超声电子：200G‑400G光模块处于小批量量产阶段

Core Viewpoint - The company, Ultra Sonic Electronics, has entered the small batch production phase for its 200G-400G optical modules, indicating a significant step towards commercialization and market expansion [1] Company Summary - Ultra Sonic Electronics has disclosed that its 200G-400G optical modules are now in small batch production, with ongoing market expansion efforts [1] - The company has already produced printed circuit board products for server applications, demonstrating a foundational presence in the upstream materials and components for optical modules [1] - Achieving small batch production marks a critical milestone for the company, as it transitions from research and development to commercial readiness, having completed initial manufacturing process and reliability validations [1] Industry Summary - Optical modules are essential components for optical signal transmission in data centers and communication networks, with increasing demand driven by the ongoing development of domestic computing infrastructure [1] - The 200G-400G optical module specifications are currently significant during this transitional period, offering substantial market application potential [1] - Market observers suggest that if Ultra Sonic Electronics can stabilize yield rates, reduce costs, and successfully acquire customers during this phase, its competitiveness in the future transition to 800G or higher-speed modules will be significantly enhanced [1]