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劍橋科技(603083.SH):每家超算都不會找太多的供應商
格隆匯 10-13 15:41

格隆匯10月13日丨有投資者向劍橋科技(603083.SH)提問:最近在深圳光博會上看到好多廠商都在推800G和1.6T的產品,公司管理層會否覺得明年的整個需求端還不錯,但從供應端的角度,每一家這個行業的公司都會推出相應的產品,而且都説自己經過了驗證,所以整個價格的競爭會不會比較激烈。在此環境下,怎麼看利潤趨勢,是會跟今年差不多還是會比今年要差一些?

劍橋科技回覆:不評論其他競爭對手。個人認為800G雖然相較400G在技術上沒有想象的難許多,但實際也並不容易。我覺得光模塊行業供應商的數量肯定是在收斂的。每家超算都不會找太多的供應商,這個行業支持不了那麼多的供應商。從成本上講確實會有一些壓力,現在市場上800G光模塊價格要求做到多少錢每個G或者多少功耗每個G,達不到的話800G也沒有意義,所以對成本的壓力還是蠻大的。實際上最近看到原材料的成本也在急速地下降,能不能完全抵消還不確定。關鍵是上量,供應商在技術上能做出來800G,不一定能在量上做出來,到最後可能有些公司只能退出。

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