Sigurfa said: AI drives demand for optical communications, and it is estimated that related revenue will grow multiple times next year

Si Ge is holding a Dharma talk today (6th). SiGe Chairman Huang Xingyang (middle) and General Manager Ye Canlian (right) (Photo by reporter Lin Yiru)

[Reporter Lin Yiru/Taipei Report] IC packaging and testing factory SiG (6257) held a press conference today (6th). SiG's general manager Ye Canlian said that as the demand for AI computing continues to increase, large amounts of data transmission will become a key demand in the next stage. SiG's optical communication testing business, which has been deployed for many years, is expected to grow. It is estimated that optical communication revenue will show multiple growth next year.

Ye Canlian said that the development of the AI ​​industry can be divided into two major links: AI Compute and AI Connectivity. As AI computing power improves, the demand for large amounts of data transmission increases simultaneously, so the importance of AI Connectivity also increases. Optical communication and silicon photons are important technologies for high-speed transmission. Sigurd has invested in high-speed transmission related technologies for more than 20 years. As the optical communication market enters a stage of rapid development, the R&D technologies accumulated in the past have begun to be further utilized.

In terms of optical communication layout, Ye Canlian pointed out that SiGe provides one-stop services from optical communication testing technology, equipment research and development, engineering to mass production, covering testing of EIC, PIC, Optical Engine and laser light sources. Among them, EIC and PIC can conduct electrical and optical characteristic testing respectively, and further extend to optical engine, optical components, modules and system-level testing, providing customers with complete testing services. Currently, there are hundreds of machines in EIC and PIC assisting customers in testing.

Ye Canlian pointed out that at present, optical communication-related tests have not yet been fully standardized, and different customers still have their own product and testing needs. Sigurd continues to develop self-made test equipment, provide customized test platforms, and invest in technologies such as photoelectric co-testing, automatic fiber coupling, and precise positioning to further meet the testing needs of high-end optical communication products.

In addition, SiGe's revenue from AI, CPU, GPU, ASIC and silicon photonics-related products this year is approximately 3.6 billion yuan, an increase of more than 40% from last year's 2.5 billion yuan. The revenue share has increased from approximately 20% last year to 24%, and the target for next year will further exceed 30%. SiGe said that as investment in AI ASIC and silicon photonics increases and customer orders continue to grow, optical communications and silicon photonics will become important growth drivers in the future.