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光迅科技:明年国内800G光模块占比将增加

Core Insights - The company, Guangxun Technology, indicated that the domestic demand for 400G optical modules will dominate in 2025, while the share of 800G optical modules will be relatively small. However, the proportion of 800G optical modules is expected to increase next year [1] Group 1 - The primary focus for domestic demand in 2025 will be on 400G optical modules [1] - The share of 800G optical modules is currently low but is projected to rise in the upcoming year [1]