Changguang Huaxin: In the long run, there is a possibility of price reductions for optical chips
2026-09-30 16:52:50
According to CoinMeta, Min Dayong, the chairman and general manager of Changguang Huaxin, stated at the semi-annual performance meeting that benefiting from the continuous development of AI computing power construction, the company expects the growth rate of its optical communication business revenue to exceed that of its industrial laser business in the next two years. The company will further expand its presence in areas such as AI optical communication, laser sensing, and silicon photonics integration, striving to become a leading global optical chip enterprise. He believes that currently, due to the tight supply-demand relationship, the overall prices of optical chips are relatively stable. However, in the long term, with improvements in yield, capacity expansion, and the entry of new participants, there is a possibility of price reductions. In the first half of the year, the company's industrial laser business revenue increased, while the gross profit margin remained roughly the same. The demand for ultra-high power special lasers is rising rapidly, and it is expected that this segment will enter a period of rapid development between 2027 and 2028, with a high degree of certainty in this trend.
Source:Jin10 Data
This content is for market information only and does not constitute investment advice.
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