Regarding the current price of optical module products, Zhongji Xuchuang said on July 12 that the 2027 price is currently being determined, and the price reduction rumored in the market is exaggerated. In fact, there are currently not many manufacturers that can deliver 1.6T and 800G in large quantities. When it comes to technical thresholds, market access, yield, etc., the actual delivery volume received by customers is not very large. In 2027, the industry will still face delivery constraints, and large-scale delivery capabilities are the most valuable. High-end optical modules are not a vicious competitive industry.

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