Downloading a high-definition movie in 0.2 seconds, the real-time communication rate can reach 50Gbps, and the breakthrough of the key technologies of visible light communication has caused the capital industry to start a dark tide.
It is understood that not only overseas giants are preemptively deployed, but many listed companies in the A-share market have been involved in the visible light communication business, but most companies have not achieved substantial progress in enhancing business performance.
Under this circumstance, the domestic visible light patent giant and the related projects of Shenzhen Guangqi Innovation Technology Co., Ltd. (hereinafter referred to as Shenzhen Guangqi), which has always been considered to be in the forefront of the industry, have been stranded.
According to informed sources, Shenzhen Guangqi's LiFi products have stopped applying R&D and production since the end of last year, which is due to the technical obstacles and industrialization of LiFi.
When the popularity of LiFi can be realized, Zhang Haiqiang, vice president of Shenzhen Guangqi, said that the popularity of LiFi is very difficult in the next five years. At present, there is still a lack of standards and technology. Industrialization is also related to capital, income and market reaction. Still 'hilling' very slowly."
A number of LED companies are eager to move
Capital is often sensitive to new things.
In the context of the slowdown in the development of the LED industry, many domestic LED manufacturers are seeking new transformation paths, and the use of LED visible light to achieve wireless communication (LiFi) has become a "magic weapon" for the transformation of LED manufacturers.
The reporter found that traditional LED companies are not involved in LiFi, such as Sanan Optoelectronics, Qinshang Optoelectronics, Fudan Fuhua and other industry leaders are competing for layout.
Sanan Optoelectronics disclosed in the 2015 semi-annual report that the company signed the "Strategic Cooperation Agreement" with Shanghai Aerospace Electronic Communication Equipment Research Institute on July 11, 2015, and agreed to jointly develop and promote indoor and outdoor LED intelligent lighting communication ( LiFi) products, etc., the strategic cooperation period is 10 years.
On September 27, 2013, Qinshang Optoelectronics also added “visible light communication†to its business scope, and disclosed the progress of research and development of visible light communication technology in April this year. Qinshang Optoelectronics' 2014 annual report shows that its two subsidiaries are involved in the visible light communication business.
In addition, Fudan Fuhua also clearly revealed the company's involvement in research and development of visible light communication.
Hongli Optoelectronics also responded to investors on a recent interactive platform, saying that the company's research on visible light communication was carried out in 2013 with related universities, but the research on optical communication technology (LiFi) is still in the laboratory of production, study and research. stage.
According to the analysis of China Merchants Securities Research Institute, "the domestic LED industry is facing the problems of homogenization of products, fierce competition, and insufficient key core technologies. The breakthrough of LiFi technology will help China's LED enterprises to open up a new competitive situation and realize industrial transformation and upgrading."
In addition, communications business companies and chip system vendors such as ZTE, Huawei and other companies have been committed to the research of this technology. The industry believes that compared with small and medium-sized enterprises, although such large enterprises have research, the industrialization promotion is relatively conservative.
Dr. Xu Ran, a researcher of Zhigu Ruituo, who has been studying visible light communication for a long time, believes that the market structure of visible light communication will show a diversified development trend in the future. There will be rise of LED lighting equipment based on high-speed data transmission of visible light communication, and there will be support. Low-speed applications for visible light communication (eg indoor positioning, augmented reality, etc.)
Commercial technology breakthroughs will take time
Shenzhen Guangqi, also known as the “new upstart†of technology, is also “calling†for visible light communication.
According to data provided by Ling Zhaohua, senior patent analyst of the intellectual property management company, Shenzhen Guangqi is currently ranked second in the world's three largest patents in the field of visible light communication, with about 150 patents, and in addition to South Korea. Samsung Electronics, and Matsushita of Japan, each have about 300 items and 110 items.
The reporter learned that Shenzhen Guangqi has a capital platform in the H-share and A-share markets, but its visible light communication is not included in the listed company. The reporter saw in Shenzhen Guangqi official website about photon-based solutions and products, including the application of visible light communication technology in photon coverage solutions.
According to the official website of Shenzhen Guangqi, photon coverage provides confidential information transmission and communication of text, pictures and audio through indoor light, providing a new way of information interaction and communication, which is very suitable for communication needs in various high security and high stability environments. And has the advantages of good safety, energy saving and environmental protection, and low cost.
However, an industry insider who worked in Guangqi, Shenzhen, told the Daily Economic News reporter that in the LiFi technology that seems to have industrial prospects and commercial value, Shenzhen Guangqi has not applied research since last year. And industrialization. According to its disclosure, the main reason is customer and technology.
"LiFi is still in the research and development stage, and the laboratory can achieve 1G transmission per second. However, it is necessary to invest in the miniaturization, maturity and finalization of experimental equipment, which requires a lot of investment and research and development." The above-mentioned industry believes that there is no giant in the industry. To promote, this industry has a long way to go before the product stage.
Zhang Haiqiang said that Shenzhen Guangqi LiFi is still market-oriented. There have been some breakthroughs before, but the market demand is very high. The technical breakthrough of commercial products still takes time. The company will continue to do research in this area, and the basic technology continues to be researched, but At the application level, adjustments will be made according to market demand.
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