中際旭創(300308.SZ):硅光對耦合的精度要求更高一些,但其實我們的傳統光模塊現在精度也很高,其實沒有本質性的變化
格隆匯5月17日丨中際旭創(300308.SZ)於2023年5月16日15:00-16:30接受機構調研,問答環節中,就“對硅光怎麼看?以前覺得1.6t後面可能就要上了硅光,但800G硅光其實比想象得發展要快。”,公司回覆稱,硅光有其優點,比如集成度更高、成本相對更低;也有其缺點,例如設計週期較長,且功耗成本方面的優勢還沒有在市場上體現出來。硅光對耦合的精度要求更高一些,但其實我們的傳統光模塊現在精度也很高,其實沒有本質性的變化,我們會根據客户的實際情況來選擇。
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