EOPTOLINK(300502)2025-01-10 13:44Group 1: Company Overview and Investor Relations - The investor relations activity was conducted on January 10, 2025, at the company's conference room, attended by major funds and asset management firms [2] - Key personnel present included General Manager Mr. Huang Xiaolei, Deputy General Manager and Board Secretary Mr. Wang Cheng, and Chief Financial Officer Ms. Lin Xiaofeng [2] Group 2: Product Development and Market Trends - The company anticipates that CPO (Co-Packaged Optics) will not see applications in 800G, with 1.6T pluggable optical modules remaining the market mainstream [2] - The 800G product is expected to gain traction in the second half of 2024, becoming a significant part of the company's revenue in 2025 [2] - The company has established a strong technical foundation for both traditional EML and silicon photonics solutions for 800G and higher-speed products [2] Group 3: Supply Chain and Production Capacity - The company maintains long-term relationships with suppliers and has effectively managed inventory to avoid shortages of EML chips [3] - The company has a robust supply chain system in place, ensuring normal operations despite market demands [3] - The Thai factory's first phase was operational in the first half of 2023, with the second phase expected to be completed by the end of 2024 [3] Group 4: Future Outlook and Strategic Initiatives - The company is closely monitoring customer demand for optical modules in 2026, with a focus on application-level developments [3] - AEC (Application-Specific Integrated Circuit) products are highly customized and require extensive technical expertise for production [3] - The company is committed to continuous R&D investment and has been expanding its R&D capabilities through recruitment and training [4]