• Categories:Industry News
• Time of issue:2024-01-30

(Summary description)LightCounting (LC) has released its China optical device supplier and market report. In 2021, Chinese optical device and module manufacturers reached a milestone: the revenue of the top 10 suppliers in China exceeded the revenue of their Western competitors. This gap widens in 2022-2023. Their initial success was fueled by strong domestic demand for optical devices in China, but it was sales to U.S. cloud computing companies that propelled Xuchuang and a handful of other vendors to new sales records 50G SFP-DD PON OLT. The U.S. government has imposed tariffs on Chinese-made products, including optical transceivers, forcing many Chinese suppliers to set up production bases in Thailand, Vietnam or other countries in East Asia. This will require additional investment, but it will pay off for many years to come. Lower labor costs in East Asia are another benefit, which may become more important in the future. Many young people in China are no longer willing to take the factory jobs that once lifted their parents out of poverty 50G SFP-DD PON OLT. As the chart below shows, China's steady investment in optical network infrastructure has created a $2-3 billion domestic market for Chinese optical transceiver suppliers. LC's latest forecast suggests that China will account for 20-25% of global optical transceiver deployments in 2024-2029, compared to 25-35% in 2018-2023. Aggressive plans by U.S. cloud computing companies to deploy 800G optics in artificial intelligence (AI) clusters are a major factor in China's share decline over the next 2-3 years. LC expects that by 2027-2029, Chinese cloud computing companies and telecom service providers will catch up with their Western competitors in terms of optical spending 50G SFP-DD PON OLT. Another factor influencing the decisions of Chinese cloud computing companies and telecom service providers is the government's desire to prioritise more business to local manufacturers - not just transceiver makers, but also makers of the lasers and detection chips used in them. Although Chinese chip suppliers have made significant progress, they are 2-3 years behind their Western competitors in the development of high-speed (100G per channel) components. Insufficient domestic supply of 4x100G and 8x100G transceivers may limit their deployment in China over the next three years, but LC expects these products to be deployed in volume in China from 2027 50G SFP-DD PON OLT. Sunstar Communication Technology Co., LTD. (hereinafter referred to as the company) is located in Chengdu National High-tech Industrial Development Zone (West), established in December 2001, with a registered capital of 40 million yuan and more than 1000 employees, is a leading manufacturer of optical communication products in the industry. Since its establishment, the company has been focusing on the design and development, manufacturing, sales and technical support services of Optical appliances (OSA) and optical modules (Optical Transceiver). With the continuous technology accumulation and market development, the company has formed a core technology platform from optical path design to high frequency simulation, mechanical circuit design, material stress analysis FPC soft board design, IT software, automated production packaging, etc. With vertical integration capabilities from optical chip BAR cutting, TO-CAN & COB, BOX and other packaging platforms, optical devices (active/passive, airtight/non-airtight), optical modules, test instruments and a full range of products, quickly and accurately meet customer needs (OEM or ODM) 50G SFP-DD PON OLT.