With the exponential growth of data traffic, with the advantages of high transmission bandwidth, strong anti-interference, and reduced long-distance attenuation, optical fibers have gradually replaced traditional copper cables as the mainstream transmission medium for network communications. Driven by the two-wheel drive of 5G construction entering a hot period and the need for data center expansion, my country’s optical communication industry chain is facing cyclical development opportunities. my country’s optical module manufacturers lead the world in terms of packaging cost and technology, and are expected to grasp the upgrade process from 25G/100G to 400G to expand market share. At the same time, upstream optical chip manufacturers will also develop and grow under the wave of localized semiconductor substitution.
Introduction to Optical Communication
Optical communication is a communication method that uses light as a carrier for information transmission. Compared with traditional copper cable communication, optical communication shows obvious advantages in terms of bandwidth, speed, anti-interference, anti-corrosion, volume and weight. With the continuous maturity of optical communication technology and the gradual reduction of the overall cost, “optical advance and copper retreat” has become the main trend of the communications industry in recent years, and optical communications have been widely used in the telecommunications market and data centers.
To simplify, an optical communication system consists of two parts: optical communication equipment and transmission fiber. Optical fiber is the transmission path of light, and optical module is generally configured in optical communication equipment, which is the core to complete the photoelectric conversion function, and usually integrates the function of collecting and emitting signal.
Telecom market: 5G construction has entered a hot period, and the fronthaul will be fully upgraded to 25G
Optical communication is mainly used in transmission bearer network, fixed network access network and wireless access network in the telecommunication market. In the 5G era, in order to realize functions such as flexible scheduling, networking protection, and convenient performance guarantees such as large bandwidth and low latency, the communication network architecture has evolved from two-level to three-level. The rate of optical transmission modules needs to be upgraded. Therefore, the number of optical modules required for 5G construction has increased sharply, and optical communication chips have been upgraded from 10G to 25G.