10/21/2024, 09:54 PM UTC
广东争做“追光者” 剑指千亿级光芯片产业集群 大力支持研发光刻胶、刻蚀机等Guangdong Aims to Be the 'Chaser of Light' Targeting a 100 Billion Yuan Optochip Industrial Cluster with Strong Support for Research and Development of Photoresists and Etching Machines
<p>➀ 广东 省已发布行动计划，力争到2030年突破10项以上光芯片领域关键技术，打造10个以上“拳头”产品，培育10家以上具有国际竞争力的一流领军企业，建设10个左右国家和省级创新平台，培育形成新的千亿级产业集群，成为具有全球影响力的光芯片产业创新高地。</p><p>➁ 该计划重点关注光芯片关键材料（如硅光材料、化合物半导体材料、光刻胶）和设备的研发，包括刻蚀机、键合机、外延生长设备及光矢量参数网络测试仪。</p><p>➂ 光芯片需求旺盛，国内厂商有望进入主流供应链，以Lumentum为代表的公司显示需求强劲，同时行业面临磷化铟激光器短缺的问题。</p><p>➀ Guangdong Province has issued an action plan to develop the optochip industry, aiming to break through more than 10 key technologies by 2030, creating over 10 'punch' products, nurturing over 10 world-class leading enterprises, and establishing around 10 national and provincial innovation platforms, thus forming a new千亿-level industrial cluster and becoming a globally influential optochip industry innovation hub.</p><p>➁ The plan focuses on key tasks such as the development of optochip key materials and equipment, including silicon photonic materials, compound semiconductor materials, and photoresists.</p><p>➂ The demand for optochips is strong, and domestic manufacturers are expected to enter the mainstream supply chain, with companies like Lumentum showing robust demand and the industry facing a shortage of InP laser diodes.</p>
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