Industry News
A technology company: 800G optical module received an order after sending samples
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Author : JIUZHOU
Update time : 2023-09-22 13:43:00
A certain technology company started expanding its overseas production capacity at the end of last year. As overseas companies operate normally, their ability to win overseas orders will increase.
A technology company began expanding overseas production capacity at the end of last year. As overseas companies operate normally, the technology company will improve its ability to win orders overseas.
First half of 2023. Slowing domestic demand is hurting the technology company's revenue. The tech company's domestic declines were much higher than those overseas. Domestic construction demand for transmission products has slowed.
Technology companies were in the destocking stage in the first half of the year. These include data and access products overseas. However, the market share of access products is increasing.
Key performance highlights for the first half of 2023 include:
1. Sales to operators in Q2 improved significantly compared to Q1, with a 22% month-on-month increase.
2. Access market share has increased significantly
3. Overseas production capacity expansion began at the end of last year
4. As overseas companies operate normally, their ability to win overseas orders will increase.
Currently, the technology company’s optical module revenue accounts for about 70% of its total revenue. This year, the company's 400G and 800G optical modules have made major breakthroughs in R&D and market.
The technology company's 400G batch delivery, 800G multi-mode and single-mode progress are relatively smooth. The technology company received orders one after another after sending samples. 400G is also progressing relatively smoothly in long distance. The technology company has made great progress in related fields and has received some orders both domestically and abroad.
The tech company thinks. Maybe this year is due to changes in the external market environment. Starting in March and April.
Driven by the demand of AI, it has a great driving effect on 400G and 800G. Domestic 400G is the main one, and foreign 800G is the main one.
The technology company's self-research on optical module chips has made smooth progress. It is expected that the volume of 100G EML will be increased next year. The cycle required by the chip is relatively long.
Discuss the layout progress of silicon photonics.
The technology company's layout is relatively early in silicon photonics. The technology company has invested in R&D since 100G and 200G. The technology company's silicon photonics advantages lie in integration and cost.
The technology company has advantages in terms of cost and performance. Because this technology company can enter the market from 400G and 800G.
Silicon photonics samples are easy to come out but mass production requires a process. Silicon photonics is now progressing relatively smoothly and has entered the mass production stage.
The technology company has already begun shipping - 400G and 800G.
Looking ahead, the technology company said: The situation in the third quarter will be better than the second quarter. Market demand is developing for the better. Regarding overseas production capacity construction, the company is quite confident about the future.
This year, the global and domestic economic situation is still facing relatively high pressure. The company will maintain strategic focus. Do a good job in improving competitiveness.
The company continues to focus on R&D investment. The company hopes that in the future this will translate into customer recognition for us. to give back to investors.
A technology company began expanding overseas production capacity at the end of last year. As overseas companies operate normally, the technology company will improve its ability to win orders overseas.
First half of 2023. Slowing domestic demand is hurting the technology company's revenue. The tech company's domestic declines were much higher than those overseas. Domestic construction demand for transmission products has slowed.
Technology companies were in the destocking stage in the first half of the year. These include data and access products overseas. However, the market share of access products is increasing.
Key performance highlights for the first half of 2023 include:
1. Sales to operators in Q2 improved significantly compared to Q1, with a 22% month-on-month increase.
2. Access market share has increased significantly
3. Overseas production capacity expansion began at the end of last year
4. As overseas companies operate normally, their ability to win overseas orders will increase.
Currently, the technology company’s optical module revenue accounts for about 70% of its total revenue. This year, the company's 400G and 800G optical modules have made major breakthroughs in R&D and market.
The technology company's 400G batch delivery, 800G multi-mode and single-mode progress are relatively smooth. The technology company received orders one after another after sending samples. 400G is also progressing relatively smoothly in long distance. The technology company has made great progress in related fields and has received some orders both domestically and abroad.
The tech company thinks. Maybe this year is due to changes in the external market environment. Starting in March and April.
Driven by the demand of AI, it has a great driving effect on 400G and 800G. Domestic 400G is the main one, and foreign 800G is the main one.
The technology company's self-research on optical module chips has made smooth progress. It is expected that the volume of 100G EML will be increased next year. The cycle required by the chip is relatively long.
Discuss the layout progress of silicon photonics.
The technology company's layout is relatively early in silicon photonics. The technology company has invested in R&D since 100G and 200G. The technology company's silicon photonics advantages lie in integration and cost.
The technology company has advantages in terms of cost and performance. Because this technology company can enter the market from 400G and 800G.
Silicon photonics samples are easy to come out but mass production requires a process. Silicon photonics is now progressing relatively smoothly and has entered the mass production stage.
The technology company has already begun shipping - 400G and 800G.
Looking ahead, the technology company said: The situation in the third quarter will be better than the second quarter. Market demand is developing for the better. Regarding overseas production capacity construction, the company is quite confident about the future.
This year, the global and domestic economic situation is still facing relatively high pressure. The company will maintain strategic focus. Do a good job in improving competitiveness.
The company continues to focus on R&D investment. The company hopes that in the future this will translate into customer recognition for us. to give back to investors.
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