Zhaochi's optical communications business achieves another breakthrough: small batch shipments of DF

Recently, Zhaochi shares received key good news in the field of optical communications. On November 25, the company officially announced that it had achieved small batch shipments of DFB(Distributed Feedback Laser Chip) laser chips, and the product performance can fully meet the application needs in optical communications and other fields. The implementation of this achievement marks substantial progress in Zhaochi's layout in the field of core devices for optical communications, and also fulfills its strategic commitment to deeply cultivate the semiconductor laser market.

In fact, Zhaochi has long planned the layout of the optical communications field. At the 20th anniversary conference held earlier this year, the company made it clear that it was optimistic about the development prospects of the optical communications and semiconductor laser market, and listed compound semiconductor optical chips, devices and modules and other fields as key strategic directions in the next two decades. This small batch shipment of DFB laser chips is an important phased achievement of the company's strategic implementation and lays a solid foundation for subsequent business expansion.

At present, Zhaochi is making every effort to build a vertical industrial chain layout of optical chips-optical devices-optical modules, striving to achieve independent controllability in all aspects. In the recent investor Q & A event, the company disclosed in detail its business progress in the field of optical communications: In the optical chip sector, relying on its own mature LED optical chip manufacturing technology accumulation, Zhaochi Co., Ltd. has rapidly promoted optical communications chips through its subsidiary Zhaochi Integration. R & D and industrialization of business. In addition to DFB laser chips that have been shipped in small batches, the company also plans to launch higher-end optical chip products such as EML chips and CW light sources in 2026, and continue to improve the optical chip product matrix.

It is worth noting that Zhaochi has not stopped at existing technologies, but is proactively deploying more cutting-edge optical communication technologies. The company revealed that it has launched forward-looking research and development of Micro LED optical communication technology and will increase investment in research and development of Micro LED optical interconnection technology in the future. Breakthroughs in this technology are expected to solve the core requirements for low latency, high bandwidth and low power consumption during the AI deployment process, laying the foundation for the company to seize the commanding heights of next-generation optical communication technology.

In the optical module sector, Zhaochi shares also showed strong development momentum. Among them, traditional optical module products with speeds of 100G and below have been supplied in bulk to head equipment manufacturers, and their market share is steadily increasing; high-speed optical module products such as 400G/800G for the high-end market have successfully completed research and development projects, and have now entered the customer sample verification stage. In order to cope with the rapid growth demand of the future market, the company has launched the intelligent transformation of the optical module production line, aiming to further improve large-scale delivery capabilities and production efficiency.

Despite the rapid progress of the optical communications business, the LED industry chain is still the core profit pillar of Zhaochi. The company said that in the first three quarters of this year, the profit contribution of LED industry chain business accounted for more than 60%. During the Reporting Period, Zhaochi actively promoted the transformation of LED business into high value-added field, continuously increased its market share in high-end products such as Mini/Micro LED new display, vehicle LED, high-end commercial lighting, home theater and all-in-one, and continuously optimized its product structure.

In terms of technological innovation, Zhaochi successfully launched RGB Mini LED backlight solution during the reporting period, which has more accurate color management capability and can provide high-quality technical support for high-end large-screen applications. Relying on the synergy advantage of the whole industry chain of chip-package-application, the profitability of the company's LED business continues to be upgraded and optimized. In the field of LED chips, the company's current monthly shipments of Mini RGB chips have exceeded 15000KK groups, with a global market share of more than 50%. At the same time, it has achieved mass production of 0206 mil chips, providing core device support for the expansion of Mini/Micro LED downstream applications.