Domestic enterprises have mastered the core technologies of 2.5G and -below -burglarized laser chips at this stage.
A laser is a device that can emit a laser and is the core component of laser equipment. The laser chip is mainly used for transmitting signals and converting the electrical signal into a light signal. Laser chip is an integral part of optoelectronic devices and an essential classification of semiconductors. Its technology represents the cutting-edge research field of modern optoelectronic and microelectronics technology. Its development has a significant impact on the optoelectronic industry and electronic information industry.
The technology research and development of laser chips began in the 1960s. With the development of domestic laser-related industries, the domestic laser chip industry has entered a large-scale commercial stage. Since 2020, domestic laser chips have been improved through structural design, component integration, and production technology. Standard EML laser chips, DFB laser chips, VCSEL laser chips, and other products have been widely used in medical, consumer electronics, laser radar, and other fields.
According to the "2023-2028 China Laser chip industry market in-depth research and development prospects for development and development prospects" released by Xinshijie, since 2017, the China Electronic Component Industry Association released the "China Optical Electrical Device Industry Technology Development Road Map," which is clear that 2022 is 2022 The localization rate of the DFB laser chip is more than 60%at 25g and above. Thanks to the government's strong support for the optical module and the optical chip industry, the advantages of domestic-related enterprises in terms of technology, costs, and markets are becoming increasingly prominent—a group of well-known global laser chip companies, such as Guangxun Technology.
In addition, with the rapid development of China's Cloud Computing, Double Gigabit Fiber, 5G, and other industries, the application scenarios such as optical fiber access, 4G/5G network, data center, and different application scenarios are all in the critical period of rate upgrades and product iteration. The market for high-speed laser chips above has overgrown. At this stage, domestic companies have mastered the core technologies of 2.5G and below-rate laser chips; however, the technical reserves of high-speed laser chips at 25G and above high-speed laser chips still need to be stronger, and the domestication rate is relatively low. In the next few years, it will become the focus of the development of domestic enterprises.
Analysts in Xinshijie Industry said that with the sustainable development of the Chinese laser chip industry, its application in consumer electronics, communication, and automobiles will be expanded. Taking the automotive field as an example, the development trend of the automotive industry is electrification; intelligent and high-level auxiliary driving technologies will gradually be applied, while laser chips, as the core components of automotive laser radar, their application scale will increase. Especially for laser chips based on gallium arsenide and phosphorized crickets have been used in new energy vehicles such as Weilai and Xiaopeng. The laser chip market has excellent development potential.
