- Raws li lub teeb dim ntawm PACIFICO Yokohama, cov lus los ntawm OPIE 2026 yog qhov tsis muaj tseeb: kev sib tw AI caj npab yog thawb dhau ntawm cov khoom siv kho qhov muag, tam sim no tau nce mus tob rau hauv pem hauv ntej - kawg ntawm cov khoom siv. Xyoo no yog qhov loj tshaj plaws ntawm cov ntaub ntawv, nthuav tawm yim qhov tshwj xeeb nthuav tawm los ntawm laser technology rau quantum innovation, thiab kos duab kwv yees li 520 tus neeg tuaj koom los ntawm 15 lub teb chaws thiab cheeb tsam nrog rau 18,000 tus neeg tuaj xyuas los ntawm 32 lub teb chaws thiab cheeb tsam. Nyiv suav txog kwv yees li 15% ntawm lub ntiaj teb photonics lag luam, thaum lub dav Asia -Pacific cheeb tsam tuav ib qho tseem ceeb 64% feem, ua OPIE lub qhov rais tseem ceeb rau Asia txoj kev siv tshuab optoelectronic.
- Bringing together product demonstrations and industry exchanges, one dominant narrative emerged: the commercial arrival of 1.6T/3.2T speeds, the parallel evolution of CPO, NPO, and LPO advanced packaging, and the widespread adoption of MPO/MTP high-density interconnects are forming the physical layer's "core triangle" for optical communications. Txawm hais tias daim duab peb sab no tuav ruaj khov thaum kawg yog nyob ntawm lub hauv paus tob dua - kev ywj pheej ntawm kev tswj hwm cov khoom siv qib siab thiab kev tsim khoom.
Ceev Leap: 1.6T / 3.2T Tuaj Txog Ua 400G ib txoj kab tus tshiab Benchmark
Tsiv ntawm qhov ntim ntawm 800G mus rau 1.6T, thiab nrog 3.2T qauv nquag nthuav tawm ntawm qhov kev tshwm sim, optical module speeds tau nce mus rau qhov nrawm dua Moore txoj cai. Kev hloov ntawm 200G mus rau 400G ib txoj kab yog tso cov kev xav tau cuam tshuam rau pem hauv ntej-kawg cov khoom siv tsis zoo.
In the Optical Communication & Applications Expo zone at OPIE 2026, technical displays from multiple vendors indicated that MPO/MTP connectors, fiber arrays (FA), and ceramic ferrules designed for next-generation modules must now meet strict metrics: insertion loss below 0.3 dB, return loss above 60 dB, and multi-fiber alignment accuracy under 0.5 µm. Fraunhofer HHI presented a >100 GHz Mach-Zehnder modulator ua rau nws nyias- zaj duab xis lithium niobate (TFLN) photonic integrated circuit platform, spanning ib wavelength ntau yam ntawm 450 nm mus rau 4500 nm, thiab qhia tau hais tias ib txwm TFLN multi- project { wafer yuav muaj sai sai (MPW) ntau lawm kev npaj.
Qhov no qhia tau li cas yog kev txhim kho kev lag luam cheb rau pem hauv ntej- cov khoom kawg: los ntawm tsuas yog "functional" mus rau qhov tseeb "siab-precision." Qhov chaw tsim khoom tau raug tsa ua ke.
Ntim Revolution: CPO, NPO, thiab LPO Tsav Cheebtsam mus rau Miniaturization thiab ze -Chip Integration
Cov tsoos pluggable optics tsis yog ib qho kev tsom mus ntxiv lawm. Nyob rau hauv pem teb ua yeeb yam, CPO (co-pob optics), NPO (ze - ntim optics), thiab LPO (linear-tsav pluggable optics) sib tw ntawm ib sab, nrog kev pom zoo ntawm kev lag luam taw tes rau ib lub hom phiaj - txav lub tshuab kho qhov muag kom ze rau qhov hloov pauv tau.
2026 yog dav suav hais tias yog lub xyoo CPO txav los ntawm lub chaw kuaj mob mus rau loj - kev lag luam xa tawm. Qhov kev sib tw no ua rau pem hauv ntej- kawg cov khoom siv - fiber ntau arrays, MT ferrules, polarization- tuav cov khoom sib dhos - ib txhij ua kom tiav miniaturization thiab nti - qib compatibility. Lawv tsis tau yuav los ua ib qho khoom ntiag tug ntxiv lawm; Hloov chaw, lawv tau dhau los ua cov khoom sib xyaw ua ke hauv silicon photonic lossis CPO systems, koom nrog kev tsim qauv. Ntau qhov kev ua qauv qhia ntawm OPIE tau qhia tias pem hauv ntej- cov neeg muag khoom kawg uas muaj peev xwm xa tau siab- qhov tseeb, me- daim ntawv - cov kev daws teeb meem kho qhov muag yuav yog thawj zaug kom tau txais kev nkag mus rau tiam tom ntej ntawm kev sib txuas ntawm optical.
Siab-Qhov Kev Sib Txuas Qhov Ncauj: Ntau-Fiber MPO/MTP Tackles "Fiber Explosion" hauv AI Data Centers
Hauv AI cov ntaub ntawv chaw zov me nyuam, GPU loj heev-rau-GPU kev sib txuas yog ua kom muaj kev loj hlob ntawm fiber ntau. Ntawm OPIE 2026, 16- thiab 32-fiber MPO/MTP connectors, multi-core fibers, thiab txuam high-density breakout cables tau los ua tus qauv hauv tsev thaiv, nce kev sib txuas ceev los ntawm 3 mus rau 5 zaug piv rau cov kev daws teeb meem LC.
Cov ntaub ntawv kev lag luam tau lees paub qhov sib txawv: lub ntiaj teb MPO / MTP cable sib dhos ua lag luam tau kwv yees los ntawm $ 2.95 nphom hauv 2025 txog $ 3.38 nphom hauv 2026 - 14.5% CAGR - nce mus txog $ 5.75 billion los ntawm 2030. Meanwhile, lub pre{{8}3.5} kev lag luam yuav nce li ntawm $ 1 billion hnub no 2033, nrog MPO / MTP siab - qhov sib txuas ceev thiab cov qauv tsim qauv ua qhov tseem ceeb. Cov neeg khiav dej num hauv chaw zov me nyuam nyiam ntxiv cov ntsaws- thiab- ua si cov kev daws teeb meem los txhawb kev ntsuas nrawm, ua kom yooj yim txij nkawm, thiab txo lub sijhawm poob hauv lub network.
Txawm li cas los xij, kev ceev ceev coj ntau dua li qhov kev nyuaj ntawm lub cev. Polarity alignment, multi-fiber uniformity, kawg-lub ntsej muag zoo, thiab batch-rau-batch stability tau dhau los ua qhov tseem ceeb ntawm kev sib ntaus sib tua sib cais ua tus neeg muag khoom ntawm tus so.
Advanced Fiber & Material Upgrades: Hollow-Core, PM, thiab Khoov-Insensitive Fibers Form New Growth Lanes
Hollow-core fiber (HCF), nrog rau nws ultra- qis latency thiab dispersion, tab tom tsiv los ntawm lub chaw kuaj mob mus rau thaum ntxov ua lag luam xa mus thiab ua ntej - kawm rau CPO nyob ze - nti interconnects thiab supercomputing pawg. Thaum ntxov 2026, AWS tau ua tiav HCF los txuas 10 ntawm nws cov ntaub ntawv tseem ceeb, thaum Microsoft, Google, thiab Meta tseem ua lag luam loj heev. Lub ntiaj teb HCF kev lag luam yuav tsum nce los ntawm $ 1.23 nphom hauv 2025 txog $ 1.43 nphom hauv 2026, thiab ntxiv mus rau $ 2.6 billion los ntawm 2030, ntawm CAGR ntawm kwv yees li 16%.
Demand for polarization-maintaining fiber (PM Panda & Bow-tie) is climbing in 6G communications, quantum key distribution, and LiDAR. High-end PM fiber (PER >30 dB) tseem muab khoom- txwv tsis pub, nrog cov neeg ua si zoo li Nyij Pooj Granopt ua tus thawj tswj hwm qib siab - ua rau siab - ntu ntu uas tseem muaj feem cuam tshuam rau kev muab cov saw fwj.
Supply Chain Front-End Barriers: Material Bottlenecks Tsav Kev Sib Koom Hauv Zos thiab Kev Sib Koom Tes
Thoob plaws hauv kev sib tham ntawm OPIE 2026, ib qho kev txhawj xeeb tau hais ntau zaus: kev ruaj ntseg ntawm cov khoom siv siab heev. Siv WDM cov ntxaij lim dej - ib qho tseem ceeb: ib qho 800G FR8 lossis 2FR4 transceiver yuav tsum muaj 16 cov ntxaij lim dej rau kev xa tawm thiab tau txais kev sib koom ua ke, thiab 1.6T module ua ob npaug rau tus lej ntawd. Cov khoom siv txheej txheej yog feem ntau monopolized los ntawm cov neeg muag khoom txawv teb chaws, ua rau lub sij hawm ua cov hmoov lead ntev thiab kev txhim kho cov txiaj ntsig qeeb - ib qho khoom siv - thov tsis sib haum xeeb uas tsis zoo yuav daws sai sai. Siab-kawg ceramic ferrules kuj tuaj feem ntau los ntawm cov neeg muag khoom hauv Nyij Pooj, nrog lub sij hawm xa khoom ntev tshaj li 8-12 lub lis piam thiab txhawb nqa tus nqi siab.
Hauv kev teb, kev sib koom ua ke ntsug (los ntawm fiber ntau rau ferrules, connectors, arrays, thiab passive assemblies), dual -cov tswv yim backup, thiab ceev ceev kev cai prototyping (7-10 hnub) yog tshwm sim raws li qhov sib txawv tseem ceeb. Cov neeg tuaj koom ua lag luam tsom mus rau Nyij Pooj qhov zoo- ua lag luam tau hais txog kev nthuav dav hauv cheeb tsam ntawm kev xa khoom thiab kev muaj peev xwm los txo kev pheej hmoo thiab kev xa khoom nyab xeeb.
Optico's Perspective
Optico suav nrog OPIE 2026 raws li daim iav tuav mus rau pem hauv ntej -kawg ntawm cov saw hlau. Qhov ceev, ntim, thiab qhov sib txawv ntawm cov khoom pom tau lees paub peb qhov ntev - tuav saib: kev sib tw hauv kev sib txuas lus kho qhov muag tau hloov pauv los ntawm module- theem kev tsim kho tshiab mus rau cov khoom siv thiab qib tsim khoom. Thaum tsis muaj qhov tsis zoo xws li kev poob qis, rov qab poob, thiab qhov tseeb ntawm kev sib dhos ua qhov pib nkag, thiab thaum lub sijhawm xa khoom rau PM fiber ntau thiab ceramic ferrules pib cuam tshuam rau lub sijhawm ua haujlwm, qhov tseeb moat tsis muaj peev xwm sib dhos yooj yim dua - nws yog kev txawj ntse hauv cov khoom siv thiab cov txheej txheem tswj.
Optico lub tswv yim tseem pom tseeb: peb tsis yog cov neeg sawv cev rau cov qauv no, tab sis cov neeg koom ua ke ntawm cov khoom xa tawm pem hauv ntej- kawg. Los ntawm fiber ntau mus rau ferrules, los ntawm connectors mus rau fiber ntau arrays, peb tab tom tsim ib tug resilient mov network los ntawm ntsug sib koom tes thiab dual-sourcing. Peb txuas ntxiv mus nqis peev hauv kev tshuaj xyuas thiab kev sib dhos ua kom zoo kom txhua MPO / MTP txuas thiab txhua qhov fiber ntau peb nkoj ua tau raws li qhov sub-micron precision xav tau los ntawm 1.6T era. When AI data centers crave denser, more reliable physical-layer connections, what Optico delivers is no longer just components - it is a commitment backed by material independence and manufacturing excellence.