三个皮匠报告—— 严选型全行业研究报告分享下载平台,您的专属行业智库!
欢迎来到三个皮匠报告!
登录
帮助中心
首页
最新
研搜
BETA
合集
英文
会议
数据
财报库
政策库
自研报告
入驻
您的当前位置:
首页
>
行业数据
>
PIC中硅光路线占比逐渐提高(十亿美元)
PIC中硅光路线占比逐渐提高(十亿美元)
行业数据
下载Excel
下载图片
原图定位
图片属性
图片格式:PNG
图片大小:167KB
图片尺寸:1198*903
同报告图片
/
4
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
所属报告:
炬光科技(688167)-A股公司深度报告:微纳光学平台成型光通信开启新一轮价值重塑-260324(49页).pdf
打包全文图表
相关数据
全球硅光模块、硅光芯片市场规模及增速(亿元)
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
收藏
市场规模
2026-07-14
原图定位
查看详情
全球硅光晶圆测试系统市场规模(亿美元)
收藏
市场规模
2026-07-01
原图定位
查看详情
2025年中国仅两家企业实现Scale-up光互连解决方案大规模商业化落地
收藏
市场规模
2026-07-01
原图定位
查看详情
2025年中国独立Scale-up光互连解决方案供应商中,曦智占据绝大部分市场
收藏
行业数据
2026-07-01
原图定位
查看详情
2023年新华三发布全球首款单芯片51.2T800GCPO硅光交换机——H3C
收藏
行业数据
2026-07-01
原图定位
查看详情
全球硅光市场规模
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
收藏
市场规模
2026-04-28
原图定位
查看详情
25年800G传统光模块与硅光模块组件成本分拆(美元,%)
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
收藏
行业数据
2026-04-28
原图定位
查看详情
2025年中国除四大(长飞、亨通、中天、烽火)外光棒产能及利用率
收藏
行业数据
2026-04-27
原图定位
查看详情
2025年中国四大家(长飞、亨通、中天、烽火)光棒产能利用率
收藏
行业数据
2026-04-27
原图定位
查看详情
2025年中国本土光棒、光纤、光缆产量及全球占比
收藏
行业数据
2026-04-27
原图定位
查看详情
光通信产业链中,上游光芯片光器件是核心重要环节
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
收藏
产业链
2026-03-25
原图定位
查看详情
1.6T光模块中FAU情况
fCDnu4Tku7blkI3np7AgfCAKfCAtLS0gfCAKfCBUcmFuc21pdHRlciBGaWJlciBBc3NlbWJseSBVbml0IHwgCnwgSW50ZWwgMS42VCBUcmFuc21pdHRlciBQSUMgfCAKfCBJbnRlbCAxLjZUIERyaXZlciB8IAp8IDEuNlQgRGlnaXRhbCBTaWduYWwgUHJvY2Vzc29yIHwgCnwgUmVjZWl2ZXIgRmliZXIgQXNzZW1ibHkgVW5pdCB8IAp8IEludGVsIDEuNlQgVHJhbnNpbXBlZGFuY2UgQW1wbGlmaWVyIHwgCnwgMS42VCBQaG90b2Rpb2RlIEFycmF5IHwgCgrotYTmlpnmnaXmupDvvJpQaG90b25pY3MgU3BlY3RyYe+8jOaLm+WVhuivgeWIuA==
收藏
行业数据
2026-03-02
原图定位
查看详情
MT-FA在光模块中的布局情况
fCDnu4Tku7bnsbvliKsgICB8IOWFt+S9k+e7hOS7tiAgICAgICAgIHwKfC0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tLS18CnwgTVQgLSBGQSDmqKHlnZcgfCDlhYnlrabplZzlpLQgICAgICAgICB8CnwgTVQgLSBGQSDmqKHlnZcgfCDok53oibLkvKDovpPljLrln58gICAgIHwKfCBNVCAtIEZBIOaooeWdlyB8IOS4iuaWueeZveiJsuWZqOS7tiAgICAgfAp8IE1UIC0gRkEg5qih5Z2XIHwg5LiL5pa555m96Imy5Zmo5Lu2ICAgICB8Cnwg5YW25LuW5qih5Z2XICAgfCBEU1Ag6Iqv54mHICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77yaSFlD77yM5oub5ZWG6K+B5Yi4
收藏
行业数据
2026-03-02
原图定位
查看详情
图6-22019-2025年中国多晶硅产量及需求量(万吨)
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
收藏
自研数据
2026-02-05
原图定位
查看详情
最新数据
全球全年龄段奶粉市场规模(亿美元)
收藏
行业数据
2026-07-30
原图定位
查看详情
全球酸奶及发酵乳制品市场规模(亿美元)
收藏
行业数据
2026-07-30
原图定位
查看详情
全球药用级益生菌市场规模(百万美元)
收藏
行业数据
2026-07-30
原图定位
查看详情
全球益生菌膳食补充剂市场规模及增速
收藏
行业数据
2026-07-30
原图定位
查看详情
全球拥有AKK专利菌株的核心企业
收藏
行业数据
2026-07-30
原图定位
查看详情
功耗与密度约束抬升,硅光与新互联架构成为向上迭代的关键。速率提升会显著抬升系统功耗与散热压力,400G 模块功耗大约在 12W 以内,800G 则在 12W 到 16W之间,在 51.2Tbps 及以上时可插拔光学器件在系统级功耗中的占比将越来越大,甚至可能超过交换机系统功率的 50%。当参数逐步逼近可插拔形态上限,行业在技术与架构两条线同步推进:其一,以硅光为代表的光子集成通过 PIC 提升集成度,可在降低系统尺寸与功耗、提升可靠性的同时优化成本曲线,被视为 800G 与 1.6T 阶段重要的降本降功耗路径;其二,互联架构从可插拔进一步走向 CPO 共封装、OCS全光交换,分别从端口侧电互连距离与网络层级效率两个维度突破功耗与密度瓶颈。
行业数据
原图定位
当前图表所属:
炬光科技(688167)-A股公司深度报告:微纳光学平台成型光通信开启新一轮价值重塑-260324(49页).pdf
财务报表预测摘要及指标
汽车应用解决方案产品
消费电子解决方案产品
2022-2025年公司股权激励解锁条件
下载图片或Excel,需升级至尊VIP会员或「预见者」VIP
立即去升级
客服
商务合作
小程序
服务号
回到顶部
折叠
微信扫码登录
微信扫码登录
双重福利,扫码领取!
关注公众号『三个皮匠报告』,免费领取报告
1.100+最新优质行业报告
2.每周免费精选报告分享
手机快捷登录
账号登录
记住密码
忘记密码?
验证即登录,未注册将自动创建账号
获取验证码
收不到验证码注意事项
登录代表您已阅读并同意
《三个皮匠服务条款》