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Aug 2 at 02:16 AM
CMB International: CPO
> CPO Market Growth: Co-packaged optics (CPO) are projected to experience rapid expansion with a 219% revenue CAGR over 2025–30E, including 300%/350% YoY growth in 2026E/27E, driven primarily by early adopters.> Pluggable Optical Modules: Traditional pluggables will continue steady volume and technology growth, posting a 30% CAGR over 2025–30E alongside 58%/33% YoY growth in 2026E/27E.> Market Dynamics & Roles: CPO is not an immediate replacement for pluggables. Pluggables remain the near-term volume engine, while CPO/NPO act as faster-growing extensions addressing escalating AI network power, density, and copper-reach constraints.$Lumentum(LITE.US) $Coherent Corp.(COHR.US) $Applied Optoelectronics(AAOI.US) $Marvell Tech(MRVL.US) $Broadcom(AVGO.US)
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