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Analysis Of Investment Prospects Of China's Optical Communication Chip Industry
Nov 19, 2018

In terms of internal research and development, the optical communication chip is a highly integrated component, and its integrated components include lasers, modulators, couplers, beam splitters, wavelength division multiplexers, detectors, and the like. At present, there are two major types of chip packaging solutions in the industry, one is III-V and the other is silicon. The former is relatively mature and has a mature monolithic integrated solution. The latter's laser integration and packaging solutions. Still improving. China has a lack of comparison with foreign countries in the research and development, design, film processing and packaging of optical communication chips. According to the "China Optoelectronics Device Industry Technology Development Roadmap (2018-2022)" released by the China Electronic Components Industry Association, domestic companies currently only have lasers, detectors, modulator chips and PLCs at 10Gb/s and below. /AWG chip manufacturing process and supporting IC design, packaging and testing capabilities, the overall level and international benchmarking companies still have a big gap, especially high-end chip capabilities than the United States and Japan developed countries behind 1-2 generations. Moreover, China's optoelectronic chip chip processing is also heavily dependent on the United States, Singapore, Canada and other countries.

The research and development process of optical communication chips is extremely complicated. It requires not only a certain amount of technology accumulation, but also a large investment, and the development and production cycle are also long, especially for high-end chips. Industry development is in urgent need of higher-level, more powerful talent, policy and financial support. In fact, any high-tech product needs capital and time accumulation. As long as we recognize this point and are willing to invest, we will spend a lot of energy to lay out the industry, and we will be steadfast in research and development. China's optical communications industry will win the final victory. .





China's optical communication chip industry enterprise layout



In recent years, the state has paid more attention to the chip industry than ever before. For enterprises, the market prospect of optical communication chips is limitless, and domestic communication companies have increased investment and research and development of chips. Based on this, this paper organizes the layout of domestic enterprises in the field of optical communication chips.

Huawei, Fenghuo and other communications giants have invested heavily in optical communication chips, and companies such as ZTE and Datang have also been actively deploying in the near future.

In addition to Huawei, Fiberhome Technology is also very optimistic about the optical communication chip market, set up subsidiaries to develop optical communication chips. Guangxun Technology is one of the subsidiaries of FiberHome Technology. Its chip self-sufficiency rate is about 95%, but it is concentrated in the low-end chips. Feisiling Company invested in FiberHome Communications also focuses on chip development and design for optical communication system equipment and optical module devices. At present, Feisiling products have covered various core chips related to optical communication system equipment to optical module devices. .

One of the major advantages of domestic optical communication chips is that enterprises are at the same starting line. The future market depends on the current investment and efforts. Laser giant Huagong Technology and home appliance giant Hisense also joined.

As a giant in the domestic appliance industry, Hisense has a very early layout of optical communication chips. At the beginning of this century, Hisense conducted the layout of the optical communication business. In 2005, Hisense launched the world's first commercially available GPON module. Hisense also made breakthroughs in 100G PON optical module technology. In terms of capital operation, Hisense acquired the Japanese optical communication chip company and the US optical communication chip company to improve the industrial layout.

It is precisely because of the huge prospects of the industry that many emerging companies have also developed optical communication chips. For example, Solvay's 100Gb/s QSFP28 transceiver module combines performance and cost advantages. Yifei Yang has successfully developed the 100GQSFP28 optical module, and the 100GCFP-LR4 optical module has been commercialized. In addition, Hite High-tech, Ziguang Zhanrui, etc. are actively developing high-end optical communication chips.





Analysis of investment prospects of China's optical communication chip industry


(1) 5G brings great opportunities to the optical communication chip industry


(2) Photoelectronics is an important segment of the semiconductor industry. Optical chips are the core of optoelectronic technology applications, and the market scale continues to grow.

Optical chips are the core of optoelectronic technology products, and the application requirements of optoelectronic technology in different fields will eventually be reflected in the demand for specific optical chips.

(3) Policies to help industrial upgrading, it is imperative to develop autonomous optical communication chip industry

The integrated circuit has already blown the chip's localized horn, and the optical chip is expected to follow. In fact, in areas where China's optical communication chips are more developed, local governments have set up relevant industry funds in order to promote the development of advantageous enterprises. For example, in 2013, the Wuhan Municipal Government established a strategic emerging industry development guidance fund to promote the development of nine emerging industries including optoelectronic chips, with a total fund size of 10.2 billion. In the future, with the development of the optical communication industry, the strategic position of the upstream optical communication chip field will be further highlighted.

(4) High-end optical communication chip manufacturing and manufacturing blank filling

After the completion of the project, it will carry out large-scale production of several core products of Canada Keguang Company. It is estimated that the annual output value will be 1.9 billion yuan and the annual tax payment will be 340 million yuan. After the project reaches 5 years of production, the estimated output value will reach 3 billion yuan. The proposed production line will be the world's third high-speed optical communication chip production line, which will make up for the gap in the production and manufacture of high-end optical communication chips in China. The speed of localization is expected to accelerate.

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