中际旭创：公司有能力持续扩大CW光源的供给能力

Core Viewpoint - The company indicates that the supply of optical chips is relatively tight due to a limited number of high-end optical chip suppliers and longer production cycles, which results in capacity growth lagging behind demand [1] Group 1: Supply Chain Dynamics - The supply of high-end optical chips is constrained, primarily because there are few suppliers and the production cycle is longer [1] - The company's ability to expand the supply capacity of CW light sources is supported by the increasing proportion of silicon photonics products [1] Group 2: Strategic Initiatives - The company plans to alleviate the tight supply of optical chips by introducing more suppliers and leveraging its market share and order scale advantages [1] - Collaborations with manufacturers that have large-scale production capabilities are being considered to secure long-term capacity [1]