At present, the optical module market is very popular. The main reason is mentioned earlier, because 5g and data center.

   In the whole 5g network construction, there are two most expensive places, one is the base station, and the other is the optical bearer network. In the optical bearing network, the water content of optical fiber is not much, but the optical module is relatively large.

       In the optical module, the most expensive is the chip. Lasers and light detectors account for more than half of the cost.

The current situation of chips is that foreign manufacturers have an advantage in high-end chips and domestic manufacturers have an advantage in medium and low-end chips. However, domestic manufacturers are constantly making breakthroughs in the high-end market. It is obvious that the profit margin of high-end chips is higher than that of low-end chips.

On the whole, there are more than 1000 optical communication enterprises in China, but the profit margin is very low. Moreover, in the industrial chain pattern, in the face of equipment manufacturers (Huawei and ZTE), optical communication enterprises are also relatively "humble" and have little bargaining power.

There is fierce competition in the industry. New products and high-end products have more profits, but over time, the profits will shrink.

Statement: This article comes from the Internet