1. Tower Semiconductor and Innolight expand collaboration using Tower's new SiPho platform. 2. The technology reduces the number of external optical components by half, simplifying design and enhancing efficiency. 3. The solution addresses the needs of high-speed optical connectivity in AI-driven data centers.
Recent #Optical Modules news in the semiconductor industry
➀ STMicroelectronics has recently released new developments in its300mm silicon photonics platform, detailing its development history for reference.
➁ ST began collaborating with Luxtera in 2012 to develop a 12-inch silicon photonics platform under Luxtera's existing silicon photonics IP technology.
➂ ST showcased its silicon photonics platform progress at OFC 2015, using a 90nm process node and specific characteristics of its silicon waveguides and optical devices.
➃ Luxtera developed PSM4 and PSM8 products on ST's silicon photonics platform, but later partnered with TSMC, leading to better performance for Luxtera's devices.
➄ ST recently announced a new silicon photonics solution, PIC100, with improved device performance to meet 200G single-channel application needs.
➅ ST is also developing TSV and heterogeneous integration processes for 400G/lane applications.
➆ ST is targeting the 800G and 1.6T optical module market with its new BiCMOS platform B55X, and has announced a partnership with AWS.
➇ ST's silicon photonics platform has had a complex development, from its partnership with Luxtera to its current collaboration with AWS.
➀ Marvell has announced a significant multi-year and multi-product win at AWS; ➁ The win includes custom AI products, optical digital signal processors (DSPs), active electrical cable (AEC) DSPs, PCIe retimers, data center interconnect (DCI) optical modules, and Ethernet switching silicon solutions; ➂ The deal is a competitive win against Broadcom and Astera Labs in various parts of the business.
➀ Xin Yisheng reported a revenue of 2.403 billion yuan in the third quarter of 2024, a year-on-year increase of 207.12%; net profit of 781 million yuan, a year-on-year increase of 453.07%.
➁ The company's cumulative revenue for the first three quarters reached 5.13 billion yuan, a year-on-year increase of 145.82%, with a net profit of 1.646 billion yuan, a year-on-year increase of 283.2%.
➂ Xin Yisheng showcased 100G to 800G/1.6T series high-speed optical modules at CIOE, designed for data center and AI/ML cluster internal interconnection needs.
➀ Solix Photonics showcased its 1.6T/800G/400G high-speed PAM4 optical module products and next-generation 50G PON OLT/ONU broadband access products the 50th European ECOC Optical Communication Industry Exhibition. The company's 50G PON product series won the first-ever Post Deadline Awards for its smallest package size and low power consumption. ➁ Solix also displayed its leading 1.6T, 800G, and 400G full-series PAM4 products, including the industry-first 800G 4x226G LR4 QSFP-DD optical module. ➂ Solix Photonics ranked ninth in the global optical receiver manufacturer rankings in 2023 and third in 400G optical module shipments in the first quarter of 2024.
➀ Progress in single-mode VCSELs has been documented from 25Gbps rates to 106Gbps PAM4 rates by 2024, with transmission distances up to2km-5km; ➁ Broadcom and Finisar use multimode structures with varying transmission distances of 30m, 50m, and 100m; ➂ At OFC2024, an 800G optical module based on single-mode VCSEL was presented; ➃ ECOC2024 saw the development of a 1.6T CPO optical module with 16-channel design; ➄ The design structure remained similar to 2022 and 2023 with optimizations; ➅ A new design approach with no浮雕位错structures improved bandwidth and achieved single-mode control; ➆ A smaller oxidation aperture reduced RC constants, enhancing bandwidth; ➇ P-type electrodes formed a ring-shaped transverse cavity for PPR and single-mode resonance amplification; ➈ 1060nm VCSELs offer lower loss and smaller dispersion, beneficial for longer transmission distances; ➈ Tokyo Institute of Technology achieved a bandwidth of 33GHz at 9mA current, supporting 1.6T CPO module封装 and 2km transmission.
➀ LIGHTWAVELOGIC focuses on 1.6T PIC chips based on EO polymer modulators, addressing issues of LNOI incompatibility with traditional CMOS processes and bandwidth density limitations in silicon photonics. The EO polymer technology is expected to be compatible with silicon photonics factories while maintaining excellent bandwidth performance. ➁ Polymer modulators based on hetero-integration technology feature low drive voltage (Vpi<1V), low power consumption, and high density, along with very high bandwidth (70-100GHz) and ease of manufacturing on silicon wafers. ➂ The EO bandwidth of 86GHz allows for a single wave 200GHz eye diagram with drive voltage less than 1V, suitable for 4*200G 800G optical modules. This bandwidth is also suitable for single wave 400G applications and can be used for 4*400G 1.6T optical modules. ➃ Device long-term reliability is demonstrated with Vpi stability after 6000 hours, with less than 1.2% change. Device long-term light stability is not an issue when protected by O2.
➀ XuChuang's revenue for the first half of 2024 reached 10.799 billion, surpassing the full-year revenue of 2023. ➁ The net profit attributable to shareholders was 2.358 billion, quadrupling compared to the same period in previous years. ➂ The company has seen continuous quarterly growth for five consecutive quarters, starting from Q2 2023, driven by the explosive growth in the AI market. ➃ XuChuang sold 6.2 million optical modules in the first half of the year, with 4.6 million shipped overseas, accounting for 94.5 billion in revenue. ➄ The company predicts that the Chinese optical module market will grow from 2.65 billion in 2023 to 6.5 billion in 2029, with Ethernet modules expected to account for 48% of the market.
➀ 52.7% of failures in 200G FR4 modules are due to 50G PAM4 DFB laser power degradation or absence. ➁ PCBA failures significantly increased to 24.8%, likely due to high-speed HDI board and dense soldering processes. ➂ 15.9% of failures are attributed to gold wire bonding in the Rx section. ➃ In 400G FR4 modules, EML is used instead of DFB, resulting in lower failure rates at 13.4%, with PCBA emerging as the primary failure point.
➀ HuaGong Technology's connectivity business is aggressively expanding into overseas markets, with a focus on optical module technology leadership. ➁ The company's revenue reached 5.2 billion yuan, a 3.51% increase, with a net profit of 625 million yuan, up 7.4%. ➂ The company has successfully developed 800G LPO and 1.6T optical modules, which are leading in the industry and have received significant attention from top overseas clients.