陕西光电子先导院：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 shorten the chip production cycle by approximately 30% and accelerate technology iteration and product upgrades for clients [1][2] - The pilot line, with an investment of 750 million yuan, fills a gap in the regional silicon photonics chip pilot testing field and serves as a core support for building a 100 billion yuan-level photonics industry cluster in Shaanxi [1][2] Group 1: Industry Challenges and Solutions - The pilot testing phase has long been a bottleneck for innovation in the global photonics industry, with most resources concentrated in European and American companies, leading to high costs and long production cycles for domestic firms relying on foreign platforms [2] - The Shaanxi Optoelectronic Pilot Institute aims to bridge this gap by providing small-batch order services for innovative entities, addressing the highly customized needs that traditional foundries are often unwilling to meet [2][3] Group 2: Business Model Innovation - The institute has developed a unique "platform + fund" model to address the inherent commercial challenges of low equipment utilization in pilot platforms, integrating platform services with industrial investment to create a virtuous cycle [3] - As of October 2025, the institute's parent company and its associated fund have invested in 577 hard-tech enterprises, with a total market valuation of 695.6 billion yuan [3] Group 3: Technological Development and Future Plans - The institute is advancing the construction of a heterogeneous integration platform, aiming to create a triad structure of "compound semiconductors + silicon photonics + heterogeneous integration," covering the entire chain from material growth to chip processing and system testing [5] - The number of photonics enterprises in Shaanxi has increased from approximately 150 to 379 since the launch of the plan in 2021, with the industry scale growing from 15 billion yuan to 36.5 billion yuan [5][6] Group 4: Strategic Positioning and Industry Ecosystem - The institute is positioning itself as a key player in the domestic photonics industry, focusing on building a robust industrial ecosystem that connects upstream and downstream enterprises [5][6] - The institute's development philosophy emphasizes long-term quality over short-term gains, aiming to solidify Shaanxi's competitive advantage in the photonics technology race [6]