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 产业概况 1、定义 光电芯片也可称之为"光芯片"或"光子芯片"，光电芯片按功能可以分为激光器芯片和探测器芯片，其中激光 器芯片主要用于发射信号，将电信号转化为光信号，探测器芯片主要用于接收信号，将光信号转化为电信 号。激光器芯片，按出光结构可进一步分为面发射芯片和边发射芯片，面发射芯片包括VCSEL芯片，边发 射芯片包括FP、DFB和EML芯片;探测器芯片，主要有PIN和APD两类。具体情况如下： 2、产业链剖析：中游为核心环节 光电芯片产业链上游为材料及设备供应商，材料主要为芯片衬底，如GaAs、Inp等，设备主要包括光刻机、 刻蚀机、外延设备等;中游为光芯片设计及生产，下游为光器件、光模块厂商及终端客户。 目前，光电芯片产业链上游原材料及生产设备主要技术均掌握在国外企业手中，我国企业所占市场份额较 少，芯片衬底主要企业包括日本住友、德国Freiberger、美国AXT等;芯片生产设备主要企业包括荷兰 AS ...

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：申请与公开数量;申请人排名 1、专利申请数量呈波动下降趋势 2013-2019年全球光电芯片行业专利申请数量逐步上升，随后2020-2024年逐步下降，2024年全球光电芯 片行业专利申请数量(不含中国，下同)119项，较2023年减少257项。 注：1)筛选关键词："Laser chip OR detector chip OR optical chip OR VCSEL OR DFB OR FP OR EML";2) 国民经济行业分类："C3976光电子器件制造";3)统计范围不包括中国;4)查询时间：2025.8.12;5)下同 2、专利公开数量呈波动下降趋势 2013-2021年全球光电芯片行业专利公开数量呈波动上升趋势，2022-2024年逐步下降;2024年全球光电芯 片行业专利公开数量1263项，较2023年减少294项。2025年1-7月全球光电芯片行业专利公开数量仅596 项。 ...

Group 1: Market Trends - The domestic chip industry is expected to experience significant growth this year due to rapid increases in computing power consumption [7] - Micron Technology's stock rose by 6.28% as it enters the platform verification stage for DDR6, with DDR4 prices expected to continue rising until the end of 2025 [8] - The advanced packaging sector is identified as a foundation for domestic computing power development, with companies like Yongxi Electronics showing a revenue increase in wafer-level packaging products [11] Group 2: AI and Computing Technologies - Huawei is set to release breakthrough technologies in AI inference at a forum on August 12 [13] - Optical chips are highlighted as the new engine for computing power in the AI inference era, with significant commercial applications anticipated as technology matures and costs decrease [20] - The brain-computer interface industry is receiving policy support, with key technology breakthroughs expected by 2027 [22] Group 3: Company Highlights - Innovation Medical has seen a stock increase of 26.86% over five days, driven by its involvement in brain-computer interface projects and partnerships with hospitals [23][24] - Source Technology and Zhizhang Technology experienced stock increases of 10.71% and a 20% limit up, respectively, following news of advancements in optical chips [20] - Changcheng Military Industry's stock rose by 25.56% as AI in military applications is expected to change future warfare dynamics [25]

Core Viewpoint - The global semiconductor industry continues to grow, with record sales in May 2025, driven by both advanced and mature processes across various applications, including AI and automotive electronics [1][5]. Industry Overview - In Q2 2025, global semiconductor sales reached approximately $58.98 billion, marking a year-on-year increase of 27% and a month-on-month increase of 3.54% [5]. - The advanced process remains a significant driver for the industry, with applications in AI and high-performance computing [5][6]. Financing Dynamics - In Q2 2025, there were 253 financing cases in the semiconductor industry, a 78.16% increase quarter-on-quarter and a 94.61% increase year-on-year, with total financing amounting to 14.894 billion yuan [1][18]. - The communication chip sector led in financing cases with 24 instances, while AI chips followed closely with 22 cases [1][20]. Key Financing Events - Major financing events included a 9.4 billion yuan financing for Changjiang Storage and a 1 billion yuan financing for AI chip company Aixin Yuanzhi [30][18]. Industry Trends - The demand for AI computing power is experiencing explosive growth, with the global AI server market projected to expand significantly from $12.2 billion in 2020 to $125.1 billion by 2024 [33]. - The optical chip market is expected to see substantial growth, with a projected market size exceeding $30 billion by 2027, driven by advancements in AI, 5G, and data center expansions [39].

Economic Performance - The total GDP of Gongshu District reached 220.63 billion yuan in 2024, with a growth rate of 4% [5] - The added value of the service industry was 201.41 billion yuan, growing by 4.9%, while the industrial added value was 10.96 billion yuan, increasing by 3.9% [6] - The general public budget revenue was 17.91 billion yuan, and the per capita disposable income of residents was 86,062 yuan [6] Consumer Market - Gongshu District's retail sales of consumer goods reached 165.86 billion yuan in 2024, with a year-on-year growth of 3.5%, maintaining the top position in Hangzhou for four consecutive years [7] - The district's restaurant industry saw an impressive growth rate of 8.5%, leading the city [8] - The introduction of new dining establishments in the Wulin business district has attracted a significant number of food enthusiasts, with over 100 new stores introduced since 2023 [8][9] Innovation and Technology - In the first quarter of this year, the added value of strategic emerging industries accounted for 81.1% of the industrial added value, ranking first in the city [10] - The Zhejiang Intelligent Ship Innovation Center, a key project, is set to be completed by December 2026, focusing on developing critical technologies in collaboration with Zhejiang University [11] - Gongshu District is establishing an innovation ecosystem centered around universities, integrating various resources to foster technological advancements [12] Community Services - The "Happiness Home" initiative in Gongshu District has established 30 centers, serving over 937,800 residents with various community services [13] - The district has opened six children's learning centers and ten elderly learning centers, serving thousands of individuals [14] - Community dining services have reached 123 locations, achieving a "15-minute service circle" for residents [14]