B · Normal
[Zhongji InnoLight: The vast majority of customers have not revised their demand or orders, and some customers have even increased their demand for 1.6T compared to before.] On November 3, Zhongji InnoLight released a record of investor relations activities, which responded to rumors that some overseas customers had revised their demand or cut orders. Zhongji InnoLight said that the vast majority of customers have not revised their demand or orders, some customers have made product structural adjustments, and some customers' 1.6T demand has even increased compared to before. Therefore, even taking into account the structural adjustments of individual customers, the overall industry demand in 2027 is still within the original forecast range, and demand from leading customers remains strong. Regarding demand in 2027-2028: Most of the company's orders for 2027 have covered the entire year. Regarding the demand in 2028, at least one key customer has given clear demand guidance, and the demand is strong. Demand guidance from other customers is still being collected. The company is still optimistic about the overall industry demand and prosperity in 2028. NPO is expected to start volume in the second half of 2027, and more demand is expected to be released in 2028. In the early stages of the introduction of new products, the manufacturing yield of the product needs to ramp up. In addition, new upstream materials such as higher-power CW light sources and electronic chips need to experience yield ramping. This is a normal process for mass production of new products. After relevant preparations are completed, customer demand is expected to be released on a larger scale in 2028.
🕐 2026-11-03 23:43

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