538 lines
33 KiB
HTML
538 lines
33 KiB
HTML
<!DOCTYPE html>
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<html lang="zh-CN" data-theme="night">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>深度行研 | 硅光技术 (Silicon Photonics)</title>
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<script src="https://cdn.tailwindcss.com"></script>
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<link href="https://cdn.jsdelivr.net/npm/daisyui@4.11.1/dist/full.min.css" rel="stylesheet" type="text/css" />
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<script defer src="https://cdn.jsdelivr.net/npm/alpinejs@3.x.x/dist/cdn.min.js"></script>
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<script src="https://cdn.jsdelivr.net/npm/echarts@5.5.0/dist/echarts.min.js"></script>
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<link rel="preconnect" href="https://fonts.googleapis.com">
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<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
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<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700&family=Space+Grotesk:wght@400;500;700&display=swap" rel="stylesheet">
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<style>
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:root {
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--glow-color-1: rgba(79, 70, 229, 0.4); /* Indigo */
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--glow-color-2: rgba(219, 39, 119, 0.4); /* Pink */
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--glow-color-3: rgba(14, 165, 233, 0.4); /* Sky Blue */
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}
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body {
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font-family: 'Inter', sans-serif;
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background-color: #020010;
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background-image:
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radial-gradient(at 20% 15%, hsla(212, 80%, 30%, 0.4) 0px, transparent 50%),
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radial-gradient(at 80% 20%, hsla(289, 70%, 40%, 0.3) 0px, transparent 50%),
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radial-gradient(at 10% 85%, hsla(190, 80%, 50%, 0.4) 0px, transparent 50%),
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radial-gradient(at 85% 90%, hsla(320, 70%, 50%, 0.3) 0px, transparent 50%);
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color: #e0e0e0;
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.glass-card {
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background: rgba(15, 23, 42, 0.3); /* slate-900 with alpha */
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backdrop-filter: blur(24px);
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-webkit-backdrop-filter: blur(24px);
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border: 1px solid rgba(255, 255, 255, 0.1);
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border-radius: 24px; /* Extreme rounded corners */
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transition: all 0.3s ease;
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.glass-card:hover {
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border-color: rgba(14, 165, 233, 0.5);
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box-shadow: 0 0 30px rgba(14, 165, 233, 0.2);
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.glow-text {
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text-shadow: 0 0 8px rgba(255, 255, 255, 0.3), 0 0 12px var(--glow-color-3);
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}
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.bento-grid {
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display: grid;
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gap: 1.5rem;
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grid-template-columns: repeat(1, 1fr);
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@media (min-width: 1024px) {
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.bento-grid {
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grid-template-columns: repeat(6, 1fr);
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.bento-item-1 { grid-column: span 3; grid-row: span 2;}
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.bento-item-4 { grid-column: span 6; }
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.custom-timeline .timeline-start, .custom-timeline .timeline-end {
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color: #9ca3af; /* gray-400 */
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}
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.custom-timeline .timeline-middle {
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color: var(--glow-color-3);
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}
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.custom-timeline .timeline-box {
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background: rgba(30, 41, 59, 0.5); /* slate-800 with alpha */
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border-color: rgba(255, 255, 255, 0.1);
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}
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.table-custom thead th {
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background-color: rgba(14, 165, 233, 0.1);
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color: #e0e0e0;
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border-bottom: 1px solid rgba(14, 165, 233, 0.3);
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}
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.table-custom tbody tr {
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border-bottom: 1px solid rgba(255, 255, 255, 0.1);
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.table-custom tbody tr:hover {
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background-color: rgba(30, 41, 59, 0.7);
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.table-custom a {
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color: #38bdf8; /* sky-400 */
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transition: color 0.3s;
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}
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.table-custom a:hover {
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color: #7dd3fc; /* sky-300 */
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}
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</style>
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</head>
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<body class="min-h-screen p-4 sm:p-8" x-data="{ loaded: false }" x-init="() => { setTimeout(() => loaded = true, 100) }">
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<div class="max-w-7xl mx-auto space-y-8">
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<!-- Header -->
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<header class="text-center py-8 space-y-4 transition-all duration-1000 ease-out" :class="loaded ? 'opacity-100 translate-y-0' : 'opacity-0 -translate-y-10'">
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<h1 class="text-4xl md:text-6xl font-bold glow-text" style="font-family: 'Space Grotesk', sans-serif;">
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深度行研 | 硅光技术
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</h1>
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<p class="text-lg text-slate-300">Silicon Photonics: The Convergence of Light and Logic</p>
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<div class="pt-4 text-sm text-slate-500">
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<p>北京价值前沿科技有限公司 AI投研agent：“价小前投研” 进行投研呈现</p>
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<p>本报告为AI合成数据，投资需谨慎。</p>
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</div>
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</header>
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<!-- Core Insight Section -->
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<main class="space-y-12">
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<!-- Core View & Logic -->
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<section class="glass-card p-6 md:p-8 transition-all duration-1000 ease-out delay-150" :class="loaded ? 'opacity-100 translate-y-0' : 'opacity-0 translate-y-10'">
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<h2 class="text-2xl font-bold mb-6 text-sky-300">0. 核心观点与市场逻辑</h2>
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<div class="grid md:grid-cols-5 gap-6">
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<div class="md:col-span-2 space-y-4">
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<h3 class="text-xl font-semibold text-slate-100">核心观点摘要</h3>
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<p class="text-slate-300 leading-relaxed">在AI算力需求驱动下，硅光技术正处于从技术验证迈向规模化商用的<strong class="text-sky-400">关键拐点</strong>。其核心驱动力源于在800G及以上超高速率下，相较于传统方案在<strong class="text-pink-400">成本、功耗和集成度</strong>上的颠覆性优势。未来，硅光不仅是高速光模块的主流方案，更是通向CPO（光电共封装）和OIO（光输入/输出）等下一代计算架构的<strong class="text-indigo-400">基石技术</strong>，其价值将从通信设备向计算芯片内部延伸。</p>
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</div>
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<div class="md:col-span-3 space-y-4">
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<h3 class="text-xl font-semibold text-slate-100">三大核心驱动力</h3>
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<ul class="space-y-3">
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-sky-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M13 7h8m0 0v8m0-8l-8 8-4-4-6 6" /></svg>
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<div><strong class="text-slate-100">经济性驱动 (成本 & 功耗): </strong>AI数据中心功耗与运营成本是核心痛点。硅光模块功耗较EML方案低10-20%，成本低约18%，是其商业化的根本逻辑。</div>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-pink-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M4 8V4m0 0h4M4 4l5 5m11-1V4m0 0h-4m4 0l-5 5M4 16v4m0 0h4m-4 0l5-5m11 5v-4m0 4h-4m4 0l-5-5" /></svg>
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<div><strong class="text-slate-100">性能驱动 (速率 & 集成度): </strong>突破传统技术在单波200G以上的瓶颈，为1.6T及更高速率铺路。高集成度是实现CPO等先进封装的唯一可行路径。</div>
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</li>
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<li class="flex items-start">
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<svg xmlns="http://www.w3.org/2000/svg" class="h-6 w-6 mr-3 text-indigo-400 flex-shrink-0" fill="none" viewBox="0 0 24 24" stroke="currentColor"><path stroke-linecap="round" stroke-linejoin="round" stroke-width="2" d="M17 20h5v-2a3 3 0 00-5.356-1.857M17 20H7m10 0v-2c0-.656-.126-1.283-.356-1.857M7 20H2v-2a3 3 0 015.356-1.857M7 20v-2c0-.656.126-1.283.356-1.857m0 0a5.002 5.002 0 019.288 0M15 7a3 3 0 11-6 0 3 3 0 016 0zm6 3a2 2 0 11-4 0 2 2 0 014 0zM7 10a2 2 0 11-4 0 2 2 0 014 0z" /></svg>
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<div><strong class="text-slate-100">供应链重构驱动: </strong>应对高速EML芯片海外主导的局面，提供国产替代与供应链安全的战略机遇，价值核心从“封装”向“芯片设计与制造”转移。</div>
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</li>
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</ul>
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</div>
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</div>
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</section>
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<!-- Timeline Section -->
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<section class="glass-card p-6 md:p-8 transition-all duration-1000 ease-out delay-300" :class="loaded ? 'opacity-100 translate-y-0' : 'opacity-0 translate-y-10'">
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<h2 class="text-2xl font-bold mb-6 text-sky-300">1. 概念演进与关键催化</h2>
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<ul class="timeline timeline-snap-icon max-md:timeline-compact timeline-vertical custom-timeline">
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<li>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">~2020</time>
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<div class="text-lg font-black">技术奠基</div>
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以英特尔为代表的国际巨头在100G/200G时代布局推广，验证技术潜力，但未成主流。
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</div>
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<hr class="bg-sky-500/50"/>
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</li>
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<li>
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<hr class="bg-sky-500/50"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end mb-10">
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<time class="font-mono italic">2023-2024</time>
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<div class="text-lg font-black">关键催化</div>
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AI大模型爆发，算力竞赛推动网络向800G/1.6T演进。英伟达Blackwell平台标配1.6T光模块，需求拉至近期。传统EML方案瓶颈凸显。
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</div>
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<hr class="bg-sky-500/50"/>
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</li>
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<li>
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<hr class="bg-sky-500/50"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-start md:text-end mb-10">
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<time class="font-mono italic">2024-2025</time>
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<div class="text-lg font-black">产业确认</div>
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被视为规模应用的“拐点之年”。多家厂商800G硅光模块量产。台积电与英伟达合作方案预计2025年量产。产业普遍预期渗透率和需求总量将超预期。
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</div>
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<hr class="bg-sky-500/50"/>
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</li>
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<li>
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<hr class="bg-sky-500/50"/>
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<div class="timeline-middle"><svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" fill="currentColor" class="h-5 w-5"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.857-9.809a.75.75 0 00-1.214-.882l-3.483 4.79-1.88-1.88a.75.75 0 10-1.06 1.061l2.5 2.5a.75.75 0 001.137-.089l4-5.5z" clip-rule="evenodd" /></svg></div>
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<div class="timeline-end">
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<time class="font-mono italic">2026-2028+</time>
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<div class="text-lg font-black">未来路径</div>
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CPO开启批量交付，渗透率达15-30%。最终目标是向OIO与全功能单片集成演进，彻底改变芯片架构。
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</div>
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</li>
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</ul>
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</section>
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<!-- Data Bento Grid -->
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<section class="transition-all duration-1000 ease-out delay-500" :class="loaded ? 'opacity-100 translate-y-0' : 'opacity-0 translate-y-10'">
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<h2 class="text-2xl font-bold mb-6 text-sky-300">2. 多维数据洞察</h2>
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<div class="bento-grid">
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<div class="glass-card p-6 bento-item-1 space-y-4">
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<h3 class="text-xl font-semibold text-slate-100">新闻与路演核心摘要</h3>
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<p class="text-slate-400 text-sm">技术定义与优势</p>
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li><strong>高集成度:</strong> CMOS工艺实现光电器件集成，组件数量锐减，体积大幅缩小。</li>
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<li><strong>低成本:</strong> 依托成熟CMOS工艺，大规模量产可显著降低成本（较EML方案低18%+）。</li>
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<li><strong>低功耗:</strong> 功耗较EML低10-20%，CPO方案下可再降40-50%，目标低于5W。</li>
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<li><strong>高速率:</strong> 调制器带宽达60-70GHz，支持单波200Gbps+，为1.6T及以上速率铺路。</li>
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</ul>
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<p class="text-slate-400 text-sm pt-2">产业现状与挑战</p>
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<ul class="list-disc list-inside space-y-2 text-slate-300">
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<li><strong>拐点已至:</strong> 2024-2025年被视作规模应用转折点，产业进展超预期。</li>
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<li><strong>核心瓶颈:</strong> <span class="font-bold text-pink-400">封装、耦合与测试</span>是最大挑战，良率和自动化水平是降本关键。</li>
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<li><strong>光源依赖:</strong> 必须外置III-V族CW光源，其产能和性能是产业链的“命门”。</li>
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<li><strong>生态待建:</strong> EDA工具、PDK工艺库、测试方案缺乏统一标准。</li>
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</ul>
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</div>
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<div class="glass-card p-6 bento-item-2">
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<h3 class="text-xl font-semibold text-slate-100">研报市场规模预测</h3>
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<p class="text-slate-400 text-sm mb-2">数据来源: Yole Group 等</p>
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<div id="market-size-chart" class="w-full h-64"></div>
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</div>
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<div class="glass-card p-6 bento-item-3 space-y-4">
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<h3 class="text-xl font-semibold text-slate-100">预期差分析</h3>
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<ul class="space-y-3 text-slate-300">
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<li class="flex items-start">
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<span class="text-sky-400 mr-3 font-bold text-lg">01</span>
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<div><strong class="text-slate-100">瓶颈认知差:</strong> 市场关注设计，但产业核心痛点在于<strong class="text-pink-400">工艺与封装</strong>。具备先进封装/测试能力的公司更具稀缺性。</div>
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</li>
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<li class="flex items-start">
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<span class="text-sky-400 mr-3 font-bold text-lg">02</span>
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<div><strong class="text-slate-100">时间节奏差:</strong> CPO是远期愿景 (约2027年)，当前主战场是<strong class="text-indigo-400">可插拔硅光模块</strong>的放量确定性。</div>
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</li>
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<li class="flex items-start">
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<span class="text-sky-400 mr-3 font-bold text-lg">03</span>
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<div><strong class="text-slate-100">上游依赖差:</strong> <strong class="text-pink-400">CW光源</strong>是产业链关键制约因素，其国产化进度决定产业自主可控程度，战略价值可能被低估。</div>
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</li>
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</ul>
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</div>
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<div class="glass-card p-6 bento-item-4">
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<h3 class="text-xl font-semibold text-slate-100">风险与挑战</h3>
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<div class="grid md:grid-cols-2 lg:grid-cols-4 gap-4 mt-4 text-sm">
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<div class="p-4 bg-slate-800/50 rounded-lg border border-white/10">
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<h4 class="font-semibold text-pink-400">技术风险</h4>
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<p class="text-slate-300 mt-1">封装良率瓶颈、CPO热管理挑战、片上光源技术难度高。</p>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-lg border border-white/10">
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<h4 class="font-semibold text-yellow-400">商业化风险</h4>
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<p class="text-slate-300 mt-1">缺乏统一标准增加协作成本，LPO等替代方案构成一定分流。</p>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-lg border border-white/10">
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<h4 class="font-semibold text-orange-400">政策与竞争风险</h4>
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<p class="text-slate-300 mt-1">中美贸易摩擦影响供应链，行业竞争加剧可能侵蚀利润。</p>
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</div>
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<div class="p-4 bg-slate-800/50 rounded-lg border border-white/10">
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<h4 class="font-semibold text-indigo-400">产业链风险</h4>
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<p class="text-slate-300 mt-1">国内产业链呈“长短腿”状态，整体生态薄弱可能带来系统性风险。</p>
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</div>
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</div>
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</div>
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</div>
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</section>
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<!-- Industry Chain & Investment Logic -->
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||
<section class="glass-card p-6 md:p-8 transition-all duration-1000 ease-out delay-700" :class="loaded ? 'opacity-100 translate-y-0' : 'opacity-0 translate-y-10'">
|
||
<h2 class="text-2xl font-bold mb-6 text-sky-300">3. 产业链图谱与投资启示</h2>
|
||
<div class="grid lg:grid-cols-3 gap-8">
|
||
<!-- Industry Chain Map -->
|
||
<div class="lg:col-span-1 space-y-4">
|
||
<h3 class="text-xl font-semibold text-slate-100">产业链核心环节</h3>
|
||
<div class="space-y-2">
|
||
<div class="p-3 rounded-lg bg-indigo-500/10 border border-indigo-500/30">
|
||
<h4 class="font-bold text-indigo-300">上游：核心价值</h4>
|
||
<p class="text-sm text-slate-300">芯片设计/代工、CW光源、无源器件、EDA、封装测试设备。</p>
|
||
</div>
|
||
<div class="text-center">↓</div>
|
||
<div class="p-3 rounded-lg bg-sky-500/10 border border-sky-500/30">
|
||
<h4 class="font-bold text-sky-300">中游：技术集成</h4>
|
||
<p class="text-sm text-slate-300">硅光模块与光引擎制造。</p>
|
||
</div>
|
||
<div class="text-center">↓</div>
|
||
<div class="p-3 rounded-lg bg-pink-500/10 border border-pink-500/30">
|
||
<h4 class="font-bold text-pink-300">下游：需求来源</h4>
|
||
<p class="text-sm text-slate-300">数据中心、电信设备商、AI算力提供商。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<!-- Investment Logic -->
|
||
<div class="lg:col-span-2 space-y-4">
|
||
<h3 class="text-xl font-semibold text-slate-100">综合结论与投资启示</h3>
|
||
<p class="text-slate-300 leading-relaxed">硅光技术已明确进入<strong class="text-sky-400">基本面驱动阶段</strong>，AI算力需求真实且庞大。当前市场呈现出<strong class="text-indigo-400">基本面与主题炒作共存</strong>的特征，股价可能部分透支了对CPO/OIO等远期技术的预期。</p>
|
||
|
||
<div class="pt-4">
|
||
<h4 class="font-semibold text-slate-200 mb-2">最具投资价值的细分环节：</h4>
|
||
<div class="space-y-3">
|
||
<div class="p-4 rounded-lg bg-slate-800/50 border border-white/10">
|
||
<strong class="text-pink-400">1. 上游瓶颈环节 (确定性最高，弹性最大)</strong>
|
||
<ul class="list-disc list-inside mt-2 text-slate-300 text-sm space-y-1">
|
||
<li><strong>CW光源:</strong> 产业链“咽喉”，国产龙头具备稀缺性和高壁垒。</li>
|
||
<li><strong>先进封装 & 测试:</strong> 对应产业核心痛点，设备和无源器件需求刚性增长。</li>
|
||
</ul>
|
||
</div>
|
||
<div class="p-4 rounded-lg bg-slate-800/50 border border-white/10">
|
||
<strong class="text-sky-400">2. 具备垂直整合能力的模块龙头</strong>
|
||
<p class="text-slate-300 mt-1 text-sm">能够自研硅光芯片的模块厂商，有望通过技术内化获得持续的成本优势和更高利润率。</p>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</section>
|
||
|
||
<!-- Stock Table -->
|
||
<section class="glass-card p-6 md:p-8 transition-all duration-1000 ease-out delay-[900ms]" :class="loaded ? 'opacity-100 translate-y-0' : 'opacity-0 translate-y-10'">
|
||
<h2 class="text-2xl font-bold mb-6 text-sky-300">4. 相关概念股梳理</h2>
|
||
<div class="overflow-x-auto">
|
||
<table class="table table-custom w-full">
|
||
<thead>
|
||
<tr>
|
||
<th>股票名称</th>
|
||
<th>股票代码</th>
|
||
<th>核心逻辑</th>
|
||
<th>细分领域</th>
|
||
</tr>
|
||
</thead>
|
||
<tbody>
|
||
<!-- 硅光模块 -->
|
||
<tr><td colspan="4" class="font-bold text-base text-sky-300 bg-slate-800/30">硅光模块</td></tr>
|
||
<tr>
|
||
<td>中际旭创</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300308" target="_blank">300308</a></td>
|
||
<td>800G硅光模块已推出，全球光模块龙头，具备自研硅光调制器能力。</td>
|
||
<td>硅光模块</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华工科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000988" target="_blank">000988</a></td>
|
||
<td>800G硅光模块已推出，自研单波200G硅光芯片，垂直整合能力强。</td>
|
||
<td>硅光模块</td>
|
||
</tr>
|
||
<tr>
|
||
<td>剑桥科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=603083" target="_blank">603083</a></td>
|
||
<td>800G硅光模块已生产。</td>
|
||
<td>硅光模块</td>
|
||
</tr>
|
||
<tr>
|
||
<td>铭普光磁</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=002902" target="_blank">002902</a></td>
|
||
<td>800G硅光模块已发布。</td>
|
||
<td>硅光模块</td>
|
||
</tr>
|
||
<tr>
|
||
<td>华西股份</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000936" target="_blank">000936</a></td>
|
||
<td>800G硅光模块处测试阶段。</td>
|
||
<td>硅光模块</td>
|
||
</tr>
|
||
<tr>
|
||
<td>博创科技</td>
|
||
<td>-</td>
|
||
<td>800G硅光模块开发中, 400G硅光模块已量产。</td>
|
||
<td>硅光模块</td>
|
||
</tr>
|
||
<tr>
|
||
<td>致尚科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=301486" target="_blank">301486</a></td>
|
||
<td>子公司有相关硅光技术。</td>
|
||
<td>硅光模块</td>
|
||
</tr>
|
||
<!-- 硅光光源 -->
|
||
<tr><td colspan="4" class="font-bold text-base text-pink-300 bg-slate-800/30">硅光光源 (CW光源)</td></tr>
|
||
<tr>
|
||
<td>源杰科技</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688498" target="_blank">688498</a></td>
|
||
<td>国内CW光源龙头，产品通过中际旭创认证，直接受益于硅光方案渗透。</td>
|
||
<td>硅光光源</td>
|
||
</tr>
|
||
<tr>
|
||
<td>仕佳光子</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=688313" target="_blank">688313</a></td>
|
||
<td>开始布局CW光源，送样验证顺利，突破头部客户。</td>
|
||
<td>硅光光源</td>
|
||
</tr>
|
||
<!-- 硅光引擎 -->
|
||
<tr><td colspan="4" class="font-bold text-base text-indigo-300 bg-slate-800/30">硅光引擎及器件</td></tr>
|
||
<tr>
|
||
<td>天孚通信</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300394" target="_blank">300394</a></td>
|
||
<td>集成高速光引擎送样测试，为CPO和高速光模块提供核心无源器件。</td>
|
||
<td>硅光引擎</td>
|
||
</tr>
|
||
<tr>
|
||
<td>四川九洲</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000801" target="_blank">000801</a></td>
|
||
<td>推出400G DR4高速硅光引擎。</td>
|
||
<td>硅光引擎</td>
|
||
</tr>
|
||
<!-- 硅光设备与代工 -->
|
||
<tr><td colspan="4" class="font-bold text-base text-yellow-300 bg-slate-800/30">硅光设备与代工</td></tr>
|
||
<tr>
|
||
<td>罗博特科</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300757" target="_blank">300757</a></td>
|
||
<td>参股公司ficonTEC为全球硅光设备龙头，市占率第一。</td>
|
||
<td>硅光设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td>四川九洲</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=000801" target="_blank">000801</a></td>
|
||
<td>子公司有COB共晶焊接设备，用于封装环节。</td>
|
||
<td>硅光设备</td>
|
||
</tr>
|
||
<tr>
|
||
<td>赛微电子</td>
|
||
<td><a href="https://valuefrontier.cn/company?scode=300456" target="_blank">300456</a></td>
|
||
<td>硅光芯片代工领先企业。</td>
|
||
<td>硅光代工</td>
|
||
</tr>
|
||
</tbody>
|
||
</table>
|
||
</div>
|
||
</section>
|
||
</main>
|
||
</div>
|
||
|
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|
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