Core Insights - The global optoelectronic chip industry has evolved through three main phases: foundational technology and device exploration (1960s–early 1990s), communication-driven and large-scale application (1990s–2010s), and integrated innovation and scenario transformation (2010s to present) [1] - The global optoelectronic chip market is projected to reach $3.5 billion in 2024, reflecting a year-on-year growth of 25.9% [4] - The industry is currently in a dual-driven phase of technological innovation and market expansion, impacting various sectors from communication networks to consumer electronics and industrial applications [5] Global Market Size - The rapid growth in global data traffic and increasing bandwidth demands across various scenarios are propelling the fast development of high-speed module devices [4] Industry Layout - The global optoelectronic chip industry is characterized by a diverse range of companies with varying core product types and technological advantages, including leaders like II-VI, Huawei HiSilicon, and Broadcom, each with unique market positions and innovations [5][8] - Companies are focusing on advanced technologies such as silicon photonics, quantum computing, and integrated optical devices to enhance performance and reduce costs [7][9] Industry Development Outlook - The global optoelectronic chip market is expected to exceed $10 billion by 2030, driven by advancements in communication technology, AI computing power, and the proliferation of smart devices [12] - Key trends include deep integration of optoelectronics, a shift towards highly integrated and heterogeneous solutions, and a diversification of application scenarios beyond traditional communication [13][15]