博创科技(300548) - 2016年11月8日调研活动附件之演示文稿
EverProXEverProX(SZ:300548)2022-12-06 01:33

Business Overview - Broadex Technologies specializes in the research, production, and sales of integrated optoelectronic devices in the optical communication field, serving major clients such as Huawei, ZTE, and FiberHome [3]. Market Trends - The optical device market is expanding due to the increasing demand for optoelectronic devices as the distance between optical communication nodes decreases [13]. - The global WDM market reached a total demand of $11.242 billion in 2015, with a projected annual growth rate of 30-50% over the next five years [33]. Product Development - The company is focusing on integrating active and passive devices using planar waveguide technology, which is a key trend in the development of optical communication devices [18]. - Future product development plans include strengthening the market position of PLC splitters and DWDM products, as well as increasing investment in high-speed active modules [45]. Data Center Market Potential - The global data center optical interconnect equipment market is expected to grow from $1.03 billion in 2015 to $4.3 billion by 2020, with a compound annual growth rate (CAGR) of 33.1% [35]. - In 2016, the demand for 100G optical transceivers in data centers is projected to exceed 4.5 million units [44]. Future Vision - Broadex Technologies aims to provide integrated optoelectronic products for a connected world, envisioning a fiber-connected world that enhances digital life for everyone [46].