中文翻译
从我看到的情况来看，那是不同类型的激光。给 Ayar 用的更贵，因为 AI 数据中心要求更高，比如还要做光纤对准，所以成本也更高。 Apple 这边只需要推到大约 100mw 的组合功率，相比 AI 光子数据中心要简单得多，而且他们还能压缩激光尺寸。 另外，因为限制更宽松，晶圆良率也应该更高。 以 Apple 的规模来看，单位经济性也便宜得多。
· 供应链分析
Ayar 的激光更贵
英文原文
From what I’ve seen, it’s different lasers, ones for Ayar are more expensive since AI DCs have higher requirements, eg. there’s also fiber alignment involved, which hikes the cost. Apple should only push out 100 mw combined, compared to AI photonic DCs, and they can compress laser size. Also wafer yields should be higher since looser restrictions compared to AI DCs. Cost at Apple scale is also much much cheaper in terms of unit economics.