CIOE, the annual optical component industry event, opened in Shenzhen on September 6.

        Our car has just opened the parking lot of the exhibition hall, and the bustling traffic has already made us feel the excitement of this year's Expo in advance. Perhaps because of time, when we went there was not long after the opening, the registration office was still busy and crowded, but after entering the venue, I had a real understanding of the excitement of this year. One morning, according to the author’s immersive experience, the audience was at least 20% more than last year, and the venue was very crowded. Many exhibitors also told the editor that there will be more audiences in the future than in previous years; new companies have sprung up like mushrooms, everywhere. It is a new company, and many company editors have never heard of it before; there are so many special exhibitions, not just for established companies, but many new companies have adopted special exhibitions as soon as they debut. We have to marvel at the tremendous changes.

        The two major exhibits series of the Expo this year are the most eye-catching. One is the 10G optical module. Each of the 10G optical modules is no longer just a demonstration. At the Gigalight booth, we also saw a test demonstration of using their own 10G optical modules to connect to high-definition TV transmission; WTD, Xingtong, Innolight Optoelectronics pay more attention to providing A full range of 10G optical module products. The booth of Xinyisheng this year is more concise and bright with blue and white as the main product. The same main product is a full range of 10G optical module products. Hisense also exhibited 10G PON module products. It is understood that, compared with low-end module manufacturers, 10G optical module manufacturers have generally achieved better performance this year. This is mainly due to the acceleration of the transformation and construction of China's metropolitan area network. However, the poor sales of 40G are due more to the high cost. At present, the access network is mainly based on 1.25G and 2.5G, but 10G PON access will be my mainstream in the next few years.

        The second is FTTH series products. With the acceleration of FTTH construction, a large number of manufacturers have gathered in this field, and some insiders bluntly said that a bubble has already occurred. Optical fiber and cable manufacturers and equipment manufacturers are competing in the ODN industry, vigorously competing for the market share of traditional FTTx ancillary product manufacturers. Among FTTH products, the PLC splitter is the most eye-catching.

        As the core device of FTTH, it is undeniable that PLC splitters have been very popular in recent years, but most of them are concentrated on the packaging level, and a small number of them are doing V-groove and FA (fiber array). However, a large number of PLC chip manufacturers have Suddenly, it really scared the author. In addition to the veteran domestic manufacturer Sichuan Feiyang Technology and Henan Shijia Photonics (the technology of the Chinese Academy of Sciences) that has not yet produced a finished product, there are also new companies from Hangzhou Amano and Beijing's Polianhuicheng (they are all exhibitors for the first time and special Exhibition), both focused on displaying PLC chips. A person in charge from Amano mentioned that they are the first domestic company to package from wafers to lithography to FA to PLC splitter packaging; Beijing’s Wavelink has developed from the original MEMS Devices have also expanded to the current production of PLC chips, and a new company from Japan also came to the Expo to scream for their PLC products. Of course, the editor is very doubtful whether these companies can make PLC chips completely autonomously.

        Seeing the involvement of a large number of new companies, we can understand how hot this industry is. Whether this enthusiasm is rational or not remains to be seen further. Tonight, at our CFOL netizen gathering, several people from the securities investment industry participated, and their attention to the optical communications industry has renewed; and two people from the human resources department of the company also participated, hoping to stir through more channels. Excellent talents can show how strong the demand for talents in the industry is; and the new companies encountered at the exhibition make us feel that the industry has re-developed to the top, and many people are also worried about whether another bubble will come. ? When it comes to the increase of new companies, Member, one of our CFOL forum moderators, believes that the involvement of new companies on the other hand shows that the technical threshold of this industry is getting lower and lower. He doesn’t think the future will be so bright. . Especially the global economic situation that year may affect the optimism of the optical device industry. Another person in the industry mentioned that a company recruited R&D engineers and offered an annual salary of several hundred thousand yuan, which reminded him of the optical communication bubble of the year, which was also the case. Can our optical communications industry continue to prosper as rationally as it is today?