{"id":2574,"date":"2026-04-14T15:16:45","date_gmt":"2026-04-14T15:16:45","guid":{"rendered":"https:\/\/tetsu811.com\/?p=2574"},"modified":"2026-04-14T15:34:18","modified_gmt":"2026-04-14T15:34:18","slug":"photonic-ic-lite","status":"publish","type":"post","link":"https:\/\/tetsu811.com\/ja\/photonic-ic-lite\/","title":{"rendered":"Lumentum \u6df1\u5ea6\u89e3\u6790 \u2014 InP \u96f7\u5c04\u8207 800G\/1.6T \u6a21\u7d44\u9f8d\u982d"},"content":{"rendered":"<style>:root{--bg:#0b0d12;--bg-2:#141720;--card:#1a1d28;--border:#2a2d3a;--accent:#6c5ce7;--accent-2:#00d4ff;--green:#00cec9;--red:#ff6b6b;--yellow:#feca57;--orange:#ff9f43;--text:#e4e6eb;--muted:#8b8fa3}*{margin:0;padding:0;box-sizing:border-box}body{font-family:-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang TC',sans-serif;background:linear-gradient(180deg,var(--bg) 0%,var(--bg-2) 100%);color:var(--text);line-height:1.75;padding:2rem 1rem}.container{max-width:1000px;margin:0 auto}nav.breadcrumb{font-size:.85rem;color:var(--muted);margin-bottom:1rem}nav.breadcrumb a{color:var(--accent-2);text-decoration:none}h1{font-size:2.2rem;margin-bottom:.3rem;background:linear-gradient(135deg,var(--accent-2),var(--accent),#ff6b9d);-webkit-background-clip:text;-webkit-text-fill-color:transparent;font-weight:800;line-height:1.2}.ticker-badge{display:inline-block;font-family:'SF Mono',monospace;font-size:.95rem;color:var(--accent-2);background:rgba(0,212,255,.1);padding:.2rem .6rem;border-radius:6px;margin-left:.5rem;vertical-align:middle}.subtitle{color:var(--muted);font-size:1rem;margin-bottom:2rem}.disclaimer{background:rgba(255,107,107,.08);border-left:3px solid var(--red);padding:.8rem 1rem;border-radius:0 8px 8px 0;margin-bottom:2rem;font-size:.85rem;color:#ffb4b4}article,section{background:var(--card);border:1px solid var(--border);border-radius:14px;padding:1.8rem;margin-bottom:1.5rem}h2{font-size:1.4rem;margin-bottom:1rem;color:var(--accent-2);border-bottom:1px 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var(--border)}th{color:var(--muted);font-weight:600;font-size:.78rem;text-transform:uppercase;letter-spacing:.5px;background:rgba(255,255,255,.02)}.bull-bear{display:grid;grid-template-columns:1fr 1fr;gap:1rem;margin:1rem 0}@media(max-width:700px){.bull-bear{grid-template-columns:1fr}}.bull,.bear{padding:1rem;border-radius:8px}.bull{background:rgba(0,206,201,.06);border-left:3px solid var(--green)}.bear{background:rgba(255,107,107,.06);border-left:3px solid var(--red)}.bull h4{color:var(--green)}.bear h4{color:var(--red)}.related-articles{display:grid;grid-template-columns:repeat(auto-fit,minmax(220px,1fr));gap:.8rem}.related-articles a{display:block;padding:.8rem 1rem;background:rgba(255,255,255,.03);border:1px solid var(--border);border-radius:8px;color:var(--text);text-decoration:none;font-size:.9rem;transition:all .2s}.related-articles a:hover{border-color:var(--accent);color:var(--accent-2)}.footer{text-align:center;color:var(--muted);font-size:.75rem;margin-top:2rem;padding-top:1.5rem;border-top:1px solid var(--border)}body{background:var(--bg)!important}\n.container{background:var(--bg);padding:2rem;border-radius:14px}\n.entry-content{background:var(--bg)!important}\n<\/style>\n<div class=\"container\">\n<nav class=\"breadcrumb\"><a href=\"\/ja\/photonic-ic-industry-2026\/\">\u5149\u5b50 IC \u7522\u696d\u7e3d\u89bd<\/a> &rsaquo; Lumentum<\/nav>\n<h1>Lumentum<span class=\"ticker-badge\">NASDAQ: LITE<\/span><\/h1>\n<p class=\"subtitle\">InP \u96f7\u5c04\u8207\u9ad8\u901f\u5149\u6a21\u7d44\u9f8d\u982d \u00b7 \u7522\u696d\u4f4d\u7f6e\uff1aStage 3-4 \u5143\u4ef6\u8207\u6a21\u7d44<\/p>\n<div class=\"disclaimer\"><strong>\u514d\u8cac\u8072\u660e\uff1a<\/strong>\u672c\u6587\u50c5\u4f9b\u7814\u7a76\u53c3\u8003\uff0c\u4e0d\u69cb\u6210\u6295\u8cc7\u5efa\u8b70\u3002<\/div>\n<article>\n<h2>\u516c\u53f8\u6982\u89c0<\/h2>\n<p>Lumentum \u7e3d\u90e8\u4f4d\u65bc\u7f8e\u570b\u52a0\u5dde\uff0c\u6e90\u81ea JDSU \u62c6\u5206\uff0c\u662f\u5168\u7403 InP \u96f7\u5c04\u8207\u5149\u901a\u8a0a\u6a21\u7d44\u9818\u5c0e\u5ee0\u5546\u3002\u5782\u76f4\u6574\u5408\u5f9e InP \u78ca\u6676\u3001\u6676\u7247\u8a2d\u8a08\u3001\u6a21\u7d44\u7d44\u88dd\u5230\u7cfb\u7d71\u6e2c\u8a66\u30022023 \u5e74\u4f75\u8cfc Cloud Light \u5f8c\uff0c\u8cc7\u6599\u4e2d\u5fc3\u696d\u52d9\u6210\u70ba\u6838\u5fc3\u6210\u9577\u5f15\u64ce\u3002<\/p>\n<div class=\"metrics-grid\">\n<div class=\"metric\">\n<div class=\"value\">Cloud Light<\/div>\n<div class=\"label\">2023 \u95dc\u9375\u4f75\u8cfc<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">800G\/1.6T<\/div>\n<div class=\"label\">\u4e3b\u529b\u6a21\u7d44\u898f\u683c<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">EML \/ CW<\/div>\n<div class=\"label\">InP \u96f7\u5c04\u4e3b\u529b\u7522\u54c1<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">~$50 \u5104<\/div>\n<div class=\"label\">\u5e02\u503c<\/div>\n<\/div>\n<\/div>\n<\/article>\n<article>\n<h2>\u5c0f\u767d\u7248\uff1aLumentum \u5728\u505a\u4ec0\u9ebc\uff1f<\/h2>\n<div class=\"why-box\"><strong>\u751f\u6d3b\u6bd4\u55bb\uff1a<\/strong>\u5149\u901a\u8a0a\u9700\u8981\u300c\u5149\u6e90\u300d\uff0c\u5c31\u50cf\u624b\u96fb\u7b52\u9700\u8981\u71c8\u6ce1\u3002Lumentum \u505a\u7684\u5c31\u662f\u9019\u500b\u8d85\u9ad8\u7d1a\u300c\u71c8\u6ce1\u300d\u2014\u2014InP \u96f7\u5c04\u3002\u9019\u500b\u96f7\u5c04\u80fd\u628a\u8cc7\u6599\u7528\u5149\u7684\u5f62\u5f0f\u5c04\u9032\u5149\u7e96\u88e1\uff0c\u4e00\u79d2\u9418\u50b3\u9001 800 Gbps \u7684\u8cc7\u6599\u3002\u800c\u4e14 Lumentum \u4e0d\u53ea\u505a\u300c\u71c8\u6ce1\u300d\uff0c\u9084\u505a\u6574\u500b\u300c\u624b\u96fb\u7b52\u300d\uff08\u5149\u6a21\u7d44\uff09\u3002\u4e00\u53f0 AI \u4ea4\u63db\u5668\u4e0a\u53ef\u80fd\u9700\u8981 64 \u500b\u9019\u7a2e\u300c\u624b\u96fb\u7b52\u300d\u3002<\/div>\n<\/article>\n<article>\n<h2>\u70ba\u4ec0\u9ebc InP \u96f7\u5c04\u662f AI \u5149\u901a\u8a0a\u7684\u5fc3\u81df<\/h2>\n<div class=\"why-box\"><strong>\u767c\u5149\u6e90\u9396\u5b9a\uff1a<\/strong>\u77fd\u4e0d\u80fd\u767c\u5149\uff0cAI \u8cc7\u6599\u4e2d\u5fc3\u6240\u6709\u5149\u4e92\u9023\u7684\u5149\u6e90\u90fd\u4f86\u81ea InP \u96f7\u5c04\u3002800G \u4f7f\u7528 EML\uff0c1.6T \u8207 CPO \u5927\u91cf\u4f7f\u7528 CW \u5916\u90e8\u96f7\u5c04\u3002Lumentum \u8207 Coherent \u662f InP \u96f7\u5c04\u5e02\u5834\u96d9\u5f37\uff0c\u638c\u63e1\u5168\u7403 70% \u4ee5\u4e0a\u9ad8\u968e\u7522\u80fd\u3002<\/div>\n<p>CPO \u67b6\u69cb\u4e0b\uff0c\u55ae\u4e00\u4ea4\u63db\u6a5f\u9700\u8981 32-64 \u9846 CW \u96f7\u5c04\u4f5c\u70ba\u5916\u90e8\u5149\u6e90\uff0c\u7528\u91cf\u662f\u50b3\u7d71\u67b6\u69cb\u7684 10 \u500d\u4ee5\u4e0a\u3002<\/p>\n<\/article>\n<article>\n<h2>\u6295\u8cc7\u8ad6\u9ede Bull vs Bear<\/h2>\n<div class=\"bull-bear\">\n<div class=\"bull\">\n<h4>\u591a\u65b9\u8ad6\u9ede<\/h4>\n<ul>\n<li>InP \u96f7\u5c04 + \u5149\u6a21\u7d44\u5782\u76f4\u6574\u5408<\/li>\n<li>Cloud Light \u5e36\u4f86 Hyperscaler \u5ba2\u6236<\/li>\n<li>800G\/1.6T \u540c\u6642\u653e\u91cf<\/li>\n<li>CPO \u67b6\u69cb\u63d0\u5347\u96f7\u5c04\u7528\u91cf 10 \u500d<\/li>\n<\/ul>\n<\/div>\n<div class=\"bear\">\n<h4>\u7a7a\u65b9\u8ad6\u9ede<\/h4>\n<ul>\n<li>\u5de5\u696d\u96f7\u5c04\u696d\u52d9\u75b2\u8edf<\/li>\n<li>Coherent \u7af6\u722d\u6fc0\u70c8<\/li>\n<li>\u6bdb\u5229\u7387\u6062\u5fa9\u9032\u5ea6\u6162<\/li>\n<li>\u6574\u5408\u6210\u672c\u6301\u7e8c\u62d6\u7d2f\u7372\u5229<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/article>\n<aside>\n<h2>\u76f8\u95dc\u95b1\u8b80<\/h2>\n<div class=\"related-articles\">\n<a href=\"\/ja\/photonic-ic-cohr\/\">Coherent \u2014 InP \u96f7\u5c04\u96d9\u96c4\u4e4b\u4e00<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-avgo\/\">Broadcom \u2014 CPO \u4ea4\u63db\u6676\u7247<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-nvda\/\">Nvidia \u2014 \u5149\u5b78\u6574\u5408\u7b56\u7565<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-industry-2026\/\">\u5149\u5b50 IC \u7522\u696d\u7e3d\u89bd<\/a>\n<\/div>\n<\/aside>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Lumentum\uff08NASDAQ: LITE\uff09\u662f InP \u96f7\u5c04\u8207\u9ad8\u901f\u5149\u6a21\u7d44\u5168\u7403\u9818\u5c0e\u5ee0\u5546\uff0c\u70ba 800G\/1.6T AI \u8cc7\u6599\u4e2d\u5fc3\u4e92\u9023\u6838\u5fc3\u4f9b\u61c9\u5546\u3002<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_gspb_post_css":"","footnotes":""},"categories":[30],"tags":[],"class_list":["post-2574","post","type-post","status-publish","format-standard","hentry","category-photonic-ic"],"blocksy_meta":[],"_links":{"self":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2574","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/comments?post=2574"}],"version-history":[{"count":3,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2574\/revisions"}],"predecessor-version":[{"id":2632,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2574\/revisions\/2632"}],"wp:attachment":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/media?parent=2574"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/categories?post=2574"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/tags?post=2574"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}