Upstream: optical chips, optical devices, and filters.
Optical chips: Yuanjie Technology, Huaxi shares.
Optical devices: Tianfu Communication, Borche Technology, Taichen Light, Tengjing Technology, Optical Library Technology
Filter: Dongtian Micro.
Micro TEC (Heat Dissipation): Fuxin Technology.
Lithium niobate modulation device: optical library technology.
Midstream: optical module production and packaging.
Related companies: Zhongji Innolight, Xinyisheng, Guangxun Technology, Huagong Technology, Cambridge Technology, Liante Technology.
Ceramic shell: China Porcelain Electronics.
Downstream: cloud computing vendors.
Related companies: Nvidia, Amazon, Microsoft, Google, Meta
1.In terms of 6T optical modules:
Zhongji Innolight: 1The 6T product has been released last year, and it is expected that large AI customers will start purchasing and deploying 16T optical module.
Huagong Technology: August 2023 news, company 1The 6T optical module is still in the research and development stage, which can match the customer's progress and sample delivery window.
Xin Yisheng: In November 2023, it was reported that the company has launched a related 16T optical transceiver products.
Accelink: September 2023 news, 2033, 1The 6T optical module is currently in the stage of sample delivery and customer verification.
Cambridge Technology: January 2024 news, the first generation 16T optical module products will be live demo (live demonstration) at the OFC exhibition in 2024, and are expected to be shipped in small batches in the second half of the year.
Tianfu Communication: The performance has increased significantly, with year-on-year and quarter-on-quarter growth in the fourth quarter, and the net profit growth in the fourth quarter is between 89% and 153%.
Xin Yisheng: Although the net profit in 2023 is 6900 million yuan, down 2357%, but the revenue and net profit in the fourth quarter increased significantly year-on-year and sequentially, and the net profit in the fourth quarter was 2900 million, an increase of 85% year-on-year, indicating that 800G optical modules have been increased.
Robotec: On February 28, it received a reply from the Shenzhen Stock Exchange agreeing to resume the review of Ficontec's acquisition transaction and re-acquire Ficontec. As of January 31, 2024, Ficontec's orders in hand amounted to approximately 57.65 million euros, of which Nvidia's orders were approximately 1,007640,000 euros. 3. Ficontec, a shareholding company, has cooperated with most of the leading companies in the field of silicon-based optoelectronics.
Jufei Optoelectronics: On March 1, it said on the investor interactive platform that the company's high-speed optical module packaging business can be used for the construction of large-scale data centers.
China Porcelain Electronics: In an interview on March 4, it was said that the company has a variety of 1The ceramic products supporting the 6T optical module are in the stage of user sample delivery, and the performance has been verified by the customer and is in the stage of small batch delivery.
Benchuan Intelligence: On March 5, it said on the investor interactive platform that the company's optical module application products are currently in the stage of small batch delivery, and this part of the products accounts for a small proportion of revenue, but the order volume continues to increase. The company will continue to promote the technical reserve and R&D of optical module applications, continuously improve the process capacity, and accelerate the introduction and mass production of relevant customers to better respond to changes in market demand.
Huiyuan Communication: On February 26, the record of investor relations activities was disclosed, saying that the company's optical modules are mainly used for optical communication transmission in the field of industrial automation, and are currently in the early stage of small-scale sales in the market in the research and development stage, and are gradually improving the technical indicators and quality stability of products.
Mingpu Optomagnetic: 800G optical module silicon photonics solution is under development. The company's key R&D project "silicon photonics integration project" is in the development stage, and it intends to achieve the industry-leading goal and improve the company's technical level by exploring new technology directions.
Yuanjie Technology: In the field of optical communication, the main products include 25G, 10G, 25G, 50G, 100G optical chip products and high-power silicon light source products. In terms of CW light source products, early 50MW high-power silicon photonic laser products have been sold.
Mingpu Optomagnetic: On February 28, it said on the interactive platform that the company's 800G optical module is still under research and development as a whole. Against 16T optical module, the company has started the feasibility study, currently 1The R&D of 6T is still in its early stages, and there is a risk that the R&D cycle will be too long.
Heforging Intelligence: On February 27, it said on the investor interactive platform that Hefei Huizhi's main products are the core structural parts of optical modules, and the company holds Hefei Huizhi 2718% stake.
Huiyuan Communication: On February 27, the reception survey said that the company's optical module business is in the research and development stage and is in the early stage of small-scale sales to the market.
Tiantong shares: The thin-film lithium niobate modulator has both high speed and low energy consumption, which is already 1The core component of a 6T optical module. Tiantong Co., Ltd. is one of the few enterprises in China that has mastered the complete set of technology and technology of large-size lithium niobate wafers.
Xingsen Technology: On February 21, it said on the investor interactive platform that the company's PCB for 800G optical modules has been stably supplied, and the company's optical module business accounts for a relatively small proportion. The Zhuhai FCBGA packaging substrate project is progressing in an orderly manner as planned.
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The above is only a personal opinion, not investment advice, ** risky, investment needs to be cautious.