转自：前瞻产业研究院 行业主要上市公司：源杰科技(688498.SH)、长光华芯(688041.SH)、光迅科技(002281.SZ)、仕佳光子 (688313.SH)、华工科技(000988.SZ)等 本文核心数据：市场规模;产品结构;区域结构 1、全球光电芯片行业发展历程 全球光电芯片的发展历程可系统划分为技术奠基与器件探索期(20世纪60年代–90年代初)、通信驱动与 规模化应用期(90年代–2010年代)及融合创新与场景裂变期(2010年代至今)三大核心阶段。这一演进不仅 反映了从实验室原理到产业化爆发的技术成熟曲线，更深刻映射了通信技术革命、算力需求升级及材料 科学突破的协同驱动逻辑。 2、全球光电芯片市场规模 全球流量快速增长、各场景对带宽的需求不断提升，带动高速率模块器件市场的快速发展，2024年全球 光电芯片市场规模已攀升至35亿美元，同比增长25.9%。 3、全球光电芯片企业布局情况 当前，全球光芯片产业已进入技术创新与市场扩张的双轮驱动阶段。从通信骨干网到消费终端，从工业 制造到医疗国防，光芯片正以"光电转换核心"的角色，重构数字时代的基础设施版图。全球光电芯片企 业布局情况如下： 资料来 ...

Market Structure - The Chinese optical chip industry consists of three main types of market entities: investment entities, operating entities, and service entities [1] - Investment entities include non-industry companies like Alibaba, Tencent, and Xiaomi, private equity funds such as Hillhouse Capital and IDG Capital, and government bodies like the State-owned Assets Supervision and Administration Commission [1] - Operating entities are categorized into domestic companies (e.g., Hisense, Lightwave Technology) and foreign companies (e.g., Finisar, Lumentum) [1] - Service entities include industry associations and organizations like the China Optical Optoelectronic Industry Association [1] Entry Methods - Companies in the Chinese optical chip industry adopt various entry methods, including independent R&D, collaboration with research institutions, acquisitions, and participation in industry standards [2][4] - Vertical integration (IDM model) allows companies to cover the entire supply chain from chip design to packaging, exemplified by Source Technology focusing on InP optical chips [4] - The "Fab-lite" model combines self-built facilities with outsourcing to balance flexibility and cost, as seen with Zonghui Chip Light [4] - Mergers and acquisitions are used to quickly gain core patents and resources, demonstrated by Shijia Photon acquiring Dongguan Fuke Xima [4] Industry Statistics - As of August 2025, there are approximately 56 registered optical chip companies in China, with a low annual increase of 1-2 companies from 2016 to 2024 [5] - Nearly 45% of these companies have registered capital exceeding 10 million yuan, while around 40% have capital between 1-5 million yuan [6] - Guangdong province leads in the number of registered optical chip companies, followed by Hubei and Jiangsu [7]