Huagong Tech (000988.SZ): The 400G silicon optical module has been shipped in bulk to leading Internet Plus-Related companies in China, and the volume will continue to increase in the future.

Gelonghui Finance · Dec 31, 2024 15:19

On December 31, Gelonghui reported that Huagong Tech (000988.SZ) stated during an investor relations event that there will be significant growth in the domestic market for optical modules next year. The company’s optical communication products will cover the full range from 100G, 200G to 400G, and 800G among major Internet Plus-Related and equipment manufacturers. Next year, the delivery of high-speed optical modules will increase further, and 400G and 800G single-mode will continue to scale up. The growth of the company's connectivity business next year is certain, with a strong certainty of market share advantages among certain manufacturers, and the entire LPO product line will also be delivered in bulk. In terms of optical chips, the company has achieved independent control over high-end optical chips, possessing full self-research capabilities from silicon optical chips to modules, and has launched the industry's latest self-researched silicon optical chip for 1.6T optical modules with a single wave of 200G. The company has also developed complete material PDK capabilities for silicon optics, and provides priority support and guarantees for silicon optical fabs in various regions worldwide. In terms of products, the company’s 800GLPO silicon optical module and 1.6T silicon optical module, which use self-researched silicon optical chips, are currently undergoing accelerated testing with leading overseas customers. The 400G silicon optical module has been shipped in bulk to leading domestic Internet Plus-Related manufacturers, and will continue to scale up in the future.

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华工科技(000988.SZ)：400G硅光光模块已在国内头部互联网厂商批量出货，后续还将持续上量

Huagong Tech (000988.SZ): The 400G silicon optical module has been shipped in bulk to leading Internet Plus-Related companies in China, and the volume will continue to increase in the future.

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