In a recent investor relations activity record, optical module leader Zhongji Innolight Co.,Ltd. provided updates. Regarding capacity utilization and expansion plans, management responded during the Q&A that the company currently maintains sufficient capacity utilization and is continuously expanding its production capacity.
Concerning the current shipment and order status for its 800G/1.6T optical modules with overseas clients, management noted that orders and shipments for the company's high-end optical module products are consistently increasing. The company will continue to optimize its product mix, with gross margin expected to remain stable or show a slight improvement.
On the progress of sample certification for 1.6T and 3.2T optical modules, management indicated that 1.6T products have already been shipped in volume and quantities are ramping up continuously, while 3.2T products are still under ongoing research, development, and refinement.
When asked about the sufficiency of current raw material reserves for optical modules, management stated that the company's supply chain is stable. It is continuously strengthening its stockpiling of raw materials, especially core components, and is ensuring high-quality order fulfillment through measures such as introducing alternative suppliers and signing supply guarantee agreements.
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