China List of core concept stocks of optical modules

The global market scale of optical modules has increased, and the domestic share has continued to increase. Among the top 10 global optical module enterprises in 2021, Zhongji Xuchuang TOP2, Huawei Hisense TOP3, Hisense Broadband TOP5, Guangxun Technology TOP6, Huagong Zhengyuan TOP7, and Xinyisheng TOP8, Zhongji Xuchuang ranks first in the domestic market. Optical module revenue reached about 7.3 billion yuan, followed by Light fast Technology, Huagong Technology, New Yisheng, Bochuang Technology and Cambridge Technology # optical module # # Cambridge technology # # Zhongji Xuchuang #

The high bandwidth of 5G network, the massive data of cloud computing, and the high computing power required by AI intelligence promote each other, greatly promoting the generation and flow of data, optical modules are mainly used in the telecommunications market and data communication market, and the data center optical module market is expected to reach more than 50 billion yuan in 2025, and the lidar industry is developing rapidly. Bring new opportunities to optical module companies. The long-term accumulation of LiDAR and optical module industry chain companies in the optical field has something in common, and the technology platform and production line have a certain degree of reuse [Tianfu Communication, Zhongji Xuchuang, Optical Library Technology]

First, the optical module market performance:

(1) The market value of 9 shares 2023 has doubled, Cambridge Technology, Liante Technology, Xinyi Sheng, Zhongji Xuchuang, Tianfu Communication, Taichenguang, Yuanjie Technology, Bochuang Technology, Huagong Technology

(2) 7 shares 2022 annual report shows that the performance doubled [net profit increased by more than 100% year-on-year], Zhongtian Technology, Ming Pu Optical Magnetic, Cambridge Technology, Taichen Light, Yongding Shares, Risconda, and special information

(3) 10 shares 2022 net profit of more than 500 million, Zhongtian Technology, Unigroup shares, Shengyi Technology, Zhongji Xuchuang, Jingwang Electronics 5 shares 2022 net profit of more than 1 billion, Xinyi Sheng, Huagong Technology, Huatian Technology, Starnet Ruijie, Ruijie Network

(4) 3 shares 2023 stock price fell, Yi Hua shares, Zhongjing Electronics, Zhongtian Technology

(5) 9 stock market value is less than 6 billion, Dongtian Micro, Zhenyou Technology, Ming Pu optical magnetic, Risconda, Jiulian Technology, Feilishin, Qingshan Paper, Zhongjing Electronics, Quanxin shares

(6) 7 shares superimposed the 6G concept, Tongyu Communication, Yihua shares, Light fast Technology, Fiberhome Communication, Hengtong Optoelectronics, special information, Zhongjing Electronics

(7) 6 Stock market value of more than 20 billion, Jingwang Electronics, Tianfu Communication, Huagong Technology, Xinyisheng, Zhongtian Technology, Zhongji Xuchuang

(8) 9 state-owned enterprise stocks, Guang Xun Technology, Fiberhome Communication, Special information, Ruijie Network, Unigroup Shares, Qingshan Paper, Guang Library Technology, Star Network Ruijie, Huagong Technology

Secondly, talk about the optical module industry chain:

(A) Optical module industry chain upstream:

Optical chip manufacturers: Shijia Photonics, Yuanjie Semiconductor, Minxin Microelectronics, Xinsijie

Optical device manufacturers: Tianfu Communication, Yusheng Optoelectronics, Matda Electronics, Sanyou Optoelectronics

Electrical chip manufacturers: Billion chip source, Xiamen Youxun

(2) The middle reaches of the optical module industry chain - optical module manufacturers: Zhongji Xuchuang, Hisense, Light fast technology, Huagong Technology, New Yisheng, Liante Technology

(3) Core concept stocks of optical module industry chain:

(1) Zhongji Xuchuang, the global optical communication leader, high-speed digital boom growth, 400G full series of related products to achieve batch delivery, At the same time, for point-to-point applications, a new solution with low power consumption, high performance and no trunk long distance transmission is introduced - fixed wavelength 100G ZR/400G ER/400G ZR QSFP-DD coherent optical module. The 400G series of phase series related products of Xuchuang Technology have been widely used in the domestic mainstream equipment manufacturers and Internet manufacturers, and will effectively help the national "East number West calculation" project

(2) Tianfu Communications, high-speed optical engine began to deliver, CPO industry chain core supplier, optical device solution provider, optical engine new business to open long-term development space, domestic scarce optical device upstream platform leading manufacturers, the company actively layout high-speed optical engine and lidar device business

(3) Optical fast Technology, the industry's leading photoelectric device one-stop service provider, chip research and development ability is outstanding, high-end chip results are remarkable, the company focuses on optical chips, PLC (planar optical waveguide), III-V, SiPh (silicon optical) three optoelectronic chip platforms, power high-end optical modules, profitability improvement, The 400G CFP2-DCO module is designed based on high-performance self-developed ITLA devices, industry-leading Silicon optical coherence components (SiPh), and 7nmDSP technology

(4) New Yisen: The acquisition of Alpine to deepen the global layout of silicon light, 800G optical module small batch shipment, high-speed optical module market share rapidly increased, the latest 400G QSFP56-DDZR optical transceiver module transmission distance of up to 120km, in line with OIF 400G ZR standard.

(5) Yuanjie Technology: the leading optical chip supplier in China, focusing on the research and development, design and production of high-speed semiconductor chips, and constantly developing product types

(6) Dekeli: a professional supplier of optoelectronic devices, with advantages in long-distance optical transmission technology, and has been deeply engaged in the optoelectronic device industry for more than 20 years, specializing in optical transceiver modules, optical amplifiers, optical transmission subsystems, and raising funds to expand product lines and develop optical transmission subsystem platforms

Finally, look at the optical module material -PCB, China's PCB leading enterprises including Dongshan precision, Shennan Circuit, Jingwang Electronics and so on

Author: Bu Chundao

Link: https://xueqiu.com/3554361782/248281194

Source: Snowball

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