Huagong Technology: 800G optical modules are expected to account for 40% of orders this year, with mass production of 1.6T optical module products already achieved.
Huagong Technology stated on the interactive platform that in the domestic market, the company's 400G and 800G optical module products have been mass delivered to major internet and equipment manufacturers. The demand growth this year is clear, with the product rate upgrading from 400G to 800G. It is expected that 800G optical modules will account for about 40% of the market share. As for the overseas market, export business has seen significant growth, with overseas customers receiving bulk shipments of 400G/800G optical modules. At the same time, mass production of 1.6T optical module products has been achieved, and there is continuous improvement in the delivery guarantee capability for high-speed optical module products.
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