"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 重要会议： 11 月 17-19 日，2025势银异质异构集成年会（浙江·宁波） 点此报名 11月19日-21日，2025势银显示技术与供应链产业年会（四川·成都） 点此报名 添加文末微信，加 异质异构集成产业 群 为抢抓新一代芯片发展的战略机遇， 势银（ TrendBank）将联合甬江实验室 ，以 " 聚焦异质异构技术前沿，共赴先进封装芯征程 " 为主题，计 划于 2025 年 11 月 17-19 日举办异质异构集成年会 ，助力 宁波乃 至 长三角地区打造先进电子信息产业高地，实现 "聚资源、造集群" 的发 展目标。 同期， 甬江实验室信息材料与微 纳器件制备平台8英寸验证线 也将举行投 运仪式并开放参观。若有兴趣可扫码进行登记，届时将有专人进行联 系。 | 三十九年三页 | 受邀单位 | | --- | --- | | 11月17日下午 | | | 甬江实验室异质异构集成对接闭门会 | | | 验证线观摩与合作洽谈 | | | 11月18日上午 | | | 政府领导致辞 | | | 主办方、联合主办方致辞 | | | 角 ...

"宁波膜智信息科技有限公司"为势银（TrendBank）唯一工商注册实体及收款账户 重要会议： 欢迎报名2025异质异构集成年会 添加文末微信，加 异质异构集成产业 群 会议背景 人工智能、智能驾驶及高性能运算应用，对芯片设计与制造提出新一轮严苛要求。芯片功耗、性能、面积及成本等关键问题，正强力驱动新兴半 导体技术加速产业化与规模化进程。 在传统摩尔定律逼近物理极限的背景下，异质异构集成已成为半导体领域重要且极具发展潜力的方向，其中 2.5D/3D 异构集成、光电共封装、晶 圆级键合工艺与玻璃基封装的产业化突破，亟需产业界与科研界协同攻坚，以提升下游客户对相关产品应用的信任度。 宁波，作为连接国际国内双循环的核心港口城市，同时也是全国制造业单项冠军第一城，在先进制造业领域具备深厚基础与独特优势。甬江实验 室作为浙江省政府批准设立的省级实验室，亦是宁波市新型高能级科技创新平台，重点布局电子信息材料、微纳器件制备研究方向，聚焦攻克多 材料异质异构集成、先进光电产业难题。 为抢抓新一代芯片发展的战略机遇， 势银（ TrendBank）将联合甬江实验室 ，以 " 聚焦异质异构技术前沿，共赴先进封装芯征程 " 为主题， ...

Summary of Guangli Micro's Conference Call Company Overview - **Company**: Guangli Micro - **Acquisition**: Acquired Belgian company Luxida to enhance capabilities in device simulation, link simulation, and PDK services, solidifying its position in the optical communication sector [2][4] Industry Insights - **Silicon Photonics Market**: Expected to grow at over 45% CAGR until 2033, driven by increasing bandwidth demands [2][6] - **Optical Chip Solutions**: There is a pressing demand for efficient, low-cost optical chip solutions, with traditional EML technology facing challenges [5][6] Financial Performance - **2025 H1 Financials**: - Revenue: Approximately 1.2 billion CNY, up 15% YoY - Net Profit: 280 million CNY, up 20% YoY - Software business growth: Over 50% - Hardware business growth: 38% - Overall revenue growth: Restored to over 43% [3][20][22] Business Developments - **New Orders**: New orders reached approximately 310 million CNY, a 60% increase YoY, with total orders nearing 500 million CNY [22] - **DFT Business**: Revenue doubled YoY, with a new team established for DFT and DFM tool development, expecting multiple tool launches by year-end [2][26][27] Acquisition Impact - **Luxida Acquisition**: - Enhances Guangli Micro's global capabilities in device simulation and PDK services, crucial for improving silicon photonics yield and reducing manufacturing costs [5][9] - Plans to integrate Luxida's technology with teams from MIT and other partners to create a complete industrial ecosystem [5][12] Market Position and Strategy - **Market Share**: Luxida holds over 50% market share in its segment, with plans for further acquisitions to enhance capabilities [8][9] - **Revenue Goals**: Aiming for Luxida to contribute approximately 200 million USD in revenue within 3-5 years, leveraging partnerships and domestic collaborations [9][10] Challenges and Risks - **Overseas Market Expansion**: Slow progress in overseas markets, particularly in hardware sales in South Korea, but software sales are more stable [4][34] - **Geopolitical Factors**: Potential impacts from US-China relations on business dynamics, particularly concerning overseas clients [17] Future Outlook - **R&D Expansion**: Plans to establish several R&D centers in China post-acquisition, while retaining core teams in Belgium [35] - **Revenue Composition**: Anticipated revenue sources include 70% from licensing, 20-30% from design services, and 10-20% from royalties in the long term [15][16] Conclusion Guangli Micro is strategically positioned to capitalize on the growing silicon photonics market through its recent acquisition of Luxida, robust financial performance, and a clear focus on expanding its product offerings and market reach. The company is actively addressing challenges in overseas markets while enhancing its domestic capabilities to drive future growth.

上一个年代（10年前）的AI浪潮主要得益于单点技术突破，大模型时代是AI对所有产业的颠覆，包括 品牌、效率、流程、体系和组织机构；本轮半导体产业的快速增长主要来自AI和大模型的驱动，AI重 塑千行百业，也给硅光领域带来发展新动能…… 在8月8日于上海张江科学会堂举办的"走进张江科学城：硬科技重构传统制造——长三角上市公司领航 者对话"活动上，多名行业专家表示，当硬科技爆发遇上传统制造业转型，长三角制造业产业整合和升 级迎来很大的机遇，将形成"上海研发，周边制造"的协同发展模式。 AI大模型正重塑千行百业 在DeepSeek发布后，AI应用驶入快车道，2025年被视为AI应用大规模落地的元年。 对此，云从科技董事长兼总经理周曦介绍，上一个年代的AI浪潮主要得益于单点技术突破，比如人脸 识别、语音识别等，当时业界看重的是技术能不能用起来；如今大模型时代，是AI对所有产业的颠 覆，包括品牌、效率、流程、体系和组织机构。 "我和很多董事长聊下来发现，面对AI，大家的焦虑远大于兴奋。"谈及AI应用落地，汉得信息总经理黄 益全表示，随着很多底层工具的开源，同类场景对算力的需求在下降，率先拥抱AI的公司有望实现弯 道超车。 ...

Core Viewpoint - The establishment of the "Silicon Photonics Future Industry Fund Matrix" and the launch of the "Light启天地" project in Shanghai signify a strategic move to foster innovation and development in the silicon photonics sector, which is seen as a transformative technology with vast application potential in various fields [1][3][4]. Group 1 - The "Light启天地" project officially commenced construction in the Pudong New Area, with eight enterprise representatives signing agreements with Zhangjiang Hi-Tech [3]. - The Shanghai Future Industry Fund, in collaboration with eight high-quality market-oriented funds, announced the launch of the Silicon Photonics Future Industry Fund Matrix, alongside the initiation of the silicon photonics concept verification platform [3][4]. - The "Zhangjiang Cup: Silicon Photonics Innovation and Entrepreneurship Competition" was also officially launched during the event [3]. Group 2 - Silicon photonics is recognized as a disruptive technology that combines the characteristics of large-scale, high-precision, and low-cost manufacturing of integrated circuits with the advantages of photonic technology, such as ultra-high speed, low power consumption, and high anti-interference capabilities [3]. - The project aims to leverage Shanghai's advantages in design, advanced manufacturing platforms, and strong research capabilities to cultivate an innovative industrial ecosystem and create a distinctive industrial cluster [4]. - The initiative is expected to accelerate the large-scale application of silicon photonics technology in high-speed optical communication and artificial intelligence computing clusters, fostering the emergence of benchmark enterprises and significant achievements [4].

Summary of Key Points from Conference Call Records Industry Overview - **Industry**: Optical Module and Commercial Aerospace - **Key Players**: Nvidia, Microsoft, Google, Amazon, Meta, Alibaba, Tencent, Huawei, Broadcom, XGimi Technology, and others Core Insights and Arguments - **Surge in AI Demand**: The optical module market is experiencing significant growth driven by strong demand from tech giants like Nvidia and Microsoft, with expectations for 2025 demand reaching between 6 million to 8 million units for 1.6T modules and 3.7 million to 3.8 million units for 800G modules [1][2] - **Market Outlook for 1.6T Modules**: Despite delays in the mass production of Nvidia's B series cards until 2026, demand is projected to reach around 6 million units, bolstered by new products from Google and others [1][4] - **Domestic Market Performance**: Chinese companies like Huagong Technology are expected to generate nearly 20 billion RMB in revenue and 2 billion RMB in profit by 2025, with growth in laser manufacturing and sensing sectors anticipated at 20%-30% [1][5] - **Technological Innovations**: Nvidia and Broadcom are leading technological advancements, focusing on programmable switch technology and the upgrade of third-generation CPUs and 200G SerDes, indicating a trend towards exponential growth in the industry [1][5][7] - **Silicon Photonics Technology**: The penetration rate of 800G silicon photonics is currently around 20%, expected to increase significantly by 2026, with 1.6T silicon photonics projected to reach nearly 100% penetration [1][9][10] Additional Important Insights - **Commercial Aerospace Breakthroughs**: The successful reusable launch of the prototype rocket by Jinding Technology marks a significant event for the industry, with potential benefits for companies like Chaojie Co. and Siree New Materials [3][11] - **Upcoming Industry Catalysts**: Key industry events such as the June Volcano Engine launch and the Shanghai MWC Mobile Communication Exhibition are anticipated to influence market trends and investment strategies [3][12] - **Investment Strategies**: Recommendations include focusing on the demand for optical modules driven by single-channel upgrades, the cost-reduction trends from silicon photonics technology, and the rapid development opportunities in the commercial aerospace sector [3][13]