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Photoelectric components industry, including the TOSA, ROSA, BOSA and front end TO the upstream is light chip manufacturers, downstream is light module manufacturers. Component enterprises with the main light chip encapsulation coupling, is now in the experience from the manual operation to the stage of the evolution of manual and automatic operation so this industry is also active optical devices industry for a long time the most need to Know - How. Since 2014, because of FTTH, and data center construction, but also because the main light chip supplier integration, global component supply shortage situation, appeared in the field, the order to a few months later became a common phenomenon. Because of a tense of orders, the price pressure is out of sight. Because of the unprecedented boom, the market has attracted many competitors. Let's count alone yu, constant light, the pie, three-excellent, kyushu, inscription, red valley, wing tai, ChuHan, long bei, Taiwan's united jun, halo, botha, etc. It's not too fast, light, hisense, south China university of technology is the source, Taiwan Jones itself has the module components production capacity, the company and doing simulator encapsulated fly kang, European companies such as DE. Results from three-excellent 2014 as you can see the rapid development of the field. Compared with 2013, three-excellent sales growth of 39%, net profit up 47%. Mr Li also told the editors, in the first quarter this year three-excellent sales increased by more than 70%.
What about the rapid development of the industry? What will be the development direction of this industry? Editor familiar with the pie photoelectric, for example, they are in the field as early as the introduction of automated production of light components company, and with the accumulated in automated production technology and automated packaging coupling device has made them champions of a free industry. Heng yu rose and light is the ancestor of the field, the scale of production, packaging technology in the domestic leading, especially the influence of yu rise over the years in the industry increases year by year. Press three-excellent miss li, this area there are two types of markets, one is huawei, zte equipment business customers, the other is a customer in the field of data communication, such as Avago. Large amount of the former, but the price is low, the high quality requirements. The latter quantity is also rising in recent years, but the order in Taiwan factory hands. All of the component manufacturers have to choose in the two types of customers. At the same time, the component manufacturer's own technical ability which choice is what they can do. There are many different kinds of optoelectronic components and DFB and FP laser packaging is different, PINTIA and encapsulation of APD is different, different rate of device packaging is different also. In recent years has been popular parallel components and COB technology, such as higher request to the packaging manufacturers.
For this industry the development of photoelectric component, the editor has actually been see don't understand. In the whole optical device on the industrial chain of components encapsulation in the role of an intermediate, there is no core chip technology, not directly to the application. The light of the world famous device enterprise is no specializing in packaging. To this, three-excellent Mr Li has his own story. She said, optoelectronic components packaging also can do a lot. The development direction of three-excellent packaging company is a professional photoelectric device. No matter how technology developing, even if the future silicon photonic chip, encapsulation always little not. And three-excellent to seal is not only the optical communication chips, the future of sensor, a variety of applications such as medical devices three-excellent can be encapsulated. Mr Li said, three-excellent optoelectronic components packaging industry advantage now is mainly manifested in the stable customer, since the TO the diversification of products, with many years of accumulated technology and automation assembly field's own management and so on. As the new three board of the listed company, three-excellent photoelectric, and on the relationship between the capital market, the company management more on a new step.
Miss li said, compared to peers, based on the combination of human and flexible manufacturing is one of the advantages of three-excellent, this also is the direction of the future industrial 4.0. At present the industry, many automatic production equipment automation degree is high, but the lack of flexibility, and the variety of products, the industry to the requirement of manufacturing flexibility is extremely high. In edit view, flexibility and the contradiction between scale, will exist in this industry for a long time to come. Automated production for the pie such component enterprises provide opportunities for economy, also let three-excellent photoelectric found the opportunity of rapid development. The next round of the opportunity will be intelligent production?
The development of an industry, there are two directions. One is the foundry pattern of foxconn, the Taiwan company does best. The second is the technical innovation and brand development road, this is the foundation of the leading americans today. Specific to the component encapsulation in this area, the Taiwan type foundry route is can guarantee the stability of the profit, this is what the industry currently unprecedented prosperous business model, but for the development of China's optoelectronic industry in the future, the contract cannot build China Finisar, after all. How to build a mechanism to encourage optoelectronic components packaging enterprises to a higher level of development, it is to edit the thinking of the problem, the problem for the entrepreneurs should consider
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