According to media reports, the 49th Optical Networks and Communications Symposium and Expo (OFC 2024) will be held on March 24-28, and the exhibition will be held on 26-28. Highlights of this exhibition include optical communication technologies such as 1.6T optical modules & 200G optical chips, LPO, silicon & CPO, and thin-film lithium niobate.
According to media reports, the 49th Optical Networks and Communications Symposium and Expo (OFC 2024) will be held on March 24-28, and the exhibition will be held on 26-28. This international event, which brings together the best wisdom in the field of optical communication, is the largest, and rich in history, not only a weather vane for the industry, but also a powerful engine leading the future development of optical communication. As an influential event in the global optical communications industry, every year OFC exhibitors bring cutting-edge results in optical communication technology. Highlights of this year's exhibition include 1.6T optical modules & 200G optical chips, LPO, silicon & CPO, and thin-film lithium niobate.
Guoxin Securities released a research report saying that in the global optical module market, domestic manufacturers are already in a leading position. According to LightCounting data, among the top ten optical module manufacturers in 2022, the revenue of Chinese manufacturers has surpassed Western competitors. In the AI era, due to the accelerated iteration of optical modules, leading manufacturers with leading positions have advantages in R&D capabilities, scale advantages, supply chain capabilities, customer stickiness, and capacity layout, and are expected to benefit the core. At the same time, changes in new technology are also having an impact on changes in the landscape, focusing on manufacturers with forward-looking layouts in fields such as LPO and silicon optics.
According to the Finance Federation's theme library, among the relevant listed companies:
ROBOTCO's shareholding company FICONTEC will participate in OFC. FICONTEC is in an international leading position in packaging and testing of 800g and 1.6T high-speed optical modules, and has independent precision motion control design and manufacturing technology.
Optical Bank Technology is deeply involved in the integration of optical fiber devices and chips. It is a supplier to well-known lasers and optical communication companies at home and abroad. In particular, it has many core patented technologies in the field of bias protection and high power devices. The company is also the only company in the world that can mass-produce lithium niobate modulators in China.