Core Viewpoint - The chairman of Dekoli, Gui Sang, emphasizes the rapid progress of China's optical chip industry and the importance of establishing an independent technological framework to enhance competitiveness in the global market [1][4][5]. Company Overview - Dekoli has never reported a loss since its establishment in 2000, maintaining stable operating profits, which supports its continuous innovation efforts [1][8]. - The company focuses on two types of chips: those that are unavailable in the market and those that are globally unique [3]. Investment Strategy - In the past five years, Dekoli has directly invested in five optical chip companies and indirectly invested in over ten semiconductor-related firms through an investment platform [3]. - The company aims to fulfill its industrial capital responsibilities while achieving technological advancements [3]. Technological Development - Dekoli has made significant achievements in optical technology, including being the first to apply thin-film lithium niobate chip technology in a single-wave 100G long-distance optical module in 2019 [3]. - The company plans to focus on key technological areas such as broadband light sources, optical amplification, and waveguide optical switching [1][7][8]. Industry Perspective - The optical communication industry is characterized as a truly global sector, necessitating an international standard and a global perspective for competitiveness [4][5]. - Gui Sang categorizes the evolution of optical communication into three eras: telecommunications, big data, and the current artificial intelligence era, predicting a 200-fold increase in computing power demand over the next decade [5][6]. Global Expansion - Dekoli has established a global presence with headquarters in Singapore, R&D in Canada, and manufacturing in Thailand, aiming to create an integrated global value chain [6]. - The company seeks to attract global talent and embrace international markets to enhance its competitiveness [6]. Research and Development Focus - Dekoli prioritizes R&D without blind investment, with a five-year annual growth rate of 38% in R&D spending, although it remains a small percentage of overall revenue [8]. - The company emphasizes original technology and aims to contribute to the industry while developing its core competencies [8].

Core Viewpoint - The core viewpoint emphasizes that technological breakthroughs, commercial logic, and resource integration are essential for Chinese optical chip companies to thrive in international competition [1][12]. Company Overview - Shijia Photonics is a high-tech enterprise focused on the research and production of passive and active optical chips, optical fiber connectors, and related products [3]. - The company achieved a significant milestone in 2012 by developing PLC chips, breaking foreign monopolies, and capturing over 50% of the global market share by 2015 [3]. Market Position and Achievements - In the gigabit network era, Shijia Photonics has become a key supplier of DFB chips, holding a substantial market share [3]. - The company has also emerged as the largest supplier in the AWG wavelength division multiplexing chip segment, contributing to advancements in high-speed optical modules [4]. Domestic Industry Landscape - The "bottleneck" issues in the domestic optical chip industry have largely been resolved, with most vacuum and testing equipment now domestically produced [5]. - The focus has shifted from merely breaking technological barriers to building ecological advantages within the optical electronics sector [5]. Global Competitive Strategy - Chinese optical chip manufacturers are increasingly gaining market share globally, with seven Chinese companies listed in the top 10 global optical module rankings [6]. - The advantages of Chinese firms include a strong engineering workforce, rapid response to customer needs, and a complete supply chain [6][7]. Future Directions - The future development focus includes silicon photonics and integrated optical chips, with significant investments planned in these areas [11][12]. - Shijia Photonics is also exploring applications in emerging fields such as lidar, gas sensing, quantum networks, and vehicle communication [12].