原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
Just an interesting channel check regarding China lasers claims:
"They do not yet have working 200G EMLs and appear to be quite far from having high-power CWs for NPO and CPO applications."
When talking about Dongshan Precision and others.
So your $LITE, $AAOI $COHR, $MTSI, Sumitomo, Furukawa, $SIVE, type players seem like a scarce capacity than others expected.
Regarding other lasers: analyst included $AVGO comments - the ultimate "North Star" is CPO with ultra-high power CWs.
But believes VCSELs can be a useful in intermediate NPO solution. Then they kinda proceeds to trash talk MicroLED and others.
So I think this greatly reaffirms conviction in $SIVE as pure play in terms of what industry is heading with CPO + CW DFB.
Then on CPO delays: "Our Take On CPO Timing: Processes Not Delayed But Timing To Reach Volume Could Stretch", so no actual delay there just extended ramp timing which is always a possibility. But as with scale out, expectations seem always hiked.
Been a lot of noise recently over microled, vcsel, chinese suppliers, delays, but thesis in tact for a lot of the laser suppliers.
翻译：
关于中国激光器的说法，一个有趣的观察：
“他们还没有可用的200G EMLs，距离拥有用于NPO和CPO应用的高功率CW激光器似乎还很远。”
当谈到东山精密和其他公司时。
因此，您的$LITE、$AAOI、$COHR、$MTSI、住友、古河、$SIVE等公司似乎比其他人预期的更为稀缺。
关于其他激光器：分析师提到了$AVGO的评论，认为最终的目标是CPO，具有超高功率的CW激光器。
但他们认为VCSELs可以成为中间NPO解决方案的有用选择。然后他们开始贬低MicroLED和其他公司。
因此，我认为这大大增强了我对$SIVE作为CPO和CW DFB领域纯粹玩家的信心。
关于CPO的延迟：“我们对CPO时间的看法：流程没有延迟，但达到批量生产的时间可能会延长”，所以那里没有实际的延迟，只是扩大了爬坡时间，这总是有可能的。但是，随着规模的扩大，预期似乎总是被抬高。
最近关于MicroLED、VCSEL、中国供应商、延迟等方面有很多噪音，但对于许多激光器供应商来说，投资论点仍然成立。
Just an interesting channel check regarding China lasers claims:
"They do not yet have working 200G EMLs and appear to be quite far from having high-power CWs for NPO and CPO applications."
When talking about Dongshan Precision and others.
So your $LITE, $AAOI $COHR, $MTSI, Sumitomo, Furukawa, $SIVE, type players seem like a scarce capacity than others expected.
Regarding other lasers: analyst included $AVGO comments - the ultimate "North Star" is CPO with ultra-high power CWs.
But believes VCSELs can be a useful in intermediate NPO solution. Then they kinda proceeds to trash talk MicroLED and others.
So I think this greatly reaffirms conviction in $SIVE as pure play in terms of what industry is heading with CPO + CW DFB.
Then on CPO delays: "Our Take On CPO Timing: Processes Not Delayed But Timing To Reach Volume Could Stretch", so no actual delay there just extended ramp timing which is always a possibility. But as with scale out, expectations seem always hiked.
Been a lot of noise recently over microled, vcsel, chinese suppliers, delays, but thesis in tact for a lot of the laser suppliers.
翻译：
关于中国激光器的说法，一个有趣的观察：
“他们还没有可用的200G EMLs，距离拥有用于NPO和CPO应用的高功率CW激光器似乎还很远。”
当谈到东山精密和其他公司时。
因此，您的$LITE、$AAOI、$COHR、$MTSI、住友、古河、$SIVE等公司似乎比其他人预期的更为稀缺。
关于其他激光器：分析师提到了$AVGO的评论，认为最终的目标是CPO，具有超高功率的CW激光器。
但他们认为VCSELs可以成为中间NPO解决方案的有用选择。然后他们开始贬低MicroLED和其他公司。
因此，我认为这大大增强了我对$SIVE作为CPO和CW DFB领域纯粹玩家的信心。
关于CPO的延迟：“我们对CPO时间的看法：流程没有延迟，但达到批量生产的时间可能会延长”，所以那里没有实际的延迟，只是扩大了爬坡时间，这总是有可能的。但是，随着规模的扩大，预期似乎总是被抬高。
最近关于MicroLED、VCSEL、中国供应商、延迟等方面有很多噪音，但对于许多激光器供应商来说，投资论点仍然成立。
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