中际旭创：已和供应商商定今明年的整体供给 核心物料的供给将得到有效保障

Core Insights - The company anticipates a rapid increase in customer demand starting from 2025, leading to a tight supply of upstream core materials that cannot fully match this demand [1] - Production cycles for optical chips such as EML and CW are relatively long, resulting in a more pronounced supply shortage, which is expected to persist through the first half of this year [1] - Supply conditions are projected to improve somewhat in the second half of the year, but the company is proactively securing material procurement and has established agreements with suppliers to ensure overall supply for this year and next [1] - The company is confident in its ability to maintain continuous growth in shipment volumes due to effective supply chain management [1]