1.6T Optical Transceivers

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中国网络通信:2025 年第三季度展望-800G 持续强劲,1.6T 订单提前;买入中际旭创、新易盛-China Networking_ 3Q25 Preview_ Ongoing 800G Strength With 1.6T Order Pull-In; Buy Innolight_Eoptolink
2025-10-13 01:00
Flash | 09 Oct 2025 07:46:12 ET │ 13 pages China Networking 3Q25 Preview: Ongoing 800G Strength With 1.6T Order Pull-In; Buy Innolight/Eoptolink CITI'S TAKE Going into 3Q25, we see optics name may potentially report their 3Q25 prelim result, while we expect a ~25%-30% revenue growth, driven by 800G strength and pull-in of 1.6T order. 3Q25 investors expectations of Innolight/Eoptolink/TFC Optical was at ~Rmb3.2bn/Rmb3.0bn/Rmb700mn, while 3Q25 BBGe are at Rmb3.1bn/Rmb2.7bn/Rmb697mn. We expect Innolight to del ...