News / Taiwan / economic_daily
NPO Technology Emerges as Key Driver for Optical Communications Over Next Two Years
Electronic Technology · Electronic Components · economic_daily · 2026-09-09
3081, 3234, 4979, 7930
NPO technology is set to enter the market by 2027, with industry experts highlighting laser and fiber components as the next critical supply chain focus.
What Happened
Technological Shift: Photonics startup Lightmatter indicates that NPO (Near-Packaged Optics) technology is expected to enter the market in 2027, with widespread adoption by 2028. Meanwhile, the timeline for CPO (Co-Packaged Optics) scaling is projected for 2028-2029, making NPO the current focal point of the industry.
Critical Components: Industry experts are comparing laser and fiber components to "the next HBM," suggesting that surging demand for high-speed transmission will lead to supply constraints, thereby supporting premium pricing for these essential components.
Industry Progress: At the China International Optoelectronic Exposition, 1.6T high-speed optical modules have entered the mass production phase, while 3.2T products are currently undergoing client validation. The industrialization of NPO and CPO architectures is driving the next wave of optical communication upgrades.
Supply Chain Impact: Analysts are optimistic about the prospects for the optical communications supply chain. Companies with advanced optical technology and mass production capabilities, such as OptiWorks, are expected to benefit significantly from the industry's technological evolution over the next two years.