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Prospects for the Development of Optical Chips

Abstract: Optical transceiver modules dominate the upgrading of optical communication networks and play a crucial role in the optical communication industry. Optical devices are the heart of optical transceiver modules and have extremely high technology barriers. In order to accelerate the localization process of Chinese optical chips and fill the gap in the production and manufacturing of high-end optical communication chips, high-end optical chip products will develop rapidly with the help of various aspects, and the market prospects of optical communication chips are unlimited!


As a responsible and reliable optical module manufacturer, we believe that optical transceiver modules are optoelectronic devices for optical-electric and electric-optical conversion. Optical transceiver modules are key nodes in the middle of the optical communication industry chain, which are the core devices for optoelectric conversion, responsible for the generation, modulation, and detection of optical signals. They dominate the upgrading of optical communication networks and play a crucial role in different subdivision markets such as access terminals and transmission ends. 400g optical module is popular in the market.


Optical transceiver modules consist of optical devices, circuit chips, PCBs, and structural components. Among them, optical devices are the most expensive part, and optical chips are the most expensive component of optical devices, and are also the "heart" of optical transceiver modules with extremely high technology barriers. The higher the rate of optical chips in optical transceiver modules, the higher the cost. The chip cost accounts for 30% in low-end optical transceiver modules, 40% in mid-range optical transceiver modules, and reaches about 50% in high-end optical transceiver modules.


Currently, only a few companies in our country can mass-produce low-end 10G optical chips, while the production capacity of 25G and above optical chips is still increasing. The higher the technology barriers in the field of optical transceiver module, the more dependent our country is on import for high-end optical chips. Judging from the development trend of China's optical chip industry and the changes in the market scale of optical chips in recent years, China's optical chip industry will still develop rapidly in the next five years. Although the low-end optical chip market competition is fierce, the industry prospects are positive, policy support is strong, and there will still be a large number of companies entering the industry. With the increasing effect of the leading enterprises in the optical transceiver module industry, the domestic replacement rate of high-end optical chips in our country will steadily improve. We can offer a reasonable 400g optical transceiver price.


Under the national strategy of building a strong network and the promotion of China Made 2025, the country attaches greater importance to the chip industry than ever before. The next mission of China's communication industry is to use 5G to realize industrial upgrading. In order to accelerate the localization process of Chinese optical chips and fill the gap in the production and manufacturing of high-end optical communication chips, high-end optical chip products will develop rapidly with the help of various aspects, and the market prospects of optical communication chips are unlimited!

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