Laser Chip Kev Lag Luam Kev Txhim Kho Kev Tsav Tsheb thiab Kev Txhim Kho Yav Tom Ntej hauv 2026
Laser nti txhais
Optical chips yog cov khoom tseem ceeb uas paub txog kev sib koom ua ke ntawm photoelectric zog nqa. Lawv tau siv dav hauv cov khoom siv kho qhov muag sib txuas thiab feem ntau muab faib ua laser chips thiab photodetector chips. Ntawm lawv, lub laser nti yog cov khoom siv semiconductor uas hloov hluav taws xob hluav taws xob rau hauv siab - lub zog, siab - cov kab teeb monochromatic raws li lub hauv paus ntsiab lus ntawm cov hluav taws xob hluav taws xob.
Thaum kawg ntawm kev sib txuas lus kho qhov muag, laser chips yog lub teeb ci tseem ceeb uas nqa cov ntaub ntawv. Lawv yog irreplaceable thiab nyob rau hauv ib tug central txoj hauj lwm nyob rau hauv lub teb ntawm optical chips. Raws li txoj kev hloov kho, laser chips tuaj yeem muab faib ua cov qauv ncaj qha, kev sib xyaw ua ke thiab kev hloov kho sab nraud. Los ntawm kev xav ntawm cov khoom siv tshuab, laser chips feem ntau muab faib ua indium phosphide (InP) thiab gallium arsenide (GaAs). Tsis tas li ntawd, raws li lub teeb -emitting qauv, nws muaj peev xwm muab faib ua nto-emitting thiab ntug-emitting lug.
Kev lag luam saw faib ntawm laser chips hauv kev lag luam kho qhov muag sib txuas
Laser chips yog nyob rau sab sauv ntawm cov khoom siv kho qhov muag sib txuas kev lag luam thiab yog qhov txuas tseem ceeb hauv tag nrho cov kev lag luam saw nrog cov txheej txheem siab thiab cov txheej txheem nyuaj. Raws li "lub plawv" ntawm kev sib txuas lus kho qhov muag, kev ua haujlwm ntawm lub laser nti ncaj qha txiav txim siab tus nqi sib kis thiab lub zog ua haujlwm ntawm cov khoom siv kho qhov muag downstream, optical modules thiab txawm tias tag nrho cov kev sib txuas lus kho qhov muag.
Raws li cov neeg nqa khoom tseem ceeb ntawm kev sib txuas lus kho qhov muag, cov khoom siv kho qhov muag sib txuas muaj qhov sib txawv hauv lawv cov khoom siv kho vajtse (BOM) nyob ntawm txoj kev siv tshuab. Noj tsis yog - silicon optical optical modules ua piv txwv, nws cov nqi kho vajtse feem ntau suav nrog plaub ntu loj: cov khoom siv kho qhov muag, cov khoom siv hluav taws xob, cov khoom siv kho qhov muag tsis pom kev, PCB thiab cov khoom siv tshuab. Rau silicon photonic interconnect khoom, BOM qauv tau raug tsim kho dua tshiab. Tus thawj discrete modulator thiab ib tug loj tus naj npawb ntawm passive optical pab kiag li lawm yog kev koom ua ke rau hauv ib tug silicon photonic nti (PIC), thaum lub PCB thiab mechanical Cheebtsam yog heev yooj yim.
Lub sijhawm no, BOM tsom mus rau ob lub cores ntawm "silicon photonic chips" thiab "lasers". Txawm hais tias siv cov kev daws teeb meem EML thaum ntxov los yog txoj kev kho qhov muag silicon, laser chips tuav txoj haujlwm tseem ceeb hauv cov saw hlau vim tias lawv ncaj qha cuam tshuam rau photoelectric teeb liab hloov dua siab tshiab thiab cov teeb liab kis tau zoo.
Main laser nti khoom hom
Raws li cov cuab yeej tseem ceeb ntawm photoelectric hloov dua siab tshiab, laser chips feem ntau muab faib ua tsib pawg raws li qhov sib txawv ntawm cov khoom siv, cov qauv ntawm lub cev thiab cov qauv kev hloov pauv, suav nrog DFB, EML, CW, VCSEL thiab FP, txhua qhov tshwj xeeb muaj txiaj ntsig zoo thiab daim ntawv thov scenarios.
Laser nti kev lag luam kev loj hlob keeb kwm yav dhau
Kev loj hlob tseem ceeb ntawm kev lag luam laser chip feem ntau yog vim muaj txiaj ntsig zoo xws li kev loj hlob tawg ntawm kev lag luam kho qhov muag sib txuas, kev siv sai ntawm cov thev naus laus zis tshiab xws li silicon photonics hauv kev sib txuas kho qhov muag, thiab qhov kev thov loj hlob rau siab -kev ua tau zoo ntawm cov khoom siv kho qhov muag los ntawm cov neeg siv khoom kawg. Raws li ib qho tseem ceeb tseem ceeb ntawm cov kev daws teeb meem kev sib txuas kho qhov muag, laser chips ncaj qha tau txais txiaj ntsig los ntawm cov qauv no, yog li ua kom lawv txoj kev loj hlob sai.
Hauv 2024, lub ntiaj teb laser chip lag luam yuav ncav cuag US $ 2.6 nphom thiab xav tias yuav loj hlob mus rau US $ 22.9 nphom hauv 2030, nrog rau kev loj hlob txhua xyoo ntawm 44.1%. Muaj cov kev txwv lub hom phiaj hauv kev tsim cov laser chip kev lag luam, suav nrog kev tsim cov peev txheej ntev ntev, cov txheej txheem kev teeb meem siab thiab cov khoom siv siab siab -kawg muaj peev xwm, txwv cov khoom siv tseem ceeb thiab cov khoom siv nyob rau lub sijhawm luv thiab nruab nrab, thiab cov khoom siv tsis sib npaug. Nws tsis tuaj yeem ua tau raws li qhov xav tau ntawm kev lag luam hauv qab. Kev ua lag luam tag nrho yog cov khoom tsis txaus. Qhov no yog qhov tshwj xeeb tshaj yog pom hauv EML laser chips thiab CW laser chips siv rau siab -speed optical interconnections.
Daim ntawv thov tseem ceeb scenarios ntawm laser chips
Laser chips feem ntau yog siv nyob rau hauv optical interconnect khoom, thiab lub davhlau ya nyob twg daim ntawv thov scenarios zoo ib yam li daim ntawv thov scenarios ntawm optical interconnect daws lawv txhawb. Raws li qhov sib txawv daim ntawv thov cov xwm txheej, lub lag luam laser chip tuaj yeem muab faib ua cov ntaub ntawv chaw laser chip lag luam thiab kev sib txuas lus laser chip lag luam. Ntawm lawv, cov ntaub ntawv chaw laser chip lag luam occupies ib qho kev lag luam kiag li txoj hauj lwm. Kev lag luam loj yuav ncav cuag US $ 1.6 nphom hauv 2024 thiab xav tias yuav loj hlob mus txog US $ 21.1 nphom hauv xyoo 2030, nrog rau kev loj hlob txhua xyoo ntawm 53.4%.
Cov ntaub ntawv chaw laser nti thiab kev sib txuas lus laser nti kev lag luam nthuav tawm cov cuab yeej technology sib txawv. Cov ntaub ntawv chaw laser chip kev lag luam yog tus yam ntxwv los ntawm ob lub- log tsav tshuab toj roob hauv pes ntawm EML thiab CW laser chips: EML laser chips, raws li kev txhim kho thaum ntxov, tau dav siv hauv 400G thiab saum toj no cov khoom siv kho qhov muag. Nyob rau hauv xyoo tas los no, silicon photonic cov kev daws teeb meem nrog qhov zoo ntawm kev sib koom ua ke siab thiab tus nqi qis tau dhau los ua qhov siab -kev hloov pauv ceev, yuav tsum muaj siab - lub zog CW laser chips.
Hauv kev sib txuas lus, ntug-emitting laser chips txuas ntxiv ua tus thawj, feem ntau vim lawv muaj peev xwm ua tau raws li qhov yuav tsum tau ua kom nruj. Tshwj xeeb, DFB laser chips tau dav siv hauv luv luv - thiab nruab nrab - nyob deb li cas xws li 5G fronthaul thiab optical fiber nkag. Ntawm qhov tsis sib xws, EML laser chips kov yeej cov kev txwv tsis pub dhau los ntawm lawv qhov qis chirp thiab siab extinction ratio, yog li tuav txoj haujlwm tseem ceeb nyob rau hauv ntev - nrug, siab - cov nodes xws li qaum tes hauj lwm thiab siab - fiber ntau nkag.
EML laser chips thiab CW laser chips ua lag luam sib koom, thiab lawv qhov tseem ceeb tseem nce ntxiv
Xyoo 2024, tag nrho cov lag luam loj ntawm EML laser chips thiab CW laser chips yuav ncav cuag US $ 970 lab, suav txog kwv yees li 38.1% ntawm kev ua lag luam. Nyob rau hauv lub neej yav tom ntej, cov nyiaj tau los ntawm cov khoom no yuav tsum tswj kom muaj kev loj hlob siab thiab kev lag luam feem ntau yuav nce ntxiv. Los ntawm 2030, tag nrho cov nyiaj tau los yuav tsum ncav cuag 20.80 billion US dollars, nrog ib tug compound txhua xyoo kev loj hlob ntawm 66.6% thiab ib tug ua lag luam feem ntawm 90.9%.
EML laser npav
EML laser chips feem ntau suav nrog 50G / 100G / 200G thiab lwm yam kev qhia tshwj xeeb raws li cov ntaub ntawv tus nqi los ntawm qis mus rau siab, thiab cov tub ntxhais adapts rau optical interconnect khoom ntawm 100G rau 1.6T. Tam sim no, 100G EML laser chips yog cov khoom lag luam tseem ceeb thiab tau siv dav hauv cov khoom siv hluav taws xob siab -speed optical interconnect khoom xws li 400G thiab 800G optical modules. Raws li 1.6T thiab siab dua -cov khoom siv sib txuas sib txuas ceev tau muab tso rau hauv kev siv, 200G EML laser chips, raws li kev xaiv laser chip sib xws, yuav ua rau kev loj hlob sai.
CW laser npav
Kev txhim kho ntawm CW laser chips feem ntau tau txais txiaj ntsig los ntawm daim ntawv thov ntawm silicon photonics thev naus laus zis. Nyob rau hauv cov kev daws teeb meem silicon photonic, CW laser chips ua hauj lwm raws li sab nraud / heterogeneous integrated lub teeb qhov chaw thiab yog siv nyob rau hauv ua ke nrog silicon photonic modulators kom paub lub photoelectric teeb liab hloov dua siab tshiab thiab modulation zog ntawm silicon photonic interconnect khoom. Ntawm qhov siab -cov khoom siv kho qhov muag sib txuas ceev ceev, silicon photonic kev daws teeb meem thiab CW laser chips tau dav siv vim lawv cov nqi zoo heev -cov txiaj ntsig zoo.
Nyob rau hauv tam sim no lub ntsiab silicon photonic siab - tus nqi kho qhov muag interconnect khoom ntawm 400G, 800G thiab txawm 1.6T, lub ntsiab CW laser chips siv muaj xws li 50mW, 70mW, 100mW thiab lwm yam qauv fais fab. Tsis tas li ntawd, tau tsav los ntawm cov thev naus laus zis tshiab xws li NPO thiab CPO, siab - lub zog CW laser chips suav nrog 150mW, 300mW thiab 400mW qauv tau maj mam suav nrog hauv kev lag luam kev txhim kho ntawm tom ntej -cov khoom siv kho qhov muag sib txuas. Los ntawm 2025 txog 2030, qhov kev thov rau CW laser chips nrog lub zog siab dua 100mW yuav tsum muaj kev loj hlob tawg. Los ntawm 2030, kev lag luam loj ntawm CW laser chips nrog lub zog siab dua 100mW yuav tsum ncav cuag US $ 6.6 billion, suav txog 65.3% ntawm kev ua lag luam.
Laser nti kev lag luam kev txhim kho tsav yam tseem ceeb thiab kev txhim kho yav tom ntej
. Kev thov tseem nce ntxiv thiab tswj kev loj hlob sai. Txoj kev loj hlob ntawm AI kev cob qhia pawg tau ua rau muaj kev xav tau rau kev suav lub zog thiab siab - cov ntaub ntawv xa mus ceev, tsav kev loj hlob exponential nyob rau hauv kev thov rau downstream siab - ceev optical interconnect khoom. Raws li cov ntsiab lus tseem ceeb ntawm cov khoom siv kho qhov muag sib txuas, kev lag luam thov rau laser chips tau nce sai.
. EML laser nti thiab CW laser nti ob-log tsav. Ntawm qhov tod tes, EML laser chips tau dhau los ua ib qho kev daws teeb meem tseem ceeb kom ua tiav ib qho - wavelength 100G / 200G tus nqi vim lawv cov bandwidth siab, tsis tshua muaj dispersion thiab ntev - kis tau tus mob zoo, thiab tau dav siv nyob rau hauv 400G, 800G thiab txawm 1.6T optical modules siab{10}. Ntawm qhov tod tes, ntsib txoj kev tawm tshiab silicon photonics thev naus laus zis, CW laser chips ua ke nrog silicon photonic modulators tau maj mam dhau los ua cov cuab yeej tseem ceeb txhawb nqa cov tiam tom ntej ntawm cov khoom siv kho qhov muag sib txuas thiab ultra- siab- cov ntaub ntawv chaw sib txuas ceev vim lawv cov kev sib koom ua ke siab, qis -tus nqi muaj peev xwm, thiab kev hloov pauv zoo tshaj plaws rau PO.
. Cov khoom lag luam hloov mus rau kev ua tau zoo dua, thiab tus nqi ntawm cov khoom siv txuas ntxiv nce ntxiv. Raws li cov khoom siv kho qhov muag txuas ntxiv mus txuas ntxiv mus rau qhov nrawm dua, thiab cov thev naus laus zis kev koom ua ke tshiab tau tshawb nrhiav thiab siv, cov kev xav tau siab dua tau muab tso rau ntawm kev ua haujlwm ntawm laser chips. Noj EML cov kev daws teeb meem ua piv txwv, kev sib kis tau zoo feem ntau xav tau kev ua haujlwm siab thiab kom muaj nuj nqis ntawm laser chips ib chav tsev kho qhov muag kev sib txuas khoom, tsav tsheb nce tus nqi ntawm laser chips rau ib chav tsev kho qhov muag interconnection khoom.
Hauv kev daws teeb meem silicon, txawm hais tias silicon lub teeb thev naus laus zis txo tus nqi ntawm qhov kev hloov pauv los ntawm cov txheej txheem CMOS, txhawm rau tsav lub siab dua -ceev silicon lub teeb lub cav thiab ua tau zoo them nyiaj rau txoj kev nyuaj ntawm -chip optical txoj kev poob, qhov kho qhov muag module yuav tsum tau nruab nrog lub siab dua - lub zog, siab dua - lub teeb pom kev zoo ntawm lub teeb CW. Tsis tas li ntawd, raws li kev lag luam hloov mus rau - tiam tom ntej kev sib koom ua ke thev naus laus zis xws li NPO thiab CPO, qhov kev thov rau laser chips yuav raug hloov pauv, thiab tus nqi ntawm laser chips hauv tag nrho cov nqi kho vajtse yuav tsum nce ntxiv.
. Supply chain diversification. Kev nthuav dav ntawm AI- tau tsav thoob ntiaj teb kev suav cov txheej txheem tau tso cov kev xav tau tseem ceeb ntawm qhov ntsuas, kev ruaj ntseg thiab sijhawm raws sijhawm ntawm cov saw hlau, tsim kom muaj lub tswv yim zoo rau siab - zoo laser chip manufacturers. Qhov tseem ceeb, cov tuam txhab tsim khoom muaj peev xwm ua tau zoo (nrog rau kev loj hlob ntawm epitaxial, siab -} precision grating etching) thiab cov txiaj ntsig zoo hauv kev ua haujlwm zoo thiab muaj peev xwm teb tau sai tuaj yeem ua tau raws li cov kev xav tau nruj, koom nrog thoob ntiaj teb cov khoom lag luam cov saw hlau, tsim kom muaj ntau yam khoom siv thoob ntiaj teb, thiab tau txais txiaj ntsig thoob ntiaj teb kev lag luam. Nws yog ib qho tseem ceeb heev uas cov tuam txhab laser chip ntau thiab ntau dua tau siv cov tswv yim thoob ntiaj teb los ntawm kev nrhiav lawv cov chaw tsim khoom nyob ze ntawm cov chaw tsim khoom kho qhov muag los yog cov neeg siv khoom kawg, yog li tsim kom muaj zog dua thiab muaj kev sib txawv thoob ntiaj teb cov saw hlau sib txuas.
Laser nti nqi qauv
Tus nqi qauv ntawm laser chips yog dominated los ntawm cov nqi tsim khoom, cov nqi ua haujlwm ncaj qha thiab cov nqi khoom siv. Cov nqi ntawm cov khoom siv feem ntau suav nrog substrates, kub lub hom phiaj, roj tshwj xeeb thiab tshuaj lom neeg, thiab lwm yam, nyob ntawm cov khoom sib txawv, thiab feem ntau suav txog 10% txog 20% ntawm tag nrho cov nqi. Tam sim no, cov ntaub ntawv substrate ntawm laser chips feem ntau yog InP thiab GaAs. Ntawm lawv, InP tus nqi tau nce ntxiv nyob rau ob peb xyoos dhau los vim yog cov khoom siv nce nqi thiab lwm yam teebmeem. Vim yog cov txheej txheem tsim khoom yooj yim ntawm GaAs, tus nqi tau maj mam poob nrog cov txheej txheem optimization thiab iteration technology.
Laser nti kev sib tw teeb meem
.Production paub-yuav ua li cas. Laser nti ntau lawm yog nyob ntawm cov txheej txheem tseem ceeb, xws li kev loj hlob ntawm epitaxial, siab -precision grating etching thiab complex tsim ntawm siab -speed modulation. Raws li qhov tsis txaus ntawm cov chaw tsim khoom nrog tag nrho- txheej txheem tsim muaj peev xwm, feem ntau cov chaw muag khoom laser yuav tsum ua haujlwm hauv IDM qauv, uas tso cov kev xav tau siab heev ntawm cov neeg muab khoom 'kev tswj hwm tag nrho cov txheej txheem tsim khoom thiab muaj peev xwm ua kom sib sib zog nqus kev lag luam paub- yuav ua li cas. Tsis tas li ntawd, qhov nrawm nrawm ntawm downstream optical interconnect khoom tau tsav kev nruam kev thev naus laus zis ntawm qib nti. Yog li ntawd, cov tuam txhab tsim khoom yuav tsum muaj cov cuab yeej cuab tam los txhawb R & D sai sai rau kev tsim khoom loj, txuas ntxiv txhim kho cov txheej txheem tsis tu ncua, thiab tswj kom ruaj khov thiab muaj txiaj ntsig zoo kom ntseeg tau cov khoom lag luam.
.Cov neeg siv khoom ntseeg siab thiab kev koom tes. Kev lag luam optical interconnection yog tus cwj pwm los ntawm cov txheej txheem ntawv pov thawj nruj heev thiab ntev. Cov nqi hloov pauv siab tau tshwm sim los ntawm cov kev daws teeb meem kho qhov muag sib cuam tshuam thiab cov chaw muab kev pabcuam huab teeb tsa cov teeb meem tsis sib haum xeeb rau cov neeg tuaj tshiab. Txawm li cas los xij, rau cov neeg muag khoom uas nkag mus tau zoo, cov yam ntxwv no txhawb kev sib raug zoo uas muaj zog heev thiab tsis tshua muaj kev hloov pauv. Los ntawm kev tsim lub sijhawm ntev -, kev ntseeg siab koom tes nrog cov thawj coj hauv kev lag luam, cov tuam txhab laser chip tuaj yeem sib koom ua ke rau hauv lub ntiaj teb cov saw hlau thiab tau txais kev nkag siab tseem ceeb thaum ntxov raws li AI thiab cov ntaub ntawv chaw tsim khoom txuas ntxiv mus.
. Kev tshawb nrhiav thiab kev tsim kho muaj peev xwm. Cov thev naus laus zis ntawm kev lag luam optical interconnection yog iterating sai, uas yuav tsum tau upstream laser chip manufacturers muaj rau pem hauv ntej - saib layout thiab systematic kev tshawb fawb thiab kev loj hlob muaj peev xwm. Cov tuam txhab ua lag luam feem ntau npaj ua ntej hauv kev tshawb fawb thiab kev tsim cov thev naus laus zis tseem ceeb kom ua tau raws li qhov xav tau ntawm cov khoom lag luam hauv qab. Laser chip manufacturers nrog xws li systematic thiab rau pem hauv ntej- saib R&D peev xwm tsis tau tsuas yog tswj tus thawj pace ntawm thev naus laus zis iterations, tab sis kuj tsim kev teeb meem uas nyuaj rau replicate nyob rau hauv kev lag luam, thiab txuas ntxiv mus rau cov khoom ua tau zoo thiab kev ntseeg tau.
. Supply chain Management peev xwm. Lub dynamic xwm ntawm kev lag luam kev sib txuas kho qhov muag muab qhov kev xav tau siab heev ntawm kev tswj cov saw hlau thiab kev ua haujlwm agility. Cov neeg tsim khoom yuav tsum muaj lub peev xwm los nthuav dav ntau lawm, ua kom zoo dua cov peev txheej, thiab ua tau raws li cov neeg siv khoom nruj me ntsis. Kev paub tab thiab muaj zog cov saw hlau yog qhov tseem ceeb rau kev daws cov kev pheej hmoo cuam tshuam nrog kev lag luam sai sai thiab kev txiav txim siab hloov pauv. Los ntawm kev tsim cov khoom lag luam sib txuas thiab tswj kev tsim muaj peev xwm ruaj khov, cov tuam txhab laser chip tuaj yeem ua tiav kev lag luam ntawm cov nplai, ua tau raws li cov kev xav tau nruj me ntsis, thiab tswj cov nqi zoo hauv kev lag luam thoob ntiaj teb kev sib tw hnyav.
Yog xav paub ntxiv txog kev lag luam kev tshawb fawb thiab kev tshuaj xyuas, thov mus saib lub vev xaib official ntawm Sihan Industrial Research Institute. Tib lub sijhawm, Sihan Industrial Research Institute tseem muab cov ntaub ntawv tshawb fawb txog kev lag luam, kev tshawb fawb txog kev ua tau zoo (kev pom zoo thiab kev ua haujlwm, qiv nyiaj hauv tuam txhab nyiaj, kev txiav txim siab peev, pawg rooj sib tham), kev npaj ua lag luam, kev npaj chaw ua si, kev npaj ua lag luam (kev nqis peev nyiaj txiag, kev nqis peev thiab kev sib koom ua lag luam, kev txiav txim siab sab hauv- ua), kev tshawb fawb tshwj xeeb, kev tsim vaj tsev, kev sib tham txog kev lag luam tawm txawv teb chaws thiab lwm yam.
