The three major operators have increased the capital expenditure of 5g construction this year. 5g network construction will enter a high-speed development period from 2020, in which wireless network and bearer network will usher in the intergenerational upgrading of technology, and the optical module will also usher in the demand of replacement.
In the base station of wireless network, the front transmission optical module will be upgraded from 10g to 25g. In the back transmission demand of the carrier network, the man will be upgraded from 10g / 40g to 100g, and the backbone network will be upgraded from 100g to 400g.
In 5g era, 25g optical module will become the mainstream front light module. At present, 25g optical module has two main optical chips: 25g optical chip and 10g optical chip. Compared with 10G Optical chip, 25g optical chip has the characteristics of high reliability and stability, but its mass production process requires high requirements, and its supply channel is mainly overseas. 10g optical chip has a relatively mature supply chain. 25g optical chip is expected to achieve capacity improvement and cost reduction in 2020. The cost advantage of 10G over frequency scheme may be gradually reduced, and the performance of 25g chip will be better, which is also a very important change. The requirement of 100g optical module is improved, and the scale foundation for the subsequent 400g optical module is laid.
Compared with 4G era, 5g wireless optical module will occupy a more important position in the whole optical module market. The characteristics of 5g wireless communication, such as high bandwidth, low delay and large connection, put forward higher requirements for the function and performance of optical module. The uplink cycle of optical modules has been started. From the overall perspective of the industrial chain, the weak link of domestic enterprises is still the upstream chip field, which is also the focus of local enterprises in the future
