硅光技术将主导市场，本土厂商能分“几杯羹”

Core Viewpoint - The article discusses the rapid development and market potential of silicon photonics technology, highlighting its significance in high-speed optical modules and its projected growth in the semiconductor market by 2030 [2][3]. Group 1: Market Potential and Growth - The global silicon photonics semiconductor market is expected to reach $7.86 billion by 2030, with a compound annual growth rate (CAGR) of 25.7% [2]. - Silicon photonic chips are favored in key applications such as 5G communication, AI data centers, and autonomous driving due to their high integration, low cost, and high transmission bandwidth [2]. Group 2: Components of Silicon Photonic Chips - Silicon photonic chips consist of four key components: - Light source, typically using lasers or LEDs, which generates photons through specific doping or III-V compound materials [3]. - Waveguides, which direct the light along specific paths for efficient data transmission [3]. - Modulators, which alter the light signal's intensity, frequency, or phase to encode electrical signals into optical signals [3]. - Detectors, which convert received light signals back into electrical signals [3]. Group 3: Manufacturing Challenges - The performance of silicon photonic devices is sensitive to manufacturing precision, with minor errors potentially leading to significant performance degradation [4]. - There is a need for targeted optimization of silicon photonic manufacturing processes to enhance waveguide edge smoothness and improve device performance and reliability [4]. Group 4: Upcoming Events and Initiatives - TrendBank plans to hold the 2025 Heterogeneous Integration Annual Conference from November 17-19, 2025, focusing on advanced packaging technologies and fostering collaboration between industry and academia [5].