劍橋科技(603083.SH):現在800G海量的最終客户也就兩家,我們不是那兩家的供應商,所以現在都是小批量出貨
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“在研項目主要是兩公里的長距離單模,是不是一方面意味着我們在短距離可能已經開發完成,我們也在逐漸的導入800G的新品做一些生產。這個是屬於客户的小批量送量的生產,還是我們已經是開始批量出貨的一個狀態?”
公司回覆稱,介於小批量和中批量之間,現在800G海量的最終客户也就兩家,我們不是那兩家的供應商,所以現在都是小批量出貨。
另外,我們的設計都是兩公里,500米和兩公里如果完全按照標準來講沒有太大區別。所以800G DR4實際上都是DR4+,也就是兩公里的,實際上兩公里的和500米的成本差別沒有太大。同一個模塊,既管500米,又管兩公里,現在有一家最終用户要求的800G Lite,就有點區別,距離會短一些,我們會按照Lite標準修改產品。
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