BROADEX(SZ:300548)2022-12-04 09:28Group 1: Company Overview and Business Focus - The company has accumulated significant technology and experience in the field of integrated optoelectronic device packaging over the past decade [2] - Focus on developing new products and technologies in promising areas, such as 10G PON optical modules and silicon photonic modules, to build unique competitive advantages [2] Group 2: Market Demand and Trends - The demand for optical modules is expected to reach nearly 10 million units annually, with data communication demand projected to be in the millions in the coming years [3] - Anticipated that some internet companies will begin upgrading from 100G to 400G within the year [2] - Domestic internet companies are expected to maintain strong demand in the second half of the year [2] Group 3: Technology and Production Capacity - The company plans to produce 2.45 million silicon photonic modules annually, including wireless front-haul and data communication modules [2] - Silicon photonic products have a greater potential for cost reduction compared to traditional technologies if mass production is achieved [3] - The company is actively promoting the application of silicon photonic modules in wireless front-haul networks [4] Group 4: Research and Development - The company plans to increase R&D investment this year, focusing on the development of new passive and active products based on silicon photonic technology [3] - R&D efforts will include high-speed transceiver modules and new wavelength division multiplexing devices for wireless networks and data centers [3] Group 5: Supply Chain and Market Strategy - The company relies on imports for some raw materials, including optical chips and electronic materials, and aims to gradually promote domestic production [4] - Efforts are being made to diversify product offerings and expand customer base beyond telecommunications to mitigate the impact of capital investment fluctuations in the telecom industry [3]