Three questions and answers about silicon photonics: Why has the industry explosion point of silicon photonics arrived?

To join the " Smart Car Expert Optoelectronics Packaging CPO Industry Exchange Group", please add 18512119620 (same as WeChat), note company-name-position to join the group

Different from the public perception

• Focus on answering three questions about the silicon photonics industry chain.

• (I) What is silicon photonics? The impossible triangle of communication speed, power consumption and distance has forced new technologies to accelerate penetration, and the development of optical modules has gradually moved towards better functions + performance, optoelectronic co-design, higher integration, and lower power consumption/cost. With its advantages in compatibility, integration, and performance, silicon photonics is expected to play an important role in many fields such as the design and interconnection of AI chips, the formation of intelligent computing clusters, and photonic computing.

• (II) Why has the industry explosion point of silicon photonics arrived? The network requirements for AI and 5G/6G evolution are different from those for traditional networks, and technology iteration is urgently needed. Traditional optical communication networks have reached bottlenecks in many aspects such as integration, speed, cost, power consumption, and performance. From the supply side, there is a huge "breakthrough gap" in the application scenarios and market size of optical modules. If the upstream, especially traditional optical chips, fail to respond to changes in a timely manner, there will be a huge gap in the supply (capacity) of materials, forming a space for silicon photonics to penetrate.

• (III) What impact will silicon photonics have on the communications industry chain? Since the core of silicon photonics technology is to solve the problem of optoelectronic integration, the penetration of silicon photonics will change the division of labor and value distribution of the optical communications industry chain. A few manufacturers adopt full vertical integration, and the general trend of the industry chain is chip design and foundry division of labor, optical module/terminal chip manufacturers packaging; optical module manufacturers are also entering the field of silicon photonics design through self-research/mergers and acquisitions. Optoelectronics collaborative CPO, computing network optical connection, new materials, localization, etc. are also important evolution directions of the industry.

Chip Refers to a chip that integrates CMOS control circuits and DMOS power devices. Based on the input signal, it controls the flow direction of the motor winding circuit according to the built-in algorithm, thereby controlling the start and stop and rotation direction of the motor. The AC induction motor does not require special drive equipment.

This is an excerpt. Due to limited space, it will be continued. . .

Currently, the global automobile industry is at a crossroads in its transition to new energy. During this transition, some traditional companies have suffered from a sharp decline in sales and marginalization, while others have achieved a relatively smooth transition with forward-looking strategies and early technical reserves. Great Wall Motors is one of them.

We specially held this special technical exhibition and exchange meeting "Enter Great Wall Motors - Innovative Technology into Automotive Enterprises" to invite high-quality suppliers in the field of automotive parts to participate and conduct in-depth exchanges. We believe that through this event, we can discover more suppliers and carry out in-depth cooperation with Great Wall Motors in various dimensions in the future.

????November 19, 2024

????Great Wall Motor Haval Technology Center

(No. 2276 Chaoyang South Street, Lianchi District, Baoding City, Hebei Province)