NPO Optical Volume Will Extend Until End of Decade, Analysts Say
TL;DR. Near-packaged optics (NPO) gains ground as the industry hedges against co-packaged optics (CPO) growing pains. - NPO architecture offers interim solution for transitioning from pluggable transceivers to true CPO. - Advantages of NPO include field-replaceable modules and simpler assembly than CPO. - SemiAnalysis predicted extended CPO deployment timelines, boosting NPO's market position.
- Near-packaged optics (NPO) is becoming an interim solution for advanced data center networking.
- NPO addresses challenges like field serviceability and assembly complexity found in co-packaged optics (CPO).
- SemiAnalysis's revised timeline for CPO adoption favors NPO for broader implementation until at least 2030.
- Broadcom demonstrated NPO products, and a consortium is developing NPO common socket standards.