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震有科技(688418.SH):目前暫無生產光模塊的計劃
格隆匯 05-12 08:45

格隆匯5月12日丨有投資者在投資者互動平台向震有科技(688418.SH)提問,“請問公司的400G光模塊是自己生產的還是外面採購的?如果自己生產的話對外有出售嗎?具體和哪些公司有合作?”

震有科技回覆稱,400G光模塊主要應用於骨幹光傳送網和數據中心領域,用於光傳送網的400G相干模塊,內含DSP及軟件算法,技術門檻很高,目前業內只有少數幾個公司可以研發及生產。除了400G相干模塊,公司具備其它光模塊的研發能力,但目前公司與各光模塊供應商之間保持了良好的合作關係,在成本、質量、交期等方面,均可滿足公司業務拓展的需要,因此截至目前暫無自己生產光模塊的計劃。不過,公司也在密切關注CPO(co-packaged optics)、硅光、薄膜鈮酸鋰等新技術在光模塊領域的進展與應用。

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