 2.0 2.0 Reconfigurable Optical Add/drop Multiplexer ROADM WSS ROADM 1 K 1 K WSS ROADM WSS LCoS WSS MEMS LC LCoS Liquid Crystal on Silicon,LCoS WSS 32 GII 2021 WSS 1.49 2028 2.27 2021 LCoS 60.76%2028 LCoS WSS 1.44 19 WSS 20 WSS 2.2 AI-“”AI AI 2.2.1 AI AIGC AI GPU GPU AI V100 A100 H100 AI H100 GPU 800G GPU GPU 800G 1:1 1:2 H100 GPU 800G 1:2 1:4 14 21 Has Silicon Photonics Finally Found Its Killer Application?22 A100 H100 LaiTimes AI AI 23Q4 AI AI Marvell 2023 40G-100G-200G-400G 4 2023 AI 2 400G-800G-1.6T-3.2T AI 100G 400G AI 23 AI/XR/5G Precedence Research 24 AI Marvell AI AI IDC AI 2019 612.4 2021 924.0 2025 2000 2022 260EFLOPS 2027 1117.4EFLOPS GPU AI 15 25 EFLOPS IDC IDC 2023-2024 26 AI GPU AI lightcounting AI 2024 2025 AI 27 C114 Lightcounting 28 AI EE Times Lightcounting AI AI AI 2.2.2 3-5 InP EML GaAs VCSEL#1 SR DR 500 m FR LR 800G SR AOC VCSEL DR/FR/LR/ER/ZR 800G EML/DML 16 29 Fibermall 2 100G/200G 400G/800G 800G+DC DCI 1080km LR/ER/ZR EML EML/SiP-Coh EML/SiP-Coh Leaf Spine DCI 500m2km LR/ER/ZR EML/SiP EML/SiP EML/SiP TOR Leaf DC 100m SR VCSEL/SiP VCSEL/SiP EML/SiP TOR DC 50m AOC/SR VCSEL VCSEL VCSEL/EML/SiP 800G+1 GaAs VCSEL 100G 200G 400G 100m 2 InP DML/EML EML 3 InP VCSEL DML 100G/200G DR 800G+3 VCSEL DML DFB EML CW+GaAs InP InP InP+SiP 850nm 1310nm 1310nm 1310nm InP 1 17 2 30 75/100/150mm InP 200mm 2020 Integrated Photonic Systems Roadmap-International(IPSR-I)INP AND III-V COMPOUNDS 31 75/100/150mm InP 200mm 2020 Integrated Photonic Systems Roadmap-International(IPSR-I)INP AND III-V COMPOUNDS 100G-400G SR#2 III-V CMOS VCSEL GaAs EML/DFB InP III-V IC 32 Murata GCS VLCIntengentBroadcom II-VILumentum IQE Sumitomo JX Alta Devices TCL Apple QorvoFinisarSkyworksLumentum GCS MurataBroadcomQualcomm IQESumitomoHitachi Cable FreibergerSumitomo IDM LED Yole GCS 2021 Broadcom VLC Intengent Alta Devices MEMS AI 1-3 Aixtron MOCVD 1600-/18 33 2020 Yole 34 MOCVD Lightcounting 100G/Lane 2-3 CMOS 130nm/90nm/45nm CMOS SiGe#3 LPO CPO Cisco 400G 800G 40%2010 2022 22 35 FS 36 2023 2028 Has Silicon Photonics Finally Found Its Killer Application?LPO CPO OIO LPO CPO OIO 2.3 LPO/CPO/OIO 2.3.1 LPO/LPO LPO DSP 19 DSP LPO 1 LPO DSP 50%CPO 2 DSP DSP 100ns LPO 3 LPO Driver TIA EQ 5nm/7nm DSP 4 CPO LPO 37 LPO 38 400G/800G DSP Fibermall LPO EML DML LPO LPO half LPO 1.6T OFC2024 800G OSFP DR4 LPO 4 200Gb/s 2.3.2 CPO CPO Co-packaged optics CPO LightCounting ASIC 800Gbps CPO CPO 3 2D;2.5D;3D CPO 1 CPO Cisco 51.2T CPO ASIC 50%25-30%2 CPO PCB DSP 3 CPO CPO CPO 3D-CPO die GPU Lanswitch HBM Package CPO CPO-20 39 CPO 2D/2.5D/3D Marvell CPO 1.6T CPO CPO LightCounting CPO 2027 800G 1.6T 30%40 51.2T CPO ServeTheHome Cisco 41 800G/1.6T CPO Tom LightCounting CPO 2023 4 5 OIF CPO 3.2T CPO 100G 50G 51.2 Tbps/OFC 2023 8 6.4T CPO 51.2T 2023 OFC CPO Marvell 51.2Tbps CPO AWS Meta MarvellIBM AMD Ranovus CPO 21 42 Broadcom OFC 2023 51.2Tbps ServeTheHome Broadcom 43 CPO 2.3.3 OIO CPO OIO Optical I/O OIO CPU GPU XPU(chip to chip interconnect)electrical IO AI I/O I/O 1 AI xPU CPU GPU IPU I/O IO OIO AI OIO Optical IO CPO I/O Optical IO 44 Optical IO Cadence Optical IO Intel AMD Nvidia Intel Ayar Labs OFC FPGA Optical IO AMD Xilinx,ISSCC 2023 Nvidia Ayar Labs Ayar Labs TeraPHY GlobalFoundries 45nm OFC 2024 OCI CPU OCI OIO CPO 2028 22 Yole 2022 OIO CPO 500 600 2028 1.16 2100 22-28 CAGR 68%41%Yole 2033 OIO CPO 23 2.87 28-33 CAGR 81%69%45 intel CPO Optical I/O Cadence 46 2022-2033 CPO OIO Yole 23 3.AI 24 Table_Analysts Table_Reports,-U,1.6 6 2.A 500 10%-10%10%-10%6 10%-10%10%-10%“”
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