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乾照光电(300102.SZ):应用于光通信领域的10G/25G产品已送样,客户验证中
Ge Long Hui· 2025-11-06 07:20
Core Viewpoint - The company is focusing on emerging fields such as gallium arsenide solar cells, VCSEL, and optical communication, which form its second growth curve [1] Group 1: Business Strategy - The company is expanding its vertical industry chain in the commercial aerospace sector from epitaxial wafers to chips, thereby strengthening its competitive advantage [1] - The collaboration with the controlling shareholder, Hisense Broadband, is accelerating chip research and development in the VCSEL and optical communication fields [1] Group 2: Product Development - The company has samples of its 10G/25G products for optical communication currently undergoing customer validation [1] - The 50G/100G products have entered the wafer fabrication stage, indicating progress in product development [1]