騰景科技(688195.SH):部分精密光學元組件產品可應用於400G、800G等高速光模塊中
格隆匯7月19日丨騰景科技(688195.SH)披露投資者關係活動記錄表顯示,公司的部分精密光學元組件產品可應用於400G、800G等高速光模塊中。產品價值量基於產品的規格參數、性能指標及良品率的高低而有所不同。具體需求情況跟隨客户訂單波動,存在不確定性,但整體來看,隨着AI算力需求的增長,作為算力網絡傳輸的基礎承載底座和關鍵組成的光通信元器件市場將保持積極的發展態勢。公司部分產品生產飽和,將通過優化工藝、合理排產來提高生產效率,並根據下游需求有序擴產,不斷提高訂單交付能力。
母公司的部分元器件產品可用於硅光模塊中,控股子公司GouMax可為硅光模塊廠商提供測試解決方案。公司緊跟行業前沿技術的發展與落地情況,進一步豐富和完善光通信領域的技術和產品,不斷滿足下游客户的升級需求。
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