羅博特科(300757.SZ):預計明年硅光子及CPO有較大的新增設備市場需求
格隆匯10月8日丨羅博特科(300757.SZ)在投資者關係活動上表示,從整個國外市場看,硅光的發展速度超出我們原來的預期,部分終端用户例如英偉達等公司也在加速推進光電集成封裝大規模量產化的進程,其中一家美國大型終端用户近期也提出了大規模的硅光產品需求,ficonTEC一客户已鎖定部分份額,因此近期也向我們更新了相關設備需求來滿足其年度產能目標,總體來説,與我們原來的預期相比,速度明顯提升。此外,一些定製化客户對硅光晶圓測試設備的需求速度也是早於我們的預期。在光IO接口全自動化設備方面,我們接到的客户需求量增速也在加快,綜上所述,我們預計明年硅光子及CPO有較大的新增設備市場需求,這對於ficonTEC來説也將是創歷史新高的。
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