RoboTechnik(SZ:300757) Xin Lang Cai Jing·2025-12-09 06:18Core Insights - The silicon photonic intelligent manufacturing equipment industry is experiencing rapid growth, with a projected market size of 2 billion yuan in 2024 and a compound annual growth rate (CAGR) of 46.9% from 2020 to 2024, expected to reach 2.6 billion yuan by 2025 [2][3][13] Industry Definition and Classification - Silicon photonic intelligent manufacturing equipment refers to a complete set of automated and intelligent equipment used for the research, packaging, and mass production of silicon photonic chips, addressing issues like bandwidth limitations and high power consumption in traditional electrical interconnections [3][25][29] - The equipment includes lithography, etching, coating devices, and high-precision assembly and testing equipment for silicon photonic devices [3][25][29] Industry Chain Structure - The upstream of the silicon photonic intelligent manufacturing equipment industry includes materials, components, and software; the midstream involves the production and integration of the equipment; and the downstream consists of manufacturers of photonic and silicon photonic products, primarily applied in data communication and telecommunications [3][8][31] Market Size and Growth - The global market for silicon photonic intelligent manufacturing equipment is projected to grow to 2 billion yuan in 2024, with a CAGR of 46.9% from 2020 to 2024, and is expected to reach 2.6 billion yuan by 2025 [2][3][13] Market Segmentation - The downstream applications of silicon photonic intelligent manufacturing equipment are mainly concentrated in data communication and telecommunications, which account for over 90% of the silicon photonic chip market demand. In 2024, the data communication sector is expected to account for 51.40%, while telecommunications will account for 48.60% [4][26][31] Competitive Landscape - There are few suppliers globally capable of providing intelligent photonic and silicon photonic manufacturing solutions. Domestic companies have made technological breakthroughs in key areas, gradually narrowing the gap with large foreign enterprises. Notable companies include Robotech, YZ Technology, and others [4][26][38] Market Trends - The rapid development of artificial intelligence and high-speed communication systems is driving the demand for silicon photonic devices. Future trends indicate a shift towards low-energy consumption and sustainable materials in the development of silicon photonic intelligent manufacturing equipment [5][27]