打造芯片从实验室走向市场的关键枢纽

Core Insights - The establishment of the first 8-inch silicon photonics pilot line in Northwest China marks a significant breakthrough in the "Chasing Light Plan" of Shaanxi, aiming to accelerate the development of the photonics industry in the region [1][4] - The pilot line is expected to reduce the chip production cycle for photonics and silicon photonics customers by approximately 30%, facilitating faster technology iteration and product upgrades [1][5] Industry and Company Developments - The pilot line, with an investment of 750 million yuan, fills a gap in the silicon photonics chip pilot testing field in the region and serves as a core support for building a 100 billion yuan photonics industry cluster in Shaanxi [1][4] - The company, Shaanxi Optoelectronic Pilot Institute, aims to address the challenges in the pilot testing phase, which has been a bottleneck for innovation in the global photonics industry [1][2] - The company has established partnerships with over ten leading enterprises shortly after the pilot line's launch, attracting multiple external companies to Shaanxi due to shorter waiting times and higher efficiency compared to foreign counterparts [2][4] Innovative Business Models - The company has developed a unique "platform + fund" model to address the commercial challenges of low equipment utilization in pilot operations, integrating platform services with industrial investment to create a virtuous cycle [2][3] - As of October 2025, the parent company and associated funds have invested in and incubated 577 hard technology enterprises, with a total market valuation of 695.6 billion yuan [2][3] Technological Advancements - The company has introduced a "1+N" flexible engineering platform model, which combines a core process platform with multiple specialized process platforms to meet customized demands while optimizing resource utilization [3][4] - The company is proactively developing heterogeneous integration technology to combine different materials on a silicon substrate, maintaining the advantages of silicon while integrating other material characteristics [3][4] Industry Growth and Future Plans - Since the launch of the "Chasing Light Plan" in 2021, the number of photonics enterprises in Shaanxi has increased from approximately 150 to 379, with the industry scale growing from 15 billion yuan to 36.5 billion yuan [4][5] - The company plans to establish the Shaanxi Photonics Technology Laboratory, aiming to tackle over 30 key core technologies within two years, with a target to exceed 50 billion yuan in industry output value [4][5]