CICC: Optical Manufacturers Welcome New Opportunities from Consumer Electronics to Optical Communication

The research report of Zhongjin Company stated that with the increasing demand for optical communication and the improvement of speed, the importance of passive optical components is becoming increasingly prominent. Optical manufacturers are gradually entering the field of optical communication from consumer electronics. Zhongjin Company believes that their core technology and large-scale high-reliability production capabilities are transferable, and they are expected to build a new growth curve. Optical manufacturers have long been engaged in the "billion-level" market of consumer electronics, automotive, etc., accumulating deep expertise in ultra-precision cold processing, molding, coating, nanoimprint lithography, photolithography etching, and other technologies, as well as possessing high yield and high reliability mass production capabilities. Several manufacturers have extended their product lines to include optical communication micro lenses/arrays, V-grooves/FAUs, and even optical modules, actively seizing the opportunity of plug-and-play incremental demand, and making forward-looking layouts in the fields of CPO, OCS, etc., which may bring growth momentum to the company.