Core Viewpoint - Mingpu Optoelectronics (002902) is actively developing ODM customized solutions for 800G optical modules, but the current business scale is limited, resulting in a lack of significant profitability [1] Group 1: Product Development - The company has initiated ODM customization development for LPO (Linear Pluggable Optical Module) solutions in collaboration with clients and has begun small-scale shipments [1] - The company is also jointly developing 800G NPO (Near-Package Optics) with external customers, which is still in the research and development phase and has not yet achieved mass production [1] Group 2: Financial Performance - Due to the limited scale of current operations, the 800G optical module products have not yet formed a significant profit capability [1] - Future progress on the 800G NPO project remains uncertain, indicating potential challenges ahead [1]
铭普光磁:在800G光模块方面,公司已与客户端合作开展LPO方案的ODM定制开发