New AI chip released, high-speed copper cable market grows 25%, DAC manufacturers recommend

Its first chip GB200 uses copper cable connection, which has become a highlight. The related A-share stocks have all reached their daily limit driven by its concept . High-speed copper cables are divided into passive copper cables DAC and active copper cables AOC. Among them, DAC is the mainstream product in the current market and is often used for short-distance transmission in data centers. It is popular because of its high cost performance. With the growth of data center demand, the annual compound growth rate of high-speed cables is expected to reach 25%, and the market size continues to expand. The release of Nvidia's GB200 chip has strengthened the copper cable electrical connection technology. Its NVLink5.0 copper cable electrical connection reduces computing energy consumption and is suitable for short-distance and low-bandwidth scenarios. The overseas high-speed cable market is two generations ahead of China , mainly 200G/400G, while the Chinese market is mainly 50G/100G, and some scenarios have begun to use 100G / 250G DAC . According to data released by IDC, a global authoritative research company, in the next five years, China's server industry will continue to grow rapidly, the switch market will grow in proportion to the server market, and high-speed cables, components, and connectors will usher in a period of rapid development. The Chinese market alone will reach 3 billion US dollars. Among them, internal wires and board-side connectors account for about 4-7% of the server, which is a market of 1 billion US dollars; the average number of external wires in a standard 42U server rack is 24, and the mainstream 100G copper cable solution is used for interconnection within the cabinet, and the annual demand is also expected to be 2 billion US dollars .

D AC high-speed cable (Direct Attach Cable) is generally translated as direct cable, direct copper cable or high-speed cable. It is defined as a low-cost short-distance connection solution to replace optical modules . Both ends of the high-speed cable have cable assemblies with modules, and the ports cannot be replaced. The module head and copper cable cannot be separated. However , compared with the active optical cables of optical modules, the connector modules on the high-speed cable do not have expensive optical lasers and other electronic components, which greatly saves costs and power consumption in short-distance applications. With higher Ethernet speeds, cloud computing , the Internet of Things, and virtual data centers, more requirements have been put forward to operators of data centers. At present, the data speed of data centers has actually moved towards 400G. Therefore, in addition to connections within 3-5m in the server, DAC can also be used (5-7 meters require special insulation materials to achieve the characteristic requirements). Connections exceeding these distances are generally realized through AEC or AOC. Of course, with the upgrading of technology, some manufacturers have achieved the ultimate length through materials and processes. DAC high-speed cable products are used by more and more users with their high cost performance, high speed, low loss and other advantages, and have become the first choice for many high-speed data center communication solutions.

D AC high-speed cable (Direct Attach Cable) is generally translated as direct cable, direct copper cable or high-speed cable. It is defined as a low-cost short-distance connection solution to replace optical modules . Both ends of the high-speed cable have cable assemblies with modules, and the ports cannot be replaced. The module head and copper cable cannot be separated. However , compared with the active optical cables of optical modules, the connector modules on the high-speed cable do not have expensive optical lasers and other electronic components, which greatly saves costs and power consumption in short-distance applications. With higher Ethernet speeds, cloud computing , the Internet of Things, and virtual data centers, more requirements have been put forward to operators of data centers. At present, the data speed of data centers has actually moved towards 400G. Therefore, in addition to connections within 3-5m in the server, DAC can also be used (5-7 meters require special insulation materials to achieve the characteristic requirements). Connections exceeding these distances are generally realized through AEC or AOC. Of course, with the upgrading of technology, some manufacturers have achieved the ultimate length through materials and processes. DAC high-speed cable products are used by more and more users with their high cost performance, high speed, low loss and other advantages, and have become the first choice for many high-speed data center communication solutions.

The communications industry is experiencing a trend of optical fiber retreat and copper fiber advancement, and high-speed line manufacturers are experiencing development opportunities

 Amphenol

Company website: http://www.amphenol-ast.com ;

Founded in 1932, Amphenol Corporation is the world's top 2 connector manufacturer. It entered China in 1984 and was listed on the New York Stock Exchange in 1991. As an excellent listed company on the New York Stock Exchange, Amphenol Corporation ranked 54th in the 2008 US Business Week IT Top 100 Companies and topped the US Standard & Poor's 500 list. In 2020, the group's sales exceeded US$8.2 billion, ranking 386th in the US Fortune 500. In 2020, it was awarded the title of "Xiamen Key Industrial Enterprise". Amphenol is headquartered in Connecticut, USA. The group implements a localization strategy around the world, with more than 100 factories/offices worldwide and a total of more than 70,000 employees worldwide, directly providing products and localized services to customers on all continents. At present, there are more than 30 business units in China. Amphenol AssembleTech Co., Ltd. is a wholly-owned enterprise under Amphenol Corporation, referred to as AST. In 2003, through asset acquisition, the company moved from Zhangzhou to Xiamen to set up a factory. At that time, the company had only more than 200 employees. Now, it has developed into a large-scale electronic manufacturing company with more than 2,000 employees, integrating R&D, production and sales. In the past ten years, AST has grown 10 times in size, and its sales performance far exceeds the average level of the electronics industry. In 2019, AST expanded its factory to Vietnam to accommodate the growth. Adhering to Amphenol's consistent spirit of innovation, the AST division independently develops and manufactures interconnect products, always meeting and exceeding customer satisfaction with excellent quality and service. At present, the main products include Extremeportport-Swift, Extremeport-Mini Cooledge IO, Extremeport-Flash, Extremeport-Lightyear, Extremeport-Z-Link, Ultraport-Low Profile SlimSAS, Ultraport-SlimSAS, OCuLink, HD mini SAS, mini SAS, SATA, DP2.1, HDMI2.1, USB4.0, customized cables, etc., which are widely used in IT data centers, 5G base stations, consumer electronics, self-driving cars and green energy. The high-speed cable production base is in Xiamen, Fujian .

TE
Company website: https://www.te.com.cn ;

TE Connectivity Ltd (NYSE: TEL) is a global company with sales of $14 billion in fiscal 2018. Formerly known as Tyco Electronics, the company is headquartered in Switzerland and designs and manufactures more than 500,000 products that connect and protect the flow of power and data in a variety of products we use every day. Nearly 100,000 employees around the world work with customers from all walks of life. From consumer electronics, power and medical to automotive, aerospace and communication networks, we use smarter, faster and better technology to give products more possibilities. TE Connectivity entered China in 1989 and opened its first factory in Shanghai. TE Connectivity has more than 20,000 employees in China, has established 16 production bases, and provides services to customers through sales offices in 14 cities across the country. With its leading technology in signal integrity, its main products currently support aggregate data rates of 100 Gbps and 200 Gbps (56 Gbps QSFP56 and SFP56 cable assemblies), which are suitable for a range of applications such as data center equipment, test and measurement equipment, and wireless infrastructure. The high-speed cable production base is in Houjie, Dongguan .

molex
Company website: https://www.chinese.molex.com,

Molex was founded in 1938 and is the world's second largest manufacturer of electronic interconnect products. Molex designs, manufactures and sells more than 100,000 products, including connectors, interconnect systems, backplanes, cable assemblies, terminals, planar cables, fiber optic connectors and adapters, mechanical and electronic switches and other products. Currently, Molex has 58 manufacturing plants in 19 countries and more than 27,525 employees worldwide. Molex can provide product design, manufacturing and related support services to customers anywhere in the world, and its high-speed cable production base is in Shijie, Dongguan .

Luxshare

Luxshare Precision is a national high-tech enterprise focusing on the research and development, production and sales of connectors. Its products are mainly used in 3C (computers, communications, consumer electronics), automobiles and communications. The core product computer connector has established a dominant position. Desktop computer connectors cover more than 20% of desktop computers in the world, and the production of laptop computer connectors has been rapidly expanded. New products such as DP, HDMI, USB4, and ESATA have been developed. At the same time, the company is gradually entering the fields of automotive connectors, communication connectors and high-end consumer electronics connectors, expanding new product markets and establishing its own competitive advantages. It is worth noting that Apple, Huawei and other companies are customers of Luxshare Precision. Luxshare Precision has long invested in the research and development, production and sales of high-speed interconnect copper cables and supporting connectors. With the increasing communication requirements of data centers, domestic 100G/200G high-speed interconnection in data centers is about to become mainstream, and overseas Internet giants are also actively deploying 200G/400G/800G high-speed connection applications. With the increase of communication speed, the technical requirements of high-speed I/O connectors and cables are getting higher and higher. The precision requirements of the process, the application of new materials, the requirements of automation and the production management of enterprises are all different from those in the 10G era. Only those who can keep up with the pace of technological innovation and actively upgrade production capacity and process evolution can stand firm in the subsequent market competition. Luxshare Precision Industry currently has a full range of passive high-speed copper cables (DAC) and supporting board-end connector product lines from 10G to 400G, as well as active high-speed copper cables (ACC) products from 25G/50G. The high-speed cable production base is in Qingxi, Dongguan .

Jiabiqi (Taiwanese enterprise background)
Company website: https://www.jpcco.com/,
JPC International Co., Ltd. (stock code 6197) was established in 1992 and has a history of 25 years. The company's main business projects are the research and development, manufacturing and sales of electronic products related to cloud networking, Internet of Things systems, consumer products, energy vehicles and intelligent connected peripheral facilities. JPC's brands include Hongfu, Hongqi, Huabao, etc. JPC has been deeply involved in the cloud networking market for many years. It not only focuses on the technology and manufacturing of core components of cloud networking, but also continuously introduces new technologies and testing equipment in product research and development in response to trends. With good management and service, it has not only won the trust of customers at home and abroad, but also become the main supplier of high-speed connectors and cable sets for many international first-line manufacturers. JPC continues to develop active and passive data center-level high-speed transmission copper and optical fiber interconnection products, grasps cloud trends and provides customers with the latest and best product solutions. The high-speed cable production base is in Houjie, Dongguan .

Bizlink's brands include Maolian, Jielian, etc.
https://www.bizlinktech.com (Taiwanese company background)
Founded in 1996, listed in Taiwan in 2011 (stock code 3665), with a turnover of RMB 5.8 billion in 2019. It provides a full range of signal connection solutions for industries such as information, medical, automotive, electrical, industrial, and semiconductor. Main products: 4K expansion base, electric vehicle battery management harness, 5G high-speed line server connection cable , automotive main harness, semiconductor equipment wire, high-end electrical wire, medical equipment wire, fiber optic communication equipment, etc. The group has nearly 500 invention patents and provides products and services to world-renowned manufacturers. Major customers include: GE, TESLA, CISCO, Abbott, Mindray, DELL, hp, Microsoft, Lenovo, etc. The group currently has 9,800 employees, 17 production bases, 9 operating bases, 5 R&D centers, and 6 high-level certification laboratories, distributed in 13 countries and regions including China, the United States, and Singapore. The high-speed cable production base is in Kunshan, Jiangsu .

Inflight
http://www.infi-link.cn /
Infralink is a high-tech private enterprise integrating R&D, production and sales. It focuses on providing a full range of high-speed signal interconnection products , solutions and services for core customers of wiring harness products such as IT equipment, consumer electronics, high-speed rail, and industrial control. With the explosive growth opportunities brought by data centers, as one of the few cable companies in China that has the shipment and technical reserves of 100G/400G product high-speed cable automated production lines, the high-speed cable production base is in Wuxi, Jiangsu.

Shenglian Optoelectronics
Guangdong Shenglian Optoelectronics Technology Co., Ltd. is a technology company specializing in the research and development, production and sales of high-speed cable assemblies and connectors. It is located in Chang'an Town, Dongguan City. The company has complete hardware and software facilities for research and development, production, and sales. In terms of hardware: it has advanced cable assembly processing equipment, production equipment, and inspection equipment; in terms of software: it has a high-quality, high-efficiency, challenging, and innovative professional technical team and sales and management team. The company adopts lean production and ERP control system tools to form the core competitiveness of "people-oriented, quality first, cost advantage, and efficient service." 

Le Rong
http://www.lorom.com/ (Taiwanese investment background)
Founded in Taiwan in 1988, Lorong Group provides excellent quality and excellent service to customers around the world with the concept of continuous improvement, creating the highest value and becoming a well-known supplier of customized original equipment manufacturing (OEM/ODM) in the world. Currently, Lorong Group is headquartered in Taipei, Taiwan, and has branches in the world (the United States, the United Kingdom, Germany, and Japan), responsible for marketing, customer service, and engineering technical support; production industrial parks are located in China (Shenzhen, Guangdong, Hangzhou, Zhejiang, Tongxiang, and Ji'an, Jiangxi) and India (Delhi), etc., to meet customer needs in all aspects with different product types. The group currently has a total of about 12,000 employees and has advanced production and testing equipment. It mainly designs, produces and sells various wire and cable products (such as computer wires, automotive wires, network wires, equipment wires, aviation wires, etc.), various types of insulation moldings, plastic parts, and wire and cable related assembly products. The products are widely sold to well-known companies around the world (such as CISCO, SIEMENS, PANASONIC, ERICSSON, BI, TYCO and other customers ) . In the field of high-speed transmission cables, there are many innovative patents, especially 200Gbps or 400Gbps aggregation rate solutions, which can achieve up to 14.4Tbps of aggregation bandwidth in a single switching slot . The high-speed cable production base is in Hangzhou, Zhejiang

Company website: http://www.kingsignal.cn
Since its establishment, Kingsignal has carried out strategic cooperation with communication equipment manufacturers (Huawei, ZTE, Datang, Comba, Guoren, Ericsson, Nokia, CommScope, Catherine, Andrew, etc.), communication operators (China Mobile, China Unicom, China Telecom, AIRTEL, TATA, VODAFONE, TUREMOVE, etc.) and defense science and technology customers (AVIC, China Electronics Technology Group, China Shipbuilding Industry Corporation, etc.), and provides them with complex high-performance products and customized services including RF cables and components, RF wiring harnesses, connectors, printed circuit boards, optical fiber cables, optical modules, optical components, high-speed communication devices, network modules and accessories, microwave devices and chip modules, sonar, etc.; and through the Design In model and electromagnetic compatibility design, communication components are integrated into service solutions for multiple fields and scenarios such as communication and Internet, aerospace, marine platforms and informatization, new energy applications, rail transportation, industrial control and informatization, and medical care to meet the differentiated needs of customers at multiple levels and in multiple directions. As a high-tech private listed company, Kingsignal is also a company that leads the formulation of international standards for cables and connectors. It has participated in the formulation of 12 IEC international standards, 6 national standards and industry standards, and 27 defense science and technology standards, and has obtained more than 100 invention patents, utility model patents and defense patents. Kingsignal is one of the few private listed companies in China with complete qualifications for defense supporting. While further consolidating and expanding the technology and market of communication products, the company has always adhered to the development of defense science and technology as its mission, and has made substantial breakthroughs and achievements in aerospace informatization and localization of equipment, from the localization of core components to larger system-level defense science and technology industrial projects. It has carried out research and development in the "shore-based underwater regional defense system" that is blank in China, and has made breakthrough progress in ocean detection and sonar modules. Kingsignal has R&D and production bases in Longgang, Shenzhen, Dongguan, Guangdong, Ganzhou, Jiangxi, Changzhou, Jiangsu, Nanjing, Jiangsu, Changsha, Hunan, Xi'an, Shaanxi, Mianyang, Sichuan, Yingkou, Liaoning, Houston, USA and Borås, Sweden. Shenzhen Kingsignal and its four subsidiaries, Ganzhou Kingsignal, Changzhou Kingsignal and Changzhou Anteno, are all national high-tech enterprises. In addition, Kingsignal has been expanding globally since 2011. It has established overseas subsidiaries in Hong Kong, Brazil, Thailand, India and Canada, and has permanent offices, logistics warehouses or authorized agents in Indonesia, Switzerland, Israel, Germany, South Korea and Mexico. Its international business covers countries and regions such as Asia Pacific, the Middle East, Europe, North America and South America. Its high-speed cable production base is in Dongguan, Guangdong . 

Zhaozhaolong Interconnect
Company website : https://www.zhaolong.com.cn/
Zhaolong Interconnect was founded in 1993. It is a high-tech enterprise that manufactures data cables and connection components. It is a full member of the China Communications Standards Association and a drafting unit of the national standard for data cables. The company has established close industry-university-research cooperation with well-known domestic universities and research institutes, co-built a scientific research and production base with the Shanghai Cable Research Institute, cooperated with Tsinghua University to carry out research on material processing technology, and co-built a signal integrity and electromagnetic compatibility joint laboratory with Zhejiang University. The company has established innovation platforms such as provincial enterprise research institutes, provincial enterprise technology centers, and provincial high-tech enterprise research and development centers. The R&D center has a full range of special test capabilities such as high-frequency transmission performance, mechanical and physical properties, environmental resistance tests, fatigue resistance tests, material analysis, coating analysis, combustion tests, system integration applications, EMC performance, and signal integrity simulation, providing strong technical support for product design and manufacturing. The R&D center has obtained the "Satellite Program" laboratory qualification of Intertek Tianxiang Group. In the nearly 30 years since the company was founded, it has worked silently and accumulated bit by bit. Core technology and product development keep up with the changes in Ethernet technology. The products are exported to more than 100 countries and regions around the world, and are widely used in various fields such as 5G communications, cloud computing, data centers, smart cities, industrial automation, Internet of Vehicles, smart homes, special applications (medical, wind energy, marine, locomotives, photovoltaics, nuclear power, aerospace), etc. "To become a world-leading designer and manufacturer of data cables, special cables and connection products" is the company's development vision. The company adheres to the business philosophy of "honesty, trustworthiness, high quality and efficiency, fast and sustainable", promotes the innovative development of interconnection technology, and creates greater value for society. The high-speed cable production base is in Deqing, Zhejiang.

Jingzhaolian
Company website: http://www.c-flink.com/
Huizhou Jingzhaolian Technology Co., Ltd. is a high-speed interconnection solution provider integrating R&D, production, sales and service, including DAC high-speed copper cables, AOC optical cable assemblies, optical modules and industrial wiring harness cables. Products are widely used in data centers, supercomputing, data storage, drones, high-end medical equipment, robots, high-definition displays, etc. The company is committed to becoming a strategic partner of big data interconnection and is dedicated to providing high-quality products and services to our customers. The high-speed cable production base is in Huizhou, Guangdong 

Huatianda
Company website : http://www.htdinfor.com/
Shenzhen Huatianda Information Technology Co., Ltd. was established in 2015. It is a professional high-speed cable assembly product manufacturer integrating R&D, production, sales and service, targeting data centers, cloud computing, transmission networks and other fields. The product line covers high-speed copper cable (DAC) assemblies and high-speed active optical cable (AOC) assemblies: 10G SFP+, 25G SFP28, 40G QSFP+, 100G QSFP28, 56G SFP-DD, 200G QSFP-DD and 400G QSFP-DD full range of products. The company has gathered a large number of senior talents in the industry. With the goal of quickly responding to customer needs and product innovation and quality assurance as the foundation, it is dedicated to providing customers with high-speed interconnection products with reliable quality, optimal cost and fast delivery, and is committed to becoming the best business partner in the field of high-speed interconnection. The high-speed cable production base is in Shenzhen, Guangdong 

Weixianke
Company website: www.bcgj.com;
Shenzhen Weixianke Electronics Co., Ltd. was founded in 1999. It is a professional manufacturer engaged in the design, development and manufacture of cables. The main series include computer peripheral cables, network cables, communication cables and plug-ins. At present, the main high -speed cable OEM production base is in Shenzhen, Guangdong .

Company website: http://www.iptoe.com/cn /;
Guangdong Yipu Industrial Co., Ltd. was established in 2003. It has become the only company in China that can independently develop and produce all related hardware products of fiber-optic communication systems. Yipu integrates R&D, production, sales and services. Its projects include: chips, optoelectronic communication equipment, fiber-optic communication testing equipment, smart home, industrial control and automotive communication products, integrated wiring engineering design and construction; high-speed lines, wires and cables, wiring harness assembly, and related consulting services. Yipu established its group headquarters in Guangdong, and successively established Shaanxi Yipu Technology, Sichuan Software Center, Guangxi Office, Shenzhen Branch, Suzhou Branch, Hong Kong Yipu International, European Branch, and American Branch (WIPT) to carry out a new round of industrial layout with a global mindset. The high-speed cable production base is in Humen, Dongguan . 

Yihua
http://www.czt.cn/
Wenzhou Yihua Connector Co., Ltd. was established in December 1995. The company is located in Yueqing City, Zhejiang Province. It is an enterprise focusing on the research and development, production and sales of connectors and components mainly for communications, and is committed to providing customers with complete interconnection product application solutions. The company has passed ISO9001:2008 quality management system certification, ISO14001:2004 environmental management system certification, IECQC080000 hazardous substances management system certification, OHSAS 18001 occupational health and safety management system certification, and TS16949 automotive management system certification. The company specializes in the production of network connectors (RJ11, RJ45 plugs/sockets, RJ45 integrated transformers), consumer electronics connectors (USB, HDMI, DP, card holders), optoelectronic connectors (SFP series products), electrical power connectors (terminals, power sockets), consumer electronics connection harnesses, industrial and automotive electronics connection harnesses and other supporting products, and the products have passed the US UL certification. After more than 20 years of unremitting efforts, the company has developed into one of the most powerful communication connector manufacturers in China, and has established long-term partnerships with many well-known global companies such as Huawei, ZTE, Foxconn, Honeywell, Flextronics, Aptiv, Accton, Qiji, Pegatron, Hikvision, OPPO, Xiaomi and other well-known companies. The company was listed on the domestic A-share SME board in September 2017 (stock code: 002897). At present, the company has established six wholly-owned subsidiaries and five holding subsidiaries in Dongguan, Suzhou, Wuhan and Hunan, and has offices or contact points in Beijing, Shanghai, Shenzhen, Taiwan and other places. We are always ready to provide you with the best service. The high-speed cable production base is in Suzhou, Jiangsu .