With the emphasis on accelerating product upgrading to promote high-quality development at the fourth meeting of the ** Financial and Economic Committee, China is about to usher in a new upsurge of equipment renewal and consumer goods trade-in. This major policy orientation will not only effectively promote investment and consumption, but also have a far-reaching impact on the quality and level of the national economy.
In this context, the domestic telecommunications field has also ushered in a major upgrade. Recently, China's three major telecom operators are actively promoting the upgrading of communication chips, targeting a higher rate of 25G PHY products. This move indicates that domestic Ethernet physical layer chip manufacturers will enter a new stage of development, and also provides a rare market opportunity for chip manufacturers with independent intellectual property rights.
Yutai Microelectronics, as one of the very few Ethernet physical layer chip manufacturers in Chinese mainland with independent intellectual property rights and large-scale sales, is standing on this outlet. 2The YT8821 series of 5G Ethernet physical layer chips not only has completely independent intellectual property rights, but also shows excellent competitiveness in technology.
This series of chips supports 2The 5GBASE-T and 1000BASE-T protocols are compatible with multiple rates, and use advanced high-speed DSP technology and analog front-end (AFE) technology to provide stable and efficient support for transmitting and receiving Ethernet packets.
YT8821 series in 2The transmission distance in 5G mode is more than 140 meters, which fully meets the needs of communication applications such as enterprises and homes, and provides a smoother and more stable network experience for all kinds of users. With the upgrading of operators' centralized procurement equipment, from gigabit PHY to 2The transformation of 5GPHY will become a trend, and Yutai Microelectronics' products will undoubtedly play an important role in this change.
2023 Yutai Microelectronics 25GPHY's revenue is expected to reach the 10 million level, and this number is expected to grow even more in 2024. Driven by market demand and policy dividends, Yutai Microelectronics is expected to further expand its market share, enhance its position in the industry, and become an important force leading the development of the domestic Ethernet physical layer chip industry.