華工科技(000988.SZ):已經進入國內頭部客户供應鏈,全系列數通產品都已進行批量供貨,出貨產品以200G和400G居多
格隆匯5月17日丨華工科技(000988.SZ)於2023年5月16日15:30-17:00接受機構調研,問答環節中,就“國內AI領域的需求是否會有提升?公司數通產品在國內客户的份額?”,公司回覆稱,公司已經進入國內頭部客户供應鏈,全系列數通產品都已進行批量供貨,出貨產品以200G和400G居多,800G也在佈局,國內客户目前更看重硅光技術,自研設計的能力會拉開競爭對手之間的差距,在國內客户方面我們有優勢,份額目前領先於競爭對手,未來還有很好的發展空間。
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