According to TrendForce Jibang Consulting's latest optical communication industry research, as Nvidia continues to ship next-generation Spectrum-X CPO switches to some of its partners and Broadcom's 51.2T Bailly CPO switches, it symbolizes that co-packaged optics have officially entered the mass production stage. However, the supply capacity of core components such as optical engines, silicon photonic chips, and advanced packaging will be a key factor affecting the rate of expansion of CPO switch production.

Zhitongcaijing · 2d ago
According to TrendForce Jibang Consulting's latest optical communication industry research, as Nvidia continues to ship next-generation Spectrum-X CPO switches to some of its partners and Broadcom's 51.2T Bailly CPO switches, it symbolizes that co-packaged optics have officially entered the mass production stage. However, the supply capacity of core components such as optical engines, silicon photonic chips, and advanced packaging will be a key factor affecting the rate of expansion of CPO switch production.