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AOI产品矩阵：芯片-器件-模块全产业链布局

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所属报告：

应用光电-美股公司研究报告-AOI、应用光电深度研究报告：绑定微软凤凰涅槃老牌光模块企业触底反弹-231107（58页）.pdf

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光通信产品矩阵丰富、应用领域广，定制化服务能力强。经过多年发展及布局，AOI已形成了较为完备的产品矩阵，其产品可分为四大类：半导体、激光元件、光模块/光收发器/HFC 网络设备。1）半导体：高速 DFB 芯片专为下一代光通信数据传输速率而设计；高速 EML 芯片兼具高速度和高效率集；连续波 DFB 芯片可以提高光学系统的稳定性，确保一致的光输出；QAM DFB 芯片通过优化数字调制过程，增强了光网络中的带宽和信号完整性。2）激光元件：TO 激光器主要用于精密光学封装；TOSA（发射器光学组件）可以进行精确的光源集成，确保数据传输效率；ROSA（接收器光学组件）进行光学信号检测，是高效光学数据通信和电信系统的基石；BOSA（双向光组件）可同时优化传输和接收。3）光模块：QSFP-DD 模块带宽能力强，能够满足日益增长的数据需求；OSFP 模块推动高速数据连接和光传输性能进一步提升；SFP 光模块系列可根据不同的带宽需求提供无缝可靠的数据传输。4）HFC 网络设备：系统放大器 Quantum12/18 系列提供强大的配置和远程监控功能，简化网络控制，升级网络；Quantum 线路扩展器专为运行频率高达 1.8GHz 的有线宽带网络而设计；Quantum Test 构想网络测试，生成全面的上行和下行频谱；远程管理器 Quantum Link 可实现网络组件之间安全、高效且符合标准的通信；可调模块光收发器系列 Quantum Wave 探索超快数据传输。面对光模块行业激烈的竞争，AOI不断进行产品创新和升级迭代、提高产品性能，逐步形成系统全面的产品矩阵支撑长期稳健发展。

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