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| Observation of optical communication IC industry |
| 2009/7/24 19:11:56 |
Text: in the photoelectric Zhantao News Editor
Optical communication IC in optical networks play a key role was photoelectric conversion, which is converted into electric light to carry out logic operations, the sub into the form of light transmission. Although all-optical communications in recent years, technological advances quickly, but still a lot of work to be transformed into the type of processing power. Therefore, how to effectively apply the relevant components for photovoltaic conversion, it is optical communication modules and the focus of concern for equipment manufacturers.
Optical communication IC process in the optical transmission features include ease of play (grooming), transmission, reception, amplification, bug fixes, performance monitoring, and encryption and decryption and so on. Applications, including the delivery of the product module, transmitter module, the exchange module, receiver module, transceiver modules, and other devices.
Common optical communication IC, including the application of the transmission network SDH Framer, for the exchange of use of optical switching (crossconnect) IC, for the access network of OLT / ONU IC, used in storage networks, Fibre channel of IC, and with high-speed interconnection between network devices or back then the VSRC (Very short reach transceiver) and other components.
Domestic manufacturers of high barriers to entry can be cooked flexor
In our production of "dense optical detection IC: easy to lose sight of the protagonist," the topic found that extremely strong compared to the LED driver IC market, has been the performance of optical communication ICs tepid, even though the most popular areas of the PON, the relevant the number of vendors is not a lot, but the vast majority of foreign manufacturers manufacturers, only a handful of domestic manufacturers. The reason for the relatively small size of the market, high barriers to entry, many competitors, the lower reaches is the main reason for the limited number of customers.
"Optical Communication Market for IC manufacturers is still too small, and like us to send and receive high-speed chip design it is very difficult to verify the cycle is very long, so I entered this field more than the company, showing monopoly." Specially designed high-speed optical Xiamen excellent module IC Xun Co., Ltd, deputy general manager of high-speed chip-min Wu Xi News Network in an interview when the photoelectric said.
With increasing competition, reducing the margin of space, the original optical communications IC to claim the credit market, some enterprises to give up this market, for example, vigorously a few years ago to enter the high-speed optical communication IC industry in Guangzhou Rising Micro Electronics companies have to withdraw from the field and, of course, some companies see the growth of optical communications market and to enter the field of optical communication IC, for example, a high profile this year to enter the optical communications chip market, Shanghai, and Shanghai for the rise of two new chip technology companies.
Wu Xi-min said that the other optical communication IC manufacturers optimistic about the prospects for the market came into the normal, as the first domestic production of high-speed transceiver chip suppliers, excellent fast break the monopoly of imports of chips. "I think this market is very fast on the excellent fit, which is our expertise. China is the worlds major producers of optical module base, and to flourish, we have a great chance. I hope to be able to support optical module manufacturers, Chinas optical communication support "core." We will continue to focus on high-speed chip development, and gradually catch up with the pace of development of the mainstream market for optical modules as soon as possible to become the worlds mainstream IC vendors. "
Industry efforts to enhance integration
At present, optical communication IC industry the large number of vendors, which fall into two categories, one is purely optical communication IC manufacturers, such Xiamen excellent Xun, PMC such enterprises, and the other is a multi-service mix manufacturers, optical communications is its one business, most companies this is the case. Competitors as a result of the public, in recent years has been the integration of the industry, which, PON chips to manufacturers on behalf of the enterprise for acquisition, merger and other news here, abnormal excitement.
Such as the PMC to acquire Passave, Cortina acquired Immenstar, Ikanos acquired Conexant chip business broadband, TranSwitch announced the acquisition of Centillium, etc. After all, they believe that the evolution over time, we will see more industry mergers, acquisitions and integration of case .
As a leading supplier of GPON chip Broadlight the S Zhang, general manager of China Photoelectric News Network in an exclusive interview that "the specific areas of the GPON chip, we believe strongly in the future there will be integration. GPON market can learn from the DSL market, there will be 2-3 the next major chip suppliers dominant. we will in every 2-3 years, the introduction of new products, continue to provide competitive products to deal with competition in the market, to maintain its lead in the market status. "
Optical communications IC to a steady growth in the future into a hot spot in China
Asia-Pacific region, optical modules occupy 80% of the market share of ICs VITESSE China, Zhang Jie, general manager of optoelectronics in an interview that the news over the past 5 years in China Vitesse average annual increase of nearly 20 percent, "the global economic recession has already affect the semiconductor IC industry, as a company with many product lines telecom chip suppliers, Vitesses business in the North American market has felt the challenge, but we in China have increased steadily. In fact, our company has been in China in recruiting and actively expand our business in China. "
In addition to VITESSE, other optical communication IC manufacturers have also increased in recent years on efforts to promote the Chinese market, which in particular the most active PON chip vendor, almost all front-line manufacturers have entered the Chinese market.
According to the company Strategy Analytics predicted that the global optical communications IC simulation in 2007 -2012 years, will be 9 percent compound annual growth rate of sustained and stable growth. Strategy Analytics forecasts the entire optical communications IC market will be dominated Si and SiGe technology, but the GaAs and InP technology will be to promote the growth of 10G/40G drive. Overall speaking, the next 5 years 10G and 40G IC market will reach annual compound growth rate of 28 percent, which would lead GaAs and InP TIA demand, another post-2012 laser driver amplifier and optical communication simulation will account for the overall IC 25% market share.
According to experts, Chinas optical communication applications of optical chip market has exceeded 10 billion yuan, and each year to grow at a rate of 25 percent. Chinas domestic IC companies in optical communications in recent years, gradually gain a firm foothold, such as Hisilicon, Xiamen excellent Xun, industry analysis, hot spot as the market changes, IC design companies are also moving waves to grow and develop. In addition to the new darling of the market, the steady growth of those already in the period the company will actively seek new development opportunities, there may also enter the field of optical communications, we hope that in the future in the field of optical communications IC to see more Chinese companies figure and jointly promote the optical communications industrys rapid development.
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