With the rapid development of cutting-edge technologies such as artificial intelligence, Internet of Things, and 5G communications, as well as the accelerated expansion of large-scale data centers, while bringing massive demand for optical devices, the requirements for the transmission speed of information systems are also getting higher and higher. The optical communication industry It will usher in a critical period of a new round of technology and product upgrading and development.
In the field of optical chips, the demand for domestic high-end chips has long been heavily dependent on American and Japanese companies such as Broadcom and Mitsubishi. In the core construction cost of optical networks such as routers, base stations, transmission systems, and access networks, the cost of optical components accounts for as much as 60-80%. The core reason for the high cost of optical components is that high-end chips cannot be fully localized and they need to rely on imports. Therefore, high-end optical communication chips are the key points that China’s optical communication industry urgently needs to overcome.
In recent years, domestic optical chip products are mainly concentrated in low-speed optical modules of 10Gb/s and below. According to the “China Optical Device Industry Development Roadmap (2018-2022)”, the current localization rate of optical chips less than 10Gb/s has reached 80%, the localization rate of optical chips with a rate of 10Gb/s is close to 50%, and that of 25Gb/s and 25Gb/s Optical chips with the above speed are highly dependent on imports, and the localization rate is only 3%. At present, most of the domestic mainstream optical communication companies are actively deploying the R&D business of high-speed optical transmission chips. It is expected that the localization of optical chips has a bright future and the future can be expected.
Whether it has the optical chip process technology and the industrialization capability of the technology has gradually become the main basis for judging the competitiveness of my country’s optical communications industry. In order to adapt to changes in market demand and technological progress in the industry, Yongding shares (600105.SH) has broken through core technologies and accelerated to seize the commanding heights of the industry, focusing on the R&D and mass production of optical chips, devices and modules. The main products include AWG chips, WDM chips, laser chips, etc. The core products are optical chips, optical devices, and packaged optical modules, which are mainly provided for backbone networks, metropolitan area networks, access networks, data networks, broadcasting networks, optical fiber sensing and other fields A full range of products and solutions including chips, devices, modules, and equipment.
Starting in 2020, the company has established research centers for chip design and process development in Wuhan and Suzhou. With the help of the production, education and research bases of Hubei University, Huazhong University of Science and Technology, and the Institute of Semiconductors of the Chinese Academy of Sciences, starting from the needs of its own industrial chain, small cuts and deep digs Segmented market products. Through the introduction of an entrepreneurial team with core technologies, the company successfully deployed DWDM filter chips and VCSEL laser chips.
The core technology that the company has mastered covers chip design, semiconductor processing technology, chip testing technology, chip reliability improvement, etc. Based on the product experience accumulated by the core team for many years, a mature core solution for the whole process of chip manufacturing has been formed, including: vertical cavity surface emitting laser (VCSEL), distributed feedback laser (DFB), electro-absorption modulated laser (EML), adjustable laser (DBR) product design plan, etc.
The company’s research and development efforts in the field of optical communications have been continuously strengthened. On March 17, 2021, the “Nanyou-Yongding 5G Application Technology Research Institute” was officially inaugurated. Research on 5G-related key technologies will be carried out to help the domestic replacement of optical communications chips. Speed up. The company stated that it will further expand its marketing services in the future, continue to dig deeper into the needs of original customers, find new areas and models of business cooperation, and seek deeper partnerships. At the same time, expand new customers on the basis of existing customers, consolidate and increase the company’s product market share, and rely on a strong customer base for horizontal expansion, actively explore downstream markets, further expand business scale, and improve the company’s overall profitability.
The Links: MG300Q2YS45 LJ64ZU51