光通信核心器件
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英唐智控:切入光通信核心器件领域并形成协同,解决光隆集成依赖外购导致的响应缓慢问题
2 1 Shi Ji Jing Ji Bao Dao· 2026-02-01 10:50
Core Insights - The acquisition by Yingtang Zhikong aims to leverage its existing optoelectronic sensing business to enter the rapidly growing core device sector of optical communication and create synergies [1] Group 1: Acquisition Strategy - The acquisition is intended to enhance capabilities in the optical communication core device market, which is experiencing significant growth [1] - Yingtang Zhikong's overseas IDM factory has nearly 20 years of experience in MEMS mirror development and has achieved mass production, which is expected to support the core components of the target company's OCS products [1] Group 2: Supply Chain Advantages - The acquisition is expected to resolve the current issues faced by the target company, Guanglong Integration, regarding slow response times due to reliance on external procurement or outsourcing [1] - By providing production capacity and process support, the acquisition will create a competitive advantage in the supply chain [1]
海信视像:公司通过控股子公司乾照光电在光通信核心器件领域已开展实质性布局
Zheng Quan Ri Bao· 2026-01-05 13:36
证券日报网讯 1月5日,海信视像在互动平台回答投资者提问时表示,公司通过控股子公司乾照光电在 光通信核心器件领域已开展实质性布局,依托乾照光电在VCSEL的技术积累,应用于光通信领域的 10G/25G产品已送样验证,50G/100G产品已进入流片阶段。如有重大进展,公司将严格按照相关法律法 规和监管要求,及时履行信息披露义务。 (文章来源:证券日报) ...