In the face of rumors that the United States will increase sanctions on Huawei, Huawei also responded through a press conference. On February 20, Huawei released the latest 5G network solutions in London, including a series of products such as simplified RAN, intelligent IP network, ultra-wide transmission network, green connection and AI-enabled end-to-end 5G services. . In particular, it is worth mentioning that the optical chip supporting the ultra-broadband solution 800G module.
In this regard, the analysis agency believes that Huawei released 800G module products, which use self-developed oDSP chips. On the road of domestic replacement of high-end optical devices, leading companies have more advantages in R&D strength and talent reserves, and are expected to become the backbone of leading industrial upgrading.
It is reported that the 800G optical chip is mainly used in the photoelectric conversion of optical fiber communication. Huawei claims that the 800G module “supports the industry’s largest single-fiber 48T transmission capacity, which is 40% higher than the industry’s capacity, and the transmission network truly realizes smooth evolution for the next 10 years.” .
It is reported that according to the classification standard of the World semiconductor Trade Association (WSTS), the global semiconductor industry is subdivided into four fields: integrated circuits, optoelectronics, discrete devices, and sensors. Traditional CPU, GPU and memory chips belong to integrated circuits, while optical chips belong to optoelectronics. Devices, optoelectronics account for 7% to 10% of the world’s semiconductor industry.
Among them, Huawei’s communication equipment mainly uses optoelectronic communication chips, which are used to complete the conversion of optoelectronic signals and belong to the core components of communication. There are a large number of optical chips in operators’ core switching network equipment, wavelength division multiplexing equipment, and 5G equipment that will soon be popularized. In the core construction of optical networks such as routers, base stations, transmission systems, and access networks, the cost of optical components accounts for up to more than 60%.
Therefore, as early as 2012, Huawei acquired the British Integrated Optoelectronic Devices Company, a leading optoelectronic research laboratory in the world, and in 2013, it acquired Caliopa, a Belgian optical module research and development company mainly engaged in silicon photonics technology for the data communication and telecommunications market, Layout of the optical chip industry. At the beginning of 2019, Huawei announced that it would build an optical chip factory in the UK to enter the European and American markets.
Last year, in an interview with the British BBC, Ren Zhengfei said with some pride, “Now we can make 800G optical chips, which the whole world can’t do, and the United States is still far away.”
It is reported that as of now, competitors such as Ericsson and Nokia can only provide 400G modules, and 600G modules are still under development. The release of the 800G module will further consolidate Huawei’s advantages in 5G.
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