RE:can someone translate
Big news! Xunshi Optical Communications interviewed Xiamen Chaoguang Integrated Circuit Co., Ltd.
2024-07-23
Connecting the future with artificial intelligence computing power, the current AI industry and cloud computing have stimulated a massive market demand for optical communication products in data centers. Xiamen Chaoguang 's high-speed optical engine components based on Interposer ( optical interposer ) integrated unique technology are being deployed in 400G/800Gand 1.6T high-speed network transmission, helping the development of the data communication market. Zheng Xiaozhong, general manager of our company, accepted an exclusive interview with Xunshi Optical Communication Network. Xiamen Chaoguang is a high-end optical engine provider with high-end optoelectronic hybrid integrated packaging capabilities. The company is a joint venture between Canada's POET and Quanzhou Guangtong ( Quanzhou Sanan Optical Communication Technology Co., Ltd. ) . Based on Interposer ( optical interposer ) technology silicon photonic chips and high-speed lasers, it focuses on the research and development, manufacturing and sales of high-speed optical engines. With the continuous expansion of the demand for large-scale AI model applications, data center hardware facilities are also accelerating upgrades, especially the 800G high-speed optical module , which is the core of computing power connection, is expected to usher in a demand for tens of millions of units in 2024 , and the 1.6T high-speed optical module is expected to be commercialized in small batches this year. At the same time, benefiting from the spillover of strong demand from data centers and intelligent computing centers, traditional optical modules such as 100G/200G/400G have also achieved growth. The prospects of the optical communication data communication market in the next two years are promising.
The optical module is a subsystem based on a series of optoelectronic components. Its core is the optical engine component, which is assembled from optoelectronic chips, wave combining / splitting components, etc. The optical engine adopts silicon photonic integration technology to achieve an integrated packaging structure , which can realize the photoelectric conversion function and replace the traditional optical device solution. Nowadays, optoelectronic device products continue to evolve in the direction of miniaturization, integration, and high density. In the 400G/800G and next-generation 1.6T/3.2T era, the use of optoelectronic hybrid and on-chip integrated photonic chips will be a new form of high-speed optical engine components and occupy an important share in high-speed optical module applications. Therefore, mastering advanced chip manufacturing processes and packaging capabilities in the development of the optical module industry trend will be the key to market competitive advantage. Regarding market development opportunities and trends, General Manager Zheng Xiaozhong said that the high-speed optical engine developed by Xiamen Chaoguang based on POET Interposer silicon photonic integration technology has significant advantages such as low cost, high integration and flexibility, and can effectively replace traditional optical device solutions. POET Interposer silicon photonic integration uses silicon-based optical chips to achieve high integration of optical components ( lasers, detectors, splitters / combiners, etc. ) , reaching the industry-leading level, and is an ideal solution for realizing high-speed optical modules. He further introduced that the silicon photonic chips based on Interposer are produced using silicon-based materials and CMOS processes, and in the future, wafer- level chip manufacturing and packaging can also be used to further reduce the cost of the packaging and testing process, while also having the characteristics of flexibility and scalability. As a POET joint venture, Xiamen Chaoguang is responsible for the product manufacturing and customer sales and delivery business of introducing POET Interposer hybrid integrated chips into optical engine packaging. At present, the company's 100G CWDM4 transmitter (Tx) and receiver (Rx) optical engines have been mass-produced ; 400G/800G receiver (Rx) optical engines have also entered mass production, of which 800G 2×FR4 Rx OE has begun batch shipments to strategic customers. The optical engine uses a flip-chip process to attach lasers and detectors to Interposer for passive coupling. Customers can also choose to integrate electrical chips such as TIA or driver chips into OE , and connect them to detectors or lasers through the leads of the interposer to avoid wire bonding, which is beneficial to the integrity of RF signals. This is more and more valuable for high-speed signals, and it is easier to achieve 3D packaging and optoelectronic integration. Based on the flexible optical engine platform, Xiamen Chaoguang will release a 400G transmitter OE based on a single wavelength 100G , a complete set of 800G OE solutions consisting of two 400G transmitters and 800G receivers , and a single-wavelength 200G four-channel 800G transmitter, which consists of two four-channel 800G transmitters and a single- wavelength 200G eight-channel 1.6T receiver, and a complete set of 1.6T OE solutions . Some new products have been unveiled at the OFC exhibition in March . According to customer needs, the company can also make customized designs on the Interposer platform and jointly develop with customers.
In the first quarter of 2024, global shipments of high-speed data communication optical modules exceeded 3 million units, mainly driven by strong demand for 400GbE/800GbE optical modules, with shipments increasing by more than 25% quarter-on-quarter . The strong demand for high-speed optical modules has also led to a year-on-year increase of more than 90% in spending on data communication optical devices . As the core component of optical modules, optical engines are welcoming a broad market space and are also facing higher demands for innovation. Xiamen Chaoguang is a leader in optical engine innovation. Its products have the advantages of highly integrated devices and high-precision patches, which save space and are easy to mass produce, providing customers with more flexible design and customized development space for high-speed optical modules. As cost reduction and efficiency improvement become increasingly intense, Xiamen Chaoguang will help customers achieve longer-term innovation.