You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
中際旭創(300308.SZ):預計大客户會加大對硅光模塊的採購比例
格隆匯 01-29 07:43

格隆匯1月29日丨中際旭創(300308.SZ)披露投資者關係活動記錄表顯示,400G和800G已有一些型號採用了硅光方案並通過了大客户的認證,已開始出貨,後續預計大客户會加大對硅光模塊的採購比例,不排除在某些型號上,硅光的比例會超過傳統方案的比例。此外,預計在1.6T和相干光模塊等應用場景都會有硅光方案的廣泛應用,所以硅光未來會成為一個比較重要的技術方向。同時硅光方案在BOM成本上跟傳統方案相比有一些優勢,比如硅光的CW光源和EML激光器之間的對比,可以看出從數量到單價,會有明顯的優勢;硅光的良率取決於硅光芯片的設計以及Fab廠流片帶來的質量和性能方面的支持,這些都很重要,決定了整個硅光產品的良率以及毛利率情況。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account