Eoptolink: The pluggable Optical Transceivers will coexist with CPO technology in the future, and the demand for 800G products is expected to increase greatly in the next year
On March 27, Eoptolink Communication Technology Co., Ltd. released an investor relations activity record sheet, explaining the company's recent investor on-site visits and research activities.
Q: What is the expected volume of 800G products this year?
Answer: The company has established a good cooperative relationship with the world's mainstream Internet manufacturers. The specific release time of 800G products mainly depends on the needs of customers. At present, customers are doing small batch purchases and planning, and the large increase in demand is expected to be in the next year or later. Year.
Q: After the AI wave rises, will supercomputing greatly increase the demand for Optical Transceivers, and will cloud vendors increase the purchase of Optical Transceivers? Is there any sign of this now?
Answer: Customers' plans usually do not undergo huge changes in the short term. According to the past situation, we generally understand the future needs of customers half a year in advance. At present, we have not seen explosive growth in the short term.
Q: How did 400G products account for the company's revenue last year? What is the proportion of silicon photonics products in the company?
Answer: The proportion of 400G products in the company's revenue is a rising trend, and the proportion of silicon photonics products is expected to gradually increase in the future.
Question: Comparing the gross profit of the leading optical module companies, the company's operating costs account for a lower proportion of revenue. How can the gross profit be higher than other companies?
Answer: The gross profit rate of each enterprise is related to its product structure, internal control and other factors; our company has a leading edge in new products. When new products enter the market, the gross profit rate will be higher, and the company's internal cost control Concepts and methods have a greater contribution to the company's gross profit margin.
Question: When silicon photonics 100G scales up in 2018, it will have a great impact on Optical Transceivers. If overseas Internet manufacturers introduce 400G silicon photonics and scale up, will the price of Optical Transceivers be affected by the same impact as in 2018?
Answer: The impact of new products on old products needs to be comprehensively evaluated in combination with various factors, including customer demand for the product and the state of market competition; the price of old products is on a downward trend, but the degree of impact of new products on the price of old products It still needs to be combined with the specific needs of the market.
Question: At present, there is not much progress related to silicon photonics in the industry. In the early stage, the industry expected that many silicon photonics products will be launched and quickly occupy the market, but there is not much news about related aspects. Is it because the technology is too difficult?
Answer: First of all, from the perspective of cost, there is no essential difference between indium phosphide technology and silicon photonics products. Compared with other technologies, silicon photonics is still in the process of gradually maturing in the application of 400G and above and single-wavelength 100G. At the same time, the problem of large-scale manufacturing must be overcome. It is expected that silicon photonics and indium phosphide technologies will coexist in the future.
Q: At present, there is a saying in the market that CPO technology is directly transferred from upstream devices to switches. Will the mature CPO technology lead to the demise of Optical Transceivers?
Answer: In the future, CPO technology should coexist with pluggable Optical Transceivers. There is no mass production of CPO technology in the short term. module.
Question: At present, overseas manufacturers are promoting more new technologies. Will the purchase of Optical Transceivers from Chinese enterprises by overseas manufacturers decline in the future?
Answer: At present, Chinese manufacturing still has certain advantages, mainly reflected in R&D technology capabilities, manufacturing efficiency and supply chain. As an enterprise, only continuous innovation can enhance the strength of the enterprise and win more opportunities
