源傑科技(688498.SH):已實現25G激光器芯片系列產品的大批量供貨
格隆匯5月17日丨源傑科技(688498.SH)於2023年5月16日下午14:00-17:00召開業績説明會,問答環節中,就“國產化替代光芯片市場前景如何?”,公司回覆稱,國內光芯片市場中,2.5G、10G激光器芯片市場國產化程度較高,但不同波段產品應用場景不同,工藝難度差異大,公司憑藉長期技術積累實現激光器光源發散角更小、抗反射光能力更強等差異化特性,為光模塊廠商提供全波段、多品類產品,實現差異化競爭;25G及更高速率激光器芯片市場國產化率低,公司憑藉核心技術及IDM模式,攻克技術難關,已經實現25G激光器芯片系列產品的大批量供貨。
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