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中際旭創(300308.SZ):對行業和對公司來説或,明年除了800G需求放量外還有400G的明顯增量
格隆匯 08-28 10:54

格隆匯8月28日丨中際旭創(300308.SZ)於2023年8月27日下午20:00-21:00召開電話會議,問答環節中,就“800G和1.6T近幾年有望保持增長,明年來看,200G和400G有沒有超預期的進展?”

公司表示,傳統雲業務上的200G作為過渡方案,明年的需求還會進一步下降,因為客户會轉向升級到400G。在AI方面的200G光模塊需求仍將繼續保持。400G方面,受益於部分客户選擇400G光模塊用於AI算力架構中以太網交換機的方案,明年400G的需求將會大幅增長,遠超出傳統雲數據中心對400G的需求數量。因此,對行業和對公司來説或,明年除了800G需求放量外還有400G的明顯增量。

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