Analysis On The Industrial Chain Of Optical Communication Device Industry
Oct 20, 2022| Optical modules are the main finished products in the optical communication device industry.
With the continuous expansion of the digital economy and the optical fiber home scene, the downstream demand for optical communication device products is getting higher and higher. In addition, with the growth of traffic and technology upgrading, the requirements for the speed of mid stream finished optical modules in various scenarios are increasing. The speed of optical module products is increasing significantly, and the iteration is also accelerating. In order to meet the growing demand for optical communication devices, China has gradually formed a perfect optical module industry chain system.
At present, the upstream of the optical communication device industry is mainly manufacturers of GaAs devices, PCBs, structural parts and other components, as well as suppliers of optical chip packaging and testing equipment; The midstream mainly refers to the manufacturing process of optical module products; The downstream is mainly communication equipment manufacturers. Optical communication devices are mainly used in the telecommunications market, data communication market and access network market.
The core participants in the optical communication device industry chain are mainly the upstream component manufacturers, the midstream optical communication device manufacturers, and the downstream communication equipment manufacturers and operators. Among them, the upstream PCB manufacturers are mainly represented by Dongshan Precision and Shennan Circuit, and GaAs devices are mainly San'an Optoelectronics and Haite Hi Tech; Zhongyou optical chip manufacturers are mainly represented by Shijia Photonics and Huagong Technology, optical device manufacturers are mainly represented by Tengjing Technology and Taichenguang, and optical module manufacturers are mainly represented by Xinyisheng, Zhongji Xuchuang and Guangxun Technology; The downstream communication equipment manufacturers are mainly represented by Huawei and ZTE, and the communication operators mainly include China Mobile, China Unicom and China Telecom.