CIG(SH:603083) 智通财经网·2025-11-11 07:40Core Viewpoint - Cambridge Technology (06166) experienced a nearly 5% decline in stock price after a previous increase of over 7%, indicating market volatility despite positive operational updates [1] Business Performance - In Q3, the optical module business showed significant growth, particularly with the ongoing expansion of 800G optical modules, leading to increased production capacity and shipment volume [1] - For Q4, the company anticipates substantial delivery pressure across its three main business segments: broadband, wireless, and optical modules, with customer demand increasing compared to Q3 [1] - The overall operational outlook for Q4 is positive, with expectations of continued growth across all three business segments [1] Future Projections - The company expects to achieve significant shipments of 1.6T optical modules by Q1 2026, with an anticipated shipment proportion of approximately 20% for that year, which is expected to increase over time [1] - The 800G optical module is projected to remain the primary product for shipments in 2026, with both 800G and 1.6T module proportions adjusting dynamically based on market demand and production capacity [1] - The current progress of capacity ramp-up for both 800G and 1.6T optical modules aligns with the company's internal operational plans, aiming for an annualized capacity of 2.3 million units by the end of this year [1]