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为什么是CPO?—— AI算力浪潮下的必然答案
当前,AI大模型的训练与推理正如海啸般冲击着全球数据中心的极限。传统的数据互连方式,如同在一条老旧公路上应对百万级车流,面临着无法逾越的 “功耗墙” 与 “带宽墙” ——高速数据传输的能耗已占数据中心总电耗的30%以上,且速度瓶颈日益凸显。
在此背景下,光电共封装(CPO)技术给出了革命性的解决方案。它将光引擎与计算芯片的互连距离从厘米级缩短至毫米级,实现了 “速度翻倍,功耗减半” 的质的飞跃。这不仅是技术的演进,更是AI算力持续膨胀下,突破基础设施瓶颈、实现降本增效的 “硬需求” 与必然路径。
产业已至爆发临界点,中国力量全球领跑
CPO已绝非实验室概念。随着台积电等巨头将封装良率提升至商业化门槛,英伟达、博通等系统厂商开始批量交付集成CPO的产品,标志着技术已迈入 “量产导入期” 。微软、Meta等超大规模云厂商上千亿美元的资本开支,正疯狂投向AI数据中心,为CPO创造了确定性的海量市场。
令人振奋的是,在这场由算力定义未来的竞赛中,中国产业链已占据全球市场超七成的份额,实现领跑。从中际旭创(1.6T模块市占率超50%)、新易盛(获英伟达巨额订单),到天孚通信(光引擎良率超95%),再到上游的芯片企业,一条覆盖设计、材料、封装、模块的完整CPO产业体系已然成型,并进入 “业绩兑现期”。
跨越“最后一公里”,共绘量产路线图
我们正站在一个决定性的产业拐点。业界共识指向2027年规模化部署,这意味着2026年就是决定技术方案商业成败的“量产前夜”。
然而,从高良率样品到高可靠、低成本的海量产品,横亘着协同设计、封装良率、热管理极限与生态协同的 “最后一公里” 。这需要全产业链在同一张时间表上深度协同。
为此,在上海市普陀区科学技术委员会指导下,由谈思科技主办的 “CPO Asia 2026 亚洲光电共封装技术创新大会” 将于6月3-4日在上海举行。大会将严格筛选并汇聚 500名 来自全球芯片设计、先进封装、材料设备、系统应用及投资机构的 决策者与攻坚者 ,打造一个高浓度、高价值的产业对话平台。本届大会摒弃空谈,直击 “量产可行性与商业落地” 核心命题,旨在共同拆解难题、对接资源,为跨越这最后一公里提供可执行的路线图。
演讲嘉宾
Call for Speakers
大会议程
July 2026
07/23
2026.07.23
Day 1
2026.07.24
Day 2
Apply for Detailed Agenda
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Securing Al-Driven Mobility: Threats, Attacks, and Defense Strategies for Next-Generation Vehicles
Dr. Sheikh Mahbub Habib
AUMOVIO
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Securing Al-Driven Mobility: Threats, Attacks, and Defense Strategies for Next-Generation Vehicles

· Key AI-Driven Threats Affecting Autonomous and Connected Vehicles

· How Small Inputs Can Lead to Severe Perception Failures or Model Compromise

· Defensive Approaches and Regulatory Considerations for Trustworthy AI Systems

Dr. Sheikh Mahbub Habib
AUMOVIO
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参会评价

I had the pleasure of presenting a keynote at AutoSec Europe 2025 in Frankfurt, diving deep into the challenges of ensuring cybersecurity for decades. Thanks to everyone who joined the conversation!

Chief Product Security Officer

This was a very good event overall, and I believe it has the potential to grow. We are very happy with the organizers and hope that we will have a nice long term collaboration. Thanks again for everything.

Founder

Well established in the Asia-Pacific region for many years, Especially at a time when market dynamics and geopolitical developments can create noticeable tensions, it is clear how important collaboration and cooperation are as catalysts for cybersecurity in organisations and for joint value creation between OEMs, suppliers and technical experts in the market.

Managing Director

Delighted to share my insights on AI security at the 1st Europe AutoSec in Frankfurt last week. I highlighted the growing importance of securing AI components in the automotive sector, especially in light of emerging regulations, standards, and guidelines. To fully realize AI's benefits, we must prioritize security and safety.

Researcher Product Cybersecurity & Privacy

Really really good overall, keep it up!

System Desgin Engineer

Overall the summit was nice! Good things to take away!

Software Engineer

First time that I am attended on this event - was great.

Specialist Information Security

Great opportunities to get to know each other and exchange ideas regarding automotive cybersecurity. And many thanks to the TaasLabs team.

Chief Product Manager
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