CPO Landscape Mirae Analyst Note:
Scale-Across:CPO ASIC: $Broadcom(AVGO.US), $Marvell Tech(MRVL.US)Optical Transceiver: $Coherent Corp.(COHR.US), $Lumentum(LITE.US), InnolightDSP/PAM4: $Broadcom(AVGO.US), $Marvell Tech(MRVL.US)Coherent DCI: $Ciena(CIEN.US), $Nokia(NOK.US)OCS Equipment: iPronics, PolatisOptical Cable / Fiber: $Corning(GLW.US), Prysmian, FurukawaHCF: $Lumentum(LITE.US), OFSDCI Coherent: Ciena, Nokia, HuaweiOptical Amplifier: $Lumentum(LITE.US), $Coherent Corp.(COHR.US)OCS Gateway: KDDIScale-Up:SiPh Foundry: imec, $GlobalFoundries(GFS.US), $Taiwan Semiconductor(TSM.US)SiPh Modulator: $NVIDIA(NVDA.US) (in-house MRM), $Intel(INTC.US)ELS: NTT, Furukawa, $Lumentum(LITE.US), $Coherent Corp.(COHR.US)THz Interconnect: R&D Stage?CPO Test: "Expanding entry of new players"Micro Lens / Optical Systems: "Expanding entry of new players"TLDR: Scale Up CPO is coming next. Think the analyst note missed a bunch of upstream names and conflated ELS with light source. But it's helpful to see who they think the leading players are as a very high-level view.Source: Serenity
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