Serenity: SIVE isn’t just a CPO laser supplier—it’s a full-scenario frontrunner in the next-generation optical connectivity architecture.

BlockBeats News, June 21 — Serenity issued a statement to correct a common misconception in the market about SIVE — that it is only viewed as a laser supplier for CPO's vertical expansion. Serenity pointed out that SIVE's lasers actually cover all next-generation optical connection architectures, including pluggable optical modules, CPO's horizontal expansion, CPO's vertical expansion, and NPO. The strongest evidence comes from the collaboration between Sivers and JBL: the two jointly developed a 1.6T optical transceiver using CW lasers, effectively bypassing the capacity bottleneck of EML (electro-absorption modulated lasers), with lower power consumption — Jabil management described it as having a quite deep moat. Serenity revealed that after Jabil's announcement, other pluggable optical module manufacturers have proactively contacted SIVE, and they are currently in joint development or certification stages. These developments have not yet been made public and could lead to new announcements at any time. Since most optical module manufacturers, except Lumentum, are not vertically integrated, Sivers' independent laser supply position becomes even more critical.

From a longer-term perspective, CPO's horizontal expansion will start in the second half of 2026 (such as POET, with SIVE as its laser supplier), and CPO's vertical expansion is expected to scale up in the second half of 2027 driven by Ayar and NVIDIA's NVLink CPO ecosystem — this is the core scaling node for the entire optical connection track. Serenity stated that, based on the supply chain map, SIVE dominates all players at this node because they likely started design collaborations with companies like Marvell Celestial, Lightmatter, Lightelligence, and others many years ago. Additionally, in foundries like GFS, SIVE is already a reference laser; large manufacturers like O-Net are building ELS solutions based on SIVE, targeting the supply chain of ultra-large cloud providers in Asia. Starting from 2027, SIVE will appear in almost all new optical connection architectures, making it Serenity's most optimistic laser bottleneck multi-head target.

BlockBeats Note: CPO scale out refers to optical interconnection across cabinets and clusters, used for data center network expansion; CPO scale up refers to increasing interconnect bandwidth between GPUs/accelerators within a single AI server or cabinet through CPO.