Backed by the Chinese Academy of Sciences, can Shijia photonics take the lead in global optical communication chips?

From the beacon fire to the Internet era, the communication means of human beings have been innovated with the explosive growth of information and data for thousands of years. Optical communication technology, with its advantages of large transmission capacity, long relay distance, good security performance and relatively low cost, has become an indispensable modern communication tool in the world. < / P > < p > the transmission process of optical communication is called “photoelectric conversion”. The transmitter converts the electrical signal into optical signal and transmits it through optical fiber, and then the receiver converts it into electrical signal, which is finally converted into information after modulation and demodulation. Optical chip plays the role of photoelectric signal conversion, is the core of photoelectric technology products, in the pyramid of optical communication technology. With the rapid development of 5g network technology, the capacity and speed of information transmission are related to the national economy and people’s livelihood. Therefore, optical communication industry has become an important area of strategic layout of various countries. Who can take the lead in the optical chip technology breakthrough, who can seize the “commanding height” of the optical communication industry chain. < / P > < p > at present, domestic enterprises rely heavily on the import of high-end chips and purchase chips and whole system. Few enterprises independently produce optical communication chips. Due to the need for deep technology accumulation and long R & D and production cycle, optical communication chip technology has become the weakness of China’s optical communication industry. < p > < p > Shijia photonics is “core-based”, and its domestic optical communication chips have been widely used in backbone networks and metropolitan area networks, and have entered multiple scenarios such as fiber to home, data center, 4G / 5G construction, etc. In cooperation with the Institute of semiconductors of the Chinese Academy of Sciences, can Shijia photonics achieve a technological breakthrough and seize the opportunity of the world’s optical communication industry? < p > < p > 4G network construction and popularization of optical fiber access have gradually reached saturation in China: by the end of 2019, the number of 4G users of the three major telecom operators was 1.28 billion, accounting for more than 80% of the total number of mobile phone users; the total number of fixed broadband access users reached 433 million, of which optical fiber access users accounted for 91%, ranking first in the world. The demand of optical communication industry will slow down. With the advent of 5g commercial tide, the demand of optical communication market will be driven by larger data flow and higher speed requirements. The large-scale construction of 5g base station may bring more than 2 billion US dollars of optical chip market space, which is 2.8 times of 4G era. New opportunities for the development of optical communication industry are emerging. < / P > < p > in terms of the number of base stations, due to the rise of 5g frequency spectrum, the attenuation of signal penetrating buildings is larger, so the density of station construction will be higher than that of 4G base station. It is estimated that 5.814 million 5g base stations will be built in China in the next five years, with a density of 1.36 times that of 4G base stations. By 2025, the penetration rate of 5g users in China will rise to 50%. < / P > < p > from the perspective of base station architecture, 5g base station has one more intermediate transmission link compared with 4G base station, which evolves from “forward return” to “forward medium transfer back”, and the connection required for architecture upgrade is significantly increased. Driven by the new round of 5g, 5g related optical equipment, optical modules, optical devices and optical fiber connectors in the optical communication industry are expected to have large market construction space. The transmission rate optimization brought by 5g technology also benefits the data center. At present, the large data center is no longer just one or several computer rooms, but a group of data center clusters. It is an important platform for enterprises and institutions to manage it infrastructure and application. Large Internet enterprises in North America and China, such as Google, apple, Alibaba and Tencent, have all accelerated the layout of data centers. In 2017, American enterprises have invested $51 billion in data center construction, and the Chinese government, financial institutions and telecom operators are also increasing investment in this field. It is estimated that there will be 600 large-scale data centers in the world by 2020. < / P > < p > the burst of data traffic leads to the change of network structure, and the demand for optical devices and fiber connectors is greatly increased for data center interconnection and internal interconnection. In terms of performance improvement and cost control, optical devices rely on optical chips to a great extent. Especially in the high-end devices, the cost of optical chips accounts for more than 50%. Shijia photonics, which is deeply engaged in the research and development of optical chip technology, is expected to achieve a substantial increase in the shipment and sales volume under the new opportunities of optical communication industry brought by 5g technology. < / P > < p > optical chip is in the core position of the upstream of optical communication industry chain, and its importance is increasingly prominent. China’s foreign trade frictions are frequent, and the dependence on optical chip imports will form a greater industrial security risk. What competitive advantages have Shijia photonics obtained by cooperating with the Institute of semiconductors of Chinese Academy of Sciences for a long time? < / P > < p > R & D and production of optical chips belong to capital, technology and talent intensive industries. Shijia photonics adopts the “institute enterprise cooperation” mode held by the Chinese Academy of Sciences to ensure the stability and professionalism of the R & D team. < p > < p > Shijia photonics has adopted equity incentive policy on 10 expert consultants of Chinese Academy of Sciences, and the proportion of expert shares has reached 4.1%. In addition, two expert consultants are senior executives. Since 2010, the long-term R & D mode of institute enterprise cooperation for 10 years has created a strong scientific research team of Shijia photonics, successfully avoiding the brain drain of core technology. < / P > < p > relying on the R & D team of Chinese Academy of Sciences, Shijia photonic product structure is unique. Domestic companies in the same industry mostly cut in from the middle reaches of the industrial chain, and purchase chips globally and gradually carry out acquisition business. The hidden danger of “core shortage” always exists. In particular, in the field of medium and high-end optical chips, only a few manufacturers such as lucent technology, Hisense, Huawei and Fiberhome can produce them. The overall supply is limited and the market share is less than 1%. It relies heavily on American and Japanese companies such as Broadcom and Mitsubishi. < p > < p > Shijia photonics insists on starting from optical chip technology, striving to create its own competitive advantage in the upstream high barrier area of the industrial chain, and realize localization and import substitution. In the past three years, SJA has increased investment in research and development of two new products, AWG chip and DFB laser chip, so that it can be used in the construction of 5g network and data center. From 2017 to the third quarter of 2019, the R & D cost rates of Shijia photonics were 10.14%, 9.43% and 10.91%, respectively, which were nearly double the average level of the same industry. In addition, the “institute enterprise cooperation” mode is conducive to Shijia photonics to grasp the industrial strategic direction, understand the advanced scientific and technological progress, and accelerate the implementation of optical communication scientific research achievements. Shijia photonics is one of the few enterprises with integrated circuit design qualification in the industry. It has set up joint laboratories in many countries and independently undertaken or participated in a series of national scientific research projects. In the optical cable business, it takes the lead in the formulation of industry standards, and has a certain authoritative position in the industry. Up to now, Shijia photonics has obtained 107 patent technologies and won many awards for scientific progress in Henan Province and the state. The “institute enterprise cooperation” mode has achieved remarkable results, significantly improving its independent R & D strength. < / P > < p > the independent R & D capability of Shijia photonics comes from the mode of “institute enterprise cooperation” and the R & D investment more than that of peers. With the mass production of its products, the domestic and foreign businesses have shown a good expansion trend, and the performance is good for a long time. < / P > < p > in the domestic market, Shijia photonics has strengthened business cooperation with well-known customers such as AVIC optoelectronics, Taiping communications, Tyco Electronics, convergency technology, and boroway. One of its main products, “PLC splitter chip”, is mainly used in fiber into the home. In terms of market share, it meets nearly half of the demand of the three major telecom operators, namely, China Mobile, telecom and Unicom. < / P > < p > with the output of new products such as AWG chip and DFB laser chip, SJA photonics will actively expand new customers in data center, 5g network construction and other fields. < / P > < p > in the overseas market, SJ photonics has set up subsidiaries in the United States, acquired hutongcheng and strengthened overseas market promotion. It has successively opened up famous customers such as Intel, AOI and solstice, and introduced new products AWG series chips. Its overseas main business income increased rapidly, from 13.3934 million yuan in 2017 to 90.9726 million yuan in 2019, accounting for 17% of the main business income from 2.83%. < p > < p > taking IDM operation mode, Shijia photonics integrates multiple industrial links such as chip design, manufacturing, packaging and testing. It can integrate technology and product resources, give full play to the collaborative advantages of various links, and help to meet the customized needs of customers and develop new customers. As the most important means of data transmission, optical communication technology will play an important role in the process of global industrial digitization and information upgrading. Optical communication chip, which is at the core of the industrial chain, has become a strategic industry supported by China. In the 13th five year plan, it has been clearly proposed to promote the breakthrough of optoelectronic chip technology. < / P > < p > in the face of new industrial opportunities and market competition at home and abroad, Shijia photonics adopts the “institute enterprise cooperation” mode, relying on the scientific research team of the Institute of semiconductors of the Chinese Academy of Sciences, focusing on the independent research and development of optical communication chip technology, which meets the current development needs of China’s optical communication industry. < / P > < p > after the financing of the science and technology innovation board, the scale and financial strength of Shijia photonics will go up to a higher level, and its production capacity, scientific research level and industry influence will be greatly improved. Its R & D investment may take the lead in realizing the breakthrough of optical chip technology, which is expected to become the “leader” in this field. Continue ReadingXiaomi new machine real machine exposure center dig hole screen design or high color thousand yuan machine

Author: zmhuaxia