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Yuanjie Technology: It is expected that the demand for 400G/800G optical modules will rise significantly in the second half of the year.
Jin10 reported on September 2 that senior executives from Source Technology indicated during an institutional research that the customer verification and testing for the company's 100mW products currently meet expectations. In the first half of 2025, the company's revenue in the data communication field is expected to rise significantly, especially in response to the demand for 400G/800G optical modules, showing a quarter-on-quarter upward trend. A substantial increase is anticipated in the second half of the year. In the future, the company will gradually dump products according to customer silicon photonics solutions and the demand for 1.6T.