On 1/17/2025, Fiber Optic Online News reported that against the backdrop of sustained demand for AI computing power and accelerated construction of data centers and intelligent computing centers, the high-speed 400G/800G and even 1.6T optical module market is experiencing rapid growth. This trend not only promotes the rapid commercialization of new optical communication technologies, but also highlights the strategic value of key materials upstream in the industry chain to an unprecedented height. As the core basic material of FA (Fiber Array), the accuracy and reliability of V-groove directly determine the efficiency of multi-channel fiber alignment, and become an indispensable part of the single-mode fiber optic conversion process inside the optical module. Recently, Fiber Optic Online visited Shenzhen Xinzhenhua Optoelectronic Technology Co., Ltd. (hereinafter referred to as Xinzhenhua), a leading V-slot enterprise, and had in-depth discussions with its general manager, Mr. Zhang Xiaofei, to explore the company's dual planning in processing technology and scale manufacturing during its rapid development period in the past two years.
         
  

Craftsmanship is king: 20 years of accumulation behind V-groove craftsmanship

2025 is the tenth year of Xinzhenhua's establishment, but our accumulation in the V-slot field is far more than ten years, "Mr. Zhang told the editor." This year, the company's V-slot annual shipment volume has reached a historical high. This is not only a reflection of market demand, but also the result of our continuous cultivation in process technology over the past twenty years. ”

Mr. Zhang entered the optical communication industry in 2004 and began manufacturing FA and V-slot related products. In 2015, he founded Xinzhenhua. This career trajectory spanning twenty years is precisely a microcosm of China's V-groove manufacturing from its inception to maturity.

Mr. Zhang emphasized that V-groove is not a simple glass material cutting process, but requires comprehensive process control and technical accumulation behind it. We continuously engage in in-depth technical exchanges and cooperation with our clients, providing them with customized solutions. Over the years, Xin Zhenhua has gained a profound understanding of various product specifications for V-groove. In the past two years, Xinzhenhua has increased its investment in automation development and has achieved automated production of some processes. With the continuous improvement of precision requirements in the AI computing market, process has become a key factor determining product performance. ”

In the current reshaping of the optical communication industry, materials are becoming a key constraint for the development of optical modules. Like Faraday chips, which are currently in high demand in the market C-lens、 Key materials such as filters will become the core materials of the optical module industry chain, and their importance is increasingly prominent, gradually forming a direct procurement model by leading optical module manufacturers.

Scale manufacturing: dual base layout ensures billion level production capacity

Faced with the exponential growth of market demand, Xinzhenhua has continuously expanded its production capacity in recent years and built a manufacturing system driven by both Shenzhen and Henan engines.

By the end of this year, we will have 150 V-groove DISCO cutting machines with a total annual production capacity of 100 million sets, "Mr. Zhang introduced." The Shenzhen production base is located in Guanlan, Longhua District; the new production base established in Hebi, Henan in 2025 has officially started production in March this year

More than 30 cutting equipment have been invested in the first phase of Hebi Base, and an additional 50 equipment will be added in the second phase in December, forming a synergistic effect with the Shenzhen Base. At present, the company has 90 grooving equipment, 60 granulation equipment, and 3 supporting willow spacing detection equipment, including 1 high channel Toshiba cutting equipment.

This year's equipment investment is as high as 25 million yuan, "said Mr. Zhang." This heavy asset investment is based on our firm confidence in upgrading China's high-end manufacturing

After the expansion of production in December, Xinzhenhua will achieve large-scale standardized production of V-slots by 2026, with a monthly equipment capacity of 10 million sets. Meet the customer's demand for fast delivery within 3-5 days. In the current market competition pattern of "competing for production capacity and delivery time", the Shenzhen Henan dual base strategy has given the company a dual advantage of rapid response and production capacity guarantee.

Next generation technology layout: dual barriers between technology and manufacturing

In addition to production capacity and delivery time, the precision requirements for V-slots are constantly increasing. From the conventional precision of 0.5 μ m and 0.7 μ m to the required precision of 0.3 μ m in the high channel CPO market, equipment investment and technical barriers have increased exponentially.

Precision improvement is not only a matter of equipment, but also a comprehensive reflection of material understanding, process accumulation, and process control. Xinzhenhua has recently introduced a high-precision Toshiba cutting machine specifically for high channel V-groove cutting. In the CPO (co packaged optics) market, V-grooves are developing towards thinner, more precise, and more channels. The thickness of the cover plate has reached 0.1mm, and the number of channels required has been expanded from 36 channels and 40 channels to 48 channels and even 72 channels.

afterword 

According to Fiber Optic Online, there are currently many companies involved in V-slot manufacturing in the market, and the competition for V-slot products is also very fierce. In the context of AI driven upgrading of the optical communication industry, the importance of materials and manufacturing capabilities is increasingly prominent. When choosing suppliers, enterprises should not only consider price, but also their technological accumulation and manufacturing capabilities are the core factors to be considered. Driven by AI computing power, Xinzhenhua has made a leap from small and medium-sized enterprises to large-scale manufacturing. With nearly 20 years of material and process accumulation and advantages in large-scale manufacturing, it provides a solid guarantee for the healthy development of the entire optical communication industry chain.

The following are some equipment pictures of Xinzhenhua: