IPO研究 | 预计2029年硅光芯片销售额将达30亿美元

Group 1 - Xiamen Youxun Chip Co., Ltd. has been accepted for IPO on the Sci-Tech Innovation Board, with CITIC Securities as the sponsor, and the company specializes in the research, design, and sales of optical communication front-end transceiver chips [1] - The demand for optical modules in data centers is increasing due to the higher requirements for computing, storage, and processing capabilities driven by the integration of new information technologies with various industries [1][6] - The rapid development of artificial intelligence (AI) is significantly enhancing the value of optical communication, as it requires high-speed and stable data transmission for processing massive datasets [2] Group 2 - According to IDC, global data volume is expected to reach 384.6 ZB by 2028, with a compound annual growth rate of 24.4%, primarily driven by the widespread application of AI technologies [3] - The construction and expansion of data centers are experiencing significant opportunities due to the increasing storage demands from massive data, with a shift towards supporting large-scale data processing and high-performance computing [6] - The market potential for silicon photonics technology in optical communication is substantial, with projected sales of silicon chips reaching $3 billion by 2029, and a significant increase in their market share within the global optical module market [7]