Core Viewpoint - Dongtian Micro (301183) is experiencing rapid growth in its communication optical business, with projected revenue of 124 million yuan in 2024, representing a year-on-year increase of 101.65% [1] Group 1: Business Growth - The company anticipates achieving 124 million yuan in revenue from its communication optical business in 2024, marking a significant growth of 101.65% compared to the previous year [1] - In 2025, the company plans to consolidate its existing business while seizing opportunities in the data communication market [1] Group 2: Product Development - The company will focus on advancing the delivery of optical isolator products and increasing the research and market promotion of new products such as z-blocks, optical components, and turning prisms [1] - The aim is to diversify the product range and establish the communication optical components business as the company's second growth curve [1]

Group 1: Company Overview and Business Development - Dongtian Micro currently does not produce Faraday rotation plates but procures them for optical isolator production [1] - In 2024, the company's optical communication business achieved revenue of 1.24 billion yuan, a year-on-year growth of 101.65% [1] - The company aims to strengthen its existing business while seizing opportunities in the data communication market, focusing on the delivery of optical isolators and the development of new products like z-blocks and optical components [1] Group 2: Market Trends and Product Outlook - The global smartphone shipment in 2024 is projected to reach 1.24 billion units, a year-on-year increase of 6.4%, with China's market expected to see shipments of approximately 400 million units, growing by 2.86% [2] - The demand for high-speed optical modules, particularly 800G and 1.6T products, is expected to rise due to increasing AI computing power, driving the need for optical components [2] - The market for smartphone micro-prisms is significant, with high unit value and low current penetration, indicating substantial growth potential [2] Group 3: Technological Advancements - The spin-coating filter technology offers high absorption rates in the near-infrared spectrum, significantly improving image quality for high-end smartphone cameras [2]