Core Viewpoint - The company emphasizes that its optical module products are customized and developed according to the specific needs of CSP customers for data center networks, requiring advanced R&D capabilities and mature manufacturing processes [1] Group 1 - The optical module manufacturers must possess efficient R&D technology, mature manufacturing processes, sufficient production capacity, and large-scale manufacturing and delivery capabilities [1] - CSP customers conduct strict product testing, qualification certification, and factory audits before a supplier can be considered qualified in their supply chain [1] - The business model remains unchanged, where CSP customers place orders directly with the company, which then manufactures and delivers the products directly to them [1] Group 2 - There is no scenario where CSP customers place orders with upstream optical chip manufacturers, bypassing the company and directing orders to designated module/assembly factories [1]
中际旭创(300308.SZ):不存在所谓的CSP客户下订单给上游光芯片厂,跳过公司等中间层再转单给光芯片指定的模组/组装厂生产的情形