SMEI(SZ:300456) Mei Ri Jing Ji Xin Wen·2025-08-21 03:52Core Viewpoint - The company has developed MEMS-OCS (Optical Circuit Switch) technology, which is being applied in data center networks and supercomputing clusters, with commercial products available in both domestic and international markets [1] Group 1: Application and Market - The application scenarios for MEMS-OCS include data center networks and supercomputing system clusters [1] - The company has commercial products available from both domestic and international production lines, with the Swedish production line expected to be operational by July 2025 [1] - The Swedish production line is a top three business for the company, experiencing rapid growth since 2023 while maintaining high prices and profit margins [1] Group 2: Competitive Advantage and Technology - The company has approximately 10 years of experience in the process development and wafer manufacturing of MEMS-OCS in its overseas production line, while the domestic line has about 3 years of experience [1] - The technology barrier for MEMS-OCS is extremely high, and the company has a significant first-mover advantage and leading position in the industry [1] - Currently, the company does not have comparable competitors in the manufacturing segment [1]