Qhov loj -Kev xa tawm ntawm AI lub hauv paus qauv thiab kev nthuav dav ntawm kev siv computer txuas ntxiv- ua ke nrog kev hloov kho kom nrawm dua hauv cov ntaub ntawv chaw sib txuas ceev- tau ua rau muaj kev xav tau ntau ntxiv rau cov khoom siv sib txuas lus kho qhov muag. Kev lag luam thoob ntiaj teb cov ntaub ntawv kev sib txuas lus tam sim no tab tom ua raws li kev hloov kho kom pom tseeb: qhov loj - kev lag luam loj ntawm 800G, qhov ntim nrawm nrawm- nce ntawm 1.6T, thiab kev nce qib tsis tu ncua nyob rau pem hauv ntej- tab tom nrhiav kev npaj rau 3.2T thev naus laus zis. Lub caij no, kev sib txuas ntawm txoj hauv kev siv thev naus laus zis tshiab-xws li silicon photonics, LPO, NPO, thiab CPO- tau txuas ntxiv txhawb nqa lub network bandwidth thiab kev sib kis tau zoo. Tawm tsam qhov keeb kwm yav dhau los no, cov tuam txhab thoob plaws kev sib txuas lus kho qhov muag tau muab cov txiaj ntsig zoo tshaj plaws.
Tsis ntev los no, Shijia Photons, tus tsim tawm ntawm cov khoom siv kho qhov muag thiab cov khoom siv, tau tshaj tawm nws cov txiaj ntsig nyiaj txiag rau thawj ib nrab xyoo 2026. Lub sijhawm no, lub tuam txhab tau sau cov nyiaj tau los ntawm RMB 1.495 billion (nce 50.66% xyoo-rau- xyoo), cov nyiaj tau los ntawm RMB 315 lab (ntau xyoo) thiab cov nyiaj tau los ntawm 45.80% tsis suav nrog cov khoom tsis yog- rov tshwm sim ntawm RMB 309 lab (nce 44.42% xyoo-rau- xyoo).
Shijia Photons tau suav hais tias qhov kev loj hlob ntawm cov nyiaj tau los feem ntau yog qhov nthuav dav ntawm cov ntaub ntawv kev sib txuas lus lag luam, uas tau tsav los ntawm qhov kev thov rau AI xam lub zog; lub tuam txhab tau yoog raws li kev xav tau ntawm kev lag luam, qhia txog nws cov khoom sib tw zoo, thiab tau txais kev lees paub ntawm cov neeg siv khoom ntau ntxiv, ua rau ib xyoos - dhau - xyoo nce hauv kev txiav txim.
Tshwj xeeb, Shijia Photons 'core lag luam encompasses optical chips thiab pab kiag li lawm, sab hauv tsev optical cables, thiab polymer cov ntaub ntawv rau cables; nws cov khoom siv dav siv hauv kev sib txuas lus hauv tsev thiab thoob ntiaj teb, kev sib txuas lus cov ntaub ntawv, thiab kev lag luam kho qhov muag.
Cov nyiaj tau los ntawm cov khoom siv kho qhov muag thiab cov khoom siv tau txog RMB 1.243 billion (nce 77.64% xyoo-tshaj - xyoo); cov nyiaj tau los ntawm cov kab hluav taws xob sab hauv tsev yog RMB 97.5234 lab (down 34.97% xyoo-tshaj - xyoo); thiab cov nyiaj tau los ntawm cov ntaub ntawv polymer cable yog RMB 137 lab (nce 8.77% xyoo- dhau- xyoo).
Tam sim no, Shijia Photons tau ua tiav cov txheej txheem thev naus laus zis thiab cov khoom tawg, nthuav tawm los ntawm ib qho PLC optical splitter chips rau cov chips passive xws li AWG, VOA, thiab OSW. Tib lub sijhawm, lub tuam txhab tau tawm tswv yim nkag mus rau cov khoom siv nti ua haujlwm - txhim kho DFB, siab - zog CW- DFB, thiab EML laser chips- yog li tsim cov khoom lag luam ntawm kev sib koom ua ke "passive + active" kev txhim kho thiab tsis tu ncua mus rau kev sib koom ua ke ntawm kev siv tshuab.
Cov khoom lag luam "passive + active" suav nrog: passive chip series (PLC, AWG, OSW, VOA, thiab lwm yam); passive optical tivthaiv series (AWG, MT-FA, FAU, thiab lwm yam); passive ntse module series (AWG, WDM, VMUX, thiab lwm yam); nquag laser nti series (FP, DFB, EML, thiab lwm yam); Sab hauv tsev hloov kho qhov muag cable series (1-3456 cores); siab- ceev interconnect thaj qaum series (MPO, MMC, thiab lwm yam); thiab polymer cable khoom series.
Hais txog kev nce qib ntawm cov khoom siv thev naus laus zis, lub tuam txhab passive DWDM-AWG cov khoom lag luam tau ua tiav nkag mus rau cov khoom lag luam ntawm cov khoom lag luam tseem ceeb hauv tsev thiab thoob ntiaj teb thiab ua tiav ntau lawm. Tshwj xeeb tshaj yog, rau 200G, 400G, thiab 800G coherent kev sib txuas lus daim ntawv thov nyob rau hauv lub caj qaum thiab lub nroog cheeb tsam tes hauj lwm, lub tuam txhab tau ua tiav ntim khoom xa tuaj ntawm 8-channel 200GHz AWG chips thiab modules tsim rau optical xam. Hauv kev txhawb nqa siab -cov khoom siv kho qhov muag ceev, lub tuam txhab CWDM AWG thiab LAN-WDM AWG cov khoom tau raug siv hauv ntim los ntawm cov tuam txhab kho qhov muag. Qee yam MT-FA cov khoom tsim los rau 800G thiab 1.6T siab-cov khoom siv kho qhov muag ceev tau ua tiav kev lag luam ntau lawm, thaum lwm tus tab tom ua rau cov neeg siv khoom siv tau thiab kev lag luam nce qib; siab-channel FAU cov khoom lag luam tsom rau CPO (Co-Packaged Optics) cov txheej txheem ntim khoom qib siab tau pib me me -batch xa khoom, tso lub tuam txhab thaum ntxov nyob rau tom ntej - tiam tom ntej high-speed optical kev sib txuas lus technology toj roob hauv pes.
Hais txog cov khoom lag luam nquag, lub tuam txhab tau tsim ua tiav hauv -tsev R&D thiab cov txheej txheem tsim khoom rau DFB laser chips, ua rau nws yog ib qho ntawm ob peb lub tuam txhab lag luam muaj peev xwm ywj pheej ntau lawm thoob plaws tag nrho DFB laser chip kev lag luam saw. Nws cov DFB laser chips tau ruaj khov nkag rau hauv ntim rau kev nkag mus rau hauv kev siv network, tsim lub tuam txhab ua tus xa khoom tseem ceeb hauv cov haujlwm no. Nruam -wave (CW) DFB lub teeb qhov chaw thiab cov khoom txhawb nqa tsim los rau cov ntaub ntawv chaw silicon photonics daim ntawv thov tau ua tiav, nrog qee cov khoom lag luam twb tau ntim khoom; Cov qauv kev tsim kho rau EML cov khoom tiav, thiab tam sim no lawv tau txais kev lees paub rau cov neeg siv khoom, nrog rau cov peev txheej rau kev lag luam nrawm nrawm rau yav tom ntej.
Hauv thawj ib nrab ntawm lub xyoo no, Shijia Photons pom kev loj hlob tseem ceeb hauv nws cov lag luam txawv teb chaws, nrog cov nyiaj tau los nce 95.00% xyoo-rau- xyoo rau RMB 881 lab, suav txog 58.89% ntawm tag nrho cov nyiaj tau los.
Hais txog kev siv nyiaj R & D, kev nqis peev tag nrho RMB 59.4251 lab hauv thawj ib nrab ntawm lub xyoo, sawv cev 3.97% ntawm tag nrho cov nyiaj tau los. Qhov tseem ceeb, R & D peev ntsig txog cov khoom siv kho qhov muag txuas ntxiv mus, thaum R & D kev siv nyiaj ntawm fiber ntau optic connector thaj qaum thiab sab hauv kho qhov muag cables tsis kam; Qhov kev txo qis no yog vim qhov tseeb tias nyob rau tib lub sijhawm xyoo tas los, siab - MPO thiab MMC thaj cords ceev tau nyob rau theem pib ntawm R&D thiab xav tau cov khoom siv ntau dua, thaum lub sijhawm tshaj tawm tam sim no, cov txheej txheem rau cov khoom lag luam tau loj hlob, ua rau txo qis ntawm cov khoom siv.
