Industry News
A certain technology: the company's CW high-power laser technology can be used in the field of CPO technology
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Author : JIUZHOU
Update time : 2023-02-24 10:20:05
The CW high-power light source of a certain technology can be used in the CPO field, and the high-power light source products are sent to many customers for sample testing. At present, more than 300 million yuan has been invested in fundraising projects, and the fabs and chip factories for various speed products have been built.
Recently, a Semiconductor Technology Co., Ltd. held a survey of investors with specific targets. Founded in 2013, the technology company is a platform-based semiconductor laser company operating under the IDM model. It is mainly engaged in the research and development, production and sales of optical chips. The downstream applications mainly include: optical fiber access, data centers, wireless communications, vehicle-mounted laser radar, Sensing field and other fields. It has a number of full-process production lines covering MOCVD epitaxial growth, grating process, optical waveguide production, metallization process, end-face coating, automated chip testing, chip high-frequency testing, reliability testing and verification, etc.
Optical fiber access field: The market demand is good, and the demand is mainly driven by the upgrade of 10G PON at home and abroad. The company's high market share in the field of optical fiber access is one of the important application areas that contribute to the company's revenue. In addition to the original 2.5G and 10G DFB products. 10G EML products will also be a new growth point.
Data center field: Since 2020, the data center business has grown very fast, mainly based on 25G DFB chips. However, our current market share is still relatively low, and there is much room for improvement.
Wireless communication field: It is closely related to the investment of operators in wireless construction. The overall demand is relatively stable. The company will further expand in terms of customers, share and products.
In the field of vehicle lidar: launched related products for transmission and reception, and formed cooperative relations with mainstream manufacturers of vehicle lidar.
The following is the communication information of this investor event:
Q: Please introduce the company's current production capacity, production capacity planning and specific production capacity allocation to product types at different rates?
Answer: Listed companies use their own funds to invest more than 300 million yuan in fundraising projects. At present, the fabs and chip factories of various speed products have been built. Production equipment arrived in the first half of last year and started debugging. The newly released production capacity can meet this year's production capacity demand. For the distribution problem, many products can be produced on the same line, so we will make some adjustments according to the order requirements.
Q: What is the current progress of the company's CPO products? If the future industrial chain is restructured, what role will the company play?
Answer: CPO is one of the packaging technology trends, and the company's CW high-power light source can be used in the CPO field. At present, we have also made great breakthroughs in high-power and large-scale products, which are not far behind overseas, almost in sync. High-power light source products are sent to many customers for sample testing. For the CPO technology trend, the company's focus is on product development and earlier integration into the ecological chain.
Q: Competing with overseas top manufacturers, what is our core competitiveness?
Answer: There is not much difference at the product level, and there is no difference in yield and reliability. The strength of overseas companies is that they have been engaged in the optical chip industry for a long time. Some have been in the optical chip industry for 20 or 30 years. In the field of optical fiber access and wireless access, we do better. We are the top supplier, the direct module customer, and the indirect equipment manufacturer all recognize the product very much. For example, 2.5G products in the field of optical fiber access have been shipped on a large scale for 7 or 8 years, and have accumulated a deep reputation. The subsequent large-scale shipments of 10G DFB and the promotion of 10G EML products are all going smoothly. In the field where we started to make efforts in the past two years, we started with small customers and gradually accumulated customer trust.
Q: What are the main highlights of the product in the next 1-3 years?
Answer: First, 10G 1577 EML products are used in the field of optical fiber access; second, 25G in data centers is the second growth point; third, higher-end products in data centers, such as 50G and 100G products, still need to go through sample delivery Testing and other links, so from next year to the next year, it is expected that the volume will continue to increase; fourth, products in the field of automotive lidar.
Q: Will the company develop from chips to modules in the future in the field of optical communications?
Answer: The company focuses on the chip segment.
Q: What is the general progress of vehicle-mounted lidar, and what are the future plans?
Answer: In-depth cooperation with customers. Now there are 1550 seed sources on the product, and we are involved in the products on the receiving end.
Recently, a Semiconductor Technology Co., Ltd. held a survey of investors with specific targets. Founded in 2013, the technology company is a platform-based semiconductor laser company operating under the IDM model. It is mainly engaged in the research and development, production and sales of optical chips. The downstream applications mainly include: optical fiber access, data centers, wireless communications, vehicle-mounted laser radar, Sensing field and other fields. It has a number of full-process production lines covering MOCVD epitaxial growth, grating process, optical waveguide production, metallization process, end-face coating, automated chip testing, chip high-frequency testing, reliability testing and verification, etc.
Optical fiber access field: The market demand is good, and the demand is mainly driven by the upgrade of 10G PON at home and abroad. The company's high market share in the field of optical fiber access is one of the important application areas that contribute to the company's revenue. In addition to the original 2.5G and 10G DFB products. 10G EML products will also be a new growth point.
Data center field: Since 2020, the data center business has grown very fast, mainly based on 25G DFB chips. However, our current market share is still relatively low, and there is much room for improvement.
Wireless communication field: It is closely related to the investment of operators in wireless construction. The overall demand is relatively stable. The company will further expand in terms of customers, share and products.
In the field of vehicle lidar: launched related products for transmission and reception, and formed cooperative relations with mainstream manufacturers of vehicle lidar.
The following is the communication information of this investor event:
Q: Please introduce the company's current production capacity, production capacity planning and specific production capacity allocation to product types at different rates?
Answer: Listed companies use their own funds to invest more than 300 million yuan in fundraising projects. At present, the fabs and chip factories of various speed products have been built. Production equipment arrived in the first half of last year and started debugging. The newly released production capacity can meet this year's production capacity demand. For the distribution problem, many products can be produced on the same line, so we will make some adjustments according to the order requirements.
Q: What is the current progress of the company's CPO products? If the future industrial chain is restructured, what role will the company play?
Answer: CPO is one of the packaging technology trends, and the company's CW high-power light source can be used in the CPO field. At present, we have also made great breakthroughs in high-power and large-scale products, which are not far behind overseas, almost in sync. High-power light source products are sent to many customers for sample testing. For the CPO technology trend, the company's focus is on product development and earlier integration into the ecological chain.
Q: Competing with overseas top manufacturers, what is our core competitiveness?
Answer: There is not much difference at the product level, and there is no difference in yield and reliability. The strength of overseas companies is that they have been engaged in the optical chip industry for a long time. Some have been in the optical chip industry for 20 or 30 years. In the field of optical fiber access and wireless access, we do better. We are the top supplier, the direct module customer, and the indirect equipment manufacturer all recognize the product very much. For example, 2.5G products in the field of optical fiber access have been shipped on a large scale for 7 or 8 years, and have accumulated a deep reputation. The subsequent large-scale shipments of 10G DFB and the promotion of 10G EML products are all going smoothly. In the field where we started to make efforts in the past two years, we started with small customers and gradually accumulated customer trust.
Q: What are the main highlights of the product in the next 1-3 years?
Answer: First, 10G 1577 EML products are used in the field of optical fiber access; second, 25G in data centers is the second growth point; third, higher-end products in data centers, such as 50G and 100G products, still need to go through sample delivery Testing and other links, so from next year to the next year, it is expected that the volume will continue to increase; fourth, products in the field of automotive lidar.
Q: Will the company develop from chips to modules in the future in the field of optical communications?
Answer: The company focuses on the chip segment.
Q: What is the general progress of vehicle-mounted lidar, and what are the future plans?
Answer: In-depth cooperation with customers. Now there are 1550 seed sources on the product, and we are involved in the products on the receiving end.
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