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Optical communication devices: the core link of the data center, the volume and price increase space is broad
In 2001, China joined the WTO, and overseas optical device manufacturers began to transfer the production of optical components to China. Since then, domestic enterprises have begun independent innovation, and a number of optical device manufacturers have emerged in China.
In the past decade, China's local optical module manufacturers have performed well in international competition by virtue of their low-cost advantages.
At present, AIGC applications drive 400G/800G high-rate optical modules to accelerate penetration in AI servers, and the volume and price of optical communication devices are rising.
As optoelectronics and cloud computing technologies continue to mature, more terminal applications continue to emerge, and put higher requirements on communication technology.
Benefiting from data center and telecom two-wheel drive, according to LightCounting, the global optical module market size is expected to exceed $20 billion in 2027, with a CAGR of 11% in 22-27.
In the long term, the demand for new technological innovations such as 800G, silicon optical modules, CPO technology, and coherent optical modules will promote the continuous growth of the optical communication industry.
Optical communication devices Industry Overview
Optical communication devices mainly refer to optoelectronic devices with various functions made of photoelectric conversion effect used in the field of optical communication, and their performance dominates the upgrading of optical communication networks.
Optical devices are located in the middle of the optical communication industry chain, the upstream includes optical chips, electrical chips, optical components, etc., the downstream of the industry chain is optical communication equipment manufacturers, and the end customers are traditional customers including large operators in the 2B telecommunications market and cloud computing giants in the data market.
Optical communication devices can be divided into four categories: chip, optical active device, optical passive device, optical module and subsystem.
The optical active device is the key device that converts the electrical signal into the optical signal or the optical signal into the electrical signal in the optical communication system, and is the heart of the optical transmission system.
According to the "China Optoelectronic Device Industry Development Roadmap (2018-2022)", the output value of active optical transceiver luminescence modules occupies the largest share in optical communication devices, about 65%.
The optical passive device is a device that consumes a certain amount of energy and has a certain function in the optical communication system without the optical-electrical or electric-optical conversion function, and is the joint of the optical transmission system.
In recent years, the global passive optical device industry has begun to transfer to China, and China has become an important optical device sales market in the world.
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