劍橋科技(603083.SH):北美市場從2.5G PON升到10G PON,趨勢非常明顯,而潛在的客户也非常多
格隆匯8月29日丨劍橋科技(603083.SH)於2023年8月21日10:30-11:30召開電話會議,問答環節中,就“從去年到現在,整個公司業務亮點最大的還是在北美的傳統產品銷售。有沒有評估過,北美像光纖入户的滲透率,整個產品的滲透率的空間還有多大?比較高速的增長還能不能繼續維持?包括盈利能力的提升,是不是後面盈利能力會相對比較穩定下來?”
公司回覆稱,對,北美市場從2.5G PON升到10G PON,趨勢非常明顯,而潛在的客户也非常多,所以現在擴大了北美辦公室的銷售研發和售後服務,整個團隊都加強很多。過去Tier1的客户都是通過諾基亞做貼牌去賣,一些中小型客户很多就直接找我們來做。所以我們直銷和ODM兩種方式同時在做,未來市場需求還是非常的大,非常穩,它不會馬上消失,而是剛剛開始,所以現在美國那邊應該有很多年的紅利可以吃。
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