The rapid development of AIGC has promoted the demand for 800G optical modules, and the entire industrial chain involving optical components, optical modules, and optical communication equipment is expected to fully benefit. To help you choose the best partner, this article will analyze and introduce 10 companies in the optical transceiver industry chain for you.
Optical transceiver industry chain
The optical module is in the middle of the industrial chain, and the upstream industry of optical modules mainly includes PCB, optical chips, optical components and optical devices, and the downstream industry mainly involves related industries in optical communication equipment, data communication market, and telecommunications market.
Major optical modules manufacturers and suppliers: Innolight, Eoptolink, Huagong Tech, Linktel, Accelink, CIG ShangHai CO., LTD.
Upstream optical devices manufacturers and suppliers: TFC, T&S Communications, Advanced Fiber Resources, Borui Technology, Optowide Technologies.
Upstream optical chips manufacturers and suppliers: China’s high-speed PCB are expected to make breakthroughs, and it is recommended to pay attention to Yuanjie Semiconductor and Shijia Photons.
10 manufacturers and suppliers in optical transceiver industry chain
Headquarters: Shandong, China
Established time: 2005
Company website: www.zj-innolight.com
Zhongji Innolight Co., Ltd. focuses on high-end optical communication modules and devices, and its market share ranks among the top in the world. Zhongji Innolight Co., Ltd. integrates R&D, design, packaging, testing and sales of high-end optical communication transceiver modules, providing cloud data center customers with high-speed optical modules such as 100G, 200G, 400G and 800G, and providing telecom equipment business customers with 5G fronthaul, midhaul and backhaul optical modules, as well as high-end overall solutions for backbone network and core network transmission optical modules.
Zhongji Innolight is a global leader in datacom optical modules. It has a leading share of 400G and 200G products. It has obvious first-mover advantages in 800G and coherent modules, and has achieved batch delivery. The world’s major internet cloud vendors are all corporate customers, and they maintain stable cooperative relationships with North American major customers such as Meta (Facebook), Google, and Amazon.
Headquarters: Jiangsu, China
Established time: 2005
Company website: http://www.tfcsz.com
Suzhou TFC Optical Communication Co., Ltd. is a one-stop complete solution provider for optical devices. It is mainly engaged in the R&D, production and sales of optical devices in the field of optical communications.
From 3 product lines in 2008 to 13 product lines in 2021, TFC’s business scope has covered basic components, passive components and devices, ODM/OEM foundry and packaging, realizing the vertical integration of upstream and downstream.
In the high-speed optical engine and lidar device business, the optical device products supporting 200G/400G/800G optical modules have achieved mass production, and the high-speed optical engine construction project has achieved mass delivery of products. In 2020, TFC will increase 786 million yuan for “high-speed optical engine projects for 5G and data centers, mainly including high-speed optical engines for laser chips and high-speed optical engines for silicon optical chips, to achieve large-scale packaging production of high-speed optical engines.
At present, TFC is carrying out the CPO of project fixed investment, laying out the high-speed optical engine.
Headquarters: Hubei, China
Established time: 2001
Company website: www.accelink.com
Accelink Technologies Co., Ltd. is the world’s leading optical communication supplier with the layout of the whole industry chain of chips / modules / systems. It specializes in the research and development, production, sales and technical services of optoelectronic devices and subsystems. Accelink has built comprehensive solutions from chips to devices, modules and subsystems for customers such as telecom equipment integrators and telecom operators in the fields of optical transmission network, access network and data network .
At present, Accelink products cover multiple fields such as telecommunication transmission network, data communication network and broadband access network . It is also one of the few enterprises in China that can independently develop optical chips, and it is at the industry-leading level in the research and development of silicon optical chips.
Currently, Accelink mainly has three optoelectronic chip platforms: PLC (planar optical waveguide), III-V, and SiPh (silicon photonics). At the same time, the company also focuses on high-end optical modules, continues to promote the iterative development of optical chips such as 25Gb/s and 50Gb/s high-speed lasers, and detectors, and continues to conduct research on packaging technologies for optoelectronic devices such as airtight, non-airtight, and photoelectric hybrid integration.
Headquarters: Sichuan, China
Established time: 2008
Company website: www.eoptolink.com
Eoptolink Technology Inc., Ltd. is a leading manufacturer of high-speed optical modules in China. At present, its main products are point-to-point optical modules and PON optical modules. It has successfully developed more than 2,800 different types of optical module products. The application fields of the products cover data broadband, telecommunications, Fttx, data centers, security monitoring and smart grid industries. Eoptolink provides customers with customized product services and comprehensive solutions.
Eoptolink fully deploys silicon photonics and 800G optical modules, and actively expands category customers. Eoptolink acquired the Alpine silicon photonics technology platform to provide the market and customers with single-wavelength 100G optical solutions for data center connections, and at the same time provide PAM4 products to strengthen its layout in the silicon photonics field. The company’s 800G series product portfolio has been announced for participation in the exhibition, and it is expected that it will gradually enter the commercial period.
Headquarters: Shanxi, China
Established time: 2013
Company website: www.yj-semitech.com
Yuanjie Semiconductor Technology Co., Ltd. is a leading optical chip supplier in China, focusing on the R&D, design and production of high-speed semiconductor chips, and constantly developing product types. The company starts with 2.5G series chip products and continues to advance to high-end products, covering from 2.5G to 50G indium phosphide laser chips. Since its establishment, Yuanjie Semiconductor has always been committed to becoming a world-class supplier of semiconductor devices.
Yuanjie Semiconductor adopts the IDM (Integrated Device Manufacture) mode of production and masters the whole process of production technology. Circular epitaxy and other core links, to achieve product differentiation characteristics, high performance indicators, high reliability, etc., to improve product competitiveness
Yuanjie Semiconductor’s 10G and above high-speed series chips and overall revenue have grown steadily. From 2019 to 2021, the company’s revenue will increase from 80 million to 230 million.
Headquarters: Hubei, China
Established time: 1999
Company website: http://www.hgtech.com
Huagong Tech Company Limited is the world’s leading supplier of optical modules. After years of technology and product accumulation, Huagong Tech has formed the intelligent manufacturing equipment business mainly supported by laser processing technology, the optical connection and wireless connection business mainly supported by information communication technology, and the sensor business mainly supported by sensitive electronic technology The layout and industrial base are nearly 2,000 mu.
In the field of optical communication, the company develops new areas from the layout of chips, materials, technologies, processes and applications around the new generation of information and communication networks. At present, Huagong Tech is also actively promoting the application of silicon photonics technology, and now has full self-developed design capabilities from silicon photonics chips to silicon photonics modules.
Headquarters: Jiangsu, China
Established time: 2000
Company website: http://www.taclink.com
Wuxi Taclink Optoelectronics Technology Co., Ltd. is a professional supplier of optoelectronic devices with advantages in long-distance optical transmission technology . Based on the optoelectronic device industry for more than 20 years, Taclink specializes in the R&D , production and sales of optical transceiver modules, optical amplifiers and optical transmission subsystems. Its products are mainly used in key development areas such as communication trunk transmission, 5G fronthaul, 5G midhaul, data link acquisition, data center interconnection, and UHV communication protection.
At present, Taclink has achieved mass production and batch delivery of optical transceiver modules from 1.25G to 200G, and the 400G high-speed optical transceiver module products applied to the bearer network have completed testing; and the company has long been committed to long-distance optical transmission technology research and product development, maintains strong technical advantages in the fields of long-distance 5G fronthaul optical transmission subsystem, long-distance 5G mid-haul optical transceiver module, and ultra-long-distance UHV power communication system.
Headquarters: Hubei, China
Established time: 2011
Company website: www.linkteltech.com
Linktel Technologies Co., Ltd. adopts differentiated competition, focuses on long-distance wavelength division communication optical modules, and launches industry-leading 10G40 / 80kmDWDM / CWDMSFP and optical module products. Linktel focuses on the development of customers in the communication equipment manufacturing industry, releases 40G and 100G optical module series products, and builds a 10,000-level optoelectronic integrated manufacturing center, winning its market position through differentiated competition.
Since 2018, Linktel has successfully released 100G, 400G and other data communication optical module products through independent innovation, forming a pattern of simultaneous development of the telecom market and the data communication market.
The operating income in the first three quarters of 2022 has reached 618 million yuan, a year-on-year increase of 27.18%.
Headquarters: Zhejiang, China
Established time: 1993
Company website: http://www.zhaolong.com
Zhejiang Zhaolong Interconnect Technology Co., Limited is a leading enterprise in the segmented field of communication cable assemblies and connection products. Its main business is the design, manufacture and sales of data cables, special cables, and connection products. The main products include data cables of category 6 and below, data cables of category 6 and above, high-speed transmission cables, industrial digital communication cables, and cable assemblies. , wiring system.
Zhaolong Interconnect can provide a safe, stable, convenient and low-cost connection solution for the layout of 5G micro base stations. Zhaolong Interconnect has been able to produce large-scale high-speed transmission components with a transmission rate of 400Gbps and supporting high-speed transmission cables, which can meet the data transmission needs of large and even super data centers.
Headquarters: Henan, China
Established time: 2010
Company website: http://www.sjphotons.com
Henan Shijia Photons Technology Co., Ltd. focuses on the optical communication industry, and its main business covers optical chips and devices, indoor optical cables, and cable materials. Shijia Photons is one of the few manufacturers that can supply datacom AWG chips in batches. It has achieved mass production of 200GAWG , and the 2.5G/10GDFB chips developed and produced by the company have passed customer certification.
Shijia Photons has strong research and development capabilities, and has both passive and active IDM capabilities. It has developed passive PLC splitters, AWG, microlenses, VOA, and active 2.5G, 10G, 25G, and CWDFB chip products. The core advantage of Shijia Photons is that it has the process capability of the whole process, and can quickly develop and invest new passive and active products.
Optical modules are mainly packaged by optoelectronic devices TOSA/ROSA, functional circuits and optoelectronic interface components. The optical transceiver component TOSA/ROSA is the core part of the optical module, that is, the optical receiving module and the optical transmit ting module.