Ministry of Industry and Information Technology issued a road map for the development of optoelectronic devices: within five years, the domestic rate of high-end optoelectronic devices has exceeded 20%.
With the rapid development of new generation information technology, such as big data, cloud computing, Internet of Things, 5G and so on, CWW, as an important support, has gained unprecedented market opportunities for the optoelectronic device industry. But the core basic ability of optoelectronic industry in China is still weak. Compared with developed countries, it presents a structure of “strong application, weak technology, strong market and low profit”. The development of the whole industry chain is unbalanced. The relative backwardness of core and high-end optoelectronic devices restricts the development of the whole information industry.
Therefore, accelerating the technological progress and industrial development of optoelectronic devices in China has become an important strategy and inevitable choice for the development of information industry. Especially the optical devices closely related to the communication industry, which is seriously related to the national network security issues. Recently, the Ministry of Industry and Information Technology issued the “Road Map for Technological Development of China’s Optoelectronic Device Industry (2018-2022)” (referred to as the “Road Map”) which clearly indicates that in the past decade, China’s optical communication industry has made rapid progress, but there is still a big gap with the international leading level. At present, the domestic core optical communication chips and devices are still heavily dependent on imports. The localization rate of high-end optical communication chips and devices is less than 10%. The problem of “big but not strong” is prominent.
According to Ovum data, the overall size of the global optical communication device market is increasing from 2015 to 2021. In 2016, the global optical communication device market reached 9.6 billion US dollars, and has maintained rapid growth. It is expected that the market will reach 16.6 billion US dollars by 2020.
In recent years, China’s optical communication device market has maintained the same growth trend as the world’s. China’s optical communication device market accounts for about 25% – 30% of the world’s share. Although China has the largest optical communication market and high-quality system equipment suppliers in the world, the share of China’s optical communication device industry in the world does not match the existing resources.
The roadmap points out that there are great problems and challenges in the domestic optical communication device industry, which are mainly manifested in the following aspects: first, the domestic optical communication device suppliers are mainly middle and low-end products, the homogenization competition is serious, and the industrial environment needs to be improved; second, the self-sufficiency of high-end chip devices is limited, which has become China’s system equipment. The bottleneck of manufacturers and the urgent need to break through of domestic core competence; 3. Accelerated integration of industrial chain and weak vertical integration ability of domestic manufacturers; 4. Insufficient awareness and capacity of soft power construction such as standards and patents, which urgently need to improve the original ability and international voice; 5. Weak foundation of supporting industries on which optical device industry depends requires the state. Support.
In the Road Map, the development ideas and objectives of the optical device industry are clearly put forward. Firstly, we should improve the living environment of enterprises and create a benign industrial ecology; secondly, we should tackle high-end chips/devices to ensure supply chain security; thirdly, we should strengthen the international market and promote the international development of industry; finally, we should attach importance to the development trend, focus on long-term development and plan layout ahead.
In terms of structural adjustment objectives: products from low-end to high-end, market-oriented, optimizing product structure; technology from assembly to core chips, filling up the upstream shortboard, consolidating the industrial base; market from domestic to international, giving full play to the downstream advantages of the industrial chain, expanding new industries, to ensure that 2022 low-end optoelectronic chips The localization rate of high-end optoelectronic chips exceeds 60%, and the localization rate of high-end optoelectronic chips exceeds 20%. Leading enterprises and emerging small and medium-sized enterprises should be fostered to strengthen the vulnerable industrial groups. In 2022, domestic enterprises will occupy more than 30% of the global market share of optical communication devices, with one enterprise entering the top three in the world; and the interconnection of upstream and downstream industrial chains should be promoted. To standardize industrial environment and build industrial ecology.
In terms of technological innovation objectives, we should build a platform for industrial technological collaboration and innovation and a long-term mechanism for innovation and development; strengthen the design and manufacturing platform construction of core active lasers, silicon-based optoelectronic chips and upstream key materials, and cultivate technological personnel; break through high-density and high-speed integrated packaging and testing processes to achieve the goal. Industrialization of high-end products; improvement of technical standards, intellectual property system construction.
In addition, in the next five years, the state will increase funding support for research and development of common key technologies of optoelectronic chips, rapidly increase the localization rate of core devices and cultivate large enterprises with international competitiveness; optimize the ecology of optoelectronic industry, strengthen international cooperation, and rapidly enhance the capability of integrated optoelectronic devices; strengthen the cooperation of production, teaching and research, and build up a new system. Long-term strategic innovation, industrial development and personnel training mechanism.
Optical devices are the key link in the development of optical communication. The development of optical devices is directly related to the network construction and information security of our country. With the gradual development of 5G, the development of optical devices will be vigorously promoted. In the next few years, the optical device industry will continue to walk in the spring.