華工科技(000988.SZ):從4月份開始,隨着客户的窗口陸續打開,下半年會是公司北美業務高速增長期
格隆匯4月20日丨華工科技(000988.SZ)於2023年4月18日召開業績説明會,“光聯接業務在北美的最新進展?”,公司表示,公司在北美的市場已經佈局了4年,成立了針對光模塊的全業務子公司,公司已和客户建立了良好的溝通渠道。雖然一季度國內外市場處於淡季,但我們已經打開了非常好的窗口,已經有了小批量的訂單。今年北美業務處於快速爬坡期。一方面,從客户窗口和機會上,我們已經拿下了Hyperscaler2-3家;以及新增的算力的主要廠家、Tier1的主要廠家,機會很好,有些訂單已經在批量供貨了。第二方面,在產品維度上,我們經過3-4年的準備,數據中心光模塊100G/200G/400G/800G全系列產品都已具備批量發貨能力。同時我們今年在OFC展會上全球首發了400G相干長距離傳輸光模塊,也陸續接到送樣訂單,並開始發貨,而且價格也很好。
鑑於我們產品準備以及近年來客户渠道積累,我們已經在北美市場建立了良好的品牌信任度。從4月份開始,隨着客户的窗口陸續打開,下半年會是我公司北美業務高速增長期。
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