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锐捷网络:字节近期框采规模和公司中标份额均较去年同期有所增加
Zheng Quan Ri Bao Wang· 2025-10-23 11:45
Core Viewpoint - Ruijie Networks (301165) announced on October 23 that it has seen an increase in both the scale of Byte's recent framework procurement and the company's winning bid share compared to the same period last year [1] Group 1: Product Development - The product composition has changed, including different specifications such as TH5, TH6, and TD4 [1] - Last year, 400G products were predominant, while the number of 800G products is expected to increase this year [1] - The company is forming a product combination of LPO + 400/800G switches to meet the demands of SCALEUP super nodes and large intelligent computing networks regarding overall power consumption and heat management [1] Group 2: Market Expectations - It is anticipated that in the coming year, 400G products will still account for the largest proportion of the company's overall data center switch shipments, while the share of 800G products will further increase [1]