800G products will be supplied in large quantities in the follow years
2023-04-19 15:17:33
1. What is the expected volume of 800G products this year?
Reply: 3C-LINK has established good cooperative relationships with global mainstream internet manufacturers, and the specific release time of 800G products mainly depends on customer needs. Currently, customers are conducting small-scale procurement and planning, and a significant increase in demand is expected next year or the following year.
2. After the rise of the AI wave, will supercomputing demand for optical module increase significantly, and will cloud manufacturers likely increase their purchases of optical module? Is there any sign of this now?
Reply: Customers' plans usually do not undergo significant changes in the short term. According to the past situation, we usually understand customers' future needs six months in advance, and we have not yet seen explosive growth occurring in the short term.
3. What was the proportion of 400G products in the company's revenue last year? What is the proportion of silicon light products in the company?
Reply: The proportion of 400G products in the company's revenue is a continuous upward trend, and the proportion of silicon light products is expected to gradually increase in the future.
4. Compared with the gross profit of the head enterprises of the optical module, the company's operating costs account for a lower proportion of revenue. How can we achieve higher gross profit than other enterprises?
Reply: The gross profit margin level of each enterprise is related to various factors such as its product structure and internal control; Our company has a leading advantage in new products. When new products enter the market, the gross profit margin will be higher, and the company's internal cost control concepts and methods have a significant contribution to the company's gross profit margin level.
5. When 100G silicon light is released in 2020, it will have a great impact on optical module. If overseas Internet manufacturers introduce 400G silicon light and release it, will the price of optical module suffer the same impact in 2020?
Reply: The impact of new products on old products needs to be comprehensively evaluated based on various factors, including customer demand for the product and market competition status; The price of old products is a continuous downward trend, but the impact of new products on the price of old products still needs to be combined with the specific needs of the market.
6. At present, there is not much progress in the industry related to silicon photonics. In the early stage, the industry expected that many silicon photonics products would be launched and quickly occupy the market. However, there is currently not much news on related aspects. Is it because the technical difficulty is too high?
Reply: First of all, from a cost perspective, there is no essential difference between indium phosphide technology and silicon light products. In applications above 400G and single wave 100G, silicon light is still in the process of gradually maturing compared to other technologies, while also overcoming the problem of large-scale manufacturing. It is expected that in the future, silicon light and indium phosphide technologies will coexist.
7. At present, there is a saying in the market that CPO technology directly goes from upstream devices to switches. Will the mature CPO technology lead to the demise of optical module?
Reply: In the future, CPO technology should coexist with plug-in optical module. In the short term, we have not seen the mass production of CPO technology. The maturity and large-scale application of CPO technology will take some time. At present, mainstream manufacturers will still choose plug-in optical module.
8. At present, overseas manufacturers promote more new technologies. Will overseas manufacturers' purchase of Chinese enterprises' optical module decline in the future?
Reply: Currently, Made in China still has certain advantages, mainly reflected in research and development technology capabilities, production and manufacturing efficiency, and supply chain. As a company, only by continuously innovating, enhancing its strength, and winning more opportunities.
9. What is the proportion of high-end products exported to our company? And the ranking of shipment volume for mid to high end products?
Reply: According to 2022 data, the company's overseas market share is between 60% -70%. Currently, there is no official data on the ranking of high-end product shipments.
10. Do we have any ideas for further expansion in the domestic market?
Reply: We have been continuously supplying mainstream communication equipment manufacturers in the domestic market, and the demand in the domestic market should gradually increase in the future.
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