产业观察 | 硅光子技术，半导体供应链小而美的必争赛道

Core Viewpoint - The article emphasizes the significance of silicon photonics technology in the future of optical chip markets, highlighting its advantages in manufacturing optical transceivers and its expected market growth by 2030 [2][6][4]. Group 1: Market Overview - Silicon photonics technology is projected to dominate the optical chip market, with the market expected to triple by 2030, and the silicon photonics market share anticipated to double, leading to a sixfold market growth [2]. - Currently, InP optical chip products hold the largest market share at 40%, followed closely by silicon photonics at 37% [2]. Group 2: Technological Advantages - Silicon photonics offers high reliability and low failure rates, making it suitable for mass production, while other materials require years to achieve similar reliability [6]. - The integration of multiple optical components on a single chip is facilitated by silicon photonics, enhancing the reliability and linearity of modulators [10]. Group 3: Industry Adoption - Major companies like Cisco, Huawei, and Intel have significantly adopted silicon photonics technology, which took nearly a decade to influence the entire optical transceiver market [4]. - The compatibility of silicon photonics with LPO/CPO optical module packaging technology has driven its widespread penetration, increasing from 30% in 2024 to 60% by 2030 [4]. Group 4: Upcoming Events - TrendBank plans to host the 2025 Heterogeneous Integration Annual Conference from November 17-19, 2025, focusing on cutting-edge technologies in heterogeneous integration and advanced packaging [8][10].