中際旭創(300308.SZ):公司會把重心放在800G或1.6T這些新產品上
格隆匯6月5日丨中際旭創(300308.SZ)接受機構調研,問答環節中,就“成本這一塊,800G我們會用到新的技術,還有供應鏈成熟後,會下放到100G、200G嗎,就是把它們單位帶寬的性價比做到和800G一樣?”
公司回覆稱,應該不會。未來200G的需求趨勢是下降的,售價也會進一步下降。公司會把重心放在800G或1.6T這些新產品上,希望儘可能多拿一些高端產品訂單。
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