If the optical module is the heart of the optical communication network, the photoelectric chip is the heart of the optical module, and the photoelectric chip is in the high profit position of the industrial chain, with natural advantages! For example, the photoelectric chip accounts for 30% - 50% of the low-end optical module, and 50% - 70% of the high-end optical module; according to the 50% of the cost of the photoelectric chip, the demand of the optical communication credit photoelectric chip will reach 8 billion US dollars in 2024.
Domestic optical communication chips face challenges. In terms of application, there are many 5g forward transmission standards, which have not been unified yet. There are many chips that need to provide support. The resource investment required by optical communication chips is very large, which will form a great burden. The demand of optical module manufacturers for chip manufacturers, such as performance, reliability, price and supply capacity, among which the middle and low-end chips pay more attention to price and supply capacity, and the high-end chips pay more attention to performance, which are very testing the research and development and production capacity of chip enterprises.
The construction of 5g, data center and access network, and the influence of Sino US trade war are good opportunities for the development of domestic optoelectronic chips. The three major fields of communication market put forward new technical requirements for photoelectric chips, especially for high-end chips. The development trend of optical module technology also puts forward new challenges, opportunities and challenges for optoelectronic chips. Domestic chip companies will be able to catch up and occupy a place.
