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The optical communication market continues to boom, driving the optical module market

At present, the industrial chain of silicon photonic technology has not formed a stable competition pattern, and some manufacturers try to enter the R&D and manufacturing link through acquisition, cooperation and other ways. For example, FaceBook cooperated with Intel to develop the data center rack in 2013, and Ciena acquired TeraXion high-speed optoelectronic component (HSPC) business in 2016. We believe that the R&D of silicon photonic technology requires excellent technical support and long-term and substantial capital investment. Companies with strong technology accumulation and sufficient funds are expected to emerge.