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The research report from CITIC Securities points out that copper interconnection technology is approaching its physical limits, and the trend of replacing copper with optical fiber in Scale-up architecture is becoming evident. NPO and CPO technologies are driving the revaluation of passive components. In terms of usage, FAU and optical engines are paired 1:1, increasing with the growth in Scale-up demand. In terms of price, the high channel count, craftsmanship, fiber optics, and pluggable features have led to an increase in the price of FAUs in NPO/CPO. Domestic passive component manufacturers have secured overseas major clients through foundry services or partnerships. The core competitiveness of FAUs lies in high-precision manufacturing and scalable production capabilities.
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