The construction of 5G will stimulate the growing demand for optical communication equipment. Optical library technology also aims at this opportunity and has won the favor of large equipment manufacturers in the industry.
"Large equipment manufacturers will have higher requirements for the quality of parts. Optical library technology ensures the stability of information transmission by virtue of polarization maintaining fiber device processing technology and high reliability device technology, and can stand the test. " Wang Xinglong said. The main products of optical library technology in the field of optical communication devices are isolators, wavelength division multiplexers, beam splitters/couplers and other passive devices. After more than ten years of technology and experience accumulation, the company has become the core supplier of passive devices and enjoys a high reputation in the industry. According to OVUM's prediction, by 2022, the global sales of optical devices will exceed $654.38+0.4 billion. According to ICCSZ forecast, by 2022, the domestic optical device market will reach 3.85 billion US dollars, accounting for 27.5% of the global market.
In addition to communication network construction, optical library technology has entered the data center field through mergers and acquisitions. From 2065438 to September 2008, Guangku Technology acquired 0/00% equity of Shenzhen Jiahua Weijie/KLOC through continuous follow-up research. Wang Xinglong said, "Jiahua Weijie is in a relatively leading position in the micro-connection product technology required for high-speed data communication optical transceiver module. Everything is normal at present and there is great potential for future growth. "
Wang Xinglong further pointed out that the company was able to enter the fast-growing data center and cloud computing industry chain through this acquisition, which expanded the strategic layout of the company. Some of Jiahua Weijie's high-speed micro-connection products, such as Z-Block high-speed module passive wavelength division multiplexer, silicon photonic high-speed module connector and 400G high-speed module passive connector, can be used for optical transceiver modules in data centers, and some products can be directly applied to optical transceiver modules in 5G base stations.
It is understood that the development of data centers is centralized and large-scale. According to Cisco's forecast, by 202 1, there will be 628 very large-scale data centers in the world, which is nearly 1.9 times higher than that of 20 16. China has the largest incremental demand for data centers in the world, and the new requirements of network infrastructure will promote the global demand for optical modules. In addition, Lianxun Securities Research Report predicts that with the commercialization of 5G, the number of Hong Jizhan and small base stations will greatly increase, and the domestic optical module market will reach 60 billion.
Exploring laser chips and doing a good job in industrial chain repair
20 19 interim report shows that guangku technology achieved operating income of1790,000 yuan in the first half of this year, up 30% year-on-year. However, the net profit attributable to shareholders of listed companies was only 24.4523 million yuan, a year-on-year decrease. Regarding the situation of increasing income but not increasing profit, Wang Xinglong said frankly that apart from the fierce competition in the domestic market, the main reason was the amortization of equity incentive fee of17.3 million yuan in the first half of the year. However, with the expansion of production and operation scale in the future, the impact of depreciation of fixed assets and other factors on the company's net profit will gradually weaken. As a leading enterprise in the field of industry segmentation, the company's ability to resist risks will be stronger than that of a large number of small enterprises.
The company first entered the fiber laser equipment market. Fiber laser is widely used in cutting, welding, marking and other materials processing, as well as sensing, driverless, lidar, scientific research, medical and other fields. In recent years, it has gradually realized the transformation from relying on imports to self-research, replacing imports to exports. With the reduction of cost and the improvement of performance, the application of fiber laser will be further expanded. After years of operation and market inspection, the company has established a solid technical foundation and a stable and reliable product image in the industry. The company has become one of the well-known brands in the industry and has been widely recognized by mainstream fiber laser manufacturers at home and abroad.
"Improving the output power is the most important development direction of fiber lasers in the future, and the corresponding fiber lasers are also developing towards high power; In addition, high performance, high reliability, miniaturization, integration and broadening the working temperature range are also important development directions of fiber lasers. " Wang Xinglong said that in the next few years, the company will strive to improve the carrying capacity, performance and reliability of high-power laser devices and optical communication devices such as polarization maintaining devices, and actively introduce new products to meet the growing market demand and emerging new applications.
Regarding the decline in gross profit margin caused by low-price competition in the industry, Wang Xinglong introduced that the company will reduce costs by changing raw materials from outsourcing to self-making, and will also explore appropriate ways such as independent research and development and extension expansion to enter the optical chip market, realize mass production of high-end laser chips, enhance domestic supply capacity and reduce dependence on foreign suppliers.
In the future, the company will continue to expand its advantages in the fields of laser devices and optical communication devices, do a good job in repairing the industrial chain, enrich the product line and provide customers with more choices. For new applications that have emerged in recent years, including 5G, unmanned lidar, 3D sensing, laser medical treatment, and optical network update and upgrade, the company will launch high-performance optical devices developed for these special applications according to actual conditions.