Recently, the national development and Reform Commission and the Ministry of industry and information technology issued the notice on the implementation plan of invigorating industrial economic operation and promoting high-quality industrial development, which mentioned that a number of new infrastructure projects were arranged in 5g, gigabit optical network and other fields.

According to the information and communication industry development plan of the 14th five year plan and the 5g application "sailing" action plan (2021-2023), it is expected that the 5g capital expenditure will continue to rise steadily from 2022 to 2023, and the number of new 5g base stations (expected to be 700000) may exceed the increment in 2021.

We believe that the construction of 5g base station will also drive the volume and price of RF front-end, PCB, optical module, optical fiber cable and other devices. Especially in the field of optical modules. With a new round of demand growth and the upgrading of optical module technology, the industry is expected to usher in a new round of innovation in 2022.

New infrastructure such as optical modules is an indispensable technical base for the meta universe

Hardware infrastructure is the technical base for the development of meta universe. On November 22, the economic daily pointed out that "for the future layout of meta universe, we should focus on both hardware and ecology to improve hardware penetration".

With the development of meta universe, the traffic demand and data transmission demand will grow rapidly. As an important part of data transmission, optical module will become an indispensable link in the construction of meta universe. The rapid development of meta universe will drive the prosperity of new infrastructure such as optical module upward.

Lightcounting predicts that the optical module market will increase from $8 billion in 2020 to $14.5 billion in 2026. Among them, the sales proportion of 400g / 800g high-speed optical modules will reach 60%.

800g coherent optical module enters the peak of deployment

As a top optical network equipment supplier, Huawei is also developing its own light-emitting module products. In 2020, Huawei took the lead in making a breakthrough in the field of 800g optical modules and adopted its own odsp chip.

The single fiber capacity of the optical module reaches 48T, which is 40% higher than the industry scheme. At the same time, it has flexible adjustment of 200g-800g rate, which can help users adapt to a variety of application scenarios. Based on Huawei channel matching algorithm, the transmission distance is 20% higher than that in the industry. Achieve smooth evolution for the next 10 years. It can be said that 800g optical module is in the leading position in terms of performance.

In 2021, heavy reading launched a leading research on the relevant optical market of 400g, 800g and above. As of the fourth quarter of 2021, two system suppliers have been able to provide 800g commercial products. At the same time, more and more operators have deployed 800g capable systems in their networks. In the survey, 12% of communication service providers (CSPs) reported that they were already deploying 800g or planned to deploy before the end of the year. We believe that 800g is expected to enter the peak of deployment in the next two years.

The competitiveness of domestic products has entered the world's advanced ranks

At present, domestic optical module enterprises have been in 10g, 25g and 40g. 100g and 400g have realized the whole product layout, among which there are many enterprises with the whole industrial chain layout, such as Guangxun technology, Huagong Zhengyuan, etc. At present, domestic enterprises have also entered the core suppliers of overseas leading manufacturers. According to the rating of lightcounting, among the top ten optical module manufacturers in the world in 2020, Chinese manufacturers accounted for 5.

In addition, domestic and foreign manufacturers have begun to layout 800g optical module products, and the launch time of new products of many domestic manufacturers is earlier than that of overseas leaders. Chinese manufacturers are expected to gain the first mover advantage in the competition of 800g generation in the future.

Statement: This article comes from the Internet