原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Funniest callout of the year from $VIAV on CPO timelines:
"Well, there's been a lot of industry talk [about delays], like, 'Oh, because the yield is going to be slower.'
That's all nonsense. CPO and all that thing is moving forward"
They stated that Yes there's always issues, but the process is being improved and things are getting better.
To follow up on that, the CEO stated:
- Viavi has POs for CPO-testing activity
- “We’re already getting [CPO revenue] this quarter, and probably in December it will start accelerating.”
On a side note, they also stated, 1.6T is "ramping very quickly", should reach parity with 800g next year, and signaled longer tail for 800g demand.
TLDR: Seeing CPO test revenues hit for $VIAV to $FORM around now. Nvidia also stated switch-side CPO for scale out and scale across has entered mass production earlier.
As for scale up timelines, early production should be H2 2027 for some players, with other CPO players Ayar stating 2028 is the volume inflection period.
Basically, all the timelines seem to be the same as before and revenue is starting to hit testing players first.
翻译：
今年最搞笑的揭露来自 $VIAV 关于 CPO 时间表的讨论：
“业内有很多关于延迟的讨论，例如，‘哦，因为产量会更慢。’
这些都是无稽之谈。CPO 和所有相关事务正在推进”
他们表示，虽然总会有问题，但流程正在改进，事情正在变得更好。
为了跟进这一点，CEO 表示：
- Viavi 已经有 CPO 测试活动的订单
- “我们已经在这个季度获得了 [CPO 收入]，并且可能在 12 月份会加速”
顺便提一下，他们还表示，1.6T 正在“迅速增长”，应该在明年达到与 800g 的平价，并预示着 800g 需求的更长尾部。
总结：$VIAV 和 $FORM 即将看到 CPO 测试收入。Nvidia 也表示，用于规模扩展和横向扩展的交换机侧 CPO 已经进入量产阶段。
至于规模扩展时间表，一些玩家预计早期生产将在 2027 年下半年开始，其他 CPO 玩家 Ayar 表示 2028 年是量产拐点。
基本上，所有时间表似乎与之前相同，收入正开始影响测试玩家。
Funniest callout of the year from $VIAV on CPO timelines:
"Well, there's been a lot of industry talk [about delays], like, 'Oh, because the yield is going to be slower.'
That's all nonsense. CPO and all that thing is moving forward"
They stated that Yes there's always issues, but the process is being improved and things are getting better.
To follow up on that, the CEO stated:
- Viavi has POs for CPO-testing activity
- “We’re already getting [CPO revenue] this quarter, and probably in December it will start accelerating.”
On a side note, they also stated, 1.6T is "ramping very quickly", should reach parity with 800g next year, and signaled longer tail for 800g demand.
TLDR: Seeing CPO test revenues hit for $VIAV to $FORM around now. Nvidia also stated switch-side CPO for scale out and scale across has entered mass production earlier.
As for scale up timelines, early production should be H2 2027 for some players, with other CPO players Ayar stating 2028 is the volume inflection period.
Basically, all the timelines seem to be the same as before and revenue is starting to hit testing players first.
翻译：
今年最搞笑的揭露来自 $VIAV 关于 CPO 时间表的讨论：
“业内有很多关于延迟的讨论，例如，‘哦，因为产量会更慢。’
这些都是无稽之谈。CPO 和所有相关事务正在推进”
他们表示，虽然总会有问题，但流程正在改进，事情正在变得更好。
为了跟进这一点，CEO 表示：
- Viavi 已经有 CPO 测试活动的订单
- “我们已经在这个季度获得了 [CPO 收入]，并且可能在 12 月份会加速”
顺便提一下，他们还表示，1.6T 正在“迅速增长”，应该在明年达到与 800g 的平价，并预示着 800g 需求的更长尾部。
总结：$VIAV 和 $FORM 即将看到 CPO 测试收入。Nvidia 也表示，用于规模扩展和横向扩展的交换机侧 CPO 已经进入量产阶段。
至于规模扩展时间表，一些玩家预计早期生产将在 2027 年下半年开始，其他 CPO 玩家 Ayar 表示 2028 年是量产拐点。
基本上，所有时间表似乎与之前相同，收入正开始影响测试玩家。
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