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雲南鍺業(002428.SZ):子公司雲南鑫耀生產的化合物半導體材料砷化鎵晶片(襯底)、磷化銦晶片(襯底)可用於生產垂直腔面發射激光器(VCSEL)、大功率激光器、光通信用激光器和探測器等
格隆匯 07-12 17:33

格隆匯7月12日丨有投資者向雲南鍺業(002428.SZ)提問,“近日,中國信息通信研究院正式發佈《全球海底光纜產業發展研究報吿(2023年)》。報吿認為,海底光纜發展前景廣闊海纜代際交替帶來新一輪海纜建設熱潮;多國出台政策或戰略,規範海底光纜建設流程,優化發展環境,促進海底光纜建設佈局;2023-2028年,海底光纜將繼續保持高速增長目前根據研究看海底光纜需求還可以,好像5g通訊建設幾乎飽和,公司化合物還可以有其他方面應用嗎”

雲南鍺業回覆稱,公司子公司雲南鑫耀半導體材料有限公司生產的化合物半導體材料砷化鎵晶片(襯底)、磷化銦晶片(襯底)可用於生產垂直腔面發射激光器(VCSEL)、大功率激光器、光通信用激光器和探測器等。運用領域包括5G、數據中心、光纖通信、新一代顯示(包括Mini LED及Micro LED)、人工智能、無人駕駛、可穿戴設備等。目前,運營商骨幹網的龐大規模,為移動通信和光纖固網通信的流量提供了強力支撐。隨着數字新基建的推進,除了5G,還將推動千兆城市、數據中心建設,對光通訊領域的帶動將會更加明顯。未來在人工智能、數據安全、6G、專網通信、車聯網等領域市場需求增長將進一步刺激化合物半導體材料的市場規模增長。

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