Optical devices and chips is optical communication enterprise competitiveness at the core of technology, especially in optical communications for the chip. But at the chip level are still largely dependent on foreign chip manufacturers...
Public data shows that optical communication chip market is growing by 4% in 2015, the compound annual growth rate of 8% in the next five years, until 2018, when the light chip encapsulation device market will reach $10.5 billion. Optical transmission market is still the biggest market, data center market growth, with compound annual growth rate of 22% growth, will amount to $4.5 billion, 2018, in addition, optical access market demand leveled off, annual demand remain at $1 billion.
Optical devices and chips is optical communication enterprise competitiveness at the core of technology, especially in optical communications for the chip. Optical devices and chips enterprise in our country and the overall strength is weak, the product mainly concentrated in the field of mid-range, in more than 10 g rate of 100 g optical module and active components, and other areas of the high-end also became a breakthrough. For example, the sol, photoelectric 100 gb/s QSFP28 transceiver module of performance and cost advantage, easy to float in the sky 100 gqsfp28 light module is developed, 100 GCFP - formal commercial LR4 light module.
But at the chip level are still largely dependent on foreign chip manufacturers. As mergers and acquisitions, mergers and acquisitions in hold the international manufacturers once tightening supply chip, could give no core chip technology of domestic components, modules, the manufacturer carries some risk that the components out of stock, there is no doubt that the domestic independent chip r&d advance will help reduce the risk.
In the domestic optical communication industry is a group of companies with independent research and development ability. For example haisi huawei, zte, hisense, such as communication, optimal dispatch of xiamen. Optical communications technology is the only domestic production under 10 g of DFB, APD chip factory, also is domestic only has the independent research and development all series PLC chip and scale production manufacturers. Optical communications technology has the ability to ship 80 million chip/year. The chip rate of around 95%, but the chip is mostly low-end produced, high-end chip are trying to break through. High-end chip in the application of cloud computing, data center demand continues to grow, gradually into the standard 100 g. Domestic, huawei haisi have mastered 100 g optical module chip technology. Optical communications recently launched 120 g CXP modules and 100 g QSFP28 SR4 module. Soon, the independent research and development of 10 g VCSEL array chip will also be used in this kind of product, this is the first time in the domestic implementation rate of 100 g optical module chip localization.
It is worth mentioning, at present, has developed core optoelectronic photonic integrated chip has entered the testing phase, will be widely used in light after the production of electronic information industry. By our independent research and development of photonic integrated chip, is regarded as the traditional integrated circuit "overtaking corner", promote the development of our country in the field of optoelectronic integrated circuit.
Communication within or between the chip transmission through silicon photonics instead of electrons, to achieve higher transmission rate. Currently holds the silicon photonics manufacturers abroad advanced technology, domestic manufacturers to keep follow up.
IBM research announced last year, for the first time to complete the design and testing of fully integrated wavelength multiplexing silicon photonic chip, and can be used to quickly in the production of 100 gb/s optical transceiver, the future will be able to make data center has higher data transmission rate and bandwidth, in response to the application of cloud computing and big data requirements.
Silicon photonics technology using a small element transmit light pulses of light, can be in the server, large data centers and super computer chip with extremely high rate transmission between a large number of data, the breakthrough data traffic congestion and the limitation of the traditional expensive network interconnection technology, greatly reduced in the system and data transmission between the computing element bottlenecks, improve response time. IBM breakthrough development is used below the 100 nm semiconductor technology, integrated optical components on a single chip and electronic circuits.
Huawei has acquired in earlier Belgium Caliopa silicon photonics company, bought the CIP photonic integrated companies. And the key to light the newsletter in silicon photonics technology and practical exploration on the active layout, with its comprehensive strength increased, and the support of national integrated circuit industry, will accelerate the silicon photonics project.
In wireless communication ways, 6 g / 10 g optical module is 4 g base stations and the core parts in 4 g transmission equipment, the base station transmission main for under 6 g and the optical module, transmission between base stations mainly adopts 10 g optical module. The development of wireless communication is bound to bring new growth engine for light module industry.
The domestic market, optical communications technology in 4 g LTE part accounted for 60% share. With the acceleration of development of 5 g, light newsletter that 25 g of photoelectric chip will become mainstream in the future. It is 10 g era and one step closer, 10 g is the basic configuration of the future. 5 gb of data transfer speed is expected to is 40 times the size of 4 g, 5 g optical module demand will be far more than the demand of 4 g.
Insiders predict Chinese operators in 4 g, 2016 fixed-line broadband competition heats up, at the same time, the wireless network, access network investment will exceed expectations, optical communication investment will be more than 30% year-on-year. Recently released China unicom LTE FDD three phase acquisition tender announcement, the scale of procurement for 469000 stations, 4 g competition into a higher tide to operators.
According to the forecast, we will soon see 5 g in the 2018 Olympic winter games in South Korea and Japan in 2020 summer Olympics will demonstrate the two events. With the advent of 5 g communication, 5 g for optical communication manufacturers will be more broad market space.
