富信科技(688662.SH):應用於400G/800G高速率光模塊的Micro TEC產品現已形成批量供貨
格隆匯7月21日丨富信科技(688662.SH)公佈,控股子公司廣東富信熱電器件科技有限公司(簡稱“器件公司”)研發的應用於400G/800G高速率光模塊的MicroTEC產品(以下簡稱“MicroTEC產品”)已取得階段性成果。隨着雲計算、人工智能(AI)、大數據等新一代信息技術對算力需求的持續攀升,部分高速率光模塊需要使用MicroTEC產品進行精密溫控散熱,以滿足高性能要求。器件公司研發的MicroTEC產品性能已達到行業先進水平,於近日通過了通信領域某頭部企業的產品驗證並實現批量供貨。
應用於400G/800G高速率光模塊的MicroTEC產品現已形成批量供貨,但在公司整體收入中佔比較小,預計今年產生的銷售收入不超過2024年度公司整體收入的2%。該產品後續的量產及市場拓展仍面臨市場需求波動、行業競爭加劇、技術迭代等多重因素的挑戰。公司將密切關注市場動態,持續推進產品優化,積極跟進客戶需求,並嚴格按照監管要求履行信息披露義務。
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