BROADEX(SZ:300548)2022-12-03 09:22Group 1: Company Performance and Plans - The company's sales of passive optical components remained stable compared to last year, while active components saw a decline due to customer product structure adjustments [1] - Plans for the second half include collaboration with KAIAM for new product production, acquisition of Chengdu Dipu to enhance PON optical module capabilities, and establishment of a silicon photonics R&D team in Shanghai [1][4] - The company expects improved revenue performance in the second half, particularly from the 10G PON product [1] Group 2: Market Competition - Major competitors in the wavelength division multiplexing (WDM) product market include Guangxun and Xinfaitong, with the company and its competitors holding a significant market share [2] - The domestic data center market is primarily driven by major players like Alibaba, Tencent, and Baidu, with a shift towards 100G demand [5] Group 3: Product Development and Technology - The second-generation optical transceiver module developed with KAIAM features a more integrated design and simplified production process, currently in the customer certification phase [2] - The transition from passive to active products involves high technical challenges, which the company addresses by leveraging KAIAM's expertise and expanding its technical team through acquisitions [3] Group 4: Strategic Acquisitions - The acquisition of Chengdu Dipu aims to diversify product lines, enhance customer base, and strengthen the company's strategic position in the active components sector [4] - This acquisition is expected to increase revenue scale and improve profitability [4] Group 5: Future Outlook - The primary growth drivers for next year's performance are anticipated to be active components, particularly optical modules for data centers and 10G PON modules [6]