#New Opportunities in the Computing Hardware Sector: Analyzing the Potential of Subfields like CPO, Copper Cables, and PCBs
Currently, with the rapid development of artificial intelligence technology, the demand for computing power is experiencing explosive growth. Against this backdrop, the hardware industry related to computing power is also welcoming unprecedented development opportunities. This article will focus on several subfields within the computing hardware sector, including Co-Packaged Optics (CPO), high-speed copper connections, and printed circuit boards (PCBs), analyzing their development potential and listing some popular companies for investors’ reference.
1. Co-Packaged Optics (CPO): Innovative Packaging Technology Leading the Trend
Co-Packaged Optics (CPO) is a cutting-edge packaging technology that integrates network switch chips and optical modules into the same slot, achieving co-packaging of chips and modules. This packaging method can effectively enhance communication efficiency and reduce power consumption, making it an important development direction for future data centers and high-performance computing fields. According to a report by JPMorgan, industry experts predict that the CPO market will begin to grow significantly in 2027, with the market size expected to exceed $1 billion by 2028 and surpass $5 billion by 2030. In the CPO field, companies like Huazhong Technology, Zhongji Xuchuang, and NewEase are expected to secure a place in this emerging market due to their strong foundations in packaging technology and optical modules. Related companies also include:
* Optical Chips: LightSpeed Technology, Shijia Photonics, Yuanjie Technology, Huagong Technology.
* Optical Modules: Zhongji Xuchuang, NewEase, Huagong Technology, Tianfu Communication.
* Switches & Data Center Equipment: Unisplendour, StarNet.
* Materials & Equipment: Jiangfeng Electronics, Anji Technology.
2. High-Speed Copper Connections: Traditional Technology Revitalized
High-speed copper connection technology has been widely used in data centers and server fields. As the demand for computing power continues to rise, the performance requirements for high-speed copper cables are also increasing. Chip giants like NVIDIA are adopting high-speed copper connection technology in their products, driving continuous innovation and development in this technology. According to relevant reports, sales of high-speed copper cables are steadily increasing, indicating strong market demand. Companies like Luxshare Precision, Taicheng Light, and New Asia Electronics have strong technical capabilities and market shares in the high-speed copper connection field and are expected to benefit from the sustained growth of this market. Related companies also include:
* Wire Manufacturers: Walden Materials, New Asia Electronics, Jinxuan Co., Hongteng Precision, Shenyu Co.
* Connector and Component Manufacturers: Huafeng Technology, Dingtong Technology, Chuangyitong, Ruikeda.
* High-Speed Cable Manufacturers: Luxshare Precision, Zhaolong Interconnect, Tongyu Communication, Taicheng Light, Changfei Optical Fiber.
3. Printed Circuit Boards (PCBs): The Cornerstone of the Electronics Industry
Printed Circuit Boards (PCBs) are the support structure for electronic components and are indispensable basic components of the electronics industry. In the computing hardware field, the role of PCBs is particularly important as they provide electrical connections and physical support for various chips, optical modules, and other components. With the continuous growth of the global chip market, the demand for PCBs is also showing a year-on-year growth trend. According to brokerage reports, PCB manufacturers’ overall operating rates in the first quarter were between 90% and 95%, with the second quarter maintaining an upward trend. Companies like Founder Technology, Northern Copper, and Zhongjing Electronics are leaders in the PCB industry, occupying significant shares in the demand for PCBs in the computing hardware market due to their advanced production processes and high-quality products. Related companies also include:
* PCB Manufacturers: Founder Technology, Northern Copper, Zhongjing Electronics, Xingsen Technology, Pengding Holdings, Jingwang Electronics, Shennan Circuit, Hude Electronics, Shengyi Technology, Hezhuan Intelligent, etc.
4. Optical Communication: Replacing Electricity with Light, Opening a New Era of Communication
Optical communication technology, with its advantages of high speed, low latency, and large capacity, has been widely applied in data centers and high-performance computing fields. Chip manufacturers like TSMC are actively exploring MicroLED-based optical communication technology to replace traditional electrical connections, meeting the growing high communication demands between GPUs. Companies like LianTech, Guangku Technology, and Yuanjie Technology have deep technical foundations and innovative capabilities in the optical communication field and are expected to stand out in this technological transformation. Related companies also include:
* Optical Communication: LianTech, Guangku Technology, Yuanjie Technology, Zhongji Xuchuang, NewEase, Dekeli, Jinxin, Shijia Electronics, Taicheng Light, Huamai Technology, etc.
5. MicroLED: The Rise of Micro Display Technology
MicroLED is a micro-sized light-emitting diode display technology that offers high resolution, high brightness, and low power consumption. Many chip manufacturers are producing connection products based on MicroLED technology for use in optical communication fields. Companies like Aoshikang, Jufei Optoelectronics, and Zhaochi Co. have certain advantages in the R&D and production of MicroLED and are expected to gain new development opportunities in the expansion of applications in optical communication. Related companies also include:
* Chip Design and Production: Konka Group
* Equipment Manufacturers: Qinghe Crystal, Inno Laser, Maiwei Co., Dazhu Semiconductor, Hefei Xinyi, Jingzhida, Jintuo Co., LianDe Equipment, Zhongwei Company, Delong Laser.
* Process Equipment R&D: Fulatte.
6. Components: The Cornerstone of Computing Hardware
The growth in computing demand and the construction of data centers rely on the support of numerous components. From capacitors and resistors to connectors and various electronic components, they all ensure the stable operation of computing hardware. Companies like Founder Technology, Jianghai Co., and Zhongjing Electronics have a rich product line and technical strength in the electronic components field, capable of meeting the diverse needs of the computing hardware market for various components, and are expected to achieve sustained growth in this market. Related companies also include:
* Components: Founder Technology, Jianghai Co., Zhongjing Electronics, Xingsen Technology, Pengding Holdings, Jingwang Electronics, Shennan Circuit, Hude Electronics, Shengyi Technology, Aohong Electronics, Huazheng New Materials, Jingsai Technology, etc.
In summary, with the continuous development of artificial intelligence, the hardware industry related to computing power will experience simultaneous growth. Subfields such as CPO, high-speed copper connections, and PCBs, as important components of computing hardware, have broad development prospects. However, investors should also be wary of the risks brought by rapid technological iterations, closely monitor industry dynamics and company developments, and make rational investment decisions.
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