Changguang HuaXin: Next year may be a crucial turning point for new businesses, has initiated the research and development of all-solid-state automotive lidar | Focus on earnings conference

①Chang Guanghua's Chairman and General Manager Min Dayong stated that the company's current majority of revenue still comes from the traditional industrial optical fiber laser field, but downstream demand is stabilizing, and the downward trend has basically been halted. ②The company, including the optical communication field, vehicle-mounted lidar, and other emerging fields, is still in the investment and introduction stage, and next year is expected to be a key turning point, at which time it is expected to achieve break-even.

cls.cnNov 13 06:16 ET

Yuanjie Technology: bullish on multiple products' market demand next year, expanding overseas markets | Live coverage of earnings conference

①With the rapid development of the datacenter market this year, Yuanjie Technology expects that the revenue scale of CW light source products will continue to grow in the fourth quarter of this year and will further increase in the first quarter of next year; ②In recent years, Yuanjie Technology's overall gross margin has decreased significantly year by year. The company stated that it will start repairing the gross margin from two aspects: increasing investment in the datacenter field and market expansion, and further enhancing cost control.

cls.cnNov 12 04:50 ET

China has made significant progress in the photon industry, with a broad future development space for silicon photonics technology.

①The "Photon Technology Frontier Blue Book" jointly released by the Xi'an Institute of Optics and Precision Mechanics of the Chinese Academy of Sciences and China Innovation Star shows that from 2014 to 2023, China has made significant progress in multiple fields in the global photon industry development. ②According to the Open Source Securities research reports, silicon photonics technology with CMOS process compatibility, high integration, and waveguide characteristics has great development potential in areas such as asia vets, optical computing, and consumer electronics.

cls.cnNov 4 19:00 ET

Yuanjie Technology: Q3 losses expand by more than six times, hitting a new low in nearly two years.

Yuanjie Technology achieved revenue of approximately 0.178 billion yuan in the first three quarters of this year, a year-on-year increase of 91.2%, but the net income in the third quarter of this year hit a new low in nearly two years; Yuanjie Technology has increased its investment in related technology and equipment for high-speed rate optical chips and high-power optical chips, and some high-end products are already in the customer feedback stage.

cls.cnOct 29 11:45 ET

Nvidia and Zhongji Innolight are entering the game! The high-speed rate optical module shipments are driving the doubling of demand for optical chips. Which domestic manufacturers can get a piece of the pie?

①AI drives the demand for high-speed optical modules, leading to a shortage of optical chips, prompting international major factories to announce price hikes; ②The demand for optical chips is expected to continue rising, with various parties such as Guangdong, Wuxi, and nvidia recently announcing investments or support for the development of optical chips; ③Currently, the high-speed optical chip market is still mainly dominated by foreign manufacturers, with domestic 100G EML optical chips still not being shipped in large quantities.

cls.cnOct 26 02:43 ET

In the AI era, there is a significant increase in demand for high-speed optical modules! Zhongji Innolight's net income in the third quarter increased by over 100% | Financial report insights

As major technology companies continue to develop AI technology, there is a significant increase in demand for high-speed optical modules as the underlying hardware. As a global leader in high-speed optical modules, zhongji innolight has a high market share in optical modules for data communication, with shipments of 5G and 800G optical communication modules ranking at the forefront of the market.

wallstreetcnOct 22 07:24 ET