GF SEC: Bottlenecks are gradually shifting towards "connectivity" and CPO is driving the increase in the penetration rate of optical communication.

GF SEC released a research report stating that the current AI computing power bottleneck is gradually shifting towards "connectivity". Due to the small market size of polarization-maintaining fibers (based on the predictions of various institutions, the current market space is below 1 billion US dollars), there are few companies currently focusing on the research and development of polarization-maintaining fibers. Electro-optical co-packaging is expected to be the next solution and is expected to be the main DRIVE for expanding network bandwidth growth in the next ten years. It is recommended to pay attention to companies focusing on optical interconnect and polarization-maintaining fibers. GF SEC's main points are as follows: The current AI computing power bottleneck is gradually shifting towards "connectivity". According to Deeptech Shenzhen Kaifa Technology and the Xinzhixin public account, as AI enters the era of systems, connectivity capability is becoming a key variable determining overall performance. According to Corning's official website, Corning believes that waveguide management plays a key role in co-packaged optical systems, with the fiber array units (FAUs) responsible for aligning the fibers with the waveguides playing a more critical role in CPO applications, where FAUs manufacturing CPO should consider polarization-maintaining fibers (PMF). Polarization-maintaining fiber is a type of specialty fiber mainly used to maintain the linear polarization state of incident linear polarized light. Taking the commercially dominant Panda-type polarization-maintaining fiber (PANDA-PMF) as an example, two stress zones are symmetrically placed on both sides of the fiber core to apply stress to the fiber core, causing a difference in the propagation constants of the two polarization modes, creating a birefringence effect, thus maintaining the stability of the polarization state of light. Currently, polarization-maintaining fibers are widely used in various technological fields such as optical sensing, lasers, and optical communications, especially in high demand for fiber optic gyroscopes. However, due to the small market size of polarization-maintaining fibers (based on predictions from various institutions, the current market space is below 1 billion US dollars), there are few companies currently focusing on the research and development of polarization-maintaining fibers. CPO: electro-optical co-packaging is expected to be the next solution and is expected to be the main DRIVE for expanding network bandwidth growth in the next ten years. Inte...