中文翻译
@whatdahellson 情况略有不同，鉴于三星电机/SKC Absolics 等行业光组件(GCS)的延迟，$LPK 的收入可能已被推迟。 $SIVE 是 $JBL 1.6T 长距光学(LRO)、Ayar 共封装光学(CPO)及其他厂商的激光器供应商。 1.6T/CPO 并没有出现可信的延迟，只是在等待资格认证完成以便批量合同下达。这些架构将在 2027-2028 年落地。
· 供应链分析
LPK因GCS延迟推迟，SIVE供应1.6T/CPO激光器，架构预计27-28年落地。
相关概念： CPO 共封装光学
英文原文
@whatdahellson It's slightly different since $LPK revenue has likely been delayed given industry GCS delays with Samsung Electro-mechanics/SKC Absolics $SIVE is the laser supplier to $JBL 1.6T LRO, Ayar for CPO, and others. There's been no credible delays to 1.6T/CPO, it's just waiting for their qualifications to finish before volume contracts flow. Those architectures are 2027-2028.