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[Dongshan Precision: 1.6T products will enter the relative batch shipment stage from the fourth quarter] On November 2, Dongshan Precision (002384.SZ) released an investor relations activity record announcement. The company's 1.6T products will mainly conduct customer testing and verification in the third quarter, and will enter the relative batch shipment stage from the fourth quarter. DSP has been under delivery pressure in recent quarters. It is expected that the subsequent release of wafer production capacity will significantly improve and will not affect next year's delivery. In terms of optical chips, small batches have been sold externally this year, but large-scale external sales have not yet been carried out to ensure self-use as a priority. Large-scale external sales depend on the progress of popularization of next-generation technologies such as in-cabinet interconnection, and it is expected that subsequent demand will gradually increase. The company has completed preparations for the construction of optical chip production capacity and plans to carry out external sales of optical modules and optical chips in parallel from a specific point in the future. The company's CPO products have completed internal reliability verification and are in the process of back-end packaging. Samples will be sent to customers in the future. The specific pace is not yet certain and depends on the customer.
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