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博众精工(688097.SH):目前设备已在400G/800G高速光模块规模化生产中批量应用
Ge Long Hui· 2026-02-25 08:08
Core Viewpoint - The company, Bozhong Precision (688097.SH), has strategically focused on the optical communication equipment sector since 2020, particularly in high-precision co-cured chip machines, achieving advanced international performance levels in its product offerings [1] Group 1: Product Development and Market Position - The company has developed a product matrix consisting of three major series: EF, EH, and EG, which are now being applied in the mass production of 400G/800G high-speed optical modules [1] - The company has successfully entered the supply chains of leading domestic and international enterprises and has begun exporting its products overseas [1] Group 2: Future Innovations and Strategic Upgrades - The company has initiated the development of next-generation products aimed at technological advancements for 1.6T, 3.2T, and CPO [1] - The company is actively expanding its portfolio to include key equipment such as coupling machines, transitioning from a core equipment supplier to a provider of "optical communication packaging automation system solutions," offering clients automated mass production capabilities from single stations to entire lines [1]
智立方:在光通讯设备领域已形成包括摆盘等产品系列
Ge Long Hui· 2025-09-17 08:05
Core Viewpoint - The company has established a product series in the optical communication equipment sector, including wafer sorting, AOI inspection, and die bonding, and is continuously iterating on high-speed technologies such as CPO and silicon photonics [1] Group 1 - The company is aligning its R&D direction with industry demands, indicating a strategic focus on market needs [1] - Related products will be gradually launched based on customer requirements and market trends, showcasing a responsive approach to product development [1]