Since May 2007, EXSENSE Electronics Technology Co., Ltd. has been focusing on the development and production of optical module NTC thermistor chip for 14 years. The optical module NTC thermistor chip sold by EXSENSE Electronics plays the role of temperature monitoring and temperature controlling in the optical module, which can effectively ensure the normal operation of the optical module.
With the continuous development of 5G network market, technology breakthrough of domestic optical module industry brings the gross margin increase. With the mergers and acquisitions in the global optical communication industry, the ranking of the world's top 10 optical device manufacturers changed in 2019. Chinese optical device manufacturers occupied 4 of the world's top 10 optical device manufacturers, and their market share increased from 18.05% in 2018 to 21.78% in 2019.
5G network is mainly composed of three main parts, namely wireless network, bearer network and core network. The three major domestic operators increased the capital expenditure of 5G construction in 2020, and the construction of 5G network has entered a period of high-speed development from 2020, in which wireless network and bearer network will usher in the intergenerational upgrade of technology, and optical modules will also usher in the replacement demand. The forward optical module in the wireless network base station will be upgraded from 10G to 25G optical module. In the return demand of the bearer network, the metropolitan area network (MAH) will be upgraded from 10G/40G to 100G, and the backbone network will be upgraded from 100G to 400G. In addition, the 5G network to be built in 2019 mainly relies on the 4G network for non-independent networking, so the middle optical module has not been officially opened. In 2020, the construction of 5G independent networking has begun. The separation of the Centralized Unit (CU) and the Distributed Unit (DU) will open the market of the middle optical module.
5G forward bearing scheme is mainly divided into optical fiber direct-driven scheme and wavelength division device bearing scheme. Among them, the wavelength division device bearing scheme is divided into Coarse Wavelength Division Multiplexing (CWDM) scheme, OTN/WDM (OTN, Optical Transport Network; WDM, Wavelength Division Multiplexing) scheme, and WDM-PON (PON, Passive Optical Network) schemes. Among them, optical fiber direct-driven scheme is low cost, simple installation and maintenance, high technology maturity. Therefore, optical fiber direct-driven scheme is the first choice for 5G pretransmission in scenarios with sufficient optical fiber resources. In the case of fiber resource shortage, the wavelength division device bearing scheme is needed. Among them, WDM-PON and OTN schemes cost more; At the same time, the OTN scheme has limited fiber saving and the maturity of WDM-PON is low. Therefore, the CWDM scheme has become the main choice for the bearing scheme of 5G forward transmission equipment in areas with fiber resource shortage.
In the 5G forward bearing scheme, the optical fiber direct-driven scheme is the preferred scheme for operators. There are two main single-fiber unidirectional and single-fiber Bidirectional (BiDi) modes. In which, the AAU (Active Antenna Unit) and DU devices are equipped with general optical modules. In addition, the 5G forward fiber direct-driven scheme improves the optical module speed from 4.9G/10G of 4G to 25G. CWDM scheme has been widely used in scenes that need to save optical fiber, such as 4G pretransmission and other wiring cable, trunk cable insufficient scene, currently the main use is coarse wavelength division scheme. In 25G CWDM (Coarse Wavelength Division Multiplexing) pretransmission scheme, colored optical modules are installed on AAU and DU, and a passive wavelength divider is set on each end.
