{"id":2640,"date":"2026-04-14T15:38:59","date_gmt":"2026-04-14T15:38:59","guid":{"rendered":"https:\/\/tetsu811.com\/photonic-ic-landmark\/"},"modified":"2026-04-14T15:38:59","modified_gmt":"2026-04-14T15:38:59","slug":"photonic-ic-landmark","status":"publish","type":"post","link":"https:\/\/tetsu811.com\/ja\/photonic-ic-landmark\/","title":{"rendered":"\u806f\u4e9e\u5149\u96fb\u6df1\u5ea6\u89e3\u6790 \u2014 InP \u78ca\u6676\u7247\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; \u806f\u4e9e\u5149\u96fb<\/nav>\n<h1>\u806f\u4e9e\u5149\u96fb<span class=\"ticker-badge\">TWSE: 3081<\/span><\/h1>\n<p class=\"subtitle\">InP \u78ca\u6676\u7247\u9f8d\u982d \u00b7 \u7522\u696d\u4f4d\u7f6e\uff1aStage 1 \u539f\u6599\u8207\u78ca\u6676<\/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>\u806f\u4e9e\u5149\u96fb\uff08LandMark Optoelectronics\uff09\u7e3d\u90e8\u4f4d\u65bc\u53f0\u5357\u79d1\u5b78\u5712\u5340\uff0c\u662f\u5168\u7403\u9818\u5148\u7684 InP\/GaAs \u78ca\u6676\u7247\u88fd\u9020\u5546\u3002\u6838\u5fc3\u6280\u8853\u70ba MOCVD \u88fd\u7a0b\uff0c\u5c08\u7cbe InP \u96f7\u5c04\u4e8c\u6975\u9ad4\uff08LD\uff09\u8207\u5149\u5075\u6e2c\u5668\uff08PD\uff09\u78ca\u6676\u7247\u3002\u516c\u53f8\u5177\u5099 6 \u540b InP \u78ca\u6676\u91cf\u7522\u80fd\u529b\uff0c\u662f 800G\/1.6T \u77fd\u5149\u5b50\u4f9b\u61c9\u93c8\u7684\u6838\u5fc3\u4e0a\u6e38\u3002<\/p>\n<div class=\"metrics-grid\">\n<div class=\"metric\">\n<div class=\"value\">+105%<\/div>\n<div class=\"label\">2026 YTD \u71df\u6536 YoY<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">48.7%<\/div>\n<div class=\"label\">\u6bdb\u5229\u7387<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">6 \u540b<\/div>\n<div class=\"label\">InP \u78ca\u6676\u91cf\u7522<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">87%<\/div>\n<div class=\"label\">2026E \u77fd\u5149\u5b50\u71df\u6536\u4f54\u6bd4<\/div>\n<\/div>\n<\/div>\n<\/article>\n<article>\n<h2>\u5c0f\u767d\u7248\uff1a\u806f\u4e9e\u5728\u505a\u4ec0\u9ebc\uff1f<\/h2>\n<div class=\"why-box\"><strong>\u751f\u6d3b\u6bd4\u55bb\uff1a<\/strong>\u5149\u901a\u8a0a\u9700\u8981\u96f7\u5c04\u5149\u4f86\u50b3\u8cc7\u6599\uff0c\u800c\u96f7\u5c04\u5149\u7684\u300c\u7a2e\u5b50\u300d\u5c31\u662f\u78ca\u6676\u7247\u3002\u806f\u4e9e\u5c31\u50cf\u300c\u5149\u7684\u8fb2\u5834\u300d\u2014\u2014\u7528\u7279\u6b8a\u8a2d\u5099\uff08MOCVD\uff09\u5728\u6676\u5713\u4e0a\u4e00\u5c64\u4e00\u5c64\u300c\u7a2e\u300d\u51fa\u8d85\u8584\u7684\u534a\u5c0e\u9ad4\u8584\u819c\uff0c\u9019\u4e9b\u8584\u819c\u5c31\u662f\u88fd\u9020\u96f7\u5c04\u7684\u539f\u6599\u3002\u6c92\u6709\u806f\u4e9e\u7684\u78ca\u6676\u7247\uff0cLumentum \u548c Coherent \u5c31\u505a\u4e0d\u51fa\u96f7\u5c04\uff0c\u6574\u500b\u5149\u901a\u8a0a\u5c31\u505c\u64fa\u4e86\u3002<\/div>\n<\/article>\n<article>\n<h2>\u70ba\u4ec0\u9ebc InP \u78ca\u6676\u662f\u7522\u696d\u54bd\u5589<\/h2>\n<div class=\"why-box\"><strong>\u4f9b\u9700\u5931\u8861\uff1a<\/strong>AI \u8cc7\u6599\u4e2d\u5fc3 800G\/1.6T \u5149\u6a21\u7d44\u51fa\u8ca8\u91cf\u9810\u8a08\u5f9e 2025 \u5e74 2,400 \u842c\u53f0\u6210\u9577\u5230 2026 \u5e74 6,300 \u842c\u53f0\uff08+2.6x\uff09\u3002\u6bcf\u500b\u5149\u6a21\u7d44\u90fd\u9700\u8981 InP \u96f7\u5c04\u6676\u7247\uff0c\u800c\u96f7\u5c04\u6676\u7247\u9700\u8981 InP \u78ca\u6676\u7247\u3002\u78ca\u6676\u7247\u7522\u80fd\u64f4\u5f35\u9700\u8981 12-18 \u500b\u6708\uff0c\u4f9b\u9700\u7f3a\u53e3\u662f\u806f\u4e9e\u7684\u5b9a\u50f9\u6b0a\u4f86\u6e90\u3002<\/div>\n<p>\u806f\u4e9e 2026 \u5e74\u898f\u5283\u6295\u8cc7 7 \u5104\u53f0\u5e63\u64f4\u5145 MOCVD \u8a2d\u5099\uff0c\u77fd\u5149\u5b50\u7522\u54c1\u71df\u6536\u4f54\u6bd4\u9810\u4f30\u5f9e 2024 \u5e74 42% \u63d0\u5347\u81f3 2026 \u5e74 87%\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>\u71df\u6536 YoY +105%\uff0c\u7206\u767c\u6027\u6210\u9577<\/li>\n<li>\u6bdb\u5229\u7387 48.7%\u3001\u71df\u696d\u5229\u6f64\u7387 33%<\/li>\n<li>6 \u540b InP \u91cf\u7522\u80fd\u529b\u70ba\u6280\u8853\u58c1\u58d8<\/li>\n<li>\u5317\u7f8e\u56db\u5927\u96f2\u7aef\u5de8\u982d\u70ba\u4e3b\u8981\u5ba2\u6236<\/li>\n<\/ul>\n<\/div>\n<div class=\"bear\">\n<h4>\u7a7a\u65b9\u8ad6\u9ede<\/h4>\n<ul>\n<li>PE \u8d85\u904e 300x\uff0c\u4f30\u503c\u6975\u9ad8<\/li>\n<li>\u7522\u54c1\u7dda\u96c6\u4e2d\u65bc InP \u78ca\u6676\u7247<\/li>\n<li>\u534a\u5c0e\u9ad4\u7522\u696d\u9031\u671f\u6027\u98a8\u96aa<\/li>\n<li>AXTI \u7b49\u7af6\u722d\u8005\u4e5f\u5728\u64f4\u7522<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/article>\n<aside>\n<h2>\u76f8\u95dc\u95b1\u8b80<\/h2>\n<div class=\"related-articles\"><a href=\"\/ja\/photonic-ic-soitec\/\">Soitec \u2014 SOI \u6676\u5713\u5be1\u5360\u9f8d\u982d<\/a><a href=\"\/ja\/photonic-ic-aixa\/\">Aixtron \u2014 MOCVD \u78ca\u6676\u8a2d\u5099<\/a><a href=\"\/ja\/photonic-ic-lite\/\">Lumentum \u2014 InP \u96f7\u5c04\u96d9\u96c4<\/a><a href=\"\/ja\/photonic-ic-industry-2026\/\">\u5149\u5b50 IC \u7522\u696d\u7e3d\u89bd<\/a><\/div>\n<\/aside>\n<div class=\"footer\">\u8cc7\u6599\u4f86\u6e90\uff1a\u806f\u4e9e\u5149\u96fb\u6cd5\u8aaa\u6703\u3001\u516c\u958b\u8cc7\u8a0a\u89c0\u6e2c\u7ad9\u3001\u7522\u696d\u7814\u7a76\u3002<\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>\u806f\u4e9e\u5149\u96fb\uff08TWSE: 3081\uff09\u662f InP \u78ca\u6676\u7247\u5168\u7403\u9818\u5c0e\u5ee0\u5546\uff0c800G\/1.6T \u77fd\u5149\u5b50\u4f9b\u61c9\u93c8\u6838\u5fc3\u4e0a\u6e38\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-2640","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\/2640","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=2640"}],"version-history":[{"count":0,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2640\/revisions"}],"wp:attachment":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/media?parent=2640"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/categories?post=2640"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/tags?post=2640"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}