The "2025-2031 China Optical Devices and Optical Modules Industry Market Development Status and Investment Strategy Research Report" (hereinafter referred to as the "Report") compiled by Zhiyan Consulting is a professional market research report in the field of optical devices and optical modules in China, and is a faithful recorder and witness of the development of the optical devices and optical modules industry. It aims to provide a comprehensive reference for Chinese optical device and optical module industry manufacturers, government agencies, and industry experts to understand and grasp the development of China's optical devices and optical modules.
The report has been published annually since 2018 and has been published for seven consecutive years. The "Report" has a total of 16 chapters, from the development overview, regional market, supply and demand situation, price trend, import and export analysis, competition pattern, key enterprises, investment research, prospect trends and other aspects, through detailed data, comprehensively summarized and reviewed the new trends and new highlights of the optical device and optical module industry in 2023, and at the same time carried out in-depth thinking on the existing problems. It puts forward a series of useful suggestions and future prospects for the high-quality development of the optical device and optical module industry in the next step.
Optical devices include two parts: transmitting and receiving. The emission part is: the input electrical signal of a certain bit rate is processed by the internal driver chip and then drives the semiconductor laser (LD) or light-emitting diode (LED) to emit a modulated optical signal of the corresponding rate, and it is equipped with an optical power automatic control circuit to keep the output optical signal power stable. The receiving part is: the optical signal of a certain bit rate is converted into an electrical signal by the optical detection diode after the input module. After passing through the preamplifier, the electrical signal of the corresponding bit rate is output. An optical module is a module group that performs photoelectric and electro-optical conversion, and consists of optoelectronic devices, functional circuits, and optical interfaces. According to statistics, in 2023, the output of optical devices and optical modules in mainland China will be 6.984 billion, the demand will be 16.968 billion, and the market size will be 54.309 billion yuan.
The upstream of the industrial chain of optical devices and optical modules mainly includes laser chips, detector chips, lenses, optical fiber connectors, optical isolators, etc., and other electronic components include electrical chips, PCB boards, connectors, etc. Downstream applications include communication equipment manufacturers, telecom operators, Internet and cloud computing companies, and other applications include data centers, fiber broadband, consumer electronics, autonomous driving and other fields.
Domestic manufacturers of optical devices and optical modules mainly include Zhongji Innolight, ZTE, Tefa Information, Yongding Co., Ltd., Changjiang Communication, Zhongtian Technology, Fiberhome Communication, Hengtong Optoelectronics, Tianfu Communication, Tengjing Technology, Accelink Technology, Optical Library Technology, Xinyisheng, Taichenguang, etc.
Among them, Zhongji InnoLight is a professional high-speed optical module solution provider, and is a technological innovation enterprise integrating R&D, design, packaging, testing and sales of high-end optical communication transceiver modules. In the first half of 2024, the company's revenue was 10.799 billion yuan, a year-on-year increase of 169.7%, of which the revenue of optical communication transceiver module business was 10.437 billion yuan, a year-on-year increase of 164.95%. Tianfu Communication is an industry-leading provider of overall solutions for optical communication devices and a manufacturing service provider for optoelectronic advanced packaging, committed to the R&D, production and sales of high-speed optical devices. In the first half of 2024, the revenue was 1.556 billion yuan, a year-on-year increase of 134.27%, of which the revenue of optical communication components was 1.517 billion yuan, a year-on-year increase of 133.46%. T&S's main business is the R&D, manufacturing and sales of various optical communication devices and their integrated functional modules. In the first half of 2024, the company's revenue was 510 million yuan, a year-on-year increase of 30.6%, of which the revenue of optical device products was 495 million yuan, a year-on-year increase of 30.47%.
The research team of Zhiyan Consulting conducts in-depth analysis on the scale, industrial structure, key enterprises, and industrial development trends of China's optical devices and optical module industry, and puts forward suggestions on the problems existing in the development of the optical device and optical module industry, providing reference for local governments, industrial chain related enterprises, and investment institutions.
Data Description:
1: The core data of this report is updated to December 2023 (the relevant financial indicators of non-listed companies in the report are affected by corporate credit approval, and there may be a certain lag), and the forecast period of the report is 2024-2031.
2: In addition to the first-hand research information and data, authoritative data sources such as the National Bureau of Statistics, China Customs, industry associations, and public reports of listed companies (prospectuses, transfer prospectuses, annual reports, inquiry reports, etc.) also constitute the data sources of this report. The first-hand data comes from the first-hand information data obtained by the research team from interviews with key enterprises in the industry, and the main interview subjects include corporate executives, industry experts, technical leaders, downstream customers, distributors, agents, distributors and upstream raw material suppliers. Secondary sources mainly include relevant industry news, company annual reports, non-profit organizations, industry associations, government agencies and third-party databases from around the world.
3: The core data of the report is based on the strict data collection, screening, processing, analysis system and independent calculation model of the Zhiyan team to ensure the accuracy and reliability of statistical data.
4: The data used in this report are all from compliance channels, and the analysis logic is based on the professional understanding of the Zhiyan team, which clearly and accurately reflects the research views of analysts.
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