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NPO

22 atoms · 跨 7 天 · 首见 2026-06-04 · 最近 2026-06-15

三色: 🟦 fact 11 · 🟥 take 11 · stance ▲3/▼2/◆3

来源: X 22

时态: fresh:22

标签: 好观点:14 · 好思考:9 · 好数字:1 · 好信源:1

叙事 (narrative) (10)

2026-06-12 · 过渡方案适用性
NPO near-packaged optics serves as short-term transitional solution... NPO only needs to handle alignment for a single optical engine greatly reducing complexity. It is suitable as a bridging technology before CPO matures
tags: 好观点·好思考 · → daily
2026-06-09 · 如果 NPO 可行，则 CPO 问题在于晶圆键合与封装
But if NPO works then its a wafer bonding and package issue for CPO?
tags: 好思考 · → daily
2026-06-15 · 被头部云厂商采纳
NPO作为下一代光连接方案正在被头部云厂商采纳
tags: 好思考 · → daily
2026-06-10 · 与CPO的主要区别在于PIC/EIC组装位置
The main thing that changes from CPO is where PIC/EIC assembly is located - whether on ASIC substrate (CPO) or off-ASIC substrate (NPO).
tags: 好思考 · → daily
2026-06-10 · 需要比CPO更多的DSP逻辑
NPO needs more DSP logic (which could be absorbed in ASIC) than CPO, as it needs more correction of disturbance caused by long connection?
tags: 好思考 · → daily
2026-06-10 · 从CPO到NPO是用封装复杂度换取封装简单性但能耗更高
In going from CPO to NPO, you basically you are trading packaging complexity of CPO for packaging simplicity of NPO at higher energy expenditure.
tags: 好思考 · → daily
2026-06-09 · 加速推进
NPO potentially accelerating
tags: 好信源 · → daily
2026-06-07 · 比CPO更实际
Yeah npo more practical than cpo
tags: 好观点 · → daily
2026-06-08 · 不可组合性
NPO takes away compsability in the sense you can not combine solutions from different vendors easily
tags: 好观点 · → daily
value: direction=true
2026-06-04 · 技术门槛比光模块低
NPO的技术门槛确实比光模块低
tags: 好观点 · → daily

反驳 (refute) (1)

2026-06-08 · 不需要DSP
NPO doesn't need a dedicated DSP. It's driven by the Serdes although the losses are higher than for CPO
tags: 好观点 · → daily
value: direction=false

预测 (forecast) (1)

2026-06-07 · adopt first by Google and transition expected next generation
Yeah NPO is deff first and I'd expect transition happens next generation
tags: 好思考 · → daily

事实 (fact) (10)

2026-06-10 · 与CPO的组件需求对比
Laser, FAU, PIC/EIC all still needed
tags: 好观点·好思考 · → daily
value: direction=相同
2026-06-10 · 相比CPO的DSP逻辑需求
NPO needs more DSP logic (which could be absorbed in ASIC) than CPO, as it needs more correction of disturbance caused by long connection
tags: 好观点·好思考 · → daily
value: direction=更多
2026-06-08 · 能耗
NPO consumes more than the double the power of CPO
tags: 好数字 · → daily
value: qty=>10 pJ/bit · direction=high
2026-06-10 · 需要激光源
NPO does require: Laser source
tags: 好观点 · → daily
2026-06-10 · 需要FAU
NPO does require: FAU
tags: 好观点 · → daily
2026-06-10 · 需要PIC/EIC
NPO does require: PIC/EIC all just like CPO!!!!
tags: 好观点 · → daily
2026-06-10 · 激光源强度需求
NPO works on lower intensity laser source which are cheaper
tags: 好观点 · → daily
2026-06-10 · 激光源强度需求对比CPO
NPO needs nearly as strong lazer as CPO
tags: 好观点 · → daily
2026-06-10 · 设计使用ELS激光源
Many NPO designs use ELS similar to CPO, even when they could use on / near PIC laser
tags: 好观点 · → daily
2026-06-08 · 需要DSP
NPO does need a DSP (expensive)
tags: 好观点 · → daily
value: direction=true

时间轴 (近 20)

2026-06-15 · narrative · 被头部云厂商采纳 · → daily
2026-06-12 · narrative · 过渡方案适用性 · → daily
2026-06-10 · fact · 与CPO的组件需求对比 · → daily
2026-06-10 · fact · 相比CPO的DSP逻辑需求 · → daily
2026-06-10 · fact · 需要激光源 · → daily
2026-06-10 · fact · 需要FAU · → daily
2026-06-10 · fact · 需要PIC/EIC · → daily
2026-06-10 · narrative · 与CPO的主要区别在于PIC/EIC组装位置 · → daily
2026-06-10 · narrative · 需要比CPO更多的DSP逻辑 · → daily
2026-06-10 · narrative · 从CPO到NPO是用封装复杂度换取封装简单性但能耗更高 · → daily
2026-06-10 · fact · 激光源强度需求 · → daily
2026-06-10 · fact · 激光源强度需求对比CPO · → daily
2026-06-10 · fact · 设计使用ELS激光源 · → daily
2026-06-09 · narrative · 加速推进 · → daily
2026-06-09 · narrative · 如果 NPO 可行，则 CPO 问题在于晶圆键合与封装 · → daily
2026-06-08 · fact · 能耗 · → daily
2026-06-08 · fact · 需要DSP · → daily
2026-06-08 · refute · 不需要DSP · → daily
2026-06-08 · narrative · 不可组合性 · → daily
2026-06-07 · narrative · 比CPO更实际 · → daily

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